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  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    Finance advisor job in Jefferson City, MO

    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $27k-75k yearly est. 60d+ ago
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  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Columbia, MO

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 44d ago
  • Financial Advisor

    Central Bank 4.2company rating

    Finance advisor job in Columbia, MO

    Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services its clients with assets under management totaling $4+ billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY: CIA Financial Advisors provide investment advice, portfolio analysis, and trade execution tailored to each client's goals, time horizon, and risk tolerance, utilizing a range of products such as stocks, mutual funds, bonds, annuities, and advisory models. Advisors periodically review client portfolios and must prioritize clients' best interests, which may include recommending bank products. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. Advisors actively follow up on referrals from within the bank and build networks through community involvement and professional relationships. They maintain expertise via independent study, peer networking, and research tools like Wealth Vision, Morningstar Workstation, Argus, and Advisory World. Financial Advisors adhere to company and broker-dealer policies, completing required compliance and continuing education such as Anti-Money Laundering and FINRA training. Accurate recordkeeping using Clientworks and Redtail, regular documentation of client communications, and maintaining office files are required. Additional duties include managing monthly reports, attending annual and quarterly meetings, collaborating with bank branches for referrals, and providing basic banking assistance related to brokerage accounts. Advisors are prohibited from processing certain banking transactions. Failure to meet compliance requirements can result in disciplinary actions.
    $43k-66k yearly est. 9h ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance advisor job in Jefferson City, MO

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 45d ago
  • Financial Advisor - Central Bank

    LPL Financial 4.7company rating

    Finance advisor job in Columbia, MO

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Columbia, MO would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Central Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Central Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Service Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Central Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Bank. Tracking # 1-05026674 Pay Range:50000 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
    $33k-52k yearly est. Auto-Apply 60d+ ago
  • Financial Reporting Professional 2

    Humana 4.8company rating

    Finance advisor job in Jefferson City, MO

    **Become a part of our caring community and help us put health first** The Financial Reporting Professional 2 prepares and distributes periodic financial statements. The role requires data driven technical skills to support process improvement. The Financial Reporting Professional 2 work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action. This role is suited for a technically capable reporting professional who can work directly with data, understand end to end reporting flows, and exercise sound judgement within established accounting and organizational guidelines to deliver accurate and timely financial information. Individual will own assigned reporting processes and schedules within the financial reporting team with accountability for data readiness, documentation and adherence to filing requirements/timelines. The individual will partner with finance, accounting and engineering teams on broader automation and efficiency initiatives. The role requires the ability to implement basic technical solutions including revising SQL queries and modifying lightweight automation solutions. Advanced system development is NOT required **Key responsibilities** + Contribute to light automation and workflow improvements while partnering with technical resources for more complex development. + Maintain reporting calendars and filing schedules for regulatory submissions. + Coordination with Compliance to ensure deadlines are tracked and met across multiple states and programs + Support financial and regulatory reporting through accurate execution of reporting process + Post journal entries and perform data reconciliations across source systems and the general ledger + Load, validate and maintain reporting data tables + Operate as business owner for existing tools including coordination of inputs, validation of outputs, and design changes + Ensure compliance with internal controls and regulatory requirements + Analyze data flows and identify opportunities to improve accuracy, efficiency and automation + Collaborate with cross functional partners on finance and accounting initiative + Write and modify basic SQL queries and support data validation and troubleshooting **Use your skills to make an impact** **Required Qualifications** + Undergraduate degree with emphasis in Finance, Accounting, Data Analytics or related field + 3 years of experience in accounting/finance department + Basic understanding of SQL and Microsoft Power Platform + Intermediate Excel + Strong analytical and problem-solving capabilities + Experience supporting or improving financial reporting processes + Working knowledge of general ledger and financial statement preparation + Ability to work independently and exercise sound professional judgment **Preferred Qualifications:** + Healthcare insurance experience, including CMS and MLR ( **Medical Loss Ratio)** reporting requirements + Experience building apps on Microsoft Power Platform (Power BI, Power Apps, Power Automate, SharePoint) + Advanced SQL and/or VBA Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. **Scheduled Weekly Hours** 40 **Pay Range** The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $71,100 - $97,800 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. **Description of Benefits** Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 01-29-2026 **About us** Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large. **Equal Opportunity Employer** It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
    $30k-45k yearly est. 14d ago
  • Wealth Management & Investment Advisor

    First Mid 4.0company rating

    Finance advisor job in Columbia, MO

    At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives. Responsibilities include, but are not limited to: Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients Represent First Mid and provide leadership in key community activities, committees and business development Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets Performs related duties as assigned Qualifications Education/Experience: Minimum 4 years sales experience in the wealth management and investment services industry Bachelor's degree strongly preferred; Master's degree or related professional certification a plus Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4 Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred Skills: Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation Proficiency with Microsoft Office Suite First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
    $37k-64k yearly est. 60d+ ago
  • Financial Advisor - Kansas City Metro

    Thrivent Financial for Lutherans 4.4company rating

    Finance advisor job in Jefferson City, MO

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 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. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * 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 products and programs. * Develop and maintain genuine, long-term relationships throughout generations 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. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * 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 Financial advisor 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 financial advisors 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 financial advisor 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, recurring revenue streams, and dedicated planning fees for those who qualify. * 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 as you build your business. * 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 2.4 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 financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. 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.
    $33k-62k yearly est. Auto-Apply 60d+ ago
  • Financial Education Professional

    Mosers

    Finance advisor job in Jefferson City, MO

    MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine for 2024 & 2025. MOSERS is responsible for managing an over $10 billion portfolio held in trust for the payment of pension benefits to members and an approximate $3.5 billion portfolio of MO Deferred Comp Plan (MODC) assets. The MODC is a 457(b) and 401(a) retirement savings plan for State of Missouri and some college and university employees. MOSERS serves over 150,000 members with counseling on their defined benefit pension, deferred compensation plan, long-term disability, and life insurance benefits as well as paying benefits to our members. MOSERS offers competitive compensation in base pay and benefits. Click here to learn more about our valuable benefits package which includes financial support to obtain certifications as well as a tuition reimbursement program. What You'll Do The individual in this position reports to the associate DC plans coordinator. The individual in this position provides virtual and in-person financial education presentations and one-on-one consultations with state of Missouri employees regarding MODC and the Colleges and Universities Retirement Plan (CURP). The individual in this position presents educational sessions on saving for retirement, investment vehicles, investment fundamentals, and more. Responsibilities also include counseling participants on their individual savings goals, account details, and how to make changes to their account. The individual in this position works in person in the Jefferson City MODC office and travels weekly in the central and northeast area of Missouri to provide onsite education and one-on-one counseling to participants with an average of one overnight stay per month. How You'll Spend Your Time * Presents in-person and online educational sessions related to the plan benefits of the MO Deferred Compensation Plan and the CURP. * Presents group investment educational events on the benefits of financial and retirement planning. Presentations include education and communication on the importance of retirement savings as well as a variety of investment topics including investment strategies, Roth savings, diversification, compounding, investment vehicles, model asset allocation portfolios, market volatility, risk tolerance, etc. * Develops and updates financial education materials with input from other defined contribution team members. * Counsels individual participants on their MO Deferred Comp account, savings rates, and benefits of participating in the MO Deferred Comp Plan, and benefits and options of the CURP. * Counsels participants and eligible participants regarding their retirement income potential while holistically evaluating assets in retirement savings vehicles and fixed income streams such as pensions and social security. Evaluating this information in addition to investment strategies and taxation issues associated with the retirement savings vehicles allows the DC financial education professionals to calculate savings strategies to achieve specific income replacement as well as provide education on possible spend-down options in retirement. * Counsels and assists plan participants with rollovers to and from the plans and unforeseen emergency withdrawals and all other types of distributions from the plans. * Represents MODC at state agency and university benefit fairs. * Financial education professionals are expected to spend 80% of their time conducting group presentations and one-on-one consultations. * Contacts employers to assess education needs and develops an education schedule to meet those needs. Financial Education Professionals spend approximately 20% of their time on this task. * Other duties as assigned. What we are looking for in an ideal candidate * Bachelor's degree in business, financial planning, marketing or similar required. * Certified Financial Planner designation, Chartered Financial Consultant strongly preferred. Other financial services licensures or designations will be considered as substitute education for financial planning and investment knowledge base. * 3-5 years financial planning/services or similar experience. * Customer service experience. * Extensive knowledge of defined contribution plans, including legislative regulations, and plan provisions. * Extensive knowledge of a variety of financial planning and investment approaches and concepts. * Demonstrated ability to effectively service a diverse employee group. * Excellent communication skills - verbal and written. * Proven ability to make effective group presentations. * Can translate technical plan information for employees. * Computer literate (MS Word, Excel, Outlook, PowerPoint, Access). * Ability to effectively prioritize and organize work schedule. * Frequent in-state travel required. Applicant must possess reliable transportation and a valid Driver's License. * Ability to maintain confidentiality. * Ability to demonstrate integrity and a high degree of ethics. * Ability to establish and maintain positive working relationships with MOSERS staff, payroll personnel representatives, members, outside vendors, and other customers. * Ability to maintain regular and reliable attendance. What You'll Love About Us * Our Team - Our staff consistently ranks "co-workers" at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys * Our Culture - Our staff also ranks our leadership and our "team" culture highly on our surveys. * Knowing you are working to provide financial security for our members * Competitive Pay * Our Benefits - MOSERS staff enjoy the same benefits as State of Missouri Employees, which include: * Defined Benefit and Defined Contribution Pension Plans * Health Insurance * Vision Insurance * Dental Insurance * Life Insurance * Long-Term Disability Insurance * Cafeteria Plan * Employee Assistance Program * Paid Vacation and Sick Leave * 13 Holidays Per Year * Tuition Reimbursement * Parental Leave If this job sounds like a fit for you, please review the MO Deferred Comp website by clicking here. We look forward to reviewing your resume! To ensure consideration, apply by January 30, 2026, but the position will remain open until filled.
    $32k-60k yearly est. 2d ago
  • Consumer Banking Intern

    Central Bancompany

    Finance advisor job in Columbia, MO

    To help and learn about the Consumer Banking Department. Assist with projects related to Consumer Banking and consultative selling environment. Work closely with those in department to promote and motivate employees in consultative sales and referrals, identify areas of improvement and efficiency for the department, other projects as arises. Daily direction on work will come from various supervisory and department staff. Will report to the Retail Sales Managers. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Reports to the Consumer Banking Regional Sales Managers. Develops and expands sales, technical, communication, and time management skills Attention to detail and accuracy in reports and documentation is required Strong sales skills are necessary Basic clerical skills needed (Word, Excel, printer, fax copy) Excellent customer service skills needed
    $33k-58k yearly est. 2d ago
  • Financial Education Professional

    Missouri State Employees' Retirement System 3.8company rating

    Finance advisor job in Jefferson City, MO

    About MOSERS MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine for 2024 & 2025. MOSERS is responsible for managing an over $10 billion portfolio held in trust for the payment of pension benefits to members and an approximate $3.5 billion portfolio of MO Deferred Comp Plan (MODC) assets. The MODC is a 457(b) and 401(a) retirement savings plan for State of Missouri and some college and university employees. MOSERS serves over 150,000 members with counseling on their defined benefit pension, deferred compensation plan, long-term disability, and life insurance benefits as well as paying benefits to our members. MOSERS offers competitive compensation in base pay and benefits. Click here to learn more about our valuable benefits package which includes financial support to obtain certifications as well as a tuition reimbursement program. What You'll Do The individual in this position reports to the associate DC plans coordinator. The individual in this position provides virtual and in-person financial education presentations and one-on-one consultations with state of Missouri employees regarding MODC and the Colleges and Universities Retirement Plan (CURP). The individual in this position presents educational sessions on saving for retirement, investment vehicles, investment fundamentals, and more. Responsibilities also include counseling participants on their individual savings goals, account details, and how to make changes to their account. The individual in this position works in person in the Jefferson City MODC office and travels weekly in the central and northeast area of Missouri to provide onsite education and one-on-one counseling to participants with an average of one overnight stay per month. How You'll Spend Your Time Presents in-person and online educational sessions related to the plan benefits of the MO Deferred Compensation Plan and the CURP. Presents group investment educational events on the benefits of financial and retirement planning. Presentations include education and communication on the importance of retirement savings as well as a variety of investment topics including investment strategies, Roth savings, diversification, compounding, investment vehicles, model asset allocation portfolios, market volatility, risk tolerance, etc. Develops and updates financial education materials with input from other defined contribution team members. Counsels individual participants on their MO Deferred Comp account, savings rates, and benefits of participating in the MO Deferred Comp Plan, and benefits and options of the CURP. Counsels participants and eligible participants regarding their retirement income potential while holistically evaluating assets in retirement savings vehicles and fixed income streams such as pensions and social security. Evaluating this information in addition to investment strategies and taxation issues associated with the retirement savings vehicles allows the DC financial education professionals to calculate savings strategies to achieve specific income replacement as well as provide education on possible spend-down options in retirement. Counsels and assists plan participants with rollovers to and from the plans and unforeseen emergency withdrawals and all other types of distributions from the plans. Represents MODC at state agency and university benefit fairs. Financial education professionals are expected to spend 80% of their time conducting group presentations and one-on-one consultations. Contacts employers to assess education needs and develops an education schedule to meet those needs. Financial Education Professionals spend approximately 20% of their time on this task. Other duties as assigned. What we are looking for in an ideal candidate Bachelor's degree in business, financial planning, marketing or similar required. Certified Financial Planner designation, Chartered Financial Consultant strongly preferred. Other financial services licensures or designations will be considered as substitute education for financial planning and investment knowledge base. 3-5 years financial planning/services or similar experience. Customer service experience. Extensive knowledge of defined contribution plans, including legislative regulations, and plan provisions. Extensive knowledge of a variety of financial planning and investment approaches and concepts. Demonstrated ability to effectively service a diverse employee group. Excellent communication skills - verbal and written. Proven ability to make effective group presentations. Can translate technical plan information for employees. Computer literate (MS Word, Excel, Outlook, PowerPoint, Access). Ability to effectively prioritize and organize work schedule. Frequent in-state travel required. Applicant must possess reliable transportation and a valid Driver's License. Ability to maintain confidentiality. Ability to demonstrate integrity and a high degree of ethics. Ability to establish and maintain positive working relationships with MOSERS staff, payroll personnel representatives, members, outside vendors, and other customers. Ability to maintain regular and reliable attendance. What You'll Love About Us Our Team - Our staff consistently ranks “co-workers” at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys Our Culture - Our staff also ranks our leadership and our “team” culture highly on our surveys. Knowing you are working to provide financial security for our members Competitive Pay Our Benefits - MOSERS staff enjoy the same benefits as State of Missouri Employees, which include: Defined Benefit and Defined Contribution Pension Plans Health Insurance Vision Insurance Dental Insurance Life Insurance Long-Term Disability Insurance Cafeteria Plan Employee Assistance Program Paid Vacation and Sick Leave 13 Holidays Per Year Tuition Reimbursement Parental Leave If this job sounds like a fit for you, please review the MO Deferred Comp website by clicking here. We look forward to reviewing your resume! To ensure consideration, apply by January 30, 2026, but the position will remain open until filled.
    $28k-46k yearly est. 17d ago
  • Financial Aid Specialist

    Columbia College 4.2company rating

    Finance advisor job in Columbia, MO

    Financial Aid Specialist Department: Financial Aid Location: Columbia, MO Work Format: On Campus Type: Staff; Full-time Pay: $19 per hour (Pay range may vary based on geographic location) Applicants must be legally authorized to work in the United States; visa sponsorship is not available for this position. Job Summary: We are seeking a Financial Aid Specialist to join our team in Columbia, MO. The ideal candidate will have experience in financial aid administration and a strong understanding of federal and state financial aid programs. The Financial Aid Specialist will be responsible for assisting students with the financial aid application process, determining eligibility for aid, and awarding financial aid packages. Additionally, the specialist will provide guidance and support to students and families regarding financial aid options and resources. Strong communication and organizational skills are essential for success in this role. Essential Functions: Perform job duties in accordance with Columbia College's vision, mission and values, and contributes to the development of the Financial Aid Department. Review and award financial aid while complying with federal, state and institutional policy. Understands the compliance requirements of aid processing and ensures compliance and accuracy in work performed. Analyze student and parent circumstances and determines aid eligibility within the confines of federal, state and local regulations. Correspond with students through various methods of communication including but not limited to email, phone and in person. Must be able to explain problem and provide resolution and eligibility status. Makes decisions to award funds to students eligible for scholarships, grants and college work study. Determines amount of borrowing eligibility, evaluates academic progress, student budgets, grade level eligibility, length of program, family contribution to certify aid. Performs need analysis, determines tolerance level, student budget, and family contribution to determine financial need. Responsible for auditing and reconciling financial aid accounts and packaging financial aid awards. Manages conflicting information reviews. Assists in the administration of the financial aid programs. Interprets and implements current regulations. Assist in documenting policies and procedures pertaining to financial aid. Participate in financial aid events on and off campus. Processing volume must consistently meet accuracy and quantity expectations. Prioritize tasks based on an understanding of critical enrollment dates, daily priorities, student needs, and institutional initiatives. Provide support in projects, such as testing and development of improvement projects within the office. Provides training support on areas of staff person's expertise. Understand and respond to escalated student situations regarding complex financial aid situations. Provides support for cross-departmental/divisional activities such as phone and IM support. Practice superior customer service. Fulfill additional responsibilities as assigned. Display respect and civility to all constituencies in all communications. Attend work timely and on a regular basis during the established hours of operation; work additional hours as business necessitates. Position reports to: Assistant Director or Associate Director Required Core Competencies and Professional Experience: Ability to fluently read, write, and understand the English language. Proficiency with the following, but not limited to: active listening; speaking; writing; critical thinking; judgment and decision making; monitoring; reading comprehension; time management; coordination; and management of personnel resources. Proficiency for using a variety of computer and technology-related software and equipment, including Microsoft Office products and database systems. Proficiency in using web-based technologies, including database systems. Ability to work independently and in a team environment, with or without direct supervision. Excellent communication, interpersonal, customer service, and organizational skills. Ability to maintain confidentiality and effectively work in a multi-tasked environment with a variety of individuals. Ability to meet deadlines and manages details efficiently. Ability to adapt to a changing and growing environment. Ability to work in fast-paced environment. Preferred Core Competencies and Professional Experience: One to three years financial aid experience in higher education. Knowledge of Title IV regulations for federal student aid. Special Requirements (if any): Valid Driver's License and ability to pass the Driver's background check. Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Accommodations may be made to enable individuals with disabilities to perform essential functions. Individuals seeking accommodation should contact the Human Resources Department without delay. While performing the duties of this job, the employee is regularly required to sit for long periods of time, talk, and hear. The employee is required to use hands and fingers to handle or feel, reach with hands and arms, climb or balance, and stoop, kneel, or crawl. Employees must be able to type on a computer keyboard and use a computer monitor on a regular basis. Work Conditions: The work environment conditions described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is rarely exposed to outside weather conditions; however, possible exposure to hazards and physical risks to personal safety may occur while operating certain equipment. The noise level in the work environment is usually mild. Interested applicants may apply online at ***************************** Review of applications will begin immediately and continue until the position is filled. Columbia College is an equal opportunity employer. This job description is not meant to be all-inclusive of every duty and responsibility required by the employee in the position. Eligibility for employee benefits and perks is determined by employment status. For more information please see ***************************** The offer of employment and assignment to duties is contingent upon a satisfactory criminal background check. The information may include, but is not limited to, academic, residential, achievement, performance, attendance, disciplinary, employment history, credit history, driving history, and criminal history of public record. Columbia College is committed to creating an inclusive employee experience for all regardless of race, color, national origin, gender, religion, sexual orientation, age or disability. The college maintains a safe place for open discourse and overall, fosters a sense of community that welcomes everyone. In compliance with the Higher Education Opportunity Act (HEOA) and the Jeanne Clery Campus Safety Act (Clery Act), the Department of Campus Safety for Columbia College has provided the Annual Security and Fire Safety Report and crime statistics for the main campus and venues nationwide. Columbia College is required to distribute this information to all current and prospective employees and students. Please follow the link below for the full report or contact Human Resources at ************ for a printed copy. *************************************************************
    $19 hourly 60d+ ago
  • Private Client Advisor Associate

    Commerce Bank 4.4company rating

    Finance advisor job in Columbia, MO

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele and their business partners. About This Job The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust. Essential Functions Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients Act as an additional point of contact within the client relationship team for clients and act as the backup contact for clients in the PCAs absence Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision Maintain a professional presence and approach with a strong desire to exceed client expectations Identify opportunities for expansion of relationships with existing clients Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of wealth management services and products Demonstrated superior customer service skills and the ability to work independently Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Client centric and desire to exceed client expectations Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision Professional presence and approach and desire to exceed client expectations Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience High School Diploma or equivalent combination of education and experience required. Associate degree in related field preferred. 2+ years of office experience required Financial institution experience preferred Open to continuing education and development with desire to expand responsibilities **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate & Senior Private Client Advisor Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.20 to $30.75 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 901 E Broadway, Columbia, Missouri 65201 Time Type: Full time
    $23.2-30.8 hourly Auto-Apply 58d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance advisor job in Columbia, MO

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 22d ago
  • Financial Analyst

    The Doe Run Company 4.7company rating

    Finance advisor job in Goss, MO

    We are Doe Run - 160 years strong, delivering minerals and metals to power the world. Based in St. Louis, Missouri, The Doe Run Company is a privately held natural resources company and one of the largest lead producers in the Western Hemisphere. Dedicated to environmentally responsible mineral and metal production, Doe Run has facilities in Missouri, Washington, and Arizona and operates one of the world's largest, single-site lead recycling facilities, located in Boss, MO. Using innovative mining techniques, Doe Run skillfully taps one of the largest lead deposits in the world. As stewards of the mineral resources in our care, we strive to provide premium services and products to people who share our belief in enhancing the quality of life. You may view our sustainability report located at ********************************** Competitive base pay plus bonus eligible. Benefits start day 1, including insurance, paid time off, and discount programs. Career growth opportunity, plus training and education assistance. The Doe Run Company is currently seeking an Operations Financial Analyst to provide financial analysis and project management support for operations and support the planning, execution, and monitoring of capital and operational projects, ensuring financial accuracy, accountability, and compliance. This position supports SEMO (mining) in Viburnum, MO, and BRRD (battery recycling) in Boss, MO. Education & Experience: * Bachelor's Degree in Accounting, Finance, or a related field. * Master's degree in Finance, Accounting, Business Administration (MBA) or relevant discipline is preferred. * Professional certification, such as CPA, CMA, CFA, or equivalent, is highly desirable. * Minimum of 5 years of experience in accounting, finance, or financial analysis roles * Valid driver's license Knowledge, Skills & Abilities: * Advanced knowledge and application of generally accepted accounting principles (GAAP). * Strong computer skills, including Microsoft Office Suite, Adaptive, and PeopleSoft. * Strong communication skills, both verbal and written. * Effective organizational and time management skills. Job Responsibilities: 1. Financial & Operational Analytics a. Conduct variance analysis and trend analysis to support management decisions. b. Prepare and analyze financial reporting in accordance with GAAP. c. Assist in month end closing process as needed. 2. Project Management Support a. Participate in the planning and financial evaluation of capital and operational projects (e.g., expansion, equipment investments, system upgrades). b. Monitor project budgets, expenditures, and forecasts against approved plans, identifying and explaining variances. c. Review and assess Authority for Expenditures (AFE's), assisting in the calculation of ROI and payback analyses to ensure proposed projects meet financial and strategic objectives. 3. Budgeting, Forecasting & Planning a. Support the preparation of annual budgets and rolling forecasts for both operations and projects. b. Assist the Operations Controller in weekly and monthly forecasting as needed. 4. Collaboration a. Work closely with operational leaders, engineers, and project leaders to align financial insights with operational strategies. 5. Other Duties a. Undertake additional financial analysis and project-related tasks as required. Environmental Conditions, Physical & Lifting Requirements: * General office conditions. May be exposed to moderate noise levels. * Regularly required to sit for extended periods of time, talk and hear: occasionally required to use repetitive motion and reach with hands/arms. Requires clarity of vision and three-dimensional vision. May be required to visit mine operations for auditing. * Occasionally required to lift up to 5 pounds. Doe Run is an Equal Opportunity Employer, including disability and veterans.
    $62k-82k yearly est. 10d ago
  • Finance Analyst II

    Scholastic 4.6company rating

    Finance advisor job in Jefferson City, MO

    + Develop data analysis methods for requests. + Create reports, analysis, or graphs that accurately represent the data to the requestor in a usable format. + Create reports, analysis, and graphs that accurately represent data in a usable format. + Document work instructions for use of developed reports. + Establish, review, and maintain timelines. + Lead/Participate in projects with multiple departments. + Prioritize tasks to meet project deadlines. + Responsible for accountability of assigned group tasks. + Provide timely updates of project progression. + Communicate status to upper management and internal customers. + Backup other team member duties. Other duties as assigned. **Qualifications** + College degree preferred with strong mathematical background. + Strong PC skills including Word, Excel, Outlook, and Access desired. + Ability to find solutions to challenging problems. + Deadline oriented and ability to work under stressful situations. + Must be flexible and able to adapt to changing job responsibilities. + Effective problem-solving organization skills. + Excellent communication skills. + Ability to effectively function as a team member. + Able to prioritize and handle multiple tasks. + Strong decision-making skills. + High level of attention to detail. + Above average attendance record. **Time Type:** Full time **Job Type:** Regular **Job Family Group:** Finance **Location Region/State:** Missouri **Compensation Range:** Hourly Rate: 21.00 - 22.00 **EEO Statement:** Scholastic is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of race, religion, color, sex, pregnancy, national origin, marital status, sexual orientation, gender identity or expression, age, non-disqualifying physical or mental disability, or status as a disabled veteran or Vietnam veteran. Those factors shall not influence the determination of qualifications for a job or other opportunity within the company. Further, all personnel actions (such as compensation, tuition aid, benefits, transfers, promotions, and dismissals, company-sponsored training, social and recreational programs) shall be administered without discrimination. EEO is the Law Poster (********************************************************************************************** EEO Scholastic Policy Statement Pay Transparency Provision (********************************************************************************* Scholastic Corporation (NASDAQ: SCHL) is the world's largest publisher and distributor of children's books, a leading provider of core literacy curriculum and professional services, and a producer of educational and entertaining children's media. The Company creates quality books and ebooks, print and technology-based learning programs for pre-K to grade 12, classroom magazines and other products and services that support children's learning both in school and at home. With operations in 14 international offices and exports to 165 countries, Scholastic makes quality, affordable books available to all children around the world through school-based book clubs and book fairs, classroom collections, school and public libraries, retail and online. True to its mission of 97 years to encourage the personal and intellectual growth of all children beginning with literacy, the Company has earned a reputation as a trusted partner to educators and families. Learn more at: ****************** We're always looking for talented people to join Scholastic in instilling a love of reading and lifelong learning in children. At Scholastic, our benefit plans have been designed to be in line with market conditions and employee needs. Our plans provide flexibility and allow individuals a broad range of choices that can be tailored to meet each employee's needs. Scholastic is an Equal Opportunity Employer.
    $46k-67k yearly est. 8d ago
  • Investment Internship 2026-2027

    Missouri Local Government Employees Retirement System

    Finance advisor job in Jefferson City, MO

    As one of the largest institutional investors in the Unted States, The Missouri Local Government Employees Retirement System (LAGERS) is responsible for strategically managing a $11 billion portfolio that helps support the retirement security of Missouri's local government workers. Leveraging a multi-asset investment strategy, including public and private equity, public fixed income, private credit, real estate, infrastructure, natural resources and hedge funds, LAGERS strives to deliver steady, long-tern returns that help Missouri's local government employers provide secure, financially sustainable retirement benefit for their employees. The LAGERS paid investment internship program is an immersive, hands-on experience for intellectually curious and analytically driven students interested in financial investment, risk, and strategy. You will gain deep exposure to market research, financial modeling, and quantitative analysis, supporting real-world investment decisions and due diligence. Working directly with LAGERS investment team, you will sharpen your problem-solving skills and develop a strong awareness of market trends across various asset classes. Motivated individuals who are detail-oriented, adaptable, and demonstrate strong communication and teamwork skills apply now. What you will do: Research and Analysis: Conducts analysis of investment strategies and vehicles across equities, fixed income, real estate, private equity, and alternative investments. Due Diligence: Supports the IMR team in conducting qualitative and quantitative due diligence on potential investment opportunities. Portfolio Management Support: Assists in monitoring the performance of existing investments, updating and maintaining databases, and ensuring data accuracy and integrity for effective decision-making. Financial Modeling: Updates existing financial models and communicates with the investment team the results. Reporting: Prepares reports and presentations for both internal and external stakeholders, summarizing research findings, investment strategies, and performance metrics. Market Monitoring: Stays updated on market trends and economic developments that could impact the fund's investments. Collaboration: Works closely with the investment team to support the implementation of investment strategies. What makes you a great fit: You are a motivated university student motivated university student with a keen interest in institutional investing who anticipates graduating by the spring of 2027. (UPDATED) You thrive in an in-person, team orientated environment and are eager to contribute. You are available at least 15 hours per week, with flexibility around your classes. You are driven to grow, eager to sharpen your skills, and ready to dive deep into the world of investment management. Pursuing a CFA or CAIA certification or a career in business, finance, or analytics and this internship is ideal for you! Location: LAGERS office is in Jefferson City, MO, a convenient 30-minute drive from Columbia or 20-minute drive from Fulton. Salary: $25.00 per hour Recruitment Schedule: Interviews with best fit candidates will be conducted throughout the recruitment schedule. Tentative application deadline is October 31, 2025. As part of our application process, it is required that each applicant must complete a Culture Index Survey. The survey is a 2-question survey which will take 5-8 minutes to complete. For full consideration, both your application and survey must be submitted. After you apply, the link will be emailed to you or after you apply click the link. ****************************************
    $33k-58k yearly est. 60d+ ago
  • Investigator Financial Analyst II

    Parexel 4.5company rating

    Finance advisor job in Jefferson City, MO

    Parexel is looking for changemakers who are driven by curiosity, passion, and optimism. Come join us in keeping the Patient at the Heart of Everything We do. **Job Title** : Investigator Financial Analyst II **Job Introduction** : At Parexel, we are a leading Clinical Research Organization company specializing in delivering life-changing medicines to patients. We are seeking an **Investigator Financial Analyst** **II** to join our team. As an Investigator Financial Analyst, you'll be joining a fast-paced, driven environment that's helping to make life-changing differences to patients by steering the investigator budget management for crucial projects. Through the collaboration and diversity of the Investigator Payment Division the Investigator Financial Analyst is provided with opportunities to excel and discover where your skills can take you. **Who we are looking for** : Curious individuals interested in understanding investigator budget economic drivers. Who are detailed-oriented while assisting in translating the clinical conduct into a financial impact and proactively advising the project leader and the project financial analyst on how to influence critical budget and cash flow levers to prevent negative impact project financials. **What you'll do** : + Lead the monthly investigator payment forecast cycle and support project analysis requirements, including a review of accruals, costs incurred, contracts signed, and patients enrolled. + Collaborate with clients, clinical team members, and other members of the organization to gather information and/or explain the financial impact of the observed clinical conduct. + Manage all required variance analyses for the set of projects, with insight and identify risks in the project forecast and to the budget. + Present updates on financial status of investigator payments for assigned projects and create information in response to client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio. **Why join us:** Be part of groundbreaking projects that are pushing the boundaries of the industry. Experience a collaborative and inclusive work environment that highly appreciates your expertise. Unlock your full potential with professional growth and development opportunities. Enjoy work life balance and flexible working hours. **Parexel US Benefits** : + Health, Vision & Dental Insurance + Tuition Reimbursement + Vacation/Holiday/Sick Time + Flexible Spending & Health Savings Accounts + Work/Life Balance + 401(k) with Company match + Pet Insurance Full list of benefits available here: *********************************** **About Parexel International:** At Parexel we embrace flexibility and understand that in today's fast-paced world, employees need to balance their careers with their personal lives. Come join us where learning is constant, and you're exposed to a world of experiences and open doors. If this job does not sound like the next step in your career, but perhaps you know of someone who'd be a perfect fit, send them the link to apply! \#LI-REMOTE EEO Disclaimer Parexel is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to legally protected status, which in the US includes race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
    $63k-99k yearly est. 22d ago
  • Finance Analyst II

    Scholastic Book Fairs

    Finance advisor job in Jefferson City, MO

    Develop data analysis methods for requests. Create reports, analysis, or graphs that accurately represent the data to the requestor in a usable format. Create reports, analysis, and graphs that accurately represent data in a usable format. Document work instructions for use of developed reports. Establish, review, and maintain timelines. Lead/Participate in projects with multiple departments. Prioritize tasks to meet project deadlines. Responsible for accountability of assigned group tasks. Provide timely updates of project progression. Communicate status to upper management and internal customers. Backup other team member duties. Other duties as assigned. Qualifications College degree preferred with strong mathematical background. Strong PC skills including Word, Excel, Outlook, and Access desired. Ability to find solutions to challenging problems. Deadline oriented and ability to work under stressful situations. Must be flexible and able to adapt to changing job responsibilities. Effective problem-solving organization skills. Excellent communication skills. Ability to effectively function as a team member. Able to prioritize and handle multiple tasks. Strong decision-making skills. High level of attention to detail. Above average attendance record. Time Type:Full time Job Type:RegularJob Family Group:FinanceLocation Region/State:MissouriCompensation Range:Hourly Rate: 21.00 - 22.00EEO Statement: Scholastic is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of race, religion, color, sex, pregnancy, national origin, marital status, sexual orientation, gender identity or expression, age, non-disqualifying physical or mental disability, or status as a disabled veteran or Vietnam veteran. Those factors shall not influence the determination of qualifications for a job or other opportunity within the company. Further, all personnel actions (such as compensation, tuition aid, benefits, transfers, promotions, and dismissals, company-sponsored training, social and recreational programs) shall be administered without discrimination. EEO is the Law Poster EEO Scholastic Policy Statement Pay Transparency Provision
    $50k-72k yearly est. Auto-Apply 8d ago
  • Financial Aid Specialist

    State Technical College of Missouri 2.8company rating

    Finance advisor job in Linn, MO

    Monday - Friday, 8:00 a.m. - 5:00 p.m., On-site Salary starts at $20.00 an hour State Tech is known as the Employers' Choice. Why? Because our graduates earn high paying jobs that are in demand. A huge reason for that success is because of our dedicated faculty and staff. Become a part of the #1 two-year college in the country and shape the workforce of tomorrow. At State Tech we want to be known as both the Employers' Choice, but equally as important we want to be known as the Employee's Choice! To learn more about State Tech visit our website at ************************* State Technical College of Missouri is accepting applications for full time, 12 month, non-exempt, and benefit eligible Financial Aid Specialist. Apply today at **************************************** Required Qualifications: An associate degree or two or more years of related experience. Excellent customer service skills. Detail-oriented, capable of multitasking and meeting deadlines. Candidates should be self-motivated, demonstrate strong problem-solving skills, and have the ability to learn quickly. Job Responsibilities: Serves as the front-line staff to students, parents and visitors. Advising students and their families on available financial aid options. Responsibilities include evaluating financial aid applicant materials, processing federal, state, and scholarship aid; completing verifications and assisting students with special considerations; investigating complex situations and resolving student inquires; providing support to students with regards to requests for financial assistance, unmet need, standards of academic progress, implications of withdrawing, and other advising specific to financial aid. State Technical College of Missouri is an Equal Opportunity, Equal Employment Opportunity organization and does not discriminate against any protected class in our educational programs, activities, or employment opportunity. Please see our complete Non-Discrimination Policy.
    $20 hourly 60d+ ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Columbia, MO?

The average finance advisor in Columbia, MO earns between $25,000 and $92,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Columbia, MO

$47,000

What are the biggest employers of Finance Advisors in Columbia, MO?

The biggest employers of Finance Advisors in Columbia, MO are:
  1. Central Bank
  2. LPL Financial
  3. Edward Jones
  4. Thrivent
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