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Chief Financial Officer About The ASPCA® The ASPCA believes every animal deserves to live a life free from suffering. For more than 150 years, we've been on the frontlines to save, transform, and protect millions of lives in the fight against animal cruelty, revolutionizing the way society cares for animals. As the nation's first and leading animal welfare organization, we surround the most critical issues from every angle including tackling the most challenging cases in the most challenging places. Our teams of experts work tirelessly to develop innovative solutions that improve the welfare of animals big and small. Through our hands-on work and in collaboration with local partners nationwide, our collective impact is multiplied to give as many vulnerable animals as possible the second chance they deserve. We are the voice for millions of animals across the country and our commitment to eliminating animal cruelty is unwavering. Until we create the permanent change that ensures all animals are treated with respect and kindness, our work to protect them will never stop. Learn more about the ASPCA at <a href="http://www.aspca.org" target="_blank">www.aspca.org</a>. The Opportunity The ASPCA seeks a mission-driven Chief Financial Officer (CFO) to lead its enterprise- wide financial strategy, investment oversight, and real estate functions. Reporting to the President &amp; CEO and serving as a key member of the Executive Leadership Team, the CFO will provide strategic and operational leadership to ensure strong financial management, organizational agility, and mission impact at scale . The Finance division includes Financial Control, Financial Planning &amp; Analysis (FP&amp;A), Procurement and Real Estate &amp; Capital Projects. These teams maximize donor dollars where they are needed the most to advance our lifesaving work for animals in an efficient and cost-effective manner and bring meaningful insights to decision-making to benefit the animals we serve. The CFO will lead these teams to deliver financial stewardship, capital management, and operational excellence across the ASPCA's national footprint. This is a rare opportunity for a seasoned leader to oversee and sustain a complex portfolio while ensuring the continued financial strength of the ASPCA—one of the nation's most visible and impactful nonprofits. Key Responsibilities The CFO reports directly to the President &amp; CEO and has five direct reports. Core responsibilities include: Drive Organizational Leadership &amp; Strategy 
<ul>
<li>Set the ASPCA's integrated financial and real estate strategies to support the organization's short-, and long-term goals. </li>
<li>Serve as a trusted advisor to the President &amp; CEO and ELT; engage actively in cross-functional leadership and decision-making. </li>
<li>Present timely, accurate, and actionable financial information to the CEO, Board of Directors, and Finance and Audit Committees. </li>
<li>Elevate the role of finance as a strategic partner to teams across the ASPCA. </li>
<li>Foster a culture of financial accountability and literacy; empower leaders to manage contracts, budgets, and resources with confidence and transparency. </li>
<li>Provide strategic thought partnership on the ASPCA's national footprint and capital deployment. </li>
<li>Collaborate closely with the Executive Leadership Team (ELT) and the Senior Leadership Team (SLT) to align financial strategy with organizational priorities across functions. </li>
<li>Partner closely with the Development division and Chief Development Officer to support fundraising efforts central to the ASPCA's financial sustainability.</li>
</ul>
 Provide Team Leadership &amp; Stakeholder Engagement 
<ul>
<li>Manage a robust finance team, including 5 direct reports, by setting clear expectations, providing opportunities for development, and building trust. </li>
<li>Support direct reports through regular feedback, career development, performance evaluations, and ongoing check-ins. </li>
<li>Build strong partnerships across the organization to ensure finance and real estate are seen as responsive, collaborative, and value-added. </li>
<li>Support leadership development within the Finance division. </li>
<li>Partner with leaders across the organization to understand and support varied cross-functional needs.</li>
</ul>
 Manage Finance &amp; Real Estate Functions 
<ul>
<li>Oversee all core financial operations: accounting, FP&amp;A, treasury, payroll, procurement, and travel and expense functions. </li>
<li>Partner with the CEO and CLO in Audit Committee engagement, and partner with the CEO and CDO in Finance Committee engagement. </li>
<li>Partner with ASPCA's external investment advisor, in conjunction with the head of FP&amp;A, to manage a$450M+ reserve portfolio in accordance with Board-approved policies and long-term objectives. </li>
<li>Manage the annual audit process and preparation of IRS Form 990, in collaboration with the Controller and external audit firm. </li>
<li>Oversee relationships with the ASPCA's banking partners, managing a $25M line of credit and term loan funding with sound debt and liquidity planning. </li>
<li>Oversee the real estate function to deliver facility renovations, and new facilities as needed, on time and on budget, in compliance with regulations, aligned with strategic priorities, and in partnership with the Facilities Department. </li>
<li>Manage capital projects, acquisitions, and leases to ensure alignment with programmatic and operational needs. </li>
<li>Engage internal stakeholders and external vendors to deliver cost-effective, high-impact financial and real estate outcomes. </li>
<li>Collaborate with Legal on negotiation and execution of major property transactions. </li>
<li>Drive continuous improvement of financial systems and processes, leveraging the Workday platform for accurate, timely, and actionable reporting with strong internal controls. </li>
<li>Ensure regulatory compliance and timely completion of required filings in collaboration with Legal.</li>
</ul>
 Candidate Profile We recognize that there is a spectrum of lived and professional experience that will set candidates up for success in this role. While no one candidate will have every experience outlined in the position description, ideal candidates will display the following professional and personal qualities, skills and characteristics: Commitment to Mission &amp; Core Values The ASPCA seeks a leader who demonstrates a genuine connection to its mission to provide effective means for the prevention of cruelty to animals throughout the United States, and its core values of commitment, ownership, team, elevate and impact. Whether you already work in animal welfare, have volunteered, or are eager to make a shift to support this important work, you bring authentic resonance with our cause and a clear desire to advance the well-being of animals and the people who care for them. A seasoned leader and fiscal steward, you are steady, humble, and resilient, modeling accountability and inclusivity in your leadership. Hands-on and approachable, you integrate seamlessly with a high-functioning executive team and a CEO with strong operational rhythm, blending seasoned perspective with innovative thinking. Respected by teams for your adaptability and commitment to fostering an inclusive culture, you are inspired by the chance to align financial leadership with purpose, ensuring that every decision is made in service of animals, people, and communities. Strategic Financial &amp; Asset Stewardship The ASPCA's financial structure is both significant in scale and unique in its complexity, spanning mass marketing, philanthropy, investments, earned income, grants, and a national footprint of programs and facilities. This is an opportunity for an accomplished financial leader to apply their expertise to stewarding a diverse set of resources and assets, including major capital initiatives, real estate portfolios, facilities, and endowments. With sound judgment and adaptability, you will align financial planning with ambitious organizational goals, viewing reserves not only as safeguards but as levers for mission advancement. Energized by the ASPCA's scope and scale, you will provide disciplined stewardship that sustains growth and strengthens transparency, accountability, and confidence—while contributing to its mission to provide effective means for the prevention of cruelty to animals throughout the United States, and its core values. Operational Discipline &amp; Risk Management You bring operational rigor and a continuous improvement mindset, with a track record of strengthening systems, streamlining processes, and ensuring accuracy and efficiency in budgeting, forecasting, and compliance. You are proactive in assessing and managing enterprise risks—financial, operational, and reputational—and bring clarity and confidence to leadership and the Board, even in moments of ambiguity. You bring deep understanding of real estate strategy and accounting, investment and endowment management, and enterprise technology platforms (e.g., Workday, Salesforce). You know how to leverage systems to drive both efficiency and innovation, modernizing financial processes while maintaining strong internal controls. Collaborative Leadership &amp; Communication You are a highly collaborative leader who thrives in team-oriented environments and understands that finance succeeds only when it is visible, accessible, and trusted. With high self-awareness, empathy, and humility, you foster cross-functional partnerships and maintain fiscal discipline with a service- oriented, non-controlling leadership style. Skilled at translating complex financial information into clear and inclusive communication, you ensure colleagues at all levels and teams can engage confidently with financial insights. At the ASPCA, you will elevate the finance team's profile, invest in its development, and strengthen a culture of shared accountability. You see communication not just as a skill but as a leadership practice that builds trust, breaks down silos, and deepens ASPCA's collaborative spirit. In addition, strong candidates will offer: 
<ul>
<li>Experience leading finance in a complex organization—nonprofit, corporate, or mission-driven enterprise—with diverse revenue streams and regulatory requirements. </li>
<li>A track record of managing capital projects and real estate portfolios with transparency, accountability, and long-term sustainability. </li>
<li>Proven ability to engage a financially sophisticated Board, serving as a trusted advisor and thought partner in moments of both opportunity and ambiguity.</li>
</ul>
 Qualifications 
<ul>
<li>Minimum 20 years of progressive financial leadership experience, including at least 10 years in CFO or senior finance roles within large, complex organizations. </li>
<li>A blend of nonprofit and for-profit experience strongly preferred, reflecting an ability to apply best practices from both sectors in support of a mission-driven enterprise. </li>
<li>Demonstrated success managing $200M+ budgets, with deep experience in financial planning, analysis, accounting operations, and investment oversight. </li>
<li>Skilled at building trust-based relationships with executive peers, board committees, external advisors, and financial institutions. </li>
<li>Proven ability to translate strategy into operational execution through systems, people, and process leadership. </li>
<li>Experience overseeing large-scale capital projects and real estate transactions, including site acquisition, construction, and regulatory compliance. </li>
<li>Familiarity with nonprofit fiduciary responsibilities and regulatory frameworks, including UPMIFA and Form 990 requirements. </li>
<li>Experience with complex financial and non-financial systems, such as Workday, including financials, payroll, and procurement modules, as well as systems implementation experience. </li>
<li>Proven team leader and coach, with a strong bias for action and a solutions-oriented mindset.</li>
</ul>
 Location &amp; Travel This position is based at the ASPCA's 8th Avenue office in New York, NY. The CFO will be expected onsite at least two days per week, with flexibility to work remotely on other days. The position also requires the ability and willingness to travel up to 20% annually, as needed. Compensation &amp; Benefits ASPCA offers compensation that is competitive with comparable senior finance roles in the nonprofit and mission-driven sectors. The anticipated salary range is $400,000–$450,000, with final salary determined based on skills, experience, and internal equity. ASPCA is deeply committed to supporting the wellbeing, growth, and flexibility of its employees. The organization offers a comprehensive benefits package designed to ensure that staff can thrive both personally and professionally, including: 
<ul>
<li>Comprehensive health coverage: Affordable medical insurance, employer-paid dental, and optional vision coverage. </li>
<li>Generous time off: Vacation, sick leave, bereavement, parental leave, 10 company holidays, and additional personal days for flexibility. </li>
<li>Retirement savings with a strong employer commitment:401(k) plan with dollar-for-dollar matching up to 4%, plus an additional 4% employer contribution annually after one year of service. Additionally, an employer-funded 457(b) deferred compensation plan, with participation by select leadership employees designated by the CEO. </li>
<li>Investment in professional growth: Robust learning and development opportunities, including training, coaching, mentorship, and internal mobility. </li>
<li>Opportunities for mission engagement: Unique chances to support ASPCA's field and programmatic work, connecting your leadership directly to lifesaving impact.</li>
</ul>
 For more information on our benefits offerings, visit our <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=https://careers.aspca.org/" target="_blank">website.</a> Contact DSG | Koya has been exclusively retained for this engagement, which is being led by Molly Brennan, Erin Reedy, and Tyler Ridgeway. Express interest in this role by <a href="https://apptrkr.com/6616573" target="_blank">filling out our Talent Profile</a> or emailing the search team directly at <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=mailto:ASPCA@koyapartners.com" target="_blank">ASPCA@koyapartners.com</a>. All inquiries are strictly confidential. DSG | Koya is committed to providing reasonable accommodation to individuals living with disabilities. If you are a qualified individual living with a disability and need assistance expressing interest online, please email <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=mailto:NonprofitSearchOps@divsearch.com" target="_blank">NonprofitSearchOps@divsearch.com</a>. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process. The ASPCA is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, national origin, ancestry, gender, gender identity or expression, age, marital or domestic partner status, citizenship status, sexual orientation, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state or local laws, regulations or ordinances. ASPCA is an Equal Opportunity Employer (M/F/D/V). About DSG | Koya DSG | Koya, a DSG Global company, is the nation's premier search firm dedicated to mission-driven leadership. Since its founding in 2004, DSG | Koya has had an exclusive focus on mission-driven clients and was founded on the belief that the right leader can transform an organization and have a deep and measurable impact on our world. DSG | Koya works with nonprofits &amp; NGOs, responsible businesses, and social enterprises in local communities and around the world. DSG Global is consistently recognized by Forbes on its top 10 list of "America's Best Executive Recruiting Firms" and is an industry leader in recruiting transformational leaders for a changing world. The firm is deliberately different in its approach, with best-in-class teams who have decades of experience in cultivating inclusive leaders, understanding the dimensions of diversity, and building equitable teams. Learn more about DSG | Koya via the firm's <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=https://www.dsgco.com/industry/nonprofit-and-social-impact/" target="_blank">website.</a> To apply, visit: <a href="https://apptrkr.com/6616573" target="_blank">https://talent-profile.dsgco.com/search/v2/22524</a> Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-d3cd12dd6d23724e8bc9386524b848e1

Chief Financial Officer

Director Premium Billing and Member Enrollment (Director II) CalOptima Join Us - Where Your Talent Meets Opportunity. We're Better Together The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Director Premium Billing and Member Enrollment (Director II) and help shape the future of healthcare where you'll be an integral part of our Operations Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. CalOptima Health is looking for a strategic thinker with a proven track record of leading a high-performing team to establish and manage the Enrollment and Billing function related to Health Insurance Exchange/Marketplace/Covered California product operations. As the Director, you'll serve in a leadership role to define and scale up their own team, roadmap, implement, and manage operationalization of this capability at CalOptima Health, and drive closing the people, process, and technological gaps between current state and future state operations to support enrollment and billing capabilities for the Covered California line of business. This role will be critical in standing up and continuing to successfully execute seamless enrollment, accurate billing, and regulatory compliance for the product line expansion. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>45% - Leadership Functions
<ul>
<li>Cultivates and promotes a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Directs and assists the team in carrying out department responsibilities and collaborates with the leadership team and staff to support short- and long-term goals/priorities for the department.</li>
<li>Directs, hires and trains department managers and staff.</li>
<li>Reviews and develops the performance of department staff and sets monthly or quarterly goals.</li>
<li>Serves as the key point of contact and advisor for executive leadership when making strategic decisions impacting the operations of the Enrollment and Billing function at CalOptima Health.</li>
<li>Develops and executes the 12-18-month roadmap to operationalize Enrollment and Billing capabilities for Covered California line of business - integrating with existing Medi-Cal workflows (where applicable), defining new operational processes, and configuring existing and/or new systems to support Covered California line of business.</li>
<li>Builds out and leads Enrollment and Billing function at CalOptima Health (i.e., recruiting, coaching, and retaining team, setting up governance structure, collaborating cross-functionally with other CalOptima Health functions to identify teams' dependencies, etc.).</li>
<li>Oversees the timely and accurate completion of Covered California enrollment capabilities inclusive of ingestion and processing of 834 enrollment files, plan changes, cancellations, and grace-period management per Covered California rules. </li>
</ul>
</li>
<li>50% - Program Oversight
<ul>
<li>Implements and oversees end-to-end premium billing capability -including invoice generation, member payments, financial reconciliation (including subsidies) and refunds-ensuring regulatory compliance.</li>
<li>Reconciles membership and premium data with Covered California and internally at CalOptima Health to support regulatory requirements and data accuracy internally on a cyclical basis.</li>
<li>Manages the end-to-end enrollment and billing processing and reconciliation for the off-exchange population.</li>
<li>Oversees integration and management of the enrollment and billing capabilities that third party vendors and delegated health network are responsible and accountable for.</li>
<li>Leads vendor and technology selection for vended capabilities and oversees implementation and integration with the organization's processes and technologies.</li>
<li>Leads the development of processes and configuration of core admin system to support implementation and ongoing optimization of the premium billing capability at CalOptima - inclusive of partnering with CalOptima Health's Information Technology teams (and potentially vendor teams), overseeing system and data integrations, etc.</li>
<li>Develops and manages the annual departmental budget. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned.</li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>Bachelor's degree in business, health administration, finance, or related field PLUS 7 years in health-plan operations with at least 5 years in health insurance exchange/marketplace and/or commercial Individual and Family Plan (IFP) enrollment and billing required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>3 years of progressive management/leadership experience required.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>Knowledge and prior experience at a health plan leading enrollment and billing functions for an exchange or commercial product. </li>
<li>Specific experience with Covered California.</li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>N/A</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 321 - $181,257 - $290,011 ($87.14 - $139.4282). 
<ul>
<li>The base pay offered will take into account internal equity and also may vary depending on the candidate's job-related knowledge, skills, and experience among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Full Office </li>
</ul>
 A <a href="https://apptrkr.com/get_redirect.php?id=6613595&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> 
<ul>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is October 13, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6613595" target="_blank">https://jobs.caloptima.org/jobs/director-premium-billing-and-member-enrollment-director-ii-505-city-parkway-west-california-united-states-eec0bbc1-1619-4a08-8efb-318193291fd1</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-41d7497581cd514e83ea35c74140e0da

Director Premium Billing and Member Enrollment (Director II)

The Shippensburg University Foundation invitesapplications and nominations for the position of Vice President&amp; Chief Development Officer.
The Vice President &amp; Chief Development Officer (VP/CDO) forthe Shippensburg University Foundation is responsible for thestrategic leadership and management of the Foundation’s major giftfundraising, planned giving, corporate and foundation, and annualfund initiatives. This individual will play a crucial role insecuring significant financial resources to support theUniversity’s mission and goals. The VP/CDO will lead a team ofdedicated fundraising professionals.
The success of the vice president &amp; chief developmentofficer will be driven by their collaborative approach and abilityto implement new and innovative ideas to increase giving to theShippensburg University Foundation for the benefit of students,programs, faculty, and facilities at Shippensburg University.
Responsibilities
<ul>
<li>Support the President &amp; CEO as their chief fundraiser,serving as an advisor and co-strategist in cultivating prospectivedonors and soliciting major, principal and transformativegifts.</li>
<li>Maintain an actively managed personal prospect pool of not lessthan 100 principal and transformative donor prospects.</li>
<li>In consultation with the President &amp; CEO, assess the growthpotential and effectiveness of the SU Foundation’s fundraisingprogram; direct the fundraising program, including budgetmanagement, fundraising personal supervision, planning, staffdevelopment, and evaluation.</li>
<li>Serve as a member of the President &amp; CEO’s management teamand participate in formulating and administering SU Foundationpolicies. Develop and execute fundraising policies, structure, anda personnel plan to accomplish mutually agreed philanthropicobjectives in coordination with the University.</li>
<li>Enhance the culture of philanthropy and substantially increasephilanthropic support and engagement.</li>
<li>Utilize best practices and professional organizationalguidelines to accomplish strategic fundraising initiatives, e.g.annual giving programs, planning giving techniques, capital, andcomprehensive campaign strategies.</li>
<li>Cultivate a strong working relationship with universityadministrators, faculty, and staff.</li>
</ul>
 Requirements:
<ul>
<li>Credibility and sound judgment required to effectively engageand leverage major donors, volunteers, and other key constituentsin the cultivation, solicitation, and stewardship of key prospectsand donors.</li>
<li>Strong leadership and team management skills.</li>
<li>Excellent interpersonal and communication skills, both writtenand verbal.</li>
<li>Ability to work effectively with a wide range of stakeholders,including donors, board members, and University and Foundationstaff.</li>
<li>High level of integrity, professionalism, and commitment to theShippensburg University and the Shippensburg UniversityFoundation’s mission.</li>
</ul>
Education and Experience: Master’s Degree required. Seven or more years of progressivelyresponsible fundraising and high-level leadership experience in ahigher education or nonprofit development role. Experience leadingfundraising campaigns.
Additional Details: Job Type: Full-time, Monday to Friday and Weekends as needed The SU Foundation offers a competitive salary and benefits package(including healthcare and TIAA-CREF retirement plan)
TO APPLY: Send cover letter, resume, three references, and salaryrequirements to the attention Dr. Leslie Folmer Clinton, 500Newburg Road, Shippensburg, PA 17257 or apply by email to Dr.Clinton at <a href="mailto:LFClin@SUFoundation.org" target="_blank">LFClin@SUFoundation.org</a>. Applications willbe considered until the position is filled.
 About the SU Foundation: The ShippensburgUniversity Foundation, a 501 (c) (3) nonprofit organization, wascreated in 1977 and serves to seek financial resources and provideservices to support and enhance Shippensburg University’s missionof student learning and personal development through highlyeffective and innovative teaching, complemented by a wide varietyof out-of-class experiences. Today, the SU Foundation’s endowmenttotals $57 million and the SU Foundation administers and managesover $100 million in assets and programs.
About Shippensburg University: Since itsfounding in 1871, Shippensburg University, one of 14 institutionsin the Pennsylvania State System of Higher Education, has been aleader in public higher education. Long recognized for its academicrigor and its proactive approach to maintaining its leadershipposition as higher education has evolved, “Ship” now offers a fullarray of over 100 undergraduate and over 50 graduate programs onits attractive 200-acre campus. The University recently announcedthe establishment of a School of Engineering to house the fiveengineering programs and the establishment of an Honors College. Tolearn more about the University, please visit SHIP.edu
Location: Shippensburg lies in theCumberland Valley, 40 miles southwest of the state Capitol ofHarrisburg, and is part of the Harrisburg–Carlisle MetropolitanStatistical Area, with a population approaching 700,000. Nationalfirms, either headquartered or with major operations, in the regioninclude Ahold USA, Deloitte, Capital Blue Cross, Highmark, HP, IBM,Hershey Foods, Harsco Corporation, Proctor and Gamble, Rite AidCorporation, Tyco Electronics, and Volvo ConstructionEquipment.

Vice President & Chief Development Officer, University Foundation

<h3>Job Description</h3>
Job Description
Job Description:
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Since this is 1099 work, this person will be their own boss working their own hours and it can be done remotely. Partnering with local agents, this person will have access to an existing customer base with thousands of existing local households/customers who already have purchased car and/or home insurance. The goal is to sell them financial products as well. &nbsp;This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including:
* Life insurance.
* Annuities (fixed, indexed, variable).
* Mutual funds.
* IRAs.
* 403(b)s and 529s.
* Workplace life and supplemental health insurance.
* Fidelity Custody Clearing and Solutions.
* UITs and Managed Assets.
* FMAX -- Investment Advisory platform
* Buffered and traditional UIT's

As with any 1099 and many insurance sales positions, this is paid via commission and bonuses. There are international incentive trips and supplemental benefits provided as well. Last year’s data shows that the top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.
 
Must Haves:
- Needs to have either of a Series 6 or a Series 7
- This person needs to be licensed to sell life and health insurance (it’s one license that covers both) à If they don’t already have it, they can get it before the start date
- Outgoing personality and sharp communication skills to be able to build and maintain client relationships
- Cannot pull from these Allstate partners (they are selling these brand products), but shouldn’t be a problem if we’re targeting the correct skillset: Lincoln, Equitable/AXA, Foresters, John Hancock, Protective Life, Prudential, Corebridge, Sammons&nbsp;

Personal Financial Advisor

<h3>Job Description</h3>
Job Description
Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour
Summary: 
We are seeking a dedicated Personal Financial Advisor to join our work-from-home team. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals. If you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact.
Key Responsibilities:
 
<ul>
<li>Advise clients on budgeting, debt management, investment strategies, and retirement planning</li>
<li>Create personalized financial plans that align with clients' short-term and long-term goals</li>
<li>Assist clients with understanding financial products such as mutual funds, insurance, and savings accounts</li>
<li>Review clients’ financial positions regularly and recommend adjustments to their financial plans</li>
<li>Educate clients on financial best practices, such as saving for retirement and managing debt</li>
<li>Build and maintain long-term relationships with clients to ensure their financial goals are met</li>
<li>Stay informed about market trends, financial products, and personal finance regulations</li>
</ul>
Qualifications:
 
<ul>
<li>Proven experience as a Personal Financial Advisor or in a similar advisory role</li>
<li>Strong understanding of personal finance, including budgeting, saving, investing, and debt management</li>
<li>Excellent communication and interpersonal skills, with a focus on providing personalized financial advice</li>
<li>
Proficiency in financial planning software and tools
</li>
<li>
Must have reliable internet and a quiet, dedicated workspace
</li>
<li>CFP certification or similar credentials are preferred but not required</li>
</ul>
Perks &amp; Benefits:
 
<ul>
<li>
100% remote work flexibility
</li>
<li>
Competitive hourly pay: $30 - $45
</li>
<li>
Paid training and ongoing professional development opportunities
</li>
<li>
Flexible working hours, including evening and weekend shifts
</li>
<li>
Career growth opportunities in financial advising
</li>
<li>
A supportive and collaborative work environment
</li>
</ul>

<h3>Job Description</h3>
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
<ul>
<li>Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking</li>
<li>Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance</li>
<li>Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations</li>
</ul>
· Location: In-office presence required
<ul>
<li>Work-Life Balance: Flexible schedule to maximize productivity and personal time</li>
</ul>
Skills &amp; Experience
<ul>
<li>Education: Bachelor's degree or equivalent skills and work experience</li>
<li>Licensing: State Life &amp; Health, SIE, Series 7, Series 66</li>
<li>Personal Attributes: values-driven with a track record of success and accomplishment</li>
<li>Communication Skills: excellent interpersonal and communication abilities with strong self-confidence</li>
<li>Mindset: entrepreneurial spirit with a desire to positively impact others' lives</li>
<li>Collaboration: ability to work with and learn from top performers</li>
<li>Work Authorization: must be authorized to work in the United States</li>
</ul>
Training &amp; Development
· FINRA Sponsorship: provided for required FINRA licensing
· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
<ul>
<li>Virtual University: access to Equitable Advisors' Virtual University for continuous learning</li>
<li>Mentorship: opportunities for joint work and mentorship</li>
<li>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</li>
<li>Leadership Development: access to Leadership Development School for those with management ambition</li>
</ul>
· 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 &amp; Benefits
· Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
· Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually.
· Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
<ul>
<li>Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs 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.</li>
</ul>
Our Impact &amp; Culture
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.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
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 &amp; TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Financial Advisor

<h3>Job Description</h3>
Job DescriptionNASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients.&nbsp;Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management.&nbsp;Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients.&nbsp;&nbsp;ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned.
<ul>
<li>Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act.&nbsp; </li>
<li>Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts.</li>
<li>Solicits business from prospects by pro-actively communicating available services.</li>
<li>Profiles clients to determine current investment objectives, while addressing overall financial goals.</li>
<li>Provides clients with information and advice on a range of offerings to include Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer approved financial products/services.</li>
<li>Opens and services new accounts while finalizing completed sales and routing documents for processing.</li>
<li>Reviews status reports and performs calculations to monitor client accounts and verify transactions.</li>
<li>Develops and implements financial plans using available software.</li>
<li>Processes incoming client mail, paperwork, and all other necessary aspects of account servicing. </li>
<li>Interfaces with mutual fund companies, insurance companies, clearinghouses, and the Broker/Dealer in efficiently meeting member/client service needs while keeping current on product offerings and regulatory changes.</li>
<li>Listens empathetically to clients and gathers facts, analyzes total needs, and makes responsible recommendations.</li>
<li>Builds long-term financial advisory relationships with clients.</li>
<li>Manages incoming referrals from assigned branches and surrounding territories.</li>
<li>Maintains member/client files and records in accordance with regulatory and firm requirements.</li>
<li>Conducts offline or online research to resolve member/client problems.</li>
<li>Sets and keeps consistent office hours.</li>
</ul>
EDUCATION AND EXPERIENCE
<ul>
<li>Two plus years of relevant experience and/or training in sales of investment products (ideally in a bank/credit union environment).</li>
<li>College Degree preferred.</li>
<li>Proven track record of performance requiring minimum supervision. </li>
<li>Licensing required:&nbsp; </li>
<li>Series 7 required or attained within 6 months of employment.</li>
<li>Series 63, 65 or 66 required. </li>
<li>Life &amp; Health required. </li>
<li>Valid driver’s license is required.</li>
<li>CFP Designation preferred.</li>
</ul>
Base + CommissionNASA Federal Credit Union offers an array of benefits including comprehensive healthcare, 401(k), paid leave and more.&nbsp;&nbsp;+Insurance coverage begins the 1st day of the month, following 30 days after hire date.*100% Credit Union-Paid&nbsp;Full-Time Employee Benefits (Includes all Part-Time benefits listed below)Health Insurance (Choice of two nationwide PPO plans)High Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)+*Low Deductible Plan: Generous employer contribution toward premium. (FSA compatible)+Dental Insurance: Generous employer contribution toward premium+Vision Insurance: Generous employer contribution toward premium+Long-term Disability Insurance+*Flexible Spending Medical Account (FSA)+Flexible Spending Dependent Care Account+Health Savings Account (HSA)+Voluntary Supplemental Life Insurance+Voluntary Dependent Life Insurance+Voluntary Short-term Disability Insurance+Voluntary Long-term Care Insurance+ &nbsp;Part-Time Employee Benefits401(k) with employer match up to 6% and immediate 100% vestingGain Sharing Bonus (eligibility rules apply)*Life Insurance/AD&amp;D+*Vacation Leave (excluding Outside Loan Officers)Sick and Safe Leave&nbsp;11 Paid HolidaysEducation AssistanceEmployee Referral Bonus*Credit Union Membership EligibleEmployee Assistance Program+*Identity Theft Protection (Additional fee to add family members)+*Pet Health InsuranceEmployee Discount Program &nbsp;All benefits are based on meeting NASA Federal Credit Union’s eligibility requirements and the carrier’s terms and conditions.&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;WE’RE STRONGER TOGETHERAt NASA Federal Credit Union, we strive to ensure a culture of collaboration, inclusion, and opportunity where everyone can feel valued, appreciated, and respected. We commit to recruit and retain a diverse team with the best talents to live our vision, mission, and values. We recognize that respecting different perspectives and experiences makes us stronger together.Posted 10/03/2025
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

<h3>Job Description</h3>
Job Description
Financial Advisor – Sales Focused 
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. As a financial advisor, you will:
<ul>
<li>
Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
</li>
</ul>
<ul>
<li>
Build personalized, holistic financial plans tailored to every client’s unique needs
</li>
</ul>
<ul>
<li>
Manage your client’s financial plans to help them achieve their goals
</li>
</ul>
<ul>
<li>
Grow relationships with clients to support them through every stage of life
</li>
</ul>
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 building a financial planning practice that focuses on:
Planning Experience · Asset &amp; Income Protection · Education Funding · Investment &amp; 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 is 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 &amp; 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 will 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 about the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; 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 &amp; Benefits 
<ul>
<li>
Performance-based earnings and revenue
</li>
</ul>
<ul>
<li>
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
</li>
</ul>
<ul>
<li>
First year Advisors average around $60K - $80k
</li>
</ul>
<ul>
<li>
Additional income structure to support training and early development
</li>
</ul>
<ul>
<li>
Renewal income earned for continued client support and policy management
</li>
</ul>
<ul>
<li>
Bonus programs and expense allowances
</li>
</ul>
<ul>
<li>
Certified Financial Planner® licensing support2
</li>
</ul>
<ul>
<li>
Fully company-funded retirement package and pension plan
</li>
</ul>
<ul>
<li>
Competitive and comprehensive medical, vision, and dental plans
</li>
</ul>
<ul>
<li>
Life Insurance and Disability Income Insurance
</li>
</ul>
<ul>
<li>
Parental benefits at every stage of family planning
</li>
</ul>
You could be right for this opportunity if you have: 
<ul>
<li>
Entrepreneurial ambitions to be a business owner
</li>
</ul>
<ul>
<li>
History of success in relationship-building or client-facing roles
</li>
</ul>
<ul>
<li>
Excellent time-management skills
</li>
</ul>
<ul>
<li>
Desire for continuous learning and collaboration
</li>
</ul>
<ul>
<li>
Strong communicator and sense of motivation and drive
</li>
</ul>
<ul>
<li>
Have a strong natural market or strong relationships in the Greater Pittsburgh area
</li>
</ul>
Requirements 
<ul>
<li>
Bachelor’s degree – preferred
</li>
</ul>
<ul>
<li>
Willing to report to the office daily and thrive in a team-oriented workplace
</li>
</ul>
<ul>
<li>
Maintain a consistent business professional appearance
</li>
</ul>
<ul>
<li>
Legal authorization to work in the US without sponsorship
</li>
</ul>
<ul>
<li>
Proficient critical thinking skills, attention to detail and organization
</li>
</ul>
<ul>
<li>
Demonstrate a history of strong sales mindset with the ability to identify opportunities, build relationships, and achieve measurable results
</li>
</ul>
<ul>
<li>
3+ years of providing exceptional client services and relationship management
</li>
</ul>
<ul>
<li>
Basic understanding of Finacial Services
</li>
</ul>
About Northwestern Mutual 
Northwestern Mutual has been helping families and businesses achieve financial security for 162 years. Through a distinctive, holistic planning approach, including both insurance and investments, we empower people to be financially confident and independent.
We provide personal financial services for individuals, families, and businesses dealing with investment and financial needs focusing on holistic planning. We do this through Wealth management, insurance and investment planning, retirement planning, estate planning, business planning, education funding, long term care insurance.
Together with our clients, we are working to enrich lives, strengthen businesses, and build a brighter future.
<ul>
<li>
– We are among FORTUNE's 2024 World's Most Admired Companies. #1 among life insurers for "Financial Soundness," Quality of Products/Services," and "Use of Corporate Assets."
</li>
</ul>
<ul>
<li>
We have unsurpassed financial strength2 with total company assets of $335 billion.
</li>
</ul>
<ul>
<li>
We rank among the Top 10 U.S. independent broker-dealers as measured by total revenues by leading investment publications.
</li>
</ul>
 Why join Northwestern Mutual:
<ul>
<li>
Top 5 US Independent Broker-Dealers4
</li>
</ul>
<ul>
<li>
Unsurpassed financial strength with total company assets of $366 billion5
</li>
</ul>
<ul>
<li>
5.1+ million clients and growing
</li>
</ul>
<ul>
<li>
Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
</li>
</ul>
<ul>
<li>
Fortune 500® company (June 2024)
</li>
</ul>
<ul>
<li>
Forbes’ Best Employers for Diversity (2023)
</li>
</ul>
<ul>
<li>
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2025)
</li>
</ul>
<ul>
<li>
2025 Training APEX Award winner
</li>
</ul>
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.
1No 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
2Certified 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.
3Northwestern 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.
4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&amp;P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

<h3>Job Description</h3>
Job Description
Saurel Financial Solution is a rapidly growing, nationwide financial services firm partnered with some of the most respected providers in the industry. We're seeking driven, coachable professionals who are ready to take their career to the next level in a high-performance environment. This is a fully remote opportunity with flexible options for full-time, part-time, or referral-based work, ideal for professionals looking to build a meaningful career helping individuals, families, and business owners achieve long-term financial security.
What We're Looking For:
<ul>
<li>﻿﻿Motivated, disciplined individuals who are serious about building a professional career</li>
<li>﻿﻿Strong communicators with a growth mindset and high personal standards</li>
<li>﻿﻿Professionals who value autonomy, flexibility, and purpose-driven work</li>
<li>﻿﻿Willingness to complete the licensing process and engage in ongoing training</li>
</ul>
What You'll Be Doing:
<ul>
<li>﻿﻿Meet with clients (virtually or in-person) to assess financial goals and recommend customized solutions</li>
<li>﻿﻿Use our proven systems and support tools to deliver high-quality service and build trust</li>
<li>﻿﻿Learn and apply concepts in wealth protection, tax-advantaged growth strategies, retirement planning, estate planning, and life insurance.</li>
<li>﻿﻿Collaborate with experienced mentors to grow your skillset and impact</li>
<li>﻿﻿Utilize our weekly trainings with the company to increase your knowledge, skillset, and experience in the financial industry</li>
</ul>
What We Offer:
<ul>
<li>﻿﻿Flexible schedule</li>
<li>﻿﻿Remote-first model - all meetings and trainings can be conducted via Zoom</li>
<li>﻿﻿Performance-based compensation - with uncapped earning potential</li>
<li>﻿﻿Direct mentorship and team support - personalized coaching and business development resources</li>
<li>﻿﻿Access to industry-leading tools, training, and ongoing education</li>
<li>﻿﻿No cold-calling or lead buying - we teach a consultative approach based on warm markets and referrals</li>
</ul>
Qualifications:
<ul>
<li>﻿﻿Must be at least 18 years old (federally required)</li>
<li>﻿﻿Must live in the U.S. and be eligible to work here</li>
<li>﻿﻿Must be able to pass a background check (no felonies)</li>
<li>﻿﻿Must be willing to obtain a Life &amp; Health Insurance License (we provide guidance and support through the process if not licensed already)</li>
</ul>
This is a professional career opportunity. If you're driven, coachable, and ready to grow, you'll find strong mentorship, real support, and meaningful impact here. Join us as a Financial Professional where you can make a significant impact on clients' lives by guiding them through their financial journeys. Your expertise will be valued as we work together to create successful financial futures.

<h3>Job Description</h3>
Job Description
Shape Your Financial Future: Become a Trusted Advisor
Embarking on a career as a financial advisor at Northwestern Mutual is a distinctive opportunity to build your own business while guiding clients towards achieving their financial objectives. Here's what you can expect in this role:
<ul>
<li>Client Acquisition &amp; Relationship Building: Expand your client network by establishing new connections, maintaining a robust referral network, and delivering exceptional client service.</li>
<li>Personalized Financial Planning: Develop comprehensive, customized financial plans that cater to each client's unique needs.</li>
<li>Plan Management: Oversee and adjust clients' financial plans to ensure they reach their financial goals.</li>
<li>Lifelong Support: Cultivate lasting relationships with clients, offering support through various life stages.</li>
<li>Accelerated Success: Sales Cycle: 30-40 days</li>
</ul>
You'll commence your journey as a financial representative, focusing on client-building and earning necessary licenses. Our award-winning training programs provide you with the necessary education, skills, and strategies to establish a successful financial planning practice, covering areas like:
<ul>
<li>Planning Experience</li>
<li>Asset &amp; Income Protection</li>
<li>Education Funding</li>
<li>Investment &amp; Advisory Services</li>
<li>Trust Services</li>
<li>Retirement Solutions</li>
<li>Business Needs Analysis</li>
</ul>
Our proprietary planning software empowers you to educate clients and deliver comprehensive financial plans. This includes growth investments, protection insurance, and retirement income annuities. As a business owner, you have the flexibility to shape your work around your life and achieve unlimited earning potential with a performance-based compensation model.
We offer multiple avenues to build your practice, whether it's opening your own office, joining a sophisticated team, or advancing as an advisor.
**Training &amp; Licensing**
Northwestern Mutual is renowned for its superior sales force training. We are dedicated to your continuous professional development with a curriculum designed to support your first three years including a mentor dedicated to your growth and development. You'll learn from industry experts, develop client acquisition skills, and leverage our network of experienced financial advisors.
**We support your path to becoming a financial advisor by assisting with insurance licensing, such as Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63, with pre-payment or reimbursement for tuition and books. **
**Compensation &amp; Benefits**
Earnings Potential:
<ul>
<li>Skyrocket Your Earnings: Unlock Over 150% Enhanced, Uncapped Commissions!</li>
<li>Average annual earnings of $61K-$119K for advisors in their first three years (2018-2023 avg.)</li>
<li>Top 25% earn between $137K-$250K in the first three years.</li>
</ul>
**Income Structure: Includes bonuses, allowances, renewal income, and training support **Licensing Support: Assistance for various certifications including CFP® **Retirement &amp; Insurance: Company-funded retirement plans, comprehensive medical, vision, dental plans, life insurance, disability income insurance, and parental benefits
**Ideal Candidates**
This role is suited for individuals with:
<ul>
<li>A bachelor’s degree (all disciplines welcome)</li>
<li>Entrepreneurial ambitions and a client-focused mindset</li>
<li>Success in relationship-building or client-facing roles</li>
<li>Strong time-management and communication skills</li>
<li>Motivation, drive, and critical thinking abilities</li>
<li>Legal authorization to work in the US without sponsorship</li>
</ul>
**About Northwestern Mutual**
With over 165 years of expertise, Northwestern Mutual offers a personalized and integrated financial planning experience. We leverage our advisors' proficiency with a digital approach to ensure clients achieve consistent success in their financial journeys. As independent contractors, our Financial Advisors enjoy entrepreneurial benefits while contributing to an inclusive and collaborative workplace.
**Why Choose Us**
- Ranked among the Top 5 U.S. Independent Broker-Dealers - Recognized for financial strength and quality products/services - Fortune 500® and Forbes accolades for diversity and equality - Recipient of the 2024 Training APEX Award
Take the Next Step
Make a meaningful impact on your clients' financial lives while aligning your career with your personal aspirations. Ready to embark on this rewarding journey? Join us at Northwestern Mutual and transform your professional future. Apply today to start your journey as a Financial Advisor!
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.
1No 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
2Certified 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.
3Northwestern 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.
4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&amp;P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Company DescriptionThe mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest. 1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more. 2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more. 3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies. 4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity. 5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building. 
<h3>Company Description</h3>
The mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest.\r\n\r\n1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more. \r\n2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more. \r\n3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies. \r\n4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity. \r\n5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building.

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