Financial Consultant- Little Rock, AR
Finance advisor job in Little Rock, AR
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Series 07 - FINRACategory:Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Advisor - Various area and shifts
Finance advisor job in Springfield, MO
:The Financial Advisor is responsible for answering questions about billing information and establishing estimates for patients who have a scheduled medical service or procedure. The Financial Advisor works with the patient to establish payment schedules, discuss the financial responsibility and collects prepayments in accordance with CMG policy. The Financial Advisor also monitors overdue accounts, researches accounts and recommended payment plans and works with insurance companies to obtain predetermination or authorization for certain procedures. This position works alongside different departments system wide in order to deliver excellent care and customer service for CoxHealth patients.
Education:
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
Required: High School Diploma or Equivalent
Experience:
Preferred: medical billing experience and claims processing knowledge; familiar with the insurance industry and collection process
Skills:
Excellent verbal and written communication skills.
Able to work independently and collaboratively in teams. xevrcyc
Self starter.
Proficient in using computers and computer systems
Ability to multi-task and have attention to detail
Licensure/Certification/Registration:
N/A
Financial Analyst
Finance advisor job in Saint Charles, MO
As a member of the FP&A team and based in our St. Charles, MO office, the Financial Analyst's primary objectives will be to generate reporting for leadership and perform analytics to identify key drivers impacting performance across the organization.
Responsibilities:
Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
Develops integrated revenue/expense analyses, projections, reports and presentations
Prepare financial reports for senior management as requested
Compiles and analyzes financial information to identify trends, drive change and assess performance and continuously works to improve and refine metrics as needed
Develop & maintain financial models for budgeting, forecasting & long term planning
Perform variance analysis from actual results and the forecast
Develops strategies to communicate complex financial information to others through the use of data visualizations and prepares these presentations as requested; explains complex financial information in non-complex terms
Provide support to various parts of the business as required
Preferred Qualifications:
Bachelor's degree in Accounting, Finance, Business Administration, Supply Chain, or related field.
0-2 years of relevant experience (internships/co-ops welcome).
Intermediate proficiency in Microsoft Excel and Microsoft Office; eagerness to learn new tools/systems.
Effective communication and presentation skills.
Strong organizational and prioritization skills; comfort in a fast-paced environment.
Demonstrated analytical/quantitative capability and critical/creative problem solving with imperfect information.
Growth mindset; curiosity and eagerness to learn.
required skills and abilities:
Quantitative modeling skills
Critical thinking - analytical problem solving skills
Creative thinking - dealing with imperfect information
Presentation skills - ability to explain and support proposals to internal and external stakeholders
about distribution management
Distribution Management is a national fulfillment and distribution provider specializing in automated order handling, fulfillment, and shipping of consumer package goods. DM is able to reach 99% of the U.S. within two days from its four strategically located distribution centers. An order accuracy rate of 99.9% is reflective of the operational excellence and efficiencies that have resulted from significant investment in technology and a dedicated IT development staff specializing in integration, automation, and real-time reporting. Visit ************************ to learn more.
Financial Operations Analyst
Finance advisor job in Little Rock, AR
Arkansas Talent Group is looking for an analytical, finance-minded professional with strong financial acumen to support our organization's operational and financial efficiency. The Financial Operations Analyst position involves reviewing, reconciling, and optimizing financial processes while partnering closely with multiple departments. The ideal candidate will be comfortable working with financial data, business systems, and cross-functional teams to ensure accuracy, compliance, and continuous improvement. This is not an accounting role, but rather a operational finance position who must understand accounting and debits/credits. This team sets up the systems, ensures the data is correct so that Accounting can run their processes. Local applicants will only be considered at this time.
Duties:
Manage recurring commission calculations and disbursements according to established incentive plans.
Verify transaction records and ensure alignment between CRM, ERP, and other integrated systems.
Perform reconciliation of accounts linked to partner payouts and related transactions.
Partner with department leaders to coordinate budgeting, forecasting, and broader financial planning efforts.
Investigate and resolve variances, recommending strategies to enhance workflow and reporting accuracy.
Identify and implement process improvements that support scalability and operational transparency.
Participate in upgrades, testing, and deployment of finance-related systems and tools
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a closely related field.
Solid understanding of general accounting practices and principles (recons, debits/credits)
2-5 years of experience in financial operations, analytics, or similar roles.
Advanced proficiency in spreadsheet tools, with ERP system experience preferred.
Strong analytical mindset with excellent problem-solving skills.
Clear and effective communication abilities, verbal and written.
Proven capacity to manage competing priorities and work under time constraints
Familiarity with SQL, dashboard creation, and data visualization software
Experience in workflow optimization or process improvement strategies
High proficiency in Excel; Must be advanced, including pivots, macros, and v-lookups.
Perks:
Competitive Compensation Package 70-80k
Growth opportunity- next level would be senior analyst or lead analyst
Collaboration with top-tier team, strong training, and great environment
Top Tier benefits and above-market retirement matching
Working with an industry veteran who loves training & development
If interested in learning more about this opportunity, apply directly or reach out to Stephanie Shine, Chris Chunn, or anyone at ATG via LinkedIn. This position is a 5-day-a-week in-office role in West Little Rock. Flexibility for certain situations is acceptable.
Arkansas Talent Group is a permanent placement recruitment firm. All job submissions or inquiries will be held confidential.
Job Cost Analyst
Finance advisor job in Columbia, MO
We are currently seeking a detail-oriented and analytical Job Cost Analyst to join our team. As a Job Cost Analyst, you will play a critical role in analyzing project costs, monitoring budget performance, and providing financial insights to support project management decisions.
Responsibilities:
Perform detailed analysis of project costs, including labor, materials, equipment, subcontractors, and overhead expenses.
Monitor and review project budgets and compare actual costs against budgeted amounts.
Identify cost variances, investigate discrepancies, and provide explanations for budget deviations.
Collaborate with project managers and stakeholders to review project financials and discuss potential cost-saving opportunities.
Prepare and distribute timely and accurate project cost reports, forecasts, and financial analyses to management and project teams.
Assist in the development of project budgets and cost estimates for new and ongoing projects.
Maintain accurate records of project costs, change orders, and contract modifications.
Conduct regular audits of project documentation to ensure compliance with accounting standards and internal controls.
Support month-end and year-end financial close processes by reconciling project costs and performing related journal entries.
Assist in the development and improvement of cost tracking systems, tools, and processes to enhance efficiency and accuracy.
Requirements:
Bachelor's degree in Accounting, Finance, or a related field.
2+ years of experience in job cost analysis or a similar role, preferably in the construction industry.
Strong understanding of construction project accounting, cost control, and financial management principles.
Proficiency in financial analysis, budgeting, and forecasting.
Excellent analytical skills with the ability to interpret complex financial data and identify trends or patterns.
Advanced knowledge of Microsoft Excel and other financial software applications.
Strong attention to detail and accuracy in data analysis and reporting.
Excellent communication and interpersonal skills to effectively collaborate with project teams and stakeholders.
Ability to work independently and prioritize multiple tasks to meet deadlines.
Knowledge of construction accounting systems, such as Viewpoint or similar software, is preferred.
Financial Analyst, Fulfillment & Operations Finance
Finance advisor job in Gardner, KS
About Excelligence
Excelligence Learning Corporation is the world's leading tech-enabled platform company in early childhood and elementary education. Educators, parents, and children in more than 40 countries use our 20,000+ innovative, high-quality, and grade-appropriate educational products and teaching solutions to teach, learn, and grow.
With over 30 years of experience, we are a leading developer, manufacturer, distributor, and multi-channel retailer, serving early childhood learning centers, elementary schools, PTAs, and consumers. Our three core divisions-Supplies (Discount School Supply, Really Good Stuff), Equipment (Children's Factory, Angeles, Learning Carpets), and Services (Educational Products, Inc., ChildCare Education Institute, Frog Street Press)-deliver excellence through proprietary brands such as Colorations , BioColor , Excellerations , MyPerfectClassroom , and Environments .
About the Role
We are seeking a Financial Analyst, Fulfillment & Operations Finance to join our Fulfillment and Distribution team in Gardner, KS. This role plays a critical part in driving operational and financial excellence across our fulfillment network. Reporting directly to the VP of Finance and supporting the VP of Operations, you will act as a trusted finance partner to operational and functional leaders, delivering insights that guide key business decisions in a high-volume, fast-moving environment.
This position combines financial analysis, business partnership, and operational insight. You'll develop and maintain financial models, evaluate performance metrics, and help drive initiatives that improve cost efficiency, productivity, and employee performance across fulfillment and logistics operations.
Key Responsibilities
Business Finance Support
Lead and execute budgeting, forecasting, and operational planning processes across departments.
Use strong financial acumen to build models and analyses that inform decision-making and improve cost, efficiency, and throughput.
Partner with Operations, Supply Chain, and departmental leaders to align financial objectives with operational performance.
Proactively identify and implement process improvements that automate, standardize, or simplify financial and business tools.
Provide financial and operational recommendations to business leaders, challenging assumptions when necessary.
Drive performance visibility through daily, weekly, and monthly dashboards and deep-dive analytics.
Operational & Strategic Analysis
Analyze key performance indicators (KPIs) across fulfillment and distribution operations, including labor utilization, cost per order, shipping efficiency, and capacity optimization.
Develop scenario and sensitivity models to assess the impact of business decisions, process changes, and network initiatives.
Support labor planning and workforce optimization as part of strategic initiatives across fulfillment operations.
Deliver monthly reporting packages with variance explanations, operational commentary, and forward-looking recommendations.
Controllership & Data Integrity
Own financial reporting for assigned business areas, ensuring accuracy, compliance, and consistency.
Identify and resolve complex data integrity issues, maintaining high standards of controllership.
Develop scalable, auditable data processes and reporting tools-incorporating AI where applicable to detect anomalies, improve efficiency, and increase data reliability.
Cross-Functional Collaboration
Build strong partnerships across Finance, Operations, Supply Chain, and HR to ensure alignment between financial outcomes and operational goals.
Participate in production meetings, business reviews, and project planning sessions to connect financial insight with operational execution.
Communicate data and insights clearly-tailoring your message to both financial and non-financial audiences.
Continuous Improvement & Leadership Support
Serve as a subject-matter expert on financial processes supporting fulfillment operations.
Contribute to continuous improvement efforts that enhance efficiency, accuracy, and performance measurement.
Contribute to continuous improvement initiatives that use AI and predictive analytics to enhance efficiency, accuracy, and performance measurement.
Support leadership through ad-hoc financial and operational analysis for high-impact decision-making.
Qualifications
Bachelor's Degree in Finance, Accounting, Business, or a related analytical field (MBA or CPA preferred).
5-7 years of experience in financial analysis, FP&A, or operations finance-
within a fulfillment, distribution, logistics, or manufacturing environment.
Demonstrated ability to analyze large data sets and deliver actionable insights.
Expert-level Excel skills (financial modeling, pivot tables, advanced formulas).
Experience with Power BI, Tableau, or similar business intelligence tools.
Working knowledge of ERP and financial systems (Oracle, SAP, JD Edwards, etc.) preferred.
Proven ability to manage competing priorities in a fast-paced, dynamic environment.
Strong verbal and written communication skills, with the ability to influence cross-functional teams.
Highly analytical, detail-oriented, and self-motivated, with a strong sense of ownership.
Proven experience using AI or machine learning tools to optimize reporting, automate processes, or improve forecasting accuracy.
What You'll Gain
The opportunity to directly impact both financial and operational performance in a fast-paced fulfillment environment.
Exposure to cross-functional leadership and high-visibility strategic projects.
The ability to influence decision-making and shape the direction of our fulfillment and logistics operations.
A collaborative, high-performance culture that values continuous improvement, ownership, and analytical excellence.
Equal Employment Opportunity Statement
Excelligence Learning Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. Excelligence is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation to apply for a position, please contact Human Resources.
Financial Advisor
Finance advisor job in Saint Charles, MO
We are seeking a local professional to join our team as an additional Financial Advisor.
Job Responsibilities:
Serve Your Clients:
1. Cultivate strong relationships with members by consistently using the prescribed sales process.
2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
4. Present a professional image in all interactions both personally and professionally.
Run Your Office:
5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union.
6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
Grow Your Business:
8. Meet or exceed individual production goals - with an appropriate product mix.
9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.
QUALIFICATIONS
1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
3. Demonstrated ability to effectively build business relationships with diverse clients.
4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
5. Life/Health License(s)
6. Series 7, 63/65 and/or 66 Licenses.
7. LUTCF, CLU, ChFC or CFP designation preferred.
Internship - Financial Analyst
Finance advisor job in Fayetteville, AR
Apply Description
As we are committed to providing interns with valuable learning experience, all interns are given the same responsibilities as our full-time team members and will engage in real life work situations. Our hope is to help you establish a foundation on which to build a future in the exciting residential construction industry. Rausch Services Group is proud to have offered full-time employment to a high percentage of our interns.
We are actively seeking students for our 2026 Summer Internships with opportunities in Northwest Arkansas.
Financial Analyst Intern - Home Office in Fayetteville, AR:
Our intern tasks may include the following items:
· Assist the Financial Reporting & Analysis team with daily operational tasks and ongoing initiatives
· Apply problem-solving skills to support the achievement of departmental objectives
· Collaborate with internal stakeholders to ensure timely delivery of reports
· Collect, organize, and analyze financial and operational data
· Prepare ad-hoc and recurring reports and summaries
· Contribute to financial modeling, forecasting, and budgeting processes
· Perform additional tasks and special projects as assigned
Duration:
· This internship typically lasts 3 months with the possibility of extension based on performance and availability.
Benefits:
This is a paid internship.
Valuable hands-on experience in the related field.
Opportunity to work on real projects and build a professional portfolio or resume
Mentorship from experienced professionals in related field.
Flexibility with class schedule (if applicable).
Potential for academic credit (if applicable).
Financial Advisor
Finance advisor job in Rogers, AR
Becoming a financial advisor 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 financial advisor, 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 financial advisor, 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 financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors 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.
Auto-ApplySenior Financial Advisor & Planner - Wealth Management, Premier/Brokerage
Finance advisor job in Kansas
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Senior Financial Advisor & Planner (Brokerage/Premier) assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service.
This role acts as the quarterback and primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients can get from their relationship with Empower.
Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial services. Significant emphasis is placed on client retention & satisfaction.
What You Will Do
The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness.
Comprehensive relationship management via phone conversations, and email communication. Client interaction is both proactive and reactive
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
An ability to clearly discuss portfolio, market, and economic discussions
Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.
Effectively coordinate with operational teams for client-related administrative issues
Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country
What You Will Bring
FINRA Series 7, 63, and 65 registration(s) required within corporate-established timelines
FINRA Fingerprinting Required
Bachelor's Degree or higher in business, finance, or related field
Exceptional verbal and written communication skills
Proven track record in relationship management and customer satisfaction
High-level knowledge of current investment products and industry services
Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
Strong interpersonal skills, team-oriented, and collaborative
What Will Set You Apart
CFP preferred
Experience with mass-affluent client communication within the investment advisory field
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$64,300.00 - $90,850.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
12-23-2025
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Auto-ApplyAdvisor, Finance Operations (Medical Customer Rebates)
Finance advisor job in Little Rock, AR
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP 1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Advisor - Rolla, MO
Finance advisor job in Rolla, MO
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Auto-ApplyFinancial Solutions Advisor Registration Candidate- Rogers FC
Finance advisor job in Rogers, AR
Rogers, Arkansas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your **Securities Industry Essentials [SIE], Series 7 and Series 66 Exams** . Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Work Schedule**
Monday thru Friday, some Saturdays required
Schedule Example: 8am-5pm, 9am-6pm, etc
**We'll help you**
+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
+ Get training and one-on-one coaching from Academy managers who are invested in your success.
+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
+ Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+ -Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
**Skills:**
+ Advisory
+ Account Management
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Issue Management
+ Client Solutions Advisory
+ Pipeline Management
+ Active Listening
+ Attention to Detail
+ Risk Management
+ Policies, Procedures, and Guidelines
+ Client Management
+ Causation Analysis
+ Written Communications
**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Investment Banking Analyst (Summer 2026 Start)
Finance advisor job in Kansas City, MO
Analyst - Fireclay Partners (In-Person | Downtown Kansas City)
About Fireclay
Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate.
What You'll Do
Build financial models & valuation work (DCF, comps, accretion/dilution).
Create client materials: teasers/CIMs, pitches, management presentations.
Support buy-side & sell-side execution: diligence, data rooms, process tracking.
Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable.
Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens.
Synthesize findings into client-ready insights for senior bankers & C-suite.
This role is in-person at our downtown KC HQ; occasional client travel.
What You Bring
Bachelor's in Finance, Econ, Business, or related.
0-3 years in investment banking, consulting, corp dev/finance, or relevant internships.
Strong Excel/PowerPoint; crisp writing & presentation.
Organized, detail-obsessed, and comfortable juggling multiple workstreams.
Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics.
Why Fireclay
Direct exposure to live deals and senior decision-makers.
Multi-sector learning with room to go deep where you're strong.
Small, entrepreneurial team-outsized impact from day one.
Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.
Office of the Chief Investment Officer Intern
Finance advisor job in Kansas City, MO
About Us
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.
Role Summary
This program is for currently enrolled undergraduate students. The deadline to apply is October 22, 2025.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
How You Will Make an Impact
Work closely with the Office of the Chief Investment Officer on investment department projects
Contribute to driven research that supports department initiatives
Build data visualization solutions for team using Tableau
Have the opportunity to interview portfolio managers to gain deeper perspective on different investment approaches
What You Bring to the Team (Required)
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
Passion for gaining experience in the asset management industry
Attention to detail
Keen and collaborative communication skills
Strong analytical reasoning and quantitative skills
Proficiency in Microsoft Office suite, SharePoint
Experience with Tableau or other data visualization tools
Experience with programmatic languages such as Python/R/SQL (preferred, not required)
Additional Assets (Preferred)
A current Sophomore, Junior or Senior Undergraduate student, including Students enrolled in accelerated Masters programs, who are currently enrolled fulltime in Business Administration program or similar; additional coursework in Information Systems or Technology preferred
What We Offer
Our interns receive competitive pay, as well as 401k eligibility for contributions
Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship
Access to Business Resource Groups that you can ally and participate in (Accelerate, Charlie Mike, Enable, Emerging Professionals, Pride, Mosaic)
Casual dress code - be comfortable and express your unique self
A robust social and philanthropic calendar of events hosted just for interns!
Internship Structure
10 Week Program - June 1- August 7
40 hours a week, between 8am-5pm CST
Additional Requirements
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Onsite
American Century Proprietary Holdings, Inc. All rights reserved.
Auto-ApplyFinancial Analyst
Finance advisor job in Fayetteville, AR
Job Description
Join Buffington Homes: Build Beautiful Homes and Exciting Careers in Northwest Arkansas!
Are you ready to join a fast-growing, award-winning homebuilder that's making waves in Northwest Arkansas? Buffington Homes is not just about building beautiful homes; we're about building exciting careers, too! We're looking for talented individuals who share our passion for quality construction, stylish interiors, and creating communities where families can build a life they'll love.
Why Buffington Homes Stands Out
Experience That Counts: With over 40 years of expertise, Buffington Homes has established itself as a leader in the homebuilding industry across Bentonville, Rogers, Fayetteville, Springdale, and Cave Springs. Our reputation is built on high-quality craftsmanship, innovative designs, and exceptional customer service.
Streamlined, Stress-Free Process: At Buffington Homes, we make homebuilding easy. Homeowners choose from a wide selection of floor plans, then work closely with our in-house designers to personalize every detail. From purchase to move-in, we're there every step of the way to bring their dream home to life.
A Team Like No Other: Our team is our greatest asset. We're a close-knit group who work hard, support each other, and have a blast doing it. We believe in creating a positive work environment where everyone can thrive.
What You'll Love About Working Here:
Comprehensive Health Benefits: Medical, dental, vision, and supplemental health options (including pet insurance) to keep you and your family covered.
Paid Time Off (PTO): Start earning PTO from day one!
401(k) with Employer Matching: Secure your future with our competitive retirement plan.
Paid Holidays: Enjoy paid holidays starting from your first day.
New Home Discount: Special pricing for employees who choose to build their own Buffington home.
Employee Assistance Program (EAP): Access to support services from day one.
Exclusive Discounts: From cars to office supplies, enjoy discounts on a wide range of products.
Profit Sharing: Become eligible for profit-sharing after your first year with us.
Now Hiring: Financial Analyst!
We are currently seeking a Financial Analyst to join our Finance team! This is a salary exempt position with an estimated annual salary of $70,000 - $80,000. Actual pay depends on experience, education, and background.
Your Future Starts Here
At Buffington Homes, we are committed to equal employment opportunities. We celebrate diversity and are dedicated to creating an inclusive environment for all employees.
Ready to build a career with Buffington Homes? We can't wait to welcome you home to our family! Apply today and start your journey with one of the best homebuilders in Northwest Arkansas.
All job offers are contingent upon passing a background check and/or drug screening.
Corporate Finance IB Senior Analyst
Finance advisor job in Saint Louis, MO
JOB SUMMARYThe Senior Analyst of our Corporate Finance Team (Investment Banking) team, will play a crucial role in providing financial advisory and analysis services to our clients across various industries. This position requires a strong foundation in corporate finance, financial modeling, and analytical skills. You will work closely with our team of professionals to deliver valuable financial insights and support our clients in making informed decisions.
Candidates must reside in St. Louis or surrounding areas.
Conduct advanced financial analysis, including complex financial modeling, valuation, and due diligence for a wide range of investment opportunities
Lead and manage transaction processes, including mergers and acquisitions, capital raising, and financial restructuring, from start to finish. Coordinate with cross-functional teams to ensure successful deal execution
Build and maintain strong client relationships by serving as a primary point of contact, providing strategic advice, and addressing client inquiries throughout the engagement
Stay updated on industry trends, market conditions, and competitor data, and use this information to provide clients with valuable insights and strategic recommendations
Mentor and provide guidance to junior analysts, delegating tasks, and fostering their professional development
Ensure compliance with all relevant financial regulations and reporting requirements throughout the transaction process
Prepare and review complex financial reports, information memorandums, presentations, pitch books, and transaction documents, ensuring accuracy and clarity
Identify potential risks and opportunities during due diligence and develop strategies to mitigate risks and optimize deal structures
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in finance, economics, or a related field
2 - 4 years of experience in investment banking, corporate finance, credit, or a related role
Exceptional communication, presentation, financial modeling and analytical skills
Preferred education and experience
Any FINRA licenses including, SIE, Series 7, 79, 63
Capital markets modeling prep courses, trainings, certifications, etc.
Other industry specific designations, for example, CFA or CAIA, or progress towards
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyRetail Banking Intern - Summer 2026
Finance advisor job in Lees Summit, MO
As a Retail Intern, you will be exposed to the different functional areas of the Retail Teams and will assist with various Retail projects that support Central Bank's sales and operational initiatives. In addition, you will collaborate with other summer interns on a group project, while having the opportunity to immerse yourself in Central Bank through job shadowing, lunch & learns, executive panels, professional development, and volunteer & social activities.
Summer Internship Program Dates:
* June 1st, 2026 - July 31st, 2026
* Schedule: Monday - Thursday 8:00am - 5:00pm
Duties & Responsibilities:
* Collaborate with Retail Leadership Team to build, plan and execute sales campaigns for the Retail Centers.
* Shadow Retail Analyst functions to gain foundational knowledge of key processes for sales reporting.
* Observe the day-to-day functions of the Retail Internal Auditor and take part in an onsite audit.
* Participate in the implementation of a Bank@Work event for Commercial Customers with the Strategic Initiatives Manager.
* Shadow various Retail functions to gain foundational knowledge.
* Perform other duties as assigned.
Work Environment:
The work environment characteristics described here are representative of those an associate may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is normally performed in a typical interior/office work environment. The individual experiences little discomfort from noise, dust or other factors. Prolonged standing (5- 8 hours per day) may be required. May be exposed to potentially hazardous condition, i.e. robbery. Receives detailed instructions and procedures to be followed to minimize the exposure. Must maintain a valid driver's license and be able to travel as needed throughout the Central Bank of the Midwest footprint. Any required travel is typically completed within normal business hours.
Education & Experience Requirements:
* High school education or equivalent.
* Enrolled in a four (4) year institution of higher learning majoring in Business, Human Resources or related field
Knowledge, Skills and Abilities:
* Self-starter with high degree of achievement orientation and desire to learn.
* Excellent written and verbal communication skills
* Ability to multitask and prioritize multiple projects with competing deadlines.
* Must possess good judgment skills and the ability to handle confidential information.
* Strong attention to detail.
* Proficiency in Microsoft Office
Financial Analyst Intern
Finance advisor job in Jonesboro, AR
Want to become the best version of yourself? At Rabobank you work on your personal development and contribute to the world around you. You get to focus on your own growth in an environment in which you continue to learn. In addition, you can also expect:
An internship allowance of EUR 500 (senior secondary vocational education) or EUR 600 (higher professional education/university) gross per month based on a 36-hour week.
Personal guidance
A professional working and learning environment
An internship community and inspiring events
Job TitleFinancial Analyst InternJob Description
Financial Analyst Intern
Do you have a passion for Agriculture and a desire to make a difference in the world? Do you want to work for an organization that cares for its people and encourages you to be your best? Then consider joining the team at Rabobank, where we work collaboratively as a team for our clients as they focus on feeding the world, all while allowing you the flexibility to live a live you enjoy.
Our Shared Future
“I love how everyone at Rabo immediately welcomed me like I was family. All the staff was beyond helpful and always felt approachable when I had questions.”
Financial Analyst Intern
You and Your Job:
The Financial Analyst Intern position is responsible to participate in the internship program and required to work 40 hours/week. As a Financial Analyst intern, you will have the opportunity to participate in many of the following:
Develop an understanding about possible loan structures, credit products and how they are used.
Direct experience in day-to-day tasks of a Financial Analyst, which includes but not limited to, sourcing of loan documents, creating covenants and imaging source documents.
Opportunities to actively participate in team meetings and use RAF technologies, like Teams calls and chats
Experience with financial spreading and financial statement analysis.
Work cross-functionally with other areas of the CRT team and participate in rotations within other valuable functions to be exposed to all aspects of managing a client's portfolio. This includes relationship management, ride-alongs to clients, loan reviews, underwriting, appraisals, among other areas.
Researching and following up on loan delinquencies.
Participation in a summer long project where there will be an opportunity to present to leadership and the local team.
Willingness to travel 10-15% at times.
Your Promise to Us:
To be considered for the Financial Analyst Intern role, you must have:
Strong written and oral communication and comprehension skills.
Ability to manage time effectively and handle multiple projects at one time.
Quick learner who can work well in teams, but also a self-starter who can work individually with minimal supervision.
Knowledge or experience in agriculture, preferred
Pursuing a Bachelor's degree in Ag Business, Finance, Accounting, Economics or related major.
Minimum GPA of 3.0 on a 4.0 scale required.
Our Commitment to You
Rabobank embraces diversity and welcomes employees and applicants of all backgrounds. Our goal is to always create an environment that is inclusive, drawing upon the strengths of the diversity of our workforce to exceed the expectation so four clients and customers.
Internship Overview:
Rabobank's internship program is designed to provide a mutually beneficial relationship and growth opportunity for Rabobank and collegiate students. This experiential learning opportunity provides practical application and skills development in a professional environment and is aligned with Rabobank's commitment to recruit top talent in the communities we serve. While employed as a summer intern, students will have the opportunity to prove their ability to learn and demonstrate key skills that will make them successful at Rabobank. To aid in this endeavor, students will be matched with a mentor and provided the necessary professional development opportunities to achieve their goals. The internship will be a full time, 10 week, paid program.
Our Organization:
As a financial services provider for leading U.S. farmers and ranchers, Rabo AgriFinance adds value through industry expertise, client-focused solutions, and long-term business relationships. Rabo AgriFinance offers a comprehensive portfolio of services to prepare producers to take advantage of market opportunities and mitigate risk. Our suite of services includes loans, lines of credit, insurance, input financing, equipment leasing and risk management products. Rabo AgriFinance is a subsidiary of Rabobank, one of the world's largest and most secure banks, and the premier lender in the food and global agriculture industry. See, ************************
Salary Expectations:
Target Hiring Range: $24 - $28/hour (Dependent on year and academic standing)
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular position includes all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
Investment Internship 2026-2027
Finance advisor job in Jefferson City, MO
As one of the largest institutional investors in the Unted States, The Missouri Local Government Employees Retirement System (LAGERS) is responsible for strategically managing a $11 billion portfolio that helps support the retirement security of Missouri's local government workers. Leveraging a multi-asset investment strategy, including public and private equity, public fixed income, private credit, real estate, infrastructure, natural resources and hedge funds, LAGERS strives to deliver steady, long-tern returns that help Missouri's local government employers provide secure, financially sustainable retirement benefit for their employees.
The LAGERS paid investment internship program is an immersive, hands-on experience for intellectually curious and analytically driven students interested in financial investment, risk, and strategy. You will gain deep exposure to market research, financial modeling, and quantitative analysis, supporting real-world investment decisions and due diligence. Working directly with LAGERS investment team, you will sharpen your problem-solving skills and develop a strong awareness of market trends across various asset classes. Motivated individuals who are detail-oriented, adaptable, and demonstrate strong communication and teamwork skills apply now.
What you will do:
Research and Analysis: Conducts analysis of investment strategies and vehicles across equities, fixed income, real estate, private equity, and alternative investments.
Due Diligence: Supports the IMR team in conducting qualitative and quantitative due diligence on potential investment opportunities.
Portfolio Management Support: Assists in monitoring the performance of existing investments, updating and maintaining databases, and ensuring data accuracy and integrity for effective decision-making.
Financial Modeling: Updates existing financial models and communicates with the investment team the results.
Reporting: Prepares reports and presentations for both internal and external stakeholders, summarizing research findings, investment strategies, and performance metrics.
Market Monitoring: Stays updated on market trends and economic developments that could impact the fund's investments.
Collaboration: Works closely with the investment team to support the implementation of investment strategies.
What makes you a great fit:
You are a motivated university student motivated university student with a keen interest in institutional investing who anticipates graduating by the spring of 2027. (UPDATED)
You thrive in an in-person, team orientated environment and are eager to contribute.
You are available at least 15 hours per week, with flexibility around your classes.
You are driven to grow, eager to sharpen your skills, and ready to dive deep into the world of investment management.
Pursuing a CFA or CAIA certification or a career in business, finance, or analytics and this internship is ideal for you!
Location: LAGERS office is in Jefferson City, MO, a convenient 30-minute drive from Columbia or 20-minute drive from Fulton. Salary: $25.00 per hour
Recruitment Schedule:
Interviews with best fit candidates will be conducted throughout the recruitment schedule.
Tentative application deadline is October 31, 2025.
As part of our application process, it is required that each applicant must complete a Culture Index Survey. The survey is a 2-question survey which will take 5-8 minutes to complete. For full consideration, both your application and survey must be submitted. After you apply, the link will be emailed to you or after you apply click the link. ****************************************