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 FinancialAdvisors. 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 FinancialAdvisors, the FinancialAdvisor 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 FinancialAdvisor 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.
$58k-82k yearly est. 60d+ ago
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US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Athens, GA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financialadvisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financialadvisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financialadvisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financialadvisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 41d ago
Investment Advisor
Barclays Plc 4.6
Finance advisor job in Jersey, GA
Purpose of the role To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. Accountabilities
* Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
* Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
* Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. .
* Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
* Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
* Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
* Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
Assistant Vice President Expectations
* To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
* Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
* If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
* OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
* Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
* Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
* Take ownership for managing risk and strengthening controls in relation to the work done.
* Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
* Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
* Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
* Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
* Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us as an Investment Advisor - Crown Dependencies, where you will have exciting chance to act as the conduit into the full spectrum of our investment capabilities, providing a comprehensive consultation process to assess the needs and risk appetite of the client, and translating this into holistic asset allocation and risk management. You will be proposing appropriate investment solutions for the clients including pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews, and client updates.
You will work in close partnership with Relationship Managers in Private Banking, serving as a specialist with a deep understanding of our investment offerings. In this role, you'll focus on direct interactions with affluent, H/UHNW, Trusts and Corporate clients, building and nurturing both internal and external relationships to grow a portfolio of investment advisory and discretionary clients.
To be successful as an Investment Advisor you should have experience with:
* Industry qualifications at FCA Level 4 and/or CFA, with the potential to pursue additional qualifications as required by business needs.
* A deep, comprehensive understanding of our investment philosophy, including asset classes such as equities, bonds, alternatives, derivatives, and foreign exchange.
* Excellent knowledge of macroeconomics, portfolio construction, and the range of solutions needed for effective implementation. Familiarity with behavioral economics is also a plus.
Some other highly valued skills include:
* Level 6 CISI /FCA or equivalent
* An understanding of behavioural economics Self-motivation and the ability to strategically plan and execute client acquisition and relationship-building efforts.
* Relevant experience in the affluent investment industry at a level consistent with this role.
* Excellent presentation skills to effectively communicate and showcase our investment offerings.
* A collaborative mindset, able to work with colleagues worldwide to deliver comprehensive banking and financial services for clients.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in Jersey.
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
$82k-123k yearly est. 5d ago
Investment Analyst
Quality Technology Services, LLC 4.4
Finance advisor job in Duluth, GA
**Who We Are:** It's exciting to find yourself standing in a pivotal moment in time. It's even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at the forefront of today's dynamic digital transformation.
As AI and cloud drive the demand for increased speed, capacity and capability, QTS has emerged as the global digital infrastructure leader, committed to connecting the world for good. Driven by purpose and fueled by a spirit of innovation, QTS designs, builds and operates some of the world's most advanced, forward-thinking data centers. QTS is a portfolio company of Blackstone.
QTS is **Powered by People** . People who play a vital role in our company's culture, innovation and growth. People who are committed to contributing to the communities where we operate and work. People who are knowledgeable, resourceful and mission driven. Together, we do great things.
**Who You Are:**
The **Investments Analyst** position is a part of QTS' Strategic Planning and Investments team which is focused on driving core growth initiatives domestically and internationally including:
+ Land and operating asset acquisitions
+ New development opportunities including build-to-suit (single customer) and multi-tenant sites
+ Strategic asset management such as re-tenanting and asset repositioning
**What You Will Do:**
The **Investments Analyst** will be responsible for helping the team create and support the following:
+ Prepare investment materials such as investment memorandums, presentations, and proposals
+ Create financial models to evaluate company acquisitions, financings (joint-venture, equity initiatives, etc.), land, and capital recycling
+ Assist in managing projects from identification through completion, including coordination of due diligence teams, model underwriting, and financing
+ Lead calls and meetings with key internal and external constituents as well as partner with business leaders to ensure that they understand the key financial drivers of the various opportunities
The role requires keen skills in the areas of real estate, financial modeling, and technology, along with the ability to lead through influence and communicate with the executive team and Blackstone partners.
**What You Need to be Successful:**
+ Bachelor's or Master's degree preferably with a concentration in Finance, Economics, Accounting or Mathematics or equivalent professional experience
+ 1+ years of working experience - preferably in a collaborative financial environment (banking, investment fund, real estate, etc.)
+ Proficiency in MS Office applications, especially Excel
**Nice To Have:**
+ Knowledge of financial concepts such as WACC, NPV, IRR and ROI
**Knowledge Skills and Abilities:**
+ Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure
+ Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a manner that enables non-financial managers to easily understand the information
+ High attention to detail and accuracy
+ Excellent written and oral communication skills
+ Enthusiastic attitude in a team environment and ability to work independently
+ Positive, flexible outlook
**The Perks (and these are just a few!):**
+ QRest Sabbatical
+ Employee Stock Purchase
+ QTS scholarship for dependents
+ Eagle Club award trip eligibility
+ Paid volunteer days
+ Tuition assistance, parental leave and military leave assistance
**Total Rewards**
This role is also eligible for a competitive benefits package that includes: medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending and HSA accounts; paid holidays; paid time off; paid volunteer days; employee assistance program; tuition assistance; parental leave; military leave assistance; QTS scholarship for dependents; wellness program, and other company benefits.
This position is Bonus eligible.
\#LI-SM1
We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
The "Know Your Rights" Poster is included here:
Know Your Rights (English) (*****************************************************************************************
Know Your Rights (Spanish)
The pay transparency policy is available here:
Pay Transparency Nondiscrimination Poster-Formatted (***********************************************************************************************
QTS is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************************ and let us know the nature of your request and your contact information.
It's exhilarating to find yourself at a pivotal moment in history- and even more so to be leading the way. At QTS Data Centers, we are proud to stand at the forefront of today's dynamic digital transformation. Our world-class data centers empower our customers' most strategic growth initiatives, positioning us as a global leader in digital infrastructure.
As AI and cloud technologies fuel the demand for increased speed, capacity, and innovation, QTS has emerged as the global digital infrastructure leader. We are committed to connecting the globe for good. Driven by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition to our cutting-edge technology, we are dedicated to sustainability, incorporating renewable energy solutions to minimize our environmental footprint and drive meaningful impact. As a proud portfolio company of Blackstone, QTS is uniquely positioned to achieve ambitious growth and innovation goals.
At QTS, we are _Powered by People_ . Our team members are the cornerstone of our culture, innovation, and growth. They are mission-driven, resourceful, and committed to making a positive impact in the communities where we live and work. Together, we're achieving remarkable things and shaping the future of digital infrastructure.
And we'd like to invite you to join us.
In addition to a variety of benefit packages, QTS goes above and beyond for our employees:
+ Roth and Traditional 401(k) matching contributions with immediate vesting
+ Every employee is bonus or commission eligible
+ Generous PTO, Paid Volunteer Days Plus Floating Holidays
+ Stock Purchase Plan (SPP)
+ 11 paid Holidays Annually/Holiday compensation when worked
+ Pet and Legal Insurance
+ Q-Rest Sabbatical Program
+ Q-Anniversary Service Award Program
+ Parental Leave for primary and secondary caregivers
+ Military Benefits Package
+ QTS Charitable Matching Gift Program
+ QTS Scholarship for Employee Dependents
+ QTS Crisis Fund
+ Wellness Program
+ Tuition Reimbursement Program
$68k-93k yearly est. 60d+ ago
Financial Solutions Advisor Registration Candidate - Five Forks
Bank of America 4.7
Finance advisor job in Lawrenceville, GA
Lawrenceville, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*******************************************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins 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. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
**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 30 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications**
+ Currently holds FINRA Securities Industry Essentials (SIE)
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
**Skills:**
+ Client Experience Branding
+ Client Solutions Advisory
+ Investment Management
+ Pipeline Management
+ Referral Management
+ Client Management
+ Customer and Client Focus
+ Portfolio Management
+ Prospecting
+ Referral Identification
+ Business Acumen
+ Executive Presence
+ Oral Communications
+ Risk Management
**_Weekly Schedule: Monday thru Friday, some Saturdays required_**
_This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$39k-65k yearly est. 40d ago
Client Advisor - Athens BMW-Sales
Phil Hughes Automotive Group
Finance advisor job in Athens, GA
Job Description
Client Advisor - Automotive
If you're ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals. The sky is the limit for highly motivated, results-driven team players who want to not only close the sale, but to turn new buyers into lifetime customers.
Job Responsibilities
Understand and implement dealership sales process
Own every aspect of the sales process (from new client prospecting to vehicle delivery)
Present and demonstrate inventory
Review, update and manage daily inventory reports
Create and execute strategies for increasing market share
Prepare and review monthly plans with sales leadership
Maintain Customer Service Index, Gross Average and monthly units to dealership standards
Remain up-to-date on products, market trends and certification
Must be familiar with Client Relationship Management (CRM) software
Education and/or Experience
Experience, education and prior sales training are a PLUS.
Requirements
Must pass drug screen, background check and have an acceptable Motor Vehicle Record.
Benefits
In addition to career-long personal development, our full time associates enjoy a number of benefits, including:
Paid Vacation
We offer Healthcare benefits for our employees
Vision & Dental Insurance
401k retirement plan with company match
No Sundays
About Us
Phil Hughes Automotive Group has been serving Athens and surrounding areas since 1976. We are locally owned and family-operated. Our company's focus is building relationships that last with our employees, customers, and community.
$45k-86k yearly est. 13d ago
Operations Financial Analyst I-III
Oglethorpe Power 4.5
Finance advisor job in Tucker, GA
Operations Financial Analyst I Responsible for supporting the design, development, and performing a broad scope of budget analyses and reporting for operations and the power generation facilities. This includes the support and partnership of being the Operations lead liaison with various OPC departments for budget variance reporting, evaluating, trending, monthly, and year-end projections. Supporting Plant Management to drive timely variance analysis, financial accruals, budget forecasting, and business plan development. Periodically supporting complex data requests, special projects such as facilitating new site proforma development, and compiling monthly reports/presentations.
Job Duties:
* Analysis of the overall financial and operational performance of generating plant and associated assets. Support the development of trends and projections. Track goal performance, produce monthly performance and variance reports, and provide other assistance and support as required.
* Coordination of budgeting and reporting processes; helping associates and others requesting data and information associated with the Business Plan(s) and Budget(s), Financial Forecast, and other department business responsibilities, and serving as liaison in integrating Plant Operations planning and reporting activities with Corporate Planning and Budgeting.
* Support and coordinate the preparation of summary-level reports or presentations to provide useful, timely budget performance analysis on fixed O&M and variable O&M for Plant Operations to senior management and other departments as needed.
* Periodic special projects, for financial performance and/or for future generation proposals, support the financial assessment/proforma analysis by being a liaison for critical data collection and coordinating submittal to the Planning Department.
* Assist in special projects of a financial or economic nature; serve as advisor to managers and associates on business and financial issues, such as monthly variance and accrual tasks.
* Coordination with GSOC Auditing and Consulting and with OPC Accounting, Finance, and Planning to ensure that overall data documentation and analysis support the actual performance of generation plants.
* Coordination of collection, documentation, and transmission of information and data needed to support OPC Operating Report, Annual Report, SEC 10-K Filings, and other requirements. Ensure that financial and accounting services performed for Plant Operations are optimized to streamline process efficiency.
Required Qualifications:
Education: Bachelor's degree in engineering, finance, accounting, engineering, or project management, or other related fields.
Experience: 0-2 years in electric utility generation planning, including budgeting, planning, and forecasting, and/or systems operations preferred.
Equivalent Experience: Associate's degree or 2-year technical degree and budget management, or power system economics, operations analysis, operations accounting, or another related field.
Specialized Skills:
* Requires good PC skills (Excel, PowerPoint, and Word).
* Good knowledge of finance, accounting, forecasting, and engineering economics is helpful.
* Strong written and verbal communication skills.
* Knowledge of Jedox, Lawson, Business Objects, and/or Bloomberg Professional is a plus.
Travel: 10-15%
Unusual hours required of this position: Incumbent will be expected to travel to plant locations to meet with staff and travel to other business locations such as joint owner headquarters and affiliated facilities. During certain periods, extended hours will be necessary.
Operations Financial Analyst II
Responsible for completion and leading the design, development, and performance of a broad assigned scope of budget analyses and reporting for operations and the power generation facilities. This includes being the Operations lead liaison with various OPC departments for budget variance reporting, evaluating, trending, monthly, and year-end projections. Lead the support of Plant Management to drive timely variance analysis, financial accruals, budget forecasting, and business plan development. Periodically supporting complex data requests, special projects such as facilitating new site proforma development, and compiling monthly reports/presentations.
Job Duties:
* Analysis of the overall financial and operational performance of generating plant and associated assets. Leading the development of trends and projections. Track goal performance, produce monthly performance and variance reports, and provide other assistance and support as required.
* Coordination of budgeting and reporting processes; helping associates and others requesting data and information associated with the Business Plan(s) and Budget(s), Financial Forecast, and other department business responsibilities, and serving as liaison in integrating Plant Operations planning and reporting activities with Corporate Planning and Budgeting.
* Leading the preparation of assigned summary-level reports or presentations to provide useful, timely budget performance analysis on fixed O&M and variable O&M for Plant Operations to senior management and other departments as needed.
* Periodic special projects, for financial performance and/or for future generation proposals, support the financial assessment/proforma analysis by being a liaison for critical data collection and coordinating submittal to Planning Department.
* Assist in special projects of a financial or economic nature; serve as advisor to managers and associates on business and financial issues, such as monthly variance and accrual tasks.
* Coordination with GSOC Auditing and Consulting and with OPC Accounting, Finance, and Planning to ensure that overall data documentation and analysis support the actual performance of generation plants.
* Coordination of collection, documentation ,and transmission of information and data needed to support OPC Operating Report, Annual Report, SEC 10-K Filings, and other requirements. Ensure that financial and accounting services performed for Plant Operations are optimized to streamline process efficiency.
Required Qualifications:
Education: Bachelor's degree in engineering, finance, accounting, engineering, or project management, or other related fields.
Experience: 2-4+ years in electric utility generation planning, including production cost modeling, budgeting, plannin,g and financial forecasting, and/or systems operations preferred.
Equivalent Experience: Master's degree with one year of experience in utility financial or generation planning.
Specialized Skills:
* Requires good PC skills (Excel, PowerPoint, and Word).
* Good knowledge of finance, accounting, forecasting, and engineering economics is helpful.
* Strong written and verbal communication skills.
* Knowledge of Jedox, Lawson, Business Objects, and/or Bloomberg Professional is a plus.
Travel: 10-15%
Unusual hours required of this position: Incumbent will be expected to travel to plant locations to meet with staff and travel to other business locations such as joint owner headquarters and affiliated facilities. During certain periods, extended hours will be necessary.
Operations Financial Analyst III
Responsible for designing, developing, and performing a broad scope of budget analyses and reporting for operations and the power generation facilities. This includes being the Operations lead liaison with various OPC departments for budget variance reporting, evaluating, trending, monthly, and year-end projections. Supporting Plant Management to drive timely variance analysis, financial accruals, budget forecasting, and business plan development. Periodically supporting complex data requests, special projects such as facilitating new site proforma development, and compiling monthly reports/presentations.
Job Duties:
* Analysis of the overall financial and operational performance of generating plant and associated assets. Development of trends and projections. Track goal performance, produce monthly performance and variance reports, and provide other assistance and support as required.
* Coordination of budgeting and reporting processes; helping associates and others requesting data and information associated with the Business Plan(s) and Budget(s), Financial Forecast, and other department business responsibilities, and serving as liaison in integrating Plant Operations planning and reporting activities with Corporate Planning and Budgeting.
* Prepare summary-level reports or presentations to provide useful, timely budget performance analysis on fixed O&M and variable O&M for Plant Operations to senior management and other departments as needed.
* Periodic special projects, for financial performance and/or for future generation proposals, support the financial assessment/proforma analysis by being a liaison for critical data collection and coordinating submittal to Planning Department.
* Assist in special projects of a financial or economic nature; serve as advisor to managers and associates on business and financial issues, such as monthly variance and accrual tasks.
* Coordination with GSOC Auditing and Consulting and with OPC Accounting, Finance, and Planning to ensure that overall data documentation and analysis support the actual performance of generation plants.
* Coordination of collection, documentation ,and transmission of information and data needed to support OPC Operating Report, Annual Report, SEC 10-K Filings, and other requirements. Ensure that financial and accounting services performed for Plant Operations are optimized to streamline process efficiency.
Required Qualifications:
Education: Bachelor's degree in engineering, finance, accounting, engineering, or project management, or other related fields.
Experience: 4+ years in the areas of electric utility planning and forecasting, budgeting, system operations, and utility contracts. Prior experience in management capacity is a plus.
Equivalent Experience: Master's degree with four years of experience in the utility industry or exposure to the utility industry
Specialized Skills:
* Requires good PC skills (Excel, PowerPoint, and Word).
* Good knowledge of finance, accounting, forecasting, and engineering economics is helpful.
* Strong written and verbal communication skills.
* Knowledge of Jedox, Lawson, Business Objects, and/or Bloomberg Professional is a plus.
Travel: 10-15%
Unusual hours required of this position: Incumbent will be expected to travel to plant locations to meet with staff and travel to other business locations such as joint owner headquarters and affiliated facilities. During certain periods, extended hours will be necessary.
$82k-103k yearly est. 29d ago
Private Wealth Management Wealth Advisor
Regions Bank 4.1
Finance advisor job in Gainesville, GA
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financialadvisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Manages the most sophisticated client relationships
Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience
May supervise other associates
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
Requirements
Bachelor's degree in business, finance, economics, accounting or related field
Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Anticipates client needs and is proactively provides solutions
Consistently a top performer
Excellent verbal and written communication skills
Expert relationship management, business development and presentation skills
Expert sales, negotiation, problem solving, and interpersonal skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$125,705.14 USD
Median:
$194,503.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsGainesville-Regions Center Admin OfficeLocation:Gainesville, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
$49k-76k yearly est. Auto-Apply 37d ago
Program Analyst I-PA13 - Financial Services Budget Division
Gwinnett County (Ga 3.6
Finance advisor job in Lawrenceville, GA
The Financial Services Budget Division is seeking a Program Analyst I to assist in administering the Annual Operating and Capital Budget and the 5-Year Capital Improvement Plan. The incumbent(s) will also provide timely and accurate financial data to county decision makers, departments, elected offices and citizens through budgetary analysis.
Essential Duties
* Administers current budgets to ensure compliance with Federal, State, and Local laws, annual adopted budget resolution, regulations, codes, and/or standards.
* Recommends solutions to complex budget issues.
* Creates and maintains systematic budget structures and controls.
* Establishes and maintains procedures/training.
* Manages special projects involving complex analysis.
Public Speaking Duties
* Presentation of material in a semi-formal environment
* Presentation of material in a formal environment
Grade
The grade for this position is 103.
Minimum Qualifications
* Bachelor's Degree in Accounting, Finance, Business Administration, or a closely related field.
* Three (3) years of professional level accounting, finance, or budgeting experience.
* or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.
Preferred Qualifications
* Professional level accounting, finance, budgeting or grants experience in the public sector.
* Experience using budgeting software programs.
Other Job Requirements/Information
* Strong analytical skills.
* Excellent critical thinking skills.
* Effective communication and interpersonal skills.
* Valid Driver's License from state of residency.
For information related to position-specific essential duties, knowledge and skills, and physical requirements, pleaseclick here.
Note: The class specifications listed on this website are not the official class specifications for Gwinnett County and are subject to change.
Additional Information
Department of Financial Services
The Department of Financial Services oversees the financial operations of Gwinnett County in compliance with state and federal laws, ensuring fiscal responsibility and superior bond ratings. Department functions include, but are not limited to: investment management, vendor and employee payment, debt issuance and monitoring management, self-insurance and liability programs management, procurement and contracts operations management, tax assessor administration, and strategic program design and deployment.
For more information about this department,click here
About Gwinnett County
Welcome to Gwinnett County Government
Gwinnett County Government is an award-winning employer that believes in investing in its employees by providing corporate level benefits, a wellness program, professional development opportunities, career advancement, and more
Careers with impact
Gwinnett County sets the standard as a dynamic, vibrant community where all people can enjoy economic opportunities, safe neighborhoods, plentiful greenspace, and recreational facilities. We are committed to hiring those who share our dedication to making life better for our residents and business owners. The culture of superior service that our employees have created reflects that standard and helps staff, residents, and stakeholders remain vibrantly connected.
Exceptional benefits
Working for Gwinnett County comes with exceptional benefits, including health coverage, a robust wellness program (Spouses can participate, too!), onsite employee wellness center, longevity pay, tuition reimbursement, and more. The value of Gwinnett County benefits can be up to 49 percent of an individual's total compensation.
World-class community
More than a million residents make up Gwinnett's diverse community. The County is located just 45 minutes from Hartsfield-Jackson Atlanta International Airport and 30 minutes from downtown Atlanta. Georgia Highway 316 reduces travel time to the University of Georgia to 25 minutes.
Gwinnett County is an award-winning employer!
* Atlanta's Healthiest Employer by Atlanta Business Chronicle
* Green Communities Platinum Certification for Gwinnett County from the Atlanta Regional Commission
* Top 100 Healthiest Workplaces in America by Springbuk and PR NewsWire and more!
Vision
Gwinnett is the preferred community where everyone thrives!
Mission
Gwinnett proudly supports our vibrantly connected community by delivering superior services.
Values
Integrity: We believe in being honest, building trust, and having strong moral principles.
Accountability: We believe in stewardship, transparency, and sustainability.
Equity: We believe in fairness and respect for all.
Inclusivity: We believe in engaging, embracing, and unifying our communities.
Innovation: We believe in continual adaptation of technology, process, and experience.
Hiring Process
Gwinnett County is an Equal Opportunity Employer. For more information regarding our hiring process, please click the links below:
* Hiring Process
* FAQs
Gwinnett County is committed to creating a diverse workforce. As an Equal Opportunity Employer, we prohibit discrimination on the basis of genetic information (including sex), race, color, national origin (including ancestry), gender (identity and expression), sexual orientation, age, marital status, familial status (including pregnancy), disability, military or veteran status, religion, political affiliation, immigration status, homeless status, or any other category protected by law.
$51k-70k yearly est. 54d ago
Financial Consultant
Dev 4.2
Finance advisor job in Lawrenceville, GA
Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Empower
Job Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
What you will do
As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer's retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower.
Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals
Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
Focus on deepening customer's relationship with Empower
What you will bring
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated sales, relationship management and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
What will set you apart
Previous experience with inbound and/or phone-based sales
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
A growth mindset to meet company and team sales goals
This position can be done remotely.
#LI - Remote
#wealthmanagement
#series7
#finance
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financialadvisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$52,000.00 - $64,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility: Remote - Nationwide
$52k-64k yearly 60d+ ago
Senior Analyst, Investments
Credigy 4.5
Finance advisor job in Norcross, GA
Credigy is seeking a Senior Analyst to join its Investments team in Atlanta, GA. As a consolidated subsidiary of National Bank of Canada, Credigy has a mandate to deploy capital across a wide variety of asset classes and geographies. The Investments team at Credigy fulfills this mandate by sourcing, structuring, and executing bespoke asset-backed lending and asset purchase transactions. Investment asset classes include consumer unsecured loans, mortgage and real estate assets, small business, and other structured products. Transaction structures include forward flows, revolvers, term loans, and bulk portfolio purchases, with deal sizes ranging from $50 MM to $1B. In this role, the successful candidate will provide direct tactical support to key members of the Investments team throughout the transaction life cycle and be involved in all aspects of transaction due diligence.
**Currently, we are unable to provide visa sponsorship. Candidates must be legally authorized to work in the United States now and in the future, without any type of sponsorship required**
• Support all aspects of the transaction lifecycle, from identifying new investment opportunities through executing definitive documentation.
• Develop and maintain relationships with institutional clients, including origination platforms, investment banks, hedge funds, REITs, etc.
• Utilizing excel and SQL to analyze data sets, model cash flows, and perform a wide variety of ad hoc technical analysis.
• Coordinate the efforts of internal business units (e.g., credit, legal, operations) and external parties (e.g., attorneys, valuation providers, servicers) to drive transactions to a close.
• Engage in asset and transaction underwriting and due diligence, including related to pricing and valuation, legal structuring, regulatory, servicing, capital, accounting, and treasury.
• Review and negotiate term sheets, credit agreements, purchase and sale agreements, servicing agreements, and any other legal documentation a transaction may require.
• Create detailed investment memoranda in support of investment theses for executive team review and transaction approval.
• Monitor investment performance and provide post-close deal support, including related to periodic re-underwrites, audits, and/or deal amendments.
• Must be seeking a hands-on role in a fast-paced, performance-driven environment.
• 2-4 years of relevant professional experience at an investment bank, hedge fund, asset manager, private credit investor, or similar financial institution preferred.
• CFA or MBA is a plus.
• Strong quantitative, financial modeling, analytical, and problem-solving skills.
• Strong verbal and written communication skills with an ability to articulate complex concepts clearly and concisely to internal and external stakeholders.
• Is self-motivated and proactive;
• Is able to consistently produce a high volume of work output without sacrificing quality;
• Critical thinking, natural curiosity and creative problem solving skills;
• Has a flexible and resilient personality;
• Holds a bachelor's degree (minimum);
• High level of proficiency in Excel required. Proficiency in Bloomberg, Microsoft SQL, and Intex preferred.
• In-office work at our Atlanta, GA headquarters required (4 days / week). Flexibility to travel preferred (1-2 times / month).
Founded in 2001, Credigy is a global specialty finance company with flexibility across the capital structure to acquire or finance a broad range of consumer assets. We are a wholly-owned subsidiary of National Bank of Canada (NBC) and our $9.1B+ portfolio represents 400+ deals and $32B+ in total investments life-to-date. We are the partner of choice when financial institutions face complex challenges and strategic changes. If you haven't heard of us yet, we're okay with that - we focus on serving our business partners, not making a name for ourselves.
We are proud of our people-first company culture that has been recognized year-over-year as a Top Workplace both in Atlanta and nationally. What matters to you, matters to us so we go beyond the usual benefits to offer meaningful perks that support professional growth, personal connection, and a life outside the office. Early in the hiring process, we partner with you on our innovative, personalized flexible work program to maximize compatibility between your needs and the business from day one. Our priority is hiring top talent and helping you create a career you love.
Credigy is a workplace that is free of discrimination and full of opportunity. We prioritize diversity, inclusion, and belonging, and we are dedicated to unbiased recruiting, hiring, and employment practices. Authenticity goes a long way at Credigy, and we get excited about the privilege of hiring people from diverse backgrounds. We are proud to be an Equal Opportunity Employer and commit to ensuring all applicants and employees are considered based on their qualifications and merit, without regard to race, ethnicity, religion, national origin, sex, sexual orientation, gender identity, age, veteran status, citizenship, disability, pregnancy, or any other status protected by law. We expect each employee to support this policy in our daily operations and we do not tolerate discriminatory practices or harassment in any form. No matter how you identify, or what background or industry you come from, we welcome you and feel honored you are considering opportunities at Credigy.
$80k-138k yearly est. Auto-Apply 5d ago
2026 Finance Intern
AJGA 3.3
Finance advisor job in Braselton, GA
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. The American Junior Golf Association is a 501(c)3 non-profit dedicated to the overall growth and development of young men and women who aspire to earn college golf scholarships through competitive junior golf. The AJGA is committed to creating an engaging, safe, and inclusive environment. We welcome people from all backgrounds and believe in embracing diverse perspectives, we are better equipped to accomplish our mission of developing golf's next generation. The backbone of the AJGA is its internship program and we are looking for talented and well-rounded applicants to serve as interns. The Finance department is responsible for working on a variety of financial aspects. Job Responsibilities
Assist with Accounts Payable functions
· Assist with weekly check run and filing· Assist with management of physical file cabinets and electronic filing system· Manage traveling intern credit card transactions within Concur reporting system
Assist with Accounts Receivable functions
· Enter daily credit card deposits into QuickBooks software· Assist with gift acknowledgment letter process - preparing and sending letters to sponsors/donors· Manage fundraising reporting process and communicate as needed
Assist with reconciliations
· Reconcile fundraising revenue with recorded history to ensure completeness · Reconcile tournament revenue with recorded revenue, find and correct discrepancies· Manage and reconcile AJGA corporate Visa cards (60+ employees) monthly with A/P
Other
· Enter journal entries and other various data entry into QuickBooks software· Assist with tournament budgets and financial review information· Assist Purchasing department with invoices and inventory Job Qualifications· Basic golf knowledge is preferred, but not required· Knowledge of Microsoft Office products (Word, Excel, Outlook)· Knowledge of Quickbooks (Quicken) and/or Mailchip is a plus, but not required· Exceptional customer service, communication, detail-oriented and public speaking skills· Ability to work and communicate in a team and independently to prioritize tasks and meet deadlines· Highly motivated, self-starter and willingness to take an active leadership role
Requirements· Legally eligible to work in the U.S. without sponsorship· Must either be working towards or achieved a Bachelor's Degree· Communicate both verbally and in writing· Ability to stand and/or sit for extended periods of time and/or lift equipment up to approximately 50 lbs
Details · Internship Dates: May 11 - August 14, 2026* | *S
ubject to change based on need & candidate availability.
· Interns will be compensated $10/hr. Interns will work Monday - Friday from 8 a.m. - 5 p.m. (40 hrs/week). · Interns will be required to work at National Headquarters (1980 Sports Club Drive, Braselton, GA 30517).· Interns will be required to provide their own housing and transportation throughout employment. To ApplyPlease visit ******************** for all information. Applications close February 9, 2026. For any questions, contact Sydney Emmi, Manager, Recruiting ([email protected]).
$10 hourly 52d ago
Experienced Personal Injury Client Advisor
Rebecca K Sapp Law Firm
Finance advisor job in Lilburn, GA
We are seeking an Experienced Client Advisor to become a part of our team! You will provide overall support to attorneys' business needs. Responsibilities:
Handling cases from sign up through settlement, with help from the pre-litigation team
Assist with the drafting of legal documents
Investigate facts to help in the negotiation of legal disputes
Monitor and ensure compliance with state and federal regulations
Record and store client information
Speaking with clients in person and over the phone
Qualifications:
2 years consecutive experience as case manager OR paralegal of personal injury law firm
Bachelor's Degree
Managing Volume (Personal Injury Cases)
Familiarity with legal research
Ability to prioritize and multitask
Excellent written and verbal communication skills
Deadline and detail-oriented
Bilingual in English & Spanish is a plus!
We offer paid holidays, bonuses, paid time off, and so much more!
We look forward to you joining our team!
In addition to base salary, we also offer an Incentive Pay structure, with uncapped potential.
$44k-85k yearly est. 60d+ ago
Systems Finance Intern
Dover Food Retail
Finance advisor job in Conyers, GA
Job Title: Systems Finance Intern
Duration: 10 -12 weeks, Summer 2026 Department: Finance Reports To: Finance Manager, Analyst, or Department Lead
Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and leading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony.
DFR is part of the Refrigeration and Food Equipment segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion.
DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail.
Job Summary:
We are seeking a highly motivated and detail-oriented Finance Intern to join our team for the summer. This internship offers a hands-on opportunity to gain practical experience in financial analysis, budgeting, reporting, and other key finance functions within a dynamic business environment. This function will assist the analytical engine of the company to provide insights and support ‘optimal' business decision making. The intern will support the Finance team in day-to-day operations and contribute to special projects.
Key Responsibilities:
Assist in preparing and analyzing financial reports, statements, and forecasts.
Support budgeting and financial planning processes.
Conduct financial research and data analysis to identify trends and variances.
Help maintain and improve internal financial models and dashboards.
Participate in monthly/quarterly close processes and audit support activities.
Collaborate with various departments to gather and organize financial information.
Monitor, track & calculate key financial metrics including sales growth, earnings growth, operating margin, working capital percent, free cash flow, capex, days sales outstanding, inventory turns & day purchases outstanding
Present findings and insights to team members and leadership as needed.
Qualifications:
Current enrollment in a Bachelor's or Master's program in Finance, Accounting, Economics, Business, or a related field.
Completion of at least 1 year of college coursework.
Strong analytical and quantitative skills.
Proficiency in Microsoft Excel
Attention to detail with strong organizational and time management abilities.
Effective written and verbal communication skills.
Ability to handle sensitive financial data with integrity and confidentiality.
Preferred Qualifications (Optional):
Previous internship or academic project experience in finance or accounting.
Familiarity with financial statements and key finance concepts.
Experience with financial software or tools (e.g., SAP, Power BI)
What You'll Gain:
Real-world experience in finance operations and analysis.
Exposure to financial planning tools and decision-making processes.
Mentorship and networking opportunities within the organization.
Development of key technical and professional skills.
The backbone behind our collection of outstanding businesses is a team of dedicated employees who protect and enhance our valued reputation for quality and delivering what we promise. It's our values that define Dover to all of our key audiences: our shareholders, customers, prospective employees and especially to ourselves.
These values must be expressed in our work and embody our actions, as they form the basis by which we do our jobs, make decisions and measure our performance. It's our unwavering commitment to maintaining our values that defines who we are as a Company.
• Collaborative Entrepreneurial Spirit
• Winning Through Customers
• Respects and Values People
• Expectations for Results
• High Ethical Standards, Openness, and Trust
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
$29k-41k yearly est. 55d ago
Jr. Financial Analyst
Hearst 4.4
Finance advisor job in Lawrenceville, GA
We are seeking a motivated and detail-oriented Junior Financial Analyst to join our team. This role supports multiple departments, including Sales, Finance, Customer Support, and Operations, by assisting with renewals reviews, basic reporting, customer inquiries, and day-to-day office administration.
This is an ideal opportunity for someone who enjoys working with data, supporting customers and internal teams, and helping ensure smooth business operations. This role offers excellent exposure to financial processes, revenue operations, and cross-functional collaboration.
Primary Duties & Accountabilities
Renewal & Revenue Operations Support
Support the billing and renewal process for Black Book's customer base.
Monitor upcoming subscription renewals.
Update CRM and internal systems with renewal statuses, pricing updates, and customer changes.
Assist with customer payment follow-up (non-collections/administrative level).
Financial & Data Support
Assist in preparing simple financial reports..
Help maintain customer information in Salesforce or related tools.
Conduct basic audits of accounts to accuracy.
Customer Support
Respond to general customer questions about renewals, billing, or product usage.
Triage customer issues and route tickets to appropriate internal teams.
Maintain accurate customer records and ensure timely follow-up.
Office & Operations Management
Submit and track facility tickets for office needs (repairs, maintenance, vendors, etc.).
Manage mail, shipping, and supply inventory.
Assist with office coordination, meeting support, and small events as needed.
Provide general administrative support across departments.
Cross-Functional Collaboration
Work closely with internal teams to support customer changes, and customer service needs.
Build positive working relationships with internal stakeholders across Sales, IT, Product, and Finance.
Required Qualifications
Bachelor's degree in Business, or equivalent experience.
Experience in finance, operations, customer service, or administrative support preferred.
Comfortable working with Excel for basic analysis.
Strong attention to detail with the ability to manage multiple tasks at once.
Clear and professional communication skills.
Preferred Qualifications (Not Required)
Experience with Salesforce or other CRM/billing systems.
Exposure to renewals, billing, or contract administration.
Familiarity with the automotive industry.
Strong organizational skills and willingness to support various operational functions.
Ability to work collaboratively across departments.
Why Join Us?
Build foundational financial, operational, and customer-facing skills.
Gain exposure to revenue operations and contract processes.
Contribute to a collaborative team with opportunities for growth.
Work in a role that blends analysis, customer support, and office operations.
$50k-64k yearly est. Auto-Apply 47d ago
Acquisitions Analyst
Motion Recruitment Partners 4.5
Finance advisor job in Lawrenceville, GA
Lawrenceville, Georgia **Local Only** Contract $50/hr - $55/hr **Acquisitions Analyst (IT / Financial Management) | Contract | On-Site | Gwinnett County** We are seeking an Acquisitions Analyst to support an Information Technology Financial Management team. This role provides direct support to the Acquisitions Supervisor and assists with the sourcing, procurement, and financial tracking of technology-related purchases across multiple departments.
The ideal candidate brings strong financial fundamentals, attention to detail, and experience supporting technology acquisitions in a fast-paced, service-oriented environment.
**Key Responsibilities**
+ Process and manage technology acquisition requests submitted by internal departments
+ Work procurement tickets and initiate purchase orders for hardware, software, network equipment, and related technology items
+ Verify department requests against approved budgets and available funding
+ Maintain procurement records, databases, and tracking systems
+ Update reporting tools to provide real-time visibility into purchase order and contract status
+ Support invoicing, budget justifications, and financial documentation
+ Reconcile and validate financial data; research and interpret records, databases, and logs
+ Monitor procurement activities for compliance with financial, reporting, and regulatory requirements
+ Assist with special projects and ad hoc requests as needed
**Minimum Qualifications**
+ Bachelor's degree in Accounting, Business Administration, or a related field OR equivalent combination of education and at least two years of relevant experience
**Preferred Qualifications**
+ Strong understanding of financial principles, including budgeting and cost analysis
+ Experience supporting technology acquisitions or IT procurement
+ Proficiency with Microsoft Office / Microsoft 365
+ Strong organizational skills with the ability to manage multiple priorities and deadlines
+ Excellent attention to detail and accuracy
+ Strong customer service mindset
+ Effective problem-solving and decision-making skills
+ Professional communication and interpersonal skills
+ Ability to work collaboratively with vendors, suppliers, and internal stakeholders
+ Comfortable operating in environments with shifting priorities
Work Schedule & Conditions
+ Schedule: Monday-Friday, 8:00 AM - 5:00 PM
+ Overtime: None (after-hours support for emergencies only)
+ Location: On-site (Gwinnett County)
+ Term: Ongoing contract engagement
**You will receive the following benefits:**
+ Medical Insurance - Four medical plans to choose from for you and your family
+ Dental & Orthodontia Benefits
+ Vision Benefits
+ Health Savings Account (HSA)
+ Health and Dependent Care Flexible Spending Accounts
+ Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
+ Hospital Indemnity Insurance
+ 401(k) including match with pre and post-tax options
+ Paid Sick Time Leave
+ Legal and Identity Protection Plans
+ Pre-tax Commuter Benefit
+ 529 College Saver Plan
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.
**Posted by:** Maya Russo
**Specialization:**
+ Accounting / Finance Professional
$50 hourly 3d ago
Systems Finance Intern
Dover Corporation 4.1
Finance advisor job in Conyers, GA
Job Title: Systems Finance Intern Duration: 10 -12 weeks, Summer 2026 Department: Finance Reports To: Finance Manager, Analyst, or Department Lead Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and leading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony.
DFR is part of the Refrigeration and Food Equipment segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion.
DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail.
Job Summary:
We are seeking a highly motivated and detail-oriented Finance Intern to join our team for the summer. This internship offers a hands-on opportunity to gain practical experience in financial analysis, budgeting, reporting, and other key finance functions within a dynamic business environment. This function will assist the analytical engine of the company to provide insights and support 'optimal' business decision making. The intern will support the Finance team in day-to-day operations and contribute to special projects.
Key Responsibilities:
Assist in preparing and analyzing financial reports, statements, and forecasts.
Support budgeting and financial planning processes.
Conduct financial research and data analysis to identify trends and variances.
Help maintain and improve internal financial models and dashboards.
Participate in monthly/quarterly close processes and audit support activities.
Collaborate with various departments to gather and organize financial information.
Monitor, track & calculate key financial metrics including sales growth, earnings growth, operating margin, working capital percent, free cash flow, capex, days sales outstanding, inventory turns & day purchases outstanding
Present findings and insights to team members and leadership as needed.
Qualifications:
Current enrollment in a Bachelor's or Master's program in Finance, Accounting, Economics, Business, or a related field.
Completion of at least 1 year of college coursework.
Strong analytical and quantitative skills.
Proficiency in Microsoft Excel
Attention to detail with strong organizational and time management abilities.
Effective written and verbal communication skills.
Ability to handle sensitive financial data with integrity and confidentiality.
Preferred Qualifications (Optional):
Previous internship or academic project experience in finance or accounting.
Familiarity with financial statements and key finance concepts.
Experience with financial software or tools (e.g., SAP, Power BI)
What You'll Gain:
Real-world experience in finance operations and analysis.
Exposure to financial planning tools and decision-making processes.
Mentorship and networking opportunities within the organization.
Development of key technical and professional skills.
The backbone behind our collection of outstanding businesses is a team of dedicated employees who protect and enhance our valued reputation for quality and delivering what we promise. It's our values that define Dover to all of our key audiences: our shareholders, customers, prospective employees and especially to ourselves.
These values must be expressed in our work and embody our actions, as they form the basis by which we do our jobs, make decisions and measure our performance. It's our unwavering commitment to maintaining our values that defines who we are as a Company.
* Collaborative Entrepreneurial Spirit
* Winning Through Customers
* Respects and Values People
* Expectations for Results
* High Ethical Standards, Openness, and Trust
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Nearest Major Market: Atlanta
Job Segment: Power Systems, Summer Internship, Financial, SAP, Energy, Entry Level, Finance, Research, Technology
$32k-37k yearly est. 60d+ ago
Cost Analyst
Ermco Distribution Transformers
Finance advisor job in Athens, GA
About ERMCO Electric Research and Manufacturing Cooperative, Inc. (ERMCO) is the leading manufacturer of distribution transformers and engineered electrical solutions, serving electric utilities, Original Equipment Manufacturers (OEMs), and industrial customers across North America. Headquartered in Dyersburg, Tenn., ERMCO delivers reliable, high-quality products that power homes, businesses, and communities across North America.
With a commitment to safety, operational excellence, and continuous improvement, ERMCO is at the forefront of supporting grid modernization and energy transition. Our vertically integrated operations, customer-focused culture, and investment in people and technology make ERMCO the Most Valued Partner for delivering resilient, sustainable power infrastructure for the future.
Job Summary
ERMCO is seeking a detail-oriented Cost Analyst to support our Finance team in analyzing and maintaining accurate product costing and operational efficiency. This role plays a critical part in providing actionable insights through cost analysis, variance tracking, and financial reporting.
This position is well-suited for early career professionals with 2-5 years of cost accounting or manufacturing finance experience, as well as recent graduates with a strong academic foundation in Accounting or Finance who are eager to develop hands-on experience in a manufacturing environment. The ideal candidate demonstrates strong analytical skills, attention to detail, and a desire to grow within a collaborative, fast-paced organization.
Responsibilities
Key Responsibilities
* Analyze product and operational costs to support decision-making and profitability initiatives.
* Develop, maintain, and update standard costs within the ERP system.
* Monitor variances between actual and standard costs; investigate and communicate significant deviations.
* Collaborate with Operations and Engineering to support new product costing and cost rollups.
* Support month-end close processes, including journal entries and cost of goods sold (COGS) reporting.
* Reconcile inventory balances and analyze inventory adjustments.
* Assist with budgeting and forecasting related to manufacturing costs and margin analysis.
* Participate in physical inventories and assist with coordination of the annual standard cost roll.
* Prepare reports and dashboards summarizing financial data related to production, inventory, and material costs.
Qualifications
Preferred Qualifications
* Experience with standard costing methodologies and variance analysis.
* Prior experience working in a manufacturing environment.
* Understanding of inventory, production, and materials workflows.
* Internship, co-op, or project-based experience in cost or manufacturing accounting (for early-career candidates).
Let's Build the Future Together
At ERMCO, your ideas matter, your growth is supported, and your impact is real. Whether you're building on early career experience or launching your professional journey, you'll have the opportunity to learn, contribute, and grow in a manufacturing environment that values innovation and collaboration.
Join ERMCO and TRANSFORM your career.
$36k-52k yearly est. Auto-Apply 12d ago
Acquisitions Analyst
JW Affinity It
Finance advisor job in Lawrenceville, GA
We are looking for an Acquisitions Analyst to join our team.
The Acquisitions Analyst will provide support for the Acquisitions Supervisor in the Financial Management Office Division. This position will assist with sourcing and procurement of technology related purchases such as computer hardware and peripherals, software, network equipment, and other items for Client's Departments
Key Responsibilities:
Handle acquisitions requests submitted by departments by working request tickets and initiating purchase orders
Maintain a system to verify and confirm department requests against allocated budget funds
Maintain records and databases for procurement activities
Maintain and update database for anytime reporting of purchase and/or contract status as requested
Aid in day-to-day activities such as invoicing and budget justifications
Reconcile and validate a variety of financial data and information; research and interpret a variety of records, databases, and logs
Analyze and monitor records for compliance with financial, reporting, and legal requirements
Participate in other related special projects as needed
Qualifications:
Bachelor's Degree in Accounting, Business Administration or a related field or an equivalent of two years of experience
Preferred Experience:
A strong grasp of financial principles, which includes budgeting, cost analysis, and understanding the financial impact of acquisition decisions.
Time Management and Prioritization
Customer Service
Problem-Solving and Decision Making
Experience using Microsoft Office Suite or Microsoft 365
Experience specifically in Technology Acquisitions
Strong attention to detail and accuracy
Ability to deal tactfully with vendors, suppliers, and department representatives
Strong communication and interpersonal skills
Comfortable working through shifting organizational priorities and deadlines
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, with matching)
Life Insurance Plan
PTO
Short Term & Long-Term Disability
Internet & Phone Allowance (for applicable roles)
Wellness Resources (EAP)
Pet Insurance
Work-Life balance
Flexible Hours
Full-Time Permanent Positions
JW Affinity IT is a full-service IT solutions provider supporting schools and private organizations with strategic, innovative technology projects. We take the time to understand our clients' needs to successfully develop, implement, and manage each initiative. JW is a certified small, woman- and minority-owned business through the National Minority Supplier Development Council.
We are committed to fostering a diverse, inclusive, and innovative workplace where different perspectives lead to better IT solutions. As an Equal Opportunity Employer, we welcome applicants from all backgrounds and are dedicated to creating an inclusive environment.
$51k-75k yearly est. Auto-Apply 4d ago
Financial Analyst
Northpoint Search Group 4.0
Finance advisor job in Gainesville, GA
The Financial Analyst will be responsible for managing key financial processes, including weekly closing activities, inventory reconciliation, fixed asset tracking, and journal entries. You will provide financial analysis, explain key financial indicators, and assist the finance and accounting team with additional tasks as needed.
Key Responsibilities:
Oversee weekly closing activities.
Reconcile inventory accounts for finished goods, ingredients, packaging, and spare parts.
Manage fixed assets and capital expenditures in compliance with company policies and GAAP.
Conduct financial analysis, monitor variances, and suggest process improvements.
Reconcile transactions by comparing and correcting data.
Qualifications:
Bachelor's Degree in Accounting or Business Administration.
3 to 5 years of accounting experience.
Strong understanding of business finance and analytics.
Proficiency in Microsoft Excel and PowerPoint.
Excellent time management, analytical, and communication skills.
Preferred Skills:
Strong interpersonal communication and collaboration abilities.
Problem-solving skills with a focus on financial data analysis.
Experience in working in fast-paced environments.
Salary:
Competitive and commensurate with experience.
How much does a finance advisor earn in Athens, GA?
The average finance advisor in Athens, GA earns between $29,000 and $112,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Athens, GA
$57,000
What are the biggest employers of Finance Advisors in Athens, GA?
The biggest employers of Finance Advisors in Athens, GA are: