Finance Advisor Jobs in North Carolina

Financial Advisor Onboarding Training Program Hours: Monday to Friday, 8:30 AM - 5:00 PM The Financial Advisor Onboarding Training Program is designed to equip participants with the skills and knowledge necessary to support the integration of Financial Advisors (FAs). Through hands-on experience, participants will learn to manage account transitions, provide onboarding support, and navigate multi-channel business operations. Program Structure This structured, onsite training program requires daily attendance to ensure comprehensive learning and practice. Key Learning Objectives Onboarding & Account Management: Gain experience facilitating account transfers, managing new client paperwork, and setting up client accounts across various systems. Develop a reliable process for onboarding new Financial Advisors and supporting their transition onto the Wells Fargo Advisors platform. Client Liaison & Issue Resolution: Learn to effectively communicate and liaise with FAs, branch support staff, and channel managers, addressing onboarding questions and escalating issues as needed. Build skills in issue resolution by working with internal business partners to ensure a smooth transition for each advisor. Data Management & Reporting: Learn to create detailed reports and track onboarding metrics for continuous improvement. Develop best practices in onboarding, integration support, and account management. Required Qualifications Experience: 6+ months in financial services, sales support, branch administration, or brokerage operations. Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Access, Project). Strong organizational skills with the ability to multitask and prioritize. Excellent written and verbal communication skills for interaction at all organizational levels. Preferred Qualifications Education: Bachelor's degree in a related field. Licenses: Completion of SIE, Series 7, or 63 licenses is highly valued. Relevant Experience: Prior experience in finance or advisory roles is an advantage. Note: Due to the structured nature of this training program, daily onsite attendance is required, with limited PTO (standard holidays only) to ensure continuity in training. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Consolidated Planning, Inc. offers career opportunities across multiple locations and we are #hiring ! If you or someone you know is seeking a more fulfilling career path, feel free to reach out to me on Linked In or at *************************** . Locations: Charlotte, Charleston, Columbia, Raleigh, Atlanta, Richmond, Greenville (SC), Greensboro and Asheville. It can't hurt to just hear about it! Come work where you are valued, trusted, and appreciated!!! This is a Hybrid work position. We provide complete training and licensing support. We have a great Mentor Program that helps new advisors become successful much sooner. Hear why CP is a great place to launch your new career! Responsibilities Provide financial planning support to clients Help clients reach their important goals Collaborate with other advisors to create the best plans for clients Prepare financial "roadmaps" and check their accuracy Qualifications A desire to help others Bachelor's degree 5+ years' of professional experience in a related field (not required) Strong understanding of a "client first mentality" Excellent interpersonal skills

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1. No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3. Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. Job Type: Full-time Benefits: 401(k) Dental insurance Financial planning services Health insurance Life insurance Professional development assistance Retirement plan Tuition reimbursement Vision insurance Compensation Package: Commission pay Education: Bachelor's (Required) Ability to Commute: Winston-Salem, NC 27101 (Required) Ability to Relocate: Winston-Salem, NC 27101: Relocate before starting work (Required) Work Location: In person

Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: Identify and set appointments with potential clients Meet with clients to assess their financial needs Develop customized financial plans to address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time Provide ongoing consultation and support TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. Some features of this position include: One-on-one training from seasoned leaders in the local financial planning industry A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance Uncapped earning potential - advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) Job Requirements: Associate's degree in business or industry-related field Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office Must be a U.S. or Permanent Resident Willing to work in office Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000. Visit our website at *************************

CFP Financial Advisor - Build Your Future with Valor Private Wealth, LLC 📍 Hybrid | Based in Charlotte, NC or surrounding growth markets (U.S. candidates only) At Valor Private Wealth, LLC , we do more than manage money-we build lifelong partnerships rooted in clarity, integrity, and personalized financial planning. We're a fiduciary wealth management firm serving affluent households with the goal of reaching $1 billion in AUM by 2030, growing 50% annually through a strategic blend of organic growth and advisor succession acquisitions. We currently operate in Charlotte, Asheville, and Greensboro, NC; Louisville, KY; Atlanta, GA; and select regions of Florida-with additional expansion underway. We're seeking only two new advisors in 2025, with an additional 1-2 openings expected in 2026. This is a unique opportunity to join a high-performance team at the center of industry transformation. What Makes This Opportunity Unique This is not a salaried job where you punch a clock. It's a career-defining opportunity for an entry-level financial advisor (1-3 years of experience) to be mentored directly by leadership, gain access to high-quality client relationships, and scale quickly into a lead advisor role within a collaborative, high-growth environment. We offer: Direct support from senior advisors and firm leadership Access to client relationships through M&A and succession plans Structured mentorship, training, and professional development A performance path that positions top talent to earn in the top 10% of all U.S. financial advisors within 5 years We don't just develop your technical knowledge-we help you grow in professionalism, presence, and purpose. Our team members also value personal well-being, fitness, and living intentionally, because we believe great advisors bring their whole selves to the people they serve. About the Role This hybrid, full-time role is based in Charlotte, NC or another of our growth markets. Some travel is required for client meetings in Asheville and Greensboro, NC; Louisville, KY; Atlanta, GA; and parts of Florida. You'll work within a collaborative team of fiduciary advisors, receive paid training, and move quickly from support to lead responsibilities based on performance. Who You Are Already licensed (Series 66 & 7) 1-3 years of experience in financial services Has passed the CFP exam Personally responsible with money-able to speak confidently about your financial growth and goals A strong communicator, equally confident on Zoom and in person Genuinely passionate about helping people make smarter, more meaningful financial decisions Comfortable in a firm that values health, wellness, integrity, and long-term impact Located in or willing to relocate to Charlotte, NC or one of our existing markets (U.S. candidates only; no international applications) What You'll Do Provide financial planning, retirement modeling, and investment advice Collaborate with a mentor advisor and support client relationships Participate in business development efforts and succession planning strategies Continuously sharpen your skills in tax-aware planning, estate coordination, and client communication Engage in high-level firm growth strategies and elevate client service standards Compensation & Career Growth Base Salary: $75,000 - $95,000 (based on licensing, experience, and credentials) Year 2+ Compensation: Expected to rise significantly as goals are met and responsibilities increase Performance Bonus, Sign-on Bonus, and Profit Sharing eligible Training and Licensing Costs Covered Real opportunity to earn within the top 10% of U.S. advisors by year five 💡 We believe a team member's true value isn't fully known for the first 6-9 months. That's why our structure rewards long-term alignment, ambition, and contribution-not just experience on paper. Candidate Screening & Application Process We take hiring seriously-and we're intentional about bringing the right people into our firm. Our 4-stage selection process includes: Initial screening via LinkedIn messaging First phone call with our team Zoom video interview A short project or research assignment to evaluate professional thinking, communication, and fit Candidates are assessed on: Communication style and clarity Technology readiness (Zoom, camera, audio quality) Experience and insight that stands out from other early-career advisors Alignment with the mission and long-term vision of Valor Private Wealth, LLC Important Notes U.S.-based candidates only - no international applicants accepted Candidates will undergo background checks, fingerprinting, and credit screening (where legally applicable) Candidates must be willing to discuss their own financial goals and demonstrate responsibility in personal finance If you're ready to step into a role that combines mentorship, purpose, and extraordinary upside, and you want to be a part of a firm that's defining the future of independent advice-apply today.

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: · Build a client base and develop knowledge of Bankers Life financial products and market trends · Develop yourself with our award-winning training and mentorship network · Present clients with financial solutions and drive them to action · Take ownership of your business and build a team The ideal candidate will have: · Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP ) · High level of self-motivation; ability to accomplish goals independently · History of success in sales, competitive roles, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning What we offer: • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP • Inclusive culture, career long mentorship, and the support of an established office structure • Progressive advancement opportunities • Flexible hybrid schedule once you complete your agent training • Sales leads, marketing tools and leading technology • Uncapped earnings • Passive income opportunities and bonus programs • Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights Client Engagement: Cultivate and expand your network within established markets Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Work-Life Balance: Flexible schedule to maximize productivity and personal time Location: Working outside the office in local schools and municipalities Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29)

This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you · Entrepreneurial mindset · Community oriented · Communication skills Responsibilities · Work with current or new members to provide them information about the financial services their families could utilize · Networking with individuals throughout the community · Continuously prospecting in order to secure appointments · Participating in mentor-lead appointments · Asking customers for favorable introductions · Engaging in personal observation through the community · Participating in fraternal activities Benefits and Perks · Medical, dental and vision Insurance paid for · 401(k) retirement planning with company match · Non-contributory pension plan · Group term life insurance benefits · Expense-paid trips, valuable prizes, and exciting incentives For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses! About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen is an equal opportunity employer (EOE).

Finance Analyst, CDI Change how we work and shape life-changing careers. At Electrolux Group, a leading global appliance company, we strive every day to shape living for the better for our consumers, our people and our planet. We share ideas and collaborate so that together, we can develop solutions that deliver enjoyable and sustainable living. Come join us as you are. We believe diverse perspectives make us stronger and more innovative. In our global community of people from 100+ countries, we listen to each other, actively contribute and grow together. Join us in our exciting quest to build the future home! All about the role: We are now looking for a Finance Analyst to support the Peace of Mind business as a part of the Consumer Direct Interaction organization within Electrolux NA. The Financial Analyst will play a critical role in driving operational excellence, delivering successful business results and process improvements by providing fact-based, financial insights and analytical reporting to enable sound decision making across the Peace of Mind organization. The key focus areas for the Finance Analyst include Service profitability, Spare parts growth and ConCenT integration. Additional areas of support range from Electrolux Branded Service (EBS), Consumer Engagement Center (CEC), and Extended Service Agreements (ESA). What you'll do: Act as true business partner to Peace of Mind organization with participation in total finance function from daily analysis and setting short-term goals to building long-term strategies and challenging the way we do business in the Peace of Mind channel Coordinate the implementation of standardized tools and reporting to facilitate analysis across verticals such as product line and business segment, including key performance indicators necessary to drive profitable growth Management of monthly invoices, accruals and account reconciliations to ensure proper revenue and administrative expense recognition Evaluate & summarize full P&L for actuals and forecast, providing executive level commentary for major drivers of performance with proposed actions for deviations to plan Owner of the financial planning processes for Peace of Mind business including monthly forecast, annual budget and strategic plan. Provide weekly snapshot of current month's performance versus forecast with insights for corrective action as needed Drive cost excellence within Service organization and Consumer Engagement Center operations through tracking of monthly spend, cost reduction initiatives and providing recommendations to business partners for efficiency Propose actions that help improve the efficiency and effectiveness of business investments. Evaluate and present business cases to Executive Leadership Partner on key strategic growth projects throughout Peace of Mind portfolios including Service and Service Agreements including managing and tracking capital project spend and return on investment Ad-hoc Reports and Presentations as needed by senior management Minimum Qualifications: Bachelor's degree in Finance, Accounting, Economics or Business Management 3+ years of experience in commercial or product line finance, financial modeling and forecasting or related experience Preferred Qualifications: Experience with Services or Revenue accounting preferred Experience with Power BI, MS SQL preferred PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone. The employee frequently is required to drive, walk and sit. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. It is the policy of Electrolux North America, Inc. (‘ENA') to select, develop and promote employees based on the individual's ability and job performance. It has been, and shall continue to be, the policy of ENA to provide Equal Employment Opportunity to all people in all aspects of the employer/employee relationship without regard to race, color, religion, creed, sex/gender, national origin, citizenship, age (40 or older), disability (mental, physical or visual), genetic information, sexual orientation, status as a disabled veteran, veteran of the Vietnam era or as a member of the National Guard or Military Reserve, or any other characteristic protected by applicable federal, state or local law. This policy affects decisions including, but not limited to, an employee's compensation, benefits, terms and conditions of employment, opportunities for promotion, training and development, transfer and other privileges of employment. It has been, and shall continue to be, the policy of ENA to maintain a working environment free of harassment and illegal intimidation. It is further the policy of ENA to comply with all applicable Federal, State, and Local statutes concerning Equal Employment Opportunity.

Financial Analyst III (Charlotte, NC) Optomi, in partnership with a leader in the telecommunications industry, is seeking a Financial Analyst III with strong financial planning & analysis (FP&A) experience to support large-scale budgeting and forecasting operations. This is a high-impact role that directly supports financial strategy for a multi-billion-dollar supply chain operation. The ideal candidate is a polished, detail-oriented professional who thrives in a fast-paced environment and has a passion for driving clarity and insights from financial data. Key Responsibilities: Build, manage, and improve detailed budgets and forecasts from scratch using financial data from internal stakeholders. Perform advanced Excel-based financial modeling and data analysis to support strategic planning. Translate complex financial data into meaningful insights and written commentary for executive leadership. Serve as the liaison between business users and technical/engineering teams to improve systems and tools. Support continuous improvement initiatives by enhancing existing Excel tools and building new ones. Work cross-functionally with various business units within and outside of the supply chain to gather data and meet deadlines. Track and document system issues, identifying opportunities for process optimization. Required Qualifications: 5-10 years of experience in financial analysis, business analysis, or FP&A roles. Advanced Excel skills including pivot tables, VLOOKUPs, and strong financial modeling capability. Proven experience in budgeting, forecasting, and driving insights through data. Strong written communication skills - must be able to write commentary and clearly explain variances, trends, and financial impacts. Ability to handle high-volume, high-visibility deliverables with accuracy and professionalism. Experience working with large-scale budgets (hundreds of millions to billions). Strong organizational and time-management skills to juggle competing priorities in a deadline-driven environment. Preferred (Nice to Have): Experience with SAP and/or Hyperion. Familiarity with CapEx and OpEx planning processes.

Investors Trust Company Raleigh, NC | In-Office Are you a seasoned financial professional who thrives on building trusted relationships and delivering tailored investment strategies? If you're ready to bring your expertise to a client-focused, growth-oriented firm-this could be your next great move. Investors Trust Company is seeking a high-performing Wealth Advisor to join our Raleigh team. In this client-facing role, you'll drive business development, manage sophisticated portfolios, and serve as a trusted partner to high-net-worth individuals, families, foundations, and institutions. At Investors Trust, we offer more than just a seat at the table-we provide a dynamic and collaborative culture, personalized professional development, real work/life balance, and best-in-class benefits. What You'll Do: • Serve as a primary client advisor, developing investment management and/or trust relationships with high-net-worth clients, business owners, and charitable organizations. • Actively prospect and engage new clients through an established network of centers of influence and community involvement. • Partner closely with our President and Chief Investment Officer to craft marketing strategies and enhance client communications. • Oversee the design, implementation, and performance of customized investment portfolios aligned with each client's unique goals and market conditions. • Deliver a proactive client service experience, identifying new opportunities and ensuring high-touch, regular communication. • Stay on top of market and economic trends to inform portfolio decisions and provide thought leadership to clients. • Ensure accurate documentation and compliance, escalating risks when necessary. What You Bring: • 5+ years of experience in investment-related business development or wealth management. • Bachelor's degree required; MBA or professional credentials such as CFA, CFP, or CTFA strongly preferred. • Proven success in cultivating and growing relationships with high-net-worth clients. • Exceptional interpersonal and communication skills, with a natural ability to build trust and influence. • Entrepreneurial drive and confidence in independently growing a book of business. • Community involvement and board experience highly valued. The Company is an equal opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status and other protected class characteristics. #33185701

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire talented and experienced professionals at the Associate level in our Industrials & Business Services Group. Responsibilities: * Organizing, reviewing, and analyzing due diligence processes and materials * Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.) * Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials * Compiling prospective acquirer lists and contacting acquirers * Performing key steps in the sale execution process * Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients * Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.) Skills & Experience: * Minimum of two years of sell-side M&A advisory and investment banking experience with record of completed transactions from pitch to close in the Industrials & Business Services sector * Outstanding academic credentials from a top tier school * Demonstrated critical thinking, process oriented, and strong attention to detail * Excellent written and oral communications skills * Highly proficient financial analysis and modeling skills * Proactive, results oriented, can-do attitude, team player * Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment * Significant level of maturity and the ability to work collaboratively as part of a small team * Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms * FINRA Series 7, 63 or 79 license Compensation & Benefits: The typical base pay for this role is $170K. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

**About this role:** Wells Fargo is seeking Investment Banking Associates to join our Healthcare coverage team within Wells Fargo's Corporate & Investment Banking. The Associates will be aligned to one of the distinct verticals: + Healthcare Services + Life Sciences (BioPharma, BioTech, MedTech) Learn more about our career areas and lines of business at wellsfargojobs.com. **In this role, you will:** + Participate in analyzing companies and client investments + Make recommendations to clients on investments + Identify opportunities for process improvements within Investment Banking Program + Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables + Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements + Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals + Interact with internal and external customers **Required Qualifications:** + 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Healthcare industry experience; preferably in Life Sciences or Healthcare Services + Ability to work effectively, as well as independently, in a team environment. + Ability to work in a fast-paced deadline driven environment. + Strong financial modeling skills. + Strong organizational, multi-tasking, and prioritizing skills. + Excellent verbal, written, and interpersonal communication skills. + Strong analytical skills with high attention to detail and accuracy. + Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance. + Professional experience through internships, part-time or full-time work, and/or extracurricular activities. + Dedication to building a career in Investment Banking. + Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results. **Job Expectations:** + FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. + Ability to travel up to 10% of the time **Additional Compensation Details:** + Base Salary - $175,000 - $200,000 USD **Posting Location:** + 500 W 33rd St, New York, NY 10001 + 333 Market St, San Francisco, CA 94105 + 550 South Tryon St, Charlotte, NC 28202 This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Corporate & Investment Banking ("CIB")** delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $120,400.00 - $287,600.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 13 Jun 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-463679

Investment Banking Associate (NC) FMI Corporation is seeking a talented professional to join FMI Capital Advisors, the firm's investment banking group and registered broker-dealer. For over 65 years, FMI has been the leading consulting and investment banking firm exclusively serving the engineering and construction industry. Clients choose FMI for our unmatched industry expertise and deep relationships with leading firms. Associates are placed on multiple M&A deal teams immediately upon joining and play a critical role in each engagement. Successful associates thrive in our highly collaborative culture that rewards individual initiative and offers unlimited opportunities for personal and professional growth. This full-time opportunity requires 10%-20% travel and will be based in our headquarters office in downtown Raleigh, North Carolina. *All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time. Responsibilities Conducting industry, market and company-specific research Performing financial analysis, valuation and financial modeling Participating in client-engagement meetings Developing transaction marketing materials, including pitch books, teasers, confidential information memorandums and management presentations Assisting in the execution of M&A transactions, including the preparation and management of virtual data rooms and the coordination of client and third-party due diligence Building relationships and maintaining contact with established and prospective clients and professional advisors Researching and writing articles for publication in firm and industry journals Performing other duties as assigned Qualifications Bachelor's degree required, major or concentration in Business, Finance, Accounting, or a related field preferred 2+ years of experience in investment banking, private equity, or corporate development with proven experience leading the full M&A process from origination through close OR 1+ years of similar experience paired with an MBA from a top-tier university Strong quantitative and analytical skills, including financial modeling and financial statement analysis Proficiency with core valuation methodologies, including DCF, comps, and precedent transactions Proven leadership ability and sound independent judgment Excellent communication skills-written, verbal, and listening-as well as strong interpersonal and relationship-building skills Superior organizational and time management skills, with the ability to manage multiple projects in a fast-paced environment Demonstrated maturity, integrity, and the ability to thrive in an entrepreneurial, team-oriented culture Genuine interest in the engineering and construction industry Experience with Pitchbook, S&P Capital IQ, and DealCloud is a plus FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit. FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

From a small family business to a multi-billion-dollar global company, Sonoco has been changing the face of products and packaging since 1899 - all while keeping the heart of "People Build Businesses" alive. Our talented people are at the core of our growth, constantly reinventing the Sonoco wheel with brilliant solutions every year. Today we are a world leader in global packaging solutions with diversified operations in over 34 countries. We're extremely proud of our portfolio of brands, our achievements in sustainability and industrialization and the groundbreaking work accomplished by our people. While reporting directly to the Corporate FP&A Manager, as the Corporate Financial Analyst, you will be a key member of the Corporate FP&A team responsible for executing core FP&A activities. These include corporate departments analysis and reporting, long-range planning, budgeting and forecasting, management reporting, financial and performance analysis, and decision support. The role also supports net working capital and capital spend analysis, capital post completion evaluation, Goodwill testing, SOX compliance, and preparation of earnings release materials such as decks, scripts, and supporting analysis. The analyst may also be involved in ad hoc financial modeling including lease vs. buy assessments, ROIC analysis, and other business case evaluations. What You'll Be Doing: * Long Range & Strategic Planning: Develops efficient tools that support the long-range planning process. Builds report out models and presentations. Has proficiency in OneStream and full understanding of intercompany eliminations and currency translation. Acts as a project manager by verifying the business units complete the necessary steps for a full enterprise roll up. Keeps close communication with the business units FP&A partners and offers support to ensure the success of the overall process. * Management Reporting & Insights: Develops and produces reporting packages including variance analysis to prior year, budget, and reforecast. Preparation of dynamic, automated and accurate reporting with professional presentation. * Budgeting & Forecasting: Supports the annual budget process and the Corporate Allocations process including enterprise level intercompany items, currency translation, and consolidations. Supports recurring forecast processes by collaborating with business units, ensure that P&Ls reflect the right intercompany elimination, right tax jurisdiction, and correct level of detail. Supports the roll up of economic bridges and net working capital. * Networking Capital Analysis: Develops tools, reports and decks to support the forecasting and analysis of Net Working Capital. Supports the preparation of annual targets and collaborates with business units and shared services to ensure an agile target setting process. Keeps records and communication to document the target setting process. Supports the preparation of decks. Interact with business units to have good understanding of the deviations to target. * Performance Management and Decision Support: Enhance the capabilities, tools, techniques, and models to enable Finance to influence and drive better decision making in the organization. * Enterprise Visibility: Engaged in Enterprise level analysis and presentations in support of Investor Relations, Board of Directors, Ratings Agencies, and the C Suite. This position is hybrid position that will require quarterly in office attendance at our Corporate Headquarters in beautiful Hartsville, SC and close to exciting destinations (Myrtle Beach, SC Charleston, SC, Columbia, SC and Charlotte, NC). Compensation: The annual base salary range for this role is from $64,880 to $72,990. We would like to hear from you if: * Bachelor's degree in accounting or finance is required, * Preferred Certifications: CPA, CMA, CFA * Strong collaboration & relationship management skills * Excellent written and verbal communication skills * Coachable and willingness to learn * Ability to manage deliverables independently as well as perform under pressure * Ability to work in cross-functional team environment across multiple levels of management * Strong technical aptitude and ability to grasp a general knowledge of multiple disciplines and technologies At Sonoco Products Company, we offer a comprehensive total rewards package, including competitive pay and benefits. *Benefits listed below are for employees located in the U.S. Specific benefits and wellbeing programs may vary depending on your location (within the U.S. or global), or if you are a union employee. Benefits * Medical, dental, and vision coverage for you and your dependents, including FSA and HSA options * 401(k) retirement plan with company match * Wellbeing tools and resources to support holistic health, including an Employee Assistance Program with a variety of services * Paid time off and holidays to recreate, rejuvenate and care for the health of yourself and family * Variety of company paid and voluntary employee-paid insurance plans including life, personal accident, and disability insurance * Tuition reimbursement We are an equal opportunity employer, and we strictly prohibit and do not tolerate discrimination against employees, applicants or any other covered persons because of race, color, religion, national origin or ancestry, sex, pregnancy, sexual orientation, marital status, gender identity or expression, age, disability, genetic information, veteran status, or any legally protected characteristic.

JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Commercial & Specialized Industries (C&SI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. There are two program tracks to choose from within C&SI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader C&SI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.