This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financialadvisor may be the right change for you. Financialadvisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are valued partners, 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. Financialadvisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financialadvisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financialadvisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financialadvisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New FinancialAdvisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financialadvisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financialadvisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financialadvisors earning potential is reflective of their performance.
What characteristics would make you a successful financialadvisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financialadvisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
$45k-100k yearly 4d ago
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Financial Advisor
Edward Jones 4.5
Finance advisor job in Leesburg, VA
This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financialadvisor may be the right change for you. Financialadvisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are valued partners, 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. Financialadvisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financialadvisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financialadvisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financialadvisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New FinancialAdvisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financialadvisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financialadvisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financialadvisors earning potential is reflective of their performance.
What characteristics would make you a successful financialadvisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financialadvisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
$45k-100k yearly 4d ago
Investment Consultant - Chattanooga, TN
Charles Schwab 4.8
Finance advisor job in Chattanooga, TN
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$68k-124k yearly est. 1d ago
Sap Finance Control Consultant
Harvey Nash
Finance advisor job in Charlotte, NC
The position acts as a bridge between IT and Finance, responsible for maintaining and enhancing SAP FICO functionality, managing related integrations (e.g., with OpenText VIM), and supporting process improvements and automation projects.
Technical Skills
SAP FICO module expertise (Finance & Controlling).
Integrations within SAP Landscape (knowledge of interfaces, data flows, tables).
VIM (Vendor Invoice Management) experience
highly preferred.
OpenText exposure a major plus.
Familiarity with Agile / Project methodologies - able to lead smaller initiatives.
S/4HANA implementation experience preferred.
Understanding of invoice approval workflows (e.g., Four Eyes Principle), P2P processes, and automation.
Comfortable working in both on-prem (current) and cloud-oriented environments (future state).
Functional Skills
Translate complex IT concepts into clear, business-relevant communication.
Understand finance concepts (credit/debit, profit/loss, accounts payable).
Create and maintain functional specs, manage testing (UAT, negative, etc.), and user documentation.
$63k-96k yearly est. 1d ago
Private Credit Investment Analyst
Churchill Real Estate 3.2
Finance advisor job in Charlotte, NC
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$59k-91k yearly est. 2d ago
Financial Analyst
RemX | The Workforce Experts 4.5
Finance advisor job in Knoxville, TN
RemX Recruiting Firm is pleased to represent a well-established, premier employer in Knoxville for its hire of an experienced FINANCIAL ANALYST (Senior level) to its FP&A team.
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Finance or business related
3 years' MINIMUM financial analysis experience OR related
Advanced knowledge of Excel
Strong communication skills (oral & written)
As a top employer in Knoxville, this company offers excellent career growth and the chance to act as a true business partner to various business units within the company. This person "has a seat at the table" in key meetings and will participate in budgeting, forecasting, product development discussions, etc. This person will monitor the financial performance and become a subject matter expert for those business units.
HIGH COLLABORATION and PARTICIPATION in meetings is expected. Taking initiative, adding value & building relationships are key aspects to the role.
If you are ready to take your financial analyst career to the next level with a profitable, growing company who hires the best of the best, apply today to learn more! BEST BENEFITS, COMPENSATION & CULTURE!
$51k-67k yearly est. 2d ago
Financial Analyst
Calculated Hire
Finance advisor job in Charlotte, NC
Travel: Occasional travel to powerplants in NC & SC
Work Schedule: Monday-Friday | Start between 7-9 AM | End between 4-6 PM
The Financial Analyst will:
Lead financial analysis, budgeting, forecasting, and variance reporting
Support month-end close, including journal entries and accruals
Develop and maintain consolidated financials across jurisdictions
Assist with regulatory filings including FERC reports and rate case support
Partner with project and system owners to enhance reporting tools
Ensure adherence to GAAP and internal accounting policies
Provide proactive recommendations to leadership based on financial trends
This position requires strong analytical skills, financial reporting expertise, and the ability to collaborate across multiple business units.
Key Responsibilities:
Financial Analysis & Reporting
Deliver accurate financial analysis and management reporting
Consolidate actuals, budgets, and forecasts with clear variance explanations
Identify and correct data issues to ensure financial accuracy
Support month-end close and prepare journal entries and accruals
Assist with governmental filings (FERC, insurance claims, rate case materials)
Support internal and external audit activities
Update and support SOX documentation and testing
Budgeting & Business Planning
Manage planning calendars, budget guidance, and assumptions
Validate uploaded budgets against target amounts
Support strategic plans and related presentations
Coordinate annual budgeting through Hyperion Planning or OneStream
Partner with leadership to refine business plan content
Leadership & Collaboration
Build strong working relationships with Finance and RRE business partners
Provide guidance on complex accounting issues
Identify cost savings opportunities through independent analysis
Support initiatives that enhance financial accountability
Participate in cross-functional projects and best-practice teams
Other Responsibilities
Lead or assist with special projects as needed
Identify and implement process improvement opportunities
Support ad hoc reporting and analysis requests
Work overtime as required during close and planning cycles
Required Qualifications:
Financial Analyst II
Bachelor's in Accounting, Finance, Economics, or related field
2+ years of increasingly complex experience
Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
Proficiency in Excel, Word, and PowerPoint
Senior Financial Analyst
Bachelor's in Accounting, Finance, Economics, or related field
3+ years of increasingly complex experience
Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
Strong Microsoft Office skills
Desired Qualifications:
CPA, CIS, CFA, or CMA (or progress toward certification)
Master's degree in Accounting, Finance, or MBA
Experience working with executive leadership
Utility industry experience
Strong written and verbal communication skills
Ability to work independently and proactively
Experience with Analysis Services
Advanced Excel skills and proficiency with Power BI, PowerPivot, Power Query
Demonstrated ability to interpret financial trends and present insights
$49k-74k yearly est. 5d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Johnson City, TN
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.
$57k-102k yearly est. Auto-Apply 26d ago
Financial Advisor - Southwestern VA
Thrivent Financial for Lutherans 4.4
Finance advisor job in Bristol, VA
Be in Business for Yourself, not By Yourself Thrivent FinancialAdvisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program.
Job Description
As a Thrivent Financialadvisor, you'll:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
* Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financialadvisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financialadvisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financialadvisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financialadvisors and professionals. Only individuals who are financialadvisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financialadvisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$50k-99k yearly est. Auto-Apply 60d+ ago
Investment Banking Analyst - A&D
Jefferies 4.8
Finance advisor job in Charlotte, NC
Investment Banking Analyst, Aerospace & Defense
Jefferies Charlotte, North Carolina, United States (On-site)
The Global Industrials team is actively looking for an experienced Analyst to support the Aerospace & Defense vertical in our Charlotte, North Carolina office.
Group Description
Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including Aerospace & Defense, Business Services, Capital Goods, Chemicals, Construction and Building Materials, Distribution, Engineering and Electrical, Maritime, Metals & Mining, Paper & Packaging, and Transportation & Logistics. The Global Industrials Group is a team of approximately 100 professionals worldwide based in New York, Chicago, Los Angeles, Boston, Atlanta, Washington, D.C., Hong Kong, London and Toronto.
Primary Responsibilities
Significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of public and private clients based in the U.S. and internationally. These responsibilities will include the following:
Execution of M&A as well as equity and debt financings and restructuring transactions
Preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses
Preparation of financial and valuation analyses, including discounted cash flow, pro forma merger, precedent transaction and comparable companies analyses
Analyze business plans and participate in due diligence sessions
Develop client relationships through deal execution and pitching
These responsibilities afford direct and active interaction with the senior executive management teams of our clients.
Required Background
Bachelor's degree from an accredited college or university AND a minimum of one year of Investment Banking experience
Financial modeling coursework, training or experience
Strong technical, written and verbal communication skills
Ability to manage a variety of transactions and projects simultaneously
Resourceful self-starter, able to work autonomously and as team player
Experience in the Industrials sector is not required
Live in Charlotte, North Carolina or willing to relocate to Charlotte, North Carolina
The salary range for this role is $110,000-$125,000.
$110k-125k yearly Auto-Apply 60d+ ago
Financial Advisor Assistant
Pinnacle Financial 4.1
Finance advisor job in Bowling Green, KY
At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people.
* We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline.
* We hire experienced professionals who understand the industry and provide effective advice.
* We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A FinancialAdvisor Assistant (FAA) should demonstrate commitment to delivering distinctive service. This position is responsible for supporting FinancialAdvisors in documenting and processing loans, establishing and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
PRIMARY RESPONSIBILITIES:
* Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
* Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days.
* Assist advisors in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days.
* Effectively monitor portfolio risk in terms of delinquencies, maturities and overdrafts. Ensure the accuracy of critical data (i.e. risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days
* Prepare for and attend weekly meetings with FinancialAdvisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors.
* Meet all the client's financial needs, both business and personal. Exhibit knowledge of the firm's treasury management, mortgage, trust, investments, insurance, etc. as needed for the client.
* Assist other team members, including retail offices as needed to ensure delivery of distinctive service.
* Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
* High School Diploma or Equivalent.
* Minimum of 10 years' experience in financial services.
* Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
* Knowledge of bank services and products; including state and federal compliance regulations and requirements.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
* Excellent interpersonal skills, including verbal and written communication skills.
* Effective analytical and mathematical reasoning skills with problem-solving ability.
* Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
* Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
* The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: NON-EXEMPT
DATE: 05.08.2012
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age, genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
$45k-96k yearly est. 12d ago
Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015]
Evoke Consulting 4.5
Finance advisor job in Quantico, VA
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian provides Enterprise Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. We help forward-thinking clients solve problems and improve operations. Launched by Management Consultants, our multidisciplinary teams bring together the talents of Global Professionals to complete engagements for public/private companies, defense and civilian government agencies, and non-profit organizations. Our solution-centric services are deployed across the enterprise and target drivers of economic profit (growth, margin, and efficiency). They are also aligned at the intersections of assets, processes, policies, and people delivering value.
ProSidian clients represent a broad spectrum of Industry Sector Groups, including but not limited to -- Sector Groups including but not limited to Consumer Products, Services, And Retail | Defense And Military | Education And Academia | Emergency Services | Energy, Infrastructure, And Environment | Financial Services | Food And Agriculture | Foreign Aid / Technical Assistance | Government And Public Services | Healthcare And Life Sciences | Industrial And Commercial | Manufacturing And Operations | National Security & Intelligence | Non-Profit | Professional Services | Real Estate And Hospitality | Technology, Media, And Telecommunications | Transport And Logistics | etc. Learn More About ProSidian:
*****************
Job Description
ProSidian Seeks a Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015] for Program Support on a Exempt W2: No Overtime Pay Basis Full-Time located CONUS - Quantico, VA Across The Mid Atlantic Region supporting Federal agency safeguarding DoD security, counterintelligence, and insider threat programs.
Seeking Insider Threat Advisor candidates with relevant Defense, And Security Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Defense, And Security Sector Clients such as DITMAC. This as a Full-Time ProSidian W-2 Insider Threat Management and Analysis Functional Area - Defense Counterintelligence and Security Agency (DCSA) Insider Threat Management and Analysis Center (DITMAC) Threat Analysis Center Support Services Supply/Service Initiative and an employed position with commensurate benefits and competitive salary.
JOB OVERVIEW
Provide services and support as a Defense Counterintelligence and Security Agency (DCSA) Insider Threat Management and Analysis Center (DITMAC) Threat Analysis Center Support Services (Insider Threat Advisor) in the Defense, And Security Industry Sector focusing on Risk Management Solutions for clients such as Defense Counterintelligence and Security Agency (DCSA) | DITMAC / Insider Threat Management Division Generally Located In CONUS - Quantico, VA and across the Mid Atlantic Region (Of Country/World).
RESPONSIBILITIES AND DUTIES
- Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015]
Offer subject matter expertise on insider threat programs and assist in the development of prevention and detection frameworks.
The role(s) are located in the Mid Atlantic Region is at or near CONUS - Quantico, VA. Work Site Address: 27130 Telegraph Road Quantico, VA 22134-2253
Qualifications
Desired Qualifications For Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015] (DITMAC0016015) Candidates:
Possess a Bachelor's degree in any field.
Possess a minimum of 20 total years of experience supporting insider threat programs or insider threat related activities including but not limited to federal law enforcement, counterintelligence, and or security programs; with the most recent experience being at the General Officer or SES level. No minimum number years at the General Officer or SES level specifically required.
Possess an active Certified Counter-Insider Threat Professional - Analysis/Fundamentals (CCITP-A/F) accreditation.
DITMAC prefers a candidate who is at the General Officer / Senior Executive Service (GO/SES) level who is willing to obtain the CCITP within the first 90 days of starting, but will also consider candidates who are at the Senior O-6/GS-15 level who currently hold the CCITP.
Understanding of the DOD Intelligence Community insider threats and law enforcement policies/procedures.
Demonstrated experience with governing directives, insider threat guidance and policies, threat assessment/threat management, support to security, counterintelligence and/or national security and criminal investigations and operations, eligibility and access determinations for classified and/or sensitive information and providing support to workplace violence prevention.
A demonstrated understanding of the DOD Intelligence Community through direct support work experience to either the DOD IC or military.
Demonstrated ability to collaborate with the greater security, counterintelligence, law enforcement, and insider threat professional community.
Education / Experience Requirements / Qualifications
Possess a Bachelor's degree in any field.
Skills Required
Understanding of insider threat program lifecycle, DoD policies, and threat risk modeling.
Competencies Required
Understanding of insider threat program lifecycle, DoD policies, and threat risk modeling.
Ancillary Details Of The Roles
Due to the sensitive nature of our work, the individuals who will be actively completing work on this contract or reviewing documents related to our operations must either be cleared (All the LCATs must have a Top Secret Clearance).
Standard Skills Required: Proficiency in project management methodologies and tools. | Exceptional leadership and interpersonal skills for effective team management. | Outstanding time management and prioritization abilities to meet project milestones. | Adaptability to changing project requirements and priorities | Ability to multi-task and pay close attention to detail. | Excellent analytical, organizational and time management skills | Strong communication skills, both oral and written.
EEO Statement: We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We Provide career opportunities spanning various disciplines and geographic locations, with projects that our employees plan, design, build, and operate as diverse as the needs of our clients.
Full Time Regular VISA Sponsorship: No - We will not support sponsorship, i.e., H-1B or TN Visas for this position. U.S. Citizenship Required - You must be a United States Citizen
Background Check And Drug testing: ProSidian reserves the right to require background checks, including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, ProSidian may conduct drug testing for designated positions. - Standard Skills Required: Proficiency in project management methodologies and tools. | Exceptional leadership and interpersonal skills for effective team management. | Outstanding time management and prioritization abilities to meet project milestones. | Adaptability to changing project requirements and priorities | Ability to multi-task and pay close attention to detail. | Excellent analytical, organizational and time management skills | Strong communication skills, both oral and written.
EEO Statement: We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We Provide career opportunities spanning various disciplines and geographic locations, with projects that our employees plan, design, build, and operate as diverse as the needs of our clients.
Full Time Regular VISA Sponsorship: No - We will not support sponsorship, i.e., H-1B or TN Visas for this position. U.S. Citizenship Required - You must be a United States Citizen
Background Check And Drug testing: ProSidian reserves the right to require background checks, including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, ProSidian may conduct drug testing for designated positions.
Other Details
Work products shall be thorough, accurate, appropriately documented, and comply with established criteria. All employees, in the performance of their respective responsibilities, shall conduct themselves in the highest possible standards of ethical and business conduct. The candidate shall ensure that duties are performed in a competent and professional manner that meets milestones/delivery schedules as outlined.
#TechnicalCrossCuttingJobs #Consulting #Defense, And Security #GovernmentSupportServices #ProfessionalAnalyticalSupport #Jugaad #Copitas #PokaYoke
Additional Information
As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed: establish, manage, pursue, and achieve annual goals and objectives with Documented Goals for each of the firm's Eight ProSidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting.
CORE COMPETENCIES
Teamwork - the
ability to foster teamwork collaboratively as a participant and effectively as a team leader
Leadership - the
ability to guide and lead colleagues on projects and initiatives
Business Acumen -
understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication -
ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation -
persistent in pursuit of quality and optimal client and company solutions
Agility -
ability to quickly understand and transition between different projects, concepts, initiatives, or workstreams
Judgment -
exercises prudence and insight in the decision-making process while being mindful of other stakeholders and long-term ramifications
Organization - the
ability to manage projects and actions and prioritize tasks
------------ ------------ ------------
OTHER REQUIREMENTS
Business Tools -
understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, proficient with Adobe Acrobat, data analytic tools, and Visio, and the ability to quickly learn other tools, as necessary.
Business Tools -
understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, proficient with Adobe Acrobat, data analytic tools, and Visio, and the ability to quickly learn other tools, as necessary.
Commitment -
to work with intelligent, interesting people with diverse backgrounds to solve the most significant challenges across private, public, and social sectors
Curiosity -
the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility -
exhibits grace in success and failure while doing meaningful work where skills have an impact and make a difference
Willingness -
to constantly learn, share, and grow and to view the world as their classroom
------------ ------------ ------------
BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights:
Your good health and well-being are essential to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. We are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently includes the following for Full-Time Employees:
Competitive Compensation:
The pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. The Company contributes a fixed dollar amount each month towards the Plan you elect for medical and dental benefits. Contributions are deducted on a pre-tax basis.
Group Medical Health Insurance Benefits:
ProSidian partners with BC/BS to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits:
ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan:
401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options is available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits:
Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in their life. These benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs:
Pre-Tax Payment Programs are premium-only plans (POPs) that offer eligible employees a complete Flexible Spending Account (FSA) Plan and a tax benefit.
Purchasing Discounts & Savings Plans:
We want you to succeed financially. Therefore, we offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy daily.
Security Clearance:
Due to the nature of our consulting engagements, Security Clearance is required for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program:
ProSidian Consulting will pay up to $5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives:
Due to the nature of our consulting engagements, performance incentives are associated with each new client that each employee works to pursue and support.
Flexible Spending Account:
FSAs help you pay for eligible out-of-pocket health care and dependent daycare expenses on a pre-tax basis. You determine your projected costs for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance:
If you want extra protection for yourself and your eligible dependents, you can elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance:
Disability insurance plans are designed to provide income protection while you recover from a disability.
----------- ------------ ------------
ADDITIONAL INFORMATION -
See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for
employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, Vietnam era, or another eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has pledged to the Hiring Our Heroes Program of the US Chamber of Commerce Foundation and the "I Hire Military" Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in "
HONOR ABOVE ALL
"-success while doing things the right way. Pride comes from the challenge; the reward is excellence in the work.
For Easy Application, Use Our Career Site Located On Http://*****************/ Or Send Your Resume, Bios, And Salary Expectations / Rates To *********************** & *************************
ONLY CANDIDATES WITH THE REQUIRED CRITERIA ARE CONSIDERED
.
Be sure to place the job reference code in the subject line of your e-mail. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Capital
$5k monthly Easy Apply 2h ago
Investment Banking Analyst - Supply Chain and Commercial Services
William Blair 4.9
Finance advisor job in Charlotte, NC
Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts.
Responsibilities include but may not be limited to:
Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set.
Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes.
Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members.
Draft management presentations to highlight financial analysis and research results.
Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach.
Participate in client meetings and drafting sessions.
Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals.
Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.
Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree required
Prior investment banking experience required; 2+ years previous experience as an Analyst, or equivalent, strongly preferred
Proven track record in university studies required
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only)
Requirement to successfully complete Level 3 exams with FCA within 90 days of commencing employment (for UK and EU only)
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to work on multiple projects simultaneously
Strong desire to win
Developing increasingly sound judgement
Thorough understanding of accounting and finance
Commitment to satisfying internal and external customers
Travel required: approximately 5%
#LI-MW1
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
$44k-56k yearly est. 60d+ ago
Financial Analyst TN
Jost International 4.4
Finance advisor job in Greeneville, TN
About the Company:
JOST International began as a small business in the early 1980s, where we submitted the patent application for the very first steel cast fifth wheel coupling. Since our start in Grand Haven, Michigan, JOST International has grown to become a world market leader for fifth wheels and landing gear and an international supplier for the commercial trucking industry.
Though we've grown through the years, JOST International is proud to retain the same values and principles that launched our business decades ago - a dedication to safety and continuous innovation, and above all, a close relationship with our customers and our employees.
Jost International is a leading Tier 1 supplier in the automotive industry, specializing in innovative solutions for the commercial truck, trailer, and agriculture markets. Our commitment to quality, customer satisfaction, and continuous improvement has established us as a trusted partner to OEMs and major industry players.
Position Overview:
The Financial Analyst plays a critical role in supporting strategic and operational decision-making within the business. This position is responsible for conducting in-depth financial analysis, forecasting, and reporting to drive performance, cost control, and profitability across manufacturing, sales, and supply chain operations. The role requires close collaboration with cross-functional teams including operations, engineering, procurement, and sales to interpret data, identify trends, and provide actionable insights. A strong understanding of capital-intensive industries, market cycles, and complex cost structures (including materials, labor, and logistics) is essential.
This role requires proficiency in financial modeling, budgeting, variance analysis, and KPI reporting, as well as the ability to communicate complex financial concepts to both financial and non-financial stakeholders.
This position can be located in Tennessee or Michigan
Key Responsibilities:
Costing and Variance:
Build/ maintain standards; partner with Engineering/Supply Chain on BOMs, routings, labor/overhead rates.
Analyze PPV; labor/overhead absorption, scrap, rework, inventory adjustments; drive root-cause fixes.
Month Close (ERP-Driven):
Run ERP month-end routines; material re-costing, cost center expense reviews, margin analysis, inventory reconciliations.
Validate moving-average and standard costs, catch price/receiving unit errors before they post.
Own accruals for freight, duties, rebates, and inventory adjustments; reconcile CapEx, prepaids, open POs to the trial balance.
Deliver manufacturing P&L packs and margin bridges that break down vol/mix/price/PPV/absorption/FX with zero hand-waving.
Plant/ Operations Support:
Model run rates, yields, and capacity; tie KPIs to floor reality (OEE, scrap, throughput, on-time).
Partner with production leaders to execute actions from your analysis and close the loop.
Forecasting, Budget, & CI:
Rolling forecast and annual plan; scenario modeling on volume/mix, price, surcharges, FX, tariffs.
Cost-down and CI initiatives, make-vs-buy, product launches/ECNs, footprint and CapEx business cases.
Commercial Analytics & Inventory Control:
Monitor cycle counts and valuation; investigate WIP aging, backflush errors, cut-off, reserves.
Enforce material master discipline (prices, units, sourcing) and ECN impacts on cost.
SKU/ customer profitability; price/mix and rebate tracking; margin improvement actions with Sales.
Requirements
Qualifications:
Education: Bachelor's in Finance/Accounting/Econ/Industrial Engineering (or equivalent). MBA/MS a plus, not mandatory.
Experience: Large-company or multi-plant manufacturing (automotive, heavy truck, off-highway, hydraulics, metal fab, tier-1/2).
Controlling toolkit: standard costing, BOM/routing fluency, variance analysis, inventory accounting, margin walks.
ERP chops: you've run close cycles (material costing, variance analysis, inventory reconciliations, margin bridges) in a tier-1 system (SAP, Oracle, Infor, JDE, etc.).
Analytics that change behavior-you've presented to Ops and driven action with measurable impact.
Tools: Excel power user + Power BI (DAX a plus).
Skills and Competencies:
SQL/Python for data wrangling; EDI/surcharge logic; FX and transfer-price basics.
MES/shop-floor data exposure; Lean/CI experience.
CPA/CMA (or in progress)
Detail-accurate, deadline-reliable.
Compensation and Benefits:
Competitive salary and performance-based incentives.
Comprehensive benefits package, including health, dental, and vision insurance.
Professional development and career advancement opportunities.
Physical Requirements:
This is primarily a sedentary role within an office setting. While performing duties of this job, the employee will regularly; sit, stand, walk, reach, bend, twist and rarely will be required to stoop, kneel, lift or move objects of less than fifty pounds.
I will be given written work instructions on how I am to perform this job and I will be fully trained in this position according to those work instructions. I understand that if I fail to perform, I will be disciplined, leading up to and/or including termination of my employment.
$50k-83k yearly est. 17d ago
Financial Analyst - Intern
Corpay
Finance advisor job in Louisville, KY
What We Need Corpay is currently looking to hire a Financial Analyst Intern within our Stored Value Solutions division. This position falls under our Corporate Payments line of business and is located in Louisville, Ky. In this role, you will support the Finance and Accounting departments with general accounting duties, financial data, and analysis, that assist in understanding the direction of the business and making informed decisions. You will report directly to the SVP of Finance and regularly collaborate with Finance and Accounting team members.
How We Work
As a Financial Analyst Intern, you will be expected to work in an on-site environment. Corpay will set you up for success by providing:
Assigned workspace in the Louisville, KY office
Company-issued equipment
Formal, hands-on training
Role Responsibilities
The responsibilities of the role will include:
Supporting a variety of accounting functions: A/P, A/R, invoicing, audit compliance and all related analysis
Supporting a variety of finance functions: data compilation, review, and analysis to meet various needs
Providing ad hoc analysis and reporting as necessary.
Qualifications & Skills
Finance or accounting major with GPA 3.0+
Self-starter requiring minimal hands-on direction
Sound knowledge of finance and accounting principles
Excellent quantitative/analytical skills
Problem-solving and critical thinking skills
Strong level of personal organizational skills
Excellent oral and written communication skills
Detail oriented
Ability to handle multiple assignments promptly and effectively
High proficiency in Excel
Knowledge of accounting and query-based systems is a plus
$28k-41k yearly est. 8d ago
Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance advisor job in Raleigh, NC
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
$29k-48k yearly est. Auto-Apply 26d ago
Financial Analyst
Engineeredcabs
Finance advisor job in Greeneville, TN
Crenlo is looking for a dynamic financial leader to lead and coordinate all activities and transactions associated with assigned core plant accounting areas including Sales, COGS, Margin, Inventory, Fixed Assets, Spend, Labor, and/or other areas as assigned. The Plant Financial Analyst will act as a liaison between accounting and both its internal and external customers.
KEY RESPONSIBILITIES:
Analyzes profit Margin and manufacturing Cost
Analyzes monthly gross margin by customer platform
Analyzes PPV and cost variances
Studies and collects data to determine costs of business activities such as raw material purchases, inventory and labor
Works with plant operations to minimize excess inventory
Analyzes and reports key measurables, including meaningful feedback, in a timely manner to influence the outcome
Participates in Daily Management Meetings and Production Gemba Walks.
Acts as a lead for above outlined functional areas, providing guidance and assistance to internal customers on how to achieve forecasted performance
Assists with the completion of weekly/quarterly forecasts
Interprets, clarifies, calculates, and triangulates inputs and outputs to ensure accuracy
Maintains confidentiality of sensitive information. E. wage, bonus, discrete projects.
KEY MEASURES: Margin, EBITDA, Direct Labor Efficiency, Indirect Labor Efficiency
KEY SKILLS AND COMPETENCIES:
Excellent communications, interpersonal, and analytical skills required
Strong ability to work under pressure, be trustworthy and discrete
Intermediate working knowledge of MS Excel and Word
Oracle (ERP) experience helpful
Knowledge of GAAP fundamentals
WORKING CONDITIONS/OTHER:
Work Hours/Status: Full-Time, Salary Exempt, 40+ hours per week, Monday - Friday
Travel Requirements: None
Environment: Visual concentration on monitors, paperwork. Extensive keyboard usage. Sitting, free to move around. The job works in a production facility requiring PPE and office environment, etc. Respectful support and interaction with the people who make the cabs.
Physical Requirements statement(s) Typical physical office, desk position requirements involving long periods of sedentary work, long periods of heavy concentration and computer use.
Maintains up-to-date knowledge of federal and state employment law, compliance, trends, new technologies and best practices in areas of responsibilities.
This position description is not intended to be an exhaustive list of all duties, responsibilities and competencies required of this position. Employees are held accountable for all aspects of the job, which are subject to change at any time. An individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Crenlo offers a competitive benefits package, including medical, dental, vision and life insurance. In addition to paid time-off and paid holidays, employees are offered participation in the company 401K with match. Regular fulltime employees working 30 hours or more hours per week will be eligible to enroll on the 1st of the month after hire.
We provide high-quality, on-time supply of engineered cabs to top OEM manufacturers in agriculture, construction, forestry, military, mining, rail, and specialty truck markets. Our mission from concept design to volume production is leveraging our engineering innovations, manufacturing capabilities, and leadership team's commitment to continuous improvement to deliver the best customer experience and build relationships that withstand the test of time. While our technology has evolved over the years, our concern for exceeding customer expectations has never changed.
The GEAR UP Financial Specialist supports the financial integrity and operational success of the GEAR UP federal grant by leading budgeting, reporting, and compliance functions for the program. This position develops and monitors annual grant budgets in partnership with the Program Director, manages day-to-day expenditures, and ensures all financial activity aligns with federal Uniform Guidance, district procedures, and university policies. This is a grant-funded position with a seven (7) year lifespan.
The Financial Specialist maintains complete and auditable financial records, prepares reports for funders and internal stakeholders, and serves as the primary fiscal liaison to ETSU Finance, partner school districts, auditors, and external organizations. Working closely with GEAR UP staff, the Specialist provides guidance and training on purchasing, travel, and financial procedures to ensure appropriate and strategic use of grant funds. The position also assists with budget revisions, supports sustainability planning, and contributes to the effective implementation of GEAR UP initiatives across multiple schools and partner sites.
As a key member of the GEAR UP team, the Financial Specialist helps safeguard program resources and strengthens the financial systems that enable GEAR UP to meet its goals for student success.
Knowledge, Skills, and Abilities
* Knowledge of the operation of a GEAR UP or similar type programs.
* Knowledge of guidelines established by the U.S. Department of Education as stated in the Education Department General
* Administrative Regulations, 0MB A-121, Uniform Guidance, Federal Register and the approved grant.
* Knowledge of established university policies, regulations, and services. Knowledge of administration and organization of secondary school systems. Strong knowledge of federal and state grant compliance regulations.
* Experience with budget development, forecasting, and financial reporting. Proficiency in accounting software, spreadsheets (Excel), and data systems. Strong analytical, organizational, and problem-solving skills.
* Ability to communicate effectively with program staff, district finance offices, and external auditors.
* Attention to detail and ability to meet strict deadlines
Required Qualifications
* Bachelor's degree in business administration, finance, or accounting or related field.
* Three years of experience in grant management, grant compliance, public sector accounting, financial administration and/or performance reporting.
Preferred Qualifications
* Master's degree
Compensation & Benefits
* Job Family - Financial Associate 4
* Market Range - 6 (Salary Schedules)
* For information on benefits please visit ***************************************
Application Instructions
* Exempt positions are only required to be posted for a minimum of fourteen (14) calendar days. The closing date for this posting is subject to change without notice to applicants.
* Employment contingent on a satisfactory background check.
University Overview
East Tennessee State University (ETSU) is an institution with over 14,000 diverse students highly ranked graduate and undergraduate programs. Located in the Southern Appalachian Mountains of Northeast Tennessee, ETSU serves as a hub for community, discovery, and service. Aligned with the institution's mission, we value efforts to engage in teaching, scholarship, creative activities, and service that involve community partners and address significant societal needs in our region and beyond. Recognized in 2024 as a Great College to Work For, recent strategic initiatives prioritize the institution's focus on community engagement.
Disclaimer: The Job Summary is intended to describe the general nature and level of work individuals perform in this classification. It is not intended to be a complete list of all responsibilities, duties, and skills required. Management reserves the right to revise the job or require different tasks to be performed as assigned to reflect changes in the position. Employees must be able to perform the position's essential functions satisfactorily with or without reasonable accommodations.
How much does a finance advisor earn in Bristol, TN?
The average finance advisor in Bristol, TN earns between $36,000 and $131,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Bristol, TN
$68,000
What are the biggest employers of Finance Advisors in Bristol, TN?
The biggest employers of Finance Advisors in Bristol, TN are: