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Job Description 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 make an impact in 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. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 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. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. 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 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. Desired Characteristics 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., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. 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. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • 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 as you build your business., • 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., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. 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, 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.

Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors has opportunities in: San Diego and Irvine, California. Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Must be coachable and bring a willingness to learn. Responsibilities • Provide financial planning support to clients, • Support investment professionals to cultivate client relationships, • Prepare financial plans and check their accuracy Qualifications • Bachelor’s degree in finance or related field, • Minimum 3+ years of industry experience, • Must hold current licensing (Life + Series 7 & Series 66) or equivalent., • Strong understanding of the investment business, • Excellent interpersonal & communication skills This position will offer: • The ability to work with an existing client base lead, • Access to LPL Financials’ full open‑architecture independent platform, • The ability to build a strong book of business with Prudential’s exceptional referral programs, • The opportunity to create client solutions without proprietary product sales requirements, • Compensation that is 100% benefitable, regardless of the product or company you sell, • All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities), • The look and feel of an independent advisor—with the benefits of being an employee, • Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits, • We have two different paths of employment We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smoothly as possible. Let’s have a confidential conversation today, please reach out to me directly at 503-444-0370 or amy.springer@prudential.com.

Episcopal Diocese of San Diego – Chief Financial Officer The Episcopal Diocese of San Diego is a constituent member of The Episcopal Church, which provides a welcome and a worshiping community in the Anglican tradition through 45 churches located throughout southern California and one county in Arizona. The Diocese’s mission is to connect an ever-growing number of people to God in Jesus Christ through discipleship, evangelism, and service. We are a loving, inclusive community that welcomes all people without regard to gender, race, ethnicity, or sexual identity. Position Summary The Chief Financial Officer is a member of the Bishop’s Executive Team and serves as Treasurer of the Episcopal Diocese of San Diego and Treasurer of Diocesan Convention. Reporting directly to the Bishop, the CFO provides executive leadership for diocesan finance, administration, human resources, property, insurance, risk management, technology, governance support, and congregational advisory services. The CFO oversees EDSD’s $2.8M annual operating budget, $16M investment portfolio, financial systems, administrative operations, and related personnel. The CFO supervises three staff members, including the diocese’s Controller, Accountant, and Mission Real Estate Portfolio Manager. Essential Responsibilities Executive Leadership · Report directly to Bishop and serve as a member of the Bishop’s Executive Team and principal advisor on financial, administrative, operational, human resources, property, insurance, risk management, technology, and governance matters. · Serve as the Bishop’s liaison to finance, property, budget, audit, human resources, and mission real estate committees and task forces. · Represent the Diocese in negotiations, transactions, partnerships, and external relationships as designated by the Bishop. · Advise congregations on finance, human resources, property, and administrative matters, drawing on a deep understanding of individual congregations and their financial capacity. Finance, Treasury, and Governance · Serve as chief financial advisor to the Bishop, Executive Council, Standing Committee, Diocesan Convention, and diocesan leadership. · Direct financial operations, including budgeting, forecasting, accounting, treasury, cash management, cash-flow planning, investments, banking relationships, internal controls, audits, congregational audit guidance, financial reporting, restricted funds, grants, and loans. · Serve as Treasurer of the Diocese and Diocesan Convention, presenting budgets, financial statements, assessments, investment reports, financial resolutions, analyses, and recommendations as required. · Oversee diocesan approval processes, financial policies, records, reporting systems, and compliance related to loans, leases, property transactions, contracts, major commitments, accounting, tax, nonprofit, church, and civil requirements. Strategic Plan Implementation · Works with Bishop, executive team, and ministry leaders to implement the diocese’s Strategic Plan. · Provides executive oversight of strategic plan initiatives to increase clergy affordability and create congregational plans for strategic and secure uses of church property. · Leads creation of budgets and financial timelines for use of funds raised and grants received for the Strategic Plan. Mission Real Estate Oversight · Oversight of staff, ministry team, and grant funding that supports the Diocese’s work with congregations to develop real estate in ways that meet a need in the community, bring in financial resources to support the congregation, and offer a ministry opportunity for the church. Human Resources and Benefits Administration · Direct diocesan human resources and benefits administration, including compensation, recruitment support, employee relations, personnel policies, handbooks, payroll oversight, retirement and leave programs, and compliance with federal, state, and church requirements. · Advise congregations on clergy and lay employment matters, compensation practices, benefits administration, human resources policies, employee engagement, leadership development, and workforce planning. Property, Grants, Insurance, and Risk Management · Provide executive oversight for diocesan and congregational real estate matters, including property tax exemptions and issues, leases, loan agreements, easements, development agreements, acquisitions, dispositions, and related property documents. · Support affordable housing initiatives, capital projects, redevelopment opportunities, strategic asset management, facilities planning, mission-aligned property use, grants, restricted funds, project financing, and special initiatives. · Oversee diocesan insurance and risk management programs, including carrier and broker relationships, coverage requirements, claims coordination, congregational guidance, compliance monitoring, and risk mitigation strategies. Administration, Technology, and Supervision · Oversee diocesan administrative operations, technology systems, financial and accounting systems, donor management and automation initiatives, records management, archiving, Microsoft 365, SharePoint, cybersecurity awareness, data protection, records retention, process improvement, and operational continuity. · Serve as a resource to congregations, clergy, wardens, treasurers, vestries, and ministry leaders on finance, accounting, governance, property, human resources, insurance, compliance, stewardship, sustainability, and effective administration, including workshops and educational programs. · Supervise diocesan finance, human resources, administrative, and support personnel; establish departmental goals, priorities, and performance standards; and foster collaboration across diocesan ministries and departments. · Maintain strong relationships with congregations, clergy, volunteers, diocesan staff, and external partners, and perform other duties as assigned by the Bishop. · Supervise the work of three staff: Controller, Accountant, and Mission Real Estate Portfolio Manager. Qualifications · Executive-level experience in finance, administration, nonprofit management, human resources, risk management, or a related field. · Strong knowledge of fund accounting, investments, budgeting, nonprofit governance, employment practices, and organizational leadership. · Excellent analytical, communication, negotiation, and presentation skills. · Ability to work effectively with bishops, clergy, governing bodies, staff, volunteers, congregational leaders, and external partners. · Commitment to the mission and ministry of the Episcopal Diocese of San Diego; knowledge of Episcopal polity preferred. · Experience with affordable housing development preferred. Salary Range: $145,000 to $155,000 Benefits: Health Insurance, Disability, Pension Plan Shared Appreciation Loan funding available to help with the purchase of a home

*Must be in San Diego or willing to relocate to San Diego area. Our La Jolla, CA office is one of the top offices in the nation, and we are expanding! We are growing and looking to add Advisors to the firm! Career changers wanted!! Our Financial Advising opportunity with Northwestern provides all of the training, mentoring, start up costs associated with starting a business. The role of a Financial Advisor is to help people accomplish their most important financial goals more efficiently. Your role will be to consult with clients and implement the necessary products and services. This career is not based on one-size fits all solutions but rather on a consultative approach to understanding and building relationships with clients. We offer insurance planning, investment planning, estate planning, and business planning. Our best advisors are career disturbed for one of a few reasons. They want to have a bigger impact, they're capped financially, they want more growth opportunities or they want more control of their life. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The advisor career with Northwestern Mutual allows one the opportunity to: · Provide expert guidance and innovative solutions for the comprehensive planning needs of individuals, families, and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. · Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success. · Maintain flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities. · Develop a career that provides the opportunity to improve the lives of people in our community, coupled with substantial income potential. The Greater Southern California marketplace is the number one marketplace nationally for our company and our office is growing rapidly. Northwestern Mutual emphasizes a developmental culture and we strive to find individuals who are committed to high levels of growth and success in every area of their lives. Some of our accolades include: · Fortune 100 Company · Number one "World's Most Admired" company by Fortune magazine for over 25 years · Named one of the “50 Best Companies to Sell For” by Selling Power magazine · Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine · Top 10 independent broker-dealer We offer a comprehensive compensation and benefits program which includes: · Unlimited Income Potential · Leadership Opportunities · Sponsorship of Licensing/Credentialing · Significant Development Stipends · Medical/Vision/Dental Coverage · Two fully funded retirement plans; Pension Plan and 401(k) Desired Skills and Experience: BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. 3 years sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. Job Type: Full-time Pay: $80,000.00 - $200,000.00 per year Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Retirement plan, • Vision insurance Compensation package: • Bonus opportunities, • Commission pay, • Signing bonus Weekly schedule: • Monday to Friday Work setting: • Hybrid remote, • Office COVID-19 considerations: Hybrid environment Ability to commute/relocate: • La Jolla, CA 92037: Reliably commute or planning to relocate before starting work (Required) Education: • Bachelor's (Required) Experience: • business development or sales: 3 years (Preferred) Work Location: Hybrid remote in La Jolla, CA 92037

Financial Services Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. 6. A full list of our awards is available here: _. 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

Financial Services Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. 6. A full list of our awards is available here: _. 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Divide

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The key responsibilities of the role include: • Prepares client presentations and ensures all portfolio materials are ready for client meetings. Creates custom asset allocations and reviews performance for accuracy. Identifies possible issues and amends prior to client meetings., • Communicates actively with clients and Portfolio Advisors on client requests. Develops clear understanding of clients' needs behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes or process transactions. Handles routine issues independently while engaging the appropriate PA as needed., • Collaborates with the Client Service team on a regular basis to receive and communicate information on all aspects of a client relationship or portfolio., • Processes client cash requests. Determines account in which to raise funds and submit trades for approval by the Portfolio Advisor., • Analyzes client accounts based on client investment guidelines to identify issues. Rebalances portfolios with Portfolio Advisor guidance., • Manages client investment objective letters proactively for Portfolio Advisors such that they are updated before expiring., • Completes the GDWM training and demonstrates a proficient level of use., • Manages the entire process for the Client Service team's monthly compliance (REV) meeting., • Ensures that accounts have proper documentation and/or coding for existing or new clients (i.e., non-guidance holdings, concentration holdings, IPS forms, address changes, statement addresses, investment guidelines, fees, etc.) and ensures files are properly organized and maintained., • Runs various reports for Portfolio Advisors or clients, as requested., • Researches tax costs issues and works with the tax department to correct discrepancies and verify adjustments on client accounts., • Initiates transactions requested by the client (i.e. remit proceeds, stock gifting requests, etc.). Processes physical stock/bond certificates and completes DTC transfers., • Follows up with clients on inquiries via the telephone or written correspondence., • Processes trades by established deadlines with direction from Portfolio Advisor., • Adheres to National Investment Guidelines., • Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures., • Impacts the quality, timeliness and effectiveness of the team; uses discretion to modify work practices and processes to achieve results or improve efficiency. The successful candidate will benefit from having: • 1+ year Relevant work experience, • Demonstrated interest in investments, • Initiative, diligence and attention to detail. Manages priorities well. Salary Range: $72,680 - 109,020 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in San Diego, CA. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. Fluent in Tagalog preferred but not required. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Tagalog Speaking - Preferred Base Salary: $63,000.00 $105,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

About the Role Our client is looking for a Sales Executive, Pension Software to grow their client base and deepen relationships with existing clients. This is a full-cycle sales role, from cold outreach and lead qualification through demos, proposals, and closing, and it sits at the intersection of pension expertise and client-facing sales. Represent a mission-critical compliance platform that organizations legally cannot operate without. With an established customer base, exceptional client loyalty, strong referral-driven growth, and high switching costs that reinforce long-term partnerships, you'll spend less time creating demand and more time closing business and expanding relationships. You'll be the face of our client: building relationships with TPAs, plan sponsors, and industry contacts, representing the organization at trade shows and conferences, and helping prospective clients understand how their platform can make work easier. You'll work closely with support and marketing teams, but this role requires someone who can own their pipeline and isn't afraid to pick up the phone. If you know how to prospect, build relationships, and close, and you're motivated by a specialized market with real commission upside, we want to hear from you. Knowledge of the U.S. retirement industry is a genuine asset and will help you hit the ground running, but it's your sales instinct and drive that matter most. Important: To be considered, you must have experience working in the U.S. pension space. Candidates without this experience will not be considered. What You'll Be Doing • Prospecting and cold outreach: identifying new leads, making calls, and building relationships with TPAs, plan sponsors, and others in the pension community, • Managing the full sales cycle from first contact through close, including demos, proposals, and contract execution, • Owning and tracking pipeline activity and reporting on sales progress, • Representing our . industry trade shows and conferences, including planning, attending, generating leads, building relationships, and following up, • Maintaining and growing relationships with existing clients, • Collaborating with support and marketing teams to surface new opportunities and ensure a strong client experience About You You bring: • 3+ years in a customer-facing role, • Proven sales acumen. You're comfortable prospecting, cold calling, and owning a pipeline from first contact to close, • Experience with a CRM (HubSpot or similar) and the discipline to manage your sales cycle without being pushed, • A consultative approach: you build trust, ask the right questions, and know when to move a deal forward, • Strong communication skills and the confidence to engage clients who take their work seriously, • Willingness and enthusiasm to learn about the U.S. retirement industry, • Ability to travel within the U.S. for trade shows and industry events Nice to Have • Familiarity with the U.S. retirement industry, including TPAs, defined benefit/defined contribution plans, recordkeepers, or investment house account management, • Experience at a TPA, pension plan administrator, recordkeeper, or investment firm, • Experience with pension administration software platforms, including CalcAir or comparable solutions Human-Centered, AI-Supported Our client may use AI tools to support and streamline portions of the recruitment process, such as scheduling, application review, and note-taking. AI helps improve efficiency and consistency, but it never replaces human judgment. All hiring decisions are made by people, not machines. Interviews are conducted by real team members who want to learn about your experience and career goals. AI is used to help reduce bias, improve fairness, and streamline processes while keeping human connection at the center of the hiring experience. Trust Comes First Our client aims to be transparent about compensation practices. Salary ranges are posted where required by applicable pay transparency legislation and reflect good-faith estimates based on factors such as role scope, market data, internal equity, and experience. In addition to base salary, employees may be eligible for a comprehensive rewards package that can include health and wellness benefits, paid time off, learning and development opportunities, and other programs designed to support well-being and professional growth. This role also includes a commission plan. FLSA Designation (U.S. Only) Exempt Salary Range The estimated base salary range for this role is USD $63,000 - $77,000 annually. Final compensation will depend on factors including location, experience, qualifications, and market conditions. Other Compensation (U.S. Only) This role is also eligible for participation in a company profit-sharing bonus plan. Sales positions may additionally be eligible to participate in a business commission plan. Details will be provided during the hiring process.

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The key responsibilities of the role include: • Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input., • Assists in development and recommendations designed to achieve investment objectives for specific individual clients., • Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity., • Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity., • Consistently demonstrates increasing proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management., • Provides high level support to the Investment Advisory team. Demonstrates mastery level skill utilizing all tools needed including CRA, Wealthbench, GPS, and WM Alternatives. Provides guidance and mentoring to Investment Associates., • Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting., • Works with manager to understand how to personally contribute towards the execution of initiatives, new capability rollouts, and required training., • Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations., • Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. The successful candidate will benefit from having: • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios., • Analytical and interpretive skills are needed to understand client needs in the context of investment strategies., • Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines., • Minimum 2 to 4 years of investment experience working in investment services industry, • Acts as a resource for colleagues with less experience, • May lead small projects with manageable risks and resource requirements Salary Range: $114,540 - 194,580 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Work Authorization Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). Working with Us As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. Reasonable Accommodation Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior professionals and clients. As a participant, you will: Receive the tools needed for professional growth and career advancement Encounter new opportunities and challenges that will prepare you for the next level Build your professional network and interact with colleagues across the firm Submitting Your Application • Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down., • A single applicant should not create multiple email addresses to apply to additional opportunities About the Division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions. We are committed to helping a diverse global client baseincluding mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments, foundations, third-party wealth firms, and ultra-high-net-worth individualsachieve their financial goals through strategic investment and advisory services. With over $3 trillion in assets under supervision, AWM delivers innovative solutions across traditional public investing and alternative investments, with a focus on long-term performance and client success. A career within AWM at Goldman Sachs means joining a dynamic environment that fosters growth, diversity, and professional development. Our culture values integrity, transparency, and collaboration, encouraging individuals to work as part of a diverse team passionate about their craft and clients. AWM professionals participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. We emphasize an apprenticeship culture, enabling junior team members to learn directly from seasoned professionals • Job Category: Associate, • Locations: San Diego, CA, United States, • Areas of the Firm: Asset & Wealth Management, • Anaplan Salary Range Lower Limit: 160,000, • Anaplan Salary Range Upper Limit: 160,000

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

DescriptionSummary: We are seeking a Senior Analyst to join our West Division Finance team. Reporting to the Regional Finance Manager this position will be responsible for supporting the Pacific Region by performing financial statement, commercial, operational, capital expenditure, and other strategic business analysis activities for the region, while also partnering on regional adherence to financial controls/compliance. Responsibilities:Transform data into information, information into insights and insights into value creation. Through ongoing quantitative analysis, KPIs, tool development and insights generation, inform business decisions and improvement priorities which maximize value creation for the region.Empower leadership by transforming conceptual questions into data-driven insights to drive organizational success.Assist in the development of executive presentations with audiences ranging from local leadership to C-Suite executives. Provide due-diligence support for organic investment opportunities, evaluating if opportunities meet necessary return thresholds.Build and maintain strong relationships across the organization, including internal customers and peers Support other strategic initiatives and projects as assigned by management. Partner on GAAP adherence, compliance with financial controls, and accurate billing/payment to business partners through partnership with centralized accounting. Perform all activities in accordance with the Company’s Mission, Vision and Values, and in compliance with the Company’s policies, procedures and Code of Ethical Business Conduct. Qualifications and skills:Bachelor’s Degree in finance, accounting or related STEM field required. Minimum 5 years of experience in financial planning, business analysis, or strategy.Ability to multi-task, support multiple customers/assignments and adapt in a dynamic environment required. Self-motivated with ability to work with minimal supervision in a team environment required. Excellent quantitative, analytical, interpersonal and communications skills required. Advanced excel and power point skills required. Ability to travel up to 15% of the time required. The hiring range for this position is $100,000 -$128,000 exclusive of benefits or bonuses (discretionary and non-discretionary). The offered base compensation will be determined based on factors such as geographic location, business need, market conditions, proficiencies, skills, education, and experience. Additionally, at Martin Marietta we place a high value on internal pay equity and will consider the compensation for those in similarly situated roles and direct team members. The hiring range for this role represents the base compensation we expect to pay for the position at time of hire and does not represent the total possible base pay of the position. In addition, this role is eligible for our annual bonus program. Bonuses awarded under this program are determined based on the performance of the organization and the employee. In addition to our base compensation, we also offer a competitive benefits package for full-time employees, including medical, dental and vision coverage; prescription drug coverage; health savings accounts; flexible spending accounts; and life, AD&D and disability insurance. We also encourage our employees to plan for the future by offering a 401(k) with a company match and an employer-funded defined benefit pension plan. Other benefits include paid time off, paid holidays, education/tuition assistance, an employee discount program, adoption assistance, wellness programs and more.A member of the S&P 500 Index, Martin Marietta is an American-based company and a leading supplier of heavy building materials – including aggregates, cement, ready-mixed concrete and asphalt. Through a network of operations spanning 28 states, Canada and the Bahamas, dedicated Martin Marietta teams supply the foundational resources upon which our communities thrive. Martin Marietta's Magnesia Specialties business produces high-purity magnesia and dolomitic lime products used worldwide in environmental, industrial, agricultural and specialty applications.At Martin Marietta, we strive to work with the best and the brightest – those who have the potential to become our company's future leaders. Each of our roughly 9,500 people shares a common purpose regardless of their professional role or work environment. Together, we utilize our diverse skills and experiences to drive our company and its extraordinary culture forward. Our aim is to build on our foundation of success and help values-driven and hardworking people realize their full potential. When you decide to invest your career in Martin Marietta, you'll know what it's like to be respected, challenged and rewarded.In return, we offer a highly competitive benefits package, including:MedicalPrescription DrugDentalVisionHealth Care Reimbursement AccountDependent Care Reimbursement AccountWellness ProgramsEmployee Assistance PlanPaid Holidays and Vacation401(k) with Company matchingPensionSalary Continuation – Short-Term DisabilityLong-Term Disability OptionsEmployee Life InsuranceSpouse & Dependent Life InsuranceBusiness Travel Accident InsuranceDirect Deposit PayrollEducational/Tuition Assistance PlanCollege Scholarship Program – for dependent childrenMatching Gift ProgramNew Auto Purchase Discount PlansAt Martin Marietta, we are proud to be an Equal Opportunity Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all qualified applicants and teammates. We celebrate diversity and commit that qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

San Diego, California • Job Type: Direct Hire • Posted: 1 day agoSenior PeopleSoft Functional Payroll Analyst (Remote in CA)We are seeking a highly experienced Senior PeopleSoft Functional Payroll Analyst to serve as a subject matter expert and functional leader for a long-term PeopleSoft HCM 9.2 environment. This is an opportunity for a payroll professional who brings deep, hands-on expertise in the PeopleSoft Payroll module and understands the complexities of payroll processing within a public sector organization.This role will support ongoing projects, continuous system enhancements, and evolving business requirements across a complex PeopleSoft Payroll environment.As part of our process after applying, you may receive an invitation from our AI Recruiter Avery for a short conversation that lets you share more about your background beyond your resume. For questions, contact .Job Type: Full-time, Direct HireLocation: Remote (Must live in CA)Compensation: This job is expected to pay about $155,000 – 162,000 per year plus benefits & a pension planNo Visa Sponsorship Available for this roleWhat You’ll Do: Serve as the primary functional subject matter expert for PeopleSoft Payroll within a complex public sector environment.Serve as the functional subject matter expert for PeopleSoft Payroll 9.2 in a complex public sector environment.Support ongoing payroll projects, system enhancements, troubleshooting, and process improvements.Address complex payroll requirements involving pensions, 403(b)/457 plans, multiple school districts, and leaves of absence.Gather business requirements, develop functional specifications, and lead functional testing and issue resolution.Partner with HR, Payroll, Benefits, and IT teams to optimize payroll processes and ensure accurate results.Champion PeopleSoft Payroll best practices and support the organization’s long-term investment in PeopleSoft HCM 9.2.What Gets You the Job: Extensive hands-on functional experience with the PeopleSoft Payroll module.Strong working knowledge of PeopleSoft HCM 9.2.Experience supporting complex payroll environments, ideally within the public sector or education.Knowledge of pensions, 403(b)/457 plans, multi-district employment scenarios, and leave of absence impacts.Proven ability to troubleshoot complex payroll issues, gather requirements, and support testing and enhancements.Additional experience with PeopleSoft Time and Labor, HCM, Benefits Administration, or Position Management is preferred.Strong analytical, communication, and problem-solving skills.Commitment to supporting and advancing PeopleSoft long-term, with no desire to transition to another ERP platform.Experience with one or more of the following additional PeopleSoft modules is preferred but not required: PeopleSoft Time and Labor, PeopleSoft HCM, PeopleSoft Benefits Administration, PeopleSoft Position ManagementIrvine Technology Corporation (ITC) connects top talent with exceptional opportunities in IT, Security, Engineering, and Design. From startups to Fortune 500s, we partner with leading companies nationwide. Our AI recruiter, Avery helps streamline the first step of your journey—so we can focus on what matters most: helping you grow. Join us. Let us ELEVATE your career!Irvine Technology Corporation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Irvine Technology Corporation complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.

La Jolla | Charlotte | New York We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: StepStone is seeking a driven and analytical Associate or Senior Associate to support the growth and operational success of its technology platform, SPI by StepStone. This hybrid role combines new client acquisition with sales operations, focusing on expanding the institutional investor client base while improving the efficiency and effectiveness of sales processes. The successful candidate will identify, engage, and convert prospective institutional investor clients while supporting sales operations through process optimization and performance analysis. The ideal candidate has a strong understanding of the institutional investor landscape and a proven track record of selling data, analytics, or reporting solutions to limited partners (LPs). Primary Responsibilities: • Build and manage a robust pipeline of prospective institutional investor clients including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, family offices, and other organizations, • Execute a full-cycle prospecting motion: identify and research target accounts, initiate outreach, conduct discovery calls, deliver product demonstrations, manage the evaluation process, and close new subscriptions, • Develop outbound strategies leveraging industry conferences, events, referrals, and direct outreach to generate qualified pipeline, • Partner with marketing and product teams to develop account-targeted messaging and campaigns that resonate with LP buyers, • Maintain current knowledge of the competitive landscape, • Provide structured feedback to product and leadership on buyer needs, feature gaps, pricing sensitivity, and competitive dynamics encountered in the market, • Monitor trends in LP reporting, private markets data standards (e.g., ILPA templates), and technology adoption among allocators to inform go-to-market strategy, • Maintain accurate and up-to-date CRM records (Salesforce) for all prospect activity, pipeline stage, and forecasted close dates, • Coordinate with finance, legal, and product teams to support contract management, pricing workflows, and product onboarding and support subscription renewal processes, • Report regularly on pipeline health, conversion metrics, and new business results to senior leadership, • Develop quarterly territory plans that set targets by segment, channel, and geography Secondary Responsibilities: • Assist on broader SPI by StepStone platform initiatives, account management, contributing to enhancements to platform, • Assists with projects, as needed Qualifications • Minimum of 3 years of experience in a sales, business development, or client-facing commercial role, preferably in the private market industry, • Demonstrated experience selling SaaS, data, analytics, or reporting solutions to institutional investors, asset allocators, or related financial services organizations, • Strong understanding of private markets, LP reporting requirements, fund performance analytics, and the allocator operating environment, • Excellent communication and presentation skills; ability to command credibility with sophisticated institutional audiences, • Prior experience at or deep familiarity with private markets data and technology providers, • Proven ability to manage and close complex, multi-stakeholder enterprise sales cycles, • Hands-on experience with Salesforce or a comparable CRM platform, including pipeline management, reporting configuration, and workflow administration, • Strong analytical skills with demonstrated ability to build and maintain sales reporting, forecasting models, or operational dashboards, • Highly motivated self-starter who quickly adapts to a fast-changing environment to learn recent technologies and tools, • Bachelor degree required Preferred • Existing network of LP-side relationships across institutional investors, • Experience with enterprise pricing, contract negotiation, and legal review processes Salary Range: $90,000 - $105,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply. Developing People at StepStone