Wealth Management Advisor jobs at Northwest Bank

Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIc886d6faa7fc-37***********4

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank. Your Impact We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management. Responsibilities: Responsibilities: • Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process • Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials • Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management • Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders Qualifications • Communications skills are essential • Deep experience in a quantitative discipline • Programming skills and/or math background are required • Intelligence, creativity, and problem-solving skills • A self-starter, should have ability to work independently as well as thrive in a team environment

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”

Jigar Kachhia at email address **************************** can be reached on # ************. We have Contract Role of Financial Analyst IV our client at Princeton NJ Please let me know if you or any of your friends would be interested in this position. Position Details: Financial Analyst IV, Princeton NJ Location : Princeton NJ 8540 Project Duration : 12+ months of contract Pay range : $45-49 an hour on W2 About Abbott Point of Care: Abbott Point of Care is a global leader in providing critical medical diagnostic and informatics products for rapid blood analysis that are intuitive, reliable, and cost-effective. Our i-STAT System is an advanced, portable diagnostic tool that provides real-time, lab-quality results within minutes to accelerate patient-care decision-making as well as optimize resource utilization for our customers and the patients that they serve. The i-STAT System has the industry's most comprehensive menu of tests in a single, with-patient platform, including tests for respiratory, metabolic, coagulation, hematology, glucose, and cardiac function. By delivering lab-quality results in minutes, on just a few drops of blood, our i-STAT System fosters a collaborative, patient-centered environment while driving improved operational performance. About the role: Abbott Point of Care has a new opening for a Sr. Financial Analyst. This role will support the Division FP&A HQ team with providing financial planning & analysis for the business by building and managing financial reports, preparing analysis for business reviews and other adhoc request. Responsibilities include: Prepare financial analysis and reports (such as Plans, Latest Best Estimate (LBE's) and Long Range Projections (LRP)) for P&L and balance sheet metrics that meet the timing and quality of presentation requirements, facilitate management review and decision making while ensuring integrity of data and compliance with GAAP as well as Abbott's operating policies Maintain an effective and efficient planning process for the division and functional areas being supported, including the coordination of a planning calendar with key dates and deliverables Develop flexible, comprehensive tools and templates to support the consolidation and timely completion of corporate schedules as well as develop system solutions and process improvements that meet the needs of the financial planning and/or reporting requirements Support the Sales & Operations Planning (S&OP) process by managing the reporting of monthly financial performance metrics such as: sales and expense variances, cash conversion cycle (CCC), Integrated Business Planning (IBP), etc Provide financial support to Global Marketing organization. Partner with marketing team to create annual budget and forecast Complete month-end close activities: tie out monthly revenue, prepare journal entries, expense summaries, and project spend analysis Prepare and analyze daily and weekly sales reporting / projections Maintain finance scorecard on deliverables from other APOC finance organizations Perform adhoc requests and drive cross-business analytic projects for senior management, with financial modeling, data mining and presentation support Education Requirements: Bachelor's degree, preferably in accounting or finance, or an equivalent combination of education and work experience. Minimum Qualifications: Position requires 7+ years of finance experience to include roles of increasing responsibility in accounting and/or finance Strong Excel skills, demonstrate initiative, analytical thinking, critical-thinking and problem-solving skills Demonstrated ability to provide data and analysis to support decision making, methodical approach to problem solving and rational ideas supporting them, ability to keep learning and to teach others, traditional accounting knowledge and facilitator of management needs, streamlining functions within the department and an efficient work Ethic.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available. Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets. Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning. Implement Empower's conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps. Diligently manage time and pipeline to prioritize day based on customer's needs and likelihood of expanding relationship with Empower. Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed. Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed. Deliver on bi-monthly sales and conversation targets to earn incentive compensation. Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: FINRA Series 7, 63, and 65 (or 66) registrations required. 3+ years of financial industry experience with demonstrated sales success required. Exceptional listening, verbal, and presentation skills. In-depth understanding of retail investment vehicles and qualified retirement plans. FINRA fingerprinting required. What Will Set You Apart: A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals. Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment. Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations. Team-first and customer-first mentality to preserve and enhance Empower's phenomenal culture and customer-centric values. Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-01-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

GROUP DESCRIPTION: Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technology, life science tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia. POSITION: The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty Pharma team. PRIMARY RESPONSIBILITIES: Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS / DESIRED EXPERIENCE Bachelor's degree from an accredited college or university Currently living in New York or willing to relocate 2+ years of investment banking experience ideally in a Healthcare (biotech/biopharma) coverage or in a M&A product team Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills Primary Location Full Time Salary Range of $150,000 - $225,000 #LI-DNI

Investment Banking Associate - Life Sciences (BioPharma) GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia. POSITION: We are seeking an Investment Banking Associate to join our Life Sciences team, with a focus on the Biotechnology and Pharmaceutical sectors. The ideal candidate will be a first- or second-year Associate with prior healthcare investment banking experience in Biopharma or related sectors. PRIMARY RESPONSIBILITIES: Support execution of equity and debt financings, sell-side and buy-side M&A, restructuring and recapitalization, and strategic advisory transactions Conduct financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research Collaborate with senior bankers and cross-functional teams across the firm Attend and participate in client meetings and contribute to building and maintaining client relationships. Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. Bachelor's degree from an accredited institution 3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills Currently based in New York, or willing to relocate REQUIREMENTS: Bachelor's degree from an accredited institution 3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills Currently based in New York, or willing to relocate Salary Range of $150,000-$225,000 #LI-DNI

Investment Banking Associate - Healthcare Services and Technology GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia. POSITION: We are seeking an Investment Banking Associate to join our Healthcare Services and Technology team. The ideal candidate will be a first- or second-year Associate supporting senior bankers in executing transactions and developing client relationships across the healthcare services and technology sectors. PRIMARY RESPONSIBILITIES: Support execution of sell-side and buy-side M&A, equity and debt financings, restructuring and recapitalization, and strategic advisory transactions Conduct financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research Collaborate with senior bankers and cross-functional teams across the firm Attend and participate in client meetings and contribute to building and maintaining client relationships. Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS: Bachelor's degree from an accredited institution 3+ years of healthcare investment banking experience, ideally in Healthcare Services, Healthcare Technology, Medical Technology, or a M&A group Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills Currently based in New York, or willing to relocate Salary Range of $150,000-$225,000 #LI-DNI

GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging (“REGAL”) Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 20 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia. POSITION: The REGAL Group is actively looking for an experienced Associate for our New York, NY or Charlotte, NC office. PRIMARY RESPONSIBILITIES: In this role within the REGAL Group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients. These responsibilities will include the following: Preparing and participating in the delivery of client presentations Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models Analyzing business plans and participating in due diligence sessions Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-11 registration statements Leading drafting sessions Preparing and managing the delivery of internal deal memos These responsibilities afford direct and active interaction with the senior executive management teams of our clients. In this role within the REGAL Group, one is expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A, High Yield, Investment Grade and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs. REQUIRED BACKGROUND: Either (i) a Master's in business administration and 1-3+ years of investment banking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investment banking experience, most recently as an Associate Past experience working in a Real Estate Group or with Real Estate sector clients Strong technical, written and verbal communication skills Familiarity with investment banking modeling concepts Ability to manage a variety of transactions and projects simultaneously Ability to coordinate and direct workflow of analysts on multiple projects simultaneously Resourceful self-starter, able to work autonomously and as team player Currently live in New York City or Charlotte or willing to relocate to either Salary Range: $175,000-$200,000 #LI-DNI

Investment Banking Analyst - Healthcare Generalist GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia. POSITION: We are seeking an Investment Banking Analyst to join our Healthcare team as a Healthcare generalist, working across all subsectors including healthcare services, biotechnology, pharmaceuticals, medical technology, life science tools and diagnostics, healthcare technology, and pharma services and technology. The Analyst will support deal execution and client coverage efforts in a fast-paced, collaborative environment. PRIMARY RESPONSIBILITIES: Assist in the execution of sell-side and buy-side M&A, equity and debt financings, restructuring and recapitalization and other strategic advisory transactions Build and maintain financial models including discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books, marketing materials and live deal materials including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Conduct industry, company and product research and support due diligence processes Participate in client meetings and contribute to relationship development Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS: Bachelor's degree from an accredited institution 1-2 years of healthcare banking experience preferred, or relevant experience such as transaction advisory, corporate finance or accounting Strong analytical and quantitative skills Excellent written and verbal communication abilities High attention to detail and ability to manage multiple projects simultaneously Resourceful self-starter; able to work autonomously and a team player Currently based in New York or willing to relocate Salary Range: $110,000-$125,000 #LI-DNI

What you can expect Jefferies' lean deal team structure affords Summer Associates the opportunity to work closely with senior bankers on pitches and live deals while overseeing Summer Analysts' work product. Tasks go well beyond performing fundamental analysis and research into companies and markets. A Summer Associate is expected to understand market implications, identify key industry and product trends and provide input on pitch and deal material to enhance client deliverables. Summer Associates add value to the team from day one. They are expected to think creatively and pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity. Following an enriching orientation and training program, Summer Associates will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. These events help Associates develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. As a way to help maximize your experience with us, Summer Associates receive formal performance reviews. Summer Associate responsibilities may include, but are not limited to: Performing and reviewing financial valuation, discounted cash flow and comparable companies multiples-based analyses Building and using financial models Preparing pitch books and live deal materials, such as offering memorandums and prospectuses Conducting industry and product research Analyzing detailed corporate and financial information Participating in the execution of financings, M&A and restructuring and recapitalization transactions What we look for in a candidate We look for candidates who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Successful Jefferies' Summer Associates will be able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The work is fast paced, intense and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and in the process of completing the first year of a two-year MBA degree or equivalent. Although a background in accounting or finance is helpful, we hire Summer Associates who have studied a variety of disciplines. Eligible candidates must be graduating with an MBA between December 2026 and June 2027. WORK WITH US - Investment Banking opportunities exist across the U.S. Jefferies' Chicago office covers industrial services, multi-industrials and capital goods clients. The group focuses on M&A and also offers a full suite of public & private equity and debt products. The deal team has executed over $100bn of M&A transactions over the past 15 years. The group currently consists of ~10 bankers ranging from Analyst to Managing Director and is growing rapidly. They also partner closely with the broader Diversified Industrials team, located in New York. The team does in-house execution and has an emphasis on career development, focusing on growing talent internally. Summer Associates will have every opportunity to be part of the team and operate as a full-time Associate. ABOUT US Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. The salary for this role is $175,000, pro-rated.

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: MBA Degree required with a anticipated graduation date between December 2025 and June 2026 Internship or prior work experience in financial services industry preferred SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 10% to 30%

William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity.

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced analysts. This role is specifically for an opportunity with our MedTech team within Life Sciences. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required with an anticipated graduation date between December 2025 and June 2026 Internship or prior work experience in financial services industry preferred Proven track record in university studies required SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 5%

Our Leveraged Finance Group is a team of dedicated debt advisory bankers focused on delivering an optimal financing outcome for each client's specific situation. We provide conflict-free advisory and arrangement services for middle-market companies across a wide range of industries and transaction types, along with trusted, objective advice on how best to structure debt issues, and are skilled at negotiating key terms of debt agreements, often working in conjunction with our private equity placement professionals to provide single-source solutions for our clients' capital requirements. Whether the objective is to finance an acquisition, refinance an existing facility, support growth with additional capital, or provide liquidity to existing shareholders, our team leverages a broad lender network to deliver the best financing solution available in the market. These relationships, along with our group's extensive experience and proprietary 360° view of the leveraged finance market, allow us to provide our clients with a full menu of product options. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Leveraged Finance Group Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and VPs over the course of the 9-week program Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Analyze financial statements and related data to assess historical financial performance, current conditions, and outlook for client companies and prospects Build detailed, fully integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions, and investor rates of return Assess information required to perform all pertinent analyses; compile information request lists and track information gathered; assist lenders and investors in their due diligence processes Draft offering memorandums, management presentations, and other communications with clients and investors Participate in client meetings and drafting sessions Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional/responsive service, and anticipating client needs Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered Strong analytical and quantitative skills General understanding of accounting and finance Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in Chicago Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply before January 22nd to be considered for this opportunity.

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required Prior investment banking experience required; 2+ years previous experience as an Analyst, or equivalent, strongly preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 5% #LI-MW1