Financial Advisor
Finance advisor job at RK
Job Description
Financial Sales Advisor - Newport Beach, CA
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
Ideally, 1-2+ years of sales or business development experience
Local natural market & strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $75,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Work setting:
In-person
Office
Financial Advisor
Finance advisor job at RK
Financial Sales Advisor - Newport Beach, CA
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
Ideally, 1-2+ years of sales or business development experience
Local natural market & strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $75,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Work setting:
In-person
Office
Sap Finance Control Consultant
San Jose, CA jobs
Are you a senior SAP Finance leader ready to shape the future of enterprise transformation? We're seeking an expert with deep S/4HANA experience to drive innovative finance solutions across a wide range of business processes. In this role, you'll lead end-to-end design, guide fit-gap discussions, influence digital transformation strategies, and help build modern, scalable Finance capabilities.
You'll work across key areas like Central Finance, Universal Journal, Asset Accounting, Banking, AP/AR, Controlling, and more-bringing your experience from multiple implementations, custom developments, and complex integrations (including BTP and CPI). If you thrive in challenging environments where your expertise directly impacts business outcomes, this role offers the opportunity to lead with vision and deliver meaningful change.
Ready to make a major impact? Let's talk.
Job Cost Analyst
Columbia, MO jobs
We are currently seeking a detail-oriented and analytical Job Cost Analyst to join our team. As a Job Cost Analyst, you will play a critical role in analyzing project costs, monitoring budget performance, and providing financial insights to support project management decisions.
Responsibilities:
Perform detailed analysis of project costs, including labor, materials, equipment, subcontractors, and overhead expenses.
Monitor and review project budgets and compare actual costs against budgeted amounts.
Identify cost variances, investigate discrepancies, and provide explanations for budget deviations.
Collaborate with project managers and stakeholders to review project financials and discuss potential cost-saving opportunities.
Prepare and distribute timely and accurate project cost reports, forecasts, and financial analyses to management and project teams.
Assist in the development of project budgets and cost estimates for new and ongoing projects.
Maintain accurate records of project costs, change orders, and contract modifications.
Conduct regular audits of project documentation to ensure compliance with accounting standards and internal controls.
Support month-end and year-end financial close processes by reconciling project costs and performing related journal entries.
Assist in the development and improvement of cost tracking systems, tools, and processes to enhance efficiency and accuracy.
Requirements:
Bachelor's degree in Accounting, Finance, or a related field.
2+ years of experience in job cost analysis or a similar role, preferably in the construction industry.
Strong understanding of construction project accounting, cost control, and financial management principles.
Proficiency in financial analysis, budgeting, and forecasting.
Excellent analytical skills with the ability to interpret complex financial data and identify trends or patterns.
Advanced knowledge of Microsoft Excel and other financial software applications.
Strong attention to detail and accuracy in data analysis and reporting.
Excellent communication and interpersonal skills to effectively collaborate with project teams and stakeholders.
Ability to work independently and prioritize multiple tasks to meet deadlines.
Knowledge of construction accounting systems, such as Viewpoint or similar software, is preferred.
Senior Real Estate Investment Sales Advisor
San Jose, CA jobs
Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2022, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency.
We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required:
You're licensed to sell Real Estate in California and experienced in selling or leasing commercial real estate
You've been in the industry, minimally 2 years
We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority
We are willing to entertain any strategy that will transition a successful, busy senior brokers with track records into NAI so they are comfortable ramping up.
What's So Different About NAI Northern California?
Collaboration: We take this seriously. We believe that scarcity mentality and sales do not mix. We also believe that competition can inspire you to do great things, but collaborating with others elevates everyone. Therefore management trains the juniors to realize their highest potential & fast and that helps you create a revenue source.
Platform: We've implemented world-class CRM so all outreach is transparent. And, we have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE.
Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing your listings, and in helping you complete escrow / contract process.
A Little More About Us:
NAI Global is the largest Commercial Real Estate Brokerage Network in the world and a global โTop 5โ Commercial Real Estate Company dedicated to having the most successful, productive and happy teams in the industry. The culture we have grown in Northern California is a major competitive advantage, that will expedite your success.
We have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. But, take us seriously when we say our sights are focused upon gaining market share, and doing what it takes to be really successful - and carving a name for ourselves in the San Francisco Bay Area. Isn't that what you're looking for?
What Are Our People Doing & Saying?
"Working at NAI Northern California gives you the benefit of working for a global brand, combined with the feel and culture of a Bay Area startup. Our open, transparent platform, and our strong collaboration lends to one of the most unique work environments in the industry. Ultimately, I opted for NAI over the competing firms because I felt that it gave me the best chance to grow and fulfill my potential." - Shivu Srinivasan, Investment Associate - NAI Northern California
BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplySenior Real Estate Investment Sales Advisor
San Francisco, CA jobs
Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2022, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency.
We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required:
You're licensed to sell Real Estate in California and experienced in selling or leasing commercial real estate
You've been in the industry, minimally 2 years
We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority
We are willing to entertain any strategy that will transition a successful, busy senior brokers with track records into NAI so they are comfortable ramping up.
What's So Different About NAI Northern California?
Collaboration: We take this seriously. We believe that scarcity mentality and sales do not mix. We also believe that competition can inspire you to do great things, but collaborating with others elevates everyone. Therefore management trains the juniors to realize their highest potential & fast and that helps you create a revenue source.
Platform: We've implemented world-class CRM so all outreach is transparent. And, we have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE.
Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing your listings, and in helping you complete escrow / contract process.
NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company.
As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space.
NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture.
As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae.
BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyCommercial Real Estate Investment Advisor
San Francisco, CA jobs
A recent hire told us โ...just sitting in front waiting to interview, hearing the energy and collaboration, and seeing the technology and resources made me certain this would be a fantastic place to grow my career and myself.โ Who Are We? NAI is the largest Commercial Real Estate Brokerage Network in the world and a global โTop 5โ Commercial Real Estate Company dedicated to having the most successful, productive and happy teams in the industry. The culture we have grown is a major competitive advantage that will expedite your success.
We have an unprecedented and highly customized Salesforce platform that includes developed leads and business development systems, as well as a full time in-house data and salesforce administration team.NAI Norcal teams have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. Who Are You?
Minimum 1-3 years of commercial property management, asset management, leasing or sales experience
Have worked on at least 10 real estate transactions in Retail, Office, Multifamily, STNL, Seniors Housing assets
Or, if in property / asset management, has worked on at least 5 real estate transactions in disposition or acquisition of real estate investment assets
Perhaps you've worked in development of real estate investment assets minimum of 3 years in finance capacity...
Helpful If You Have...
Sales experience, specifically business outreach/development
Perhaps you've started your own business in the past?
Real Estate background
MBA, Law Degree, PHD highly desirable
How Do We Partner With You? We develop the commercial sales leader in you celebrating every success as well as helping you to dissect every challenge. You'll participate in a proven and rigorous 10-week training program, including:
Mentorship and coaching sessions from the best of the best
Weekly training from industry vendors and leaders
Regular role-playing with your cohort as well as managers
Salesforce training technology assets to access the best leads
Dedicated administrative and marketing support.
NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company.
As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space.
NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture.
As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae.
BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplySenior Real Estate Investment Sales Advisor
Oakland, CA jobs
Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2022, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency.
We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required:
You're experienced in selling or leasing commercial real estate and have an active BRE license
In the CRE industry, minimally 3-5 years with deal history reflecting multiple transactions
We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority
We are willing to entertain any strategy that will allow a seamless transition a successful, busy senior broker with track record into NAI so they are comfortable ramping up.
What's So Different About NAI Northern California?
Collaboration: collaborating with others elevates everyone. We believe that scarcity mentality and sales makes for unfavorable careers.
Platform: We've implemented world-class CRM so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE.
Support: We spend time and money to support Advisors at NAI. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing listings, and in helping to close deals quickly and in the best interest of the client.
NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company.
As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space.
NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture.
As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae.
BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyMortgage Financing Advisor - (Pulte Mortgage)
Fairfax, VA jobs
is located in Fairfax, VA.
In-office work arrangement. Will require in-office work and daily travel to local, Pulte communities. ** Monthly Auto Allowance offered **
The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team.
Primary Job Responsibilities
Meet with buyer prospects to provide financial guidance, expertise and preapproval services.
Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation.
Relationship building and training with PulteGroup sales consultants.
Develop partnership with centralized operations teammates.
Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team.
Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings.
Contribute to branch performance as measured by. however not limited. to Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc.
Strong partnership with the Sales team to help sell and close more homes.
Provide exceptional customer service to all stakeholders.
Support customer service efforts.
Perform other duties as assigned.
Scope
Decision Impact: Individual
Department Responsibility: None
Budgetary Responsibility: No
Direct Reports: No
Indirect Reports: Yes
Physical Requirements: Not applicable
Required Education/Experience
Minimum High School diploma or equivalent. Bachelor's degree preferred
Minimum 3-5 years previous related experience in mortgage lending is preferred
1 - 2 years successful sales and/or business development experience is preferred
Required Licensing, Registration and/or Certifications
Valid Driver's License as driving is an essential function of this position.
An active NMLS License is required. Must be able to obtain and maintain mortgage license
Required Skills/Knowledge
Ability to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner
Proficiency in Microsoft Office Suite required
Ability to be proactive and self-motivated to set and achieve sales goals
Must have excellent customer service acumen and presentation skills
Incumbent must have the ability to work in a fast-paced, high-volume environment
Will possess excellent time management skills. Have the ability to manage multiple priorities, possess analytical and problem-solving skills
Will possess strong financial acumen
Mortgage guideline expertise and the ability to structure loans
Additional Information
Salary offered plus an annual bonus structure. No cold calling and not a commissioned-based position
This position is office-based, requiring in-office attendance five days a week to foster team collaboration and ensure direct customer engagement
Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed
This position consists of a 5-day work week
This position will require driving to sales communities across the Division
Bilingual skills (Spanish /English) preferred
Compensation & Benefits:
Pay Range - $84,400 to $103,000 per year dependent upon experience.
This position is also eligible for an annual bonus based on the successful completion of defined performance objectives.
In addition to up to 9 paid company holidays per year, employees are eligible for up to 6 days of sick pay. Moreover, eligible employees with less than 10 years of service can accrue up to 17 PTO days per year (and up to 22 PTO days per year upon 10 or more years of service). Employees are eligible to participate in the Company's 401(k) Plan. Employees (and their eligible dependents) are eligible for medical, dental, and vision insurance coverage. Employees are covered by company-paid disability, basic life insurance and parental leave. Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity, are also available. In addition, the Company offers an Employee Assistance Program and tuition reimbursement (as applicable). Employees may also be eligible for state required benefits such as paid family and medical leave insurance and/or paid sick time as applicable.
#LI-KC1
#LI-ONSITE
PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, โRecruitersโ) in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by
PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc.
and through any means other than via our Applicant Tracking System.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.
All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.
All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.
This position is subject to the CFPB Loan Originator Compensation Rule.
This Organization Participates in e-VerifyCalifornia Privacy Policy
Auto-ApplyFinancial Advisor - Licensed
Finance advisor job at RK
Job Description
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
Prospecting for clients through referrals, personal observation and networking
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
Strong interpersonal skills and customer service focus
Experience working with vlients virtually
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION:
Newport Beach, CA and Virtual
Financial Representative Entry Level
Peoria, IL jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Advisor
Finance advisor job at RK
Job Description
Financial Sales Advisor - Newport Beach, CA
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
Ideally, 1-2+ years of sales or business development experience
Local natural market & strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $75,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Work setting:
In-person
Office
Financial Advisor-Albany, NY
Finance advisor job at RK
Financial Sales Advisor - Albany, NY & Chicago, IL(and suburbs)
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
Ideally, 1-2+ years of sales or business development experience
Local natural market & strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $65,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Work setting:
In-person
Office
Financial Representative Entry Level
Bloomington, IL jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Finance Internship
Houston, TX jobs
About Us
Every moment of every day, people around the world rely on the energy they access through infrastructure built by Quanta. Comprising the largest skilled-labor force in North America, our employees are highly skilled and innovative, continually working to connect people and power. We're building the infrastructure that supports the energy transition, and there are more opportunities than ever to be part of our team. Join us and build your career building a brighter future.
Imagine what you could do here. We encourage, inspire, and support our people to seize opportunities in our corporate office and with hundreds of our operating companies worldwide that provide solutions for the utility, renewable energy, electric power, industrial, and communications industries.
Quanta actively promotes and maintains a culture of belonging where all employees can be themselves, live their values, and find opportunities to succeed. When you join our team, you join a dynamic organization in which career development is encouraged, excellence is rewarded, and diversity is prized. Come find out how our people power modern life.
About this Role
Rebuilding the energy grid.
Leading the energy transition.
Powering modern life.
Building a better world for generations to come.
The Quanta Strategic Talent Program offers the unique opportunity to work on the largest utility infrastructure projects across America; these projects are modernizing and developing the grid to be able to handle everything from 5G buildout to the boom in electric vehicles.
INTERNSHIP HIGHLIGHTS:
11-week paid summer internship program
Lunch and Learn Series with Quanta Executive Speakers
Multiple networking opportunities between interns and upper management
What You'll Do
As a Finance Intern, you will have the opportunity to gain practical experience and contribute to various finance functions within our organization. You will work closely with our finance team, assisting them in tasks related to financial analysis, budgeting, reporting, and data management. This internship will provide you with valuable exposure to finance principles, financial systems, and industry practices. This position is on site in our Corporate office in Houston, Texas.
ESSENTIAL JOB SKILLS/DUTIES:
Assist in financial analysis: Support the finance team in analyzing financial data, preparing financial reports, and providing insights and recommendations for decision-making.
Contribute to budgeting and forecasting: Assist in the budgeting process, including gathering and analyzing financial information, preparing budget templates, and assisting with budget variance analysis.
Support financial reporting: Help in preparing periodic financial reports, such as profit and loss statements, balance sheets, and cash flow statements, ensuring accuracy and compliance with accounting standards.
Aid in financial modeling: Assist in building financial models to evaluate investment opportunities, pricing strategies, and other financial scenarios.
Assist in data management: Help in maintaining financial databases, ensuring data accuracy, and assisting in data analysis and reconciliation.
What You'll Bring
Currently enrolled (or recently graduated) pursuing related degree.
< 1 Year
Entrepreneurial spirit with a desire to own a business
Humble; willing to do tasks that others might consider beneath them
Hungry to be developed and passion to develop others
Basic oral and written communication skills
Familiarity with common word processing, spreadsheet, presentation, project management, e-mail software
Self-starter with the ability to manage his / her time and resources
Strong interpersonal and relationship building ability
Ability to be flexible and maintain a positive attitude
Determined and trustworthy
Equal Opportunity Employer
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, national origin or ancestry, sex (including gender, pregnancy, sexual orientation, and/or gender identity), age, disability, genetic information, veteran status, and/or any other basis protected by applicable federal, state or local law.
We are an Equal Opportunity Employer, including disability and protected veteran status.
We prohibit all types of discrimination and are committed to providing access and equal opportunity for individuals with disabilities. For additional information or if reasonable accommodation is needed to participate in the job application, interview, or hiring processes or to perform the essential functions of a position, please contact us the Company's Human Resources department.
Auto-ApplyFinance Internship
Houston, TX jobs
About Us Every moment of every day, people around the world rely on the energy they access through infrastructure built by Quanta. Comprising the largest skilled-labor force in North America, our employees are highly skilled and innovative, continually working to connect people and power. We're building the infrastructure that supports the energy transition, and there are more opportunities than ever to be part of our team. Join us and build your career building a brighter future.
Imagine what you could do here. We encourage, inspire, and support our people to seize opportunities in our corporate office and with hundreds of our operating companies worldwide that provide solutions for the utility, renewable energy, electric power, industrial, and communications industries.
Quanta actively promotes and maintains a culture of belonging where all employees can be themselves, live their values, and find opportunities to succeed. When you join our team, you join a dynamic organization in which career development is encouraged, excellence is rewarded, and diversity is prized. Come find out how our people power modern life.
About this Role
Rebuilding the energy grid.
Leading the energy transition.
Powering modern life.
Building a better world for generations to come.
The Quanta Strategic Talent Program offers the unique opportunity to work on the largest utility infrastructure projects across America; these projects are modernizing and developing the grid to be able to handle everything from 5G buildout to the boom in electric vehicles.
INTERNSHIP HIGHLIGHTS:
* 11-week paid summer internship program
* Lunch and Learn Series with Quanta Executive Speakers
* Multiple networking opportunities between interns and upper management
What You'll Do
As a Finance Intern, you will have the opportunity to gain practical experience and contribute to various finance functions within our organization. You will work closely with our finance team, assisting them in tasks related to financial analysis, budgeting, reporting, and data management. This internship will provide you with valuable exposure to finance principles, financial systems, and industry practices. This position is on site in our Corporate office in Houston, Texas.
ESSENTIAL JOB SKILLS/DUTIES:
* Assist in financial analysis: Support the finance team in analyzing financial data, preparing financial reports, and providing insights and recommendations for decision-making.
* Contribute to budgeting and forecasting: Assist in the budgeting process, including gathering and analyzing financial information, preparing budget templates, and assisting with budget variance analysis.
* Support financial reporting: Help in preparing periodic financial reports, such as profit and loss statements, balance sheets, and cash flow statements, ensuring accuracy and compliance with accounting standards.
* Aid in financial modeling: Assist in building financial models to evaluate investment opportunities, pricing strategies, and other financial scenarios.
* Assist in data management: Help in maintaining financial databases, ensuring data accuracy, and assisting in data analysis and reconciliation.
What You'll Bring
* Currently enrolled (or recently graduated) pursuing related degree.
* < 1 Year
* Entrepreneurial spirit with a desire to own a business
* Humble; willing to do tasks that others might consider beneath them
* Hungry to be developed and passion to develop others
* Basic oral and written communication skills
* Familiarity with common word processing, spreadsheet, presentation, project management, e-mail software
* Self-starter with the ability to manage his / her time and resources
* Strong interpersonal and relationship building ability
* Ability to be flexible and maintain a positive attitude
* Determined and trustworthy
Equal Opportunity Employer
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, national origin or ancestry, sex (including gender, pregnancy, sexual orientation, and/or gender identity), age, disability, genetic information, veteran status, and/or any other basis protected by applicable federal, state or local law.We are an Equal Opportunity Employer, including disability and protected veteran status. We prohibit all types of discrimination and are committed to providing access and equal opportunity for individuals with disabilities. For additional information or if reasonable accommodation is needed to participate in the job application, interview, or hiring processes or to perform the essential functions of a position, please contact us the Company's Human Resources department.
Auto-ApplyField Safety Advisor Intern
Rio Vista, CA jobs
NOTE: Along with your resume, please include the following: * Duration of internship availability (Ex: 2, 3, 6 months) * Date you are available to begin the internship Equal Opportunity Employer/Veterans/Disabled PROGRAM OVERVIEW: Our summer Internship Program is a well-rounded, practical 3 month (summer) or 6month (full semester) learning-based experience in the field of safety and hazard risk management in the field of heavy civil marine construction. Dutra Construction is a California based Marine Construction Company with a challenging workload of interesting projects. Study and gain an understanding of safety practices in the worksite while facilitating the maintenance of a safe, accident-free and healthy work environment. You will assist on project sites and in the office in the day-to-day activities associated with our safety program. Through our mentoring program our safety professionals will teach you new skills and you will learn about construction activities such as scheduling, planning, hazard assessments and implementing corrective actions as necessary. We hope to provide a rich experience which fosters growth in the field of Occupational safety. Please view the Dutra Group website ****************** to see the projects and locations we are working on now.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
* Inspects and tours all facilities and mobile equipment to detect existing or potential accident and health hazards and recommends and follows up on corrective or preventative measures where necessary.
* Enforce all safety rules and policies. Provide recommendations to Safety Department and field management for disciplinary actions.
* Assist Safety Manager with coordinating and implementing safety program training and testing, i.e., CPR/First Aid, respiratory and audiometric.
* Makes studies and analyses of industrial accident causes and hazards to health for use by company or plant personnel in compliance with local, state and federal Occupational Safety and Health Administration (OSHA) and MSHA rules and regulations.
* Consults with all departments on design and use of equipment, shops, fire prevention and overall H&S program.
* Keeps managers and employees alerted as to the hazards of working with toxic fumes, dangerous chemicals and any other hazardous substances.
* Participates in the investigation of safety-related accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, law-suits, and insurance investigations.
* Assists in conducting pre-hire and random drug testing in field.
* Assists local safety representatives with field Hazardous Materials Audits in preparation of County Hazmat business plan inspections.
* Performs field record-keeping audits.
* Assists project managers with field AHAs, safety plans, and procurement of safety equipment and repairs.
* Attend Safety Managers daily safety meetings and Safety department meetings.
* As requested by Manager, attend various agency audits and inspections.
* As requested by Manager attends OSHA/MSHA training and other safety seminars.
COMPETENCIES:
* Communications: ability to produce clear status reports, writes clearly, communicates tactfully and candidly, exhibits clear verbal skills and an excellent listener.
* Problem Solving: Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. Able to resolve difficult or complicated challenges.
* Attention to Detail: Diligently attends to detail and pursues quality in accomplishing tasks. Checks work to ensure accuracy and completeness.
* Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.
* Time Management: ability to manage competing priorities effectively, to be resourceful and to use time as a resource.
* Environmental, Health and Safety Management: Understand and know how to comply with all regulations; implement a positive attitude toward health and safety in the design and execution of the project.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Education/Experience: Upper division student from four-year college or university in Occupational Safety and Health program or pursuing their Certified Safety Professional Certification.
* Language Ability: strong written and verbal communication skills in order to effectively present information and respond to questions from managers, clients and customers.
* Reasoning Ability: ability to solve practical problems and interpret a variety of instructions given in written, oral, diagram or schedule form.
* Computer Skills: to perform this job successfully, an individual should have knowledge of and experience with Excel.
SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* While performing the duties of this job, the employee is required to frequently inspect the project and may be exposed to ongoing construction and various weather conditions. The noise level in the work environment may range from moderate to loud.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* The employee must occasionally lift and/or move 25-50 pounds.
* Specific vision abilities required by this job include close vision and color vision.
* While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
* The employee is occasionally required to use hands to finger, handle or feel.
* The employee is occasionally required to reach with hands and arms.
* The employee is occasionally required to climb or balance, stoop, kneel, crouch and/or crawl.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
PAY RANGE (DOE): $26 per hour
PRIVACY NOTICE TO CALIFORNIA JOB APPLICANTS AND EMPLOYEES
The Dutra Group and its affiliates and subsidiaries ("Dutra," "we," "us," and "our") adopts this Privacy Notice ("Notice") pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, the "CCPA"). This Notice explains our online and offline practices regarding the collection, use, and disclosure of "personal information" of job applicants and employees who reside in California. Please read this Notice carefully so you understand our practices regarding your information.
For more information about the types of information we collect and use in connection with your general access and use of our website, please review our general Privacy Policy for Dutra's Website found here: https://******************/privacy/.
How Dutra Collects Your Information
* Website Visitors: Dutra collects personal information from visitors to our website when voluntarily provided. For instance, we collect personal information when someone contacts us through our contact form.
* Website Navigational Information: As you navigate the Website, Dutra may gather information through common tools like cookies, which are small data files stored on your computer. This may include standard browser information, IP addresses, and your actions on the Website (e.g., pages viewed, links clicked). Cookies are used for administrative purposes, such as storing preferences. Cookies do not contain information allowing direct contact and can be managed via your browser settings.
* Job Applications: Dutra uses Paycor, a third-party HR service provider, to manage our job application process. When you apply for a position with Dutra through our Website, you will be directed to a Paycor-hosted application portal. All personal information submitted during the job application process is collected and stored by Paycor. Dutra does not control or direct how Paycor stores or uses any personal information submitted through this application portal. As Paycor manages the collection and processing of your personal information during the job application process, we strongly encourage you to review Paycor's Privacy Policy. You can access Paycor's Privacy Policy at: **************************************
* Third Parties: Your current, prospective, or former employer or a similarly affiliated entity may provide personal information to Dutra to facilitate the processing of hiring, benefits management, payroll services, tax compliance, scheduling and timekeeping, onboarding, data analytics, or other related human resources-related services.
Information Dutra Collects and the Purpose of Use
* Identifiers. Examples include: real name, alias, postal address, Internet Protocol address, email address, account name, social security number, driver's license number, passport number, or other similar identifier necessary to make employment decisions and manage employment relationships.
* Sensitive Personal Information. Examples include: a social security number, driver's license information, state identification card, passport information, or racial or ethnic origin.
* Personal information categories listed in the California Customer Records statute (Cal. Civ. Code ยง 1798.80(e)). Examples include: name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, medical information, or other information necessary to provide health insurance and other benefits, including dependents, and emergency contact information.
* Geolocation data. Examples include: physical location or movement of certain equipment in possession of our employees.
* Legally protected classification characteristics under California or federal law. Examples may include: age, race, color, national origin, citizenship, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), veteran or military status.
* Internet or other similar network activity. Examples include: cookies and IP addresses.
* Sensory data: Examples include: voicemails.
* Professional or employment-related information. Examples may include: Information regarding prior job experience, positions held, names of prior supervisors.
* Non-public education information. Examples include: Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.
No Sale of Personal Information
Dutra does not sell your personal information or your sensitive personal information, nor do we share it with third parties for cross-context behavioral advertising.
Use and Disclosure of Personal Information
We collect and use your personal information for the following business purposes, consistent with and only as permitted by applicable law:
* To consider job applicants for current and potential future employment opportunities and assess their skills, qualifications, and interests against our career opportunities.
* To schedule job applicants for interviews and communicate with them about their application and employment opportunities.
* To evaluate a job applicant's employment application, corroborating the information contained in the application and any supporting documents, and (where applicable) conducting employment related screening and background checks.
* To manage the employment relationship with Dutra, facilitate employment administration, processing, and maintenance, such as providing benefits to employees and their beneficiaries, processing payroll, and general office administration.
* To manage the employment relationship with Dutra and facilitate a safe work environment.
* To facilitate IT and equipment safety, functionality, and maintenance.
* To comply with local, state, and federal laws and regulations.
* For any other purposes that we disclose to you at the time of collection.
Pursuant to this Notice, Dutra may disclose some of the personal information to a third-party vendor as necessary for our hiring practices. For example, such vendors could include the agencies we use to conduct pre-employment screening (such as background checks) and conduct drug testing.
Dutra may use or disclose information provided if required by law, to protect its rights, comply with legal processes, comply with government authorities, or safeguard users, employees, or the public.
Except as described in this Privacy Policy, we do not share your personal information with unknown or unaffiliated third parties, nor cross-reference your personal information for cross-context behavioral advertising. Unless otherwise stated in this Privacy Policy, Dutra will not share, sell, rent, or trade your information without prior consent.
Retention of Your Personal Information
Dutra will retain your personal information for the time period reasonably necessary to achieve the purposes described in this Notice, or any other notice provided at the time of collection, taking into account applicable statutes of limitation and records retention requirements under applicable law. The criteria used to determine our retention periods include (i) for as long as we have an ongoing relationship with you, (ii) as required by a legal obligation to which we are subject, and (iii) as necessary to resolve any disputes or enforce our legal agreements with you.
Our Commitment Not to Discriminate
Dutra will not discriminate or retaliate against a job applicant for exercising their rights under the CCPA, including by denying you benefits or services that we make available, charging you different prices or rates for services or benefits, providing a different level or quality of services or benefits, or suggesting that you may receive a different price or level of quality of services or benefits.
Your Rights Under CCPA
California residents have the following rights under the California Consumer Privacy Act ("CCPA") and Consumer Privacy Rights Act ("CPRA") with regard to their personal data:
* Right to know which personal information is collected and processed;
* Right to delete their personal information;
* Right to opt-out of the sale of personal information to third parties;
* Right to opt-out of the sharing of personal information with third parties;
* Right to limit use or disclosure of personal information with third parties;
* Right to non-retaliation for exercising any of the rights concerning personal data;
* Right to data portability; and
* Right to correct any inaccurate personal information.
Exercising Your Rights
To exercise the rights described above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com.
Please be aware that the CCPA provides certain limitations and exceptions to the foregoing rights.
Pay Transparency Nondiscrimination Provision
Pursuant to 41 CFR 60-1.35(c), as a federal contractor, Dutra shares the following provision with all job applicants and employees:
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Changes to Notice
Dutra continues to evaluate its practices and records in relation to the CCPA to ensure compliance with all requirements. Accordingly, Dutra may update this Notice from time to time. Please review our Privacy Policy periodically for updates.
Contact Information
Reasonable accommodation requests for job applicants can be made at *******************
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Financial Representative Entry Level
Champaign, IL jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
2026 Finance Intern
Houston, TX jobs
As a preferred Engineering, Procurement, and Construction (EPC) contractor for North American energy companies, our mission is to harness the creative energy of our people and help them reach their full potential. This focus enables us to deliver innovative solutions and exceptional results for our customers through our Core Principles, which are the heart of Signal Energy and the foundation of our strong company culture. As a culture-fit-first hiring company, we look beyond skill and education for individuals who fit within our team and values.
Our Finance intern will work in our corporate office in Houston, TX.
Overview of Project/Tasks:
Data Gathering & Cleaning - Pulling information from different systems and spreadsheets, checking for accuracy, and organizing it for reporting.
Reporting Support - Updating weekly and monthly reports (revenue, expenses, cash flow, KPIs) and preparing files for leadership review.
Forecast & Budget Prep - Assisting with updating forecast models, rolling forward templates, and consolidating departmental inputs.
Financial Analysis - Hands-on experience reviewing financial results, performing variance analysis, and understanding key business drivers.
Ad-hoc Requests - Helping with quick-turn analysis, building charts/tables, and supporting presentations for leadership meetings.
Preferred Degree Programs, Skills & Knowledge
This position is ideally suited for students pursuing a degree in Accounting, Finance, Economics, or a related field.
Strong proficiency in Microsoft Excel (formulas, pivot tables, lookups)
Detail-oriented with good organizational skills
Our goals for every internship that we offer are as follows:
Provide each student with a real-world experience in construction management. Assign responsibilities, not tasks, that directly contribute to a live project. We want to help each student "harness their creative energy" and gain experience as a successful contributor to a project management team.
To help you learn and grow within our culture in order to prepare you to become a high-potential member of Signal Energy once you graduate.
Are you ready to harness your creative energy and make an impact on the future of renewable energy?
Signal Energy is an Equal Opportunity Employer and uses E-Verify.
Internship - Corporate Finance - Birmingham
Alabama jobs
Summer 2026 Internship -Finance- Birmingham Corporate office Build Your Career. Build America's Future. Vulcan Materials Company is the nation's largest producer of construction aggregates and a major producer of aggregates-based construction materials, including asphalt and ready-mixed concrete. When you join Vulcan, it's more than starting an exciting career - you get to make a difference for millions of people every day across the country.
When you join Vulcan, you join a dynamic culture in which career development is encouraged, excellence is rewarded, and diversity is valued. No matter the role or the location across the country, every member of the Vulcan team lives through the Vulcan Way: doing the right thing, the right way, at the right time.
The Finance Intern, under general supervision, provides support for the Corporate Finance Department function as directed. Employees will be exposed to the business and be provided with experiences that will help him/her learn about the business and the industry from a hands-on perspective. A successful intern will be flexible, have the desire to learn multiple facets of the business, and be willing to work in different functional areas.
Your assignment will be in Birmingham, Alabama at Vulcan's corporate headquarters location.
What You'll Do
* Financial Analysis & Reporting:
Analyze financial data for trends, prepare financial statements, and support the monthly financial close process
* Financial Modeling:
Help develop and improve financial models to support various projects and strategic initiatives
* Project Support:
Work on various projects to advance the company's financial goals and provide support to senior management and other departments
Skills You'll Need
* Must be enrolled in good standing with your college and pursuing a degree in finance
* Junior or Senior level is preferred.
* Previous work experience would be a plus, but is not required.
* Previous internship experience would be a plus, but is not required
* Excellent computer skills and experience utilizing Microsoft Word, Excel, and PowerPoint, and Google Mail.
* Good oral and written communication skills as well as excellent interpersonal skills.
* Should demonstrate the ability to work on teams, take instructions, and have a desire to learn all areas of work involved.
* Self-starter; Ability to work well without direct supervision.
What You'll Like About Us:
Great Company Culture. Vulcan Materials Company is named one of the top 200 Best Companies to Work For by U.S. News and World Report and included in the 2025 Fortune 500 list of U.S. companies. Our people share a competitive drive for excellence in an environment of trust, teamwork, open-mindedness, and communication.
Safe. Industry leader in health and safety standards. We are committed to creating a safe work environment and protecting all employees and customers.
Meaningful Work. What sets us apart is the work we do impact daily lives - and every employee contributes. Our aggregates produced are used to build roads, schools, hospitals, airports, and housing throughout the United States.
Rest and Relaxation. Paid vacation, personal floating days, and paid holidays.
Training and Development. We see our development programs and helping our employees meet their goals as a key part of our business.
Vulcan Materials Company is committed to employing a diverse workforce. You will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. You also have the right to be free from discrimination for medical needs arising from pregnancy, childbirth, or related medical conditions.
Skills You'll Need
* Must be enrolled in good standing with your college and pursuing a degree in a related field to the internship.
* Junior or Senior level is preferred.
* Previous work experience would be a plus but is not required.
* Excellent computer skills and experience utilizing Microsoft Word, Excel and PowerPoint, and Google Mail.
* Good oral and written communication skills as well as excellent interpersonal skills.
* Should demonstrate tenacity and the ability to work on teams, take instruction, the desire for learning all areas of the work involved.
* Self-starter; Ability to work well without direct supervision.
* Able to relate to all levels of people
* Position may require driving between locations.
* May involve exposure to dust, dirt, and noise.
* Work environment may be an office setting and may require sitting/standing for extended periods of time.
* Some travel may be required.
* If in an operations setting must have the ability to lift 50 pounds and to stand, sit and walk for long periods of time.
* Requires use of computerized equipment and technology.
* This position requires knowledge and awareness of site hazards. Must be able to wear required personal protective equipment (PPE).
What You'll Like About Us:
Great Company Culture. Vulcan Materials Company is named one of the top 200 Best Companies to Work For by U.S. News and World Report and included in the 2023 Fortune 500 list of U.S. companies. Our people share a competitive drive for excellence in an environment of trust, teamwork, open-mindedness, and communication.
Safe. Industry leader in health and safety standards. We are committed to creating a safe work environment and protecting all employees and customers.
Meaningful Work. What sets us apart is the work we do impact daily lives - and every employee contributes. Our aggregates produced are used to build roads, schools, hospitals, airports, and housing throughout the United States.
Rest and Relaxation. Paid vacation, personal floating days, and paid holidays.
Training and Development. We see our development programs and helping our employees meet their goals as a key part of our business.
Vulcan Materials Company is committed to employing a diverse workforce. You will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. You also have the right to be free from discrimination for medical needs arising from pregnancy, childbirth, or related medical conditions.