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Acquisition analyst entry level jobs - 36 jobs

  • Enterprise Risk Analyst Intern

    Federal Home Loan Bank of Cincinnati 4.1company rating

    Cincinnati, OH

    Are you seeking a challenging intern experience in a dynamic organization and employee-centered culture? Are you interested in working for a growing financial institution where your performance may be recognized? Would you like to join a company that is dedicated to making a noteworthy impact in our community? If you answered "yes" to one or more of these questions, do not miss an opportunity to consider joining our team at FHLB Cincinnati. General Summary: FHLB Cincinnati is looking for an Enterprise Risk Analyst Intern to join our team. The Enterprise Risk Analyst Intern provides financial, economic, and risk management analyses utilizing financial modeling software programs, advanced Excel tools, and other sophisticated reporting programs in support of the FHLB's financial and credit risk management. Principal Duties and Responsibilities: Researches, develops, and implements analyses and projects related to all aspects of risk analysis, assessment, and reporting, with primary focus on model and credit risk. Assists in the evaluation, development, implementation and maintenance of new or enhanced processes and reports. Performs other routine office duties and special projects as assigned by management. Qualifications: Knowledge at a level normally acquired through completion of a Bachelor's Degree in business with coursework in finance, accounting, and economics. One year in a Master's Degree program in Economics, Applied Mathematics, Statistics, or Business Administration with concentration in finance, economics, or quantitative analysis is desirable. Proficiency in use of personal computer, including advanced skills utilizing Excel. Proficiency with business intelligence software (e.g., Tableau) and/or statistical software (e.g., R, Stata, Python) is preferred. Exposure to the financial services industry and financial modeling practices and systems is preferred. Familiarity with general risk management, internal audit, and/or compliance practices is preferred. Understanding of relevant Generally Accepted Accounting Principles, especially those related to financial institutions, mortgage securities, and derivatives. High degree of initiative and independence to produce effective and timely work, including development of the position's responsibilities. Effective verbal and written communication skills including interpersonal skills necessary in order to interact effectively with internal contacts. Working Conditions: Normal hybrid office environment with flexibility. Apply NowShare Save Job
    $53k-73k yearly est. 3d ago
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  • Loan Acquisition Specialist

    Onemain Financial 3.9company rating

    Columbus, OH

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
    $17-20 hourly Auto-Apply 3d ago
  • Financial Advisor - Securities Administration - Jackson, OH

    Wesbanco Bank Inc. 4.3company rating

    Jackson, OH

    Back Financial Advisor - Securities Administration #31-8560 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Jackson Main - Jackson, OH. Market Columbus Work Hours per Week 37.5 Requirements Bachelor's Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations. Job Description SUMMARY: The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. Participate in seminars, branch training and community events in support of WesBanco Securities. Support retail and other divisions in cross referring clients for bank offered services. Coach and train Senior and Licensed Personal Bankers and branch employees. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities. Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Jackson, Ohio, United States
    $49k-82k yearly est. 3d ago
  • 2027 Asset Management Product Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210691737 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; New York,NY ; $100,000.00-$100,000.00; Columbus, OH $100,000-$100,000 USD Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team. As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills. Job Responsibilities: * Collaborate with mentors and a supportive team to learn and grow. * Develop innovative ideas to enhance our business. * Undertake assignments that directly impact clients, helping them achieve their business goals. * Network with industry leaders and access best-in-class training. * Sharpen technical skills and finance and accounting principles. Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (No MBA). * Attending a college/university in the U.S. * Expected graduation date of December 2027 - June 2028. * Excellent communication and presentation skills. * Strong quantitative skills and a passion for investing. * Exceptional organizational skills and multitasking ability. * Strong initiative, energy, and confidence. * Good judgment and discretion with confidential information. Preferred Qualifications, Capabilities, and Skills: * Background in financial accounting, financial analysis, or mathematics is a plus. * Genuine interest in financial markets, investing, and macro-level economics. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations Locations and teams you may join: * Equities - New York * Global Fixed Income Currencies and Commodities - New York * Global Fixed Income Currencies and Commodities - Columbus * Global Fixed Income Currencies and Commodities - Leveraged Credit Team - Indianapolis * Alternatives: Hedge Funds - New York Alternatives: Private Equity - New York * Alternatives: Real Estate - New York * Alternatives: Real Estate - Los Angeles * Alternatives: Private Credit / Special Situations - New York * Global Liquidity - New York * Multi Asset Solutions - New York * Multi Asset Solutions - Columbus * ETFs - New York * Quantitative / Research - New York Team preference and location will be taken into consideration on your application. You will not be reviewed for teams that you do not list as a preference. Once your application is submitted, you cannot change your team and location preferences. Learn more about our teams below: * Equities: We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts and traders who have expertise in helping clients of all sizes. * Global Fixed Income Currencies and Commodities: We manage global bond strategies that invest across a broad range of sectors including government, corporate, securitized, and emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our team includes portfolio managers, research analysts, investment specialists, traders, and risk management. * Leveraged Credit: Our team manages over $70 billion in assets with a strong history of long-term performance. We combine portfolio management, credit research, and trading to deliver innovative investment solutions for a diverse range of clients. You'll work with senior professionals to evaluate high yield bonds, leveraged loans, and private credit, gaining hands-on experience and actively contributing to the investment process. * Alternatives: Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, and private credit in key financial hubs like New York and Los Angeles. * Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products and capabilities to help investors reach their objectives. * Private Equity: We build and maintain the private equity portfolios for our clients. * Real Estate: Where innovation meets opportunity. We come up with innovative ways to invest in real estate. * Global Liquidity: We help clients invest within a range of currencies, risk levels and durations, including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts. * Multi-Asset Solutions: We manage multi-asset portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds, model portfolios, and custom institutional accounts. Our team includes portfolio managers, quantitative research analysts, fundamental macroeconomic strategists, investment specialists, and risk management. Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 15d ago
  • Analyst

    Rockbridge 4.1company rating

    Columbus, OH

    Analyst - Development This position (Analyst or Senior Analyst, based on qualifications) will join the Development team at Rockbridge, playing a crucial support role in the sourcing, underwriting, and execution of new hospitality and mixed-use development projects. These projects span a diverse range, including ground-up construction, adaptive re-use, historic rehabilitation, and comprehensive repositioning, with a focus on full-service, independent luxury and lifestyle hotels in urban and specialty markets across the United States. This early-career investment role will provide experience across all phases of a project lifecycle - from initial feasibility and financial underwriting, to development management, construction oversight, and project delivery. The role offers significant opportunities for cross-functional collaboration within Rockbridge's vertically integrated platform across Risk Management, Asset Management, and Capital Markets to support all aspects of a project, including capital raising, legal and tax structuring, design and branding, incentives and related structures, site analysis, and market research. This position will require navigation of complex investment structuring, project underwriting, and development management considerations to ensure expert stewardship of our investments. Strong attention to detail, communication, and organization are critical for success in the role. Key Responsibilities: Under the guidance of senior team members, the Analyst will support all aspects of investment underwriting, development management, and project execution, as well as assist with ad-hoc strategic and administrative work. Underwriting & Financial Analysis: Assist in the creation and maintenance of complex financial models to support investment decisions; prepare and manage due diligence and analytical materials. Market & Feasibility Research: Conduct market, site, and feasibility research for development opportunities. Investment Execution and Capital Raising: Prepare investment presentations, reports, and supplemental analytical outputs and research to assist in capital raising efforts across equity, debt, and other specialized capital, including legal and tax structuring and analysis. Development Management: Assist with or manage development budget preparation, construction draw documentation, incentive compliance, and financial closing processes. Operator Coordination: Assist in pro forma review, pre-opening budget preparation, and liquidity management. Strategic Initiatives: Provide ad hoc analysis and presentations for team projects. Reporting: Create and maintain reports for team and leadership. Industry Engagement: Build strong relationships within the hospitality and real estate industries. Job Requirements: Entrepreneurial individual with strong work ethic and high level of intellectual capacity, curiosity, and integrity 0 - 3 years of relevant experience in real estate, hospitality, or financial analysis 4-year college degree Proficiency in Microsoft Excel and financial modeling Flexible and adept at managing multiple priorities in a fast-paced, deadline-sensitive environment Excellent written and verbal communication skills Ability to work collaboratively with other team members and across disciplines Self-motivated, detail-oriented, and well-organized
    $54k-82k yearly est. 3d ago
  • Public Finance Investment Banking Analyst - Healthcare

    Piper Sandler Companies 4.8company rating

    Ohio

    At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level. About our Public Finance Group We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here. We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio. About the Role Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings . Qualifications & Skills Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration. Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates. Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must." Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure Ability to demonstrate high achievement, particularly in a team setting Operates consistently with the highest degree of integrity and accountability Quickly builds trust across multiple constituencies Well organized, attention to detail and able to manage multiple projects under pressure Strong communication and professional presence with clients required Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed Key Responsibilities Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues). Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness. Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents. Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1
    $80k-100k yearly Auto-Apply 30d ago
  • Certified Coding Analyst

    Healthcare Support Staffing

    Columbus, OH

    HealthCare Support Staffing, Inc. (HSS), is a proven industry-leading national healthcare recruiting and staffing firm. HSS has a proven history of placing talented healthcare professionals in clinical and non-clinical positions with some of the largest and most prestigious healthcare facilities including: Fortune 100 Health Plans, Mail Order Pharmacies, Medical Billing Centers, Hospitals, Laboratories, Surgery Centers, Private Practices, and many other healthcare facilities throughout the United States. HealthCare Support Staffing maintains strong relationships with top providers in healthcare and can assure healthcare professionals they will receive fast access to great career opportunities that best fit their expertise. Connect with one of our Professional Recruiting Consultants today to see how a conversation can turn into a long-lasting and rewarding career! Job Description Position Purpose: Perform review of high dollar claims. Review for appropriate place of service, accurate coding, length of stay, match to authorization, and possible outlier DRG or Stop Loss pricing. Perform coding research. Conduct complex business and operational analyses to assure payments are in compliance with contract; identify areas for improvement and clarification for better operational efficiency resulting in better initiative, contract, and benefit implementation as well as better maintenance long term. Perform review of high dollar claims for benefit and pricing determination. Work collaboratively with Finance Department to determine appropriateness of pricing. Work collaboratively with Medical Management Department to resolve any issues with medical review notes that affect claim pricing Serve as a technical resource / coding subject matter expert for contract pricing related issues Responsible for entire cycle of facility claims which includes verifying information on submitted claims, reviewing contracts, eligibility, and authorizations to determine reimbursement, and ensuring payment instructions are sent to claims department for claims payment Identify key elements and processing requirements based on diagnosis, provider, contracts and policies and procedures utilizing broad based product or system knowledge to ensure timely payments are generated. Conduct point of service review and resolution of high dollar claims that are pending and/or adjusted incorrectly including review, investigation, adjustment and resolution of claims, claims appeals, inquiries, and inaccuracies in payment of claims. Collaborate with all departments to analyze complex claims issues and special claim projects. Qualifications Healthcare experience REQUIRED Managed Care strongly PREFERRED Associate's degree in Business, Health Care Management, Insurance, Healthcare or related field 3+ years of Medical Billing or Physician's office experience. Extensive knowledge of coding and billing practices for hospitals, physicians and/or ancillary providers as well as knowledge about contracting, claims processing, and provider customer service. Accepted Licenses/Certifications: Registered Health Information Administrator (RHIA), Registered Health Information Technician (RHIT), Certified Coding Specialist (CCS), Professional Coder-Payer (CPC-P) certification, Certified Professional Coder (CPC) Additional Information Shfit: Monday- Friday; 8AM-5PM Salary: $41,000-$46,000 + 6% Annual Bonus + Medical Benefits take effect 30 days after start date
    $41k-46k yearly 60d+ ago
  • Financial Advisor Trainee

    Raymond James Financial, Inc. 4.7company rating

    Dublin, OH

    Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
    $70k-101k yearly est. 60d+ ago
  • Financial Professional - Team Sponsored Launch - Endeavor Financial Group

    Thrivent Financial 4.4company rating

    Van Wert, OH

    Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must. Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group. Responsibilities: • Learn and understand the entire operation of Endeavor Financial Group • Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry • Meet with new and existing clients to build a book of business and grow relationships • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts • Position products, services, and strategies to help clients gain financial clarity • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. • Participate in events to attract new clients and provide financial education to the local community • Finalize, submit, and track all client paperwork for account and application changes • Collaborate with Lead Advisor on complex scenarios • Schedule, prep, and document all your client meetings *Additional responsibilities may be assigned in accordance with business needs Characteristics: Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are: • Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player • Motivated by helping others and relationship-oriented • A natural coach or guide with strong interpersonal skills • Passionate about living a life of generosity by serving others, not just selling products Compensation: $50,000 - $80,000 plus the opportunity for commissions Position Requirements: • Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) • Life, Health, and Annuities registration required • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn • Ability to maintain integrity of sensitive/confidential information As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $50k-80k yearly Auto-Apply 60d+ ago
  • Financial Advisor

    Westpoint Financial Group 3.8company rating

    New Albany, OH

    Career Changers Wanted | Build Your Own Financial Advisory Practice Indianapolis, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots. At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model = freedom + flexibility ✅ 100+ advisors who made the switch (many mid-career) ✅ Real mentorship. Real growth. Real ownership. What You'll Do: Help people protect what matters and build long-term wealth Leverage your community relationships to grow your client base Build your business with the support of a proven team and infrastructure Stay at the forefront of financial planning and risk strategies What You Bring: A strong network and a reputation for being dependable High sense of urgency + drive for autonomy Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed) Four year degree preferred A desire to build something bigger-for your clients and yourself If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more! #LI-WFG1 Return to WestPoint Financial Group
    $80k-110k yearly 60d+ ago
  • Junior Cost Analyst

    Atkinsrealis

    New Albany, OH

    We are seeking a Part Time Junior Cost Analyst to join our team in Toledo, OH. Your role * Assist in all budget system setup requirements utilizing agreed Cost or Work Breakdown Structures to assign and control costs in accordance with agreed execution strategies. * Execute all project cost transactional requirements including Purchase Order creation, invoice settlement, shared cost contributions and finance related ledger reconciliations. * Interface with internal and external stakeholders on a regular basis to maintain consistent flow of data to senior project team members. * Support continuous improvement scopes of work and have a direct and profound effect on a data-driven organization. * Support workforce allocation tracking and manage overrides in support of payroll processes, ensuring accuracy in client-based system TRACK. * Liaise with workforce teams to confirm allocations and overrides are correctly implemented. * Conduct ad-hoc workforce audits to verify billed time aligns with contractual requirements and gate log entries. * Collaborate with payroll and cost engineers to resolve issues related to stuck or unapproved time entries. * Assist with client interfacing to address and troubleshoot time approval challenges. * Support continuous improvement scopes of work and have a direct and profound effect on a data-driven organization. * Provide support for ad-hoc cost analyst activities as needed. About you * Bachelor's degree in Finance, Accounting or a related field, 1 year of relevant experience. * Proficiency in Microsoft Excel, Power Apps, and digital tools such as PowerBi. * Knowledge of accounting principles and financial statements. * Must be able collaborate and coordinate with several stakeholders, gaining alignment, and establishing structure. * Must be able to interpret and analyze large data sets and report analysis concisely. * Must be articulate, have clear and analytical approach to problem solving, and good decision-making abilities. * Excellent communication, presentation, and interpersonal skills. Rewards & benefits At AtkinsRéalis, our values-Safety, Integrity, Collaboration, Innovation, and Excellence-are more than just words. They are the foundation of who we are and how we work. These principles shape our culture, guide our decisions, and inspire us to create an environment where every team member feels empowered to grow, succeed, and make a meaningful impact. Depending on your employment status, AtkinsRéalis benefits may include medical, dental, vision, company-paid life and short- and long-term disability benefits, employer-matched 401(k) with 100% vesting, employee stock purchase plan, Paid Time Off, leaves of absences options, flexible work options, recognition and employee satisfaction programs, employee assistance program, and voluntary benefits. You can review our comprehensive benefits page here. About AtkinsRéalis We're AtkinsRéalis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Find out more. Additional information Expected compensation range is between $32/hr-$40/hr depending on skills, experience, and geographical location. Are you ready to expand your career with us? Apply today and help us shape something extraordinary. AtkinsRéalis is an equal opportunity, Drug-Free employer EOE/Veteran/Disability Please review AtkinsRéalis' Equal Opportunity Statement here. AtkinsRéalis cares about your privacy and is committed to protecting your privacy. Please consult our Privacy Notice on our Careers site to know more about how we collect, use and transfer your Personal Data. By submitting your personal information to AtkinsRéalis, you confirm that you have read and accept our Privacy Notice. Note to staffing and direct hire agencies: In the event a recruiter or agency who is not on our preferred supplier list submits a resume/candidate to anyone in the company, AtkinsRéalis family of companies, we explicitly reserve the right to recruit and hire the candidate(s) at our discretion and without any financial obligation to the recruiter or agency. ***************************************************** Worker Type Employee Job Type Casual At AtkinsRéalis, we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.
    $32 hourly Auto-Apply 5d ago
  • DoD SkillBridge Internship - Intelligence Analyst (Active TS/SCI Required)

    SRC 4.6company rating

    Fairborn, OH

    Intelligence Analyst Program Type: DoD SkillBridge Internship (Active-Duty Service Members Only) Duration: 3-6 months (based on command approval) Clearance: Active TS/SCI required Compensation: Service member continues receiving DoD pay and benefits About the Program This opportunity is part of the Department of Defense (DoD) SkillBridge Program, which allows service members to gain valuable civilian work experience through specific industry training, apprenticeships, or internships during and up to the last 180 days of service. This program is open to eligible military personnel approved by their chain of command. SRC, Inc. is currently seeking highly motivated transitioning service members to participate in our DoD SkillBridge Internship Program in Dayton, Ohio. This program provides transitioning Intelligence Analyst with real-world experience supporting US and Allied warfighters and exposure to professional environments, tools, and processes that align with your military training and civilian career goals. Participants will work alongside experienced teams and contribute to meaningful projects that impact business operations. What You'll Do Responsibilities will vary depending on the department or role, but may include: Perform pulse-level signals analysis on a wide range of radar systems and draft technical reports to disseminate analytical findings Supporting ongoing projects in areas supporting 5 th generation weapon systems, weapon system studies, and modeling/simulation efforts Work directly with electronic warfare engineers to answer critical data gaps and integrate analysis into simulation models Assisting in process improvement initiatives and team planning Conducting research, data analysis, or preparing reports and presentations Participating in team meetings, shadowing professionals, and completing assigned tasks Learning corporate tools, systems, and procedures relevant to civilian workforce integration What You'll Bring Active-duty military member in good standing, eligible for DoD SkillBridge participation Strong written and verbal communication, organizational, and problem-solving skills Active TS/SCI Clearance is required 4+ years' relevant experience Experience with Suppressor/Multi Domain Suppressor (MDS) Experience building complex and cutting-edge scenarios that include the following: EW systems, sensors, weapons, C2, and network and communication systems Ability to design and develop scenarios using AFSIM Ability to work both independently and as part of a team Basic proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ways to Stand Out - Preferred Requirements Experience with C/C++, FORTRAN, COBOL, Python, Visual Basic, Windows/Linux, and AFSIM Familiar with the EWIR database What You'll Gain Hands-on civilian workforce experience Networking opportunities with industry professionals Potential for post-service employment Mentorship and professional development A smoother transition to civilian employment How to Apply Interested service members should apply at src.com/careers (link): Provide resume Anticipated SkillBridge start date/eligibility Branch of service and current role What Sets Us Apart? SRC, Inc., a not-for-profit research and development company, combines information, science, technology and ingenuity to solve “impossible” problems in the areas of defense, environment and intelligence. Across our family of companies, we apply bright minds, fresh thinking and relentless determination to deliver innovative products and services that are redefining possible . When you join our team, you'll be a part of something truly meaningful - helping to keep America and its allies safe and strong. You'll collaborate with more than 1,400 engineers, scientists and professionals - with 20 percent of those employees who have served in the military - in a highly innovative, inclusive and equitable work environment. You'll receive a competitive salary and comprehensive benefits package that includes four or more weeks of paid time off to start, 10 percent employer contribution toward retirement, and 100 percent tuition support. #CJ This is an unpaid internship through the DoD SkillBridge Program. Service members continue to receive military pay and benefits through their command during participation. Non-Discrimination Statement Individuals seeking employment are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or age, or status as a protected veteran or disability except as strictly required by applicable law. You are being given the opportunity to provide the following information in order to help us comply with federal and state record keeping, reporting, and other legal requirements, including requirements under Section 503 of the Rehabilitation Act, 29 U.S.C. 793, and the Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA), 38 U.S.C. 4212. Learn more about SRC: About Us Employee Benefits Awards & Recognition Security Clearance Location Fairborn, Ohio Employment Type Intern/Co-Op Experience Required 4+ Years Education Required Not Indicated Security Clearance Requirement TS/SCI Travel % 0
    $29k-48k yearly est. Auto-Apply 60d+ ago
  • Budget Analyst - Correctional Education

    Ashland University 4.6company rating

    Ashland, OH

    Title Budget Analyst - Correctional Education Job Description The Budget Analyst is responsible for financial reporting, budgeting, budget to actual analysis, forecasting, contribution margin analysis, and various other analysis to align with unit(s) and University goals and ensuring the optimization of resources, fiscal responsibility, long-term financial health and sustainability, and compliance with university policies and procedures. Essential Duties and Responsibilities: Correctional Education (75%): * Assist in the development, management, and monitoring of the annual operating and capital budget including delivery of timely and accurate reporting of actual results to the budget. * Maintain consistent monthly and other routine periodic reporting to monitor financial performance and provide variance analysis compared to budget, prior year and trend data and clearly represent issues and solutions to the head of the correctional education unit, Assistant Controller, Assistant Vice President/Controller, and Vice President and Chief Financial Officer. * Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data. * Develop contribution margin analysis by locations and departments/units. * Monitor and approve procurement and expenditure spend and ensure compliance with budgetary constraints. * Collaborate with executive leadership to optimize Correctional Education Scholarship funds to support incarcerated and re-entry students. * Review and approve students supported by State of Ohio funding and other funding sources and create required invoices. * Maintain compliance with university, federal, and state policies and regulations and recommend new and revised policies and procedures as appropriate. * Steward and maintain relationships with vendors, suppliers, and other partners. * Maintain confidentiality of all university and employee information. Professional Learning (25%): * Invoice organizations and districts that are paying for their teacher's professional development graduate workshops. * Facilitate communication and resolution when there are payment issues, processing payment issues, aged debt collection, tax form questions, and reconciling from Elevate. * Manage reconciling PD registration reporting between Elevate and Self-Service. * Manage reports from each center on revenue, number of registrations, number of workshops with registrations each month. * Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data. * Develop contribution margin analysis by locations and departments/units. * Provide training and support for Elevate to Directors and Administrative Assistants. Additional Duties and Responsibilities: * Maintain and monitor key internal controls and best practices. * Supervise and/or perform various account reconciliations. * Serve on various strategic and operational committees, taskforces, and working groups, * Other related duties as assigned. Required Qualifications * Bachelor's degree from an accredited college or university. * Three (3) to five (5) years business management or relevant role including managing budgets, forecasting, data analytics and its processes. * Proficient with the Microsoft Office Suite software. * Working knowledge of generally accepted accounting principles. * Ability to manage multiple assignments and projects, meet deadlines, use sound judgment, and interpret local, state, and federal laws, rules and regulations through self-directed professional readings and attending professional development training. * Interpersonal skills. * Effective organization, planning and time-management, and presentation skills. * Results-oriented and metrics-driven leader. * Organizational and management skills with attention to detail. * Ability to master University finance software and excellent knowledge of MS office, databases, and information systems. * Ability to make professional decisions in a fast-paced environment. * High degree of diplomacy and tact with internal and external stakeholders. Preferred Qualifications * Bachelor's degree in in business management, economics, accounting, finance, operations, or a related area or related experience. Master of Business Administration, Certified Public Accountant or Certified Management Accountant. * Higher Education industry experience. * Working knowledge of Ellucian Colleague enterprise resource planning system. * Working knowledge of budgeting and forecasting software such as BudgetPak, Prophix, and Axiom. Physical Demands * This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. * The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to fingers, handle or feel; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 25 pounds. * This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. * From time to time working hours may be modified and exceed the standard work week. The position may require occasional travel. Anticipated Start Date of New Hire 01/19/2026 Anticipated Number of Hours Working per Week 40 Shift Required? First Job Duties Posting Detail Information Posting Number S1024P Number of Vacancies 1 Desired Start Date 01/19/2026 Job Open Date 10/20/2025 Job Close Date Open Until Filled Yes Special Instructions to Applicants Quick Link for Internal Postings **************************************
    $52k-67k yearly est. 7d ago
  • Pricing Analyst

    Autosales 3.9company rating

    Tallmadge, OH

    Keep Summit Racing Equipment competitive in the marketplace. Maintain company margins, stay at the front of retail pricing trends and communicate pricing issues throughout necessary departments. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned: Conduct pricing analysis for existing and new vendors to ensure Summit Racing Equipment is competitive while maintaining the highest margins that the marketplace will allow. Execute corporate pricing strategies. Adjust Retail prices on newly created products to be competitive. Maintain a database of vendor pricing policies and communicate policy issues throughout necessary departments within the company. Be aware of Summit Racing Equipment vendor pricing policies while maintaining market retail prices. Conduct competitive retail analysis, execute retail changes relating to vendor cost changes, and adapt as pricing strategy evolves. Maintain balance between sales, profit, and gross margin growth for the company. EDUCATION and/or EXPERIENCE A two-year college degree in Marketing, Advertising, or Business is preferred. Related experience, preferably in both consumer and B-to-B, with a track record of creative/forward thinking and analysis. Must be fluent in calculations of margin, gross profit and cost/sales relationship. Must be current on industry best practices. Project management experience, use of spreadsheets, i.e. Microsoft Office products. This is a hybrid position. 1st week of training is 100% on-site, then moves to a minimum of 2 days per week on-site after. The Team Member Experience: We work together to take care of our customers, our communities, and each other. When you join the team, you'll enjoy a positive, productive atmosphere where people truly believe in what they are doing. If you're passionate about providing the best experience possible to our customers and to your fellow team members, you're in the right place. If you are an individual with a disability and need assistance interacting with our career site, please contact us by calling ************** option 2 for Human Resources. Summit Racing Equipment and its entities provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $53k-73k yearly est. Auto-Apply 12d ago
  • Wealth Advisor II

    First Financial Bancorp 4.2company rating

    Olde West Chester, OH

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/Responsibilities: · Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition · Generates sales leads through cross-function collaboration, centers of influence and personal contacts · Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk · Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts · Coordinates unique portfolio requirements or client situations with FFB Investment Committee · Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects · Utilization of financial planning to drive client retention and acquisition · Serves on the FFB Investment Committee as client advocate and strategy consultant · Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job: · Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs · Relationship management experience with clients is required · Knowledge of investment solutions, risk management, asset allocation and program design · Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills: · Business development experience is a plus · Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients · Experience in banking or financial services is preferred · Bachelor's degree in Business or other related field of study · CFA/CFP is preferred · Demonstrated commitment to professional development · Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope: · Degree of Independence and Decision-Making: · Required Supervisory Responsibilities: · N/A Physical Requirements: · Occasionally lifts and carries up to 20 lbs · Frequently lifts and carries up to 10 lbs · Frequently sits, stands and drives Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $49k-71k yearly est. Auto-Apply 60d+ ago
  • Financial Professional

    TMM Financials

    Ohio

    - Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based. If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.
    $43k-80k yearly est. 60d+ ago
  • Finance Co-op - US - Fall 2026

    GE Aerospace 4.8company rating

    Evendale, OH

    SummaryAre you ready to see your future take flight? At GE Aerospace, we believe the world works better when it flies. We are a world-leading provider of jet engines, components, and integrated systems for commercial and military aircraft. We have a relentless dedication to the future of safe and more sustainable flight and believe in our talented people to make it happen.Job Description Job Summary: Our Financial Management Program (FMP) Internship is a ten-week early career development internship that will ignite your career growth and position you as an emerging finance and business leader at GE Aerospace. The internship assignments consist of projects across finance in our key focus areas, including Commercial Finance, Supply Chain Finance, and Financial Planning & Analysis. Internship/co-op opportunities provide experiences that will expand the knowledge base and demonstrate leadership ability. Finance co-ops/interns will receive ample opportunities to build the foundation for their finance careers. You'll build relationships with interns/co-ops and leaders through intern community events and grow through professional development and mentoring options. Essential Responsibilities: Complete 10-week project in one of GE's core finance competencies: Commercial Finance, Supply Chain Finance, and Financial Planning and Analysis Complete two courses focused around communication skills in business and data analysis tools to leverage in the workplace in parallel to your project Work alongside and present to senior leaders who will act as coaches and mentors on your assignments. Actively uphold GE's values by participating in our inclusive culture both inside the company and in the communities, we serve Willingness to relocate to headquarters in Cincinnati, Ohio Qualifications/Requirements: Graduation date on or before May/June 2028 Attending a full-time matriculated and nationally accredited bachelor program in Accounting, Finance, Business Administration, Economics, Operations Management, Data or business Analytics, or Mathematics Minimum 3.0 cumulative and in-major GPA off a 4.0 scale without rounding Eligibility Requirements: Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen. Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. Desired Characteristics: Humble: respectful, receptive and agile, eager to learn Transparent: shares critical information, speaks with candor, contributes constructively Focused: puts safety first, prioritizes work with impact, continuously improves process Leadership ability: strong communicator & decision-maker Problem solver: analytical-minded, solves complex problems, aim for improvements Preferred: Understanding of business concepts/strategy; intern/coop experience in finance; business/accounting or analytical coursework; knowledge of Lean Methodology; multiple language skills; geographic mobility Benefits: Pay rates for this position begin at $18.25/hour and increase for each undergraduate year completed. Relocation support and housing assistance is available for those who relocate to a new city. Equal Opportunity Employer: GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. This role requires access to U.S. export-controlled information. Therefore, employment will be contingent upon the ability to prove that you meet the status of a U.S. Person as one of the following: U.S. lawful permanent resident, U.S. Citizen, have been granted asylee or refugee status (i.e., a protected individual under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)). Additional Information GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: Yes
    $18.3 hourly Auto-Apply 60d+ ago
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Dayton, OH

    Bank of America 4.7company rating

    Miamisburg, OH

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40
    $46k-77k yearly est. Auto-Apply 31d ago
  • Loan Acquisition Specialist

    Onemain Financial 3.9company rating

    Maple Heights, OH

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $17-20 hourly Auto-Apply 4d ago
  • DoD SkillBridge Internship - Intelligence Analyst (Active TS/SCI Required)

    SRC Inc. 4.6company rating

    Fairborn, OH

    Intelligence Analyst Program Type: DoD SkillBridge Internship (Active-Duty Service Members Only) Duration: 3-6 months (based on command approval) Clearance: Active TS/SCI required Compensation: Service member continues receiving DoD pay and benefits About the Program This opportunity is part of the Department of Defense (DoD) SkillBridge Program, which allows service members to gain valuable civilian work experience through specific industry training, apprenticeships, or internships during and up to the last 180 days of service. This program is open to eligible military personnel approved by their chain of command. SRC, Inc. is currently seeking highly motivated transitioning service members to participate in our DoD SkillBridge Internship Program in Dayton, Ohio. This program provides transitioning Intelligence Analyst with real-world experience supporting US and Allied warfighters and exposure to professional environments, tools, and processes that align with your military training and civilian career goals. Participants will work alongside experienced teams and contribute to meaningful projects that impact business operations. What You'll Do Responsibilities will vary depending on the department or role, but may include: * Perform pulse-level signals analysis on a wide range of radar systems and draft technical reports to disseminate analytical findings * Supporting ongoing projects in areas supporting 5th generation weapon systems, weapon system studies, and modeling/simulation efforts * Work directly with electronic warfare engineers to answer critical data gaps and integrate analysis into simulation models * Assisting in process improvement initiatives and team planning * Conducting research, data analysis, or preparing reports and presentations * Participating in team meetings, shadowing professionals, and completing assigned tasks * Learning corporate tools, systems, and procedures relevant to civilian workforce integration What You'll Bring * Active-duty military member in good standing, eligible for DoD SkillBridge participation * Strong written and verbal communication, organizational, and problem-solving skills * Active TS/SCI Clearance is required * 4+ years' relevant experience * Experience with Suppressor/Multi Domain Suppressor (MDS) * Experience building complex and cutting-edge scenarios that include the following: * EW systems, sensors, weapons, C2, and network and communication systems * Ability to design and develop scenarios using AFSIM * Ability to work both independently and as part of a team * Basic proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ways to Stand Out - Preferred Requirements * Experience with C/C++, FORTRAN, COBOL, Python, Visual Basic, Windows/Linux, and AFSIM * Familiar with the EWIR database What You'll Gain * Hands-on civilian workforce experience * Networking opportunities with industry professionals * Potential for post-service employment * Mentorship and professional development * A smoother transition to civilian employment How to Apply Interested service members should apply at src.com/careers (link): * Provide resume * Anticipated SkillBridge start date/eligibility * Branch of service and current role What Sets Us Apart? SRC, Inc., a not-for-profit research and development company, combines information, science, technology and ingenuity to solve "impossible" problems in the areas of defense, environment and intelligence. Across our family of companies, we apply bright minds, fresh thinking and relentless determination to deliver innovative products and services that are redefining possible. When you join our team, you'll be a part of something truly meaningful - helping to keep America and its allies safe and strong. You'll collaborate with more than 1,400 engineers, scientists and professionals - with 20 percent of those employees who have served in the military - in a highly innovative, inclusive and equitable work environment. You'll receive a competitive salary and comprehensive benefits package that includes four or more weeks of paid time off to start, 10 percent employer contribution toward retirement, and 100 percent tuition support. #CJ This is an unpaid internship through the DoD SkillBridge Program. Service members continue to receive military pay and benefits through their command during participation.
    $29k-48k yearly est. Auto-Apply 60d+ ago

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