JOB DESCRIPTION: FINANCIALADVISOR DEPARTMENT: FinancialAdvisory Group CLASSIFICATION: Exempt REPORTS TO: FinancialAdvisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business
MAJOR DUTIES & RESPONSIBILITIES:
* Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
* Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
* Work with internal team to effectively coordinate delivery of an exceptional client experience.
* Build and maintain relationships with prospects and existing clients.
* Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
* Bachelor's degree infinance or related field.
* Two to five years of experience in investments preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
* Knowledge of investment securities.
* Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets
$75k-117k yearly est. 60d+ ago
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US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Evansville, IN
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financialadvisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financialadvisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financialadvisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financialadvisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience infinancial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 41d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Evansville, IN
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisorsin the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$63k-111k yearly est. Auto-Apply 19d ago
Digital Banking Analyst
German American Bancorp, Inc. 4.5
Finance advisor job in Evansville, IN
Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries.
What You'll Do:
* A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders.
What it Takes:
* 5+ years banking experience in application support and/or customer support of digital services
* Bachelor's degree in Computer Science or Computer Information systems preferred
* Vendor and/or project management is a preferred
* Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers.
* Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.
* Attention to detail and strong organizational skills
* Proficiency in Microsoft Word and Excel, Access and Visio
Bonus Points:
* Experience supporting customer facing applications
* Bilingual/Multi-lingual
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
Vogel Road, Evansville
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people
throughout the organization, truly making German American special. Delivering genuine, customized, personal service
with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment
to life with each and every interaction.
$59k-73k yearly est. 56d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance advisor job in Evansville, IN
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of FinancialAdvisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 21d ago
Financial Counseling Rep I
R1 RCM 4.8
Finance advisor job in Evansville, IN
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
Responsibilities:
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Abilty to be n your feet for an extended period of time.
Desired Qualifications:
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $14.92 - $20.82 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
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$14.9-20.8 hourly Auto-Apply 8d ago
Financial Representative
Western & Southern Life 4.8
Finance advisor job in Vincennes, IN
INDIANA-SOUTHWEST IN Default: Location : City VINCENNES The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
* Identify market(s) and develop appropriate marketing plan.
* Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
* Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
* Adequately prepare for all appointments through established processes.
* Conduct all appointments using Western & Southern Life consultative practices and processes.
* Effectively sell insurance and investment solutions.
* Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
* Market for the purposes of developing the Western & Southern Life brand at the local level.
* Proactively develop community relationships to cultivate and strengthen presence in target market(s).
* Maintain personal contact with clients to ensure their evolving financial needs are being met.
* Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
* Accurately maintain client and company records, payments, etc., in a timely manner.
* Operate an automobile during both day and night hours.
Qualifications
* High level of integrity.
* Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
* Strong interpersonal, relationship, and influence skills.
* Effective communication skills including listening, speaking and writing.
* Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
* The ability to influence others to take needed action.
* Demonstrate personal drive and resilience to achieve goals.
* Willing and able to network for new clients.
Educational Requirements
* Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
* Working knowledge of word processing and spreadsheet applications.
* Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
* Obtain and hold State Life and Health license prior to hire.
* Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
* Access to an automobile and ability to maintain a valid driver's license.
$45k-78k yearly est. Auto-Apply 21d ago
Inv Strat Tm Wealth Advisor
Old National Bank 4.4
Finance advisor job in Evansville, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment.
Salary Range
The salary range for this position is $0 - $48,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities.
Manage a portfolio of client relationships:
Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Creates comprehensive and effective task plans to achieve team goals:
Sets clearly defined goals, milestones, and deadlines.
Manages assigned tasks with limited guidance/supervision.
Adjust priorities to make sure key deadlines are met.
Regularly reviews progress and seeks ways to accomplish work more efficiently.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
Maintain knowledge of current developments and trends in all relevant technical knowledge areas.
Understanding the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position:
Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
Communication - Effectively shares information and ideas with individuals and teams; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements:
Bachelor's degree infinance, Business, or related field
3 years of retail or institutional wealth/investment experience required.
Must possess strong relationship building skills including verbal and written communication skills.
Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
Must possess excellent sales and closing skills.
Series 6 or 7 licenses to sell brokerage products.
Series 65 to use fee-based accounts.
State Life and Health Insurance Licenses
Ability to build and develop a robust sale pipeline.
Key Measures of Success/Key Deliverables:
Client Retention
Client Acquisition
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$39k-52k yearly est. Auto-Apply 57d ago
Client Advisor I
First Bank 4.6
Finance advisor job in Vincennes, IN
Thank you for your interest in joining First Bank. If you're looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you've come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Client Advisor I.
The Client Advisor I helps the bank to fulfill its vision by leading the branch to ensure exceptional service, financial wellness goals are met, and retail initiatives are executed effectively.
Duties and Responsibilities
Client Experience & Financial Wellness
Builds trusted relationships with clients through courteous and concerned approach to meeting client needs.
Ensures every client interaction includes a wellness mindset by educating on savings, credit health, and digital banking usage.
Partners with the Client Experience Specialist to identify and resolve client pain points.
Maintains accountability for branch-level service quality metrics.
Owns follow-up on client feedback and service recovery.
Sales & Business Support
Partners with Business Development / Treasury Management Team to identify cross-sale or financial wellness opportunities, and track referrals and pipeline activity.
Acts as liaison between Retail and Sales teams for complex client handoffs.
Technology & Process Adoption
Champions all digital adoption initiatives (ITMs, mobile, online banking, Teams video calls).
Provides feedback to the Digital Department on workflows or tools that streamline retail operations.
Traditional Customer Service
Fulfills traditional retail banking responsibilities by cashing and depositing checks and cash into client accounts, and accepting loan payments; executing daily balancing procedures systematically, efficiently, and accurately; assisting clients within the safe deposit area; and counting and balancing ATM/ITM/recycler as required.
Community Engagement
Supports branch presence in local financial wellness or community events.
Helps identify and schedule opportunities for staff volunteering or partnership with schools, non-profits, or local business groups.
Qualifications
Bachelor's Degree in business, finance or related field
Two years customer service experience, banking experience preferred
Skills
Problem solving
Computer usage
Verbal and written communication
Detail orientation
Critical thinking
Sales
Complaint resolution
Cash handling
Resource management
Coaching
The position offers a competitive salary, medical insurance coverage, 401K-retirement plan, and other benefits.
EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources.
This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period.
Replies to all questions will be held in strictest confidence.
In order to be considered for employment, this application must be completed in full.
APPLICANT'S STATEMENT
By submitting an application I agree to the following statement:
(A) In consideration for the Bank's review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation.
(B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank's human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information.
(C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice.
(D) If hired, I will comply with all rules and regulations as set forth in the Bank's policy manual and other communications distributed to employees.
(E) If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination.
(F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered.
(G) I hereby acknowledge that I have read the above statement and understand the same.
$49k-72k yearly est. 5d ago
Internship - Private Wealth Management (Henderson, KY Summer 2026)
Robert W. Baird & Co.Orporated 4.7
Finance advisor job in Henderson, KY
About the Role:
Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful FinancialAdvisors and their teams.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Henderson, KY office. We are seeking a student who can start in May 2026.
The Impact You'll Make:
Support various projects from FinancialAdvisors (i.e. review reports and conduct research)
Prepare for client meetings and presentations
Assist with financial planning and market research
Handle admin tasks, calls and basic client questions
Contribute to branch marketing initiatives
Process paperwork and documents
Perform other duties and project support as needed
What You'll Bring to Baird:
Pursuing a bachelor's degree infinance, business or related degree preferred
Anticipated graduation date of December 2026 or later
Interest infinancial services and developing a career in private wealth management
Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery
High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
Prior experience in an office setting is preferred
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status
.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$61k-103k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY
Jpmorgan Chase & Co 4.8
Finance advisor job in Owensboro, KY
JobID: 210574371 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisorin Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a FinancialAdvisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$46k-91k yearly est. Auto-Apply 60d+ ago
Head of Portfolio Analytics, U.S. & Bermuda
Markel Corporation 4.8
Finance advisor job in Nebo, KY
What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.
Join us and play your part in something special!
At Markel, we believe that what we do really matters. And that every one of us has the power to make a difference. To us, insurance is more than a piece of paper. It's a promise to help people get back on their feet. It's a commitment that gives people the courage to take chances. And in uncertain times, it's the fuel that moves the world forward.
Since the very start, we've used our ingenuity to insure risks that others can't. Finding smart solutions to complex problems, so people can live their lives and seize opportunities.
Our style is about focusing on people's needs, not just words on a page. It's about building relationships and connecting as humans. And ultimately, it's about being there for people when they need us most.
In our eyes, our journey is just beginning. Together, we're building a business that supports more people, in more places. But unlike our peers, we'll never lose our people-first focus as we grow. Because you will always be what makes Markel special. And what continues to power this business forward.
Markel Group (NYSE - MKL) is a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, specialist advisory, and investment operations around the world.
About the team:
Extracting value from data is critical to delivering Markel's strategic ambitions. We are investing in our data and analytics capabilities so that we can deliver sharp insights to support front-end underwriting and claims teams. As a result, we are establishing the U.S. and Bermuda Portfolio Analytics team. Under the leadership of a newly appointed Head of Portfolio Analytics, this team will bring together analytics, reporting, and technical pricing capabilities carried out across the U.S. and Bermuda and will continue to build on their transformational initiatives. In this role, you will be entrusted with setting the vision and direction for our portfolio analytics strategy and leading our transformation in this space.
The Portfolio Analytics team will be comprised of professionals with a wide range of technical skillsets, including data scientists, actuaries, portfolio managers, data engineers, and data visualization developers. We envision a dynamic, underwriter-centered team that serves the underwriter as their 'customer' - identifying trends early, delivering actionable insights built on clean data flows, and integrating actuarial models into daily workflows. Our Portfolio Analytics team will be free from the corporate financial calendar, aligned to business priorities and enabled to put the customer at the center of everything they do. Additionally, the team will establish regional connection points to better serve the Wholesale and Specialty underwriting teams located across the U.S..
What we ask of you:
* Create and communicate a vision for portfolio analytics that engages and excites both business stakeholders and technical teams, demonstrating how Markel can derive tangible business benefits from data.
* Build a market-leading Portfolio Analytics team, bringing together a wide range of technical skillsets (actuarial, data science, data engineering, analytic engineering, etc.) as well as deep domain knowledge into a cohesive team that is collaborative, customer-focused and innovative.
* Work with leaders from our five Regions (Northeast U.S., Southeast U.S., Central U.S., West U.S., and Bermuda) to prioritize portfolio analytics efforts, balancing delivering immediate value with developing capabilities that will be needed to meet the longer-term strategic ambitions of the business.
* Drive the development of a data-centric culture and adoption of analytics products across Underwriting and Claims teams.
* Oversee the relevant functional areas, including portfolio management / business partnering, data engineering, data science, advanced analytics, and technical pricing. Ensure each area is a center of excellence and that they collaborate to create an analytics capability that is bigger than the sum of its parts.
* Ensure strong partnership and alignment on priorities with the product-centric teams within the Corporate Actuarial team and the CUO function. Work cohesively on setting, executing, and monitoring underwriting strategies.
* Drive improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios.
* Close collaboration with IT Data Services, ensuring efficiency in data processing and delivery of a single version of the truth.
* Promote the use of third-party data and development of advanced analytics techniques with a focus on directing effort and budget to the areas that will add the greatest value.
* Ensure there are robust controls in place across the department, balancing agility with safety.
What you will bring to the role:
The successful candidate will have:
* Bachelor's degree in Actuarial Science, Statistics, or related field; credentialled Actuary belonging to a globally recognized Actuarial Society preferred.
* Minimum of 15 years of experience in actuarial roles within the insurance industry, with an emphasis placed on experience in U.S. Wholesale and Specialty insurance.
* Exceptional communication skills, capable of conveying a strategic vision and galvanizing support from a wide range of stakeholders.
* Ability to set a vision for this new team and create a compelling course of action across the business that inspires and enlists others to take action.
* Proven people leadership skills, with experience of bringing together diverse, technical skillsets and creating the right environment for them to thrive.
* Commercial acumen and strong understanding of Markel's strategy and priorities.
* Experience in building alliances and cultivating deep and broad relationships across large organizations. Ability to connect with and speak the language of the businesses we support, from line underwriter to executive.
* Track record of leading high-performing teams and delivering value to Insurance organizations through pricing, portfolio management, and analytics.
* Ability to work across functional areas, gain buy-in, and persuade across the organization in order to achieve mutually beneficial objectives.
* Ability to attract, develop, coach, and retain employees for competitive advantage.
* Significant pricing actuarial experience at a Commercial or Specialty Insurer.
* Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the U.S. and Bermuda markets.
* Original thinking and creative problem-solving skills to any given situation, driving for improved processes, systems, products, or services in order for Markel to establish and maintain a competitive edge.
* The ability to stay ahead of external trends and promote a culture of continuous improvement.
* Possession of a steady, earnest, and energetic work ethic, focusing energy on most critical tasks.
Our values:
We're all about people:
* Empowering them, supporting them, and helping protect what matters most to them.
* We put people first, and stay true to our word, because we believe in the power of relationships and doing what's right.
We win together:
* We work as a team, exchanging ideas, supporting each other, and respecting everyone's opinion.
* Because together we know we can achieve great things.
We strive for better:
* We aspire to lead and win in all that we do.
* Aiming for excellence, and finding a better way of doing things, is up to us all.
We enjoy the everyday:
* We are dedicated to our work, but we always keep a sense of humor and leave our egos at the door.
We think further:
* We are committed to building a legacy and making decisions that leave a lasting impact on our customers, partners, employees, and communities.
Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also supportive of candidates looking for flexible working patterns.
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Pay information:
The career level and base salary offered for the successful candidate will be based on compensable factors such as Geographic location, job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, and other factors. The national average salary for the Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $220,000 - $275,000 with 50% short-term incentive and 35% long-term incentive. The national average salary for the Senior Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $270,000 - $330,000 with 65% short-term incentive and 35% long-term incentive.
Who we are:
Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We're all about people | We win together | We strive for better
We enjoy the everyday | We think further
What's in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
* We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.
* All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
* We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
Are you ready to play your part?
Choose 'Apply Now' to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
* All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.
* All legitimate communications with Markel recruiters will come from Markel.com email addresses.
We would also ask that you please report any job employment scams related to Markel to ***********************.
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Should you require any accommodation through the application process, please send an e-mail to the ***********************.
No agencies please.
$85k-114k yearly est. Auto-Apply 60d+ ago
Financial Analyst I/II/III
Boardwalk 3.9
Finance advisor job in Owensboro, KY
*To access Dayforce at its best, log in from the latest version of Chrome, Safari, Firefox, or Edge. * Boardwalk is a limited partnership operating in the midstream portion of the natural gas and natural gas liquids industry, providing transportation and storage services for our customers. Our 14,000 miles of pipeline and storage assets provide diverse market connectivity to producers and end-users who need reliable sources of natural gas for power generation, home heating or petrochemical feedstocks. We have the experience, knowledge, and flexibility to design service offerings and create system enhancements tailored to our customers' needs throughout the 13 states in which we operate. As an organization focused on sustainability, we are committed to protecting the environment while delivering this energy source. This commitment is made to our customers, employees, and the communities in which we operate. We incorporate environmental stewardship, safety, and compliance into our day-to-day operations and seek to strengthen and support the communities we serve. Additional information about the company can be found online at ********************
We are currently looking for a Financial Analyst I/II/III for our Owensboro, KY office.
POSITION DESCRIPTION:
This position will work extensively with all Payroll functions including payroll processing, jurisdictional tax maintenance, software integration and testing, and incentive accounting. Primary duties will include processing Oracle timesheets for bi-weekly payroll, maintaining and auditing adjustments for new hires and terms, discretionary payments and other adjustments to payroll in compliance with internal and SOX controls. Utilize Ceridian Dayforce HCM to process, audit, and maintain accurate payroll, tax, and employee records. Activities also include processing bi-weekly, monthly and quarterly accounting journals, reports, and funding requests for payroll related activities. Utilize Oracle EBS, Reports Wand and spreadsheets to analyze 100+ payroll related accounts monthly for various BWP entities. Other responsibilities include the maintenance and audit of bi-weekly interfaces with T Rowe Price to update 401k withholdings. Additional duties include quarterly testing of Oracle EBS and Ceridian Dayforce upgrades, tax reporting and reconciliations, working with internal and external auditors and numerous special requests. Will work closely with Human Resources, Benefits and various employees throughout BWP.
REQUIRED SKILLS, KNOWLEDGE, AND EXPERIENCE:
Excellent computer skill
Ceridian Dayforce system (HR/Payroll) and Oracle
EBS accounting system
Proficiency with Microsoft Excel
Action and detail oriented with a strong customer focus and excellent interpersonal skills
Ability to maintain confidentiality in handling sensitive situations and information
Ability to manage a diverse range of assignments requiring experience, innovation, judgment and initiative
Ability to excel in a team environment and work with minimal supervision
PREFERRED SKILLS, KNOWLEDGE, AND EXPERIENCE:
2-5 years of experience in payroll
2-5 years of experience in incentive accounting
Experience with software configuration, interfaces, data analysis and testing
Oracle EBS experience
Experience with Ceridian Dayforce system
Strong analytical and problem-solving skills
Desire for continuous learning and process improvement
REQUIRED EDUCATION:
BS Degree: Accounting or equivalent
ADDITIONAL INFORMATION:
Boardwalk Pipelines, LP, maintains a drug-free workplace and will require pre-employment drug & substance abuse testing before hiring.
Boardwalk Pipelines, LP, is an equal opportunity employer. All applicants will be considered for employment regardless of race, color, religion, age, sex, gender identity, national origin, veteran, or disability status.
$59k-102k yearly est. 52d ago
Financial Aid Advisor
Kentucky Community and Technical College System 4.1
Finance advisor job in Owensboro, KY
Title: Financial Aid Advisor
Salary Range: $38,000
Contract Term Length: 12 Months
Standard Hours: 37.5
FLSA Status: Non-Exempt
College: Owensboro Community & Technical College
Campus Location: Owensboro Community College
Department: Student Affairs
Total Rewards
Owensboro Community & Technical College offers a competitive benefits package and an attractive work environment that supports excellence, innovation, and creativity, including:
Exceptional health care, vision, and dental coverage for you and your family
Tuition reimbursement/waiver for you, your spouse, and dependents
403(b) retirement plan: a 5% employee contribution receives a 10% employer match
Vacation/Sick Time
Work-Life Balance
9.5 Paid Holidays
2 Weeks Institutional Closing Pay (Last 2 weeks of December) for qualifying positions
Employee Assistance Program
Job Summary
Owensboro Community and Technical College is seeking to fill a full-time staff position to support our Student Affairs Department. This position focuses on assisting the Financial Aid department and providing guidance infinancial aid matters to prospective and currently enrolled students. At the same time, ensuring compliance with state, federal, and institutional policies and regulations.
Job Duties:
· Counsel students and parents about federal and state financial aid programs.
· Manage the Federal Work Study program.
· Coordinate with OCTC Student Records to ensure faculty no-show reporting is completed in a timely manner and make financial aid adjustments accordingly.
· Manage all institutional scholarships awarded by the OCTC Scholarship Committee and serve as a scholarship liaison to students, the OCTC Foundation office, and scholarship donors.
· Manage and reconcile state financial aid programs, including but not limited to: Kentucky Educational Excellence Scholarship (KEES), College Access Program (CAP), Kentucky National Guard Tuition Assistance, and Early Childhood Development Scholarship.
· Complete verification of financial assistance forms for state and local agencies.
· Review and update OCTC financial aid website pages to ensure accurate and up-to-date information.
· Assist in reviewing student files to determine eligibility for various financial aid awards.
· Learn and remain current on federal, state, and institutional financial aid regulations.
· Maintain and ensure confidentiality of student records and information.
· Other duties as assigned.
Minimum Qualifications:
· Bachelor's degree and two (2) years related work experience or equivalent is required.
OR
· Associate degree and four (4) years of relevant work experience.
Preferred Qualifications:
· MS Office experience preferred.
Additional Skills Requested:
Employee Rights - Employee Polygraph Protection Act
Equal Opportunity Employer - The Kentucky Community and Technical College System is an equal educational and employment opportunity institution.
$38k yearly 13d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance advisor job in Evansville, IN
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of FinancialAdvisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 21d ago
FINANCIAL PLANNER
Springs Valley Bank 3.4
Finance advisor job in Jasper, IN
JOB DESCRIPTION: FINANCIAL PLANNER DEPARTMENT: FinancialAdvisory Group CLASSIFICATION: Exempt REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals.
MAJOR DUTIES & RESPONSIBILITIES:
* Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
* Manage, monitor and evaluate financial plans.
* Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
* Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
* Gather, organize and maintain client personal and financial wealth plan profile data.
* Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
* Meet with participants to answer any personal questions about the plan or possible other financial matters.
* Development of new business relationships and management of an existing book of business.
EDUCATION & EXPERIENCE:
* Bachelor's degree infinance or related field.
* Master's degree in business, finance or related area preferred.
* CFP designation or similar preferred.
* Four to eight years of experience infinancial services.
KNOWLEDGE, SKILLS, AND ABILITIES:
* Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
* Comprehensive knowledge of investments, securities market structure and portfolio management.
EOE, including disability/vets
$62k-94k yearly est. 60d+ ago
Private Wealth Advisor
Old National Bank 4.4
Finance advisor job in Evansville, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.
Salary Range
The salary range for this position is $0 - $60,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Manage a portfolio of client relationships:
Including, but not limited to regular client meetings to review and update: client goals, financial information and investments.
Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Provide Advice to clients through Financial Planning:
Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
Proficiency with introductions to in-house insurance experts and other financial resources.
Prospect and develop new wealth business to and from internal referrals:
Foster productive relationships with business partners in Consumer and Commercial.
Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
Develop external center of influence opportunities outside of bank.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
Consistently researching and developing subject matter expertise to consult clients appropriately.
Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
Qualifications and Education Requirements
Bachelor's Degree inFinance, Business or related field
3 years of retail or institutional wealth/investment experience required
Must possess strong relationship building skills including verbal and written communication skills
Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
Must possess excellent sales and closing skills
Series 6 or 7 licenses to sell brokerage products
State Life and Health Insurance Licenses
CFP, MBA or Professional designation(s) preferred
Ability to build and develop a robust sales pipeline
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$39k-52k yearly est. Auto-Apply 60d+ ago
Digital Banking Analyst
German American Bancorp, Inc. 4.5
Finance advisor job in Jasper, IN
Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries.
What You'll Do:
* A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders.
What it Takes:
* 5+ years banking experience in application support and/or customer support of digital services
* Bachelor's degree in Computer Science or Computer Information systems preferred
* Vendor and/or project management is a preferred
* Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers.
* Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.
* Attention to detail and strong organizational skills
* Proficiency in Microsoft Word and Excel, Access and Visio
Bonus Points:
* Experience supporting customer facing applications
* Bilingual/Multi-lingual
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
Operations Center
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people
throughout the organization, truly making German American special. Delivering genuine, customized, personal service
with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment
to life with each and every interaction.
$59k-74k yearly est. 56d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance advisor job in Evansville, IN
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 infinancial 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 19d ago
Client Advisor I
First Bank 4.6
Finance advisor job in Vincennes, IN
Job DescriptionSalary: $19.95 to $22.00 per hour
Thank you for your interest in joining First Bank. If youre looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, youve come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Client Advisor I.
The Client Advisor I helps the bank to fulfill its vision by leading the branch to ensure exceptional service, financial wellness goals are met, and retail initiatives are executed effectively.
Duties and Responsibilities
Client Experience & Financial Wellness
Builds trusted relationships with clients through courteous and concerned approach to meeting client needs.
Ensures every client interaction includes a wellness mindset by educating on savings, credit health, and digital banking usage.
Partners with the Client Experience Specialist to identify and resolve client pain points.
Maintains accountability for branch-level service quality metrics.
Owns follow-up on client feedback and service recovery.
Sales & Business Support
Partners with Business Development / Treasury Management Team to identify cross-sale or financial wellness opportunities, and track referrals and pipeline activity.
Acts as liaison between Retail and Sales teams for complex client handoffs.
Technology & Process Adoption
Champions all digital adoption initiatives (ITMs, mobile, online banking, Teams video calls).
Provides feedback to the Digital Department on workflows or tools that streamline retail operations.
Traditional Customer Service
Fulfills traditional retail banking responsibilities by cashing and depositing checks and cash into client accounts, and accepting loan payments; executing daily balancing procedures systematically, efficiently, and accurately; assisting clients within the safe deposit area; and counting and balancing ATM/ITM/recycler as required.
Community Engagement
Supports branch presence in local financial wellness or community events.
Helps identify and schedule opportunities for staff volunteering or partnership with schools, non-profits, or local business groups.
Qualifications
Bachelors Degree in business, finance or related field
Two years customer service experience, banking experience preferred
Skills
Problem solving
Computer usage
Verbal and written communication
Detail orientation
Critical thinking
Sales
Complaint resolution
Cash handling
Resource management
Coaching
The position offers a competitive salary, medical insurance coverage, 401K-retirement plan, and other benefits.
EO / M /F/ Vet / Disability.First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources.
This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period.
Replies to all questions will be held in strictest confidence.
In order to be considered for employment, this application must be completed in full.
APPLICANT'S STATEMENT
By submitting an application Iagree to the following statement:
(A) In consideration for the Banks review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation.
(B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Banks human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information.
(C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice.
(D) If hired,I will comply with all rules and regulations as set forth in the Banks policy manualand other communications distributed to employees.
(E) If hired,I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination.
(F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered.
(G) I hereby acknowledge that I have read the above statement and understand the same.
How much does a finance advisor earn in Evansville, IN?
The average finance advisor in Evansville, IN earns between $37,000 and $139,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Evansville, IN
$72,000
What are the biggest employers of Finance Advisors in Evansville, IN?
The biggest employers of Finance Advisors in Evansville, IN are: