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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 158 North Water Street Ste 4, Northfield, MN This job posting is anticipated to remain open for 30 days, from 15-Aug-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: • Training which may include mentoring, job shadowing, coaching and branch office visits, • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... • A culture of continuous improvement and professional development, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Skills/Requirements Skills: • Ability to learn and apply legal and regulatory requirements related to selling financial solutions, • Work independently with strong problem solving, critical thinking, and sound judgement, • A resilient, creative and progressive mindset, • Motivated to achieve results as an individual and team, • Deepening relationships with existing clients, • Gather information and collect suitability information to open new accounts, • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation, • Execute Financial Advisor solicited buy/sell orders and confirm with clients, • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals, • Actively business plan and work as a team to continuously evaluate and execute branch strategies, • Building meaningful connections and long-lasting relationships with clients, • Managing multiple projects in a dynamic and highly collaborative organization, • Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate, • High School Diploma/Equivalent required; Bachelor's degree preferred, • 3-5 years of relevant experience in securities/financial services industry preferred, • Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period Complete required CE training to ensure license(s) are in good standing Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Our Company: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day: As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. What you'll bring to the team...: • Build year-round client relationships, • Provide tax preparation, tax audit support and tax planning year-round, • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email), • Generate business growth, increase client retention, and offer additional products and services, • Provide clients with IRS support, • All certification levels can provide tax notice services, • Circular 230 associates can provide audit representation, • Grow your tax expertise, • 5+ years of tax experience, • Experience completing individual tax returns, • Tax planning and audit support, • Ability to effectively communicate in person and virtually, • Comfort working with virtual tools – video conferencing and chat, • Experience working in a fast-paced, supportive environment, • Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent, • Must complete continuing education requirements and meet all other IRS and applicable state requirements It would be even better if you also had...:, • CPA or Enrolled Agent certification, • Experience completing business tax returns, • Experience conducting virtual tax interviews, • Sales and/or marketing experience, • Employee Assistance Program with Health Advocate., • Wellbeing program, BetterYou, to help you build healthy habits., • Neurodiversity and caregiver support available to you and your family., • Various discounts on everyday items and services., • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. The Community You Will Join: At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you’re looking to make an impact, H&R Block is the place for you. *Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $11.00 - $80.00/Hr. Sponsored Job: #23311

Job Description Mission: A team of Actuaries with One Mission: To help advisors deliver financial certainty, so their clients can enjoy the things they love! Core Income Advisors is looking for the adaptable, the client-first collaborators, the go-getters and those who welcome a little fun into the workday. We want people who have unwavering vision, passion, and optimism. We are looking for hard-working and dedicated people to help our financial Advisors deliver financial certainty to their clients. In addition to competitive pay and benefits, we offer an environment and culture that celebrates hard work, life’s successes small and large, and we inspire through empathy by putting people first. If you want to join a growth-minded company whose mission is strong, our values solid and who works hard and plays hard, Core Income Advisors is the right place for you. Position Description and Purpose The Life Case Manager is responsible for the management of life insurance cases from inception to completion. This role involves working closely with financial advisors, brokers, clients, and insurance carriers to ensure smooth processing and management of life insurance applications and contracts. This role will oversee the entire process, ensuring accuracy, compliance, and timely resolution of cases, while providing exceptional service to all stakeholders and internal team members. Education, Experience and License Requirements • Education: Bachelor’s degree in Finance, Business, Insurance, or related field, • Excellent communication and interpersonal skills with a focus on customer service with the ability to build and maintain relationships., • Ability to work independently and collaboratively in a team environment., • High level of integrity and professionalism., • Eagerness to learn and adapt in a fast-paced environment., • Problem solving skills to be able to analyze client needs and provide innovative solutions to meet those needs., • Excellent organizational and time management skills with the ability to manage multiple cases simultaneously., • Strong organizational skills and attention to detail., • Proficiency with Microsoft Office Suite. Case Management: • Manage the end-to-end process of life insurance, including new applications, underwriting, and policy issuance., • Coordinate with financial advisors, brokers, clients, and insurance carriers to gather necessary documents and information., • Monitor the progress of each case, providing regular updates to advisors and clients., • Review and verify the accuracy and completeness of all documentation submitted for insurance and annuity cases., • Ensure all applications comply with internal policies, regulatory requirements, and industry standards., • Serve as the primary point of contact for advisors, brokers, and clients regarding case status, requirements, and questions., • Provide exceptional customer service, addressing inquiries promptly and professionally., • Generate and analyze reports related to case activity, processing times, and other key metrics., • Identify trends or areas for improvement and suggest process enhancements to increase efficiency., • Assist in the training and onboarding of new team members., • Stay current on industry trends, product knowledge, and regulatory changes to ensure best practices are followed., • Computer, • Phone, • Fax/Scanner, • Internet, • MS Office Suite, • HubSpot, • Healthcare (medical, dental, vision), • 401k with company contributions, • 20 days of paid time off, • Free lunch Friday’s, • Dog friendly Friday’s Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insuranceCompany DescriptionAn FMO, IMO, and independent insurance brokerage with actuarial expertise.An FMO, IMO, and independent insurance brokerage with actuarial expertise.

Job Description Who We Are: We believe a workplace food program is something employees should love and look forward to every day. Powered by technology and a network of over 1,400 restaurants, Fooda feeds hungry people at work through our ongoing food programs located within companies and office buildings. Every day, each Fooda location is served by a different restaurant that comes onsite and serves fresh lunch from their chef’s unique menu. Now with over 30 million meals sold, Fooda operates in over 20 major US cities and plans for continued expansion. Eight out of ten employees consider Fooda their number one perk. Position Overview: The Corporate Event and Catering Manager performs a critical oversight for one of Fooda’s largest Enterprise (Cafeteria Replacement) clients. In this role you will oversee all events for the client ranging in scale and number of attendees (e.g. lunches for 20 employees to corporate meetings for 500+ attendees) This role will be directly responsible for the management of the catering function at a particular Fooda Client Account, including Day to Day Catering , Meeting and Event Planning, and Company wide special events. This role will hold ownership in creating unique dining experiences from start to finish. In addition to working directly with our client, this role will also serve as the main point of contact for all outside vendors. The Corporate Catering and Event Manager will also serve as a Customer Success Advisor to our client to ensure Fooda Best Practices are being met as well as finding potential additional opportunities to enhance the daily operations for employees and customers. What You Will Be Doing: • Serve as the leader and main point of contact while working with our client to plan all catering Events at client location, may include weekend and evening events, • Lead, plan, execute, and closeout for all large meeting and events., • Provide necessary details to relevant stakeholders and manage the flow of events including space requirements, menu development, marketing, design & décor, execution, and post mortem evaluation on event success., • Lead the process in creating and executing day to day catering orders aligning to event specifications and client requests., • Provide leadership and direction to onsite staff, including direct employees and contracted partners, communicate all event details including menu items, catering orders and specific duties for staff members, • Ensure inventory is being properly monitored as well as completing all necessary event administration., • Serve as an internal resource to client to ensure Fooda & Client best practices are being met., • You have at least six years experience in an event or catering capacity with at least two years of management experience (preferred), • You have proficient knowledge of both corporate catering and event operations, • You are customer service orientated and have strong communication skills (both written and verbal), • You have strong project management skills and know how to prioritize tasks aligning to both internal and client needs, • You have a passion for hospitality and are willing to work flexible hours as needed, • You are a self starter who enjoys being in a fast paced environment, • You currently have established relationships with multiple vendors aligning to event specifications of all types, • You enjoy working in both a team environment as well as independently, • Bachelor's degree in business, hotel/restaurant management or a related field, and/or appropriate combination of education and experience to support on the job effectiveness., • 5-7 years of catering sales or sales experience, with at least 3-5 years in a management role., • Prior experience in a similar venue with more than $5M in food and beverage sales., • Demonstrated financial acumen; P&L accountability and/or contract-managed service experience, • Must possess strong knowledge of food and wine for menu development., • Must possess strong knowledge of food and beverage financials, operations procedures, controls and administration, as well as awareness and ability to perform all sales-related functions., • Solid and proven track record for sales and leadership success., • Tech savvy, with high proficiency in all Microsoft Office programs., • Demonstrated success in interfacing with a variety of organizational functions and divisions to accomplish tasks., • Proven ability to work effectively with all levels of staff and management; Ability to promote and participate in team environment concepts., • Self-starter who can work independently and on several tasks/projects simultaneously, and who can contribute to functional areas of the business outside of retail operations., • Ability to communicate effectively both orally and in writing., • Competitive market salary $70k-$80k, • Stock options based on experience, • Comprehensive health, dental and vision insurance plans, • 401k retirement plan with company match, • Paid maternity and parental leave benefits, • Flexible spending accounts, • Company-issued laptop, • Daily subsidized lunch program (ours!) and free food and beverages in the office 7vHYQyKrL4

Job Description Position Title: Product Business Analyst Reports to: VP, Product Owner Department: Technology Location: 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 / In office position Classification: Full-time; Exempt Summary: The Product Business Analyst is an integral member of our development and technology support team. Primary responsibilities include: facilitating communication between technical and business resources, assisting with product support, outlining new product development, and administrating internal Salesforce environments. Essential Job Functions: Communicate effectively between a wide range of business stakeholders and the development team on gathering business requirements, solution design, and project implementation. Assist the product owner with managing the product backlog, developing detailed user stories, documenting solutions, and prioritizing development items. Primary Responsibilities: · Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the developer console, and other Salesforce/browser debugging tools · Document User Stories for new features and ongoing enhancements. · Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and departments, as well as troubleshoot and audit data issues · Complete user acceptance testing as needed, use your understanding of business requirements to determine whether the product is functioning as expected and meets user and business needs. Qualifications: · Bachelor’s degree in MIS or a related field · Experience with Salesforce administration including user management, sharing rules, and data visibility or desire to expand expertise in this area · Experience in Scrum/Kanban methodologies and their various processes and ceremonies · Strong understanding of business analysis concepts including requirements gathering, user stories, acceptance criteria, communication, and documentation · Experience writing effective user stories and acceptance criteria, managing product backlogs, and effectively facilitating refinement meetings · Salesforce Certified Administrator preferred · Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC · Familiarity with cloud services like AWS (Lambda, EC2, RDS, CloudWatch), preferred · Preferred experience with HTML and CSS, UX design and prototype building, Conga (Orchestrate, Collaborate), Orion Advisor Tech, JIRA administration (including user management, configuring workflows and screens, and permission settings), Visio (workflow visualization) · Proficiency with Microsoft Office Suite, including Excel and Access · Familiarity with the wealth management or insurance industry strongly preferred Core Competencies: · Ability to manage competing demands and priorities · Attention to detail a must · Strong Problem-Solving Skills · Desire to take ownership of projects and see them through to completion · Strong team player · Strong Listening and Writing Skills Compensation & Benefits: Compensation (based on experience) · Annual base salary: $65,000 - $85,000 · This is an exempt position · Annual performance bonus target: 7% Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Free onsite parking Location: Simplicity Minnesota Office 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Spectrum Safety Solutions: With approximately 1,500 employees operating in more than 20 countries, Spectrum Safety Solutions is a global leader in fire detection and suppression solutions for high-hazard applications across verticals such as critical infrastructure, oil and gas, marine and clean energy. Our global team leverages strong customer relationships across four recognized brands, Det-Tronics, Marioff, Autronica, and Fireye, to deliver differentiated lifecycle solutions and advance growth across key segments. Carved out from Carrier’s Fire & Security business in July 2024, Spectrum Safety Solutions is now a privately-held company under the ownership of Sentinel Capital Partners. Det-Tronics: We make the world a better place to live! At Spectrum’s Det-Tronics, we build and maintain comfortable, accessible, efficient, healthy, safe, secure, and sustainable environments. Det-Tronics is a $180M technologically innovative, projects-based global brand protecting customers in many challenging environments with high end flame and gas detection products and systems. Det-Tronics is a part of Spectrum Safety Solutions and has a global footprint with manufacturing sites in the U.S. and sales presence in all key geographies. About This Role: This position is a key technical resource for the global sales and service teams and is responsible for promoting the proper application of Det-Tronics specialty detection products, and system solutions with primary focus on systems. Working in conjunction with sales, field service, customer service, project teams, engineering and marketing, the Application Engineer is a key technical advisor and product advocate who identifies and helps implement solutions in pursuit of customer satisfaction and company goals in all stages of the sales cycle. The Application Engineer must be able to establish and maintain effective relationships with all stakeholders. Key Responsibilities: • Assists in the definition, development and implementation of systems product application solutions globally as defined by customer and code requirements, • Resolves technical product and application issues for customers - consistent with the company mission, values, and financial objectives, • Provides pre-sales support to customers and sales teams, • Assists in the design and development of new products and sales tools, • Maintains relationships with industry stakeholders and supports conferences and trade shows, • Creates reports and trip summaries in support of projects and proposals, • Performs technical / product training for salespeople and customers, • Travels as needed to assist project teams with on-site commissioning and testing Basic Qualifications: • 2 year degree or certification from a technical school, • 2 years of experience in technical product support, • Bachelor’s Degree, • Good technical aptitude in process automation or safety systems and their integration, • Experience with implementing process automation or safety systems, • Technical aptitude in communications protocols (Modbus, Ethernet, and HART) and their application, • Comfortable with a lexicon of DCS, PAC, PLC, SIS, DI, DO, AI, IEC, and 61508, • Proven organizational skills with demonstrated ability to perform and prioritize multiple tasks, • Good interpersonal skills and the ability to build relationships with key stakeholders to influence others in a diverse and dynamic work environment, • Good written and verbal communications skills, • Ability to communicate and work effectively with customers worldwide, • Forward thinker who actively seeks opportunities and proposes solutions, • Ability to travel, including on short notice

Job Description About Us: DailyPay is transforming the way people get paid. As a worktech company and the industry’s leading on demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace. DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center. The Role: Reporting to our Sales Director, the Large Enterprise Account Executive will be responsible for driving revenue from our high-value accounts. You will operate as a trusted partner to stakeholders and C-suite executives at some of the world’s leading companies, helping them solve complex business challenges and furthering the success of DailyPay. We believe that the best sales professionals can come from a variety of backgrounds. We value deep business acumen, resilience, and a passion for strategic problem-solving over a conventional resume. If you are a sophisticated relationship-builder who leverages technology and insight to drive massive impact, we want to talk to you. If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications. How You Will Make an Impact: * Become a DailyPay product maven adept at conveying the value to a sophisticated executive audience * Lead the entire sales cycle, from prospecting and pitching to negotiating and closing our larger and more complex deals * Gain proficiency and capitalize on our tech stack (e.g., Salesforce, sales engagement tools) for sophisticated account planning and pipeline management * Navigate intricate corporate structures, building consensus and demonstrating clear ROI to multiple C-level stakeholders * Use advanced financial and analytical modeling to build and communicate compelling, multi-year business cases * Own and orchestrate a pipeline of high-value relationships, consistently moving partners toward a successful close * Consistently drive revenue production by meeting and exceeding your goals What You Bring to The Team: * Strategic Dealmaker: A deep history of leading and closing highly complex, seven-figure-plus deals within Fortune 500 or equivalent organizations * C-Suite Partner: Exceptional executive presence with a proven ability to operate as a trusted, strategic advisor to C-level leadership * Process & Tech Mastery: A sophisticated command of enterprise sales methodologies and technology, used for strategic account planning and team orchestration * Superior Business Acumen: The ability to build and articulate intricate business cases focused on long-term strategic value and ROI * Autonomous & Resilient: A driven, curious mindset with the poise and resilience required to succeed in the most challenging sales environments Bonus Points If You Have: * 5+ years of experience in B2B inside or outside sales * Direct experience selling complex HR Technology, FinTech, or SaaS solutions to large enterprise or strategic accounts * Established relationships with CHROs, CFOs, and other senior executives in key industries What We Offer: * Exceptional health, vision, and dental care * Opportunity for equity ownership * Life and AD&D, short- and long-term disability * Employee Assistance Program * Employee Resource Groups * Fun company outings and events * Unlimited PTO * 401K with company match Compensation Range: $150K

Job DescriptionSalary: Everything we do at INFRA delivers value to our members. To ensure our growing membership receives the highest level of service, we are hiring a Member Business Advisor for our Central US region. This is a unique opportunity to grow your career by blending your whole-store, natural foods industry experience, and relationship-driven business development. . If you are looking to use your skills to help increase the impact of a mission-driven organization, start a conversation by submitting your resume and cover letter! As a member of the Business Advisement team, you will build INFRAs membership base through relationship-driven business development strategies. Youll connect with existing members and use your understanding of their needs to ensure engagement is high. The ideal candidate is a connector, a door-opener, a consultant, a do-er, and is equally great with planning, details, and follow through. This means being able to think on your feet and constantly ask how can we? when faced with adversity, always keeping the member voice front of mind for the whole team. What you will own and improve: Act as the member voice • Develop strong, direct relationships between INFRA and members., • Partner with Business Advisement team to deliver personalized member support., • Be aware of, and be able to relate to, the pulse of our industry to our members., • Provide regional members with consulting, problem solving, and resource referrals., • Leads, or consults on, the development and execution of business development strategies and roadmaps with stages, deadlines, and goals., • Achieve relationship-driven member business development/growth goals through a variety of tactics, including but not limited to relationship building, consulting, outreach, store visits, and events., • Demonstrate perseverance and bravery in engaging, connecting with, encouraging, and supporting independent business owners and leaders in order to maximize participation., • Facilitate inter-member collaboration and community., • Support members in their supply agreements with distribution., • Lead or participate in regional membership in-person meetings, including operational support, training, and educational events., • Conduct training and webinars using existing INFRA tools such as SPINS key account and CoMetrics, targeted specifically at the regional level., • Consistently articulate the ROI that INFRA will bring to the member- financially, operationally, and from a values perspective., • Provide regional program support, working to continually increase member participation or program iteration, • Be a resource for the ongoing development of operational support programs, including follow-up with members after initial store visits, • Manage and increase participation in pilot group program launches in collaboration with the INFRA team What you already know: • Depth of financial acumen and experience analyzing and taking action on retail operational financial data for a variety of business sizes. Experience with financial comparison and benchmarking strongly preferred., • Knowledge of multi-state business practices preferred, • Understanding of membership cooperatives or associations, purchasing cooperative organizations, professional services organizations, or food/service organizations preferred., • Versatile understanding of how to engage others using a consulting mindset, including facilitation of large meetings, navigating effectively through complex issues, and developing sound recommendations based on effective research., • Able to establish great working relationships and communicate effectively with any audience, including confident communication and presentation skills., • Digitally savvy, including comfort with a variety of relationship-focused business technology systems, project management tools, CRMs and learning new systems regularly., • Enjoy deriving insights from data and using them for smart decision making., • Able to manage and effectively prioritize multiple projects and deadlines while consistently delivering high quality results. *This role is preferred to be located out of ourINFRA HQ office as a part of our hybrid workforce. *Preference for home state location within the territory, including Minnesota, Wisconsin, Illinois, Missouri, Arkansas, and Texas. Home office must be located within 100 miles of a major airport. Current employees may be considered for position outside of the territory, with additional consideration. INFRA is committed to creating an inclusive workplace. We know that diversity of identities, experiences, and ways of thinking result in stronger lives for all our members and the communities we serve. Research shows that systemically excluded communities may be less confident in applying for positions where as little as one skill doesnt appear to fit we welcome your resume and encourage you to apply. INFRA is a mission-driven organization that strongly believes in rightful living. We provide our employees with robust technology, collaboration, professional development, hybrid work options, flexible schedules, work-life balance, and time in person with our a tight-knit team and members. Each of us receives a full suite of employee benefits including paid vacation and sick time; health, dental, vision, disability, and life insurance; a health savings account; a 401(k) retirement plan; and more. Job Details: Title: Member Business Advisor Status: Full-time exempt Reports to: Manager, Business Advisement Travel required up to 50% Location: Part of our hybrid workforce. INFRA HQ home-base preferred. *If remote, preference for home state location within the territory, including Minnesota, Wisconsin, Illinois, Missouri, Arkansas, and Texas. Home office must be located within 100 miles of a major airport. Current employees may be considered for position outside of the territory, with additional consideration. Pay Info: MSP2 70,000-92,500-115,000

Job Description Looking to advance your career in a fast paced, high paying and rewarding industry that you can have an actual plan for a successful retirement? This is for you! According to real estate experts, the home purchase market project for 2025 reads, BOILING HOT - and from what we have seen so far, our projections for the 2025 Real Estate Market for WI and MN are the SAME! Is it time to enhance your Mortgage Consulting career with PLS and prepare for a record setting and prosperous 2025 and BEYOND? For all you EXPERIENCED SELF STARTERS that want the highest industry compensation levels with w2 wage earner status, flexibility in scheduling, sales technology, career advancement and 6 figure income - READ BELOW! WHY PLS? Progressive Lending Solutions has been a local leader in mortgage originations for over 20 years. We hang our hat on being one of the oldest and most reputable mortgage brokerages in MN. We have not changed our name. We have not changed locations to hide behind a poor reputation. We have not restructured because of financial reasons. We are real and we are SOLID - which is a must when looking at building a career in this competitive environment. This is your chance to work with an BBB A+ Rated Mortgage Company with an incredible reputation with clients in all parts of MN and WI! Progressive Lending Solutions "PLS" has taken pride in the ability to offer the most complete selection of financial options available. We are set up for professionals that want to WORK SMARTER, NOT HARDER and our compensation model is designed to pay 6 figures when closing 28-35 refinance or purchase transactions per year. (depending on loan size) Yes, that is correct! PLS offers a steady and challenging career path. We have tremendous opportunities for those self-starting people who are looking for a challenge and ready for change. If you like a fast-paced, high performance work environment, consider being a team member at PLS. ALL AVAILABLE GOVERNMENT LOANS - Purchase Loans - Construction Loans - Refinance for better terms - Take cash out - Home Improvement Loans -Debt Consolidation Loans and much more with some of the industry's lowest rates! • TRAINING, SUPPORT, TOOLS, LEADS AND CONSULTING TECHNIQUES AND IDEAS ARE KEY TO BEING SUCCESSFUL IN THIS INDUSTRY - "PLS" PROVIDES IT ALL!, • WE ORIGINATE OUR LOANS UTILIZING THE NATION'S LEADING LOAN ORIGINATION SOFTWARE - CALYX POINT, GIVING YOU CUTTING EDGE TECHNOLOGY!, • OUR SALES SYSTEM IS MANAGEMENT BY CRM SOFTWARE TO HELP YOU PROSPECT AND CLOSE LOANS., • OUR SUPPORT STAFF IS TRAINED AND ACCOMPLISHED FROM BROKER EXPERIENCE, TO HELP YOU QUICKLY ADVANCE YOUR CAREER!, • THE NATIONS MOST COMPETITIVE INVESTORS SEEK TO FUND OUR ORIGINATION'S, GIVING US A DISTINCT ADVANTAGE WITH PRICING AND PROGRAM AVAILABILITY!, • PLS OFFERS AN AGGRESSIVE 401K AND EMPLOYER MATCH PLAN THAT IS PROFESSIONALLY MANAGED. IF YOU ARE NOT LICENSED IN MN, PLS WILL REIMBURSE 100% OF THE COSTS TO OBTAIN LICENSING! Inquire on the NMLS consumer database prior to visiting with any mortgage company. You will see who they are, how long they have been around, how many owners, how many DBA's they have, list of violations from the state, etc. Here is the web address for the NMLS to check into company records: . You can look up the company by their NMLS# - Ours is 107620. REQUIREMENTS Candidates should have: Minimum of 1 year experience in Lending or Real Estate Field OR 2 years successful sales experience, can operate a self tailored flexible schedule, motivated to make 100k + each year, can network and develop business partners and resources, has the ability to take on leadership and ownership within the company, has the potential to operate his/her own branch. Location: Roseville MN Office - (Working remote is an option once trained on systems and process) Compensation: YOU CONTROL YOUR INCOME!! Progressive Lending Solutions Mission Statement:"Progressive Lending Solutions prides itself on incorporating unparalleled services with timely responsiveness to our clients. Our competitive advantage is the product of our experienced, knowledgeable and committed team of professionals poised to provide comprehensive consulting within the Mortgage Industry." - Joe Becker, President As always, check our reviews on the Better Business Bureau page: To find out more contact us at: Progressive Lending Solutions, Inc. 2277 West HWY 36, Suite 304 Roseville, MN 55113 NMLS ID: 107620 Attention: Hiring Advisor E-mail: Reply to this posting Loan Officer, Mortgage Officer, Sales, Consultant, Real Estate, Banker, Lending Company DescriptionWHO WE ARE Progressive Lending Solutions has an abundant array of loan resources, through various underwriting systems with first class reputations. Our priority is providing fast and efficient approvals utilizing the industry’s most advanced origination software, all while maintaining a very safe and secure loan processing system and environment. Each of our licensed local professionals are committed to providing you with continuous communication, fast approvals and excellent customer satisfaction from initial application to final closing and beyond! WHAT WE DO At Progressive Lending Solutions, we do not work for any one bank, instead we have access to numerous mortgage underwriting systems and programs allowing us to research the best solutions for our clients. The typical financial institution or bank is restricted to offering only the programs within their portfolio – limiting your options. We are much different. We work with you and for you to locate the best possible loan that fits your needs and goals. Our trained and licensed professionals provide FREE consultations to anyone looking to purchase or refinance real estate. WHY US Progressive Lending Solutions is a leading full service mortgage corporation with an experienced, knowledgeable and dedicated staff who will work closely with you offering consultation and support in recommending loan solutions that meet your financial situation. Progressive Lending Solutions specializes in properties in all parts of MN and WI. We learned a long time ago that there is so much more to the mortgage business than crunching numbers and calculating interest rates. It’s about helping people realize their dreams with homeownership goals.WHO WE ARE\r\nProgressive Lending Solutions has an abundant array of loan resources, through various underwriting systems with first class reputations. Our priority is providing fast and efficient approvals utilizing the industry’s most advanced origination software, all while maintaining a very safe and secure loan processing system and environment.\r\nEach of our licensed local professionals are committed to providing you with continuous communication, fast approvals and excellent customer satisfaction from initial application to final closing and beyond!\r\n\r\nWHAT WE DO\r\nAt Progressive Lending Solutions, we do not work for any one bank, instead we have access to numerous mortgage underwriting systems and programs allowing us to research the best solutions for our clients.\r\n\r\nThe typical financial institution or bank is restricted to offering only the programs within their portfolio – limiting your options. We are much different. We work with you and for you to locate the best possible loan that fits your needs and goals. Our trained and licensed professionals provide FREE consultations to anyone looking to purchase or refinance real estate.\r\n\r\n\r\nWHY US\r\nProgressive Lending Solutions is a leading full service mortgage corporation with an experienced, knowledgeable and dedicated staff who will work closely with you offering consultation and support in recommending loan solutions that meet your financial situation. Progressive Lending Solutions specializes in properties in all parts of MN and WI.\r\n\r\nWe learned a long time ago that there is so much more to the mortgage business than crunching numbers and calculating interest rates. It’s about helping people realize their dreams with homeownership goals.

Job DescriptionThe Opportunity: Senior Staff AccountantSend resumes to: you ready to take your career to the next level with a prestigious and highly-awarded law firm known for its excellence, integrity, and financial acumen? We are seeking an exceptional Senior Staff Accountant to join our elite Accounting Department. This is a rare opportunity to contribute to the financial stability and strategic vision of a firm that has set the standard in the legal industry. This is more than a job—it is an opportunity to shape the financial future of a renowned law firm that has built its reputation on excellence. You will be part of a dynamic team that values precision, innovation, and strategic financial leadership. In return, we offer: • Top-Tier Medical, Dental, Vision, 401(k), etc., • Competitive Base Salary & Employee Perks, • Stable and Consistent Environment (Strong Retention), • A prestigious and intellectually stimulating work environment, • The opportunity to collaborate with top-tier legal professionals, • Competitive compensation and comprehensive benefits, • A culture of excellence where your financial expertise will be valued and rewardedIn this pivotal role, you will oversee financial operations with the utmost discretion, ensuring the firm’s compliance with all regulations while delivering insightful financial analysis that supports strategic decision-making. As a Senior Staff Accountant, you will be a trusted advisor to firm leadership, responsible for safeguarding and optimizing the firm's financial health through meticulous oversight and strategic foresight. If you thrive in a fast-paced, intellectually stimulating environment and possess the sophistication, precision, and expertise required to manage complex financial operations within a law firm, we invite you to apply. Key Responsibilities, • Overseeing all state and federal tax filings, ensuring full regulatory compliance., • Preparing and filing timely and accurate financial statements., • Managing accounts payable and receivable, maintaining the firm's financial integrity., • Conducting risk analysis to assess operational, compliance, and reputational exposure., • Representing the Accounting Department at board meetings, providing financial insights., • Strengthening and monitoring the firm’s credit, liquidity, and financial integrity., • Preparing and distributing financial reports, productivity statements, and performance evaluations., • Managing and reconciling all IOTA transactions, ensuring strict adherence to legal standards., • Overseeing bank reconciliations, journal entries, payroll processing, and month-end reporting., • Analyzing past financial performance, forecasting future performance, and determining firm equity valuation., • Liaising with external CPA firms and auditors to ensure compliance and accuracy., • Collaborating with attorneys to provide clear and concise financial insights., • Leading annual financial audits, ensuring transparency, accuracy, and adherence to best practices., • Executing and maintaining the firm’s budget, supporting strategic financial planning., • Investigating potential financial violations, enforcing corrective protocols, and upholding regulatory integrity., • Working collaboratively with the Accounting Department in a team-oriented, results-driven environment.Required Qualifications, • Exceptional command of financial regulations, procedures, and policies, particularly within a law firm setting., • Education: Bachelor’s degree in Accounting or Finance required; Master’s degree preferred., • Minimum of three years of IOTA experience in a legal or professional services environment., • Technical Expertise: Advanced proficiency in Microsoft Excel; experience with payroll processing., • Regulatory Mastery: Strong understanding of financial compliance at all levels of government., • Analytical Acumen: Ability to perform financial audits, strategic forecasting, and risk assessments., • CPA certification preferred but not required

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance We believe in growing the next generation of advisors through hands-on experience, structured training, and mentorship. Our Financial Planner Residency Program is a unique 3-year career track designed for motivated professionals who want to become lead advisors. Residents gain direct client-facing experience, mentorship from seasoned CFP professionals, and progressive responsibility year over year. What Youll Do Year 1 Foundations • Support lead advisors with client meeting preparation, note-taking, and follow-up, • Learn firm processes, planning tools, and client service standards, • Build technical knowledge in investments, tax, insurance, retirement, and estate planningYear 2 Deeper Engagement, • Begin presenting portions of financial plans and recommendations in client meetings, • Manage financial plan updates and scenario modeling, • Develop stronger specialization in planning areas (retirement income, tax strategies, estate planning, etc.), • Take a lead role in planning projects and internal case designYear 3 Transition to Lead, • Lead select client relationships under supervision, • Deliver full financial plans and manage client reviews, • Refine business development skills and learn client acquisition strategies, • Prepare to graduate into a permanent Financial Advisor position with the firmWhat Were Looking For, • Bachelors degree in Financial Planning, Finance, or related field, • CFP certification completed or in progress (required within residency), • 13 years of financial planning or client service experience preferred, • Strong interpersonal skills and a client-first mindset, • Detail-oriented with excellent organizational and communication skills, • A passion for building a career as a Financial AdvisorWhat We Offer, • Competitive salary ($50,000 $80,000, depending on experience), • Annual performance-based bonuses, • Full benefits package (health, dental, 401(k) with match, PTO), • CFP exam support and continuing education reimbursement, • Direct mentorship from senior advisors, • Clear career path with opportunity to advance into a permanent Financial Advisor role upon successful completion of the programHow to Apply If you are looking for an opportunity to accelerate your career, gain hands-on client experience, and grow into a trusted financial advisor, wed love to hear from you. Please submit your resume and a brief cover letter explaining why you are interested in our residency program.

Job DescriptionSalary: $65,000.00 - $100,000.00 per year The Opportunity Were seeking a Tax Advisor to join our growing wealth management and tax planning team. In this role, youll work directly with clients and advisors to prepare and review tax returns, analyze complex tax situations, and contribute to comprehensive financial strategies. Youll gain broad exposure to high-net-worth individuals, fiduciaries, and estates while building long-term client relationships. What Youll Do • Prepare and review individual, fiduciary, and estate tax returns, • Research tax issues and provide recommendations to advisors and clients, • Assist with tax projections, planning strategies, and compliance, • Collaborate with advisors on integrated financial planning and investment strategies, • Communicate directly with clients and other professionals (attorneys, CPAs, etc.), • Maintain knowledge of current tax laws, regulations, and best practices What Were Looking For • 3+ years of experience in a tax-focused role or public accounting background, • Strong knowledge of individual, fiduciary, and estate tax concepts, • CPA license preferred, or progress toward obtaining, • Familiarity with tax software/tools (BNA, Lacerte, RIA Checkpoint, TaxBook, MS Office), • Excellent follow-up, organizational, and time management skills, • High level of accuracy, attention to detail, and ability to manage multiple priorities, • Ability to handle sensitive client information with discretion, • Collaborative mindset with the ability to work independently and as part of a team, • Strong communication skills, with the ability to explain complex concepts clearly This role offers a competitive base salary in the range of $65,000$100,000, depending on experience and qualifications, along with bonus opportunities. In addition to salary, Stevens Foster provides a comprehensive benefits package designed to support your financial security, health, and worklife balance. Benefits & Perks We believe our people are our greatest strength. Thats why we offer: • Paid time off (including voluntary PTO), • 401(k) with company match, • Comprehensive health, dental, and vision insurance, • Short-term & long-term disability insurance, • Health Savings Account (HSA) & Flexible Spending Accounts (FSA), • Dependent care FSA, • Life insurance, • Parental leave, • Hybrid work opportunity after 6 months Schedule • MondayFriday, • Full-time, with hybrid flexibility after 6 months About Stevens Foster Stevens Foster is a highly respected Registered Investment Advisory firm, consistently ranked among the top advisors in the region. We specialize in serving high-net-worth individuals and corporate executives with fully integrated financial planning and tax services. What sets us apart is our collaborative team culture and our commitment to excellence. At Stevens Foster, you wont just be another employee youll be part of a close-knit team that values integrity, trust, and long-term relationships. We take pride in helping clients simplify complexity, achieve peace of mind, and build lasting financial security. We believe the same commitment extends to our employees. We invest in professional growth, encourage new ideas, and create an environment where talented people can do their best work while maintaining balance in their own lives.

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Summary of the position The Tax Advisor works closely with the advisory team to deliver clients integrated wealth management services, providing proactive tax-related planning and serving as a tax resource for client relationships. As a member of the Tax Team, the Tax Advisor prepares, reviews, and completes individual and trust tax returns as well as tax projections. We are targeting a base salary range of $90,000 to $170,000 for this position depending on experience, along with bonus incentives and a competitive benefits package provided to our employees. Responsibilities • Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors, • Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations, • Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations, • As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections, • Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects, • Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up, • May assist with small business tax work, including S Corporation and partnership tax returnsRequired Skills/Experience, • A bachelor’s degree, with a major in accounting or finance, • Certified Public Accounting (CPA) designation, • 5-10+ years of experience in providing individual and trust tax services, • Proficiency with tax software solutions, • Strong acumen with MS Office tools, • Developed set of communications skills Preferred Skills/Experience, • Experience using client relationship management software (such as Salesforce and Tamarac), • Prior experience in Wealth Management Competencies, • Strong organizational skills and detail-oriented, • Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible, • Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members, • Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm

Job Description Position Title: Senior Advisor, Congregational Engagement Position Type: Regular Full-Time Department: Global Relationships & Resources Location: St Paul, MN Office or Remote (if outside St. Paul area) Salary Range: $82,000 - $102,000 - $122,000 Corus International provides a competitive, growth-oriented, yet fiscally responsible compensation program. When determining an offer for employment, multiple factors are considered including relevant years of experience, education, skills, internal equity, and budget. Our overall approach is to target the minimum to midpoint for starting salaries, based on these factors. Additionally, Corus provides a comprehensive and competitive employee benefit package to protect our valued and dedicated staff and their families. Our benefits include three medical plan options with comprehensive prescription drug coverage, low-cost dental coverage with 100% paid vision insurance. Corus also provides a generous retirement plan and PTO to include vacation, sick, holiday, parental, jury, international travel, and bereavement leave; employer-sponsored basic life/AD&D insurance; employee wellness incentives, and employee work/life balance and assistance programs. Position Summary: The Senior Advisor, Congregational Engagement, is a key member of the Global Relationships and Resources team, responsible for cultivating and managing a portfolio of Lutheran congregations that partner with Lutheran World Relief. This role focuses on building and stewarding relationships with pastors, leaders and members to grow financial support, increase engagement and represent the mission of Corus International and its LWR brand. In addition to directly raising funds through visits, solicitations, stewardship, preaching and group presentations, the Senior Advisor contributes to the development of strategies that will help the team achieve its ambitious revenue goals. The Senior Advisor helps congregations understand how their gifts benefit families around the world. This role requires extensive travel and primarily serves congregations in the Mid-Western region, including MN, IA, ND, SD, NE, KS, and CO. Other areas may be added as needed. Responsibilities: • Network and partner with congregations by developing gifts, deepening relationships and generating new donor leads., • Communicate the mission of Lutheran World Relief to inspire and motivate congregations and members to engage and support the mission., • Contribute to the development of engagement strategies that double revenue., • Develop and manage a portfolio of regional prospects., • Develop and execute thoughtful, innovative, and individualized strategies for qualification, cultivation, solicitation, and stewardship of donors and involve program colleagues and organizational leaders as appropriate., • Work closely with the Director, Congregational Engagement to create and measure regional revenue objectives and key results for portfolio assignments., • Regularly utilize Raiser's Edge to record all interactions with donors and manage solicitation plans and revenue projections in a timely manner., • Assist the Director with regional volunteer(s), events and regional strategies., • Bachelor's degree and a minimum of 7 years' professional and relevant work experience; or the equivalent combination of education and experience., • Degree in ministry, CFRE or other relevant training is preferred., • Experience must include a proven track record of successfully engaging congregations and mission-aligned groups in fundraising efforts, including creatively connecting audiences to the agency's mission and inspiring support through financial donations and in-kind contributions., • Experience developing fundraising communications with theological interpretation that is donor centric., • Experience in utilizing customer relationship management (CRM) software to manage donor relationships., • Experience in writing effective proposals, summaries and reports and updates for fundraising purposes., • Familiarity with international faith-based organizations working in the relief and development sector and an understanding of how these organizations operate and what motivates them., • Must have a current and valid drivers' license., • Ability to travel and visit donors and attend Corus' meetings up to 50% of the time., • Ability to comfortably engage with faith-based donors and congregational leaders., • Ability to lead face-to-face meetings and the confidence to solicit funding using effective and appropriate language., • Strong presentation skills with the ability to present opportunities and reports to a congregation in a variety of settings, including worship, forums, small groups and one-on-one., • Skilled in the art of closing the gift with donors., • Excellent verbal and written communication skills with proven experience in utilizing compelling donor materials and pitches that inspire action and support. This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities for the position. Duties, responsibilities and activities may change at any time with or without notice. All positions are required to perform any additional tasks assigned by the supervisor. Global positions that are bound by contracts will not be changed without notice and approval. Working Conditions, Travel and Environment • For hybrid roles, Corus has a hybrid work policy, allowing work to be done remotely; two days per week (Tuesday and Wednesday) in the office is required. The employee must be available to work outside normal office hours or weekends as required., • This position must be able to travel as required for standard domestic business purposes. As a member of the Corus Family, each employee is expected to: • Foster a work environment where everyone feels valued and included., • Support employees' evaluation and promotion processes based on skills and performance., • Promote a safe, secure, and respectful environment for all members of Corus family, stakeholders in general, and particularly for the communities we serve., • Follow Corus Code of Conduct helping to prevent any type of abuse including workplace harassment, sexual abuse and exploitation, and trafficking in persons., • Adhere to the Organizational Core Values. Corus International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment, without regard to race, color, religion, national origin, sex, age, disability, genetic information, protected veteran, or any other classification protected by applicable local, state or federal laws. Job Posted by ApplicantPro

Job Description BASIC FUNCTIONS We are seeking a strategic, hands-on Director, Global Finance to lead our worldwide financial planning and analysis (FP&A), cost accounting, and accounting operations. This role will be instrumental in shaping our global financial strategy, delivering accurate and timely insights, and ensuring operational excellence across closing and reporting cycles. As a key member of the global finance leadership team, this person will embody and promote our True North Values: Open-Mindedness, Competence, Confidence, Collaboration, Integrity, and Results, while driving sustainable growth and operational excellence across our organization’s international footprint. DUTIES AND RESPONSIBILITIES Financial Planning & Analysis (FP&A) • Lead the development of global annual budgets, long-range plans, and quarterly forecasts in alignment with strategic goals across all regions, • Create and maintain global financial models and dashboards that provide visibility into business performance, risks, and opportunities, • Deliver monthly and quarterly global financial reviews with actionable insights and clear recommendations, • Collaborate with business unit and regional leaders to translate operational strategies into measurable financial outcomes Financial Close, Cost Accounting & Reporting • Oversee the monthly, quarterly, and annual global close processes to ensure accuracy, compliance, and efficiency, • Lead and mentor the cost accounting team to ensure accurate product costing, inventory valuation, and margin analysis., • Partner with the accounting team to maintain the integrity of financial statements under U.S. GAAP and applicable international standards, • Implement process improvements to shorten the close cycle and enhance both consolidated and regional reporting capabilities, • Prepare global internal management reports and provide financial input for board and leadership presentations Leadership & Business Partnership • Serve as a trusted advisor to the executive team by providing global financial guidance and scenario modeling to support strategic decisions, • Lead and develop a high-performing, globally distributed finance team through coaching, collaboration, and alignment with company values, • Foster a culture of accountability, excellence, and continuous improvement across all finance functions worldwide Compliance & Internal Controls • Maintain and strengthen internal controls to support accurate financial reporting and reduce risk across all regions, • Ensure compliance with all relevant accounting standards, tax requirements, and audit procedures in the U.S. and internationally, • Work closely with external auditors and ensure timely completion of all global audit and compliance activities REQUIRED SKILLS Required: • Bachelor’s degree in Finance, Accounting, or a related field, • 8–10+ years of progressive experience in finance and accounting, including 3+ years in a leadership role, • Strong expertise in FP&A, budgeting, forecasting, business modeling, and cost accounting, • Hands-on experience managing monthly financial closes and producing GAAP-compliant financials, • Advanced Excel and ERP/reporting system proficiency (e.g., SAP, NetSuite, Power BI) Preferred: • CPA strongly preferred; MBA is a plus, • Experience in a manufacturing, industrial, or product-based global environment, • Demonstrated ability to work cross-functionally and influence decision-making at all organizational levels, • Strong knowledge and experience with SAP and Power BI

Job Description Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country. About the Role This is a great opportunity for an experienced Tax Manager who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible. What You’ll Do • Be a trusted advisor to high-net-worth clients and family offices, • Offer proactive guidance and custom planning solutions, • Lead teams on tax returns, financial statements, and related deliverables, • Oversee quality control and provide final reviews, • Juggle multiple client relationships and special projects, • Coach and mentor junior team members, • Support business development efforts—think proposals, meetings, and collaborations Must-Haves • Bachelor’s in Accounting (or similar field), • CPA or equivalent certification, • 6+ years of tax/advisory experience, • 3+ years in a supervisory or leadership role, • Excellent communication and interpersonal skills, • Comfort with modern tax and accounting software, • Master’s in Taxation or Accounting, • Experience working with high-net-worth clients, trusts, or Family Offices, • Competitive salary: $140K–$160K depending on your background, • Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more, • Generous PTO, holidays, and sick leave Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-273-2108

Job DescriptionWe are looking for an experienced SEC Compliance Manager/Director to lead external reporting and technical accounting activities for our organization. This role requires a detail-oriented individual who thrives in a fast-paced environment, demonstrates exceptional leadership skills, and serves as a trusted advisor to executive management and the Board of Directors. You will play a critical role in ensuring regulatory compliance, shaping financial disclosures, and driving technical accounting initiatives. Responsibilities: • Oversee the preparation, review, and submission of all SEC filings, including 10-K, 10-Q, 8-K, S-1, S-3, S-8, and proxy statements, ensuring accuracy and adherence to deadlines., • Collaborate with legal, tax, treasury, investor relations, and finance teams to ensure consistency and precision in public disclosures., • Develop and maintain reporting calendars and workflows to meet interim and annual filing deadlines., • Implement new disclosure requirements in response to evolving regulatory standards., • Provide technical accounting guidance to influence organizational decisions and ensure compliance with US GAAP and SEC regulations., • Conduct research on complex accounting topics such as revenue recognition, leases, stock-based compensation, and financial instruments., • Draft and update accounting policies and procedures, ensuring alignment across the organization., • Coordinate with internal and external auditors to address audit requests and findings promptly., • Partner with cross-functional teams, including FP& A, tax, treasury, and legal, to ensure accurate financial results and disclosures., • Support executive leadership in strategic initiatives, mergers and acquisitions, and capital market activities with accounting implications.• A minimum of 10 years of experience in SEC reporting, technical accounting, or a related field., • CPA designation is required., • Expertise in SEC financial reporting and US GAAP accounting standards., • Demonstrated ability to research and resolve complex technical accounting issues., • Strong leadership skills with experience in developing high-performing teams., • Excellent organizational and communication abilities to manage workflows and collaborate across departments., • Familiarity with internal controls over financial reporting and SOX 404 compliance., • Proven track record of working in dynamic environments and managing multiple priorities effectively.

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance Job Summary We are seeking an experienced and highly skilled Advanced Paraplanner / Associate Financial Planner with 35 years of experience in financial planning to join our team in Edina, MN. This individual will play a key role in supporting lead advisors by preparing sophisticated financial plans, conducting in-depth analysis, and ensuring a seamless client experience. The ideal candidate is detail-oriented, self-motivated, and eager to contribute to a growing wealth management practice while working toward becoming a Lead Financial Planner or CFP. Key Responsibilities • Prepare comprehensive financial plans, retirement projections, investment analyses, and insurance reviews., • Conduct advanced data entry, analysis, and scenario modeling using financial planning software (e.g., eMoney)., • Lead the preparation of client meeting materials, executive summaries, and follow-up recommendations., • Work directly with clients to gather, review, and organize complex financial documents (tax returns, estate documents, account statements, insurance policies)., • Draft and review client communications, ensuring clarity, accuracy, and professionalism., • Assist with portfolio reviews and coordinate with custodians (e.g., Schwab, Fidelity, LPL) for account openings, transfers, and implementation of investment recommendations., • Monitor client accounts, financial plans, and action items to ensure timely completion., • Maintain and optimize CRM records (e.g., Redtail, Wealthbox) and workflows., • Stay current on financial planning strategies, regulatory changes, and industry best practices., • Bachelors degree in Financial Planning, Finance, Accounting, Economics, or related field., • 35 years of experience in a financial planning, wealth management, or investment advisory firm., • CFP certification completed, or actively pursuing with substantial progress made., • Securities licenses preferred: SIE, Series 7, and Series 66, • Life, Accident, and Health Insurance license preferred., • Advanced proficiency in financial planning software (eMoney, MoneyGuidePro, NaviPlan, or similar)., • Strong working knowledge of CRM systems and custodial platforms., • Exceptional written and verbal communication skills, with the ability to explain complex concepts clearly., • Highly organized, detail-oriented, and able to manage multiple projects and deadlines independently., • Prior experience creating advanced planning scenarios (estate planning, tax strategies, business succession, charitable giving)., • Experience supporting or leading client meetings., • Competitive salary plus performance-based incentives., • Support for CFP continuing education, professional development, and industry designations., • Health insurance, retirement plan, and other standard benefits., • Opportunities for career growth with a clear path toward Lead Planner or Advisory roles., • Collaborative, client-centered team environment.

Job DescriptionHazen and Sawyer is seeking a senior water technologist for our industrial wastewater and water business. Hazen and Sawyer is a national leader in all things water, with a growing geographic presence in the US, including over 60 offices and over 1,300 water professionals. Our industrial client business is growing across the US, building on our reputation for technical and delivery innovation. Our senior technologists lead teams of professionals to make sure we “solve the right problem” and then “solve it the right way.” We are looking for individuals who understand how our clients use water (tied to their manufacturing/ production processes), can think broadly about how to solve problems, and be a trusted advisor to our clients as solutions are developed and implemented. Hazen has a “one team” culture that allows us to deploy the right talent to the right project, regardless of location. As a senior technologist, you will be involved in projects across the US in our target industrial segments. We value your operations experience as that brings better solutions to new projects. Responsibilities • Technical leadership for consulting through design solving wastewater and water needs for industrial clients., • Holistic problem solving for clients considering their production, business operations, regulatory constraints, and financial expectations., • Direct coordination and collaboration with industrial clients., • Involvement with Hazen’s national and region practice teams to sustain and grow technical capabilities, particularly in industrial wastewater treatment and reuse, • Work with Hazen’s Corporate Industrial Water Lead to develop new opportunities, including client development and proposal development, including delivery approaches, technical scopes, and fees., • Management of select projects and assignments., • Greater than 15 years of experience solving complex wastewater and water management challenges for industrial clients, • Experience working in project phases from consulting through design. Commissioning, startup, and operations experience is a plus., • Involved in the industrial wastewater community through WEF or other organizations., • BS in civil, environmental, chemical, or mechanical engineering, • MS or PhD in the same fields is a plus., • Experience working in food and beverage, agribusiness, specialty chemicals, high tech, pharmaceuticals, or manufacturing, • Excellent verbal and written communication skills are essential as this role involves a high degree of client engagement. Must be able to present complex issues to nontechnical people., • Primary - Mid Atlantic or Midwest regions, • Secondary - Southeast or West, • If we found a great candidate -- We would consider any region, • Office location is flexible, but locale near an existing Hazen office is a plus.

Job DescriptionDescriptionAbout Us Icario is the largest technology company focused on member engagement for healthcare’s most trusted organizations. Healthcare today is nothing short of amazing. Yet all of it only works when people connect with it. And too often, they don’t. Healthcare can be impersonal. Confusing. All elbows. The record scratch at life’s party. We’re here to help connect healthcare with the people who need it. Which is everyone. How? By listening. Collaborating. And inspiring. We’re pioneering a better way forward. We’re making healthcare more human. We’re excited about the path ahead—are you ready to make the world a healthier place, one person at a time? About the Role Does the idea of driving the sales strategy of a fast-growing, market leading healthcare organization sound like your jam? Are you looking for an organization where your leadership and strategic thinking are not only needed, but valued? If so, our Director, Revenue Operations opportunity has your name written all over it! This role will be responsible for managing a cross-functional organization that is the foundation of Icario’s sales strategy by providing the tools and infrastructure to drive and deliver exceptional sales results. As a seasoned revenue operations leader, you will act as an advisor while counseling and directing the sales organization toward strategic goals and operational effectiveness by meeting corporate sales, revenue, operational and strategic goals as well as the professional growth, development, and success of team members. You will be accountable for assigning sales goals, quotas and compensation plans for our sales team to help drive their success. Your Impact • Sales Operations - Drive excellence in the use of sales applications and processes centered around Salesforce, and ensuring quality in the opportunity management process., • Sales Compensation Planning - Develop, implement, and manage sales compensation plans and special incentives that drive intended sales behavior., • Forecasting, Pipeline Management, and Reporting - Manage & support global booking, forecasting, and the pipeline management process. Closely collaborate with the Finance organization; managing historical data and providing analysis on business performance trends., • Commercial Approval and Risk Review Process - Ensures that deals are evaluated correctly to manage risk, ensure appropriate approvals are obtained, facilitate alignment with finance and legal departments., • Partner with senior sales leadership to identify opportunities to simplify the sales process through optimization and automation. Facilitate successful implementation and adoption of new processes within the sales organization. Foster an organization of continuous process improvement., • Design, implement and manage sales forecasting processes that provide accurate prediction into future revenue performance. Ensure forecasting efforts are appropriately integrated with other planning processes within the company., • Work with Talent & Employee Experience, Finance, and senior sales leadership to design sales incentive compensation programs that provide market-competitive pay, reinforce sales organization strategy, and align with business and sales organization objectives., • Assign sales quotas and other sales objectives to ensure the company’s financial goals are allocated to all sales channels and resources., • Drive global deal desk; providing support in pricing, deal analysis, deal structuring, negotiation, and closure., • Assist all sales channels in overcoming business challenges to ensure ease of doing business while ensuring deal closure and revenue recognition., • Ensure that all sales tools accurately represent sales information and are effectively utilized by sales personnel to process transactions and provide information about the status of the business., • Provide financial information and resources for the development of business plans and analysis of sales department trends and activities., • Establish and implement performance measures designed to track and report progress against the global sales strategy., • Lead Sales Enablement programs built to standardize on boarding, shorten ramp times, and ensure that the field is always armed with the most up to date and relevant information required to be successful., • Additional duties as assigned, • 7-10 years of experience with a proven track record of success in providing strategic guidance and operational oversight in Revenue Operations within a technology sales environment., • Proven experience integrating SaaS tools to streamline and automate the sales process, integrating data science and analytics into every function within Sales to ensure greater predictability and productivity., • Experience building models for Annual Operating Planning: Bookings, Capacity, Quota, Compensation, Pipeline, Forecast, etc., • Experience building and leading Sales Enablement programs, • Expertise in contract management, • Financial background and/or experience in a subscription type environment., • Experience developing, managing, and administering sales compensation models, cost structures, & plans., • A proven ability to develop tactical initiatives that improve sales productivity and performance., • Background of introducing performance metrics and improvement programs., • Strong communication skills and ability to establish credibility and trust with all cross functional departments, building influential relationships with all internal partners: Finance, Legal, Marketing, HR, Alliances, Support, Product Marketing, Professional Services, etc., • Understanding of both business and people, including their drivers and success factors., • Excellent knowledge of software pricing and licensing practices., • Understanding of sales methodologies and bookings process., • Highly entrepreneurial and able to operate independently with minimum supervision., • Heavily results-oriented; a strong track record in meeting and/or exceeding goals., • Able to research, develop and execute sales tools and strategies in the field., • Solid understanding of CRM systems, quote to cash management infrastructures and analytics around sales pipeline modeling., • Deep knowledge/understanding of salesforce.com (including CPQ) is a must., • 4+ weeks PTO, Summer PTO, and unlimited Health & Wellness PTO, • Competitive benefits package including: medical, dental, vision, disability, FSA, HSA, pet insurance, and more, • Generous 401k program with company match, • Company paid parental leave, • Work-life harmony, • $1,000 employee referral bonus program, • Remote & hybrid working model with office locations in Minneapolis, MN & Birmingham, AL

Job Description Senior Human Resources Business Partner Location: Bloomington, MN (4 days onsite / 1 remote) Compensation: $130,000 – $150,000 base + bonus potential (5–10%) Industry: Financial Services / Regulated Environment Team Size: Org-wide ~2,000 employees Position Overview We are supporting a high-growth, mission-driven financial services institution in identifying a Senior HR Business Partner (HRBP) to serve as the primary HR leader for their Twin Cities market, supporting a highly visible leadership team and employee base. This is a key hire during a broader transformation and modernization of their HR operating model. The role is both strategic and hands-on, ideal for someone energized by building processes in a rapidly growing, regulated environment. This is one of the final pieces in a broader HR team buildout—reporting into a highly collaborative and forward-thinking VP of HRBP, and partnering directly with senior leadership across multiple business lines. Why This Role Is Unique • Build and Anchor HR in the Twin Cities: You’ll be the on-the-ground partner for ~300–500 employees in the Minneapolis market. This is the first fully embedded HRBP in the region, with a growing physical footprint and engaged leadership team., • Collaborative, Value-Driven Culture: This company prides itself on hiring people-first leaders who want to make an impact in the communities they serve., • Strategic Growth & Transformation: With a new HR leadership team in place, they’re evolving legacy processes into scalable, people-centered solutions. Your voice will help shape how business partnering is understood and delivered. Key Responsibilities Strategic Partnership • Embed yourself with senior leaders in the Minneapolis office to align people strategy with business priorities., • Drive organizational design conversations, influence talent decisions, and facilitate workforce planning., • Act as a trusted advisor in employee relations—leading complex investigations, handling performance issues, and managing accommodations and leaves with empathy and precision., • Guide and support leaders through coaching, feedback conversations, and performance calibration., • Help define and optimize scalable, human-centered HR processes across your business units., • Partner with internal COEs (recruiting, rewards, etc.) to ensure consistency and high-quality execution. What You Bring • 7+ years of progressive HR experience, including 3+ years of direct employee relations leadership., • Proven success in regulated, high-accountability industries—financial services highly preferred., • Experience advising senior business leaders across distributed teams or regional locations., • Depth in workplace investigations, ADA/accommodation processes, and performance management., • Strong judgment, emotional intelligence, and the ability to build trust across leadership styles., • Comfortable working in ambiguity and excited by a “build while driving” environment., • SHRM-CP/SCP or PHR/SPHR certification preferred. The Ideal Background This is a great fit for someone from a mid-to-large institution, who wants to step into a role with influence and autonomy while still benefiting from a cohesive, values-aligned HR function. Prior experience navigating complex matrixed organizations is a plus. Additional Details • Team Structure: Reports to the VP of HR Business Partnerships (remote), with dotted-line partnership to a regional executive group in the Twin Cities. Collaborates frequently with COEs across Talent, Rewards, and Operations., • Office Environment: Core office is located in Bloomington, MN with additional nearby branches. Hybrid work model, with flexibility built into the schedule. Interested? This is a rare opportunity to shape HR strategy in a regional market while contributing to a larger HR evolution already in motion. If you're energized by being a partner, builder, and coach—and want your work to directly impact people, performance, and culture—we’d love to connect. Reach out to Kelsey Conrad on LinkedIn today to learn more!

Job Description At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: • Innovate with Purpose: Build impactful solutions for customers worldwide., • Join Excellence: Work in a diverse, collaborative, and innovative team., • Shape the Future: Lead in redefining revenue optimization. What You'll Do: • Discovery: Perform detailed discovery for sales opportunities to qualify and scope prospect/client needs, challenges and requirements, determine product fit, and identify areas where Varicent can deliver differentiated value, • Accurately qualify the technical fit of each opportunity, and partner with Sales Reps in overall sales qualification, • Engage in effective discovery through listening, curiosity, and open-ended questions, • Uncover root cause issues and quantified implications of customer challenges/objectives, • Regularly query prospects in single-product opportunities about other portfolio solutions to expand the potential opportunity, • Demos & Proof of Concepts: Leverage your domain expertise and understanding of Sales Planning and Incentive Compensation solutions and best practices to lead client engagements with your sales counterparts and demonstrate value to win business, • Configure and deliver compelling best-in class prospect/client presentations and demonstrations of the Varicent suite of applications that are tailored to meet specific client requirements and business needs, without additional presales support, • Effectively lead and manage complex proof-of-concepts, hands-on workshops and scalability tests, • Establish credibility as the technical expert and trusted advisor with prospects/clients, • Anticipate technical hurdles, develop a plan to address them, and lead the resolution, • Understand and leverage technical and other differentiators to win against the competition, • Effectively manage third party and partner integrated demos as part of the sales engagement where appropriate, • RFPs/RFIs, • Complete functional and technical requirements in RFPs accurately and on time, • Shape prospect RFPs in our favor by consulting with prospects on what to include in RFPs, and identifying and explicitly calling out competitive differentiators and gaps in responses., • Product Expertise, • Have a comprehensive functional understanding of Varicent core product capabilities, • Consistently leverage new features in product positioning, demos, and reference competitive differentiation, • Knowledgeable on 3-6 month roadmap(s) to leverage during sales opportunities where appropriate, • Proficient in all Solutions: Can deliver a high-level platform demo, and full standalone intro demos for all products., • Technical Expertise, • Deliver technical overview presentations to IT/technical audiences, without additional support, covering architecture, integration, security, and performance aspects of the SaaS platform., • Domain Expertise, • Deep understanding of Sales Performance Management (SPM) concepts, processes, and best practices, particularly in Sales Planning, Territory Management, and Quota Planning., • Proven knowledge of territory design and optimization, including methodologies for balancing workload, white space analysis, and account segmentation., • Familiarity with quota setting methodologies, such as top-down, bottom-up, historical-based, and capacity-based approaches., • Experience working with Sales Operations, Revenue Operations, or Incentive Compensation teams in an advisory, technical, or implementation capacity., • Strong understanding of go-to-market (GTM) planning, sales capacity modeling, and coverage modeling strategies., • Ability to translate complex sales planning requirements into technical solutions and articulate value to both business and technical stakeholders., • Experience with data integration and transformation as it relates to CRM (e.g., Salesforce), HRIS, and ERP systems to support territory and quota planning processes., • Familiarity with change management and adoption best practices in rolling out new planning processes or technologies to sales organizations., • Knowledge of SaaS delivery models and experience supporting enterprise software pre-sales cycles, particularly in the sales performance or planning space., • Awareness of industry-specific sales planning challenges (e.g., tech, pharma, manufacturing, etc.) and how SPM solutions can be tailored accordingly., • Demonstrated experience or familiarity with at least one leading Sales Planning / SPM platform, such as:, • Anaplan (Sales Planning, Connected Planning), • Pigment (Sales Capacity and Planning use cases), • SAP CallidusCloud (now part of SAP Commissions and SAP Territory and Quota), • Varicent (Sales Planning, Incentive Compensation), • Xactly (Align, Incent, Sales Planning), • Industry Expertise, • Proficient in complex industries like Insurance and Financial Services, Medical Devices, Pharma: Has sufficient industry-specific knowledge to deliver compelling, industry-specific messaging that resonates across our focus verticals, demonstrating a deep understanding of unique challenges and value drivers within each industry, • Collaborate with leadership to refine strategy, use cases, and best practices for focus verticals, • Customer Engagement, • Develop lasting client relationships and help the company drive reference calls, client speakers, and event attendance, • Consistently identify and build technical champions during the sales process, • Be comfortable and proficient presenting to varied and mixed technical and non-technical audiences, from end users to C-Level executives, • Collaborate with senior executives to drive alignment, and deliver compelling Executive Demos, • Act as a trusted advisor to strategic clients, providing long-term guidance to maximize platform adoption and business impact, • Contributions to Team Enablement & Support, • Is a Team Player: Shares best practices and answers peer questions, • Collaborate with teammates: Steps in to help with deals when needed, • Contribute to team enablement and onboarding new hires, including acting as a mentor and coach to new Solution Consultants, • Contributions to Team Assets, • Demo Model Contributions - Ideation & Strategy: contribute new ideas to improve standard demoware, • Demo Model Contributions – Testing: participate in testing newly added content to standard demoware to accelerate roll-out, • Contribute to RFP Library reviews to ensure responses are accurate and up-to-date, and add new question/answer pairs if not already present in the RFP Library, • Cross-Functional Collaboration & Support, • Marketing Support: Represent Varicent in a professional manner on Webinars, at Conferences and industry events, and for Analyst Reports, as needed., • Thought Leadership: Deliver at least one conference/SKO session/presentation/webinar per year., • Product Support: Liaise with Product Management and Engineering teams to advocate for feature enhancements based on prospect & client feedback and evolving industry requirements, • Channels: Work with the Channels team on Partner enablement and co-selling initiatives as needed, • Post-Sales: Support client onboarding efforts by ensuring technical alignment and knowledge transfer from the presales process to implementation teams/partners, • Day to Day Responsibilities, • Execute responsibilities required during each step of the sales process with professionalism and diligence, • Team Meetings: Contribute to team discussions and learning, • Bring a positive attitude focuses on problem-solving and making the complex possible, • 5+ years of technical software sales experience in Enterprise SaaS markets with prior experience of consultative selling to senior leaders and business users strongly preferred, • Excellent presentation and interpersonal communications skills with the ability to understand complicated operations and clearly articulate relevant and differentiated business value, • Proficiency in multiple languages is a plus, • Experience in creating, developing and managing executive business relationships, • Self-motivated and energetic with a positive attitude and desire to learn and grow professionally, • Demonstrated track record of meeting quota and effectively managing all technical aspects of Enterprise sales transactions from start to close, • Coachable and team-oriented with a desire to work in a fast-paced, independent environment, • Team player proactively sharing and documenting knowledge with the wider Technical Sales and Sales team through best practices, available demo assets, customer stories and experiences, • Working knowledge of SaaS software applications, previous experience in the Sales Performance Management SaaS industry is a plus, • Good understanding of relational databases and REST API concepts Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table., • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you'll guide clients through important financial decisions that impact their lives., • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you can continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime., • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives., • Achieve Greater Rewards: The transition from teaching or coaching to financial services offers the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals.Our Thriving Office is Located: 576 Bielenberg Drive Suite 250 Woodbury, MN 55125 Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: Meet Our Local Leaders: Josh Willour Managing Director: • Time with Northwestern Mutual: 16 years, • Previous Experience: Started as an intern and has built his career with Northwestern Mutual since., • Outside Interests: Passionate about family lifespending time with his wife and their five kids traveling, enjoying sports, and being together as often as possible.Seth Hendricks Financial Representative:, • Time with Northwestern Mutual: 6 years, • Previous Experience: Former Police Officer, • Outside Interests: Enjoys running marathons and Ragnar races, creative play with his son and daughter, and movie nights with his wife.Halsted Knutson Wealth Management Advisor:, • Time with Northwestern Mutual: 4 years, • Previous Experience: Was pursuing a Doctorate in Chiropractic Care before joining NM., • Outside Interests: Loves traveling with his wife and four kids, trying new coffee shops, staying active, coaching his daughters softball team, and spending time outdoors.Dave Dettmann Wealth Management Advisor:, • Time with Northwestern Mutual: 14 years, • Previous Experience: Former teacher and photographer, • Outside Interests: Enjoys time with family and friends, boating, wakeboarding, and attending music festivals.Michelle Lother Associate Wealth Management Advisor and College Unit Director:, • Time with Northwestern Mutual: 5 years, • Previous Experience: Graduated from Mankato State University with a degree in General Finance; played college basketball., • Outside Interests: Loves walking her dog, exploring new breweries, traveling with her fianc, and tackling new home projects.About Us: The Willour District of Northwestern Mutual is a high-performing, purpose-driven team within NMTC East. With a strong culture of collaboration, leadership, and impact, were committed to helping clients build better financial futures while developing top-tier advisors. Known for our innovation, diversity, and nationally ranked internship program, we also give back through causes like Pinky Swear and Best Christmas Ever. Here, success is sharedand built to last. Position Responsibilities for a Financial Representative: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Willour is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Take the Next Step in Your Career as an Audit Senior Associate with Olsen Thielen! Are you looking for a firm where you can grow your accounting career, build leadership skills, and work closely with a diverse team of professionals? Do you enjoy collaborating closely with clients and being involved in meaningful projects? If you're ready to advance your career, Olsen Thielen & Co., Ltd. has an exciting Audit Senior Associate opportunity just for you. Olsen Thielen & Co., Ltd., a progressive 100-year-old firm based in Minnesota, is proud to provide audit, tax, and accounting services to businesses across the Twin Cities and beyond. With offices in Roseville and Eden Prairie, we operate as a regional firm with a local firm feel, fostering close relationships with both our clients and our staff. Why Join Olsen Thielen? At Olsen Thielen, we believe in investing in our employees' success and satisfaction. We've built our business on guiding principles such as integrity, continued improvement, and professional excellence. As part of our team, you'll grow your skills, gain leadership experience, and contribute to our mission of delivering exceptional service. • Opportunity for Growth: Receive hands-on support and training through our Career Advisor program as you take the next step in your accounting career., • Collaborative Environment: Work alongside talented colleagues in a team-oriented culture that prioritizes open communication, professional development, and work-life balance., • Client Impact: Develop deep relationships with decision-makers at client organizations in industries ranging from manufacturing to professional services., • Flexibility: We offer reduced hours flexibility and a hybrid remote work model to support your productivity and well-being. As an Audit Senior Associate, you'll play an essential role in executing and managing audit engagements. You'll also work closely with members of the firm's leadership team to deliver timely, impactful results to clients. Responsibilities include: • Acting as in-charge and/or assisting on audit, review, and compilation engagements, including reviewing workpapers, preparing financial statements, and providing feedback to team members., • Preparing projections, conducting research as needed, and completing other complex accounting special projects., • Managing engagements to meet deadlines, anticipate roadblocks, and ensure deliverables align with client service expectations., • Understanding and analyzing the client's business and industry, including competitors, trends, and key customers, to anticipate and resolve issues., • Delegating tasks based on risk, engagement needs, and opportunities for staff growth while helping junior staff advance to the next level., • Promoting Olsen Thielen's service offerings to clients and identifying opportunities for growth in business relationships. The ideal Audit Senior Associate candidate demonstrates technical competence, leadership potential, and a collaborative spirit. • Bachelor's Degree in Accounting or a related field such as Finance, Business, or Economics., • Minimum 2+ years of accounting experience in audit or public accounting., • Active CPA certification preferred but not required., • Strong knowledge of accounting standards and proficiency in audit tools such as cloud based audit software and Microsoft Office Suite., • Leadership skills: Experience coaching, mentoring, and providing direction to staff is preferred but not required. Discover More: Curious about what makes Olsen Thielen special? Dive into our culture and explore potential career paths with our introductory video at . Don't forget to check out additional department videos for a closer look at Client Advisory Services, Tax, and Audit opportunities! At our firm, we're looking for candidates who are fully authorized to work in the U.S. without the need for current or future sponsorship. We appreciate your understanding and look forward to welcoming dedicated professionals to our team! Olsen Thielen offers a competitive compensation and benefits package designed to reward performance and recognize your value to the firm. The starting salary range for this role is $70,000 to $90,000, based on factors like experience, qualifications, and organizational needs. Compensation also includes a bonus structure and eligibility for a discretionary annual incentive program. Our comprehensive benefits package includes medical, dental, vision, disability, life insurance, paid time off, holidays, 401(k) with employer contributions, profit sharing, and more.

Job Description Kraus-Anderson offers an opportunity to make an immediate impact with an industry leader! Core Purpose: Building enduring relationships and strong communities Core Values: • Integrity – Do the right thing…always be respectful, honest and fair, • Commitment – Take ownership, work hard, and keep promises, • Teamwork – Collaborate to foster trust and success for all For more than a century, Kraus-Anderson has been transforming the American landscape. Founded in 1897 and privately owned and managed by the Engelsma family for more than 70 years, KA is consistently ranked by Engineering News Record among the top 50 general contractors in the United States. Our base of operations in Minnesota is supplemented with regional offices, extending our capabilities coast to coast. We take a highly collaborative approach to our work. We work closely with owners, architects and the entire planning team well before ground is broken; providing cost analyses, scheduling information, and value engineering services to ensure that our client can make informed decisions leading to a timely finish of the highest quality and the best value. Summary This position will be responsible for leading and expanding the Commercial Real Estate Advisory Services division of Kraus-Anderson, integrating strategic real estate consulting with commercial construction solutions. This role will focus on converting advisory engagements into full-scale construction projects, when desired by the client, by providing expert guidance in commercial real estate development, construction delivery models, financial structuring, facility planning, and sustainability strategies. The ideal candidate will have a strong background in commercial real estate, construction management, and strategic planning. Essential Duties and Responsibilities include the following. Other duties may be assigned. Strategic Advisory & Client Engagement • Provide expert commercial real estate consulting to clients, including investors, developers, and property owners., • Develop and implement strategies that help clients optimize, develop, or reposition commercial properties., • Serve as a trusted advisor in real estate transactions, leasing strategies, and investment planning., • Lead and act as an Owner’s Representative with our other advisory services team members, ensuring projects align with client objectives, budgets, and timelines., • Oversee development feasibility studies, risk assessments, and project planning to ensure alignment with strategic objectives and sound investment principles., • Provide strategic oversight of investment management activities, including review and approval of investment analyses, evaluation of co-investment opportunities, and alignment of capital deployment strategies with organizational priorities., • Collaborate with internal general contracting and construction teams to transition advisory clients into active projects when appropriate., • Guide facility condition assessments and strategic facility planning for property owners., • Lead and support energy auditing and sustainability consulting, integrating green building solutions., • Lead and support the utilization of reality capture and visualization technologies to enhance project planning and execution., • Identify and pursue new business opportunities within commercial real estate and construction markets., • Build and manage relationships with brokers, owners, investors, developers, and corporate real estate teams., • Assign and prioritize project workloads and needs to team members., • Lead the selection of hiring of staff., • Lead a team of consultants, analysts, and project managers within the advisory division, • Responsible for the growth and development of direct reports. Providing guidance, training, and support to ensure high performance., • Ability to lead and work with others cooperatively; recognize and reward people for their achievements; and provide constructive and timely coaching, performance assessment and feedback. • Performs other duties as assigned. Required Knowledge, Skills and Abilities: • Bachelor’s degree in Real Estate, Construction Management, Finance, Architecture, Engineering, or related field., • 10+ years of experience in commercial real estate development, strategic advisory, or construction consulting., • Proven experience guiding complex real estate decisions from concept through execution, including feasibility, sustainability, and transaction planning., • Demonstrated ability to win advisory business and transition engagements into capital projects or construction delivery., • Experience with facility assessments, asset planning, and strategic advisory for institutional or corporate real estate clients., • Strong understanding of commercial real estate finance, property development, and market analysis., • Expertise in facility assessments, strategic planning, and sustainability initiatives., • Familiarity with construction processes, project management, and contract negotiations., • Proficiency in real estate technology, including reality capture, BIM, and visualization tools., • Exceptional client management and business development skills., • Strong analytical, problem-solving, and negotiation abilities., • Ability to collaborate with construction, design, and engineering teams to align strategies with execution., • Demonstrated computer proficiency (MS Office 365 – Word, Excel PowerPoint, and Outlook), • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers, • Ability to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service, • Ability to use time productively, maximize efficiency and meet challenging work goals, • Ability to maintain compliance with all company policies and procedures, • Master’s degree in Real Estate, Business, or Construction Management., • Valid Driver's License, ability to maintain a satisfactory Motor Vehicle Record, and ability to adhere to the KA Motor Vehicle Policy. The physical demands described are representative of those that must be met by any employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. For Field/Jobsite Requirements: • Frequently sits, stands and talks., • Occasionally lifts and/or moves up to 50 pounds., • Vision abilities require close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus., • Must work and climb on a jobsite to review or inspect work progress. Pay is based on many factors including but not limited to education, skill, experience, training, certifications, and other business needs. Why KA? We offer a challenging, rewarding, and supportive environment where employees are positioned to make a positive impact on our business, our communities, and their own future. We believe in building leaders. KA offers a wide range of enrichment and professional growth opportunities through KA University and community service opportunities through our KA Has Heart Volunteer Program. KA offers full time employees (30+ hours) a significant Total Rewards package including: • Medical insurance Plan Options, • Health Savings Accounts (HSA), • Flex Spending Accounts (FSA), • Wellness Program, • Fitness Center (Minneapolis), • KA University Training and Development, • Fitness Center, KA corporate headquarters, Minneapolis, • 401(k) Plan, • Company sponsored Short Term and Long Term Disability, • Company sponsored Life/Accidental Death and Dismemberment Insurance, • Time Off including vacation, sick and holiday pay, • Workplace Flexibility, • Paid Parental Leave, • Paid Military Leave for Active Reserve Duty, • Part time/Transition Options Make A Positive Impact Kraus-Anderson is an AA EOE including disability and vet employer

Genesis10 is currently looking for a Senior Program Leader/Management Consultant with M&A and advisor experience on the business side for a 12 month contract for a Financial Services client in Minneapolis MN, must be on site 4 days a week Summary: The purpose of this position is to actively manage the delivery of a portfolio of projects while ensuring the program has sufficient governance, infrastructure, financial management, resource management and planning to successfully deliver scope within schedule and cost. Throughout the life cycle of the program, this role is expected to engage key stakeholders and leaders across the organization and to provide strategic leadership to individual project managers. This role is responsible for: - Assisting in the optimization, prioritization and execution of the portfolio by ensuring the business case is credible, facilitating the Investment Optimization (IO) planning process and providing thought leadership on the constraints, costs, and implementation strategies required to provide optimal execution and achievement of reengineering goals. - Providing vision, leadership and innovation to project teams responsible for the delivery of the program's projects that are often complex, cross-organizational initiatives in support of strategic objectives. - Ensuring goals, metrics and objectives of the program are clearly defined and agreed upon with the program sponsorship/steering committee and cascaded throughout the program team. - Negotiating with organizational managers to initiate or continue programs and/or projects based on business performance and available organizational resources. - Providing strategic management of the program to achieve the organizational objectives, including optimal resource allocation for both the implementation and ongoing maintenance of the program. - Assessing and monitoring the program's performance and implementing corrective actions to keep program on track and within budget. - Maintaining the financial gating process for the program, providing leadership and guidance to the project managers while holding them accountable to the established project plans. - Developing and maintaining a roll-up work plan which indicates the program's key dependencies, resources, time-frame for completion, deliverables, risks, issues and progress against plan and providing an update to the Steering Committee while outlining key escalations and decisions required. - Conducting periodic briefings and status updates to executive sponsors and program Steering Committee and facilitating discussions to resolve issues and obtain sign off. - Building and sustaining key relationships with stakeholders to ensure that outcomes and goals are achieved. - Providing leadership to ensure that all policies and procedures are adopted and successful in the PMO. Proposing enhancements to the organization's Project Management Methodology / Framework. - Ensuring adequate controls exist for underlying projects and that all projects are managed within the company's project delivery framework founded on the CMMi methods. The ideal candidate for this position must possess: - Self-directed leadership and drive - The ability to balance approach to political, economic, social, technological, and administrative factors - Demonstrated experience leading multiple complex programs from design to delivery - The ability to think strategically and effectively lead, influence, communicate and interact with people of all levels across the organization, including external partners as required - Objective decision making ability, strong analytical and problem solving skills - Solid understanding of Project, Program and Portfolio Management methodology, tools and techniques, including Capability Maturity Model integrated (CMMi) methods - Outstanding presentation and facilitation skills - The ability to adjust quickly to changing situations and to drive results through ambiguous environments or unexpected obstacles - Demonstrated experience motivating/mentoring others and managing significant change management efforts Compensation: Hourly W2 pay: $80.00 to $85.00/hour We have access to additional contract, contract-to-hire, and direct hire positions with various rate ranges. If you have the qualifications described and are interested in this exciting opportunity, apply today! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year—in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF, and Illinois) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job DescriptionDescription: At Great Waters Financial, the Client Experience Advisor (CEA) plays a vital role in delivering exceptional service and personalized support to our clients. Rooted in a culture of collaboration and attention to detail, this position is central to ensuring clients feel empowered and well-informed throughout their journey with us outside of in-person meetings. The CEA provides ongoing guidance outside of formal meetings, serving as a readily accessible expert resource via email and phone for a wide range of financial planning needs and inquiries. As a licensed, trusted advisor and service champion, the CEA helps clients navigate challenges with clarity and confidence, strengthening their overall experience and deepening client relationships. Responsibilities: • Deliver timely and proactive financial advice to clients via phone call or email, addressing planning inquiries outside of formal meetings., • Collaborate cross-functionally to coordinate and manage client planning needs across the Operations department., • Serve as the primary point of contact for all client communication and inquiries outside of in-person meetings., • Establish and manage timelines for client-related action items within service platforms, including Salesforce, Orion, Moneyguide, and Holistiplan., • Foster and maintain strong client relationships through prompt and personalized responses to inquiries and service requests., • Share industry insights and internal research to keep clients informed on relevant updates. Requirements:, • Series 65 (or Series 7 and Series 66), • Life & Health insurance license, • Excellent verbal and written communication skills The salary range for this role is $60,000.00 - $78,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical, Dental, and Vision insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance.

Job Description Fast growing wealth management team at an independent RIA with over $4 Billion under management. Team delivers advanced financial planning, tax strategy, and decision consulting to clients. This role is ideal for those seeking to grow into a lucrative career in financial services operations but maintain a high degree of work flexibility to manage work/life balance. We are especially interested in you if you like the idea of supporting a team to make a meaningful impact to clients lives as a result of your work and ideas. Why This Opportunity? • Competitive starting compensation for a hire with limited experience in wealth management admin., • Have history of high increases in compensation for high performing staff, our goal is to grow team members to top 10% talent who gets paid at the top 10% for their role in the industry., • Highly flexible work schedule. Can shift times around to meet personal needs; perfect for balancing family responsibilities with work., • Participate in discussion and share ideas for delivering more value to clients, improving the client experience, and increasing team efficiency., • Be a first point of contact for clients as they call in with questions and operational needs., • Implement account openings, money movement, and various paperwork items for clients, • Maintain and organize client details in several software systems such as Schwab Advisor Center, Redtail, Albridge OneView, MindJet Mindmanager, and eMoney Advisor, • At least 4 years of operations for a financial advisor, financial planner, or wealth management team, • Possess a “no task is beneath me attitude”, • Exhibit superior problem-solving skills and ability to sometimes complete projects with minimal guidance/assistance, • Embody strong initiative and desire to identify and implement projects that would benefit the team, • Possess ability to seamlessly switch between client servicing, team management and operations work, • 401(k) Plan with attractive company match that is 100% vested., • Company-subsidized medical, dental, short-term and long-term disability benefits, • Flexible and generous paid time off (3.5 weeks) with company paid holidays. Keywords: Admin, Administrative, Advisor, Assistant, Broker, Brokerage, Dealer, Client, Investments, RIA, Securities

Job Description Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you are Self-disciplined, independent and driven to succeed, motivated by helping others and seeing them achieve their goals, a natural coach or guide with strong interpersonal skills, or passionate about living a life of generosity by serving others, not just selling products. Benefits: • Medical, dental and vision insurance, • 401k, • Disability insurance, • Well-being programs, • Commissions Responsibilities: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Requirements: • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Plan to attend and meet face-to-face with hiring managers. Candidates will be considered for this position whether or not you attend the job fair. Pre-Register online at: Minneapolis Diversity Job Fair Monday, September 22, 2025 10:00AM - 12:30PM Embassy Suites by Hilton Minneapolis Airport 7901 34th Avenue South Bloomington, MN 55425 All of the companies at our job fairs have open positions they are seeking to fill. Tips for Success: * Pre-register—Receive notifications of any updates or changes to the event, and receive information about upcoming events in your area. * Dress professionally—First impressions go a long way. * Bring multiple copies of your resume. * Arrive anytime between 10 AM and 12:30 PM—Plan to spend 45 minutes to 1 hour at the event. * Bring a friend—All job seekers are welcome. * Prepare a brief but effective “brag” to let the people you meet get to know you. * Keep an open mind—Meet with as many of the companies as you can; you may be pleasantly surprised at what you find. Remember, the best way to be considered for a position is to meet the hiring managers in person. Plan to attend this event! (Candidates will be considered for this position whether or not you attend the job fair.) Pre-Register online at:

Executive Advisory Firm Seeks Consulting Chief Financial Officer (CFO). Consulting Chief Financial Officer (CFO) Advisor to work with the other principals in our firm to provide the best solutions to our clients across the globe. ExecHQ is an advisory firm comprised of executives with extensive C-Su

We are seeking a detail-oriented and proactive Financial Planning Platform Manager to oversee the day-to-day administration and ongoing development of our advisor-facing financial planning billing, invoicing, and payment platform (AdvicePay). Financial Platform Management Opportunity in Financial Se

The Senior Manager of Field Engagement serves as a central liaison between Ameriprise and Financial Institution Program Leaders, ensuring smooth transitions and sustained advisor performance. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our un

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries., • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives., • Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career., • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.Meet Our Leaders: Josh Willour Managing Director: • Time with Northwestern Mutual: 16 years, • Previous Experience: Started as an intern and has built his career with Northwestern Mutual since., • Outside Interests: Passionate about family lifespending time with his wife and their five kids traveling, enjoying sports, and being together as often as possible.Seth Hendricks Financial Representative:, • Time with Northwestern Mutual: 6 years, • Previous Experience: Former Police Officer, • Outside Interests: Enjoys running marathons and Ragnar races, creative play with his son and daughter, and movie nights with his wife.Halsted Knutson Wealth Management Advisor:, • Time with Northwestern Mutual: 4 years, • Previous Experience: Was pursuing a Doctorate in Chiropractic Care before joining NM., • Outside Interests: Loves traveling with his wife and four kids, trying new coffee shops, staying active, coaching his daughters softball team, and spending time outdoors.Dave Dettmann Wealth Management Advisor:, • Time with Northwestern Mutual: 14 years, • Previous Experience: Former teacher and photographer, • Outside Interests: Enjoys time with family and friends, boating, wakeboarding, and attending music festivals.Michelle Lother Associate Wealth Management Advisor and College Unit Director:, • Time with Northwestern Mutual: 5 years, • Previous Experience: Graduated from Mankato State University with a degree in General Finance; played college basketball., • Outside Interests: Loves walking her dog, exploring new breweries, traveling with her fianc, and tackling new home projects.About Us: The Willour District of Northwestern Mutual is a high-performing, purpose-driven team within NMTC East. With a strong culture of collaboration, leadership, and impact, were committed to helping clients build better financial futures while developing top-tier advisors. Known for our innovation, diversity, and nationally ranked internship program, we also give back through causes like Pinky Swear and Best Christmas Ever. Here, success is sharedand built to last. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionQualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Willour is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Entry-Level Financial Advisor – Foster Klima Location: The Foster Klima agency is in MN, ND, and SD. We can only hire Agents / Advisors who reside in MN, ND, and SD. As an Agent / Advisor for Foster Klima, there is no Sales Territory. Our Agents / Advisors can do business with any client who resides in the USA. No territory restrictions — serve clients nationwide Location: The Foster Klima agency is in MN, ND, and SD. We can only hire Agents / Advisors who reside in MN, ND, and SD. As an Agent / Advisor for Foster Klima, there is no Sales Territory. Our Agents / Advisors can do business with any client who resides in the USA. Remote Work: Potential for full remote work after training and licensing Compensation: First-year average $80,000 – $105,000 with high earning potential Start Your Career in Financial Services with Purpose and Support Are you looking for a meaningful career where you can help others while building your own future? At Foster Klima, we’re looking for motivated individuals who are ready to start their journey as financial advisors. No prior experience in finance is required — just a passion for helping people and a desire to grow. We’ll provide the training, mentorship, and tools you need to succeed. You’ll work with individuals and businesses to help them understand their financial goals and create personalized strategies to achieve them. Training & Licensing Support We cover the cost of your licensing and provide full support as you earn: • Life & Health Insurance License (within 90 days of hire), • Securities Licenses (6/63, 7 and 65/66. 7 & 65/66 preferred), • All educational materials are provided through Kaplan, a leading provider of licensing prep. Benefits & Rewards • Competitive compensation with bonuses and training allowances, • Pension, 401(k) with match, health, dental, and vision insurance, • Personalized coaching and career development opportunities, • Potential for leadership roles and long-term career growth, • Build relationships with clients in your community and beyond, • Learn to assess financial needs and create customized plans, • Receive ongoing support and mentorship from experienced advisors, • Use modern tools and technology to manage client accounts, • Grow your client base through networking and referrals Qualifications: What We’re Looking For • A self-starter with a strong work ethic and a desire to learn, • Passionate about helping others and making a difference, • Comfortable talking to people and building long-term relationships, • Open to feedback and mentorship, • Interested in a career with flexibility and growth potential About Company About Foster Klima Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we’re committed to helping our clients — and our advisors — build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures. Let’s Talk! If you’re ready to start a career that offers purpose, flexibility, and growth, we’d love to hear from you. No sales territory restrictions — you can work with clients across the U.S. once licensed.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Willour District - Northwestern Mutual! Why Current and Former Athletes Can Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes can excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located: 576 Bielenberg Drive Suite 250 Woodbury, MN 55125 Meet some of our local team, many who have excelled in athletics: Josh Willour Managing Director: • Time with Northwestern Mutual: 16 years, • Previous Experience: Started as an intern and has built his career with Northwestern Mutual since., • Outside Interests: Passionate about family lifespending time with his wife and their five kids traveling, enjoying sports, and being together as often as possible.Seth Hendricks Financial Representative:, • Time with Northwestern Mutual: 6 years, • Previous Experience: Former Police Officer, • Outside Interests: Enjoys running marathons and Ragnar races, creative play with his son and daughter, and movie nights with his wife.Halsted Knutson Wealth Management Advisor:, • Time with Northwestern Mutual: 4 years, • Previous Experience: Was pursuing a Doctorate in Chiropractic Care before joining NM., • Outside Interests: Loves traveling with his wife and four kids, trying new coffee shops, staying active, coaching his daughters softball team, and spending time outdoors.Dave Dettmann Wealth Management Advisor:, • Time with Northwestern Mutual: 14 years, • Previous Experience: Former teacher and photographer, • Outside Interests: Enjoys time with family and friends, boating, wakeboarding, and attending music festivals.Michelle Lother Associate Wealth Management Advisor and College Unit Director:, • Time with Northwestern Mutual: 5 years, • Previous Experience: Graduated from Mankato State University with a degree in General Finance; played college basketball., • Outside Interests: Loves walking her dog, exploring new breweries, traveling with her fianc, and tackling new home projects.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Willour is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At the Willour District, were more than a top-performing teamwere a community built around growth, impact, and purpose. With 25+ high-caliber professionals and bold goals like surpassing $1.0 million in U5 FYC and serving 400+ planning clients, were setting the standard in financial services. Known for our leadership in teaming, diversity and inclusion, and advisor development, were proud to be a top-10 internship district and a destination for talent seeking meaningful careers. Our culture is deeply rooted in collaboration, connection, and giving back. We proudly support organizations like Pinky Swear Foundation and Best Christmas Ever, reflecting our commitment to both our clients and our community. If youre driven by purpose and ready to grow in a values-based environment, the Willour District is the place to start your next chapter. Our thriving office is located: 576 Bielenberg Drive Suite 250 Woodbury, MN 55125 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Josh Willour Managing Director: • Time with Northwestern Mutual: 16 years, • Previous Experience: Started as an intern and has built his career with Northwestern Mutual since., • Outside Interests: Passionate about family lifespending time with his wife and their five kids traveling, enjoying sports, and being together as often as possible.Seth Hendricks Financial Representative:, • Time with Northwestern Mutual: 6 years, • Previous Experience: Former Police Officer, • Outside Interests: Enjoys running marathons and Ragnar races, creative play with his son and daughter, and movie nights with his wife.Halsted Knutson Wealth Management Advisor:, • Time with Northwestern Mutual: 4 years, • Previous Experience: Was pursuing a Doctorate in Chiropractic Care before joining NM., • Outside Interests: Loves traveling with his wife and four kids, trying new coffee shops, staying active, coaching his daughters softball team, and spending time outdoors.Dave Dettmann Wealth Management Advisor:, • Time with Northwestern Mutual: 14 years, • Previous Experience: Former teacher and photographer, • Outside Interests: Enjoys time with family and friends, boating, wakeboarding, and attending music festivals.Michelle Lother Associate Wealth Management Advisor and College Unit Director:, • Time with Northwestern Mutual: 5 years, • Previous Experience: Graduated from Mankato State University with a degree in General Finance; played college basketball. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Willour is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Experienced Financial Advisor The Foster Klima agency is in MN, ND, and SD. We can only hire Agents / Advisors who reside in MN, ND, and SD. As an Agent / Advisor for Foster Klima, there is no Sales Territory. Our Agents / Advisors can do business with any client who resides in the USA. No territory restrictions — serve clients nationwide Compensation: Great Potential, High Earning potential with 4-year enhanced commissions to help start your business, Draw, Training Allowance, and Bonuses. The 2024 Financial Professionals top 100 average income, with draw, incentives, commissions, and renewals, exceeds a seven-figure income Remote Flexibility: Full remote potential after onboarding Elevate Your Practice. Expand Your Impact. Foster Klima is seeking seasoned financial advisors who are ready to scale their practice with the support of a firm that respects their experience and empowers their growth. Whether you’re looking to transition your book of business, enhance your client offerings, or gain access to industry-leading resources, we offer a partnership designed to help you thrive. We understand the value of your expertise and offer a platform that allows you to maintain independence while benefiting from deep infrastructure, collaborative culture, and unmatched earning potential. What You’ll Gain • Strategic Growth Support: Business development coaching, marketing resources, and planning tools., • High Earning Potential: One of the most lucrative contracts in the industry., • Comprehensive Benefits: Pension, 401(k) with match, health, dental, and vision insurance., • Leadership Pathways: Opportunities to mentor, lead, and shape the future of the agency., • Deepen relationships with existing clients and expand your reach through strategic growth, • Deliver comprehensive financial planning tailored to each client’s unique goals, • Leverage Foster Klima’s platform to streamline operations and enhance client outcomes, • Collaborate with a network of high-performing advisors and mentors, • Minimum 2–3 years of experience as a financial advisor or representative, • Proven success in client acquisition, retention, and relationship management, • Go-getter mindset with a commitment to client-first service, • Strong communication skills and a collaborative spirit, • Licensed (Life & Health, SIE, Series 7, Series 65/66)About Company About Foster Klima Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures. Let’s Talk! If you’re ready to start a career that offers purpose, flexibility, and growth, we’d love to hear from you. No sales territory restrictions — you can work with clients across the U.S. once licensed.

Job DescriptionBenefits: • Stipend, • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our commitment to community involvement includes: • $1,000,000 raised for M-Health Fairview Childrens Masonic Hospital to fight childhood cancer., • Annual participation in The Big Climb Minneapolis for Leukemia and Lymphoma Society., • Volunteering with The Miracle League, supporting children with disabilities through baseball.Our growing office is located: 8530 Eagle Point Blvd. Suite 200 Lake Elmo, MN 55042 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Sarah Walter: Managing Director • How long with NM? 21 years, • Previous experience? Straight out of college with a Finance degree, she held roles including Financial Representative, Director of Training, Development Officer, Chief Growth Officer, Associate Managing Partner, and now Managing Director., • Passionate about? Spending time with her family at their lake place in Alexandria, MN, fitness, traveling, great restaurants, and capturing memories through scrapbooking.Debbie Blattner: Director of Operations, • How long with NM? 20 years, • Previous experience? Worked at Cargill in IT Help Desk and as a Procurement Coordinator., • Passionate about? Enjoys biking, reading, live music, and spending time with her husband, Justin, and their adult children.Joel Seleskie: Wealth Management Advisor, • How long with NM? 24 years, • Previous experience? Began career with Northwestern Mutual straight out of college., • Passionate about? Loves boating, wakeboarding, and cheering on his kids in their sports activities like hockey, baseball, and football.Emma Traun: Financial Representative, • How long with NM? Started in '24., • Previous experience? Former Staffing Consultant., • Passionate about? Spin, weightlifting, traveling, sunbathing, and trying new foods.Kevin Snelling: Financial Advisor, • How long with NM? Started in '24., • Previous experience? Former Chief Operating Officer at a business consulting firm. Average Income Year 14: • Average: $133,150, • Top 25%: $293,241, • Top 10%: $434,517Average Income in Years 5+:, • Average: $732,016, • Top 25%: $1,770,013, • Top 10%: $2,413,931Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. We offer the potential for a first year stipend to help with your career transition., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Walter is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Stipend, • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our commitment to community involvement includes: • $1,000,000 raised for M-Health Fairview Childrens Masonic Hospital to fight childhood cancer., • Annual participation in The Big Climb Minneapolis for Leukemia and Lymphoma Society., • Volunteering with The Miracle League, supporting children with disabilities through baseball.Our growing office is located: 8530 Eagle Point Blvd. Suite 200 Lake Elmo, MN 55042 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Sarah Walter: Managing Director • How long with NM? 21 years, • Previous experience? Straight out of college with a Finance degree, she held roles including Financial Representative, Director of Training, Development Officer, Chief Growth Officer, Associate Managing Partner, and now Managing Director., • Passionate about? Spending time with her family at their lake place in Alexandria, MN, fitness, traveling, great restaurants, and capturing memories through scrapbooking.Debbie Blattner: Director of Operations, • How long with NM? 20 years, • Previous experience? Worked at Cargill in IT Help Desk and as a Procurement Coordinator., • Passionate about? Enjoys biking, reading, live music, and spending time with her husband, Justin, and their adult children.Joel Seleskie: Wealth Management Advisor, • How long with NM? 24 years, • Previous experience? Began career with Northwestern Mutual straight out of college., • Passionate about? Loves boating, wakeboarding, and cheering on his kids in their sports activities like hockey, baseball, and football.Emma Traun: Financial Representative, • How long with NM? Started in '24., • Previous experience? Former Staffing Consultant., • Passionate about? Spin, weightlifting, traveling, sunbathing, and trying new foods.Kevin Snelling: Financial Advisor, • How long with NM? Started in '24., • Previous experience? Former Chief Operating Officer at a business consulting firm. Average Income Year 14: • Average: $133,150, • Top 25%: $293,241, • Top 10%: $434,517Average Income in Years 5+:, • Average: $732,016, • Top 25%: $1,770,013, • Top 10%: $2,413,931Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. We offer the potential for a first year stipend to help with your career transition., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Walter is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionSalary: Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Dont worry, we dont expect you to know everything on day one. Thats why youll receive in-depth training and partner with industry experts until youre ready to do it on your own. THIS CAREER OFFERS YOU: • Stipends for training and licensing to help you get started., • The ability to positively impact someone else's life., • Personalized mentoring, coaching, and award-winning training programs., • Backing by Northwestern Mutual, an industry leader with a proven track record of success. CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if youd be a good fit? See how many of the characteristics below match up to you: • You know how to connect with people, building personal, trusted relationships., • Financial planning is interesting to you., • Youre a driven person whos committed to succeeding., • Youre ready to earn more for your hard work., • You enjoy helping people make more informed, confident decisions., • You're ready to live the life you want, both personally and professionally. Comprehensive benefits package: • Comprehensive medical, dental, and vision insurance, • Two funded pension plans, • Life and disability insurance, • Health care and dependent care reimbursement accounts, • Adoption assistance, • Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. Recent Awards and Accolades: • FORTUNE 97, • Unsurpassed Financial Strength with total company assets of $290 billion., • 96% of policy owners stay year after year., • Top 10 Independent Broker-Dealer. Financial Advisor Magazine., • $161 billion client assets held or managed by Northwestern Mutual., • The largest direct provider of life insurance in the US., • 4.6+ million total clients, • Industry leader in total dividend payout with over $6 billion. Equal Employment Opportunity Policy: Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Application Deadline: 10/30/2025 Address: 1780 W Highway 36 Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: • Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success., • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs., • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! • This is a licensed position requiring the SIE, Series 6, 63, Life and Health, • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies., • Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact., • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities., • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions., • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition., • Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan., • Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality., • Executes quality customer review meetings for retention and relationship expansion purposes., • Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships., • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client., • Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies., • Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules., • Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation., • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures., • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity., • Monitors individual exception reports and takes action to remove exceptions., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Executes work to deliver timely, accurate, and efficient service., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently on a range of complex tasks, which may include unique situations., • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required., • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability., • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date)., • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies., • Excellent understanding of brokerage and insurance products., • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required., • Excellent understanding of personal trust and investment management – required., • In-depth knowledge of client portfolio management., • Technical proficiency gained through education and/or business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description Hazen and Sawyer is seeking project managers with experience from concept creation to project implementation for our growing industrial wastewater and water business. Hazen and Sawyer is a national leader in all things water, with a growing geographic presence in the US, including over 60 offices and over 1,300 water professionals. Our industrial client business is growing across the US, building on our reputation for technical and delivery innovation. Our PMs work with senior experts from diverse backgrounds to make sure we “solve the right problem” and then “solve it the right way.” We are looking for individuals who understand how our clients use water (tied to their manufacturing/ production processes), can think broadly about how to solve problems, and be a trusted advisor to our clients as solutions are developed and implemented. Hazen has a “one team” culture that allows us to deploy the right talent to the right project, regardless of location. As a PM, you will be active in doing and selling, helping us build client relationships through performance-based project delivery. Responsibilities • Project management for water and wastewater projects for industrial clients across a variety of sectors., • Holistic problem solving for clients considering their production, business operations, regulatory constraints, and financial expectations., • Direct coordination and collaboration with industrial clients., • Coordination with internal technical specialists and discipline design professionals for project delivery., • Work with Hazen’s Corporate Industrial Water Lead to develop new opportunities, including client development and proposal development, including delivery approaches, technical scopes, and fees., • Greater than 5 years of experience managing wastewater and water management projects for industrial clients., • Experience working in all project phases from planning through design. Commissioning, startup, and operations experience is a plus., • BS in civil, environmental, chemical, mechanical engineering or related field is required., • MS or PhD in the same fields is a plus., • Experience working in food and beverage, agribusiness, specialty chemicals, high tech, pharmaceuticals, or manufacturing is required. Experience working in industries affected by the energy transition, including renewable fuels, renewable natural gas, or related industries is a plus., • Excellent verbal and written communication skills., • Primary - Mid Atlantic or Midwest regions, • Secondary - Southeast or West, • If we found a great candidate -- We would also consider Northeast, Southwest, or Intermountain, • Office location is flexible, but locale near an existing Hazen office is a plus.

Job Description Virtual Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. In this role, you’ll gain experience working with clients virtually, gain confidence with Thrivent’s Financial Planning Framework and Advice tools, and start to build a book of business. With access to a large existing client base and supported by Thrivent’s unique focus on community engagement, the work you’ll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. We’ll support your goal of joining a financial advisory team in your area or leading your own practice. NOTE: This is a hybrid role. You will work in the office about 3 days per week and remotely on other days, meeting with clients virtually. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: • Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith, • Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs, • Have access to a large existing client base, and have the ability to help your friends, family and natural market, • Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, • Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so, • Have hybrid flexibility, working in the office alongside your colleagues some days with the ability to work remotely on others What You Bring Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: • Self-disciplined, independent and driven to succeed, • Motivated by helping others and seeing them achieve their goals, not just selling products, • A natural coach or guide with strong interpersonal skills, • Positive, energetic & results oriented Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply, • FINRA Series 7, 63/65 or 66 required or obtained within 90 days, • State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days, • Eligibility to be securities registered and insurance licensed in all 50 states, • Sales experience, • Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage, • A base pay of $24.03-$26.44 per hour with additional monthly sales bonuses based on sales results and your client impact, • Comprehensive medical, vision and dental, • 401(k) matching and a pension plan, • Life and disability income insurance, • Maternity/paternity leave as well as adoption and surrogacy assistance, • Tuition reimbursement, • Four weeks of paid time off, plus up to 20 hours of volunteer time off, • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to?provide?investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *