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Commodity Trader remote jobs

- 213 jobs
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Remote job

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or *************************** Job 3: NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-142k yearly est. Easy Apply 60d+ ago
  • Remote Insurance and Investments Financial Services Rep

    Rainmakers Inc. 3.7company rating

    Remote job

    Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered) Flexible schedule perfect for travelers or stay-at-home professionals No quotas or income caps Residual income + bonuses + stock options Tax advantages (1099 contractor) Requirements: 18+ & no felony record Reliable Wi-Fi & Zoom access Self-motivated & trustworthy
    $31k-43k yearly est. 60d+ ago
  • Future Role at Catio

    Catio

    Remote job

    Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide. Join Our Talent Community for Future Roles at Catio Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply. Why Consider a Future at Catio? Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business. Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team. Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance. Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how. Who We're Looking For: We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship! How to Express Interest: If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available. Catio: Where Your Future Is Built Today Shape the Future with Catio Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform. At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities. Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Commodity Meat Trader - USA (REMOTE POSITION)

    Andes 4.2company rating

    Remote job

    Founded in 2011, Andes Global Trading is an international meat trading company, and one of the fastest growing exporter to butcher shops, retailers, food distributors and meat packers across Mexico, Latin America and Canada. Widely respected in the industry, ANDES has been named among the top 50 fastest growing companies and among the top 50 private companies by the South Florida Business Journal. We believe in passionately building an extraordinary company, with a happy and respectful environment, living with an entrepreneurial spirit, where our people can contribute and grow. Position Summary. We are on the lookout for a driven individual with a passion for the meat industry. This position will be responsible for tradingcommodity meat products (fresh or frozen pork, beef, chicken or turkey); while building and maintaining solid long-term relationships with counter parties in the meat industry across North America and potential foreign suppliers. The position clientele will include other traders, meat processors, foodservice and retail accounts. At Andes we are proud to be a hands-on, fast-moving, and entrepreneurial company. The ideal candidate thrives in a fast-moving environment, has an entrepreneurial mindset, is a great cultural fit, and brings the appropriate structure to ambiguous, often rapidly changing environments. Key Accountabilities: Responsible for managing portfolio of customers in within the US & Canadian market. Responsible to execute on buy & selling (trade) to assigned accounts. Work closely with procurement team and other sales teams in order to gain incremental business opportunities across all trade channels. Work closely w/logistics and operations in order to satisfy customers' needs and timelines. Ensure daily analysis of market trends and data. Develop and execute sales budgets as per company's standards & requirements. Serve as an advisor to both customers and our procurement team in order to capitalize on market opportunities and trends. Work closely with accounting and collections in order to comply with all requirements, and to make sure aging is up to date and in within parameters. Required Experience and Skills: Minimum of 3+ years of experience Sound knowledge of North American markets across the protein industry Good connections with meat packers and end users Transferable portfolio of business is essential Can grow and manage their own book/portfolio of commodity meat Spanish language is a plus Highly organized and detail-oriented with strong focus on accuracy, while quick to learn Excellent oral and written communication skills Enjoys helping and interacting with other people; always friendly and courteous Excellent judgment and discretion in handling difficult situations Strong work ethics and a natural team player who helps others succeed Excited about enhancing its performance by leveraging the use of technology and our database to increase sales Why work for Andes Global Trading? At ANDES, we recruit and hire people who think like owners as we are entrepreneurial in spirit following the Rockefeller Habits. We own our unique values-based culture, and our work environment is deeply rooted in honesty, transparency, communication, commitment, responsibility, and most importantly, an amazingly genuine attitude. ANDES has been named among the Top 50 fastest growing companies and Top 50 private companies by South Florida Business Journal and recognized for excellence in entrepreneurship from Greater Miami Chamber of Commerce. The Company is a proud member of the U.S. Meat Export Federation. We value our employees and offer a robust benefits package including 100% company paid health insurance for our employees, dental, vision, paid time off, life insurance, disability coverage and an Individual Retirement Account with company matching. We pride ourselves on our fun and energetic environment that also provides our employees with a great sense of belonging as people are at the heart of all we do!
    $68k-121k yearly est. Auto-Apply 60d+ ago
  • Commodities Trader - Vice President

    Deutsche Bank 4.9company rating

    Remote job

    Job Title: Commodities Trader Corporate Title: Vice President This is a trading role on Deutsche Bank's expanding Commodities Trading desk. In this role, you will trade Oil and Refined products, as well as Natural Gas and Power. The purpose is to fulfill Deutsche Bank's growth objective for the overall Rates business in North America, but moreover, to enable Deutsche Bank Commodities Trading to engage with more client geographically and to enable the business to have a truly global footprint. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs What You'll Do Trade and risk manage Crude Oil and Refined products in North America Trade and risk manage Natural Gas A key driver in the rollout of Basis markets in Natural Gas and US Power Trading Build relationships with internal stakeholders to push the business forward Engage externally with clients to discuss market dynamics Assist in client development by meeting with prospective clients How You'll Lead Engage internal stakeholders and inform them about Commodity developments Take ownership of trading books after London close each day Push additional development and buildout of the Energy business Skills You'll Need Must have extensive trading and risk management experience in Oil and Natural Gas Comfortable pricing multiple risk instruments simultaneously Experience with Linear and non-Linear trading instruments Solid communication skills to interact with Coverage teams and other Traders to effectively transact customer requests Ability to engage with clients on Deutsche Bank's business as well as latest market trends, updates, and market information Skills That Will Help You Excel Ability to work in a team and help others Desire to help build a business and grow the Deutsche Bank platform Keenness to engage stakeholders to build product scope and product development Basic knowledge and ability in using Python Prior experience with physical Gas or Power markets would be a bonus Expectations It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $187.5K to $307.5K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
    $187.5k-307.5k yearly Auto-Apply 60d+ ago
  • OTC Derivatives Sales Trader

    Anchorage Digital

    Remote job

    At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. Are you passionate about the fast-paced world of Over-The-Counter (OTC) derivatives on cryptocurrencies and possess a knack for building strong client relationships? Do you thrive in a dynamic environment where your market insights and strategic thinking directly contribute to the growth of our business? Do you enjoy working with customers to help find solutions for their needs? If so, we have an exceptional opportunity for you! Join our team as an OTC Derivatives Sales Trader, where you will be at the forefront of connecting a wide range of client personas with tailored crypto derivative solutions, navigating complex market dynamics, and driving revenue generation. This role offers a unique platform to leverage your expertise, expand your network, and make a significant impact within a collaborative and high-performing culture. Get ready to immerse yourself in the intricacies of global markets and play a pivotal role in shaping our clients' investment strategies. We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the OTC Derivatives Sales Trader role:Technical Skills: Drive - Proactively identify and pursue new business opportunities within the OTC derivatives space. Demonstrate a strong sense of urgency and a results-oriented approach to customer service while also achieving and exceeding sales targets. Build - Establish and nurture strong, long-term relationships with institutional clients, understanding their specific needs and providing tailored derivative solutions. Develop a deep understanding of our product offerings and their applications. Develop - Use programming skills to find efficiencies in work flows and operational processes, reducing manual effort and the human error surface area. Complexity and Impact of Work: Lead - Take ownership of client relationships and sales processes, guiding clients through the execution of complex derivative transactions. Provide market insights and strategic advice to help clients achieve their financial objectives. Manage - Effectively manage a portfolio of client relationships, ensuring their ongoing satisfaction and identifying opportunities for additional trading needs. Navigate regulatory requirements and internal compliance procedures. Organizational Knowledge: Collaborate - Work closely with trading, structuring, legal, and operations teams to develop and deliver comprehensive solutions to clients. Share market intelligence and client feedback to enhance our product offerings and strategies. Deliver - Ensure the seamless execution of trades and the efficient delivery of post-trade services to clients. Maintain accurate records of client interactions and trading activities. Communication and Influence: Listen - Actively listen to clients to understand their investment goals, risk tolerance, and market views. Solicit feedback to continuously improve our service and offerings. Contribute - Articulate complex derivative concepts clearly and concisely to clients, both verbally and in written presentations. Effectively communicate market trends and trading strategies. You may be a fit for this role if you have: A strong understanding of OTC derivative products, particularly forwards and options trading Proven experience in a client-facing salestrading role Demonstrable track record of building and maintaining successful relationships with institutional clients (e.g., asset managers, hedge funds, corporations, banks) Excellent communication, presentation, and negotiation skills, with the ability to explain complex concepts clearly Strong analytical and problem-solving abilities, with the capacity to understand and address client-specific needs A solid understanding of relevant market regulations and compliance requirements A Bachelor's degree in Finance, Financial Engineering, Statistics, Economics, or a related quantitative field. Although not a requirement, bonus points if: Existing network of institutional clients within the relevant market segments Programming experience, particularly focused on operational efficiencies and auditability Strong background in macro trading and dominant themes in a variety of markets such as crypto, equities, fixed income, energy and fiat currencies. You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :) About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.
    $81k-143k yearly est. Auto-Apply 60d+ ago
  • Sales Trader

    SFOX

    Remote job

    sFOX is a full-service prime dealer uniting liquidity from over 30 exchanges and OTC desks in one easy-to-manage platform. sFOX's platform provides traders with best execution services from a single account, a single counterparty, and a single workflow - giving traders greater capital efficiency. Its smart order router algorithmically routes traders to the most competitive prices worldwide, reducing slippage and improving trade performance across immense scale. sFOX is committed to the highest standards of investor protection and reliability. The platform is SOC 2 certified and provides access to the market 24/7 with 99.99% uptime. Founded in 2014, the company is backed by Social Capital, Digital Currency Group, Khosla Ventures, DHVC, Haystack, Blockchain Capital, Y Combinator, and executives from PayPal and Airbnb. We're on a mission to open the world's financial markets to everyone and we're looking for exceptional talent to join our rapidly growing team. We are seeking a dynamic and experienced Sales Trader with a strong background in cryptocurrency markets to join our sales team. The ideal candidate will have a deep understanding of digital assets, liquidity sourcing, and institutional client engagement. You will be responsible for executing trades, managing client relationships, and providing market insights in a fast-paced and evolving environment. Responsibilities Execute client orders in spot and derivatives crypto markets with precision and efficiency Provide real-time market color, pricing, and liquidity solutions to institutional and high-net-worth clients Develop and maintain strong client relationships through proactive communication and support Collaborate with the trading desk to manage risk exposure and optimize execution strategies Monitor market trends, news, and liquidity conditions to inform clients and internal teams Assist in onboarding new clients, ensuring compliance with KYC/AML and regulatory requirements Contribute to product development discussions by relaying client feedback and market needs Manage P&L accountability for client trading activity Requirements 3+ years experience as a Sales Trader or Institutional Sales professional in crypto Familiarity with crypto products including spot, futures, options, and structured products Proven track record of building and maintaining institutional client relationships Excellent understanding of market microstructure, liquidity dynamics, and execution strategies Strong analytical and communication skills, with high attention to detail Ability to work in a fast-paced, high-pressure environment with 24/7 market exposure Strong understanding of market structure, trading platforms and crypto execution venues Proven ability to build and manage client relationships in a high-performance trading environment sFOX is committed to diversity in its workforce and is proud to be an equal opportunity employer. We do not make hiring or employment decisions on the basis of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other basis protected by applicable local, state or federal law.
    $81k-143k yearly est. Auto-Apply 60d+ ago
  • Senior PM / Trader / Quant

    Tanius Technology

    Remote job

    At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and test new trading systems. Your role will include using the latest machine learning techniques to analyze mountains of market data and apply them to new and existing trading models. As a researcher you will work closely with traders and developers to analyze market data and trading strategies, and develop new ways to approach the market. You need to have a working skillset in programming, preferably python, with some exposure to C/C++ or other compiled languages. On the statistics side, you will need a working knowledge of statistics and linear algebra. For this senior role, we are expecting a track record of performance on large projects / trades. Tanius maintains a large suite of tools to enable fast, iteratable research, including very large on premise clusters for optimization and fitting as well as a suite of programmatic apis to our custom tick database and fitting systems. Whatever research you are doing, we'll be able to help scale it quickly. This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
    $87k-150k yearly est. Auto-Apply 60d+ ago
  • Mutual Fund Trader - Series 7 & 63

    Atria Wealth Solutions

    Remote job

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Mutual Fund Trader will provide a high level of subject matter expertise with Mutual Fund, UIT, and Precious Metals products and operational functions. The primary focus of the trader is to deliver an extraordinary service experience and provide operational trading support to our financial advisors, staff, and their clients in an inbound call center environment. This role will also provide backup support to other internal support desks, including Equity Trading, Enhanced Trading, and Trading Operations. The role requires individuals seeking a collaborative, fast-paced environment, are client-focused, and are able to execute in a way that encourages creativity and continuous improvement. Being flexible and adaptable to competing priorities will be key success factors for this position. Responsibilities: * Supporting Advisors, clients, and internal business partners with trading inquiries which may include order placement, research, corrections, and systems troubleshooting involving trading products. * Assisting internal employees through knowledge sharing, escalation support, and ensuring problem resolutions are reached. * Participation in weekly team huddles and bi-monthly staff meetings to build mutual trust, respect, and cooperation among team members. * Building and leveraging relationships with internal LPL departments, 3rd party vendors, transfer agents, and sponsors to assist with escalations, improve processing pain points, mitigate risk to the firm, and safeguard against trading compliance violations. Acting as liaison for Financial Advisors who may raise inquiries regarding mutual fund/UIT prospectus or assistance with navigating LPL's trading platform and resources. * Identify risk, analyze procedures, and work with managers to resolve procedural gaps. When applicable, determine if a Technology incident should be raised for further investigation. * Taking consultative approaches to identify opportunities that increase operational efficiency and improve the Advisor/client experience. Coordinating with internal teams, mutual fund sponsors, and transfer agents for trade related issues/pain points and action said provisions to improve processes. * Work to ensure a positive outcome for Advisors/clients while also minimizing the possibility of a reoccurring negative experience. * Work through complex situations to understand the root cause of problems and determine economical solutions. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: * 3+ years of financial services, preferably in Trading * Series 7 and 63 required * Registration in all US States & Territories is required upon hire Core Competencies: * Proficiency in standard computer knowledge (including software skills) and must be able to follow audible troubleshooting instructions if/when necessary * Strong MS Office skills required. * Attention to detail * Ability to work with other departments * Strong analytical and communication skills * Ability to work independently and within a group setting * Ability to handle fast paced and deadline driven environment Preferences: * Knowledge of Mutual Fund, UIT and Precious Metals markets * Knowledge of trading regulations and requirements * General knowledge of Equities and Bond markets * Beta, Morningstar, Siebel, ClientWorks experience preferred * Series 24 preferred, but not required * VBA macros knowledge Pay Range: $28.85-$48.08/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $28.9-48.1 hourly 3d ago
  • Energy Trader Analyst or Electric Utility Analyst

    City of Lakeland, Fl 3.6company rating

    Remote job

    GENERAL DESCRIPTION OF CLASS This is professional-level work related to acquiring natural gas supply and oil for Lakeland Electric's power plants. Requires advanced technical skills to perform energy analysis using electric modeling software to evaluate data and make recommendations. Work is performed with independent judgment and decision-making using established policies and procedures under the general direction of the Fuels Manager. The manager evaluates work upon completing written reports and overall results. This position is for an Energy Trader Analyst however; it may be filled at the level of an Electric Utility Analyst. ESSENTIAL FUNCTIONS * Purchases, sells, and trades natural gas cost-effectively for consumption at Lakeland Electric's generating plants to meet supply objectives for short and long-term needs. * Manages fuel inventory for oil and maintains it within established policy levels. * Nominates natural gas using FGT, Transco, and Gulfstream pipeline websites. * Controls the flow of natural gas for the generating units using the Delta-V software. * Schedules transportation for trucking oil. In addition, acts as a liaison between our power plants and transportation personnel. * Takes appropriate steps to avoid penalties on pipeline alert days, reducing cost impact to ratepayers. * Represents LE before the Florida Municipal Power Pool (FMPP) by participating daily on the morning call and projecting natural gas dispatch prices, imbalance projections, natural gas burn forecasts, and any adjustments needed for intraday transactions should they arise. * Performs analysis activities for FMPP Fuels Committee to identify opportunities to improve economic operation resources. * Performs modeling studies using specialized software for short and long-range forecasts directly and indirectly related to fuel, solar, and energy contracts. * Conducts energy analysis comparing solar meter reading to ensure compliance with purchase power contracts. * Provides support to the Power Resources Department. * Makes recommendations from statistical modeling to analyze the best generation mix for rates. * Maintains pipeline monthly compliance imbalance reporting and cash out/book out activities. * Reviews vendor billing for compliance with fuel contracts. * Develops and prepares reports and statistical information for governmental agencies for compliance reporting and Fuel Department records. * Generates analysis for fuel-related areas and makes recommendations to the Fuels Manager. * Monitors industry activities and trends and keeps current on regulatory developments. * Assists Fuel Manager with hedging strategies, recommendations on long-term purchases, firm capacity, and other energy risk management strategies. * General accounting duties include adjusting journal entries for budget and expense transfers. * Assists the Fuels Manager in preparing and monitoring the fuel budget. * Assists the Fuels Manager with forecasts to establish fuel rates and long-term procurement planning. * Works periodic weekends and after-hours activities, including calls, adjustments to nominations, purchasing additional or reducing natural gas purchases, acquiring capacity, and/or marketing excess supply or capacity. * Must be able to assume responsibility for on-call fuel-related activities 24 hours, 7 days a week. * Must be able to work remotely (away from the Lakeland Electric office) without close direct supervision for after-hours call duties. * The position is designated as Mission Critical. ADDITIONAL FUNCTIONS: * Performs related work as required. This posting reflects the essential functions and knowledge, skills, and abilities for Energy Trader Analyst; however, applicants may view the complete job description for Electric Utility Analyst on the City of Lakeland's employment page. QUALIFICATIONS (EDUCATION, TRAINING AND EXPERIENCE) QUALIFICATIONS FOR ELECTRIC UTILITY ANALYST: * Bachelor's degree from an accredited four (4) year college or university in Mathematics, Statistics, Finance, Accounting, Economics, Business, Planning, Marketing, Engineering, or a closely related field. * Two (2) years of experience in accounting, natural gas trading, or utility modeling and analyzing energy data. QUALIFICATIONS FOR ENERGY TRADER ANALYST: * Bachelor's degree from an accredited four (4) year college or university in Accounting, Finance, Business, Engineering, or a related field. * Four (4) years of experience in a responsible position in natural gas trading or utility modeling and analyzing energy data. SPECIAL REQUIREMENTS: * Must possess and maintain a valid driver's license. * Must be willing and able to maintain a valid telephone number and internet service. KNOWLEDGE, SKILLS, ABILITIES * Thorough knowledge of the procurement of natural gas, LNG, and No. 2 oil, including the nomination of natural gas on pipeline websites. * Thorough knowledge of financial, statistical, utility, fuels, or marketing analysis, techniques, and modeling and the ability to apply knowledge in preparing studies and forecasts. * Skilled in the use of various computer software programs. (Excel, Microsoft Word, etc. preferred) * Ability to establish and maintain effective working relationships with co-workers, other City employees, and the general public. * Ability to work under general supervision and to think independently to deal with potentially stressful situations requiring critical time-sensitive responses to challenges so that appropriate solutions can be executed within a limited time frame. * Ability to perform technical computations, make estimates, and compile statistical data. * Ability to communicate effectively and concisely, both orally and in writing. * Exemplifies an appreciation for time-sensitive deadlines and the importance of tracking and meeting these deadlines. * Business problem-solving skills and judgment to analyze and solve issues and provide solutions for resolution. * Ability to prioritize, track and complete multiple projects within deadlines and competing demands. * Considerable knowledge of applicable governmental rules, industry standards, and procedures. * Considerable knowledge of electric energy modeling. * Knowledge of principles of risk management and general knowledge of natural gas hedging. * Knowledge of governmental or utility fuel budgeting and basic accounting procedures. WORKING ENVIRONMENT/PHYSICAL REQUIREMENTS: * Requires sedentary work that involves walking or standing some of the time, exerting up to 10 pounds of force regularly, and routine keyboard operations. * The job risks exposure to no significant environmental hazards. * The job requires normal visual acuity, field of vision, hearing, speaking, color perception, sense of taste, sense of smell, depth perception, and texture perception. All City of Lakeland positions are subject to testing (e.g. written, oral, performance, computerized, interview and/or any combination). Candidates selected for testing will be notified via email or telephone. Please check your email and telephone messages regularly, including "junk" folders. Test times and locations to be announced. THE CITY OF LAKELAND IS AN EQUAL OPPORTUNITY/EQUAL ACCESS EMPLOYER AND A DRUG FREE WORKPLACE City of Lakeland 2024 Summary Sheet Annual Leave Annual leave is accumulated bi-weekly and based upon years of service as follows: Annual leave may be taken as earned by employees hired after January 1, 1989. Employees hired prior to that date use annual leave within the calendar year following the year the leave is earned. All employees may carry over up to a maximum of twenty (20) days at the end of the calendar year. Regular part-time employees who work at least twenty (20) hours per week accrue annual leave at the rate of four (4) hours per month.* Sick Leave Sick rate is accrued biweekly based upon years of service and standard hour classification. Eligible for use as soon as earned. Regular part-time employees who work at least twenty (20) hours per week accrue sick leave at the rate of four (4) hours per month. * NOTE: REGULAR employees with a working day other than eight (8) hours, please contact your supervisor regarding these policies. Sick Leave Pool Allows employees to receive sick leave benefits in cases involving catastrophic or long-term illnesses or injuries after all personal leave time has been depleted. Regular full-time employees contribute eight (8) hours and Regular part-time employees contribute four (4) hours on an annual basis. Employees must have completed one full year of service on or before December 31st of the calendar year enrollment; and have accumulated at least forty (40) hours of sick time (twenty (20) hours for Regular part-time employees). Participation in this program is voluntary. For more information contact Amanda Kaiser at 834-8768 Family & Medical Leave Federal legislation guarantees up to twelve (12) weeks per year off work under certain circumstances outlined in the policy manual. The employees must have been employed by the City for at least twelve (12) months and have at least 1,250 hours of service during the 12-month period before the requested leave. The City will continue its group life and health insurance for an employee on leave at the same level and under the same conditions that existed while the employee was working. For more information contact Dawn Justice at 834-6038. Pension Plan Provision for retirement income requiring mandatory participation for full-time regular employees. Defined Benefit Plan: Plan C Employee 4.16% Employer 15.66% OR Defined Contribution Plan: Executives, New Hires aged 52 and older, and Fire/Police Recruits Employee 8.5% or 11% per election upon hire Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds. The Employees' Pension Board performs the due diligence on the mutual funds. Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up" amount of $7,500; employees age 60-63 can also add a "catch-up" amount of $11,250. Additionally, a match of up to 5% of salary is offered by the City in Plan C. Holidays Twelve (12) holidays, includes one (1) personal floating holiday to be used at any time after three (3) months of employment and prior to the end of the calendar year. Funeral Leave Up to three (3) days off with pay due to death of an immediate family member (as defined in the policy manual). Up to four (4) hours off with pay may be obtained through supervisor approval to attend local funeral services of persons other than immediate family. Jury/Witness Duty Employees required to serve on jury duty will be relieved of responsibility for their regular work shift or portion thereof and receive full pay while serving. All fees received for such service may be retained by the employee. Employees subpoenaed to any civil or criminal court proceeding, which employee is not personally or monetarily interested, shall be paid as if engaged in regular work activities. Military Leave Allows for up to 240 hours in any one calendar year for annual military training without loss of pay or benefits for any employee in some type of reserve status for the United States Armed Forces. (see policy manual for additional information). Maternity Leave Refer to Family & Medical Leave for those employees who qualify. Others may take up to three (3) months leave of absence available upon approval of the Department Head. Employees may opt to utilize any combination of paid (sick or annual leave) or unpaid leave. Leave of Absence Without Pay Written requests are subject to approval by Department Head and City Manager or designee for less than ninety (90) days. Requests for more than ninety (90) days also require Civil Service Board approval for employees in a Civil Service classification. Longevity Pay Tuition Reimbursement Program provides employees up to $2,500 per fiscal year (October 1 through September 30) for reimbursement of tuition of approved college, university, vocational, or correspondence classes upon completion with a grade of "C" or better in credit courses only. Full reimbursement is given for courses and fees, upon approval. The program does not include reimbursement for cost of books, supplies or other related expenses. For more information, contact Melissa Yelnick at 834-6844. Suggestion Awards A program designed to provide a consistent and organized method for employees to submit and be rewarded for constructive ideas for improvement. Maximum award is $1000. For additional information, contact Employee Engagement and Development at 834-6837. Direct Deposit of Paycheck (refer to handout in new employee folder) An account must be established with the institution of your choice prior to signing up for direct deposit. Uniforms/Equipment Uniforms issued at no cost to employees for those job classifications which require them. Equipment is issued to employees at either no cost or discounted cost depending upon job classification. Parking Free while at work. Break Periods Employees may be permitted two (2), fifteen (15) minute breaks during the workday. The time shall be at the discretion of the supervisor. For Information on Health Insurance, Dental, Vision, and Life Insurance please contact Benefits at 834-6797. For Information on Retirement Benefits, contact the Retirement Services Department at 834-8765 or 834-8797. For Information on Firefighter and Police Officer Retirement Benefits, contact Foster & Foster at ************. 01 Do you have a bachelor's degree from an accredited four (4) year college or university? * Yes * No 02 If you have a degree, please indicate the area of study for your degree. If no degree, type N/A. 03 Do you have two years of experience in accounting, natural gas trading, or utility modeling and analyzing energy data? * Yes * No 04 Please provide a narrative supporting your answer to the above question. Be sure to include specific job title(s), job duties, organization(s) and the dates where the work was performed. Note: The employers and dates of employment you list here must also be included in the "Work Experience" section of this job application. 05 Do you have four years of experience in a responsible position in natural gas trading or utility modeling and analyzing energy data? * Yes * No 06 Please provide a narrative supporting your answer to the above question. Be sure to include specific job title(s), job duties, organization(s) and the dates where the work was performed. Note: The employers and dates of employment you list here must also be included in the "Work Experience" section of this job application. 07 Please indicate your level of experience using Microsoft Excel: * None * Beginner * Moderate * Advanced * Expert 08 By clicking "Yes" below, I understand that all relevant work experience MUST be entered in the "Work Experience" section on my application. In addition, all current City of Lakeland employees must list all previous City of Lakeland work experience in the "Work Experience" section of the application. Failure to complete the "Work Experience" section will disqualify you from the application process. * Yes * No Required Question Employer City of Lakeland, Civil Service Address 500 N Lake Parker Avenue Lakeland, Florida, 33801 Phone ************* Website *********************************************
    $61k-79k yearly est. 9d ago
  • Energy Storage Real -Time Energy Trader / Power Trader - REMOTE

    Thinkbac Consulting

    Remote job

    Real\-Time Energy Trader \/ Power Trader \- Renewables & Battery Storage Locations: HYBRID (Houston, TX Area) \- Relocation Assistance Available This is an opportunity to join an industry leading renewable energy venture with strong private equity backing that is focused on the development, execution, and operations of dynamic utility\-scale energy storage projects. They are at the forefront of the industry, have accumulated over 9GW+ nationwide portfolio of projects that include a utility\-scale fleet of grid\-connected operating standalone battery storage assets This is a business critical role that will be join a team of Energy Traders on a growing Asset Management Division. The initial focus will be on the ERCOT Market leading renewable energy and battery storage real\-time trading transactions but the scope will expand to evaluation of the company's portfolio of utility\-scale renewable energy assets across all ISO \/ RTO markets in the United States. It will be part of a creative team focused on energy storage \/ battery storage trading strategies and real\-time energy pricing. The incumbent will also help pioneer the continued build\-out and utilization of a proprietary battery storage \/ energy storage management platform for utility\-scale renewable projects. They are committed to creating more renewable infrastructure solutions for the grid and are offering industry competitive compensation packages to their employees leading the drive to meet company goals. Other perks included a competitive base salary, open PTO policy, flex work hours, 401K match, solid health benefits, the opportunity to work with a transparent Executive Leadership Team..and more. RESPONSIBILITIES: The Renewables Power Trader \/ Real\-Time Energy Trader \- Execute real\-time power market strategies focused on optimizing the company's utility\-scale battery storage assets across ISO\/RTOs nationwide. The Renewables Power Trader \/ Real\-Time Energy Trader \- drives virtual, PTP, hedging, and co\-optimization energy storage real\-time trading strategies for assets in the portfolio The Renewables Power Trader \/ Real\-Time Energy Trader \- supports the analysis and development of back\-testing models, renewable energy product valuations, project finance, and risk analysis. The Renewables Power Trader \/ Real\-Time Energy Trader \- Advising the Scheduling Coordinator on real\-time market changes that could impact the performance of energy storage assets to ensure optimal BESS availability. This includes Day Ahead \/ Real Time operations such as outage coordination, dispatch, and capacity replacement transactions. The Renewables Power Trader \/ Real\-Time Energy Trader \- Executes real\-time, day\-ahead, and ancillary bids including virtual\/physical power market transactions that override the energy storage trading algorithm where relevant. The Renewables Power Trader \/ Real\-Time Energy Trader \- Acts as the SME on trends across all US Power Market activities and maintains the company's market registrations for multiple ISO\/RTO markets. QUALIFICATIONS: Utility\-scale renewables or power market experience evaluating market conditions to identify sales\/purchase\/arbitrage opportunities Proven track record of success in power trading including experience with portfolio optimization and physical\/virtual power trading dynamics dealing with various energy platforms (renewables, solar, wind, BESS, energy storage, natural gas, O&G, Hydro...etc) Must have experience with scheduling\/trading applications \- NERC Tagging \/ E\-tags, ISO Scheduling Portals, and SCADA Management platforms Well versed in in real\-time energy trading, derivatives, power marketing, and transmission market operations including any relevant NERC, FERC, or transmission tariff\/compliance initiatives Solid analytical background focused on power market pricing, hedging strategies, transaction structuring, and risk assessments Must have an understanding of national energy markets and renewable energy portfolios (PJM, ERCOT, SPP, MISO, NYISO, ISO\-NE, and CAISO) "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638970462","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Industry","uitype":2,"value":"Energy and Utilities"},{"field Label":"City","uitype":1,"value":"Houston"},{"field Label":"State\/Province","uitype":1,"value":"Texas"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"77002"}],"header Name":"Energy Storage Real\-Time Energy Trader \/ Power Trader \- REMOTE","widget Id":"**********00223019","is JobBoard":"false","user Id":"**********00131003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********38111191","FontSize":"15","google IndexUrl":"https:\/\/thinkbac.zohorecruit.com\/recruit\/ViewJob.na?digest=tvisl KDeyfDTxUWo1VQZIzkcn38uRhXrFnMyUlBCRCE\-&embedsource=Google","location":"Houston","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"17k26dc14151ca4874d40943f17d9cf8f7675"}
    $62k-98k yearly est. 60d+ ago
  • Remote Financial Representative- Entry Level

    The Delaney Agency 4.1company rating

    Remote job

    About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote
    $67.1k-80.8k yearly Auto-Apply 2d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Bouchard Financial Group 4.5company rating

    Remote job

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual Bouchard Financial Group! At Northwestern Mutual Bouchard Financial Group, we are dedicated to building long-lasting, genuine relationships within the community while helping clients create lasting financial security. Our mission is to partner with the community and provide peace of mind through education and exceptional financial guidance, supported by a vision to be the most successful, innovative, and admired organization in the financial services industry. Guided by our core values of integrity, grit, respect, and courage, Bouchard Financial Group is actively involved in supporting local charities and organizations such as Alexs Lemonade Stand Foundation for Childhood Cancer, Golisano Childrens Hospital of Southwest Florida, multiple local Chambers of Commerce, SWFL Business Network, SWFL Inc., Young Professionals of Naples, and Florida Gulf Coast University, as well as the SANCAP Chamber. Our thriving offices are located at: 10070 Daniels Interstate Court #230 Fort Myers, FL 33913 4851 Tamiami Trail North Suite 302 | Naples, FL 34103 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Jesse Bouchard, Managing Director: Time with NM: 20 years Prior to NM: Customer service and hospitality/restaurant industry Passionate About: Traveling, spending time with family, enjoying the beach, and dining out. Garrett Groshek, Financial Advisor: Time with NM: 5 years Prior to NM: Professional football player Passionate About: Sports and spending time with his wife and their son. Jesi Jarosz, Financial Advisor: Time with NM: 4 years Prior to NM: Flight attendant and health insurance Passionate About: Food, time with friends and family, faith, and travel. Gardel Espinal, Financial Advisor: Time with NM: 3 years Prior to NM: Model and auto show product specialist Passionate About: Working out, reading, spending time with family, basketball, and traveling. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $43k-72k yearly est. 3d ago
  • Business Banker

    United Community Bank 4.5company rating

    Remote job

    Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do * Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process * Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time * Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews * Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions * Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities * Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals * Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success * Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients * Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions * Strong business acumen with the ability to assess and support the unique needs of small business clients * Excellent verbal and written, communication skills, with strong organizational and time management abilities * Proven relationship-building skills and a client-first mindset * Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.
    $60.5k-93.1k yearly 37d ago
  • Financial Clearance Representative - Part Time - Remote

    McLaren Health Care 4.7company rating

    Remote job

    Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools. * Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines. * Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information. * Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations. * Estimates and collects copays, deductibles, and other patient financial obligations. * Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements. * Applies recurring visit processing according to protocol. * Performs duties otherwise assigned by management. Qualifications: Required: * High school diploma or equivalent required * One year experience in patient access, registration, billing or physician office Preferred: * One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification Equal Opportunity Employer of Minorities/Females/Disabled/Veterans Additional Information * Schedule: Part-time * Requisition ID: 25005298 * Daily Work Times: Standard Business Hours * Hours Per Pay Period: 64 * On Call: No * Weekends: No
    $33k-42k yearly est. 25d ago
  • Entry-Level Financial Services Representative

    Munger Agency

    Remote job

    About Us The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development. Job Summary We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one. Key Responsibilities Communicate with prospective clients who have requested information Understand individual needs and provide tailored recommendations Manage your schedule, client follow-ups, and personal goals independently Work within a team-focused environment that values learning and collaboration Participate in regular training and mentorship to improve performance What We Offer Work-from-home flexibility with full-time or part-time options Complete training and hands-on mentorship A supportive and growth-oriented team culture Clear path to advancement and leadership opportunities Requirements What You Need Strong communication skills and a desire to help others Self-discipline and a high level of personal responsibility Willingness to learn and adapt in a fast-paced environment Comfortable working independently and remotely Must be 18 or older and authorized to work in the U.S.
    $31k-50k yearly est. 60d+ ago
  • Patient Financial Services Representative

    Fairview Health Services 4.2company rating

    Remote job

    Fairview are looking for a Patient Finacial Services Representative to join our team! This is a fully remote position approved for a 1.0 FTE (80 hours per pay period) on the day shift. This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics. * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work Preferred Qualifications * 1 year Medical billing office setting experience * MS Office experience * Insurance/follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 3d ago
  • Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Remote job

    About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website
    $31k-50k yearly est. 60d+ ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote job

    Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
    $31k-39k yearly est. 60d+ ago
  • Patient Financial Service Representative I

    CWI Landholdings 3.0company rating

    Remote job

    At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Job Summary: Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. Essential Functions: Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas. Acts as a patient resource for navigating through the various departments of our health system. Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations. Negotiates payment plan arrangement and screens for financial assistance needs. Responds to patient's questions in a timely, professional manner Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls. Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts Educates and supports parents, families, and representatives with questions regarding CHW account balances. Educates families on insurance and revenue cycle processes. Determines when rebilling is appropriate and takes necessary steps in billing system to complete. Legacy Essential Functions: Reviews in-coming correspondence and respond accordingly. Updates billing information Reviews and updates return mail with new addresses Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances Works within the Medical College of WI service area in billing system to resolve shared services account balances Escalates situations to leadership when appropriate for service recovery and timely resolution Education: High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required Experience: 1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required Knowledge, Skills and Abilities: Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations. Strong multi-tasking, organizational and time management skills. Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility. Must have knowledge of all revenue cycle operations and processes. Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Required for All Jobs: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job. Employment is at-will. This document does not create an employment contract, implied or otherwise. Full Remote Work Opportunity! Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:
    $24k-35k yearly est. Auto-Apply 4d ago

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