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Education 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 <ul> <li> Asset &amp; Income Protection</li> <li> Education Funding</li> <li> Investment &amp; Advisory Services</li> <li> Trust Services</li> <li> Retirement Solutions</li> <li> Business Needs Analysis </li> </ul>Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: <ul> <li> Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience </li> <li> Build personalized, holistic financial plans tailored to every client’s unique needs </li> <li> Manage your client’s financial plans to help them achieve their goals </li> <li> Grow relationships with clients to support them through every stage of life </li> </ul> Training, licensing &amp; designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’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 &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation &amp; Benefits <ul> <li> Performance-based earnings and revenue 1 :</li> <ul> <li> A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) </li> <li> Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) </li> </ul> <li> Additional income structure to support training and early development </li> <li> Renewal income earned for continued client support and policy management </li> <li> Bonus programs and expense allowances </li> <li> Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more </li> <li> Certified Financial Planner® licensing support 2 </li> <li> Fully company-funded retirement package and pension plan </li> <li> Competitive and comprehensive medical, vision, and dental plans </li> <li> Life Insurance and Disability Income Insurance </li> <li> Parental benefits at every stage of family planning </li> </ul> Qualifications You could be right for this opportunity if you have: <ul> <li> Bachelor’s degree </li> <li> Entrepreneurial ambitions to be a business owner </li> <li> History of success in relationship-building or client-facing roles </li> <li> Excellent time-management skills </li> <li> Desire for continuous learning and collaboration </li> <li> Proficient critical thinking skills </li> <li> Strong communicator </li> <li> Strong sense of motivation and drive </li> <li> Legal authorization to work in the US without sponsorship </li> </ul>Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 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. <ul><li>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. </li></ul>1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Northwestern Mutual

Financial Advisor

City of Tulsa

ACCOUNTANT II (FINANCE)

Regent Bank

Bank Fraud Analyst

<h3> <a href="#"></a>Job Summary </h3> The Accounting Associate II is primarily responsible for processing journal entries, along with providing backup support to cash applications, project setup, and project change orders. <h3> <a href="#"></a>Essential Functions </h3> <ul> <li> <a href="#"></a> Actively support the Company’s commitment to safety and its “Core Values.”</li> <li>Represent the Company at all times with high moral standards while adhering to the Company’s “Code of Business Conduct and Ethics.”</li> <li>Enter, process, file, index, and maintain journal entries in Penta.</li> <li>Provide backup support to:</li> <li>Cash Applications, including processing cash receipts for all divisions and operating units, consisting of wire transfers, ACH deposit, lockbox deposits and electronic checks.</li> <li>Obtain an understanding to accurately setup new projects based on OU (LS, T&amp;M, AIA &amp; Parent/Child) and cost code structures in relation to project tracking and the customer’s invoicing requirements.</li> <li>Enter project Change Orders in Penta System and ensure all estimates are uploaded accurately for approved Change Orders that follows Delegation of Authority (DOA).</li> <li>Close jobs and re-open jobs when requested in Penta.</li> <li>Timely and accurately setup customers and vendors into accounting system.</li> <li>Setup new vendors in Penta. Ensure that proper information has been submitted on setup form from procurement along with a W-9 and the Related Party Disclosure, if applicable.</li> <li>Provide second verification for banking information for vendors.</li> <li>Communicate effectively with all levels of positions including internal and external customers while also providing requested documentation and reports.</li> <li>Participate in archiving, records retention, and audit support.</li> <li>Perform additional responsibilities, as directed, which would include supporting or serving as the lead on identified special accounting projects.</li> </ul> <h3> Qualifications </h3> <ul> <li>2+ years’ experience in general accounting, accounts receivable, or accounts payable required.</li> <li>Strong ten-key by touch skills required.</li> <li>Construction industry experience preferred.</li> <li>Demonstrated knowledge of accounting procedures.</li> <li>Computer proficiency, including Excel, Outlook; experience with PENTA a plus.</li> <li>Excellent organizational, oral, and written communication skills required; must be a self-motivated individual.</li> <li>Detail oriented; must have the ability to prioritize work, analyze information, identify discrepancies, and meet deadlines.</li> <li>Ability to manage multiple projects and deadlines.</li> <li>Strong customer service mindset and approach to business.</li> </ul> Full-time employees are offered a comprehensive benefits package, including medical, dental and vision plans covering eligible employees and dependents, disability benefits, life and AD&amp;D insurance, an employee assistance program (EAP), a 401(k) plan with company match, an employee stock purchase plan (ESPP), a robust wellness program and adoption assistance. Some employees may also be eligible for paid time off, tuition reimbursement and a performance or safety bonus program. Follow us at <a href="https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=true&amp;heroEntityKey=urn%3Ali%3Aorganization%3A60049&amp;keywords=matrix%20service%20company&amp;origin=RICH_QUERY_SUGGESTION&amp;position=0&amp;searchId=4e017bbc-28e9-444c-989f-c413203754ac&amp;sid=jQ(&amp;spellCorrectionEnabled=false" target="_blank">Matrix Service Company</a> to view all of our open positions and for the latest news about our operating companies and our teams. At Matrix, we are dedicated to building a diverse, inclusive, and authentic workplace. We encourage all whose experience aligns with the listed qualifications to apply and explore joining our organization. EEO/M/F/Disability/Vets/Affirmative Action Employer We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, genetic information, marital status, disability, veteran status, or other legally protected characteristic or category. Applicants must be currently authorized to work in the United States on a full-time basis.

Matrix Service Company

Accounting Associate II

Muncie Power Products

Cost Accountant

The impact you’ll make: Provide timely and accurate service to customers with truck rental inquiries (calls and electronic) to recommend and reserve truck rentals for commercial account customers. Respond to customer inquiries and all questions regarding the services and fees provided in the contract; provide accurate rental rates and requirements, determine rental needs, make rental recommendations and enter reservations into the reservation system. Respond to customer concerns utilizing positive resolution techniques. Essential duties and responsibilities, shown below, will vary accordingly based on assignment. What you’ll do: Essential Duties and Responsibilities:<ul> <li>Process all incoming inquiries to secure truck rentals for Commercial Account customers.</li> <li>Determine commercial account rental needs and make rental recommendations</li> <li>Provide all customers with accurate rental rates and requirements regarding the services and fees provided in the contract.</li> <li>Process inbound truck reservations after obtaining and verifying accuracy of required account information.</li> <li>Confirm availability of trucks with dealers, Inventory Managers and/or Operations Managers.</li> <li>Solicit accounts for additional rental reservations when appropriate and offer alternatives in order to gain customer’s commitment to rent.</li> <li>Gather information on perspective commercial account customers and reasons for not selling reservations as requested by the Supervisor.</li> </ul>What we’re looking for: Required Experience<ul> <li>High School diploma.</li> <li>Minimum of 1 year experience in a high volume telephone contact center.</li> <li>Experience in an inbound sales environment preferred.</li> <li>For work-from-home (WFH) roles, previous WFH experience is preferred/ Hybrid only, not remote.</li> </ul>Required Knowledge, Skills,Abilities and WFH requirements<ul><li>Requires attention to detail, multi-tasking and the ability to work independently and in teams.</li></ul><ul> <li>Proficient computer skills including Microsoft Office Excel, Word, Outlook and keyboarding skills with above average speed and accuracy. </li> <li>Excellent oral and written communication skills.</li> <li>Good organizational skills and effective listening and telephone skills.</li> <li>Ability to speak read and write English fluently.</li> <li>Regular and punctual attendance required</li> <li>WFH employees must maintain a non-disruptive, distraction-free, designated, safe and ergonomically sound work environment where business information can be discussed and maintained in a confidential and secure manner. This is particularly important in customer-facing or Customer Care Center jobs where customer credit cards and personal information may be entered into Company systems.</li> <li>WFH employees must maintain high speed internet sufficient to provide secure, consistent and uninterrupted internet access necessary to perform their job, including attendance at video conferences or on meeting platforms. Use of a Company cell phone as a Wi-Fi “hot spot” for internet access should be limited to occasional use, such as when in attendance at an off-site meeting, internet outages or other emergency situations, and should not be used as your regular means of internet connection</li> </ul>Supervisory ResponsibilitiesThis position does not have formal supervision responsibilities.Benefits:We provide a competitive salary as well as bonus potential, in addition to comprehensive benefits that include Medical, Prescription Plans, Dental, Vision, Flexible Spending Accounts, Basic and Voluntary Life and AD&amp;D, PTO, and 401K Savings Plan with company match of 6%.The base salary for this position is $16.00 hourly. Factors which may affect starting pay within this range may include skills, education, experience and other qualifications of the successful candidate. The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.This job posting is anticipated to remain open until April 14th, 2025.The fine print:Avis Budget Group is an equal opportunity employer – M/F/Veterans/Disabled.TulsaOklahomaUnited States of America

Avis Budget Group

Budget Truck Commercial Reservations Representative

Using the Maintenance Management System for labor and parts standards, this position is responsible for reviewing all work completed and work exceptions to ensure charges are in accordance with the system guidelines and approve if appropriate. Will also review and approve all repairs and repair orders for work to be completed on trucks and towing equipment. Ensure all unassigned work has been approved and assigned to the appropriate provider within the territory. Identify maintenance issues (including tires, glass &amp; windshield etc.) and work with the Maintenance Manager, Regional Maintenance Manager and the Manager of Budget Truck Maintenance to resolve any open items. Assist with maintaining the running cost of repairing the fleet and exercise good judgment in the authorization of repairs to optimize fleet utilization.What you’ll do:<ul> <li>Makes certain all inbound calls for pre-approval of maintenance on fleet and towing equipment are addressed and responded to within the Company guidelines. Ensure all repairs are completed and processed within a timely manner and are within the Pre-Approval guidelines established by the Company.</li> <li>Enter all work orders into the Maintenance Management System. Responsible for entering accurate data, efficiently and have the ability to retrieve processed data. Proof material entered and generate minor reports as required.</li> <li>Respond to all incoming calls in a timely manner to ensure customer satisfaction through the investigation and resolution of issues or concerns regarding fleet maintenance issues.</li> <li>Work with Estimated Return to Service reports to expedite the return of vehicles to rentable status and control vehicle downtime.</li> <li>Control repairs of the fleet to ensure guidelines and repairs are cost-effective. Works with Maintenance Providers to ensure all national account vendor programs are being utilized. Negotiate pricing for parts and labor to meet the Maintenance Management System Standards. Communicate with the Field Maintenance personnel to validate exceptions to the Maintenance Management System guidelines. Makes recommendations on vendor changes in the Maintenance Management System.</li> <li>Assists and supports the Field Maintenance Management team in building relationships with outside providers.</li> <li>Coordinate fleet rotation with the District/Maintenance Management team to ensure units are available for preventive maintenance and necessary repairs. Gives support, when needed, in the preparation of salvage package/s for approval by region. Assist in the monitoring of trade and sale units according to Company program guidelines. Works with Maintenance Managers in the disposal of all obsolete inventory.</li> <li>Perform other duties and special assignments as required.</li> </ul>What we’re looking for:<ul> <li>3 Years background or hands on maintenance experience in fleet or truck repairs.</li> <li>Need to have working knowledge of repairs times, labor rates and cost of parts. Experience in tire sales and service is a plus.</li> <li>Strong problem-solving skills and results-driven orientation. Ability to demonstrate a drive for achieving results and capacity to convey a sense of urgency when appropriate.</li> <li>Sound time-management and multi-tasking skills and capable of determining priorities in a fast paced, changing work environment.</li> <li>Ability to resolve conflict in a professional manner</li> <li>Strong math and analytical skills, ability to analyze maintenance repair data and cost figures to determine areas of concerns or areas that require action.</li> <li>Strong communication skills, including the ability to clearly communicate accurate maintenance and or repair information to a wide variety of audiences, including staff operations and providers both verbally and written.</li> <li>Professional phone skills needed</li> <li>Strong customer service skills, and professional responsiveness to both external and internal customers.</li> </ul>Extra points for this:<ul> <li>Technical School Degree</li> <li>Computer skills, including Excel spreadsheet knowledge</li> </ul>Perks you’ll get:<ul> <li>Access to Medical, Dental, Vision, Life and Disability insurance</li> <li>Eligible to elect other voluntary benefits including: Group Auto Insurance, Group Home Insurance, Pet Insurance, Legal Assistance, Identity Theft Protection, FSA, Accident Insurance, Critical Illness Insurance, and additional life insurance coverages</li> <li>401(k) Retirement Plan with company matched contributions</li> <li>Full training to learn the business and enhance professional skills</li> <li>Employee discounts, including discounted prices on the purchase of Avis/Budget cars</li> <li>Access to an Employee Assistance Program for services including counseling, financial and legal consultation, referrals for care service and more</li> <li>Community involvement opportunities</li> </ul>Who are we?Glad you asked! Avis Budget Group is a leading provider of mobility options, with brands including Avis, Budget &amp; Budget Truck, and Zipcar. With more than 70 years of experience and 11,000 locations in 180 countries, we are shaping the future of our industry and want you to join us in our mission. Apply today to get connected to an exciting career, a supportive family of employees and a world of opportunities.The fine print:Avis Budget Group is an equal opportunity employer – M/F/Veterans/Disabled.TulsaOklahomaUnited States of America

Truck Maintenance Authorization Coordinator / Budget

Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.To thrive in this job, you’ll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.Here’s what you can expect working as a Financial Counseling Associate:<ul> <li>You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.</li> <li>You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.</li> <li>This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.</li> <li>We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.</li> </ul>Requirements:<ul> <li>High School Diploma or GED</li> <li>Excellent customer service skills</li> <li>Compassionate communication</li> </ul> Desired Qualifications: 4-year college degree. Physical Requirements: See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands. Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment. Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations. Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc. Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).For this US-based position, the base pay range is $14.76 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.The healthcare system is always evolving — and it’s up to us to use our shared expertise to find new solutions that can keep up. On our growing team you’ll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team — including offering a <a href="http://go.r1rcm.com/benefits" target="_blank">competitive benefits package.</a>R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company’s employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights <a href="https://f.hubspotusercontent20.net/hubfs/4941928/California%20Consent%20Notice.pdf" target="_blank">California Consent </a>To learn more, visit: <a href="https://R1RCM.com" target="_blank">R1RCM.com</a>Visit us on <a href="https://www.facebook.com/R1RCM" target="_blank">Facebook</a>

R1 RCM

Financial Counseling Representative I

Paylocity

Analyst I Benefits Integration - Remote, US

Role Value Proposition: The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management, Group Property &amp; Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services. GB Sales sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States. Regional Markets provides global benefits sales and solutions to US Based employers with 100- 4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market. The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents. Key Responsibilities: •Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods: Responsible for the development of customer financial reports, including data and trend analysis 1. Manages the timely delivery of client billing 2. Completes monthly revenue projections and validates data integrityoResponsible for monitoring the key financial parameters •Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely •Participates in client account audits and strategic planning process •Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed •Provides financial support to the implementation of new clients, as well as the addition of new products to existing clients •Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting •Maintains an awareness and knowledge of insurance products and industry trends •Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness •Performs other duties as assigned or required. May guide the activities of lower-level staff members Typically has a BS/BA degree and 3-5 years of experience • Excellent organizational skills, strong interpersonal skills, and effective communication skills,both written and verbal •Ability to work autonomously or with others and effectively handle multiple tasks, prioritizedeadlines appropriately and remain flexible •Accounting/math problem solving skills, including attention to detail, analytical thinking anddecisiveness •Strong project management skills including problem solving, attention to detail, analyticalthinking and decisiveness •Ability to balance client expectations with MetLife capabilities •General understanding of U.S. economy and employee benefits industry •Proficient in Microsoft Office software •Firm knowledge of group products, services and systems and ability to apply analytical skillsto the interaction of these products, services and systems

MetLife

Financial Consultant

201 Accounting & Finance Jobs