Wealth Management Advisor remote jobs - 792 jobs

Join our team as a Cost Analyst, where you will support large capital projects in renewable energy, including wind, solar, and new generation plants. Your expertise will contribute to the successful financial management of these projects. Responsibilities + Verify project invoicing information for accuracy. + Perform necessary journal entries for project closing. + Conduct financial systems reconciliation. + Monitor material and subcontract commitments, analyze trends, and prepare forecast variances. + Prepare project assumptions. + Process monthly and quarterly accruals. + Maintain project cash flow. + Assemble estimates, create detailed schedules, and monitor cost and progress for all major projects. + Responsible for estimating, quantity tracking, and forecasting of approved contract scope on an annual basis. + Generate detailed Earned Value reports for all major projects to identify hard spots early and adapt the work plan. Essential Skills + 3+ years of cost analyst experience specifically for large EPC type construction projects. + Experience supporting large utility projects, preferably working for the utility directly or EPC. + Proficient in utility accounting. + Familiarity with cost models (earned value, accruals). + Experience working in Unifier and reading a schedule in P6. + 75% focus on cost management and 25% on scheduling/document controls. Additional Skills & Qualifications + Experience in EPC, cost analysis, document control. + Knowledge of construction, RFI, submittal, cost control, project controls, and change orders. Work Environment This role offers a remote work environment, supporting multiple generation projects. Standard working hours are from 8-4 or 9-5. You will interact with a mature team using established processes and systems, including Unifier with built-in automation. IT hardware will be provided. The team is composed mostly of long-term contractors, with a culture that values independence and strategic project involvement. Benefits include PTO and holiday allowances. Job Type & Location This is a Contract position based out of Madison, WI. Pay and Benefits The pay range for this position is $50.00 - $60.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Feb 6, 2026. About Actalent Actalent is a global leader in engineering and sciences services and talent solutions. We help visionary companies advance their engineering and science initiatives through access to specialized experts who drive scale, innovation and speed to market. With a network of almost 30,000 consultants and more than 4,500 clients across the U.S., Canada, Asia and Europe, Actalent serves many of the Fortune 500. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing due to a disability, please email actalentaccommodation@actalentservices.com (%20actalentaccommodation@actalentservices.com) for other accommodation options.

A leading beverage company in San Francisco seeks a Financial Analyst to manage trade promotions and analyze retail spending. This hybrid position entails supporting sales teams, validating invoices, and improving trade management processes. Preferred candidates have experience in the beverage industry and strong analytical skills using tools like Siebel and SAP. Benefits include a competitive salary range of $55,700 - $65,000, comprehensive health benefits, and a bonus program based on performance. #J-18808-Ljbffr

Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions. Position Overview: We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers. Responsibilities: Educate clients on life insurance, annuities, and financial planning options Develop customized strategies to meet client needs Build long-term client relationships through trust and service excellence Maintain required state licenses and compliance standards Qualifications: Active state Life & Health Insurance License (or willingness to obtain) Strong communication and interpersonal skills Self-motivated and entrepreneurial mindset Experience in sales, finance, or customer service a plus What We Offer: Remote flexibility with unlimited earning potential Access to top carriers and products Ongoing mentorship and professional development Advancement opportunities within Cirkal Financial Services To Apply: Send your resume or inquiry to []

We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS: Full, In-Depth Training Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home KEY RESPONSIBILITIES: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies and efforts QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Valid US government issued ID Soft background check required No criminal history/record A working laptop and internet connection Able to complete licensing requirements within 30 days Accountable with a high level of integrity PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You have an entrepreneurial spirit. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented. You can work independently and work well as a team player. Sports/Club/Team Background, Sales, and Teaching experience is always a plus. INCOME MODEL: 1099 Contractor Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses World travel ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.

IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Investor Relations Specialist (Full-time/Part-time): As an Investor Relations Specialist at Maharaja Enterprises, your responsibilities will include: Investor Relations Sourcing: Identify and source potential equity capital partners, including individuals, institutional investors, private equity firms, and other sources of equity funding. Relationship Building: Cultivate and maintain strong relationships with equity capital partners, fostering trust, credibility, and long-term partnerships. Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential equity capital investments, evaluating investment opportunities, risks, and potential returns. Investment Structuring: Develop and structure investment deals, including negotiating terms, equity stakes, investment amounts, and exit strategies, to optimize returns for both Maharaja Enterprises and equity capital partners. Deal Negotiation: Lead negotiations with equity capital partners, ensuring favorable terms, alignment of interests, and mutually beneficial agreements. Investment Presentation: Prepare compelling investment presentations and pitch materials to effectively communicate investment opportunities to equity capital partners, highlighting the value proposition, potential returns, and risk profiles. Investment Portfolio Management: Monitor and manage the performance of equity capital investments, tracking financial metrics, conducting periodic reviews, and making strategic adjustments as necessary. Risk Assessment: Evaluate and mitigate investment risks by conducting thorough market analysis, industry research, and financial modeling. Compliance and Regulation: Stay informed about relevant laws, regulations, and compliance requirements related to equity capital investments, ensuring adherence to legal and regulatory standards. Reporting and Documentation: Prepare regular reports, presentations, and documentation to provide updates on equity capital investments, performance metrics, and investment portfolio status. Collaborative Teamwork: Collaborate closely with other team members, including executives, legal counsel, and investment professionals, to ensure seamless coordination, alignment, and execution of equity capital strategies. Market Research: Continuously monitor market trends, industry developments, and investment opportunities to identify potential equity capital sources and stay informed about emerging market dynamics. As an Investor Relations Specialist, you will play a crucial role in securing equity capital for Maharaja Enterprises' real estate ventures, fueling growth, and optimizing investment opportunities. Your expertise in equity capital sourcing, deal structuring, and relationship management will contribute to the overall success of the company's equity capital strategies. Experience: - Experience in finance, economics, or a related field - Strong knowledge of investment banking, financial planning, and investment management principles - Proficiency in financial concepts and analysis techniques - Excellent analytical and problem-solving skills - Strong attention to detail and accuracy in data analysis - Effective communication skills to explain complex financial concepts to clients - Ability to work independently and as part of a team Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is not exhaustive and may be subject to change or modification at any time. Job Types: Contract, Part-time, Full-time Benefits: Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Monday to Friday Supplemental pay types: Commission pay Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Investors Relations Specialist

The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly. We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact. As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills. This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you'll achieve Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts Propose and implement solutions to drive key financial metrics in partnership with the GTM organization Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements About you 7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies Bachelor's degree in finance, accounting, economics or a related quantitative field Strong understanding of corporate finance concepts and accounting principles Advanced knowledge of MS Excel/Google Sheets Prior experience with financial and data analytics tools including Anaplan and Databricks Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations Track record of presenting complex financial analyses clearly and concisely to senior management Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long-term savings or retirement plans In-office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. #LI-Hybrid

DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advice on M&A, debt raisings and restructurings, and private capital, and provides access to Asia investment knowledge. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role As an Associate on the technology and software team based in our San Francisco office, you will be responsible for supporting day-to-day M&A, capital raising, restructuring, debt advisory and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record (undergraduate and or MBA) The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date) Preferred Experience At least 3 - 5 years of experience with M&A transactions in the technology and software sector Compensation & Benefits: Salary Range: $175,000 - $200,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, AD&D Insurance Pet Insurance Health Savings Account Retirement Pans (401K) Pre-Tax Commuter Benefits Working Arrangement Please note this position will operate in a hybrid capacity with four days on-site in our San Francisco, CA office (Monday - Thursday) with the option to work from home on Fridays

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage experience Flexibility, self-motivation, coachability, and passionate for helping people Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors. We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues. Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues. As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions. We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Practice is seeking to add highly qualified associates with a minimum of three years of experience in private investment fund formation and related fund operational matters, to join our 4th through 6th year associate class. The practice group acts as counsel for fund sponsors around the globe, handling all aspects of the structuring and fundraising of private investment funds across a broad spectrum of asset classes, as well as internal sponsor arrangements, co-investments, fund operations, and regulatory and compliance matters. Main Contact Details ********************************** ********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000

Description About LegalZoomLegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 20 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you're ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can't wait to meet you. This hybrid position will work remotely as well as onsite in our Sherman Oaks, CA or Mountain View, CA office. OverviewLegalZoom.com is seeking a Senior Corporate Finance Analyst to join our Corporate Finance team. The highly visible position will be responsible for supporting business leaders, building financial models, identifying revenue and expense opportunities, and concisely reporting results to senior management. The optimal candidate will possess excellent interpersonal skills and critical thinking abilities to collaborate with teams across our organization and foster data-driven decision-making. The Senior Corporate Finance Analyst will report to the Sr. Manager of Corporate Finance. You will Support the monthly forecasting process, streamlining the company operating model Collaborate on the board of directors presentations and earnings call process by developing insightful presentations and supporting materials that summarize quarterly and annual performance Provide thought leadership, helping foster new business lines, simplify existing processes, drive standardization, and build scalable solutions Collect, analyze, and manage quantitative data, build thoughtful excel models, and create meaningful reports to lead business improvement and cost reductions Evolve the budgeting and planning process, assisting with cross-functional projects to improve the integration of key decisions makers with FP&A Work in tandem within the Finance organization to deliver information for planning, actuals, and analysis to drive business performance and identify opportunities and risks You have Bachelor's degree in Finance, Economics, Mathematics, or related field with at least 2-4 years of experience in Consulting, Investment Banking, or Corporate Finance Understand performance metrics used to evaluate internet businesses including subscription products Solid communicator with collaboration skills that focus on teamwork. Comfortable with large volumes of complex data and presenting their findings to senior management Strong worth ethic with ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing, and often ambiguous environment Must have excellent analytical and organizational skills; demonstrate exceptional attention to detail, accuracy, and follow-through Ability to thrive in a fast-paced, entrepreneurial environment with highly motivated team members Advanced Excel and PowerPoint skills required and other data visualization software skills are a plus LegalZoom is a remote-friendly company and the national range for this role is $77,600 - $124,200. Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below.● Medical, Dental, Vision Insurance● 401k, With Matching Contributions● Paid Time Off● Health Savings Account (HSA)● Flexible Spending Account (FSA)● Short-Term/Long-Term Disability Insurance● Plus other wellness benefits to include: Fertility Mental Health One Medical Fringe lifestyle benefits up to $250 Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction + Document all client interactions and meeting all regulatory requirements around these activities **Required qualifications, capabilities, and skills** + FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships **Preferred qualifications, capabilities, and skills** + Bachelor's degree preferred or equivalent experience + 2 years of relevant financial services or brokerage experience + Flexibility, self-motivation, coachability, and passionate for helping people + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base **Additional information:** + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days). Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

If you are looking for a meaningful career where people work and act with passion, rethink the existing and always strive to find the best solution - you have come to the right place. We develop future technologies to relentlessly make supply chains better. We are a leader in supply chain software solutions, helping organizations streamline operations, reduce costs, and improve efficiency. What a day in the life looks like Build and maintain dynamic Excel models to support forecasting, scenario planning, and strategic decision-making. Develop executive-level presentations that communicate financial insights, business performance, and strategic recommendations. Partner cross-functionally with business leaders to understand key drivers and translate them into actionable financial plans. Support quarterly and annual planning cycles, including budgeting, forecasting, and long-range planning. Conduct ad hoc financial analysis to evaluate business initiatives, investments, and operational performance. Drive continuous improvement in reporting, modeling, and presentation standards across the FP&A team. What you bring to the team 5+ years of experience in corporate finance, investment banking, management consulting or FP&A. Advanced proficiency in Excel (modeling, scenario analysis, sensitivity testing). Strong experience with PowerPoint and executive storytelling. Proven ability to work with large datasets and synthesize insights. Excellent communication skills with a strong executive presence. Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus. Preferred Experience Prior experience at a top-tier consulting firm (e.g., McKinsey, BCG, EYP, Deloitte, etc.) preferred but not required. Familiarity with financial systems (e.g., Netsuite ERP, Netsuite Planning and Budgeting, Power BI, Salesforce, etc). Experience supporting C-suite / private equity level reporting and board materials. #LI-REMOTE #LI-SK1 Why join us? At Infios, we're not just looking for employees; we're looking for partners in innovation, growth, and purpose. Meeting you where you are to create the future you need is at the core of who we are and what we do. Whether you're at the beginning of your career or a seasoned expert, we meet you on your journey, equipping you with the tools and opportunities to build the future you envision. Together, we will relentlessly work toward one common goal - making supply chains better. We believe the future is better when supply chains work better. We are an equal-opportunity employer and committed to inclusion in the workplace. At Infios, we believe that inclusion is a fundamental cornerstone of our success. We are committed to creating a safe and welcoming environment where every individual's unique experiences and perspectives are valued-whether they look, think, move, believe, or love differently. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, sex, sexual orientation, gender identity, marital status, pregnancy, religion, age, disability, veteran status, genetic information, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. If you require assistance or accommodation due to a disability during the recruiting process, please let us know at *************** Disclaimer: This job advertisement is not designed to cover a comprehensive listing of all duties or responsibilities that are required for this job. Please note that any salary information is a general guideline only. Individual compensation will be determined by various factors such as the scope and responsibilities of the position, experience, education, skills, location, and market and business considerations. Applications must be submitted via our career site.

Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM - 5:00pm ET. What You'll Do: Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment Build trust-based relationships and maintain consistent touchpoints throughout the process Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations Present opportunities to advisors clearly and professionally, aligning their goals with client parameters Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You'll Use: Loxo (ATS/CRM), Excel / Google Sheets Email + calendar tools Phone systems / dialing tools LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: 4+ years of recruiting experience, with direct exposure to financial advisor recruiting Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality Prior experience recruiting financial advisors in one or more of the following environments: Wealth management firm / RIA / broker-dealer Bank or financial institution Recruiting / search firm supporting advisor hiring Strong phone presence and ability to build rapport quickly with experienced professionals Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): Existing advisor network or history of placing advisors successfully Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.) Experience working alongside business development and client management teams What Success Looks Like: You build a healthy advisor pipeline consistently Advisors trust you and stay engaged through the process You present aligned, qualified advisors to clients based on real discovery Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: Remote (U.S.) Hours: 9:00 AM - 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team! In this role, you will be responsible for developing and maintaining complex financial models based on an assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders. Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability. This is a hybrid position located in McKinney, Texas. What You Will Do: * Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance. * Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance. * Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast. * Identify, design, and implement enhancements to existing forecasting and reporting processes and systems. * Support the development of corporate strategic business analysis and insights for executive talking points. * Develop capital planning models, reports, and templates. * Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI. * Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking. * Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities. * Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s). * Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues. * Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes. * Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives. * Identify and recommend process improvements that significantly reduce workloads and reporting redundancies. * Develop the financial business cases for presentation to senior leadership. * Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results. * Mentor and train other members of the Corporate Financial Planning & Analysis team. * Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives. What You Can Bring: * Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience. * 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry. * Holding or actively working towards a CPA, CFA, or MBA is a plus. * Demonstrated knowledge of corporate financial planning, reporting, and analysis. * Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy. * Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow. * Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines. * Balances data and information, making decisions based on both a sense of what is correct and logical. * Ability to clearly communicate compelling messages to senior leaders and partners. * Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business. * Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions. * Balances a high sense of urgency with presenting detailed and accurate financial information. * Takes initiative and is not satisfied with the status quo. * Leads and actively participates in team meetings and is involved in developing individual and team project plans. * Demonstrates a willingness to persist when faced with obstacles or adversity. * Willingness to accommodate the rigor of the annual and quarterly reporting cycle. * Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis. * Experience with corporate performance management software solutions Anaplan is a plus. * Experience with data visualization software (Power BI or Tableau) is a plus. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, TX

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually