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<h3>Job Description</h3>
Job Description
Enjoy what you do while contributing to a company that makes a difference in people’s lives. US Fertility, one of the premier fertility centers in the United States, continually seeks experienced, compassionate, and dynamic team players who are committed to delivering exceptional patient care to join our growing practice. The work we do building families offers stimulation, challenge, and personal reward.
If you're a Financial Educator looking for a new opportunity to work in a fast-paced, professional environment where your talent contributes to changing people’s lives, then we want to talk to you. This position requires collaborating with physicians, other medical providers, and patients by providing expert care and service for fertility treatments.
We have an immediate opening for a full-time remote Financial Educator to work for our Pennsylvania, office. The schedule is Monday through Friday, 7:30a- 4p
How You'll Contribute:
We always do whatever it takes, even if it isn’t specifically our “job.” In general, the Financial Educator is responsible for:
Consult with patients regarding their benefits, coverage and financial options
Perform aspects of benefit verification and prior authorization
Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison
Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information
Skills &amp; Qualifications
The skills and education we need are:
Minimum 2 to 4 years of medical business office experience, with working knowledge of healthcare billing and collections, insurance/benefits, and patient interaction
Must have experience reading and understanding payer remittance advice. Includes the ability to differentiate between allowed charges, contractual adjustments, line item denials/reasons, patient responsibility (co-pay, co-insurance, and deductibles), etc.
Bachelor's Degree preferred
Experience working in an OB/GYN office is a plus
Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, and insurance companies
Strong oral and written communication skills, independent worker, detailed-oriented, computer savvy
Proficient with Microsoft programs, specifically Outlook, Microsoft Word and Excel
High level of customer service essential
More important than the best skills, however, is the right person. Employees who embrace our mission, vision, and core values are highly successful.
At US Fertility, we promote and develop individual strengths in order to help staff grow personally and professionally. Our core values - Empathy, Patient Focus, Integrity, Commitment, and Compassion (EPICC) – guide us daily to work hard and enjoy what we do. We’re committed to growing our practice and are always looking to promote from within. This is an ideal time to join our team!
What We Offer: 
We are proud to provide a comprehensive and competitive benefits package tailored to support the needs of our team members across all employment types:
<ul>
<li>Full-Time Employees (30+ hours/week): Medical, dental, and vision insurance, 401(k) with company match, tuition assistance, performance-based bonus opportunities, generous paid time off, and paid holidays</li>
<li>Part-Time Employees: 401(k) with company match and performance-based bonus opportunities</li>
<li>Per Diem Employees: 401(k) with company match</li>
</ul>
To learn more about our company and culture, visit here.
How To Get Started:
To have your resume reviewed by someone on our Talent Acquisition team, click on the “Apply” button. Or if you happen to know of someone who might be interested in this position, please feel free to share the job description by clicking on an option under “Share This Job” at the top of the screen.

Financial Educator Remote

<h3>Job Description</h3>
Job Description
Enjoy what you do while contributing to a company that makes a difference in people’s lives. US Fertility, one of the premier fertility centers in the United States, continually seeks experienced, compassionate, and dynamic team players who are committed to delivering exceptional patient care to join our growing practice. The work we do building families offers stimulation, challenge, and personal reward.
If you're a Financial Educator looking for a new opportunity to work in a fast-paced, professional environment where your talent contributes to changing people’s lives, then we want to talk to you. This position requires collaborating with physicians, other medical providers, and patients by providing expert care and service for fertility treatments.
We have an immediate opening for a full-time remote Financial Educator to work for our Orlando, FL office. The schedule is Monday through Friday, 7:30a- 4p
How You'll Contribute:
We always do whatever it takes, even if it isn’t specifically our “job.” In general, the Financial Educator is responsible for:
Consult with patients regarding their benefits, coverage and financial options
Perform aspects of benefit verification and prior authorization
Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison
Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information
Skills &amp; Qualifications
The skills and education we need are:
Minimum 2 to 4 years of medical business office experience, with working knowledge of healthcare billing and collections, insurance/benefits, and patient interaction
Must have experience reading and understanding payer remittance advice. Includes the ability to differentiate between allowed charges, contractual adjustments, line item denials/reasons, patient responsibility (co-pay, co-insurance, and deductibles), etc.
Bachelor's Degree preferred
Experience working in an OB/GYN office is a plus
Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, and insurance companies
Strong oral and written communication skills, independent worker, detailed-oriented, computer savvy
Proficient with Microsoft programs, specifically Outlook, Microsoft Word and Excel
High level of customer service essential
More important than the best skills, however, is the right person. Employees who embrace our mission, vision, and core values are highly successful.
At US Fertility, we promote and develop individual strengths in order to help staff grow personally and professionally. Our core values - Empathy, Patient Focus, Integrity, Commitment, and Compassion (EPICC) – guide us daily to work hard and enjoy what we do. We’re committed to growing our practice and are always looking to promote from within. This is an ideal time to join our team!
What We Offer: 
We are proud to provide a comprehensive and competitive benefits package tailored to support the needs of our team members across all employment types:
<ul>
<li>Full-Time Employees (30+ hours/week): Medical, dental, and vision insurance, 401(k) with company match, tuition assistance, performance-based bonus opportunities, generous paid time off, and paid holidays</li>
<li>Part-Time Employees: 401(k) with company match and performance-based bonus opportunities</li>
<li>Per Diem Employees: 401(k) with company match</li>
</ul>
To learn more about our company and culture, visit here.
How To Get Started:
To have your resume reviewed by someone on our Talent Acquisition team, click on the “Apply” button. Or if you happen to know of someone who might be interested in this position, please feel free to share the job description by clicking on an option under “Share This Job” at the top of the screen.

<h3>Job Description</h3>
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
 
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
 
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
 
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
 
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
 
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
 
2- Source: Individual Third Party Ratings Reports as of 7/30/18.
 
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
 
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a>
Compensation:
$60,000 - $70,000 yearly
Responsibilities:
<ul>
<li>Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional</li>
</ul>
<ul>
<li>Build and maintain long-term relationships with clients.</li>
<li>Understand clients’ needs and recommend tailored insurance and financial solutions.</li>
<li>Educate clients about life insurance options, retirement planning, and wealth management strategies.</li>
<li>Develop and execute a personal marketing plan to attract and retain clients.</li>
<li>Participate in ongoing professional development and New York Life training programs.</li>
<li>Achieve or exceed sales goals set by the company.</li>
</ul>
Qualifications:
<ul>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
<li>Required to effectively network to identify potential new clients</li>
<li>Must have effective relationship management skills</li>
</ul>
<ul>
<li>Bachelor's degree preferred; high school diploma or equivalent required.</li>
<li>Strong interpersonal, communication, and relationship-building skills.</li>
<li>Self-motivated, goal-oriented, and disciplined.</li>
<li>Prior experience in sales, finance, or insurance is a plus, but not required.</li>
<li>Ability to obtain a life and health insurance license (sponsorship and training provided).</li>
<li>Commitment to ethics, professionalism, and excellence.</li>
</ul>
About Company 
Keeping a promise to help you protect and prosper for over 175 years
At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.
We are the largest mutual insurer in the U.S.
New York Life is the nation’s largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street.
We answer to our policy owners, not to Wall Street
New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.

Financial Service Professional

<h3>Job Description</h3>
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
 
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
 
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
 
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
 
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
 
Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Compensation:
$50,000 - $110,000 yearly
Responsibilities:
<ul>
<li>Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations</li>
<li>Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives</li>
<li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor</li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
</ul>
Qualifications:
<ul>
<li>Must have effective relationship management skills</li>
<li>Required to effectively network to identify potential new clients</li>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
</ul>
About Company 
Founded in 1845, New York Life is a Fortune 100 mutual company known for financial strength, stability, and a long-standing commitment to clients. Through NYLIFE Securities LLC, we offer a wide range of investment products, including mutual funds, retirement accounts, and brokerage services. Our affiliate, Eagle Strategies LLC, provides personalized, fee-based financial planning and wealth management for high-net-worth clients. We foster a collaborative and inclusive culture where financial professionals are empowered to grow meaningful, client-focused careers backed by industry-leading resources and support.

<h3>Job Description</h3>
Job DescriptionJob Title: Business/Financial Analyst Location: Pico Rivera, CA (100% On-site) must be local to be considered Schedule: Monday to Friday, 9:00 AM – 6:00 PM Contract Duration: 3 months, with potential for extension or permanent hire Compensation: $30–$40/hour, depending on experience
MUST HAVE SQL experience
Position Overview:
We are seeking a detail-oriented and analytical Business Analyst to provide temporary support to our Finance team during a time of growth and transition. Reporting directly to the Finance Manager and working closely with a collaborative team, this role will focus on analyzing financial data, preparing actionable reports, and assisting leadership across multiple locations in making informed business decisions.
Key Responsibilities:
<ul>
<li>
Analyze financial and sales data to support budgeting, forecasting, and variance analysis
</li>
<li>
Generate internal reports to aid strategic decision-making across departments
</li>
<li>
Collaborate with general managers and team leads to uncover trends and performance insights
</li>
<li>
Help streamline data processes and improve the accuracy of reporting
</li>
<li>
Assist with ongoing financial projects and provide support for ad hoc analysis requests
</li>
</ul>
Qualifications:
<ul>
<li>
Bachelor’s degree in Finance, Accounting, Business, or related field
</li>
<li>
1–3 years of experience in a business or financial analyst role
</li>
<li>
Working knowledge of SQL (basic to intermediate level)
</li>
<li>
Proficiency in Microsoft Excel (including pivot tables, VLOOKUPs, and IF statements) and Microsoft Access
</li>
<li>
Strong understanding of financial and sales data
</li>
<li>
Excellent verbal and written communication skills
</li>
<li>
Adaptable, coachable, and eager to grow in a dynamic environment
</li>
</ul>
 Pay Details: $30.00 to $40.00 per hour Search managed by: Allison Lau Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to <a href="https://www.lhh.com/us/en/candidate-privacy" target="_blank">https://www.lhh.com/us/en/candidate-privacy</a> The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: 
<ul>
<li>The California Fair Chance Act</li>
<li>Los Angeles City Fair Chance Ordinance</li>
<li>Los Angeles County Fair Chance Ordinance for Employers</li>
<li>San Francisco Fair Chance Ordinance</li>
</ul>
 ]]&gt;

Business/Financial Analyst

<h3>Job Description</h3>
Job DescriptionChief Financial Officer (non-profit)Position SummaryThis CFO reports directly to the CEO and serves on the Executive Leadership Team for our client. As a strategic partner, the CFO supports organizational goals through financial leadership and is responsible for maintaining accurate financial records, overseeing audits (according to nonprofit GAAP and Government Auditing Standards where applicable), and ensuring timely IRS filings (e.g., Form 990). The role is pivotal in setting financial strategy, analyzing budgets, managing risk, supporting grant processes, and driving the annual budgeting cycle. The ideal candidate brings experience from both nonprofit and private sectors, with a leadership style that aligns with the organization’s mission. Key Responsibilities
<ul>
<li>Financial Oversight</li>
</ul>
<ul>
<li>Deliver timely, accurate financial statements and trend analyses.</li>
<li>Develop and maintain reporting processes for consistency and accuracy.</li>
<li>Lead organization-wide budgeting; manage department inputs, consolidate, and present to stakeholders.</li>
<li>Monitor financial health via liquidity and cash flow analyses.</li>
<li>Represent the agency in financial dealings with auditors, funders, and banks.</li>
<li>Establish and enforce policies to safeguard assets and support sound financial decisions.</li>
<li>Lead implementation of financial systems improvements.</li>
</ul>
<ul>
<li>Budgeting</li>
</ul>
<ul>
<li>Set guidelines for budget and forecast processes.</li>
<li>Collaborate with CEO, Senior Leadership, and Board for financial planning.</li>
<li>Educate managers on budgeting to ensure continual improvement.</li>
<li>Communicate budget details across internal and external stakeholders.</li>
</ul>
<ul>
<li>Accounting</li>
</ul>
<ul>
<li>Oversee all accounting functions: monthly/yearly close, A/R, A/P, accruals, deferred revenue, restricted/released funds.</li>
<li>Lead the accounting department and ensure staff development.</li>
</ul>
<ul>
<li>Grants</li>
</ul>
<ul>
<li>Track grant spending versus budgets; collaborate on budget adjustments.</li>
<li>Ensure compliance with government and private grant regulations.</li>
</ul>
<ul>
<li>Benefits</li>
</ul>
<ul>
<li>Review and analyze employee benefit plans.</li>
<li>Serve as Plan Administrator for retirement plans (403b, 457b, 457f).</li>
</ul>
<ul>
<li>Risk Management</li>
</ul>
<ul>
<li>Manage insurance relationships and claims.</li>
<li>Lead contract compliance across all agency agreements (IT, events, payroll, leases, etc.).</li>
</ul>
<ul>
<li>In-Kind Donations</li>
</ul>
<ul>
<li>Handle processing, valuation, and required documentation of in-kind donations including vehicles.</li>
</ul>
<ul>
<li>Investments</li>
</ul>
<ul>
<li>Oversee investments and liaise with Finance and Audit Committees.</li>
<li>Ensure compliance with investment policies and make distribution recommendations.</li>
</ul>
<ul>
<li>Tax Planning</li>
</ul>
<ul>
<li>Handle all tax compliance and filings across federal, state, and local levels.</li>
<li>Prepare IRS Form 990 and related documentation.</li>
</ul>
<ul>
<li>Team Leadership</li>
</ul>
<ul>
<li>Empower and motivate finance staff, provide feedback, set expectations, and develop a high-performance team environment.</li>
</ul>
 Requirements
<ul>
<li>Bachelor’s in accounting or finance; CPA or MBA preferred.</li>
<li>15+ years in financial management, with at least 5 years in nonprofit finance and grant management.</li>
<li>Advanced Excel skills.</li>
<li>Preferred software experience: Blackbaud FE NXT, Questica PowerPlan.</li>
<li>Must hold a valid driver’s license.</li>
</ul>
<ul>
<li>Strong leadership, decision-making, and problem-solving skills.</li>
<li>Effective project management and organizational skills.</li>
<li>Familiarity with GAAP and nonprofit accounting standards.</li>
<li>Clear communication with internal teams and public stakeholders.</li>
<li>Capability to travel and work under deadlines.</li>
</ul>
#IND #ZRCompany DescriptionThomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals. 
<h3>Company Description</h3>
Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Chief Financial Officer

<h3>Job Description</h3>
Job DescriptionDescriptionLocation: Dayton, OH Reports To: Chief Operating Officer &amp; Senior Consultant Industry: Fiduciary Consulting / Retirement Plan Advisory Compensation: Commensurate with experience, employee-owned structure About the CompanyThis independent, employee-owned consulting firm has served retirement plans, foundations, and other institutional clients for over 35 years. They provide unbiased fiduciary guidance, focused on investment policy, vendor oversight, compliance, and governance. With a commitment to flat-fee consulting with transparent details, the firm is built on trust, objectivity, and long-term relationships. Position SummaryWe’re hiring a Consultant with strong business management experience who is eager to learn and grow within the fiduciary consulting space. Financial services experience is not required. We're looking for someone organized, professional, and motivated to make a difference for clients.This role includes a blend of relationship management, project coordination, report creation, and client support. You’ll work closely with leadership and analyst teams to support a wide range of institutional clients. Key ResponsibilitiesClient Support &amp; Consulting Services
<ul>
<li>Assist in the preparation of quarterly reports, client presentations, and investment monitoring materials. </li>
<li>Help interpret data and convey findings. </li>
<li>Participate in client calls and meetings, offering logistical and strategic support. </li>
</ul>
Project &amp; Vendor Management
<ul>
<li>Manage timelines, documentation, and deliverables for client consulting engagements. </li>
<li>Coordinate vendor evaluations and support RFP/RFI processes for recordkeepers, asset managers, etc. </li>
<li>Maintain internal project tracking systems and ensure high-quality execution. </li>
</ul>
Process &amp; Governance Support
<ul>
<li>Help review and maintain investment policies and other plan documentation. </li>
<li>Ensure that client processes align with fiduciary best practices and applicable standards. </li>
<li>Collaborate with analysts to manage performance data, benchmarks, and fund comparisons. </li>
</ul>
Learning &amp; Development
<ul>
<li>Engage in training around retirement plan structures, fiduciary principles, and investment concepts. </li>
<li>Support internal research, tool-building, and continuous improvement efforts. </li>
<li>Take initiative to grow into a trusted, client-facing advisory role over time.</li>
</ul>
 Qualifications 
<ul>
<li>Associate’s Degree required; Bachelor’s preferred but not necessary. </li>
<li>3–8 years of experience in business management, operations, consulting, or customer-facing roles. </li>
<li>Excellent written and verbal communication skills. </li>
<li>Strong organizational and time management skills; able to juggle multiple deadlines. Proficiency in Excel, PowerPoint, and general reporting tools. </li>
<li>High integrity, professionalism, and a commitment to learning. </li>
</ul>
Note: Financial services or investment experience is not required. We provide the industry training and mentorship you’ll need. Why Join Us 
<ul>
<li>Employee-Owned: Be part of a team that shares in the company’s long-term success. </li>
<li>Mission-Driven: We advise with integrity and purpose; never sales targets. </li>
<li>Growth-Oriented: This is a long-term opportunity to grow into a senior consulting role. </li>
<li>Supportive Team: Work directly with leadership in a collaborative, mentorship-focused environment. </li>
<li>Balanced Culture: Professional and stable, with flexibility and respect for work-life balance.</li>
</ul>

Jr Financial Consultant

<h3>Job Description</h3>
 
Northwestern Mutual is a leading financial services company that has been helping clients secure their future for over 160 years. We are looking for motivated and ambitious individuals who want to join our growing team of financial representatives in Middleton, WI.
 
Northwestern Mutual is 166 years old and one of the top performing companies in the industry. Here at Northwestern Mutual, we are committed to the clients we serve and a part of that service means hiring and developing some of the best advisors in the country.
 
Are you looking for a rewarding and fulfilling career that allows you to make a positive impact on people’s lives? Do you have a passion for helping others achieve their financial goals and dreams? If so, you might be the perfect fit for our team!
 
As a financial advisor, you will have the opportunity to:
<ul>
<li>Build your own practice and clientele, with the support and guidance of our experienced mentors and managers.</li>
<li>Provide comprehensive financial planning and advice to individuals, families, and businesses, using our proven products and services.</li>
<li>Earn a competitive income, with unlimited potential for growth and recognition. The average salary range for our financial advisors in the first year is $52,000-$105,000, depending on your performance and qualifications.</li>
<li>Enjoy a flexible and balanced work schedule, with the freedom to set your own goals and pace.</li>
<li>Access our award-winning training and development programs, which will help you acquire the skills and knowledge you need to succeed in this industry. We also offer sponsorship for the Certified Financial Planner (CFP) certification, as well as other professional designations and licenses.</li>
<li>Benefit from our comprehensive benefits package, which includes health insurance, retirement plans, disability coverage, and more.</li>
</ul>
 
If you are ready to start your dream career as a financial representative, don’t hesitate to apply today! We are looking for candidates who have:
<ul>
<li>A bachelor’s degree or equivalent work experience.</li>
<li>A strong work ethic and a desire to learn and grow.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>A positive attitude and a high level of integrity.</li>
<li>A valid driver’s license and reliable transportation.</li>
</ul>
 
To apply, please submit your resume online. We will contact you shortly to schedule an interview.
Don’t miss this opportunity to join one of the most respected and trusted financial services companies in the world. Apply now and start your journey with Northwestern Mutual!
INCOME GROWTH OPPORTUNITY:
Average vs Top 25%
Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Beyond income, you'll also have access to a comprehensive benefits package:
Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
Our work environment includes:
<ul>
<li>Modern office setting</li>
<li>Growth opportunities</li>
<li>On-the-job training</li>
<li>Regular social events</li>
<li>Safe work environment</li>
<li>Work-from-home days</li>
</ul>
Note: This job description is intended to provide a general overview of the position. Duties, responsibilities, and requirements may be subject to change based on the needs of the company.
Job Type: Full-time
 
Income $52,000.00 - $105,000.00 per year
pay types:
<ul>
<li>Bonus opportunities</li>
<li>Commission pay</li>
</ul>
 
Benefits:
<ul>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Health savings account</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Professional development assistance</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
</ul>
 
Work Location: Hybrid remote in Middleton, WI 53562
 
Qualifications
<ul>
<li>Bachelor's degree in finance or related field preferred but not necessary</li>
<li>sales experience a plus but not necessary</li>
<li>Excellent interpersonal skills and communication skills</li>
</ul>

Financial Representative

<h3>Job Description</h3>
Job DescriptionDescription:
This role is a member of our executive management team and reports directly to the Chief Executive Officer (CEO).
As the CFO, you will play a pivotal role in driving our financial success and ensuring the well-being of our company. Your expertise will shape our financial strategy, making a significant impact on day-to-day operations and long-term growth. We seek a seasoned strategist who can lead the implementation of efficient accounting practices and policies, optimizing the use of our funds. As a key member of the senior management team, you will demonstrate strong leadership and communication skills, representing our company values while exceeding the expectations of our vendors and customers by performing the following:
Duties and Responsibilities:
<ul>
<li>Establish and optimize processes and reporting for cash management, insurance, budgeting, and financial reporting to drive our financial strategy.</li>
<li>Enhance the integrity of our financial information through recommended improvements.</li>
<li>Lead the development of annual operating and capital budgets, providing access to project finance information and ensuring contract/grant compliance and reporting.</li>
<li>Research revenue opportunities, analyze internal operations, and identify areas for cost reduction and process enhancements.</li>
<li>Oversee HR benefit and payroll operations to ensure best practices, accurate recording, and cost containment measures.</li>
<li>Monitor business performance, implement corrective measures as needed, and present detailed reports to the executive team and key stakeholders.</li>
<li>Manage finance staff and oversee financial IT systems, ensuring compliance with relevant regulatory entities.</li>
<li>Ensure cash flow alignment with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities.</li>
<li>Maintain strong relationships with financial institutions and external service providers.</li>
<li>Develop and implement best practices and tools to ensure a well-controlled and flexible organization with strong fiscal management, project coordination, cross-team communications, and workflows.</li>
<li>Present progress reports on departmental projects to senior management and customers as required.</li>
<li>Prepare the Company for potential M&amp;A events.</li>
</ul>
General Expectations:
<ul>
<li>Collaborate effectively with other managers to promote teamwork and a positive work environment to achieve company goals.</li>
<li>Lead accounting process improvements, expense reduction, and ensure accurate and timely reporting.</li>
<li>Deliver financial reporting and statements on time.</li>
<li>Demonstrate sound decision-making skills with meticulous attention to detail.</li>
<li>Exhibit executive presence and courage.</li>
<li>Be an effective and contributing member of the Leadership Team.</li>
<li>Embody the Company's core values in all communications and activities..</li>
</ul>
 
