US Experienced Financial Advisor
Finance advisor job in Augusta, 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 financial advisor 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 financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. 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 financial advisors 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 financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors 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 financial advisors, 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**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors 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 financial advisor?**
+ 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 financial advisors 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.
Financial Advisor
Finance advisor job in Evans, GA
Financial Advisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors 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 Financial Advisors 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 financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors 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 Financial Advisor career.
We will sponsor your pursuit of full registration and licensing as a Financial Advisor 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 Financial Advisor 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 Financial Advisor 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 Financial Advisor 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.
Client Advisor
Finance advisor job in Augusta, GA
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Your Next Chapter:
Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
We're seeking a high-performing Employee Benefits Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution.
What You'll Do:
Revenue Growth & Business Development
* Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
* Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
* Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
Client Acquisition & Relationship Management
* Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
* Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
* Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.
Sales Process & Cadence Discipline
* Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
* Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
Market Research & Competitive Analysis
* Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
* Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.
What You'll Bring:
* Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
* 2+ years of employee benefits experience in an agency/broker setting.
* Life & Health License preferred, or ability to obtain license upon hire.
Our ideal candidate will bring:
* Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
* Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
* Demonstrated technology skills, including experience using CRM and AI applications.
If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.
#LI-EG1
#LI-Hybrid
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
* Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
* Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
* Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
* Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
* … and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting *******************.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Auto-ApplyFinancial Analyst, Corporate FP&A
Finance advisor job in Evans, GA
Club Car boasts a 60+ year history of industry-leading innovation and design, initially focused on golf cars and then expanding to commercial utility vehicles and personal-use transportation.
GENERAL JOB DESCRIPTION
The Financial Analyst, Corporate FP&A position is a key member of the Corporate FP&A team at Club Car, directly supporting the Corporate FP&A Manager. We are seeking a detail-oriented Financial Analyst with financial analysis, forecasting, planning, and reporting skills to join our team. This position will support financial planning and analysis activities critical to the achievement of financial objectives.
Essential Job Functions:
Annual Operating Plan and Quarterly Forecast Support
Facilitate development of the annual operating plan and quarterly financial forecast with functional partners, in accordance with deadlines and requirements.
Help prepare executive presentations, ensuring adherence to guidance and requirements.
Month-End Close & Reporting Cycle Support
Ensure the accurate analysis and reporting of monthly results
Review and reconcile actual results throughout month-end close to support month end reporting and variance analysis commentary.
Communicate insights by preparing analyses using multiple data sources; identify and proactively source necessary inputs for analyses; translate insights into clear, understandable themes to support financial storytelling.
Interpret and summarize complex data into meaningful financial reports
Submit required financial reports, bridges, and commentary in accordance with deadlines and requirements
Support the collection and data validation of month-end reports used for internal reporting
Support management reporting preparation and analysis for monthly operating reviews
Data Analytics, Reporting Automation and Process Improvements
Support financial modeling, report automation and business analytics to address financial queries
Help design and support reporting automation and process improvements by utilizing systems and tools for data extraction and analytics
Develop and maintain scorecards, and provide proactive analysis and insights
Perform ad-hoc financial reporting and analytics as required
Systems Support
Provide Mapics and Hyperion system support and review mapping updates
Collaboration
Develop and maintain effective relationships across functional teams
Collaborate across the business and with peers to provide root cause analysis and actionable insights on financial and non-financial data
Will be required to perform other duties as requested, directed, or assigned.
EDUCATION, EXPERIENCE & SKILLS
Education:
Bachelor's degree in finance or accounting discipline required.
Experience:
Minimum of 1+ years of FP&A or accounting related experience.
Must be accurate and detail-oriented, deadline sensitive and able to adapt to change in a fast-paced team environment.
Must be proficient in Microsoft Office and be able to demonstrate a high skill level in Excel.
Experience with Accounting ERP systems, such as Mapics / AS400, and financial planning and reporting system experience, such as Hyperion.
KEY COMPETENCIES
Understanding of accounting principles and financial statements
Highest standards of accuracy and controllership
Highly organized and proficient with multi-tasking and time management capabilities
Strong sense of urgency and focus on meeting key deadlines
Ability to react with urgency to events that require quick response or turnaround
Positive attitude, willingness to learn, and curious nature
Ability to deal with and manage uncertainty and change
Club Car is an Equal Employment Opportunity (EEO) employer. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other protected status under federal, state, or local law.
Board Certified Behavior Analyst BCBA or Assistant BCaBA
Finance advisor job in Augusta, GA
Job DescriptionBenefits:
Access to a Financial Advisor
Paid Cancelations
Accident Insurance
Paid CEUs and Conferences
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Flexible schedule
Free uniforms
Health insurance
Opportunity for advancement
Paid time off
Signing bonus
Stock options plan
Training & development
Vision insurance
Who We Are
At Sunshine ABA, we believe in ABA Therapy for a Brighter Future. We serve children (ages 214) and their families with compassion, teamwork, and evidence-based care. Our staff are not just employees theyre part of the Sunshine family.
Too many clinicians in ABA feel overworked and undersupported. Were here to change that. With Sunshine ABA, youll receive:
Extra support and supervision during your first 90 days
Ongoing mentorship and open communication with leadership
A collaborative team culture that values your voice and well-being
What Youll Do
Conduct intakes and functional assessments within our clinic
Develop individualized treatment plans
Provide therapy sessions and parent/caregiver training
Supervise and support RBTs (scope adjusted for BCaBA vs. BCBA)
Monitor progress through data review and plan updates
Maintain compliance with BACB and clinic standards
Collaborate with families, staff, and school/community partners
What Were Looking For
BCBA: Masters degree + active BACB certification
BCaBA: Bachelors degree + active BACB certification
CPR/BLS certification (or willingness to obtain)
Strong communication and organization skills
Reliable transportation
A passion for helping children and families thrive
Be part of a company that values
you
as much as our clients. Apply today and grow with us!
Asset Health Analyst - Cat I (Augusta)
Finance advisor job in Augusta, GA
Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do! We are at the forefront of future engineering technologies, with solutions that ensure the success of our clients in key industries that are shaping the future of the world we live in.
Job Description: Asset Health Analyst - CAT I
Job Location: Augusta, GA
Job responsibilities and tasks
We are seeking a motivated and detail-oriented Asset Health Analyst to support our reliability and asset performance initiatives. This role is ideal for professionals with foundational knowledge in predictive maintenance, particularly vibration analysis (CAT I), who are eager to develop their technical skills and grow within a world-class reliability program.
The successful candidate will assist in vibration data collection, equipment health monitoring, and report preparation to support advanced diagnostics performed by senior analysts. Working closely with maintenance and reliability teams, the analyst will contribute to early detection of equipment issues and continuous improvement of plant reliability.
Level of Education & Knowledge:
Certification in Vibration Analysis - ISO Category I is a plus.
High school diploma or equivalent required.
Technical training or coursework in Mechanical, Electrical, or Industrial Maintenance preferred.
Additional certifications in predictive maintenance technologies (e.g., ultrasound, thermography) are a plus.
Solid understanding of industrial safety standards and lockout/tagout (LOTO) procedures.
Experience & Technical Skills:
Perform routine vibration data collection on rotating equipment using portable data collectors.
Support the setup and verification of online condition monitoring systems and measurement points.
Identify and communicate basic equipment condition changes such as unbalance, misalignment, or looseness.
Maintain accurate records in vibration software and asset health databases.
Collaborate with reliability and maintenance teams to support corrective and preventive actions.
Follow Andritz safety standards and ISO 18436-2 guidelines during all vibration-related activities.
Participate in weekend duty rotation with the vibration team, providing remote or on-site support as needed to assist in urgent equipment evaluations or abnormal vibration events.
Physical and Mental Qualifications
Physical condition for field inspection in Pulp and Paper Mills
Communication: ability to express themselves with correctness, certainty, and objectivity, transmitting security and confidence.
Emotional stability: the ability to present a calm and balanced temperament, with self-control of his actions.
Travel percentage (include country or region name)
25% travel in North America
*Please note, previous DUI convictions can result in being inadmissible to Canada
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Financial Solutions Advisor II - South Carolina Market
Finance advisor job in North Augusta, SC
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
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.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Auto-ApplyFinance & Analytics Analyst (Adv SQL & Excel Required)
Finance advisor job in Augusta, GA
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
**Job Duties**
1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
4. Implements and uses analytics software and systems to support department goals.
5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
6. Identify any deficiencies within the process, strategize and design improvements where possible.
**Job Qualifications**
**REQUIRED EDUCATION:**
Associate's degree or equivalent combination of education and experience
**REQUIRED EXPERIENCE:**
+ 1-3 years related experience
+ Proficiency in MS SQL queries and database development.
+ Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
+ Intermediate proficiency with complex SQL queries, and stored procedures.
+ Strong critical thinking and attention to detail.
+ Ability to effectively communicate with technical and non-technical stakeholders.
+ Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
**PREFERRED EDUCATION:**
Bachelor's degree or equivalent combination of education and experience
**PREFERRED EXPERIENCE:**
2 - 4 years related experience
**PHYSICAL DEMANDS:**
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $77,969 - $128,519 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
Project Finance Closing Specialist
Finance advisor job in Augusta, GA
Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Associate to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will assist in building a pipeline of potential borrowers, structured finance opportunities, and work with the team as we expand into new markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), tax credit investors, and other community development stakeholders. The successful candidate will have a strong sense of urgency and a mission to help make a difference in Low-Income Communities.
**About SFS:** SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%
**As a Project Finance Associate, you will:**
+ Communicate with and manage relationships with potential borrowers, CDEs, and investors
+ Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities
+ Collect, package, and manage due diligence on potential borrower and Project Sponsors
+ Develop marketing materials to present to CDEs and investors
+ Build relationships with CDEs to better identify the best project financing match
+ Support the structuring of NMTC transactions in collaboration with external legal counsel
+ Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure
+ Other job-related functions as assigned
+ Travel: 15%
**What you bring to the role:**
+ BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus
+ At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with CDEs, lenders, investors
+ Demonstrated experience in putting together and closing deals is a plus
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
71,700-103,500
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Aiken Sunset Finance (CSR)
Finance advisor job in Aiken, SC
The CSR plays a very important part in the operation of a consumer finance office. The duties of a CSR are to wait on the customers, take applications, investigate credit, take payments, refinance loans, help with the delinquent work, send out advertising letters, and complete other duties. This person must fill out correctly most of the office forms and reports, as well as maintain current the master cash drawer, bank deposits, and related daily transactions.
.
DUTIES & ESSENTIAL JOB FUNCTIONS
Working directly under the supervision of the branch manager, the Customer Service Representative:
Solicit loans on the telephone and at the counter.
Must answer the telephone, post customer payments, input new and refinance loans into the loan software system, process loan applications and prepare refinance and delinquency mail. Answers the telephone.
Other duties include: opening mail and distributing, posting counter payments, and giving customer credit experience to inquiring creditors and credit bureau.
Completes loan documents and closes current refinance loans.
Prepares daily deposits of cash and checks.
Maintains and balances correct amount and denominations of money in cash drawers daily.
Maintains loan standard report daily.
Telephones past due customers
QUALIFICATIONS
Previous experience in customer service, collections, or the finance industry a plus. The CSR must have knowledge of computer skills.
A high school diploma or equivalence is required.
PHYSICAL REQUIREMENTS/WORK ENVIRONMENT
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is primarily sedentary in nature, no special demands are required.
Client Solutions Advisor - 100% Commission | Aiken, SC (TSG-20251201-020)
Finance advisor job in Aiken, SC
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
Financial Analyst
Finance advisor job in Augusta, GA
We're partnering with a leading healthcare organization that's looking for a Sr. Financial Analyst to join their Financial Planning & Analysis team - someone who thrives on analysis, collaboration, and driving strategic financial decisions. In this role, you'll support budgeting, forecasting, and monthly close activities, working cross-functionally with department leaders and senior executives. You'll also play a key part in maintaining financial systems, troubleshooting data interfaces, and ensuring the integrity of financial reporting.
What You'll Do:
+ Support budgeting, forecasting, and strategic planning processes
+ Record and review journal entries; reconcile intercompany accounts
+ Prepare monthly financial analyses and ad hoc reports for leadership
+ Monitor and troubleshoot financial systems (Epic, Stratajazz, Workday)
+ Contribute to process improvements and assist with audit schedules
Requirements
Bachelor's degree in Accounting, Finance, or Business (preferred)
3+ years of experience in finance or accounting (healthcare required)
Strong Excel and system skills; Epic/Stratajazz/Workday experience helpful
Detail-oriented, analytical mindset with excellent communication skills
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
Cost Analyst 1 4P/400
Finance advisor job in Waynesboro, GA
We are seeking a motivated Cost Analyst to provide financial insight and support across projects and operations. This role is critical to ensuring accurate cost analysis, effective budgeting, and resource allocation. The Cost Analyst will partner with finance, project controls, and operations teams to drive cost efficiency and compliance while supporting informed decision-making.
Key Responsibilities
Cost Planning & Analysis: Collect, plan, and analyze cost data related to projects, products, or processes.
Production Costing: Determine costs of product production, including raw materials, labor, and overhead.
Variance Analysis: Analyze actual costs versus standards and prepare reports on variances.
Change Impact Assessment: Evaluate the effect of design changes, material fluctuations, or process adjustments on product or project costs.
Forecasting & Estimating: Assist in preparing cost estimates for new and proposed products or projects.
Profitability Insights: Provide reports and analysis on pricing factors, profitability, and inflationary trends.
Inventory Oversight: Partner with operations to ensure inventory accuracy through cycle counts, validations, and physical audits.
Overhead Rates: Establish and update overhead rates for inventory and labor as needed.
Reporting: Develop financial and cost reports to guide management decisions.
Qualifications
Education: Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience).
Experience: 0-5 years of related cost analysis experience; utility/energy sector experience is a plus.
Technical Skills:
Strong proficiency in Microsoft Excel, Word, and PowerPoint.
Experience with ERP systems (Microsoft Dynamics 365 preferred).
Core Competencies:
Strong analytical and problem-solving skills.
High attention to detail and organizational skills.
Effective oral and written communication abilities.
Ability to manage multiple projects independently in a fast-paced environment.
Work Environment
Setting: Office-based with collaboration across finance, engineering, and operations teams.
Schedule: Full-time, Monday-Friday, with potential hybrid flexibility depending on project requirements.
Culture: Safety-first, compliance-driven, and performance-focused environment aligned with Southern Company's values.
Financial Aid Specialist (3EM25)
Finance advisor job in Aiken, SC
Job Responsibilities Under general supervision of the Financial Aid Manager, the Financial Aid Specialist provides technical and professional services regarding Financial Aid Programs at the College. Engages students in a manner that enhances the student experience and provides excellent communication and services.
DUTIES AND RESPONSIBILITIES:
* Guides current and prospective students and parents on financial management, applying for financial aid, and loan default management. Provides communication and services that engage students in such a manner that enhances the student experience.
* Packages assigned students with federal, state, and institutional aid and loans. Responsible for determining students' eligibility and making awards. Reviews assigned student files to ensure all federal, state, and institutional regulatory requirements are met. Responsible for the management, development, documentation, and reporting of all assigned student financial aid programs.
* Responsible for processing the Financial Aid Transmittal Register (FATR).
* Guides students through the Financial Aid Standards of Academic Progress appeals process and makes reinstatement decisions. Responsible for coordinating the daily adjustments in aid allocations based on changes in student enrollment status.
* Performs other duties as assigned, which may include but are not limited to: serving on College committees, maintaining and updating office forms, and conducting group information sessions for students and parents both within the College and throughout the community as assigned.
Minimum and Additional Requirements
Bachelor's degree or equivalent education, training and experience.
Preferred Qualifications
Higher education financial aid experience preferred.
Additional Comments
Aiken Technical College is an equal opportunity employer committed to having diversity throughout the College. Any requests for reasonable accommodation to apply for this position should be directed to Human Resources by calling ************, or writing to the above address. Requests for accommodations must be made by the above-stated deadline.
South Carolina is making our Veterans a priority for employment in state agencies and institutions.
Financial Advisor
Finance advisor job in Evans, GA
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors 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 Financial Advisors 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 financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors 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 Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor 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 Financial Advisor 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 Financial Advisor 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 Financial Advisor 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.
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
Client Advisor
Finance advisor job in Evans, GA
About Acrisure
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Your Next Chapter:
Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
We're seeking a high-performing Employee Benefits Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution.
What You'll Do:
Revenue Growth & Business Development
Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
Client Acquisition & Relationship Management
Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.
Sales Process & Cadence Discipline
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
Market Research & Competitive Analysis
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.
What You'll Bring:
Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
2+ years of employee benefits experience in an agency/broker setting.
Life & Health License preferred, or ability to obtain license upon hire.
Our ideal candidate will bring:
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.
If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.
#LI-EG1
#LI-Hybrid
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting
*******************
.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Auto-ApplyFinancial Analyst, Corporate FP&A
Finance advisor job in Evans, GA
Club Car boasts a 60+ year history of industry-leading innovation and design, initially focused on golf cars and then expanding to commercial utility vehicles and personal-use transportation. GENERAL JOB DESCRIPTION The Financial Analyst, Corporate FP&A position is a key member of the Corporate FP&A team at Club Car, directly supporting the Corporate FP&A Manager. We are seeking a detail-oriented Financial Analyst with financial analysis, forecasting, planning, and reporting skills to join our team. This position will support financial planning and analysis activities critical to the achievement of financial objectives.
Essential Job Functions:
* Annual Operating Plan and Quarterly Forecast Support
* Facilitate development of the annual operating plan and quarterly financial forecast with functional partners, in accordance with deadlines and requirements.
* Help prepare executive presentations, ensuring adherence to guidance and requirements.
* Month-End Close & Reporting Cycle Support
* Ensure the accurate analysis and reporting of monthly results
* Review and reconcile actual results throughout month-end close to support month end reporting and variance analysis commentary.
* Communicate insights by preparing analyses using multiple data sources; identify and proactively source necessary inputs for analyses; translate insights into clear, understandable themes to support financial storytelling.
* Interpret and summarize complex data into meaningful financial reports
* Submit required financial reports, bridges, and commentary in accordance with deadlines and requirements
* Support the collection and data validation of month-end reports used for internal reporting
* Support management reporting preparation and analysis for monthly operating reviews
* Data Analytics, Reporting Automation and Process Improvements
* Support financial modeling, report automation and business analytics to address financial queries
* Help design and support reporting automation and process improvements by utilizing systems and tools for data extraction and analytics
* Develop and maintain scorecards, and provide proactive analysis and insights
* Perform ad-hoc financial reporting and analytics as required
* Systems Support
* Provide Mapics and Hyperion system support and review mapping updates
* Collaboration
* Develop and maintain effective relationships across functional teams
* Collaborate across the business and with peers to provide root cause analysis and actionable insights on financial and non-financial data
* Will be required to perform other duties as requested, directed, or assigned.
EDUCATION, EXPERIENCE & SKILLS
Education:
* Bachelor's degree in finance or accounting discipline required.
Experience:
* Minimum of 1+ years of FP&A or accounting related experience.
* Must be accurate and detail-oriented, deadline sensitive and able to adapt to change in a fast-paced team environment.
* Must be proficient in Microsoft Office and be able to demonstrate a high skill level in Excel.
* Experience with Accounting ERP systems, such as Mapics / AS400, and financial planning and reporting system experience, such as Hyperion.
KEY COMPETENCIES
* Understanding of accounting principles and financial statements
* Highest standards of accuracy and controllership
* Highly organized and proficient with multi-tasking and time management capabilities
* Strong sense of urgency and focus on meeting key deadlines
* Ability to react with urgency to events that require quick response or turnaround
* Positive attitude, willingness to learn, and curious nature
* Ability to deal with and manage uncertainty and change
Club Car is an Equal Employment Opportunity (EEO) employer. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other protected status under federal, state, or local law.
Financial Solutions Advisor II - South Carolina Market
Finance advisor job in North Augusta, SC
North Augusta, South Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
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.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Finance & Analytics Analyst (Adv SQL & Excel Required)
Finance advisor job in Augusta, GA
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
Job Duties
* Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
* Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
* Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
* Implements and uses analytics software and systems to support department goals.
* Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
* Identify any deficiencies within the process, strategize and design improvements where possible.
Job Qualifications
REQUIRED EDUCATION:
Associate's degree or equivalent combination of education and experience
REQUIRED EXPERIENCE:
* 1-3 years related experience
* Proficiency in MS SQL queries and database development.
* Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
* Intermediate proficiency with complex SQL queries, and stored procedures.
* Strong critical thinking and attention to detail.
* Ability to effectively communicate with technical and non-technical stakeholders.
* Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
PREFERRED EDUCATION:
Bachelor's degree or equivalent combination of education and experience
PREFERRED EXPERIENCE:
2 - 4 years related experience
PHYSICAL DEMANDS:
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $77,969 - $128,519 / ANNUAL
* Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
About Us
Molina Healthcare is a nationwide fortune 500 organization with a mission to provide quality healthcare to people receiving government assistance. If you are seeking a meaningful opportunity in a team-oriented environment, come be a part of a highly engaged workforce dedicated to our mission. Bring your passion and talents and together we can make a difference in the lives of others. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Financial Solutions Advisor II - South Carolina Market
Finance advisor job in North Augusta, SC
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
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.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Skills:
* Account Management
* Advisory
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Active Listening
* Attention to Detail
* Client Solutions Advisory
* Issue Management
* Pipeline Management
* Causation Analysis
* Client Management
* Policies, Procedures, and Guidelines
* Risk Management
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40