Finance advisor jobs in Bowling Green, KY - 1,023 jobs
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Financial Professional
Bankers Life 4.5
Finance advisor job in Chattanooga, TN
What are you looking for in your next opportunity-growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven individuals who want more than just a job. As an entry level financialadvisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we're a company that invests in your success. Ready to make a difference? Join our FinancialAdvisor Development Program today.
We support you every step of the way:
No finance background? No problem-no experience needed - sales, customer service, or people-facing experience is a big plus!
First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
Next, we help you prepare for the Securities Industry Essentials (SIE ) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
Award winning mentorship and training programs that support your move into wealth management and sales leadership.
Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.
*The SIE is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become FinancialAdvisors. Additional licensing exams are required to become a FinancialAdvisor. BL-1771-ADV-1025
Why Join Us?
Top-tier training with mentors and resources to help you succeed at every level.
Your career, your pace by moving into a leadership role in as little as 12 months.
Continuous support with tech tools, marketing leads, and team collaboration.
Unlimited income streams include uncapped commissions, renewals, bonuses and more.
Live life with exciting awards trips, lasting friendships, and true work-life integration.
Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.
Apply and learn more.
Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.
Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed-Involve Risk-May Lose Value.
$46k-77k yearly est. 3d ago
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Trade Analyst
Hiretalent-Staffing & Recruiting Firm
Finance advisor job in Franklin, TN
We are seeking a detail-oriented and analytical professional to join our Customs & Trade Operations team, with a specialized focus on metals compliance-particularly steel, aluminum, and copper. This role will support import/export operations and compliance activities, with a strong emphasis on reviewing Bills of Materials (BOMs) and ensuring accurate metal weight declarations for finished goods. The ideal candidate will have a background in project management, procurement collaboration, and tariff classification, along with experience in import/export documentation and systems.
Key Responsibilities:
Analyze Bills of Materials to verify correct metal weights (steel, aluminum, copper) for finished products.
Collaborate with procurement and internal engineering teams to ensure accurate material data and compliance with trade regulations.
Support import/export operations, including documentation review, customs clearance, and broker coordination.
Assist in auditing customs brokers and resolving discrepancies in declarations and duties.
Maintain records and prepare reports related to import/export activities and metal compliance.
Provide support during internal and external audits.
Manage small-scale projects related to trade operations and compliance improvements.
Skills & Qualifications:
Bachelor's degree in Supply Chain, Business Operations, Engineering, or related field-or equivalent experience.
Strong understanding of metals (steel, aluminum, copper) in manufacturing or trade environments.
Experience with BOM analysis and collaboration with procurement or engineering teams.
Familiarity with import/export regulations, tariff classification, and customs documentation.
Project management experience preferred (formal or informal).
Proficiency in ACE or other customs-related systems.
Strong analytical, organizational, and communication skills.
Self-starter with a sense of urgency and ability to manage multiple priorities.
Proficient in MS Office and ERP systems.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.
$53k-82k yearly est. 4d ago
Financial Relationship Advisor- Floating Louisville Area
Park Community Credit Union 4.0
Finance advisor job in Louisville, KY
Role: By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures.
Essential Functions & Responsibilities:
greet all visitors in a friendly, sincere manner and assist members professionally.
act as an advocate for members in the branch and on the phone.
build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness.
develop and maintain strong member relationships through proactive follow up and actively identify members' needs to recommend appropriate products, services, and solutions.
assist members with navigating and adopting existing and new digital technology.
establish and maintain strong, positive, and productive working relationships with internal and external members.
actively collaborate with partners in other lines of business to provide solutions to meet members' financial needs and goals.
maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member's financial needs.
process teller transactions and open and close accounts, including general membership, custodial, etc.
perform account maintenance, maintain and update records.
assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
focus on accuracy in all areas, ensuring errors/corrections are minimal.
maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations.
keep manager informed of any issues that may arise.
while acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues.
achieve individual goals and contribute to branch and organizational objectives.
performs other duties as assigned.
Performance Measurements:
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:
Vibrant Connections
Inclusive Excellence
Bold Compassion
Endless Empowerment
2. To provide friendly, professional and accurate service and support to all members and coworkers.
3. To identify members' needs, recommend products, and process requests with a minimal number of errors.
4. To develop and improve knowledge and skills in Financial Services area.
5. To follow the credit union's Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
6. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
7. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education : A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds. Company Description:
Park Community is Kentucky's largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.
PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED
Compensation details: 23-24
PIac9b60c9c3b8-31181-39330025
$37k-51k yearly est. 8d ago
Financial Data Strategy Advisor
Miso 3.3
Finance advisor job in Carmel, IN
Key Responsibilities:
Lead initiatives to improve financial tools and reporting processes.
Develop and maintain financial models and perform sensitivity analysis.
Create and implement strategies for report inventory and adoption of BI tools.
Collaborate across service lines to ensure alignment with enterprise data standards.
Translate complex data into clear, actionable insights and visualizations.
What we are looking for:
Expertise in BI tools (Tableau, Power BI, Alteryx) and financial modeling.
Strong skills in data principles, process improvement, and presenting to leadership.
Preferred: Experience with Oracle EPM, Microsoft Power Platform, Azure/Fabric, and energy industry knowledge.
Why Join Us?
At MISO, you'll work on high-impact projects that transform how we use financial data. If you thrive on collaboration, innovation, and making data meaningful, we want to hear from you.
Appropriate level will be determined based upon experience and knowledge.
The base salary compensation range being offered for this role is $116,000-132,000 USD annually. Base salary range for this position is included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, and qualifications/experience.
Position is also eligible for an annual bonus if individual performance and company objectives are met. At MISO we offer a comprehensive benefits package, including 401k, vacation, sick and safe time, available on your first day of employment.
MISO, What We Do
MISO manages the electricity superhighway in the Central U.S. Through use of groundbreaking research and advanced technology, our highly skilled employees ensure power flows reliably to 45 million Americans. Operating the electricity grid, running a robust energy market, planning for a bright future - it's what our immensely talented and dedicated team does every day.
#LI-AD1
#LI-ONSITE
$116k-132k yearly 9d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Bowling Green, KY
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$61k-109k yearly est. Auto-Apply 23d ago
Director - Investment Specialist - PvB
Standard Chartered 4.8
Finance advisor job in Indiana
Apply now Work Type: Office Working Employment Type: Permanent Job Description: Key Responsibilities Strategy in the region.
* Implementation of a business sales model that will be profitable in the long-term.
* Building the regional sales strategy.
* Manage AMCs at a local level
* Build and deepen relationships with internal stakeholders
* Ensure customers view WM as a complete value proposition with Product specialization as a USP
Business
* Suggest innovative products and product bundles to the product team based on market/customer needs to Private Banking clients.
* Maximize business performance opportunity.
* Manage all direct costs.
* Ensure the implementation of appropriate systems and operational processes.
* Accurate submission of MIS
* Building a performance-oriented culture in the team
* Instil a sense of belonging and team-work.
Processes
* Support the continuous improvement of processes to increase operational efficiency and effectiveness.
* Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
* Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
* Providing feedback enabling improvement in process and reducing overall TAT
* Adherence to Sales and suitability process in line with the bank's policy.
People & Talent
* Collaborate with PvB RM's and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.
Risk Management
* Do what is right in order to avoid reputational risks and operational losses.
* Understand the risk and control environment within area of responsibility and drive rectification as required.
* Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.
* Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management
Governance
* Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
* Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture.
* Engage with all audit report findings and ensure feedback is acted upon
Regulatory & Business Conduct
* Display exemplary conduct and live by the Group's Values and Code of Conduct.
* Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
* Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.]
Key stakeholders
* PvB Cluster Head - South Region
Other Responsibilities
* Embed Here for good and Group's brand and values in Wealth Solutions , India]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats);
Skills and Experience
* Investment Counselling
* Market Knowledge
* Mutual Fund
* PMS & AIF
Qualifications
* NISM-Series-V-A: Mutual Fund Distributors Certification Examination
* NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification
* Managed Investments
* PMS
* Wealth Management
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Apply now
Information at a Glance
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$68k-113k yearly est. 17d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance advisor job in Bowling Green, KY
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of FinancialAdvisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 25d ago
Financial Advisor Assistant
Talentlink Solutions
Finance advisor job in Merrillville, IN
We are a woman-owned and women-led Financial Planning firm dedicated to providing personalized Retirement Income Planning and Investment Advisory services to more than 300 families. Our firm prides itself on creating customized strategies to meet the unique needs of each client, combining experienced financial advice with a warm, client-centric approach. We are highly service-oriented, and our clients stay with us because of the incredible experience they receive. We are here to be our clients' advocate and guide as they navigate the complexities of life, particularly when moving into and through retirement. We are a close team and support each other to achieve this mission!
We are expanding and hiring a highly organized and efficient Assistant to join our team. This position is crucial in supporting the advisory team and the clients, including facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, marketing efforts, and administrative tasks. You're an administrative pro who can deepen client relationships through phone conversations. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You take immense pride in your work, you're a go-getter when it comes to follow through, and details rarely slip your grasp. You are also a bit of a techie, with intermediate to advanced level skills in all Microsoft programs, and you love learning and using new technology.
Key Responsibilities:
Client Interaction:
Greet and welcome clients in a friendly and professional manner in person and over the phone
Assist in preparing for client meetings, including compiling necessary documents and information
Handle client inquiries and follow up on outstanding tasks or requests
Ensure a positive client experience by providing excellent service and timely responses
Marketing Assistance:
Personalize and send marketing emails and client mailings
Manage and update the firm's website, social media accounts, and other online marketing channels
Organize and participate in client events and webinars
Plan and organize events, including client appreciation events and seminars
Coordinate logistics, invitations, and follow-ups for events
Administrative Support:
Handle incoming and outgoing phone calls as well as respond to client requests promptly and professionally
Schedule meetings and manage calendars for the advisory team
Generate reports and maintain accurate records of client information
Order supplies and coordinate client gifts to enhance client relationships
Qualifications:
Bachelor's degree in finance, marketing, business, or a related field highly preferred
3+ years' experience in an administrative role
1+ years' experience in marketing or communications highly preferred
Intermediate to Advanced skills in all Microsoft programs (Word, Excel, PowerPoint, Outlook)
Ability to communicate with clients and business contacts in a courteous and professional manner both verbally and in written format
Strong with technology and aptitude to learn new software programs
Ability to prioritize and handle a variety of changing responsibilities and manage time-sensitive projects with specific attention to detail
Ability to work independently and as part of a team
Detail-oriented and able to manage multiple tasks and deadlines
Additional Information:
Hours are Monday through Thursday between 8:30am - 5:00pm and Friday between 8:30am - 4:00pm
$48k-97k yearly est. 8d ago
Financial Advisor Assistant
Firefighters First Federal Credit Union 3.9
Finance advisor job in Hendersonville, TN
The position will start off remote then transition to in office once our corporate office is open in Hendersonville, TN.
Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.
Currently, we have an immediate opening for a Client Services Representative to join our team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the FinancialAdvisor and Program Manager.
Primary Responsibilities:
Handling customer relation issues to assist in both the retention and acquisition of assets under management.
Prioritizing client/prospect contacts to maximize sales efforts.
Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
Coordinating all events such as educational and marketing activities to increase awareness of FFCU's investment services.
Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.
Basic Qualifications:
Education: High school diploma or GED.
Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
Previous administrative assistance preferably within the financial services industry.
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.
$48k-100k yearly est. Auto-Apply 60d+ ago
Commercial Lines Client Advisor
Transcendent LLC
Finance advisor job in Bowling Green, KY
Job Description
Commercial Lines Client Advisor - Bowling Green, KY (ON-SITE)
About the Role
We are seeking a Commercial Lines Account Manager to manage a $4-5M book of business across diverse and complex industries, including Oil & Gas, Municipalities, Manufacturing, Contractors, and more. This is a true A-Z, soup-to-nuts role where you'll own the full client lifecycle-servicing, renewals, marketing, endorsements, compliance, and long-term relationship management.
Collaborate closely with 5+ Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts.
What You'll Do
Manage and service a commercial book generating $4-5M in premium
Handle full A-Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy
Partner with multiple producers to develop service plans and ensure high-quality client experience
Work across complex industry sectors with varied coverage needs
Maintain accurate documentation and ensure compliance
Build long-term client relationships through proactive service and communication
What Makes This Opportunity Stand Out
Unlimited PTO
Strong benefits package
Flexible culture with eventual hybrid schedule
Highly collaborative environment with strong producer partnerships
Stability, autonomy, and the ability to truly own your book
Exposure to high-value, technical accounts across multiple industries
Compensation
$85,000 - $120,000 depending on experience, technical ability, and industry depth.
If you are interested, please reach out to ************************
#hc211295
$85k-120k yearly Easy Apply 27d ago
Select Lines Client Advisor
Houchens Insurance Group
Finance advisor job in Bowling Green, KY
Full-time Description
Are you a motivated individual who is driven by a rewarding career?
Join our team in a role that will let your dedication propel you toward both personal and professional success.
What is Houchens Insurance Group?
We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and celebrating the talent that we hire.
Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:
1. Clients
2. Co-owners
3. Communities
By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.
What you will receive…
Unlimited growth based on your performance.
Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
Long-term career with substantial development and advancement opportunities.
Opportunity to lead and operate within a production team model to ensure efficient operations and optimal output.
Comprehensive medical, dental, and vision plans and many more supplemental benefits.
Work-life balance
Plus, much more!
To learn more about Houchens Insurance Group, visit us on
LinkedIn
.
Requirements
Responsibilities
50% Client/Policy Services
•Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
•Maintaining direct communication and building relationships with insureds.
•Taking bond requests and execute bond.
•Maintaining bond lists and expiration information
•Maintaining and updating financial and underwriting information.
•Maintaining control on bid bonds
•Processing renewals and cancellation requests.
