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Investment banking analyst full time jobs - 65 jobs

  • Financial Analyst

    Russell Tobin 4.1company rating

    Columbus, OH

    💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time) 🎯 Perfect for Recent Grads! Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry! ⚠️ Contract Position - 3 months duration 📋 What You'll Do: Review and approve money movement transactions 💸 Provide world-class customer service 🌟 Work with Morgan Stanley branch associates Apply risk policies to prevent fraud 🔒 Stay current on SEC/FINRA compliance rules 📚 🎓 What We're Looking For: Recent college graduates or equivalent experience Basic experience with Microsoft Suite 💻 Strong communication and interpersonal skills 🗣️ Attention to detail and organizational skills 📊 Ability to learn new systems quickly ⚡ 🌟 Why This Role? Fast-paced, high-quality work environment Team collaboration with critical thinking Exposure to compliance and risk management Technology and project experience Excellent entry point into finance career! 💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
    $44k-63k yearly est. 3d ago
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  • National Branch & Self-Directed Investing - Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH

    Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies. As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. **Job responsibilities** + Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports + Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics + Create financial business cases supporting business initiatives + Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area + Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management + Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets + Help design new reports and dashboards to efficiently deliver the financial results to senior management + Enhance controls and streamline processes, introducing automation where possible **Required qualifications, capabilities, and skills** + Bachelor's degree in Accounting, Finance or a subject of a technical nature + 3+ years of work experience in Financial Services, and/or accounting/controller background + Advanced skills in Excel and PowerPoint + Proficiency with data mining/gathering and manipulation of data sets + Inquisitive, enthusiastic and diligent, and capable of challenging peers + Strong verbal and written communication skills, with the ability to articulate complex issues clearly + Ability to create ad hoc reporting for senior management + Proven track record for executing on special projects / assignments with little lead time or information + Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills + Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams + Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $83,600.00 - $115,000.00 / year
    $83.6k-115k yearly 39d ago
  • Investment Associate

    Dasstateoh

    Columbus, OH

    Investment Associate (260000A8) Organization: Arts CouncilAgency Contact Name and Information: Jarred SmallUnposting Date: Feb 5, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 33 30 East Broad Street 33rd Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $53,602Schedule: Full-time Work Hours: 40 hours a week Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Grants AdministrationTechnical Skills: Budgeting, Accounting and Finance, Grants AdministrationProfessional Skills: Attention to Detail, Interpreting Data, Problem Solving Agency OverviewThe Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations.Job Description*PLEASE NOTE: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.*The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office.This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations. Duties include, but are not limited to:Facilitate grants administration work for all agency grant programs: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed.Read, interpret, and prepare technical reports: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices.Maintain excellent public relations: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved.Maintain the agency's online grant application system: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed.Assist with special programs and projects: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan. Major Worker Characteristics:Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages.(*) Developed after employment.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsMinimum Class Qualifications For Employment:Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations.Or six months' experience as Grants Coordinator 1, 63161.Or equivalent of Minimum Class Qualifications For Employment noted above.Supplemental InformationSome evenings and/or weekends are required. Occasional overnight travel may be necessary. As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30.The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or ***********************. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made. *In-House Note: Please submit a cover letter and current resume in support of your interest in the position.Submit application materials to:Ohio Arts ********************************************ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
    $53.6k yearly Auto-Apply 18h ago
  • Internship - Private Wealth Management (Columbus, IN Summer 2026)

    Robert W. Baird & Co. Incorporated 4.7company rating

    Columbus, OH

    About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Columbus, IN office. We are seeking a student who can start in May 2026. The Impact You'll Make: * Support various projects from Financial Advisors (i.e. review reports and conduct research) * Prepare for client meetings and presentations * Assist with financial planning and market research * Handle admin tasks, calls and basic client questions * Contribute to branch marketing initiatives * Process paperwork and documents * Perform other duties and project support as needed What You'll Bring to Baird: * Pursuing a bachelor's degree in finance, business or related degree preferred * Anticipated graduation date of December 2026 or later * Interest in financial services and developing a career in private wealth management * Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates * Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery * High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively * Prior experience in an office setting is preferred About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. #LI-CH1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $69k-117k yearly est. 18d ago
  • Investment Associate

    State of Ohio 4.5company rating

    Columbus, OH

    *PLEASE NOTE\: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.* The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office. This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations. Duties include, but are not limited to: Facilitate grants administration work for all agency grant programs\: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed. Read, interpret, and prepare technical reports\: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices. Maintain excellent public relations\: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved. Maintain the agency's online grant application system\: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed. Assist with special programs and projects\: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan. Major Worker Characteristics: Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages. (*) Developed after employment. Some evenings and/or weekends are required. Occasional overnight travel may be necessary. As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30. The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or *********************** . When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made. *In-House Note\: Please submit a cover letter and current resume in support of your interest in the position. Submit application materials to: Ohio Arts Council ************************* ************ Minimum Class Qualifications For Employment: Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations. Or six months' experience as Grants Coordinator 1, 63161. Or equivalent of Minimum Class Qualifications For Employment noted above. At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position. Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. The Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations. The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
    $53.6k yearly Auto-Apply 4d ago
  • Financial Analytics Professional

    Humana 4.8company rating

    Columbus, OH

    **Become a part of our caring community and help us put health first** The Financial Analytics Professional 2 manages data to support and influence decisions on day-to-day operations, strategic planning and specific business performance issues. The Financial Analytics Professional 2 work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action. The Financial Analytics Professional 2 collates, models, interprets and analyzes data in order to identify, explain, influence variances and trends. Explains variances and trends and enhances modeling techniques. May possess financial or actuarial background. Understands department, segment, and organizational strategy and operating objectives, including their linkages to related areas. Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed. Follows established guidelines/procedures. **Use your skills to make an impact** **Required Qualifications** + Bachelor's Degree + 5 years technical experience + Experience in compiling, modeling, interpreting and analyzing data in order to identify, explain, influence variances and trends + Explain variances and trends and enhance modeling techniques + Experience in managing data to support and influence decisions on day-to-day operations, strategic planning and specific business performance issues + Possess a working knowledge and understand department, segment and organizational strategy + Must be passionate about contributing to an organization focused on continuously improving consumer experiences **Preferred Qualifications** + Master's Degree + Financial or Actuarial background + Project Management Certification **Additional Information** This role will be primarily responsible for preparing data and summarization for industry-wide Medicaid actuarial analyses. Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. **Scheduled Weekly Hours** 40 **Pay Range** The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $66,800 - $91,100 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. **Description of Benefits** Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 01-30-2026 **About us** Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large. **Equal Opportunity Employer** It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
    $66.8k-91.1k yearly 10d ago
  • FINANCIAL MANAGEMENT ANALYST

    Department of Defense

    Columbus, OH

    Apply FINANCIAL MANAGEMENT ANALYST Department of Defense Defense Finance and Accounting Service DFAS - ENTERPRISE SOLUTIONS AND STANDARDS - JJAPEBB Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents * How to apply Summary This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment. Summary This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment. Overview Help Accepting applications Open & closing dates 01/13/2026 to 01/27/2026 Salary $50,460 to - $83,727 per year Pay scale & grade GS 7 - 9 Locations 1 vacancy in the following locations: Indianapolis, IN Limestone, ME Rome, NY Cleveland, OH Show morefewer locations (1) Columbus, OH Remote job No Telework eligible No Travel Required 25% or less - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential 9 Job family (Series) * 0501 Financial Administration And Program Supervisory status No Security clearance Other Drug test No Position sensitivity and risk Noncritical-Sensitive (NCS)/Moderate Risk Trust determination process * National security Financial disclosure No Bargaining unit status Yes Announcement number ML-12859911-26 Control number 854267800 This job is open to Help Internal to an agency Current federal employees of the hiring agency that posted the job announcement. Clarification from the agency This announcement is open to current, permanent DFAS employees in the competitive service, Eligible DoD PPP Military Spouse preference applicants and current DFAS VRA employees. Duties Help * Performs random reviews of disbursements for assigned programs such as Military Pay, Civilian Pay, Travel Pay, Retired and Annuitant Pay, and Commercial Pay. * Organizes, collects, analyzes and presents a variety of data, information, and statistics related to financial programs and projects based on reviews of assigned program accounts. * Researches and identifies problems, determines corrective actions as needed and recommends changes to procedures and practices. * Develops recommendations for modifications or correction of deficiencies. * Analyzes and evaluates financial management systems, public laws, governing policies, guidelines, rules, regulations, and precedents. Requirements Help Conditions of employment * Must be a U.S Citizen or National * This national security position, which may require access to classified information, requires a favorable suitability review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination. * Registered for Selective Service (males born after 12-31-1959) * Suitable for Federal employment * Time after Competitive Appointment: Candidates must have served 3 months after latest competitive appointment in the Federal service. * Time in Grade Requirement - see the Qualifications field below for more details. * Obtain/Maintain Financial Management Certification * New employees to the Defense Finance and Accounting Service will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov. * The Tax Cuts and Jobs Act of 2017 makes certain reimbursements/payments taxable. For information on these changes and the Relocation Income Tax Allowance (RITA), for which some appointees are eligible, click here. * Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level. Qualifications You may need to send proof of education or of certification to be considered for this position. Click here for more information on who must submit documentation at the time of application and what documentation is acceptable: Transcripts and Certifications. One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade within the federal service, which demonstrates the ability to perform the duties of the position, is required. Specialized Experience at the GS-7: One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-5) within the federal service, which demonstrates the ability to perform the duties of the position, is required. Specialized experience at the GS-07 level is defined as: Applying financial laws, regulations, principles, systems knowledge, policies, methods, and practices for commercial pay to perform random document reviews for Commercial Pay. Providing routine technical guidance to managers, employees and/or customers; gathering data from financial systems; and researching financial policies and laws to resolve common financial issues related to Commercial Pay. Specialized Experience at the GS-9: One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-7) within the federal service, which demonstrates the ability to perform the duties of the position, is required. Specialized experience at the GS-09 level is defined as: Applying financial laws, regulations, policies and procedures and performing random reviews of disbursements for Commercial Pay. Organizes, collects, analyzes and presents a variety of data, information, and statistics related to financial programs and projects based on reviews of assigned program accounts. Time-in-Grade: Current or former federal employees who have held a GS position in the preceding 52 weeks, must meet the time in grade requirement. To be considered for the GS-7, applicants must have served 52 weeks as a GS-5 or higher in the Federal service. To be considered for the GS-9, applicants must have served 52 weeks as a GS-7 or higher in the Federal service. You may qualify for consideration if meeting time-in grade, specialized experience, education requirement, 90 days after competitive appointment requirement, and all other qualification requirements within 30 calendar days after the closing date of the announcement, unless otherwise indicated on the announcement. The effective date of your SF-50 must reflect that you will meet the 52-week time in grade requirement within 30 days of the announcement closing. Education GS-07 Substitution of Education for Experience: One full year of graduate level education or Superior Academic Achievement (****************************************************************** may be substituted to meet the specialized experience requirement. Equivalent combinations of successfully completed graduate level education and experience may be used to meet total experience requirements. GS-9 Substitution of Education for Experience: Two full years of progressively higher level graduate education, Master's or equivalent graduate degree, may be substituted to meet the specialized experience requirement. Equivalent combinations of successfully completed graduate level education and experience may be used to meet total experience requirements. Additional information * Moving expenses will not be paid. * Telework availability is limited and will only be provided on a rare case-by-case basis during situations where Agency Leadership has determined that telework serves a compelling DoD need. * We may use this announcement to make a temporary promotion. For some positions, the temporary promotion may be made permanent without further competition. * Selections are subject to restrictions resulting from the DoD Program for Stability of Civilian Employment. * We may use this announcement to fill additional vacancies within 120 days of the closing date. * This position is exempt from the Fair Labor Standards Act. * Travel requirement is seldom. * This position is covered by a bargaining unit. * This position will be covered by formal training under the DFAS Career Acclimation Program (DCAP). The purpose of this program is to develop well-qualified, well-trained, high potential employees for future positions within DFAS. Promotion is conditional based on performance, successful completion of training, and availability of higher graded work. Participants who do not successfully complete the program may be separated. * For grades below the full performance level, only MSP/PPP eligible candidates who currently occupy a formal training program position will be entitled to exercise their priority preference. * Retired Civil Service Employee: Employment of retired Federal employees receiving an annuity is subject to the requirements of the Department of Defense (DoD) policy guidance. (See DoD Instruction 1400.25, Volume 300, here. * The Security Designation will vary and dependent upon position and may require a secret clearance or higher. Employment in this position requires a background investigation which may delay starting date. If you are selected and cannot obtain a favorable security determination within a reasonable period of time due to disclosed/undisclosed background issues, the employment offer may be withdrawn. Individuals selected are required to obtain/maintain a favorable security determination to occupy a sensitive position within the agency as a condition of employment. Failure to maintain eligibility to occupy a sensitive position may result in termination. For more information see the security section of Understanding Vacancy Announcements. * Criminal History Inquiries- For some positions, criminal history inquiries may not take place before you receive a conditional job offer. Please see Fair Chance to Compete for Jobs Act of 2019 (dfas.mil) for more information on The Fair Chance to Compete Act, exceptions, and DFAS contact information. * This position requires you to obtain and maintain a Level 2 Certification under the DoD Financial Management (FM) Certification Program as a condition of employment. If you are selected, you will have to obtain this certification within two (2) years of your entry on duty in the position unless you are already in a position that requires a Level 2 Certification in which case you must complete the certification within the original 2-year period. Failure to become certified within the required time-frame may be grounds for removal from the position and/or from Federal service. Information about the DoD FM Certification Program is available at: ************************************************* Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. IMPORTANT NOTE - YOU MUST FOLLOW ALL APPLICATION INSTRUCTIONS CAREFULLY. ERRORS OR OMISSIONS MAY AFFECT YOUR RATING. You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application and your responses to all assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics): * Accountability * Arithmetic/Mathematical Reasoning * Attention to Detail * Customer Service * Decision Making * Flexibility * Integrity/Honesty * Interpersonal Skills * Learning * Reasoning * Self-Management * Stress Tolerance * Teamwork Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a RA, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. ************************************************************** 5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist. 6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist. 7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist. 8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available. 9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/27/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating. How to Apply Help The following link will help you determine if you meet the eligibility to apply for this position: *************************************************************************************** PLEASE NOTE: You will be considered only for those appointment eligibilities for which you select, attach supporting documentation and are found eligible. Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required assessments, and required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows: * Click the Apply Online button. * Answer the questions presented in the application and attach all necessary supporting documentation. * Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date. * If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice. * Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials. * Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended. * Set aside at least 3 hours to take the USA Hire assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link. * Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused. Visit the USA Hire Applicant Resource Center for practice assessments and assessment preparation resources at **************************************** To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed. To view the announcement status or your application status: Click on this: ******************************************************** Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application. Agency contact information HR Customer Care Center Phone ************** Email ************************************************ Address DFAS - ENTERPRISE SOLUTIONS AND STANDARDS 8899 E. 56th Street Indianapolis, IN 46249 US Next steps The resume you submit will be used to assess your qualifications for the job and to identify the best-qualified applicants to be referred to the hiring manager for further consideration and possible interviews. We will notify you of the outcome after each of these steps is completed. After making a tentative job offer, we will conduct a suitability/security background investigation. Fair and transparent The Federal hiring process is set up to be fair and transparent. Please read the following guidance. Criminal history inquiries Equal Employment Opportunity (EEO) Policy Financial suitability New employee probationary period Privacy Act Reasonable accommodation policy Selective Service Signature and false statements Social security number request Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. ************************************************************** 5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist. 6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist. 7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist. 8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available. 9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/27/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
    $50.5k-83.7k yearly 5d ago
  • Experienced Financial Advisor - Columbus, OH

    Coastal Wealth 3.7company rating

    Columbus, OH

    Financial Advisor - Columbus, OH Empower Lives. Build Your Future. Thrive in Columbus, OH Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in Columbus, OH Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $75,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
    $75k-100k yearly 59d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Upper Arlington, OH

    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.
    $60k-107k yearly est. Auto-Apply 10d ago
  • Analyst - Buy-Side Mergers and Acquisitions

    Copper Run Capital LLC

    Columbus, OH

    Job DescriptionAre you ready to accelerate your career in mergers and acquisitions with a fast-paced, growth-oriented investment bank? At Copper Run, we're adding a full-time Buy-Side M&A Analyst at our Columbus headquarters to join a dedicated deal team in support of the execution of buy-side engagements across a wide range of industries. You'll work side-by-side with seasoned dealmakers, clients, and company leadership to help deliver outstanding outcomes in the middle market. This is more than just a back-office role-it's a front-row seat to the deal process, from sourcing through close.What We're Looking ForWe want someone who's: Driven to make an impact Organized and thrives on juggling multiple priorities Curious about businesses and transactions Comfortable communicating with CEOs, private equity firms, and everyone in between If you're someone who takes initiative, works well under pressure, and loves the thrill of chasing a deal, you'll fit right in.What You'll DoYou'll play a key role in supporting your deal team across all phases of the M&A lifecycle: Conduct market and industry research to support M&A strategy and explore potential acquisition targets Research and evaluate acquisition targets that fit within the scope of the client's acquisition strategy Conduct direct outreach including calls, emails, and mail to generate deal conversations with executives and senior leadership Input, maintain, and update target and prospect data within the CRM system to ensure accuracy and completeness Develop compelling marketing materials (letters, teasers, pitch decks etc.) Participate in introductory conversations with business owners and clients, capturing key details, needs, and goals Initiate, manage, and organize financial and organizational diligence items Analyze and interpret financial statements Respond to client and target inquiries with professionalism and urgency Assist in training and guiding interns What We Offer Competitive base salary based on experience Lucrative incentive bonus potential Comprehensive benefits package, including medical, dental, vision, 401(k), disability, and life insurance Flexible Time Off (FTO) to recharge when you need it Daily lunch provided (yes, every day) Casual-but-professional atmosphere where hard work and personality both matter Ongoing training and hands-on deal experience from day one What You Bring Bachelor's degree in finance, accounting, economics, or related field 1-3 years of M&A, consulting, public accounting, or finance experience Strong communication skills, including comfort with outbound calls High attention to detail and organizational ability Proficiency in Excel, PowerPoint, and Word (plus an eagerness to master new tools) Ability to prioritize, multitask, and work well under deadlines Strong team player mentality-collaborative and positive Must be authorized to work in the U.S. without sponsorship, now or in the future Ready to roll up your sleeves and help clients achieve extraordinary outcomes? Apply today and take the next big step in your M&A career at Copper Run. EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation. Powered by JazzHR aah Kfl8for
    $50k-73k yearly est. 27d ago
  • Investment Advisor I

    PNC 4.1company rating

    Columbus, OH

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Columbus, OH.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Supports the management of accounts in accordance with investment objectives that have been developed with the client. Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client. Supports the execution of risk management practices through the adherence to PNC's policies and procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship ManagementCompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value SellingWork ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $45,000.00 - $115,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-115k yearly Auto-Apply 14d ago
  • Analyst, Warehouse Administration & Finance Operations-Execution

    Situsamc

    Columbus, OH

    SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients. Essential Job Functions: + Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements, + Provide direct operational support with the use of technical and operational solutions for external clients and lending partners + Develop and maintain relationships with clients and their lending partners. + Create, participate, and provide feedback in prospective client presentations + Performing tasks and reporting related to warehouse financing in ProMerit + Professional and timely communication with clients via conference calls, zooms and email + Coordinate meetings, send out meeting planners and take notes on calls + Analyze and process client requests in a timely manner and meet deadlines + Recommend process improvements to streamline operations and enhance efficiency + Liaise with offshore resources to ensure seamless coverage of all client requirements + Collaborate with marketing team to prepare materials for external distribution + Support ad-hoc projects and other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience + Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent. + 2 plus years related industry experience and/or training preferred, highly regulated + Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives + Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation + Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO + Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events + Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics + Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies + Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations + Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security. \#LI-MS1 #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $50,000.00 - $80,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
    $50k-80k yearly 60d+ ago
  • Wealth Management Advisor

    Park National Bank 3.8company rating

    Columbus, OH

    RESPONSIBILITIES Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc. Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products Respond in a timely manner to trust related and banking issues Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned COMPETENCIES Interpersonal/Customer Service Skills Written and Verbal Communication Ability to understand and follow directions Adaptable to change Basic Computer Skills Organizational Skills/Detail Oriented Able to Multi-Task or Juggle Priorities Ability to build collaborative relationships Ability to work as part of a team EDUCATION - CERTIFICATIONS - WORK EXPERIENCE Bachelor's degree in business or equivalent combination of education and work experience required 2-4 years related work experience required SCHEDULE Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. A flexible work arrangement may be available for this position. Candidate must live within 50 miles of Columbus, Ohio. Please speak to the hiring manager for more information.
    $52k-87k yearly est. 60d+ ago
  • Financial Arrangement Specialist

    Merion Village Dental 3.8company rating

    Columbus, OH

    Do you like to explain complex things in a simple way? Do you want to help people understand their dental benefits? This is a rare opportunity for a customer service oriented person to join a progressive healthcare practice as Financial Arrangement Specialist - part-time or full-time! We will help to train you! Use your outstanding and natural customer service talent in our beautiful office, you will make our current patients even more impressed with our unbelievable service. We have required PPE. Full-time team benefits include, but are not limited to: CE, in-house training, Paid Time Off, paid holidays, 401K, vision insurance, life insurance, mentorship and the best dental insurance in town! You will need to be available some evenings and Saturdays. If this sounds "like you", please send your resume today!
    $58k-95k yearly est. 60d+ ago
  • Investment Advisor I

    PNC Financial Services Group, Inc. 4.4company rating

    Columbus, OH

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Columbus, OH. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Supports the management of accounts in accordance with investment objectives that have been developed with the client. * Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. * May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client. * Supports the execution of risk management practices through the adherence to PNC's policies and procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management Competencies Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value Selling Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $45,000.00 - $115,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-115k yearly 13d ago
  • Merrill Experienced Financial Advisor

    Bank of America Corporation 4.7company rating

    Columbus, OH

    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
    $48k-80k yearly est. 35d ago
  • Campus - Mortgage Finance Summer Intern

    NVR, Inc. 4.7company rating

    Columbus, OH

    NVR has been helping families build their happily ever after since 1948. As a Top 5 US homebuilder, we're committed to quality and to our customers and we take pride in the over 500,000 new homes we have sold and built across the country. Working in the homebuilding industry is tangible and rewarding, but not every job at NVR requires a hard hat. We don't just sell and build new homes; we also manage teams, acquire land, manufacture materials, provide mortgages to our customers, and provide corporate support to NVR's multi-billion dollar business operations. Join us for the summer and apply your schoolwork to real-life business situations with a growing industry leader. The NVR Mortgage Summer Internship program will provide you with hands on experience in all aspects of the mortgage process for our Ryan Homes, NVHomes or Heartland Homes homebuilding customers. You'll receive practical experience in processing, closing, underwriting, customer communication and negotiation while learning about the regulatory process that governs the mortgage industry. You will gain valuable experience, embrace key responsibilities, and be compensated for it. And it's interesting to note that many of our past summer interns are now full-time employees! Primary Responsibilities * Work alongside mortgage professionals as they pre-qualify prospective home buyers and negotiate competitive financing options * Learn how to guide customers from initial application to their settlement date in a highly competitive marketplace * Gain experience in processing and obtaining mortgage approval and conducting mortgage closings * Learn about the homebuilding industry that NVR Mortgage supports * Spend time with sales and production teams to experience the hard work and management skills that come together to deliver a customer's dream home Qualifications * Current enrollment in college degree program (scheduled to graduate within 12 months of the internship is preferred) * Highly driven & self-motivated with leadership experience * Strong communication skills * Current Driver's License * Students from all degree majors are welcome Life at NVR At NVR, our industry-leading training and mentoring give you the tools and knowledge you need to succeed. All our employees periodically head out into the field with our regional trainers, learning first-hand how we build our homes, source our materials, work with suppliers, interact with our customers, and more. As an organization, we are committed to helping you become one of our 80% of managers who are promoted from within. As soon as you join the team, we pair you with mentors who are eager to share their knowledge, provide guidance and help you find success. We are an Equal Opportunity Employer. Drug Testing and Credit Check are required. Applicants must be legally entitled to work in the United States, as NVR does not provide visa sponsorships.
    $27k-31k yearly est. 4d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Mount Vernon, OH

    **Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. **Job Overview** **Position Schedule:** Full-Time Branch Address: 120 E Chestnut, Mount Vernon, OH This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. The posting may close early due to the volume of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. **We'll give you the support you need.** **Our team will be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources **What characteristics would make you a successful Associate Financial Advisor?** + Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions + Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability in a nimble learning environment + Attention to detail, strong organizational and time management skills **Can you see yourself...** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your local community to grow the business? + Contributing to the branch business plan to increase branch effectiveness? **As a salaried professional, you can also expect...** + A culture of continuous improvement and professional development + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. **Hiring Minimum:** $61800.00 **Hiring Maximum:** $65600.00 Read More About Job Overview **Skills/Requirements** **Key responsibilities with existing and newly created clients** Responsibilities may include: + Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. + Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. + Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. + Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. + Continually develop yourself to grow personally and professionally. **Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + At least 3-5 years of relevant experience in securities industry preferred + FINRA licenses required within three months. State insurance licenses required + As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $61.8k-65.6k yearly 33d ago
  • Finance Intern

    Worthington Enterprises 3.9company rating

    Columbus, OH

    Worthington Enterprises is looking for a student to assist its Finance function within the Heating Cooling & Construction Unit. The internship involves data analysis, management reporting, and various ad hoc accounting and financial tasks. This program has been highly successful at giving valuable experience to students as well as providing potential long-term opportunities within the company. Candidates must be willing to work part-time during the school year. Responsibilities: * Prepare data for monthly meetings with our Sales organization around customer demand, metrics, and profitability * Provides supply chain team with key analysis to support monthly S&OP meetings * Prepare pricing analysis sheets to assist the Sales team in price desk meetings Desired Experience: * Accounting or Finance Major * Immediate and ongoing availability * 15-20 hours minimum during school year and 40 hours during summer 2026 * Grade Point Average: 3.0 or above
    $29k-32k yearly est. Auto-Apply 10d ago
  • Financial Analyst, Technology Finance

    VSCO 4.3company rating

    Reynoldsburg, OH

    Financial Analyst, Technology Finance - (04FPU) Description Financial Analyst, Technology FinanceYour RoleThe Financial Analyst is responsible for partnering in the preparation of the VS&Co global IT departmental budgets/forecasts and related monthly reporting in support of the IT Leaders. Typically works cross-functionally with partners including: Procurement, Corporate Finance, Accounting, Project Finance, Brand/Function Finance and numerous IT departments. Why You Belong Here At Victoria's Secret & Co, you'll join a world-leading specialty retail brand recognized globally for innovation and excellence in lingerie and fashion. You'll work alongside industry leaders to set the standard for what a retail brand can achieve, placing customers at the center of everything we do to create products and experiences that bring them joy. We believe everyone deserves a place where they truly belong. We celebrate individuality and know that your passion, experience, and unique perspective strengthen our team and business. Here, you'll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain real-world experience, and learn from the best in the business. Your Impact · Manage monthly expense forecasts including associated variance analyses and cost optimization opportunities against targets· Support monthly close, including accruals and variance explanations/analysis· Prepare financial summary materials and variance analyses for monthly IT leadership reviews· Aid in management of a robust services chargeback model including validation and monitoring of expense splits between intercompany channels· Develop financial models and reports that are flexible, accurate, and clearly present key findings, assumptions, and insights· Perform ad-hoc and special project analysis as directed - provide decision-support analysis highlighting trends requiring management attention and/or further review· Support global budgeting process· Work with operating partners to manage in-season expense spending to ensure compliance with budget targets and business objectives Click here for benefit details related to this position. Posted Salary Minimum: $66,200. 00 Posted Salary Maximum: $86,835. 00 (US Dollar (USD) VS&Co provides an estimated range of compensation for this role as shown. Your actual compensation will be determined by a number of relevant factors, including but not limited to your specific skills, experience, & geographic location. Qualifications: Your Experience· 2 to 5+ years of financial analysis experience, specifically in the areas of financial planning, budgeting, forecasting, financial analysis· Bachelor's degree in finance or accounting preferred· Retail or IT experience a plus· Experience in financial systems such as SAP, Hyperion, and Ariba a plus· Proficiency in Microsoft Word, Excel and PowerPoint· Able to work in a high-performing team environment and collaborate with partners to reach common goals· Ability to manage multiple work streams concurrently while effectively prioritizing and managing time· Able to work in a fast-paced, energizing and constantly evolving environment We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States. Primary Location: United States-Ohio-ReynoldsburgWork Locations: Distribution Cntr 4-Vss/Vsb Reynoldsburg 43068Job: Financial AnalysisOrganization: VS Home OfficeSchedule: RegularShift: StandardEmployee Status: Individual ContributorJob Type: Full-time Job Level: Day JobJob Posting: Jan 12, 2026, 8:27:06 PM: :
    $66.2k-86.8k yearly Auto-Apply 7d ago

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