Requirements:
Chief Financial Officer Qualifications/Skills:
<ul>
<li>Master’s degree (or equivalent experience) in accounting or finance</li>
<li>Minimum of 10 years of increasing responsibilities within accounting and finance</li>
<li>Minimum of 5 years of senior management experience</li>
<li>Minimum of 5 years financial and technical reporting experience</li>
<li>Accounting certification preferred (CPA)</li>
<li>Strong analytical and computation skills, coupled with demonstrated strategic planning skills.</li>
<li>Military contracting experience a Plus</li>
<li>Demonstrated ability to communicate effectively orally and in written form, internally and externally.</li>
<li>Highly proficient with QuickBooks online/Desktop and MS Office Suite.</li>
<li>Demonstrated financial IT systems experience, CETEC a plus.</li>
<li>Solid GAAP knowledge and experience</li>
<li>Aerospace or Biomedical experience specialization a plus.</li>
</ul>
Work Environment Requirements:
<ul>
<li>Office environment is typical for day-to-day operations.</li>
</ul>
***Only those that immediately (now) go to the following address and complete the 7-minute personality profile survey will be considered for this position. There is no right or wrong answer, simply a cultural assessment. When your resume is reviewed, IT WILL BE REJECTED IF THE SURVEY HAS NOT BEEN COMPLETED.<a href="https://assessment.predictiveindex.com/bo/97YX/CFOCandidate" target="_blank">https://assessment.predictiveindex.com/bo/97YX/CFOCandidate</a>Total comp includes base + quarterly bonus + Equity This position is ideal for someone who is driven by the challenge of building and understands the rewards of the equity position at time of change in control. About us Knight Aerospace exists at the exciting intersection of aerospace, military, and medical technology. Our mission is to modernize aerospace transportation to be modular, adaptable, and customizable in an ever-changing world. We have established ourselves as the industry leader in providing quality and reliable “Quick-Change/Roll-On Roll-Off” modules and pallets to enhance the functionality of various cargo aircraft. These products allow our customers to quickly adapt their aircrafts to fit their current needs. For example, our newest product is a Aeromedical Biocontainment Module that allows for isolated medical transport units to be installed into a cargo aircraft in 45 min. Especially with the onset of COVID19, demand in the market has proven the value of our products and now we are looking to scale up. As we grow, we will continue to root our culture in these core values: Caring – We put our hearts into everything we do and into every relationship. Each employee and customer relationship is essential to the success of our business. Dynamic – Passion, energy, and drive for success allow us to adapt and create innovative solutions. We balance legacy talent with curious perspective. Excellence – Because we are committed to delivering the highest quality products we strive for the best practices, and best procedures to enable the best people to make the best products. Dedication – Loyalty and willingness to step-up creates a dynamic work environment and a united team. Stewardship – We manage our resources as if they were ours personally. We are proud of our products, company, and reputation.… and we make it fun because that’s how we roll! Our work environment includes:
<ul>
<li>Modern office setting</li>
<li>Wellness programs</li>
<li>Small family-like environment</li>
<li>Regular social events</li>
<li>Casual work attire</li>
</ul>
NOTE: Recruiters please do not respond or contact via email/LinkedIn.

<h3>Job Description</h3>
Job Description

Director, Financial Planning
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.&nbsp; 
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.&nbsp;
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!&nbsp;
Responsibilities:

<ul>
<li>Serve the client's best interests, providing outstanding financial advice guidance</li>
<li>Effectively evaluate client situations and analyze their needs</li>
<li>Develop and present a compelling set of recommendations</li>
<li>Adept at building positive relationships with clients</li>
<li>Skilled at influencing clients to improve their financial well-being</li>
</ul>
Requirements:

<ul>
<li>Direct client-facing experience in a fee-based wealth management or planning role</li>
<li>Results driven approach with a consistent track record to form relationships</li>
<li>Desire for role with base salary, performance-based compensation and growing earnings potential</li>
<li>Must possess an active Series 65</li>
<li>Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment</li>
<li>A Clean U-4</li>
<li>A Certified Financial Planner (CFP) or other certification is desired but not required</li>
</ul>
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,000- $130,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 
For more information, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.&nbsp;If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or <a href="mailto:HRQ@EdelmanFinancialEngines.com" target="_blank">HRQ@EdelmanFinancialEngines.com</a>.
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024. &nbsp;

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