The FinancialAdvisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience.
**ESSENTIAL FUNCTIONS OF THE ROLE**
Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH.
Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B
Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen.
Conducts finance training for BSWH personnel as directed.
Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis.
Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
**KEY SUCCESS FACTORS**
Healthcare finance experience (Particularly Hospital/Clinic Experience)
Experience in financial planning and Budgeting
Self-starter and able to work independently with minimal supervision
Strong analytical abilities and presentation skills
Intermediate to advanced excel skills
Experience with enterprise financial systems (Syntellis Axiom experience preferred)
Experience with data visualization software (Power BI experience preferred)
**BENEFITS** - Our competitive benefits package includes the following
Immediate eligibility for health and welfare benefits
401(k) savings plan with dollar-for-dollar match up to 5%
Tuition Reimbursement
PTO accrual beginning Day 1
_Note: Benefits may vary based upon position type and/or level_
**QUALIFICATIONS**
+ EDUCATION - Bachelors Degree
+ EXPERIENCE - 3 Years of Experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$77.7k-120.4k yearly 50d ago
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Financial Advisor
First Command Financial Services 4.7
Finance advisor job in Montgomery, AL
FinancialAdvisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command FinancialAdvisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
· 9 out of 10 of our FinancialAdvisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financialadvisor job or wondering how to become a FinancialAdvisor at First Command? As we continue to expand our FinancialAdvisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our FinancialAdvisors do:
They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management
What we offer:
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful FinancialAdvisor career.
We will sponsor your pursuit of full registration and licensing as a FinancialAdvisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command FinancialAdvisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor FinancialAdvisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor FinancialAdvisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
Military experience or affiliation
Bachelor's degree
Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
$61k-102k yearly est. 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Columbus, 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 14d ago
Voya Financial Advisors Opelika
Voya Financial 4.8
Finance advisor job in Opelika, AL
Voya FinancialAdvisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Opelikaarea to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
Securities registrations Series 7, 65 & 66 preferred
Life & Health Insurance Licenses
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
Territory management and business development
Relationship building
Fund knowledge and product/pricing knowledge
At Voya FinancialAdvisors , we provide the tools and resources necessary that will help set you up for success including:
Full access to the Voya brand
Access to existing client base
Wide array of financial products
Technology and systems to enable you to efficiently manage your clients financial information and plans
Turnkey marketing services
Transition assistance, if applicable
Securities and investment advisory services offered through Voya FinancialAdvisors, Inc. (member SIPC).
$40k-74k yearly est. 60d+ ago
Financial Advisor - West Point, GA
Capital City Bank Careers 4.2
Finance advisor job in West Point, GA
FinancialAdvisor - Capital City Bank - More than your bank. Your banker.
Hours
Monday - Friday 40 Hours
FinancialAdvisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients' needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC.
Advisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice.
This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums.
All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.
Principal Duties and Responsibilities
Securing a sale
Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals.
Develop referral sources outside the Bank with existing clients, CPAs, attorneys, Bank associates and other related sources of investment business. This often requires outside business development calls.
Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability. Meet with clients in the office, business premises, or home.
Conduct in-depth reviews of client' financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks.
Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.
Cross refer Bank products and use financial planning tools.
Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation.
Employer determines the essential functions of the job.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.
Associated Duties
Provides additional support to manager and department colleagues.
Completes all assigned/required Bank training within established timelines.
Knowledge, Skills and Abilities (KSAs) Required
The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience:
Proficiency in Word and Excel.
Excellent communication, interpersonal and listening skills.
Ability to network and establish relationships with clients and referral sources.
Negotiating and influencing skills, as well as determination and tenacity.
A target-driven mindset.
Flexible approach to work.
Decision-making skills.
Demonstrable sales skills.
High degree of personal integrity, discretion, and an ethical and professional approach to work.
Must adhere to Bank's Motor Vehicle Guidelines.
Professional Licenses/Education
FINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required. Associate or Bachelor's degree in business or finance from an accredited college required. Relevant experience may substitute for the education.
Working Conditions
Professional atmosphere.
Office environment with frequent travel to assigned offices or client meetings.
Driving as required by position.
In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
Capital City Bank associates are our greatest asset. We offer the following benefits
Medical, Dental and Vision
Life Insurance
401(k) with Matching
Flexible Spending Accounts
Tuition Assistance
Stock Purchase
Discounts on Products and Services
EOE/Protected Veterans/Disabled/Drug Free
The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
$37k-61k yearly est. 47d ago
Portfolio Strategy Analyst
Auburn University 3.9
Finance advisor job in Auburn, AL
Details Information Requisition Number S4963P Home Org Name Portfolio Strategy (Orgn: 104091) Division Name Senior VP, Advancement Position Title Portfolio Strategy Analyst Job Class Code OA54A, OA54B Appointment Status Full-time Part-time FTE Limited Term No Limited Term Length Job Summary
Auburn Advancement is excited to begin the search for a Portfolio Strategy Analyst to join our operations and strategy team. In this position, you will collaborate with colleges and units to enhance fundraising efforts through strategic prospect research and analysis. This role supports fundraisers by developing and managing donor pipelines, providing training, and ensuring effective communication.
What You'll Do:
* Collaborate with Fundraising Units: Partner with colleges and units to address moderately complex research and prospect management needs.
* Support Fundraisers: Assist development officers in pipeline development and portfolio management through training, communication, and strategic guidance.
* Conduct Strategic Meetings: Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.
* Maintain Data and Metrics: Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units.
Why You'll Love It Here:
* Impactful Work: Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
* Collaborative Environment: Join a team of dedicated professionals who are committed to making a difference.
* Purpose Driven Work: Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience.
* Culture by Design: Thrive in a culture that champions respect, accountability, and professional development.
Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum - a seasoned and respected advancement professional - our organization is set to revolutionize the future of Advancement.
Essential Functions
Purpose
* Assist in the development, management, and tracking of fundraising goals and metrics.
* Identify, qualify, rate, and assign major gift prospects to development officers in support of fundraising objectives.
Collaboration
* Partner with colleges and units requiring moderately complex research and prospect management needs.
* Work closely with assigned development officers to comprehend and align with their priorities, portfolios, and prospect goals.
* Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.
Innovation
* Promote a consistent approach to research and prospect management across units through regular communication, training, and alignment with Advancement priorities.
* Offer training and database support to development officers on prospect management and research resources and policies.
Production
* Update and maintain records related to development officer portfolios and relationship manager assignments.
* Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units.
* Maintain accurate records of donor interactions, engagement activities, and program participation, ensuring information is effectively leveraged for future outreach.
Why Work at Auburn?
* Life-Changing Impact: Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
* Culture of Excellence: We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
* We're Here for You: Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
* Sweet Home Alabama: The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
* A Place for Everyone: Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
Minimum Qualifications
Level I -
* Bachelor's degree
Level II -
* Bachelor's degree plus 5 years of experience in data maintenance, reporting, and research.
Minimum Skills, License, and Certifications
Minimum Skills and Abilities Minimum Technology Skills Minimum License and Certifications
Desired Qualifications
Desired Qualifications
Posting Detail Information
Salary Range $46,680- $73,940 Job Category Auburn Advancement Working Hours if Non-Traditional Monday- Friday: 7:45am-4:45pm- may occasionally work nights and weekends City position is located in: Auburn State position is located: Alabama List any hazardous conditions or physical demands required by this position Posting Date 12/15/2025 Closing Date Equal Opportunity Compliance Statement
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit their website to learn more.
Special Instructions to Applicants Quick Link for Internal Postings *******************************************
Documents Needed to Apply
Required Documents
* Resume
* Cover Letter
Optional Documents
Supplemental Questions
Required fields are indicated with an asterisk (*).
* * Please tell us how you first heard about this opportunity.
(Open Ended Question)
* * Please select the answer that best describes your current employment relationship with Auburn University:
* Current full-time Auburn or AUM employee within probationary period
* Current full-time Auburn or AUM employee outside of probationary period
* Current part-time Auburn or AUM employee
* Not an Auburn or AUM employee
* * Do you have a Bachelor's degree from an accredited institution?
* Yes
* No
* Will obtain within 6 months
$46.7k-73.9k yearly 16d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Montgomery, AL Merrill Office
Bank of America 4.7
Finance advisor job in Montgomery, AL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's FinancialAdvisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill FinancialAdvisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financialadvisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$46k-75k yearly est. Auto-Apply 14d ago
Internship Program - Finance (FP&A)
Educational Testing Service 4.4
Finance advisor job in Montgomery, AL
**About ETS:** ETS is a global education and talent solutions organization enabling lifelong learners worldwide to be future-ready. For more than 75 years, we've been advancing the science of measurement to build benchmarks for fair and valid skill assessment across cultures and borders. Our worldwide impact extends through our renowned assessments including TOEFL , TOEIC , GRE and Praxis tests, serving millions of learners in more than 200 countries and territories. Through strategic acquisitions, we've expanded our global capabilities: PSI strengthens our workforce assessment solutions, while Edusoft, Kira Talent, Pipplet, Vericant, and Wheebox enhance our educational technology and assessment platforms across critical markets worldwide.
Through ETS Research Institute and ETS Solutions, we're partnering with educational institutions, governments, and organizations globally to promote skill proficiency, empower upward mobility, and unlock opportunities for everyone, everywhere. With offices and partners across Asia, Europe, the Middle East, Africa, and the Americas, we deliver nearly 50 million tests annually. Join us in our journey of measuring progress to power human progress worldwide.
Join ETS on an impactful journey through our newly launched, business-focused MBA Internship Program. This program offers the opportunity to immerse yourself in strategic projects within your assigned department, providing a comprehensive understanding of ETS's business operations and insights into our industry's evolving landscape.
As part of this program, you'll work within our Finance Division, which encompasses five key focus areas: Corporate Accounting, Corporate Procurement & Operations, Facilities, Security & Safety, Financial Planning & Analysis, and Treasury. Each area is essential to advancing our financial strategy, operational excellence, and long-term success.
**Intern Responsibilities:**
Selected interns will contribute meaningfully to our strategic goals through the following activities:
+ Conducting in-depth research and analysis to inform key decision-making processes
+ Supporting the development and execution of strategic business plans and initiatives
+ Preparing and delivering insightful reports to senior leadership
+ Engaging with senior leaders to explore avenues for process improvements and operational efficiencies
+ Actively participating in meetings, workshops, and training sessions to develop valuable professional skills
**Program Details:**
This paid, remote internship is expected to begin in early June 2026 and will span 8 weeks.
Embark on a career-defining internship that connects you with our leadership team, enhances your strategic skills, and offers invaluable exposure to the operations of ETS.
+ Currently enrolled in an accredited undergraduate or graduate program studying finance or accounting.
+ Proficient in MS Office business applications (PowerPoint, Excel, Word, etc.).
+ Strong interpersonal skills (written and verbal) with an ability to manage conflicting deadlines.
+ Critical analysis capabilities, adept at processing high volumes of information and adapting to changing demands while prioritizing effectively.
+ Proven track record of taking ownership and driving results.
+ Effective presentation skills; strong analytical and evaluation skillset; ability to process ambiguous data and synthesize value metrics; comfort with uncertainty.
**ETS is mission driven and action oriented**
+ We are passionate about hiring innovative thinkers who believe in the promise of education and lifelong learning.
+ We are energized by cultivating growth, innovation, and continuous transformation for the next generation of rising professionals as leaders. Â In support of this ETS offers multiple Business Resource Groups (BRG) for you to learn and advance your career growth!
+ As a not-for-profit organization we will encourage you to lean in to your passion for volunteering. Â At ETS you may qualify for up to an additional 8 hours of PTO for volunteer work on causes that are important to you!
**ETS is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. We believe in creating a work environment where all individuals are treated with respect and dignity.**
$45k-56k yearly est. 21d ago
Experienced Financial Planner
American Heritage Financial 4.3
Finance advisor job in Columbus, GA
Job DescriptionExperienced FinancialAdvisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financialadvisor and newer advisor roles as we develop our new offices and augment our existing offices.
At AHF, we are seeking self-motivated, driven individuals with a passion for making a positive impact on people's lives.
As a FinancialAdvisor/Planner you will have the freedom to work with individual as well as business clients by providing a vast array of financial solutions.
We have built a significant support structure to keep our advisors meeting with clients and prospects by taking a lot of the drudgery off the advisors' plates.
We have an in-house sales desk available to you that research products and design financial plans/solutions for you to present to clients, with Sales Directors who can deliver these solutions with you.
Qualifications:A college degree highly preferred, but not required.
Life & Health Insurance License required.
SIE or 6, 66, 65, or 7 security licenses preferred.
Entrepreneurial spirit required.
AHF provides:Facilities and local office support provided at no cost to representatives.
Full benefits package (6% matching 401(k), health, dental, vision, and disability).
Technology package (client management system (CRM), planning tools, and marketing).
Annualized compensation and daily commissions.
Renewals and day one vesting with lifetime vesting after 5 years of service.
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP , etc.
) Extensive in-person and online professional training to take your business to the next level (be it product, process, practice structure, or case design).
To be successful, we expect you to be:Highly self-motivated and self-disciplined with an ability to work effectively.
Outgoing with the ability to develop relationships (i.
e.
, “People Person”) Fearless with a positive attitude and willingness to be accountable for sales results.
Organized, detail-oriented, and demonstrating excellent time-management skills.
A life-long learner.
A good communicator-with excellent listening skills and ability to explain complex information in a simple and concise manner.
$38k-56k yearly est. 24d ago
Financial Analyst-Mid (4802)
SMX 4.0
Finance advisor job in Montgomery, AL
Financial Analyst-Mid (4802)at SMX(View all jobs) (********************************* United States SMX is seeking a **Financial Analyst-Mid** independently delivers services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They lead and administer the financial management of multiple projects within Global Defense. They are responsible for all the financial activities in support of the projects. They are members of the program management team and work with the Finance Manager and the Program Manager in meeting the overall contract goals and objectives. They interface with Project Managers, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, Accounts Payable, and Procurement.
**Essential Duties & Responsibilities:**
+ Lead the development of the contract, cost, schedule and funding planning, reporting, monitoring and analysis support to the Project Manager. This includes Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.
+ Lead Project set up in compliance with contractual terms, conditions and requirements.
+ Prepare Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements.
+ Identify Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting.
+ Monitor manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required.
+ Ensure cost reporting documentation is correct by performing analytical review and arithmetic checks.
+ Prepare accurate and complete variance analysis and reporting.
+ Monitor funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required.
+ Support accounts receivable as required during the billing processing (i.e. Review edit file and ensure cost that will be billed are accurate and allowable against the project).
+ Ensure adherence to Generally Accepted Accounting Principles (GAAP) and all company policies and procedures as they are related to contract performance and financials.
**Required Skills/Experience:**
+ US citizenship required for work on DoD contracts
+ BA/BS in Finance or Accounting
+ 5 years' experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis.
+ DoD Government contracting experience
+ Knowledge and functional understanding of contract types, execution methods, FAR, and Joint Travel Regulations (JTR) rules and regulations
+ Ability to build relationships across functional teams and internal Business Partners.
+ Knowledge and experience with Microsoft Office Suite, including Excel, PowerPoint, Word and SharePoint.
+ Possession of excellent oral and written communication skills.
+ Possession of excellent data management, problem solving and critical thinking skills.
+ Possession excellent organizational skills.
+ Clearable, if required based on contractual requirement
**Desired Skills/Experience:**
+ Experience with Costpoint
+ Experience with Focuspoint
**US citizenship required for work under DOD contract**
**Application deadline:** 12/29/2025
\#LI-REMOTE
The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.
The proposed salary for this position is:
$75,700-$100,900 USD
At SMX , we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.
We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.
SMX is an Equal Opportunity employer including disabilities and veterans.
Selected applicant may be subject to a background investigation and/or education verification.
SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
$75.7k-100.9k yearly 44d ago
Principal Financial Analyst, Deals and Customer Insights
Oracle 4.6
Finance advisor job in Montgomery, AL
The Oracle Cloud Infrastructure (OCI) Customer Insights Finance team is hiring a seasoned analyst to build financial models with imperfect data and unclear solutions using sales and customer data. As a member of the customer insights team you will work with large datasets while creating analysis and recommendation that is easy to digest for senior management. You must be able to work independently to break down large complex problems into incremental deliverables and collaborate with cross functional teams in a tight timing with competing priorities.
**Responsibilities**
+ Work across organization to learn different datasets and incorporate
+ Influence partner teams without direct authority to ensure business needs and goals are met.
+ Create financial models and complete margin analyses.
+ Provide business support to various cloud products & services as necessary.
+ Solid grasp of the business side of technology with an understanding and zeal for metrics/analysis to deliver on business objectives.
+ Provide analysis and advice to management in the areas of operations, resource management, finance, revenue accounting, pricing, and/or contracts.
+ Drive projects, policies and procedures that monitor and support the organization's operational and business objectives.
**Qualifications:**
+ Bachelor's degree in business, finance, economics, math, computer science or engineering. MBA preferred
+ Excellent understanding of cloud and infrastructure
+ +10 years of financial planning & analysis, reporting and/or controllership experience with progressive advancement within discipline
+ Strong financial modelingand analytical skills
+ Ability to work independently and collaboratively with cross-functional teams with limited supervision
+ Self-starter with strong business acumen and the ability to manage multiple competing priorities
+ Excellent communication, cross group collaboration and interpersonal skills
+ Strong, proven program management, process change and process management skills
+ Demonstrated experience in working with large amount of data, transforming it into insights
+ Ability to thrive in an environment with ambiguity and change
\#LI-MS1
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $84,500 to $178,100 per annum. May be eligible for bonus and equity.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
$57k-83k yearly est. 44d ago
Financial Analyst I
Ti Fluid Systems 4.7
Finance advisor job in Tallassee, AL
* Develops integrated revenue/expense analyses, projections, reports and presentations. * Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately. * Operational support - supports month end reporting, short term forecast and financial measurements.
* Performs financial forecasting and reconciliation of internal accounts.
* May lead and direct the work of others.
* Relies on experience and judgement to plan and accomplish goals.
* Performs related duties and special assignments as assigned.
* Coordinates with the Financial staffs in the annual and monthly forecasting process assuring integrity of information and performance measurements that are consistent and meaningful to senior management.
* Job duties may entail limited travel.
Skill Requirements:
* Proficient computer skills and abilities with Microsoft Office products (Outlook, Excel, PowerPoint, etc).
* Knowledgeable with a variety of finance concepts, practices and procedures.
* Plans, conducts and supervises complex and varied assignments in such areas as costs, budgets, forecasts and finance.
* Strong analytical abilities, self directed with a high degree of self-motivation.
* Excellent written and verbal communication skills.
* Ability to work under tight deadlines and deliver high quality work product.
Education and Experience Requirements:
* Bachelor's Degree and 2-4 years of experience in related field.
Licensing or Special Certification Requirements:
* Valid Drivers' license.
Physical Requirements:
* Ability to work at a personal computer for extended periods of time
Working Conditions:
* Occasionally lifts and carries up to 15 pounds.
* Some of work time is spent standing, walking, lifting and bending.
* Works within an automotive components manufacturing office setting and may be exposed to heat, cold and fumes/chemicals.
$56k-76k yearly est. 60d+ ago
Retirement Client Advisor
UMB Bank 4.6
Finance advisor job in Montgomery, AL
**RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This role focuses on building customer relationships and gaining loyalty by listening and responding to customers' needs.
**Responsibilities:**
+ Delivers an unparalleled customer experience while managing a book of business and building client relationships.
+ Partners with UMB Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations.
+ Regularly meets with clients for on-going plan/investment reviews. Educates and communicates with clients about market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions.
+ Provides consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant education and advice.
+ Creates and maintains networking relationships to create a pipeline of business.
+ Achieves annual new business revenue goals for assigned accounts and/or territory.
+ Maintains client information in a CRM tool.
+ Understands the benefits of UMB products and effectively differentiate UMB Retirement Services from the competition.
+ Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments.
+ Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
**Qualifications:**
+ Bachelor's degree in Business Administration, Management or Finance or combinations of education & experience preferred
+ 5+ years of financial services industry experience, with a minimum of 3 years of experience in a sales role required
+ Retirement Plan Services experience strongly preferred
+ Broad knowledge of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus
+ Prior experience with DC retirement plans and understanding of regulations related to ERISA, DOL, and IRS required
+ Solid understanding of plan design, compliance and testing, and industry standards required
+ Good written/verbal communication, organization and client service skills required
+ Ability to provide unparallelled customer experience to externa clients andid internal associates
+ CFA, CIMA, QPFC, CFP preferred
**Compensation Range:**
$110,250.00 - $235,810.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$51k-67k yearly est. 41d ago
Financial Aid Specialist-Scholarships (Reopened)
H Councill Trenholm State Technical College 3.7
Finance advisor job in Montgomery, AL
Under the supervision of the Director of Financial Aid,the Financial Aid Specialist provides assistance in administering federal, state, and institutional financial aid programs as prescribed by Federal and State Regulations and Institutional Polices while maintaining a high level of customer service. The Financial Aid Specialist also assists in the processing of student financial aid by maintaining documentation to determine student eligibility for grants and scholarships.
Salary Schedule E2 03
Essential Duties and Responsibilities
* Provides excellent customer service as the financial aid first-line of contact for new students, current students, and parents.
* Advises students about financial aid eligibility, application procedures, available financial aid programs, educational costs, and other financial aid-related matters.
* Maintains current knowledge of federal, state, and institutional policies, procedures, and guidelines that relate to financial aid.
* Oversees scholarship programs such as institutional scholarships and transfer scholarships to include the review of scholarship applications, student notifications, awarding, disbursing, and reconciling funds using the Banner system.
* Independently evaluates students' financial aid and scholarship applications and exercises professional judgment in making award decisions.
* Maintains a scholarship calendar with deadlines to award institutional scholarships in a timely manner and updates policy and procedure manuals to administer scholarship programs.
* Generates reports for the review and analysis of scholarship statistics.
* Conducts the Free Application for Federal Student Aid (FAFSA) completion sessions either in person or virtually.
* Present financial aid workshops to students, parents, and high school counselors in the College's service area in person or virtually.
* Assists in the Titan Training sessions conducted by the Enrollment Management Team for new students.
* Review Automic Reports and other assigned reports.
* Independently performs review of verification and other processes, including conflicting data resolution of a routine to complex nature for the assigned alphabetical student list to determine individual eligibility for Federal and State financial aidin compliance with respective policies and procedures.
* Utilizes the Banner system, including tracking, verification data input, awarding of federal financial aid, scholarships, and other grants.
* Advises current students on the effect of withdrawing from classes as it relates to financial aid and Satisfactory Academic Progress (SAP).
* Assist with Return to Title IV (R2T4) process due to official and unofficial withdrawals, including identification of withdrawn students, timely R2T4 calculations, and return of repayments to aid programs, notification to students, and notification to Federal Student Aid when applicable.
* Provides counseling and assistance to students and parents through in-person interviews, written communication, and telephone conversations to articulate financial aid policies, procedures,and regulations.
* Maintains accurate and confidential files for financial aid recipients in the assigned alphabetical group.
* Maintains professional development through independent research, networking, attending seminars, and workshops to maintain awareness of current and changing trends specific to student financial aid and scholarships.
* Performs other student financial aid tasks and special projects, as required.
* Remains flexible and adaptable in work schedules and work assignments as defined by the College and departmental needs assigned by the Dean of Students and the Director of Financial Aid.
* Follows through with assigned duties until completion.
* Serves on College committees as assigned.
Qualifications
Minimum Qualifications:
* Bachelor's Degree from a regionally accredited college or university.
* At least three years of professional experience in higher education within financial aid, admissions, registrar/student records, scholarships, or related student services area
Preferred Qualifications:
* Experience with the Ellucian Banner System or a similar ERP System.
* Demonstrated experience providing direct customer service to students in a high-volume environment.
* Three or more years of experience administering Federal Student Aid programs
* Experience interpreting and applying policies, regulations, or guidelines in an educational setting.
Required Knowledge, Skills, & Abilities:
* Must be able to maintain strict confidentiality and discretion.
* Must be able to communicate effectively, both orally and in writing.
* Must have a thorough knowledge of Title IV funding as well as federal and state regulations, policies, and procedures regarding the administering of financial aid.
* Must have a working knowledge of Microsoft Office products, including Outlook, Word, and Excel.
* Must be efficient, dependable, flexible, responsible, and motivated.
* Must be able to multitask and understand the urgency of deadlines.
* Must be able to read and interpret federal and state financial aid regulations.
* Must be able to learn and perform all essential job functions with minimal direct supervision.
* Must be able to travel between campuses.
Application Procedures/Additional Information
Applicants must meet the minimum qualifications as indicated on this vacancy notice and must submit a completed online application packet to be considered for this position. Applicants who fail to submit all required information will not be considered. Only applications received during the period of this announcement will be considered. A complete application packet consists of:
* Trenholm State Community College online employment application.
* A current resume, including three (3) references.
* Copy of transcripts that demonstrate the required educational qualifications must be included and must identify the applicant, institution, degree, and date conferred.
WORK EXPERIENCE VERIFICATION
Neither a resume nor an application is appropriate verification of work experience. It is not our policy to contact current and/or previous employers to obtain employment verification. "Work experience verification is required in writing from your current and/or previous employer(s) confirming the required level of experience as stated in the "Minimum Qualifications" section and other related experience. Verification should include dates of employment and position title(s). Proof of work experience verification may be delayed until an official offer of employment using the Work Experience Verification form, which is found on the Human Resources home page. All work experience verification must be completed within 15 days following the employment offer.
APPLICATION DEADLINE: Complete application files will be accepted by the Office of Human Resources on a continuous basis and remain active for one year for available positions. Incomplete application packets will eliminate the possibility of a position opportunity.
EEOC, E-VERIFY, BACKGROUND CHECK STATEMENTS:Trenholm State Community College is an equal opportunity employer. It is the official policy of the Alabama Community College System that no person shall, on the grounds of race, color, disability, gender, religion, creed, national origin, or age, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program, activity, or employment. Trenholm State Community College will make reasonable accommodations for qualified disabled applicants or employees.
Trenholm State Community College reserves the right to withdraw this job announcement at any time prior to the awarding. More than one position in the same job classification may be filled by the applicants for this position should another vacancy occur during the search process. Any offer of employment is contingent upon the completion of a satisfactory criminal background investigation. The applicant will be responsible for the cost of the criminal background investigation.
This employer participates in E-Verify.
SUMMARY ABOUT US:
H. Councill Trenholm State Community College (Trenholm State) is a comprehensive two-year community college in Montgomery, Alabama. The College offers associate transfer degrees, associate degrees, and certificates that lead directly to the workforce. Additionally, the College provides adult learning opportunities, civic, social, cultural, and personal development; business and industry training; and support for economic development in the central Alabama region. Trenholm State is part of the Alabama Community College System (ACCS), governed by the Alabama Community College System Board of Trustees. The College operates multiple instructional sites, including the Trenholm Campus, the Patterson Site, and several off-campus instructional locations offering credit, non-credit, adult education, and dual enrollment programs. Trenholm State delivers additional educational and training services for Montgomery and the surrounding areas. For more information, please visit *****************************
$63k-72k yearly est. 22d ago
Financial Analyst I
TIFS
Finance advisor job in Tallassee, AL
Develops integrated revenue/expense analyses, projections, reports and presentations.
Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately.
Operational support - supports month end reporting, short term forecast and financial measurements.
Performs financial forecasting and reconciliation of internal accounts.
May lead and direct the work of others.
Relies on experience and judgement to plan and accomplish goals.
Performs related duties and special assignments as assigned.
Coordinates with the Financial staffs in the annual and monthly forecasting process assuring integrity of information and performance measurements that are consistent and meaningful to senior management.
Job duties may entail limited travel.
Skill Requirements:
Proficient computer skills and abilities with Microsoft Office products (Outlook, Excel, PowerPoint, etc).
Knowledgeable with a variety of finance concepts, practices and procedures.
Plans, conducts and supervises complex and varied assignments in such areas as costs, budgets, forecasts and finance.
Strong analytical abilities, self directed with a high degree of self-motivation.
Excellent written and verbal communication skills.
Ability to work under tight deadlines and deliver high quality work product.
Education and Experience Requirements:
Bachelor's Degree and 2-4 years of experience in related field.
Licensing or Special Certification Requirements:
Valid Drivers' license.
Physical Requirements:
Ability to work at a personal computer for extended periods of time
Working Conditions:
Occasionally lifts and carries up to 15 pounds.
Some of work time is spent standing, walking, lifting and bending.
Works within an automotive components manufacturing office setting and may be exposed to heat, cold and fumes/chemicals.
$44k-66k yearly est. 60d+ ago
FP&A Financial Analyst
GKN Aerospace Services
Finance advisor job in Tallassee, AL
Company: GKN Aerospace Careers This position supports the Alabama manufacturing site within the Defense Business Line and GKN Aerospace. This is an individual contributor position and will report directly to the site's Finance Director, and will be responsible for developing and providing actionable Financial Planning & Analysis (FP&A) recommendations to key stakeholders and senior leaders to ensure sound financial and operation decisions occur. This position will be involved in a variety of financial, operational and strategic analysis, reviews and related decisions that have significant impact on the business.
Overall, this individual will have overall responsibility for all FP&A-related activities, including financial modeling and analysis and site coordination to support month-end analysis, forecasting cycles throughout the year, establishing the Budget (Annual Operating Plan) and Strat Plan (Long Range Plan over the 5-YR outlook). This position is also essential in supporting functional areas with financial analysis, ad-hoc and complex what-if/scenario-based planning, program finances and risk assessment to delivering on their commitments (e.g. indirect rate volatility, material/inflationary impacts and trend analysis), overhead/conversion cost and Forward-Pricing Rates,
Primarily alignment of financial performance will revolve around Backlog, Arrears, Sales, Operating Income, Cash, Inventory and manufacturing productivity metrics.
Job Responsibilities
* Effective oral and written communication skills will be required to effectively manage across multiple leadership levels as well as various functional and customer levels
* Analyze financial data from Cincom ERP and utilize financial models, OneStream and TM1 consolidation tools to perform financial analysis and distill into actionable reports
* Develop and utilize forward-looking data analytics, visualization, and trend analysis to inform financial strategy and decision making
* Perform analysis on customer margins in detail by contract, model and part number. Understand and explain cost components to managers to take effective action to improve margins while maintaining quality and delivery performance
* Identify and develop efficient and effective methods and practices to analyze financial results and operating data required by Purchasing, Programs and Manufacturing Operations management. Analyze this data and deliver meaningful information to management with corrective action plans. Implement and ensure performance to realize these desired financial results.
* Analyze direct and indirect labor levels and trends
* Ensure managers are kept fully informed of their spending and financial results, while maintaining a firm and creditable relationships with all levels of management
* Perform indirect cost and program costs analysis to ensure the required operating and financial performance objectives at achieved.
Job Qualifications
* BS/BA in Accounting, Finance
* 2+ years of experience in Financial Planning & Analysis
* Experience with enterprise-level cost management tools (e.g. SAP, Oracle, Cobra Cincom, Hyperion/Smartview, OneStream, TM1)
* Proficient working experience with Excel, Power Point and Reporting skills
* Must be a US Persons (US Citizen, Green Card Holder / US permanent resident, refugee or asylee) to meet export control compliance requirements
Additional Qualifications:
* Preferred experience in Aerospace and Defense industry with experience in a manufacturing environment
* Able to extract, compile and summarize financial data in such a manner that complex matters can be distilled into simple problem statements & recommendations
* Comfortable developing concise and clear executive-style presentations to support various reviews, forecasting cycles and monthly & quarterly performance briefings
* Demonstrate clear understanding and application of cost and indirect Forward-Pricing Rates (Overhead, Material Handling and SG&A) management techniques, including performance against budget and rate monitoring cadence
* Ability to work independently and meet hard deadlines
* Experience leading projects that aim to innovate tools, processes, and product
* Experience with Tableau or similar reporting/visualization tools
$44k-66k yearly est. 44d ago
Financial Aid Specialist-Scholarships (Reopened)
Alabama Community College System 3.8
Finance advisor job in Montgomery, AL
Under the supervision of the Director of Financial Aid, the Financial Aid Specialist provides assistance in administering federal, state, and institutional financial aid programs as prescribed by Federal and State Regulations and Institutional Polices while maintaining a high level of customer service. The Financial Aid Specialist also assists in the processing of student financial aid by maintaining documentation to determine student eligibility for grants and scholarships.
Salary Schedule E2 03
* Provides excellent customer service as the financial aid first-line of contact for new students, current students, and parents.
* Advises students about financial aid eligibility, application procedures, available financial aid programs, educational costs, and other financial aid-related matters.
* Maintains current knowledge of federal, state, and institutional policies, procedures, and guidelines that relate to financial aid.
* Oversees scholarship programs such as institutional scholarships and transfer scholarships to include the review of scholarship applications, student notifications, awarding, disbursing, and reconciling funds using the Banner system.
* Independently evaluates students' financial aid and scholarship applications and exercises professional judgment in making award decisions.
* Maintains a scholarship calendar with deadlines to award institutional scholarships in a timely manner and updates policy and procedure manuals to administer scholarship programs.
* Generates reports for the review and analysis of scholarship statistics.
* Conducts the Free Application for Federal Student Aid (FAFSA) completion sessions either in person or virtually.
* Present financial aid workshops to students, parents, and high school counselors in the College's service area in person or virtually.
* Assists in the Titan Training sessions conducted by the Enrollment Management Team for new students.
* Review Automic Reports and other assigned reports.
* Independently performs review of verification and other processes, including conflicting data resolution of a routine to complex nature for the assigned alphabetical student list to determine individual eligibility for Federal and State financial aid in compliance with respective policies and procedures.
* Utilizes the Banner system, including tracking, verification data input, awarding of federal financial aid, scholarships, and other grants.
* Advises current students on the effect of withdrawing from classes as it relates to financial aid and Satisfactory Academic Progress (SAP).
* Assist with Return to Title IV (R2T4) process due to official and unofficial withdrawals, including identification of withdrawn students, timely R2T4 calculations, and return of repayments to aid programs, notification to students, and notification to Federal Student Aid when applicable.
* Provides counseling and assistance to students and parents through in-person interviews, written communication, and telephone conversations to articulate financial aid policies, procedures, and regulations.
* Maintains accurate and confidential files for financial aid recipients in the assigned alphabetical group.
* Maintains professional development through independent research, networking, attending seminars, and workshops to maintain awareness of current and changing trends specific to student financial aid and scholarships.
* Performs other student financial aid tasks and special projects, as required.
* Remains flexible and adaptable in work schedules and work assignments as defined by the College and departmental needs assigned by the Dean of Students and the Director of Financial Aid.
* Follows through with assigned duties until completion.
* Serves on College committees as assigned.
Minimum Qualifications:
* Bachelor's Degree from a regionally accredited college or university.
* At least three years of professional experience in higher education within financial aid, admissions, registrar/student records, scholarships, or related student services area
Preferred Qualifications:
* Experience with the Ellucian Banner System or a similar ERP System.
* Demonstrated experience providing direct customer service to students in a high-volume environment.
* Three or more years of experience administering Federal Student Aid programs
* Experience interpreting and applying policies, regulations, or guidelines in an educational setting.
Required Knowledge, Skills, & Abilities:
* Must be able to maintain strict confidentiality and discretion.
* Must be able to communicate effectively, both orally and in writing.
* Must have a thorough knowledge of Title IV funding as well as federal and state regulations, policies, and procedures regarding the administering of financial aid.
* Must have a working knowledge of Microsoft Office products, including Outlook, Word, and Excel.
* Must be efficient, dependable, flexible, responsible, and motivated.
* Must be able to multitask and understand the urgency of deadlines.
* Must be able to read and interpret federal and state financial aid regulations.
* Must be able to learn and perform all essential job functions with minimal direct supervision.
* Must be able to travel between campuses.
Applicants must meet the minimum qualifications as indicated on this vacancy notice and must submit a completed online application packet to be considered for this position. Applicants who fail to submit all required information will not be considered. Only applications received during the period of this announcement will be considered. A complete application packet consists of:
* Trenholm State Community College online employment application.
* A current resume, including three (3) references.
* Copy of transcripts that demonstrate the required educational qualifications must be included and must identify the applicant, institution, degree, and date conferred.
WORK EXPERIENCE VERIFICATION
Neither a resume nor an application is appropriate verification of work experience. It is not our policy to contact current and/or previous employers to obtain employment verification. "Work experience verification is required in writing from your current and/or previous employer(s) confirming the required level of experience as stated in the "Minimum Qualifications" section and other related experience. Verification should include dates of employment and position title(s). Proof of work experience verification may be delayed until an official offer of employment using the Work Experience Verification form, which is found on the Human Resources home page. All work experience verification must be completed within 15 days following the employment offer.
APPLICATION DEADLINE: Complete application files will be accepted by the Office of Human Resources on a continuous basis and remain active for one year for available positions. Incomplete application packets will eliminate the possibility of a position opportunity.
EEOC, E-VERIFY, BACKGROUND CHECK STATEMENTS: Trenholm State Community College is an equal opportunity employer. It is the official policy of the Alabama Community College System that no person shall, on the grounds of race, color, disability, gender, religion, creed, national origin, or age, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program, activity, or employment. Trenholm State Community College will make reasonable accommodations for qualified disabled applicants or employees.
Trenholm State Community College reserves the right to withdraw this job announcement at any time prior to the awarding. More than one position in the same job classification may be filled by the applicants for this position should another vacancy occur during the search process. Any offer of employment is contingent upon the completion of a satisfactory criminal background investigation. The applicant will be responsible for the cost of the criminal background investigation.
This employer participates in E-Verify.
SUMMARY ABOUT US:
H. Councill Trenholm State Community College (Trenholm State) is a comprehensive two-year community college in Montgomery, Alabama. The College offers associate transfer degrees, associate degrees, and certificates that lead directly to the workforce. Additionally, the College provides adult learning opportunities, civic, social, cultural, and personal development; business and industry training; and support for economic development in the central Alabama region. Trenholm State is part of the Alabama Community College System (ACCS), governed by the Alabama Community College System Board of Trustees. The College operates multiple instructional sites, including the Trenholm Campus, the Patterson Site, and several off-campus instructional locations offering credit, non-credit, adult education, and dual enrollment programs. Trenholm State delivers additional educational and training services for Montgomery and the surrounding areas. For more information, please visit *****************************
$31k-35k yearly est. 22d ago
Financial Advisor - Experienced Professionals
First Command Financial Services, Inc. 4.7
Finance advisor job in Montgomery, AL
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financialadvisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
What You'll Do
As an experienced FinancialAdvisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll:
* Serve as a Trusted Advisor
Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
* Deliver Advanced, Personalized Planning
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
* Provide a High-Touch Client Experience
Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
* Engage the Military Community
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
* Drive Results and Grow Your Business
Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement.
What Sets You Apart
* A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
* Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.
* Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.
* The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
* Military experience or affiliation is strongly preferred.
Required Experience
Licensing & Certifications
* Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
* Preferred: CFP, ChFC, or RICP designations
Your Next Step
If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong.
#LI-LW1
#LI-LW1
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#LI-LW1#LI-LW1
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
$61k-102k yearly est. 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Montgomery, AL
**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 14d ago
Financial Advisor - West Point, GA
Capital City Bank Group 4.2
Finance advisor job in West Point, GA
FinancialAdvisor - Capital City Bank - More than your bank. Your banker. Hours Monday - Friday 40 Hours FinancialAdvisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients' needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC.
Advisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice.
This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums.
All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.
Principal Duties and Responsibilities
* Securing a sale
* Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals.
* Develop referral sources outside the Bank with existing clients, CPAs, attorneys, Bank associates and other related sources of investment business. This often requires outside business development calls.
* Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability. Meet with clients in the office, business premises, or home.
* Conduct in-depth reviews of client' financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks.
* Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.
* Cross refer Bank products and use financial planning tools.
* Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation.
Employer determines the essential functions of the job.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.
Associated Duties
* Provides additional support to manager and department colleagues.
* Completes all assigned/required Bank training within established timelines.
Knowledge, Skills and Abilities (KSAs) Required
The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience:
* Proficiency in Word and Excel.
* Excellent communication, interpersonal and listening skills.
* Ability to network and establish relationships with clients and referral sources.
* Negotiating and influencing skills, as well as determination and tenacity.
* A target-driven mindset.
* Flexible approach to work.
* Decision-making skills.
* Demonstrable sales skills.
* High degree of personal integrity, discretion, and an ethical and professional approach to work.
* Must adhere to Bank's Motor Vehicle Guidelines.
Professional Licenses/Education
FINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required. Associate or Bachelor's degree in business or finance from an accredited college required. Relevant experience may substitute for the education.
Working Conditions
* Professional atmosphere.
* Office environment with frequent travel to assigned offices or client meetings.
* Driving as required by position.
* In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
Capital City Bank associates are our greatest asset. We offer the following benefits
* Medical, Dental and Vision
* Life Insurance
* 401(k) with Matching
* Flexible Spending Accounts
* Tuition Assistance
* Stock Purchase
* Discounts on Products and Services
EOE/Protected Veterans/Disabled/Drug Free
The above declarations are not intended to be an "all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
How much does a finance advisor earn in Auburn, AL?
The average finance advisor in Auburn, AL earns between $33,000 and $123,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Auburn, AL
$63,000
What are the biggest employers of Finance Advisors in Auburn, AL?
The biggest employers of Finance Advisors in Auburn, AL are: