Finance representative jobs in Saint Louis, MO - 410 jobs

We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. QUALIFICATIONS 1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred.

Job Description At Utilitra, our employees are the cornerstone of our success, and we're dedicated to fostering an environment that reflects that. Interested in joining the Utilitra team? Provide your resume and contact information to be considered for future positions. About our Company Utilitra is a woman-owned firm specializing in utility and technology solutions. We offer design, construction, and metering services to utilities, and supply businesses and municipalities with robust technology services through our team of IT professionals. Our ability to integrate distinct specialties gives customers the opportunity to work with a coordinated team for the design and maintenance of their infrastructure. Utilitra has been recognized by the St. Louis Business Journal as a Best Places to Work finalist, one of St. Louis' 50 Fastest Growing Companies, and one of the Largest Women-Owned Businesses. We were also recognized by the St. Louis Post Dispatch as one of the area's Top Work Places. Utilitra is committed to building and sustaining an equitable and inclusive work environment where diversity is expected and valued. We believe that a diverse workforce benefits and enriches our mission, vision, and core values, and is a critical component to our company's success. Utilitra IS AN EQUAL OPPORTUNITY EMPLOYER. We proudly extend consideration for employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, age, national origin, disability, gender identity, sexual orientation, pregnancy, pregnancy-related conditions, protected veteran status, or any other criteria protected by law.

Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: *********************************************************************** A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. About the Role:As a Financial Specialist/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: Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. 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. 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. Meet our local leaders: Matt Banderman - Managing Director What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence. Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors. Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development. Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals. Tom Simon - Financial Advisor Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar! Passions: Building his own team, winning charity golf tourneys, and being a dad. Secret Weapon: A knack for leading with vision and commitment to growth. Time with our team: 12+ years. Alan Metzger - Financial Advisor Background: Accountant with 16 years in construction before joining Northwestern Mutual. Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball. Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter Background: Business Management graduate from UMSL, with recruiting experience since 2023. Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis. Time with our Team: Joined in 2024. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time. As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career. At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business. Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jim Zara Wealth Management Advisor How long with NM? 34 years. Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School. Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle. Cassandra Clemens Director of Recruitment and Selection: How long with NM? 4 years. Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years. Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab. Jesstine Kemper Financial Advisor: How long with NM? 6 years. Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager. Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria. Brian LaValle Private Wealth Advisor: How long with NM? 22 years. Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products. Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO. Jakob Junker Financial Representative: How long with NM? 6 months. Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender. Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games. 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 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. 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. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Personal Lines Risk Advisor Reports To: COO, Personal Practice Leader Essential Functions: Generates leads, develops new accounts, and manages existing personal insurance accounts to ensure client satisfaction and maintain competitiveness in the personal lines marketplace. Position Summary Requires an enthusiastic, proactive individual with excellent communication skills, a strong relationship mindset, and the drive to grow and maintain a personal lines book of business. Must be a self-starter who enjoys helping clients protect what matters most and is motivated to consistently improve and grow. Duties/Activities Coordinates with Personal Lines Manager and/or Sales Leader to identify target markets and develop offerings that keep Powers competitive in the personal lines space Actively generates new leads and accounts through referrals, networking, community engagement, and digital outreach Follows up on all leads and referrals promptly and professionally Evaluates prospect needs and educates them on the value and scope of available coverage options Assists Personal Lines Marketer with quoting and placing new personal insurance accounts Positively represents Powers Insurance and the insurance profession in the community Stays current with industry trends and product offerings through training and continuing education Embraces a growth mindset-receptive to coaching, feedback, and skill-building Maintains thorough records of client activity and communications in the agency management system Participates fully in team and sales training programs as requested New Business Gathers all necessary personal risk details to create a comprehensive and accurate new business submission Works with Personal Lines Marketer to prepare applications, quote details, and supporting documents Reviews carrier quotes for accuracy and alignment with client needs Collaborates with Personal Lines Marketer and/or Account Manager to finalize and personalize proposal documents Presents coverage proposals to prospects in a clear, consultative, and professional manner Closes the sale by finalizing coverage, confirming premium payment method, and instructing team to finalize signatures and issue the corresponding policies Actively participates in networking/prospecting activities, including building regular referral partners Submits signed documents and binding confirmation to Account Manager Ensures delivery of policy documents to clients in a timely manner, when appropriate Renewal Business Reviews upcoming renewals with Account Manager to determine client contact strategy Obtains updated risk information to facilitate accurate renewal quotes Discusses coverage changes, updated risk exposures, and available policy enhancements with Account Manager Helps ensure client understanding and retention by maintaining proactive communication throughout the renewal process Builds and maintains strong client relationships throughout the policy lifecycle Miscellaneous Assists in collecting premiums (initial, earned, or audit) as needed; ultimate responsibility for uncollected agency bill premiums fall on the Producer Identifies opportunities for process improvement that benefit clients and agency operations Maintains strong collaboration and communication with Account Managers Performs additional duties and special projects as assigned Knowledge, Skills and Ability Requirements Self-starter, aggressive, detailed with follow-through. Experience in the insurance field preferred, but not required. Minimum 2 years' sales experience. Competent computer skills, particularly Microsoft Office products including Word, Excel, and Outlook, and the ability to master the agency management system. P&C Broker license required within 90 days. Disclaimer The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job. Associate must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. All employees must also demonstrate positive personal and interpersonal behavior and attitude with customers and employees in order to ensure a high level of expertise in supervision and general management. Compliance The associate has the responsibility to acquire and maintain the required knowledge of industry regulations and licenses and those regulations and policies inherent to position requirements.

In 2007, four different, but complementary, professionals gathered to discuss a shared vision-assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses. This is what makes ours An Uncommon Partnership . With offices in St. Louis, Missouri and Denver, Colorado, our dedicated team has grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we are proud to build a growing team of Smart, Likeable, Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends. Parkside is searching for a highly motivated and experienced individual to join our existing practice as Team-Based Financial Advisor Associate within our Trust & Family Office division. This position requires a Bachelor's degree along with a professional designation (e.g. CPA, CFP , CFA , or similar) and a minimum of 5 years of experience in the financial industry, including at least 3 years of direct client advisory experience. RESPONSIBILITIES Work with a senior advisor on an existing team to develop new relationships, expand existing relationships, and retain current clientele Collaborate with team members to ensure the highest level of service on all clients Provide comprehensive wealth advisory services to a diverse clientele where Parkside is engaged as an advisor, trustee, or both at the same time Collaborate with in-house specialists experienced in estate planning, retirement planning, tax, and insurance to achieve client goals Evaluate financial portfolios, goals, objectives, and cash-flow needs, and mitigate risk for a tailored approach Prepare and deliver comprehensive aggregated account information encompassing all client assets Collaborate with analysts to prepare and present detailed client reviews Conduct client reviews and manage resulting action items in a timely manner Use internal tools and by working closely with client's other advisors to mitigate income and estate taxes Ability to analyze a balance sheet to identify risks and opportunities Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth Other projects as assigned by advisor QUALIFICATIONS Minimum of 5 years working experience in wealth management with 3 years direct client advisory experience Bachelor's degree required - accounting, economics, finance or business preferred Certification such as CFP , CFA , CPA, J.D., or similar Experience growing and establishing client relationships and assets Advanced Excel and writing skills Detail oriented and highly organized Able to multi-task and prioritize to meet deadlines Able to work as an integral part of a team High professional standards and sound judgement Able to focus on key priorities and thrive in a complex and ever-changing environment Strong work ethic and stable under pressure Willingness to learn and contribute to company's financial growth and profitability EMPLOYEE BENEFITS Parkside is proud to offer competitive benefits for all our employees, including: Competitive salary with bonus Medical, dental, and vision insurance 401k Plan + Employer Match Employee Stock Options Paid 4 Week Sabbatical Program with every 5 years of employment, including $5,000 for travel 12-week Paid Maternity Leave Tuition Reimbursement Employee charitable giving support Company-paid parking & more Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications. All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.

Join our team While many firms have faltered during the financial crisis, New York Life Insurance Company is standing strong. In fact, we're growing. We are seeking talented, dedicated, and highly-motivated people to join our team of professionals every day. If you've never considered a career in insurance and financial sales, that's okay. The majority of New York Life Agents arrived with diverse career backgrounds including Education, Coaching, Athletics, Military, Finance, Banking, Mortgage, and Real Estate. We provide the training, the experience and the marketing support services to help you establish your business and stand behind your efforts. There has never been a better time than now. Fortune Magazine named us the 64th largest company in the United States according to the Fortune 500 list based on 2009 revenue 1 and we received the highest financial strength ratings from the life insurance industry's independent rating agencies.2 This is all during one of the worst economies since the Great Depression. What we offer you Our financial representatives receive comprehensive professional training, have access to state-of-the-art technology tools and resources, and enjoy substantial benefits and the potential to earn significant income. We make a substantial investment in our field force. Our standards are high. We are looking for people with a great drive to succeed, the passion to make a difference, and the desire to love what they do.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join Greater Heartland Financial Group Prudential Advisors - Career Changer Opportunity About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Greater Heartland Financial Group Prudential Advisors At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact. Our growing offices are located: 12312 Olive Blvd., Suite 300, St. Louis, MO 63141 8000 S. Chester St. Suite 325, Centennial, CO 80112 About the Role: Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a driven spirit, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Could Thrive Here: Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry. Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way. Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice. Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families. Our Differentiators: Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients. Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success. FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience. Meet our team: Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers. Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs. Elizabeth Walker-Sadler, Director of Business Development: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development. Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities. Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports. Our Ideal Candidate: Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals. You possess an driven mindset and are eager to learn. No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role. Youre ready to take ownership of your career, learn new skills, and build a meaningful practice. Qualifications: No prior financial licenses requiredtraining and support provided. A strong desire to help others and build relationships. Excellent communication skills and the ability to work well in a team environment. An driven spirit with the drive to achieve success. Position Benefits and Compensation: Competitive compensation with potential for performance-based bonuses. 401(k) with matching contributions. Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals. Medical, dental, and vision benefits, along with healthcare reimbursement accounts. Life insurance, accident insurance, and disability income coverage. Mutual fund investment plans and business development programs. Apply Today to Start Your Career as a Financial Advisor with Prudential! Flexible work from home options available.

Job DescriptionSalary: Base Salary + Commission About Us Compass Retirement Solutions is a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. We provide qualified leads, marketing support, and a proven system to help advisors close business and maximize their earnings. What Were Looking For We are seeking a goal-oriented Financial Advisor who can turn qualified company leads into clients while also being motivated to generate their own business. The ideal candidate will be a strong closer with a 30%+ conversion rate on company leads and a hunger for personal growth. What Youll Do Work with pre-qualified leads provided by the companyno cold calling required. Convert at least 30% of company-generated leads into clients. Build relationships through consultations, educational events, and strategic follow-ups. Generate additional business through referrals and warm lead calls. Utilize our CRM and sales systems to track client interactions and maximize conversions. Stay up to date on industry trends, tax strategies, and financial solutions to deliver the best client outcomes. Compensation & Support Base salary + commissions (six-figure earning potential). Company-provided leads and marketing support to keep your pipeline full. Access to proven sales systems to improve closing ratios. Dedicated operations and marketing teams to help you focus on selling. Bonuses and incentives for top performers. Who You Are A licensed financial professional (Series 65 preferred or willing to obtain). A proven closer with experience in financial services, insurance, or investments. Competitive, driven, and hungry to succeed. A strong communicator who builds trust and credibility with clients. Self-motivated with the ability to balance company leads and self-generated business. Coachable and willing to follow a structured sales process. Why Join Us? Warm, pre-qualified leads providedno cold prospecting. A structured sales process with proven results. A supportive team environment focused on helping you succeed. Earning potential of $100,000 $300,000+ based on performance. Career growth opportunities within a fast-growing firm. If youre a driven financial professional who thrives on closing deals and wants the best of both worldsqualified leads and the freedom to grow your own book of businesswe want to hear from you!

Why This Is a Great Opportunity - Join a 100% employee‑owned advisory firm with over a century of service and a strong reputation for client‑first culture. - Work in an environment where your book is your book and your clients are your clients - the firm supports your autonomy and growth. - Take advantage of best‑in‑class infrastructure: integrated technology platform, strong operations support, and exceptional onboarding/transition process. - Firm's approach focuses on the full lifecycle of wealth: accumulation → distribution → legacy, aligning with advisors who deliver holistic planning. - Competitive compensation and benefits including transition bonuses, profit sharing, employee ownership opportunities, and robust benefits. Job Description As a Financial Advisor, you will help high‑net worth individuals, families, and business owners navigate their financial lives across all phases, including accumulation, distribution, and legacy planning. You'll develop and manage client relationships, craft customized wealth strategies, partner with specialists (tax, estate, risk), and leverage firm resources to deliver exceptional service. Key Responsibilities: - Build and maintain trusted client relationships through customized wealth management, investment recommendations, financial planning, and service excellence. - Grow new business through proactive outreach, referral networks, and community engagement. - Manage portfolios and financial plans in accordance with client goals, risk tolerance, stage of life, and legacy desires. - Collaborate with internal specialists and firm support (compliance, operations, tech) to deliver scalable, high‑quality advice and service. - Leverage the firm's technology platform and operational infrastructure to optimize advisor productivity and client experience. Qualifications - Bachelor's degree in Finance, Economics, Business, or related discipline. - Active FINRA Series 7 + 66 (or 63 + 65) licenses required. - 3+ years of financial advisory, brokerage, or wealth management experience managing client relationships and assets under management. - Proven track record of business development, referrals, and client growth. - Entrepreneurial mindset and client‑first orientation in alignment with firm culture. - Ability to embrace and leverage technology, firm infrastructure, and collaborative planning process. Additional Details Company: Confidential independent, employee‑owned wealth management firm serving clients across accumulation, distribution, and legacy stages. #ACCNOR

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.

Emerson Tool Company is seeking a driven, efficient, and organized individual with excellent communication skills to join our Finance group as a Summer 2026 Intern. This position provides invaluable professional experience in a fast-paced environment. The Finance intern will support the day-to-day functions of the department, while also providing an opportunity to work on special projects and develop technical skills. This internship is located at Emerson Tool Company in Des Peres, MO. **In This Role, Your Responsibilities Will Be:** + Work across the organization and leverage cross-functional teams to provide expert analytical support + Develop and deliver influential presentations that summarize complex analyses and drive effective business decisions + Perform ad-hoc analyses to investigate price or cost trends + Develop partnerships across the business and functional areas of the organization **Who You Are:** + You define overall goals and objectives. You study data to make course corrections. You prepare content for communication that is impactful. **For This Role, You Will Need:** + Enrolled in an undergraduate degree in a business discipline + Basic knowledge of fundamental accounting concepts, procedures, and techniques + Proficiency with Microsoft Excel + Ability to work full-time and onsite for the duration of the internship. + Legal Authorization to work in the United States - Sponsorship will not be provided for the role **Preferred Qualifications That Set You Apart:** + At least 2 years of completed coursework towards an undergraduate degree in a business discipline + General knowledge of fundamental accounting and financial concepts, procedures and analysis techniques + Experience with Oracle Financial Modules, Oracle Business Intelligence and GL Wand + Excellent organization and communication skill + Strong ability to deal with ambiguity and constant change + Minimum GPA of 3.2 **Our Culture & Commitment to You:** + At Emerson, we are committed to encouraging a culture where every employee is valued and respected for their outstanding experiences and perspectives. We believe a diverse and inclusive work environment contributes to the rich exchange of ideas and diversity of thoughts, that encourages innovation and brings the best solutions to our customers. \#LI-KT1 **WHY EMERSON** **Our Commitment to Our People** At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration. We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor. At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together. **Work Authorization** Emerson will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. **Equal Opportunity Employer** Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment. **Accessibility Assistance or Accommodation** If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: idisability.administrator@emerson.com . **ABOUT EMERSON** Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability. With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety. We offer equitable opportunities, celebrate diversity, and embrace challenges with confidence that, together, we can make an impact across a broad spectrum of countries and industries. Whether you're an established professional looking for a career change, an undergraduate student exploring possibilities, or a recent graduate with an advanced degree, you'll find your chance to make a difference with Emerson. Join our team - let's go! **No calls or agencies please.** **Requisition ID** : 26000082 Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

LCMS Foundation The LCMS Foundation Mission The Foundation has four primary purposes: Providing planned giving services to LCMS members for the benefit of all ministries of the Synod. Providing investment management services for ministry funds and endowments held by congregations and other LCMS ministries and institutions. Providing training to others in the LCMS on how to do charitable gift planning. Receiving non-cash gifts, like land and securities, on behalf of any LCMS organization, so that they can convert those gifts into liquid assets. When the Foundation does its job well, both donors and ministries are blessed. Specifically, donors are assisted in using their God-given spirit of generosity to make the most effective gifts to ministries and their families. While ministries are blessed through the creation of long-term funding sources, as well as by having the Foundation as a trusted steward to invest and grow those sources. Department Profile The LCMS Foundation's mission is to Link Christians with Giving Opportunities. It does so by focusing on the areas of planning giving, trust, and investment management. Reporting Relationships Reports to the Senior Vice President Finance/Administration. Essential Job Functions Learn about the Foundation's investment program and financial operations. Review and analyze financial statements. Research topics as assigned and report to senior management. Perform analytical projects as assigned, including revenue and expense analysis, peer comparison, trend analysis, and industry research. Understand the Foundation's organization and learn how investment models is shaped by the need to encourage and support planned giving. Interact with Accounting, Investment, and Trust Administration team. Education and Experience Applicants should be Business, Finance, Economics or Accounting majors. Competencies (Knowledge, Skills and Abilities) Proficient in Microsoft Office applications, especially excel. Strong work ethic and willingness to learn. Successful completion of coursework in Finance, Economics, and Business. Strong written and verbal communication skills. Good analytical skills. Supervisory Responsibility None

We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: 11. Attend and participate in CUNA Brokerage Service, Inc., meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. SKILLS AND CERTIFICATIONS selling securities selling insurance F2F client meetings with production background familiar with the financial institution model of branches IDEAL CANDIDATE Someone who does not need to be coached or trained. If given solid resources, they can create a business plan and work the branch channels for prospects, referrals, etc. Good communicator, good with people, can train and mentor others, but can also write business. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to companies, but would not be ideal if one-sided in just insurance or just securties. We need them to be well rounded in their experience with both areas of planning. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 - $20 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Vision insurance ROLE DESCRIPTION: As a financial services representative with the Ehrhardt Agency, 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: Consult customers with financial planning and investment options. Assist customers 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. Analytical and communication skills. Series 6, 63, and 65 licensed

Saint Louis, Missouri **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 (******************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** + Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days + Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Sets and accomplishes goals, achieving whatever one sets their mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Efficiently manages time and capacity + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Strong computer skills with an ability to multitask in a demanding environment + Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.