•Monitoring the account receivables and collections.
•Maintaining compliance with all Bond department service standards and procedures.
•Building relationships with surety companies.
•Developing Producer and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
•Handling complex policy issues and finding resolution with minimal Producer/Service Manager involvement.
30% File Management
•Documenting all correspondence, follow up for necessary financial updates at appropriate times.
•Keeping the client files organized and up to date.
•Assisting with file audits of smaller accounts.
10% Teamwork
•Works together with team; this includes discussing execution strategies with Producers. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Special project as requested by Manager. Manages PTO to work with departmental needs.
10% Determination
•Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.
Supervisory Responsibilities
•Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants.
Requirements
Education and/or Experience
•At least three or more years related insurance experience and/or training, preferably handling multi-line, large commercial accounts, bonds; or equivalent combination of education and experience.
Certifications
•Must hold an applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization's education plan.
$39k-75k yearly est. 60d+ ago
Relationship Investment Consultant
Blueprint30 LLC
Finance advisor job in Louisville, KY
ADP is seeking a Relationship Investment Consultant! This position would be responsible for proactively contacting and performing investment reviews of the top tier investment management clients for ADP Strategic Plan Services (ADP SPS). The Relationship Investment Consultant will act as the liaison between the client and ADP SPS, with the Relationship Investment Consultant responsible for addressing the client's 401k investment lineup and providing an update on fund statuses per the Investment Committee of ADP SPS using a proprietary investment report (BluePrint Report). The Relationship Investment Consultants must understand the fund's performance and be able to articulate updates on fund performance, fund management teams and overall stock and fixed income markets to clients. The Relationship Investment Consultant may be involved in service recovery to the extent that the primary goal is to identify the client's issues, and recommend appropriate solutions. This position may involve domestic travel to meet the client's needs.
RESPONSIBILITIES:
Has a broad understanding of 401(k) plans and how ADP SPSS provides servicing. Has above average knowledge capabilities with respect to equity and fixed income markets and mutual funds. Responsible for retention through proactive initiatives of book of business. Provides solutions to clients with respect to their investment fiduciary responsibilities. Maintains accurate records of all calls, emails, correspondence and client visits. Proactively offers value added products and services to enhance satisfaction, retain client and generate additional revenue. Alerts management of critical client issues where appropriate, monitors trends and escalates client issues appropriately.
Liaison with ADP entities outside RS and proactively communicates and initiates service and product issues and escalates accordingly. Effectively communicates and oversees the resolution of resulting critical service issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.
Proactively contacts respective client base to ensure clients short- and long-term goals are met. Looks for trends within respective client base, makes recommendations and escalates as appropriate. May provide training to clients on broad issues (i.e. investment fiduciary responsibilities) Proactively communicates with the client on statuses of open cases.
Reviews client investment documents and perform investment reviews for clients of ADP Strategic Plan Services. Provides service recovery for at-risk clients and works in conjunction with internal and external resources to ensure clients' needs are met. Actively participates in special projects as needed. Maintains an understanding of the types of investments and product offerings for ADP Strategic Plan Services.
May have a role assisting the ADP Strategic Plan Services Investment Committee.
Performs other related duties as assigned.
QUALIFICATIONS REQUIRED:
NASD Series 6/63 or equivalent, CEBS, ASPA
Minimum of 2 years of successful experience as an Investment Consultant (or equivalent DC plan investment advisory/management services).
Potential for up to 10% travel
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include:
Experience noted above, OR
Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success
$59k-110k yearly est. 1d ago
Relationship Investment Consultant
Adpcareers
Finance advisor job in Louisville, KY
ADP is seeking a Relationship Investment Consultant! This position would be responsible for proactively contacting and performing investment reviews of the top tier investment management clients for ADP Strategic Plan Services (ADP SPS). The Relationship Investment Consultant will act as the liaison between the client and ADP SPS, with the Relationship Investment Consultant responsible for addressing the client's 401k investment lineup and providing an update on fund statuses per the Investment Committee of ADP SPS using a proprietary investment report (BluePrint Report). The Relationship Investment Consultants must understand the fund's performance and be able to articulate updates on fund performance, fund management teams and overall stock and fixed income markets to clients. The Relationship Investment Consultant may be involved in service recovery to the extent that the primary goal is to identify the client's issues, and recommend appropriate solutions. This position may involve domestic travel to meet the client's needs.
RESPONSIBILITIES:
Has a broad understanding of 401(k) plans and how ADP SPSS provides servicing. Has above average knowledge capabilities with respect to equity and fixed income markets and mutual funds. Responsible for retention through proactive initiatives of book of business. Provides solutions to clients with respect to their investment fiduciary responsibilities. Maintains accurate records of all calls, emails, correspondence and client visits. Proactively offers value added products and services to enhance satisfaction, retain client and generate additional revenue. Alerts management of critical client issues where appropriate, monitors trends and escalates client issues appropriately.
Liaison with ADP entities outside RS and proactively communicates and initiates service and product issues and escalates accordingly. Effectively communicates and oversees the resolution of resulting critical service issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.
Proactively contacts respective client base to ensure clients short- and long-term goals are met. Looks for trends within respective client base, makes recommendations and escalates as appropriate. May provide training to clients on broad issues (i.e. investment fiduciary responsibilities) Proactively communicates with the client on statuses of open cases.
Reviews client investment documents and perform investment reviews for clients of ADP Strategic Plan Services. Provides service recovery for at-risk clients and works in conjunction with internal and external resources to ensure clients' needs are met. Actively participates in special projects as needed. Maintains an understanding of the types of investments and product offerings for ADP Strategic Plan Services.
May have a role assisting the ADP Strategic Plan Services Investment Committee.
Performs other related duties as assigned.
QUALIFICATIONS REQUIRED:
NASD Series 6/63 or equivalent, CEBS, ASPA
Minimum of 2 years of successful experience as an Investment Consultant (or equivalent DC plan investment advisory/management services).
Potential for up to 10% travel
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include:
Experience noted above, OR
Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success
$59k-110k yearly est. 1d ago
Corporate Functions (IT, Finance, HR)- Tennessee
Little Leaf Farms
Finance advisor job in Manchester, TN
Grow With Us at Little Leaf Farms
Little Leaf Farms is on a mission to transform how fresh food is grown and delivered. Our state-of-the-art greenhouses use sustainable practices to produce the freshest, best-tasting leafy greens-grown locally, year-round. As we prepare to open a new site, we're building a strong pipeline of passionate, hardworking individuals interested in joining our operations team.
Interested in a Future Role? Apply now to express your interest in joining our new facility once it opens. Submit your resume or complete our quick application form. We'll be in touch as hiring begins in 2026.
Potential Roles May Include:
Human Resources Business Partner / Manager
Talent Acquisition Specialist / Recruiter
IT Systems Analyst / Support Specialist
Corporate Operations
Requirements
What We Look For:
Proven experience in your respective field
Strong communication and collaboration skills
Ability to thrive in a fast-paced, mission-driven environment
A passion for innovation, sustainability, and continuous improvement
Why Little Leaf Farms?
Be part of a purpose-driven company that is reshaping the future of CEA
Work alongside passionate, talented professionals
Competitive compensation and benefits
Opportunity to grow with a rapidly expanding organization
$46k-70k yearly est. 60d+ ago
Analyst, Corporate Tax
Onewabash
Finance advisor job in Indianapolis, IN
About the Role:
As a Corporate Tax Analyst, you will work on a variety of tasks associated with tax operations. Activities include, but are not limited to, federal and state income tax compliance, assistance with federal and state income tax audits, assistance with the financial reporting of quarterly and annual taxes, preparation of property tax, federal excise tax, and sales/use tax. This position is a valuable member of the finance group and will report to the Corporate Tax Manager but will work closely with all levels of the tax team on a variety of direct and indirect taxes.
Your Responsibilities:
Assist with collecting data and review of federal and multi-state income tax filings
Perform research related to various direct and indirect tax issues
Assist in preparation of monthly and quarterly account reconciliation/analysis for tax accounts
Process tax payments (income, property, sales/use)
Assist in corresponding to federal, state and local tax notices/inquiries
Prepare bi-weekly federal excise tax deposits and quarterly excise tax returns
Support our co-sourcing teams by providing information for sales/use tax filings on a monthly, quarterly, and annual basis
Assist with preparation of property tax filings
Maintain sales tax exemption certificate documentation for internal and external customers
Maintain corporate tax calendar
Other duties as assigned
Let's Talk About Your Qualifications:
Bachelor's Degree (Preferred Major: Business or Accounting)
Minimum 1-4 years of experience in tax compliance (federal and state income tax)
Proficiency in Microsoft Suite
Familiarity with SAP, OneSource Income Tax, and PTMS Property Tax.
Familiarity with ASC 740's guidance on reporting income taxes on U.S. GAAP financial statements
CPA or path to CPA preferred
Must have the ability to handle multiple tasks in a changing environment
Possess excellent communication, interpersonal and organizational skills
Good analytical/problem solving skills
Ability and willingness to apply sound judgment to daily activities
Willingness to challenge current processes and procedures with an emphasis on developing process improvements to gain overall efficiencies
Leadership Attributes:
At Wabash, we pride ourselves on being empowering, and there are some things we feel very strongly about:
Embrace Diversity and Inclusion - Solicit and respect the input of others, celebrate differences, and strive for transparency and inclusiveness
Seek to Listen - Actively listen to reach the best solution and make the strongest decisions
Always Learn - Strive to improve; do not quit or settle for the status quo
Be Authentic - Demonstrate honesty, incredible energy, and grit in everything you do
Win Together - Collaborate, seek alignment, and excel at cross-group communication to success as one team and One Wabash
Join us in turning ideas into world-changing realities. Curate and build your high-impact professional career at Wabash!
Affirmative Action/EEO Statement:
Wabash is committed to providing equal employment opportunity for its associates and applicants without regard to race, color, religion, sex, age, national origin, veteran status, disability, or other protected class or activity under federal, state, or local law. All employment decisions must be based on neutral, legitimate criteria. All employment policies and rules shall be applied equally to similarly situated associates.
$58k-86k yearly est. 1d ago
Fair Banking Intern
Stock Yards Bank & Trust 4.7
Finance advisor job in Louisville, KY
Job Title: Fair Banking Intern FLSA Status: Non-Exempt Department: Compliance Hours of Operation: M-F 8:00-5:00 The Fair Banking Intern is responsible for assisting with analysis and assessment of data related to laws and regulatory requirements of Fair Lending, Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA) and Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). This role will assist in second line of defense monitoring and oversight activities.
Organizational Duties and Responsibilities:
Supports the mission, vision, and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
Coordinates and improves the monitoring and reporting process, including:
Assist in analyzing loan data to identify patterns and ensure compliance with fair lending regulations
Conduct research on fair lending laws and recent enforcement actions to inform internal practices
Assist in responding to customer inquiries related to fair lending policies
Collaborate with the Compliance Department to integrate fair lending considerations into broader compliance initiatives
Monitor, ensure and maintain loan information quality and integrity to ensure regulatory compliance
Assist in identifying tracking and analyzing systematic and/or operational exceptions regarding data collection for all loans to identify patterns and ensure compliance with fair lending regulations
Support the preparation of reports on a scheduled basis for distribution to the applicable business units (including, but not limited to) for areas related to: Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), Redlining, pricing disparities, disparate impact or treatment, Branch and ATM distributions, analysis of loan distribution patterns, analysis of peer and demographic data, market penetration, and monitoring and analysis of policy exceptions
Utilize resources to stay up to date with regulatory changes related to HMDA, CRA, Fair Lending, UDAAP, ECOA, Fair Lending and Section 1071 of the Dodd Frank Act
Participate in new product development and work closely with Compliance Advisors and applicable business units in the assessment of risk associated with these products
Assist in the investigation of consumer complaints for potential Fair Lending and UDAAP elements using the Bank's complaint tracking system
Other Functions:
Assist with the communication of compliance initiatives to partners throughout the bank, including contributing to the departmental newsletter
Assist in the development and communication of regulatory policies and procedures to management for review and approval
Assist with regulatory compliance training
Maintain understanding of the bank's products, services, geographic locations, and the potential risks associated with those activities
Conduct special projects as the need arises
Assist with other compliance reviews as assigned
Perform other duties, as assigned
Working Conditions: Works in an office setting.
Minimum Job Requirements:
Education: Currently enrolled in a bachelor's degree program in Economics, Finance, Public Policy, Law or related field
Specific Skills:
Strong organizational and time management skills
Strong analytical skills and attention to detail
Ability to function in a multi-task environment
Ability to work independently
Excellent verbal and written communication skills
Ability to define problems and propose solutions
Proficiency in Microsoft Office Suite
Specialized: Ability to read, analyze and interpret government regulations, trade journals, and legal documents
What You Will Gain:
In-Depth Understanding of Fair Lending Laws: Interns will delve into laws such as the Fair Housing Act and the Equal Credit Opportunity Act, gaining a comprehensive understanding of their application in banking operations
Data Analysis Proficiency: By analyzing loan data and preparing reports related to the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA), interns will enhance their quantitative and data interpretation skills
Policy Development Experience: Assisting in the creation and updating of fair lending policies will provide interns with practical experience in policy formulation and implementation
Community Engagement Exposure: Participation in community outreach programs will allow interns to understand the bank's role in promoting fair lending practices and engage with diverse community stakeholders
Enhanced Communication Skills: Collaborating with various departments and responding to customer inquiries will help interns refine their communication abilities, essential for effective advocacy and education on fair lending issues
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)
$57k-82k yearly est. 17d ago
Analyst, Corporate Systems
Job Listingsconsilio
Finance advisor job in Indiana
The Corporate Systems Analyst role will play a critical role in bridging the gap between software development and user adoption. You will support the lifecycle of documentation, training materials, and user engagement strategies to ensure that Consilio's software tools are successfully understood, adopted, and optimized by end users.
Responsibilities
Maintain and update documentation within the centralized Document Management System (SharePoint).
Track document status across lifecycle stages: draft, review, publish, update, deprecate, archive.
Ensure version control and change logs are accurately maintained.
Tag and format documents for optimal retrieval by AI systems (AskLio, ServiceNow, Atlas).
Convert technical content into structured Q&A formats and metadata-rich assets.
Collaborate with AI and platform teams to test and refine chatbot responses.
Monitor usage metrics, feedback, and adoption trends across platforms.
Generate reports on training effectiveness, documentation engagement, and support ticket volumes.
Identify gaps in user understanding and recommend content or training improvements.
Liaise with SMEs, developers, product owners, and support teams to gather insights and requirements.
Participate in demos, story finalization, and release planning to anticipate enablement needs.
Coordinate with training and support teams to align documentation with onboarding and escalation paths.
Ensure all documentation adheres to established standards for clarity, accessibility, and compliance.
Support quarterly and annual review cycles for critical documents.
Assist in audits and compliance checks related to documentation and training.
Excellent verbal and written communication skills demonstrating accurate comprehension and ability to follow through by documentation regarding the task, any challenges encountered and their resolutions, and delivery of the completed product.
Proactively communicate using the appropriate channels in a clear, timely, and effective way with internal clients and internal operation teams, with the goal of providing regular updates, managing expectations, and raising potentials issues early.
Demonstrate ownership of requests, focus on customer service, and commitment to teamwork, by detailed verbal and written handover communications for all tasks and projects that include a clear outline of what is outstanding to complete the tasks and of current requester expectations to set the next shift up for success.
Develop and maintain strong relationships within Consilio teams to deliver excellent and timely work product, and to grow in knowledge of Consilio processes and offerings.
Additional Responsibilities/Details:
Communicate appropriately, clearly, timely, and effectively.
Exercise sound judgment.
Take full ownership for providing outstanding service.
Continuously learn from successes and mistakes.
Be solutions oriented and proactively turn problems into solutions.
Create and maintain a positive and productive work culture.
Build good working relationships.
Grow in industry knowledge and company standards and best practices.
Comply with all department and company policies.
Qualifications
Bachelor's degree (BA, BSc, BCA, LLB, BE/B.Tech) required or minimum 2 years in the litigation support / legal industry
Minimum Experience Requirements:
2-4 years of progressively responsible experience in related roles.
Other Requirements:
Strong teamwork, communication (written and oral), and interpersonal skills.
Dependable scheduling, organization, prioritization, and planning skills.
Familiarity with document management systems and lifecycle workflows.
Experience working with AI-powered platforms or chatbots is a plus.
Strong analytical skills and attention to detail.
Proficient in MS Office including Excel, Word, PowerPoint, Teams, SharePoint, Confluence, ServiceNow, or similar platforms.
Consilio's True North Values
Excellence
We strive to make every client our advocate
Passion
We DO because we CARE
Collaboration
We win together through teamwork and communication
Agility
We flex, adapt and embrace change
People
We value, respect and invest in our teammates
Vision
We create clarity of purpose and a clear path forward
Consilio, LLC is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.
Provides analytical support for the Corporation through reporting and interpretation of healthcare data.
Responsibilities
Provides analytical support related to reimbursement to all levels of the organization.
Assists hospital Business Offices in working payment variances in a timely manner.
Assists with month end close process for Managed Care.
Works to support the system in regards to insurance master structure and maintenance
Completes assigned goals.
Requirements, Preferences and Experience
Education
Preferred: MBA
Minimum: Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience.
Experience
Preferred: Experience in decision support or managed care. In depth knowledge of managed care contract language.
Minimum: Five or more years experience in healthcare data reporting area such as managed care or decision support role.
Special Skills
Minimum: Excellent communication skills and demonstrated ability to interact with multiple levels within an organization.
Training
Preferred: Epic HB Contracts Module Pathways Contract Management (PCON) experience.
Minimum: Expert level Excel, including using pivot table, and slicers.
About Baptist Memorial Health Care
At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey.
At Baptist, We Offer:
Competitive salaries
Paid vacation/time off
Continuing education opportunities
Generous retirement plan
Health insurance, including dental and vision
Sick leave
Service awards
Free parking
Short-term disability
Life insurance
Health care and dependent care spending accounts
Education assistance/continuing education
Employee referral program
Job Summary:
Position: 1970 - Analyst-Revenue Cycle Financial
Facility: BMHCC Corporate Office
Department: HS Revenue Cycle Corporate
Category: Finance and Accounting
Type: Non Clinical
Work Type: Full Time
Work Schedule: Days
Location: US:TN:Memphis
Located in the Memphis metro area
$51k-75k yearly est. Auto-Apply 60d+ ago
Financial Operations Analyst Intern
Young & Laramore 3.7
Finance advisor job in Indianapolis, IN
Are you a Financial Operations Analyst Intern?
Do you delight in the details? Got a knack for numbers? Do friends, family members, and people you got coffee with once bring you their money questions? Do you excel in Excel? Got a business-esque degree in your future (or recent past)? Have you perfected your process for perfecting processes? Can you keep an eye on everything, everywhere, all at once? Do you enjoy a well-prepared invoice? Can you track down a missing phone number with the skill and intensity of a bloodhound? Are you slightly intrigued by the words “vendor onboarding”? Ever owned your own project? Wanna own this one?
Job requirements
Young & Laramore is looking for a Financial Operations Analyst Intern who will be working alongside our Controller doing real work, owning a project, and helping our Finance team clean up and improve how we work with vendors and payments. You'll support day-to-day finance tasks, but the heart of the role is owning a vendor onboarding and payment process project from start to finish.
This role is a great fit for a Finance or Accounting student (or recent grad) who likes organization, isn't afraid to ask questions, and wants hands-on-experience. There
may
be an opportunity to extend the role or move into a full-time position, but that will depend on how the project goes and what the business needs at the time.
What You'll Help With
· Own a project to help standardize how we onboard vendors and process payments
· Work with the Controller to map out what needs to happen and when
· Collect vendor tax and payment info (and chase it down when it's missing)
· Email and follow up with vendors directly
· Keep vendor info accurate, organized, and consistent
· Track progress and share updates along the way
· Help with invoice intake, data entry, and general finance admin tasks
· Support accounts payable and month-end activities
· Keep digital files clean, organized, and easy to find
· Document the final vendor onboarding and payment process
What We're Looking For
· Currently in school (or recently graduated) in Finance, Accounting, Business, or something similar
· Organized, curious, and willing to ask questions
· Comfortable reaching out to vendors and following up
· Know your way around Excel (sorting, filtering, basic formulas)
· Can manage your own tasks and see things through
Bonus points if you
· Have done an internship, part-time job, or project in finance or accounting
· Have worked with tax forms or compliance docs
· Like systems, workflows, or making messy processes cleaner
· Can point to a project you owned from start to finish
Location: Indianapolis office for approximately 3-6 months
Hours: 15+ hours per week (in-office days only: Monday, Wednesday, Thursday)
All done!
Your application has been successfully submitted!
Other jobs
$27k-40k yearly est. 7d ago
Financial Analyst
Logan Aluminum 4.2
Finance advisor job in Russellville, KY
Essential Principal Duties (non-exempt) or Essential Accountabilities (exempt)
Monitors, analyzes, and manages operating costs to ensure financial efficiency and alignment with organizational budgetary objectives. Collaborates with Cross-Functional teams to identify cost-saving opportunities and ensure adherence to established cost-management protocols. Provides clear, data-driven financial insights and reporting to support strategic decision-making and sustain profitability.
Prepares, monitors, and refines budgets and forecasts to maintain alignment with financial targets and project milestones. Tracks and evaluates actual expenditures against budgeted amounts to identify variances, determine root causes, and recommend corrective actions. Develops and implements cost-control strategies to improve operational efficiency and reduce waste across departments and projects.
Supports monthly and annual accounting close processes, including the preparation of reclassification and accrual journal entries. Provides departmental support for capital project management and inventory tracking
Essential Principal Skills and Abilities
This position requires strong technical, communication, and interpersonal skills. The position will be able to perform advanced or specialized work that requires knowledge of manufacturing operations and systems. The position will be able to develop nonstandard reports and analysis, provide work direction to others, and design accounting information systems needed for new processes. The incumbent must possess the ability to understand complex accounting issues and provide effective leadership and consultation to others.
Education and/or Experience
3+ years experience in accounting is desired. Bachelor's degree in accounting is required.
Essential Physical, Sensory and Mental Requirements
Incumbent will sit six hours, stand one hour, and walk one hour a day. May lift and carry up to 15 pounds five minutes per day. Will use telephone one hour per day. Will use computer at least four hours per day. Requires good vision, hearing, and speaking. Must read, write, and do math. Will primarily work indoors at a desk within a comfortable office environment; however must be able to also work in the plant environment periodically.
How much does a finance advisor earn in Bowling Green, KY?
The average finance advisor in Bowling Green, KY earns between $36,000 and $137,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Bowling Green, KY
$70,000
What are the biggest employers of Finance Advisors in Bowling Green, KY?
The biggest employers of Finance Advisors in Bowling Green, KY are: