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Experienced Financial Advisors, Agents, and Financial Professionals - New York Life Insurance - Rale
New York Life 4.5
Finance advisor job in Fayetteville, NC
Job DescriptionAre you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life. Is your practice growing? Want to be part of a stable, dependable company? Looking for new opportunities to expand your market? Interested in offering new products or services? It's all built on a strong foundation. Whether you specialize in fee-based financial planning,¹ business succession, or protecting growing families, our record of financial strength and integrity is built to support you. We're one of only two life insurers currently awarded the highest ratings for financial strength from all four major credit ratings agencies.² We're committed to our field force. That means you'll have the guidance, support, and resources you need to do what you do best-serve your clients. Our managers are here to support your success, not compete with you for sales. Our agents are leaders in the industry. As of 2023, New York Life has led the Million Dollar Round Table (MDRT) in membership for 69 consecutive years. For over 20 years, we have also led in MDRT's top-tier categories, Court of the Table, and Top of the Table.³ You'll be able to network productively among your peers and learn firsthand from agents at the top of the industry. Build the financial practice you envision. We believe in investing in our agents, helping them achieve their goals, and positioning them to positively impact the individuals, families, and businesses they serve. We're here to support you with your current markets and help you break into new areas of interest and opportunity. New York Life has a number of dedicated teams that focus solely on helping our agents and their clients. New York Life and our subsidiaries offer a full selection of whole life, term life, universal life, variable universal life,⁴ and survivorship products, along with variable⁴ and fixed annuities, and long term care and individual disability insurance. In addition, our agents have the opportunity to expand their practices through New York Life's subsidiaries and organizations. NYLIFE Securities LLC NYLIFE Securities LLC, member of FINRA and SIPC, a licensed insurance agency, is a wholly owned subsidiary of New York Life Insurance Company that provides competitive offers investment products and services to meet clients' varied and changing needs. Properly licensed registered representatives of NYLIFE Securities LLC have access to variable life and annuity products, mutual funds, and brokerage account services. Eagle Strategies LLC Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, is a registered investment adviser dedicated to providing clients with comprehensive financial planning and other investment advisory services. Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice they envision, and deliver the financial advice and services that are best suited to meet their clients' needs. The Nautilus Group The Nautilus Group is an exclusive membership based resource accessible to an elite group of approximately 200 experienced New York Life agents who are insurance and financial industry leaders and are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: family protection, estate and legacy planning, business succession and exit planning,executive benefits and philanthropy. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' sophisticated financial objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis and experienced financial insight. Note: Nautilus Members must qualify and pay a fee for this service. The Nautilus Group is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any strategies. Advanced Planning Group A team of over 30 professionals with credentials in law, accounting, insurance, and financial services. We help agents identify, and develop large life cases in the advanced markets. Available across the country for in-person or virtual meetings to analyze and support a variety of wealth strategies and planning objectives in these key areas: Business protection and succession Nonqualified executive benefit strategies Tax diversification and reduction strategies Wealth transfer and distribution strategies Transnational planning (non-U.S. citizen) Estate tax mitigation Asset protection Charitable giving strategies The Advanced Planning Group does not provide tax, legal, or accounting advice, and clients are advised to consult with their own advisors for tax, legal, and accounting advice Underwriting New York Life's underwriting team is constantly developing innovative underwriting solutions to help make the purchasing experience smoother for our financial professionals and their clients. Our experienced team of underwriters and medical directors is easily accessible and will help you make good business decisions. Cultural and Target Markets The world is a dynamic and diverse place, and our team is ready to help financial professionals service the needs of all their clients. This team of professionals provides support for agents working in the African American, Chinese American, Korean American, Latino, LGBT Q+, South Asian American, Vietnamese American, Women's, and Young Professionals Markets. This team offers select in-language materials and culturally relevant marketing and prospecting tools. New York Life Insurance Company University (NYLIC U) Our training program is among the best in the industry and provides opportunities for career-long learning. You can sharpen your skills, stay on top of industry issues, and grow and maintain your business. Learning options include distance e-learning, online courses, virtual classrooms, and traditional classrooms. Through New York Life's exclusive Practice Model learning paths, you can specialize in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning while pursuing industry designations such as Financial Services Certified Professional (FSCP ), Chartered Financial Consultant (ChFC ), Retirement Income Certified Professional (RICP ), or even Wealth Management Certified Professional (WMCP ). We cover the tuition cost of these designations for qualifying, participating agents.⁵ Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.⁶ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁷ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.² A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer.⁸ Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients.⁹ 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰ Offered by financial advisors for Eagle Strategies LLC. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. MDRT data as of July 2023. Offered by properly licensed registered representatives through NYLIFE Securities LLC, member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life Company. Tuition reimbursement is only available for American College courses. The Company reimburses eligible, participating agents with 100% of the cost of the following courses: FSCP , ChFC , RICP , and WMCP . The Company's tuition reimbursement policy is subject to change. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. A full list of our awards is available here: *************************************************************** All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
$115.9k yearly 14d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Fayetteville, NC
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 60d+ ago
Financial Advisor - Raleigh, NC
Thrivent Financial for Lutherans 4.4
Finance advisor job in Apex, NC
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$52k-103k yearly est. Auto-Apply 60d+ ago
Financial Solutions Advisor II - Raleigh/Durham Market
Bank of America 4.7
Finance advisor job in Holly Springs, NC
Raleigh, North Carolina;Chapel Hill, North Carolina; Raleigh, North Carolina; Holly Springs, North Carolina; Raleigh, North Carolina **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 (**************************************************************************************************************************** **:** 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! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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 **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.
$57k-95k yearly est. 35d ago
Finance & Budget Analyst
Methodist University 4.1
Finance advisor job in Fayetteville, NC
Job Details Methodist University Location - Fayetteville, NC Full Time StaffDescription The Finance & Budget Analyst is responsible for analyzing and monitoring financial and budgetary data, developing and implementing the University budget under the direction of the AVP of Finance/Controller, providing budgetary training and consulting to University administrators, assisting with the daily operations of the Controller's Office, to include procurement and miscellaneous financial analysis projects. This position requires excellent analytical skills, critical thinking skills and the ability to work both independently and collaboratively. Supervision Received and Exercised: Receives direction from the AVP of Finance/Controller, CFO, and higher level staff as appropriate. Responsibilities include, but may not be limited to: Developing, reviewing, implementing and monitoring the University's annual budget, to include multi-year projections and forecasts Assists in preparing operational budgets for individual University departments Perform budget analysis which requires interpreting complex data and information and closely monitoring and reviewing budgeted revenues and expenditures to ensure conformance with budgetary provisions throughout year Compiles data and prepares reports, including, but not limited to, revenue and cost analyzes, cost/benefit analyzes, monthly VP reports on current budget status Conducts variance analyzes and investigates variances Present and communicate analysis findings in a clear and concise manner Provide periodic status reports with emphasis on year end balances Make recommendations for necessary changes Provide full scope of financial support to employees who work with and manage departmental budgets Participates in development of and/or revisions to University policies and procedures relating to budgeting Communicates and administers University policies and procedures relating to budget functions Provides training to University employees in regards to budgeting policies and procedures Review and communicate any recommended changes to the Chart of Accounts to the AVP of Finance/Controller Provides technical advice and assistance to university departments in implementation of new processes involving budgeting, accounting and procurement services Maintains creation, administration, and dissemination of budget reports through University intra-net portal and budgeting platform Assists and provides training to University employees in regards to budget transfers, or processes budget transfers as appropriate Reviews all requisitions entered by University employees to determine proper coding, compliance with procurement policies and procedures, and availability of budget funds for the expense Responsible for setup and monitoring of projects, tracking costs, and providing reports to management Prepares journal entries, as needed Update monthly processes to ensure accurate and timely reporting Other duties as assigned Qualifications Education & Experience: Bachelor's degree in accounting or finance or equivalent 3-5 years budgetary or accounting experience Requirements: Program leadership and working knowledge of and ability to apply expertise to financial budget and account management functions applicable to assigned programs Thorough knowledge of policies, procedures, and regulations pertaining to assigned programs Accountable for own work results which are reviewed for soundness of judgment Expertise in anticipating, analyzing and defining problem areas, perform preliminary analyses and make appropriate recommendations; write clear and concise analytical comments Ability to prepare related reports and correspondence for higher level review; document and maintain business processes, standards and procedures Ability to implement new planning, data and analytics solution ideas to improve insights, automate or reduce manual work; effectively manage the change that results from the introduction of new technology and processes Experience leading projects Knowledge, Skills & Abilities: Thorough knowledge of principles and practices of budgeting and accounting General knowledge of the fiscal organization of a university Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions Translating or explaining what information means and how it can be used Ability to compose clear and concise reports and correspondence Advanced proficiency in Excel or comparable spreadsheet program Ability to analyze and review the budgets and financial practices of the University Ability to manage multiple work priorities and organize and plan work to meet deadlines Ability to maintain confidentiality and appropriately handle sensitive communications Ability to conduct research and formulate conclusions in relation to generally accepted accounting principles and budgeting functions affecting the University Ability to conduct extensive financial data compilation and query and drill on large volumes of data Ability to analyze data and draw sound conclusions Ability to work with all levels of personnel with excellent leadership, verbal and written communication skills Demonstrated adaptability and ability to manage change Ability to think "out of the box" to solve problems and make processes more efficient Strong attention to detail, accuracy and confidentiality
$45k-53k yearly est. 60d+ ago
Finance Analyst
Cisco Systems, Inc. 4.8
Finance advisor job in Parkton, NC
The application window is expected to close December 20, 2025. Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Members of the Finance organization at select locations will generally be expected to follow a hybrid work model, which includes two days of in-office attendance each week, with limited exceptions. Meet the Team You will work with the Cmpute BE Finance team and business team. We are a small but closely knit integrated team providing amazing learning opportunities (from bookings to P&L to opex based on employee interest and role availability) The Business Entity Finance organization (BEF) partners with leaders in PM and Operational Functions to craft balanced shareholder value through strategic long-range planning, new business development, forecasting and budgeting. Your Impact You will provide financial support for bookings actuals & forecasting process, Qtly financial planning activities, forecast load support in Cloud &Compute BE Finance team. This is a critical support role, and we are looking for someone to dig into the numbers and help us drive insights that we can use to advise business team Responsibilities include: * Work within BE Finance and across the teams to align on key deliverables and initiatives and act as PoC for Software reporting. * Support the Weekly/Monthly/Quarterly close activities, forecasting, variance analysis, reporting, and ad hoc responsibilities. * Weekly software Bookings Analysis for Monthly Forecast * Analyze discount, ASP reporting * Keep track of SW forecast in business tools such as Demantra * Support Quarterly Business Review (QBR) and Long-Range Planning (LRP) package for Business review. * Software and related metrics (AOV, ARR, ATR, iQRR, RPO) and other metrics as needed for corporate reporting * Work with Product management, revenue recognition and finance teams for pricing review for new PIDs and existing PIDs * Understand reporting requirement and create dashboards for analytical purpose (using Python, Power BI, Tableau etc) * You have a confirmed ability to work with and optimally influence business partners at multiple levels. An outstanding combination of analytical and interpersonal skills to figure out the story behind numbers in a really short time. Our business counterparts look to us for guidance as we try and predict the business in the coming months. Being highly motivated, a self-starter, working independently, and thinking critically are essential. Minimum Requirements: * Bachelor's degree in finance or Business-related field with 5+ years related Finance experience, with a particular focus on operational / business partner support. * Ability to manage large complex data sets in PowerPivot, Access, PowerBI, Tableau, Python or other tools. * Solid analytical and creativity skills, ability to assimilate multiple data-points into a consolidated and comprehensive work product with reasonable assumptions. * Able to prioritize and re-prioritize as needed in a dynamic work environment. Some weeks are hectic in finance world due to reporting requirements. * Knowledge of financial systems (Hyperion, Essbase, FINBI, Business Objects, Demantra) Preferred Requirements * Process orientated and can build capacity through process innovation / automation Why Cisco? At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint. Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere. We are Cisco, and our power starts with you. Message to applicants applying to work in the U.S. and/or Canada: The starting salary range posted for this position is $98,300.00 to $127,800.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits. Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process. U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time. U.S. employees are eligible for paid time away as described below, subject to Cisco's policies: * 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees * 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco * Non-exempt employees receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees * Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations) * 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next * Additional paid time away may be requested to deal with critical or emergency issues for family members * Optional 10 paid days per full calendar year to volunteer For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies. Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows: * .75% of incentive target for each 1% of revenue attainment up to 50% of quota; * 1.5% of incentive target for each 1% of attainment between 50% and 75%; * 1% of incentive target for each 1% of attainment between 75% and 100%; and * Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation. For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid. The applicable full salary ranges for this position, by specific state, are listed below: New York City Metro Area: $118,400.00 - $176,900.00 Non-Metro New York state & Washington state: $105,400.00 - $157,500.00 * For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined. Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
$118.4k-176.9k yearly 29d ago
J.P. Morgan Wealth Management - Private Client Advisor - Pittsboro, NC
Jpmorgan Chase 4.8
Finance advisor job in Pittsboro, NC
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 Advisor in 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 Financial Advisor 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
$48k-94k yearly est. 60d+ ago
Financial Services Advisor
Ancora Education 3.6
Finance advisor job in Fayetteville, NC
The Financial Service Officer effectively counsels students and parents on the availability of Title IV Programs to achieve their educational goals within federal guidelines. The Financial Service Officer is someone who can assist and answer questions regarding a student's financial aid package and student payments. The Financial Service Officer provides guidance and assistance to Centralized Financial Services and Student Accounts to ensure that students are packaged in a timely manner and within compliance standards. The Financial Services Officer will work directly with Centralized Financial Services, Student Accounts and Executive Director to develop improvements to the overall quality and environment of the Financial Aid Office at Ancora Education. KEY RESPONSIBILITIES Counsel incoming, continuing, and reentry students on the availability of Title IV funds and resources to cover their tuition and living costs Answer student questions regarding completion of the Federal Application for Federal Student Aid and Direct Loan Entrance Counseling Resolve conflicting information that is identified between Financial Aid Documents as well as other student files within the Institution Effectively communicate with Admissions to ensure future registrations have obtained appropriate documentation for packaging Ensure files are uploaded into the campus operating system Provide updates to Centralized Financial Services and the Executive Director on students who have not submitted documentation or required paperwork to receive Title IV funding Counsel students and parents regarding title IV programs and student payments Collection and posting of student payment plans Establish timelines and payment plans to bring students current on outstanding account balance Effectively use and track activities in CampusNexus Other duties as assigned Assist students with the completion and apply for all Non-Title IV fund sources including but not limited to VA Funding, State Grants, and scholarships. MINIMUM REQUIREMENTS High School Diploma (GED acceptable) from an academic institution accredited by a regional or national accrediting agency that is recognized by the U.S. Department of Education 1 year of experience in customer service related field Ability to multitask while maintaining organization Candid, honest, respectful communication skills (both verbal and written) Experience using Google Office Highest levels of integrity, trust, respect, and professionalism, with ability and willingness to handle sensitive and confidential situations and documentation Must be current on any student loans PREFERRED QUALIFICATIONS 1 year prior experience in financial aid /loan servicing/collections Experience with CampusNexus Software Associate's degree or higher from an academic institution accredited by a regional or national accrediting agency that is recognized by the U.S. Department of Education Ancora Education is committed to creating a diverse and inclusive work environment. We are an equal opportunity employer that maintains a policy of nondiscrimination with respect to all employees and applicants for employment. All employment decisions are made without regard to individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.
$45k-79k yearly est. Auto-Apply 60d+ ago
Financial Analyst
City of Fayetteville, Nc 3.7
Finance advisor job in Fayetteville, NC
Click here to meet some of the City's "CAN DO" employees. OPEN UNTIL FILLED Hiring Range: $61,222 - $78,058/Year D.O.Q. INCOMPLETE APPLICATIONS WILL NOT BE PROCESSED. . The City of Fayetteville is currently recruiting for a Financial Analyst to perform research and analysis to support financial processes such as special revenue and capital project fund accounting, year-end close out, audit process, and financial and grant reporting. * Monitor annual operating funds of assigned departments, compile quarterly transaction reports; monitor and analyze revenues to ensure timely billings; and prepare revenue/expenditure reports. * Assist departments and other divisions within the Finance department with ad hoc analysis reviews and financial accounting questions and reporting; provide training as needed. * Administer special revenue and capital project funds of assigned departments, grant compliance and external agency reporting, and fixed assets; monitor budgets, expenditures, revenues and receivables; and prepare transaction detail reports for review; ensure grant eligibility and compliance. * Make modifications to the City's financial reporting system, as needed, for the proper fund reporting of multi-year and special revenue projects and for classification in the Comprehensive Annual Financial Report (CAFR) and Annual Financial Information Report (AFIR). * Participate in the preparation of fiscal year-end reporting and audit processes to include the CAFR, the AFIR, and other complex financial reports to meet internal and regulatory requirements. * Assist with the preparation of independent reviews of financial records, reports, organizational, and operational studies. * Compose, compile, prepare, review and present various reports, correspondence and documents of findings and results; maintain related records and files for retention and compliance purposes. * Participate in the development and implementation of goals, objectives, policies, and priorities for the department and for the city; identify resource needs; recommend policies and procedures. * Combine quantitative and qualitative data to administer programs. For a complete job description, click here. Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be: Experience: Four years increasingly responsible experience in accounting, finance, financial administration, or a related field. Training: Equivalent to a Bachelor's degree from an accredited college or university with major course work in accounting, finance, or a related field. LICENSING & CERTIFICATIONS: Required: None. Preferred: None. From the time of closing, the selection process is anticipated to last 4 - 6 weeks. The process will consist of a panel interview with the selected candidate being subject to a pre-employment drug screen, background check and driving history check. An Equal Opportunity Employer
$61.2k-78.1k yearly 7d ago
Cost (Controlling) Analyst
Schindler 4.8
Finance advisor job in Clinton, NC
We Elevate... Quality of urban life Our elevators, escalators, and moving walks safely transport more than two billion of us up and down buildings and across transportation hubs every day. As part of the Schindler team, you'll discover meaningful work that enhances quality of life for communities, and contribute to making places more accessible, inclusive, and sustainable for all. By joining us, you don't just become part of our success story; you help shape the future and continue our rich legacy that started back in 1874. Join us as a Cost (Controlling) Analyst Your main responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to the following. The Company reserves the right to add to, delete, change or modify the essential duties and responsibilities at any time. All work is to be completed with minimum supervision and in accordance with Company standards. Other duties may be assigned. A Controlling Analyst is a position assisting in managing the accounting and financial control activities of Clinton Plant, which provides information and advice to support the company's strategy and day-to-day management; review and control existing processes to meet the Company's internal control requirements. The objective of a controlling analyst includes: * Provide in-depth analysis regarding daily financial and operational management * Support and monitor the internal control process related to financial results (such as: inventory, purchasing, production efficiency, etc.) * Support the control of product profitibality and cost * Support the monthly closing, financial reports preparation, and budget planning of the plant * System support (for example, Enterprise Resource Planning system) * Maintain close working relationship with Plant operation team to coordinate plant objectives and financial requirements, and to evaluate financial impact of current/future activities * Complete other tasks as requested by the Plant Controller * Provide financial support to the projects of company/ other departments What you bring * Candidate must possess strong background in supply chain operations, cost accounting, and communication, * Continuous learning mindset and capability of product knowhow pick-up. * Experience using SAP with emphasis on product costing is a plus. * Familiar with manufacturing operations and sourcing process. * Highly motivated, detail oriented, self-directed individual with strong interpersonal skills. * Excellent analytical and problem-solving skills. * Advanced excel capabilities. * Ability to lead and influence others. * EDUCATION and/or EXPERIENCE Bachelor's degree in Accounting. A least 2 years of experience in the manufacturing environment (experience including cost standards developing, Routings, Bill of Materials, would be a plus). LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, financial reports, legal documents, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees and customers. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference, Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. COMPUTER SKILLS Microsoft Word and Excel experience is a must. Microsoft PowerPoint, SAP, Lotus Notes would be a plus. What's in it for you? * Fully vested 401k match, up to 7% of total eligible compensation. * Competitive Medical, Dental and Vision Plans - Effective from first day of hire. * 3 weeks' vacation which increases with tenure, 7 sick days, 3 floating holidays and 8 Company Observed Holidays. * Tuition Reimbursement - Eligible after 6 months of service. * Parental Leave - 100% base pay for 6 consecutive weeks within first year of a child's birth or adoption. * A wide range of development opportunities to boost your professional and leadership growth. We Elevate… Your Career Become part of our team, help us enhance quality of life and drive innovation while raising the bar for safety and sustainability. We value your diverse skills and perspectives as together we shape the sustainable cities of today and tomorrow. Don't meet every single requirement? If you're excited about this role but your experience doesn't align perfectly with the qualifications listed in the job description, we encourage you to apply anyway! You may just be the right candidate for this or other roles! Are you ready to embark on a new journey? Join #TeamSchindler! Our Core Values: * Safety: Uphold the highest safety standards for all. * Integrity and Trust: Foster honest, ethical relationships. * Create Value for the Customer: Deliver innovative, reliable solutions. * Quality: Ensure excellence in every product and service. * Commitment to People Development: Nurture our people, they are the heart of our success. Discover more on our career website. At Schindler Group we value inclusion and diversity, and practice equity to create equal opportunities for all. We endeavor that all qualified applicants will receive consideration for employment without regard to age, race, ethnic background, color, religious affiliation, union affiliation, gender, gender identity, sexual orientation, marital status, national origin, nationality, genetics and health, disability or veteran status. Any unsolicited application from Recruitment Agencies is deemed to be rejected and does not constitute in any manner an offer from a Recruitment Agency. We Elevate
$56k-77k yearly est. 44d ago
Senior Acquisition Analyst
Usfalcon, Inc. 4.3
Finance advisor job in Fayetteville, NC
We have an exciting opportunity to join us in supporting one of our valued customers as a Senior Acquisition Analyst supporting United States Special Operations Command (USSOCOM) and Special Operations Forces (SOF). Various locations: Fort Belvoir, VA; Fort Bragg, NC; Lexington, KY; Fort Eustis, VA; Natick, MA * This position is contingent upon a contract award* Essential Duties: * Provides legal review/contract award support to Natick contracting in support of the APM for Next Generation Information & Awareness. Required Qualifications: * Expert knowledge of Other Transaction Agreements (OTA) is critical to reviews. * 16+ years of relevant experience, including unmanned systems integration. * Excellent communication, technical writing, and presentation skills. * Familiarity with DoD acquisition lifecycle and rapid prototyping processes. * Prior experience supporting USSOCOM, SOF AT&L, or other SOF components. (preferred). Education: Bachelor's or Master's degree in a related field Required Clearance: TS/SCI Travel: TBD Why Join USfalcon? * Mission-Focused Culture - Join a company deeply embedded in supporting defense, aerospace, and federal initiatives. * Career Growth & Development - Access training, mentorship, and advancement opportunities within a growing mid-tier defense contractor. * Trusted Industry Partner - Be part of a company with nearly 30 years of continuous service to DoD and federal clients.
$61k-79k yearly est. 60d+ ago
Financial Analyst
Xecutive Recruitment
Finance advisor job in Pinehurst, NC
, permanent Financial Analyst Xecutive Recruitment Inc is a leading recruitment agency based in Pinehurst, NC. We specialize in providing top-notch talent to various industries, including finance, accounting, and business operations. Our team is dedicated to helping our clients achieve their business goals by finding the best candidates for their specific needs. Job Overview: We are seeking a highly skilled and motivated Financial Analyst to join our team. The ideal candidate will have a strong background in finance and accounting, with a keen eye for detail and strong analytical skills. In this role, you will be responsible for conducting financial analysis, forecasting, and budgeting to support decision-making processes for our clients. Key Responsibilities: - Conduct financial analysis and reporting for our clients, including financial statements, budgeting, and forecasting. - Analyze financial data to identify trends, variances, and opportunities for improvement. - Develop financial models and projections to support business decisions. - Collaborate with various departments to gather and analyze financial data. - Prepare and present financial reports to senior management and clients. - Monitor and track financial performance against budget and forecast. - Identify and recommend cost-saving opportunities to improve financial performance. - Stay up-to-date with industry trends and regulations to ensure compliance. - Assist in the development and implementation of financial policies and procedures. - Participate in special projects and ad-hoc analysis as needed. Qualifications: - Bachelor's degree in Finance, Accounting, or related field. - Minimum of 3-5 years of experience in financial analysis or related field. - Strong understanding of financial statements and financial analysis techniques. - Proficient in financial modeling and forecasting. - Advanced Excel skills and experience with financial software. - Excellent analytical and problem-solving skills. - Strong attention to detail and accuracy. - Excellent communication and presentation skills. - Ability to work independently and in a team environment. - CPA or CFA certification is a plus. We Offer: - Competitive salary and benefits package. - Opportunity for growth and advancement within the company. - A dynamic and collaborative work environment. - Training and development opportunities. - Work-life balance and flexible work arrangements. If you are a highly motivated and analytical individual with a passion for finance, we would love to hear from you. Join our team at Xecutive Recruitment Inc and take your career to the next level. Apply now!
$50k-75k yearly est. 60d+ ago
Financial Analyst
Pinehurst Medical 4.3
Finance advisor job in Pinehurst, NC
Pinehurst Medical Clinic (PMC) PMC is a recognized healthcare provider in the communities of Moore County, Lee County, Cumberland County, Chatham County, and the surrounding six counties. Locally owned and managed, PMC offers a broad range of primary and specialty care services to the communities we serve. The physicians and healthcare team of professionals at PMC share a commitment to patient-centered care that is physician-led and utilizes the latest advances in medical technology. This combination of leading-edge medicine and deep compassion for the people we serve has been a hallmark of PMC since 1952. PMC consists of over 130 providers, approximately 750 employees, and 16 locations. Benefits to support you and your family: PMC is proud to support the total health and well-being of our team members so they can thrive personally and professionally. That's why, as part of the PMC team, you'll have a package of benefits that covers your health, well-being, family, and future. For more information regarding our benefits, click here to view our benefits overview guide. What will you do as a PMC Financial Analyst The Financial Analyst supports the financial information needs for Pinehurst Medical Clinic. These needs include, but are not limited to the following: review of department responsibility reports, review of productivity reports, review of statistical reports, and special financial analysis as needed. A day in the life of a PMC Financial Analyst may include: Responsible for the preparation of departmental and provider productivity reports and related analysis of variances to actual results. Provides analytical and consultative support to departmental and service line management and key stakeholders through the evaluation and understanding of how departmental financial & productivity information is integrated into the day-to-day operations of the organization and its service lines. Assist with training various team members on the reports produced. Involved with the numerous ongoing projects relating to the identification of cost saving opportunities, physician resource utilization analysis, quality/cost analysis. Creation and maintenance of various financial and performance dashboards. Engage in the various benchmarking activities and other projects as needed. Other duties as assigned. Required Qualifications Education (Including Licenses and Certifications): Bachelor's degree in Business, Accounting, Finance, Analytics or a related field required or equivalent combination of education and experience. Experience: 1-2 year's experience as a financial analyst or similar role preferably in Health Care. Proficient with Microsoft Office applications including Microsoft Excel & Microsoft SQL server. Skills and Abilities: Understanding of healthcare operations, including clinical workflows, revenue cycle management, and healthcare regulations (e.g., HIPAA). Proficient in software tools such as Microsoft Excel, Microsoft SQL and MicroStrategy or similar. Solid understanding of statistical analysis and data mining techniques. Experience with healthcare data sources, such as EHR systems, claims data, and financial systems. Excellent communication and presentation skills, with the ability to convey complex analytics concepts to non-technical stakeholders. Shift: Day Shift (Monday through Friday) no weekends or holidays Pay Type: Hourly (Non-Exempt) The Pinehurst Medical Clinic is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, 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.
$53k-68k yearly est. Auto-Apply 11d ago
Correspondent Credit Analyst Intern
Southstate Bank
Finance advisor job in Vass, NC
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! It is the responsibility of the Correspondent Credit Analyst Intern to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. This position is responsible for but not limited to supporting the Correspondent Division ARC team and the Commercial Loan Portfolio Management Staff and the Commercial Loan Officers by providing support to Credit Analysts and Sales Officers. ESSENTIAL FUNCTIONS Support sales team by providing client proposals. Performs support for sales for the ARC program. Ensures that all work prepared is timely and turned around within department guidelines and with the utmost accuracy. Helps prepare Rate Conversion Agreements for ARC deals that move to closing. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES Strong analytical skills Quick study and assimilation of complex data Ability to remain focused and task oriented Good written and oral communication skills Attention to Detail Self-Starter who requires minimal supervision Qualifications, Education, and Certification Requirements Education: Must be enrolled and obtaining a bachelor's degree in business, finance, or accounting. Preference is given to rising seniors and juniors. Experience: One to three years related experience and/or training Certifications/Specific Knowledge: Knowledge of Finance, Accounting and Business is recommended to have a good understanding of financial statements and to make industry evaluations. In accordance with Colorado law: Colorado pay for this position is anticipated to be between $0.00 - $0.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 01-04-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.
$28k-41k yearly est. Auto-Apply 9d ago
Financial Analyst Internship
Cascades Inc.
Finance advisor job in Wagram, NC
Welcome to Cascades! At Cascades, sustainable development means respecting the true nature of our 10,000 talents. We put you first: * Progressive remuneration between $45k and $50k, according to your academic background * Weekly Pay * PPE allowance * Bonus if you come back to work with us the next semester * Reimbursement of your tuition fees if you stay with us in permanent employment * Paid exam and professional membership fees * Many opportunities for advancement at Cascades Additional job details: * Address: 19320 Airbase Rd, Wagram, NC 28396, United States * Schedule: This role is 100% on-site, but flexible accommodations will be made for student schedules * Strong potential to convert to a permanent full time role Develop your talents with us Being an intern or student at Cascades is a unique opportunity to define your interests and discover your passion as our new Financial Analyst Internship: * Learn and develop a strong understanding of SAP and financial reporting systems * Support month-end closing activities: journal entries, account reviews, and error resolution * Assist with the Procure-to-Pay (P2P) process and help resolve accounts payable issues * Participate in physical inventory counts and reconciliations * Contribute to monthly variance analysis, financial modeling, and projections * Gain exposure to manufacturing operations and financial performance drivers There's nobody quite like you! You too, put your strengths forward: * Bachelor's Degree in Accounting or Finance (students must be in their final semester) * Coursework: minimum of 6 hours in general accounting, 3 hours in cost/management accounting, and 3 hours in finance * Strong organizational skills and attention to detail * Analytical mindset and problem-solving ability * Initiative and independence in managing tasks and meeting deadlines * Ability to navigate ambiguity and propose solutions * Proficiency in English and Microsoft Office Suite (Excel, Word, PowerPoint) * A strong sense of responsibility and ownership We look forward to meeting you! About Cascades Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner. To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.
$45k-50k yearly 23d ago
Financial Advisor Specializing in Wealth Advisory - New York Life
New York Life 4.5
Finance advisor job in Fayetteville, NC
Job DescriptionAre you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success... What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. New York Life's Wealth Advisory Practice Model¹training program is designed to develop your expertise in helping clients build and manage wealth to meet a wide spectrum of their needs in the areas of protection, retirement, investment, and estate planning. From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career for yourself. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing advisors. What you need to know You'll be on a path to become a financial advisor. Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach. You'll focus in your first 12-18 months on obtaining licensing, earning professional designations and completing the core curriculum. New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Wealth Advisory Practice Model coursework: Licenses: Life, Health², SIE, Series 6 (or 7) and 63 American College Designations: FSCP, ChFC and WMCP Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds³ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,⁴ estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.⁵ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁶ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.⁷ A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer.⁸ Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients.⁹ 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰ Wealth advisory requires affiliation as a financial advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Life and Health licenses are required before a candidate is appointed as an agent for New York Life. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. A full list of our awards is available here: *************************************************************** All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
$115.9k yearly 12d ago
Financial Solutions Advisor - Utah South Market - Spanish Preferred
Bank of America 4.7
Finance advisor job in Linden, NC
Lindon, North Carolina;Provo, Utah; Saratoga Springs, Utah **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 (************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **_Schedule - Monday thru Friday, with rotating Saturdays_** **Required Qualifications** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for **Desired Qualifications** + Bilingual Proficiency - Spanish/English + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + 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.
$57k-95k yearly est. 10d ago
J.P. Morgan Wealth Management - Private Client Advisor - Pittsboro, NC
Jpmorgan Chase & Co 4.8
Finance advisor job in Pittsboro, NC
JobID: 210661211 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 Advisor in 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 Financial Advisor 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.
$48k-94k yearly est. Auto-Apply 60d+ ago
Financial Services Advisor
Ancora Education 3.6
Finance advisor job in Fayetteville, NC
Job Description The Financial Service Officer effectively counsels students and parents on the availability of Title IV Programs to achieve their educational goals within federal guidelines. The Financial Service Officer is someone who can assist and answer questions regarding a student's financial aid package and student payments. The Financial Service Officer provides guidance and assistance to Centralized Financial Services and Student Accounts to ensure that students are packaged in a timely manner and within compliance standards. The Financial Services Officer will work directly with Centralized Financial Services, Student Accounts and Executive Director to develop improvements to the overall quality and environment of the Financial Aid Office at Ancora Education. KEY RESPONSIBILITIES Counsel incoming, continuing, and reentry students on the availability of Title IV funds and resources to cover their tuition and living costs Answer student questions regarding completion of the Federal Application for Federal Student Aid and Direct Loan Entrance Counseling Resolve conflicting information that is identified between Financial Aid Documents as well as other student files within the Institution Effectively communicate with Admissions to ensure future registrations have obtained appropriate documentation for packaging Ensure files are uploaded into the campus operating system Provide updates to Centralized Financial Services and the Executive Director on students who have not submitted documentation or required paperwork to receive Title IV funding Counsel students and parents regarding title IV programs and student payments Collection and posting of student payment plans Establish timelines and payment plans to bring students current on outstanding account balance Effectively use and track activities in CampusNexus Other duties as assigned Assist students with the completion and apply for all Non-Title IV fund sources including but not limited to VA Funding, State Grants, and scholarships. MINIMUM REQUIREMENTS High School Diploma (GED acceptable) from an academic institution accredited by a regional or national accrediting agency that is recognized by the U.S. Department of Education 1 year of experience in customer service related field Ability to multitask while maintaining organization Candid, honest, respectful communication skills (both verbal and written) Experience using Google Office Highest levels of integrity, trust, respect, and professionalism, with ability and willingness to handle sensitive and confidential situations and documentation Must be current on any student loans PREFERRED QUALIFICATIONS 1 year prior experience in financial aid /loan servicing/collections Experience with CampusNexus Software Associate's degree or higher from an academic institution accredited by a regional or national accrediting agency that is recognized by the U.S. Department of Education Ancora Education is committed to creating a diverse and inclusive work environment. We are an equal opportunity employer that maintains a policy of nondiscrimination with respect to all employees and applicants for employment. All employment decisions are made without regard to individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.
$45k-79k yearly est. 26d ago
Financial Analyst
Pinehurst Medical 4.3
Finance advisor job in Pinehurst, NC
Job Description Pinehurst Medical Clinic (PMC) PMC is a recognized healthcare provider in the communities of Moore County, Lee County, Cumberland County, Chatham County, and the surrounding six counties. Locally owned and managed, PMC offers a broad range of primary and specialty care services to the communities we serve. The physicians and healthcare team of professionals at PMC share a commitment to patient-centered care that is physician-led and utilizes the latest advances in medical technology. This combination of leading-edge medicine and deep compassion for the people we serve has been a hallmark of PMC since 1952. PMC consists of over 130 providers, approximately 750 employees, and 16 locations. Benefits to support you and your family: PMC is proud to support the total health and well-being of our team members so they can thrive personally and professionally. That's why, as part of the PMC team, you'll have a package of benefits that covers your health, well-being, family, and future. For more information regarding our benefits, click here to view our benefits overview guide. What will you do as a PMC Financial Analyst The Financial Analyst supports the financial information needs for Pinehurst Medical Clinic. These needs include, but are not limited to the following: review of department responsibility reports, review of productivity reports, review of statistical reports, and special financial analysis as needed. A day in the life of a PMC Financial Analyst may include: Responsible for the preparation of departmental and provider productivity reports and related analysis of variances to actual results. Provides analytical and consultative support to departmental and service line management and key stakeholders through the evaluation and understanding of how departmental financial & productivity information is integrated into the day-to-day operations of the organization and its service lines. Assist with training various team members on the reports produced. Involved with the numerous ongoing projects relating to the identification of cost saving opportunities, physician resource utilization analysis, quality/cost analysis. Creation and maintenance of various financial and performance dashboards. Engage in the various benchmarking activities and other projects as needed. Other duties as assigned. Required Qualifications Education (Including Licenses and Certifications): Bachelor's degree in Business, Accounting, Finance, Analytics or a related field required or equivalent combination of education and experience. Experience: 1-2 year's experience as a financial analyst or similar role preferably in Health Care. Proficient with Microsoft Office applications including Microsoft Excel & Microsoft SQL server. Skills and Abilities: Understanding of healthcare operations, including clinical workflows, revenue cycle management, and healthcare regulations (e.g., HIPAA). Proficient in software tools such as Microsoft Excel, Microsoft SQL and MicroStrategy or similar. Solid understanding of statistical analysis and data mining techniques. Experience with healthcare data sources, such as EHR systems, claims data, and financial systems. Excellent communication and presentation skills, with the ability to convey complex analytics concepts to non-technical stakeholders. Shift: Day Shift (Monday through Friday) no weekends or holidays Pay Type: Hourly (Non-Exempt) The Pinehurst Medical Clinic is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, 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.
$53k-68k yearly est. 11d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Fayetteville, NC?

The average finance advisor in Fayetteville, NC earns between $43,000 and $156,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Fayetteville, NC

$82,000

$43,00010%

$82,000Median

$156,00090%

What are the biggest employers of Finance Advisors in Fayetteville, NC?

The biggest employers of Finance Advisors in Fayetteville, NC are:

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Finance advisor jobs in Fayetteville, NC

Experienced Financial Advisors, Agents, and Financial Professionals - New York Life Insurance - Rale

US Experienced Financial Advisor

Financial Advisor - Raleigh, NC

Financial Solutions Advisor II - Raleigh/Durham Market

Finance & Budget Analyst

Finance Analyst

J.P. Morgan Wealth Management - Private Client Advisor - Pittsboro, NC

Financial Services Advisor

Financial Analyst

Cost (Controlling) Analyst

Senior Acquisition Analyst

Financial Analyst

Financial Analyst

Correspondent Credit Analyst Intern

Financial Analyst Internship

Financial Advisor Specializing in Wealth Advisory - New York Life

Financial Solutions Advisor - Utah South Market - Spanish Preferred

J.P. Morgan Wealth Management - Private Client Advisor - Pittsboro, NC

Financial Services Advisor

Financial Analyst

Learn more about finance advisor jobs

How much does a finance advisor earn in Fayetteville, NC?

What are the biggest employers of Finance Advisors in Fayetteville, NC?