Job Description
River Bank & Trust is looking for a FinancialAdvisor who is prepared to make a difference in the lives of our customers, by providing sound advice regarding their financial planning and needs. This is achieved not only through the bank's commitment to support your success, but also through your community involvement and relationships paired with your professional financial experience.
Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Meet with customers to assess their financial needs and goals
Develop strategies that align with each customer's risk tolerance and financial objective
Offer financial advice which follows a Best Interest standard through the implementation of a variety of financial products and services
Guide the customer through their options and each step towards suitable and risk-appropriate financial decisions
Cultivate and maintain customer relationships, including regular account reviews and community involvement
Maintain and stay updated on regulatory compliance and industry trends
Build and maintain customer relationships, internal referral network, and community involvement
Minimum Qualifications:
Bachelor's degree in finance or related field, preferred
At least 2 years' experience as a FinancialAdvisor or relevant experience
Certifications to include: Alabama Insurance Life and Health License, Series 7, Series 66
Skills, Abilities & Expectations:
This position may require traveling within the region at a minimum. Must have transportation that allows for this.
Knowledge of financial options and products with a willingness to adapt to industry trends
Expertise in financial planning and investment strategies
Be familiar with and follow policy and procedures
Stay abreast of regulatory requirements and industry trends
Ability to maintain composure and professionalism in volatile and high anxiety environments
Ability to exhibit patience, professionalism and calm composure with difficult or agitated customers
Complete annual compliance training applicable to the position
Customer service must be a top priority whether internally or externally
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Ability to analyze financial information and explain market data
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are essential
Willingness to adapt to change
Work within a variety of different financial planning software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work regularly, on time, and withstand varying degrees of stress
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products including: Word, Excel, and Outlook
Physical Demands:
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle, or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbents must attend work regularly, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, good standing, fully competent performance, and other non-discriminatory subjects.
Equal Opportunity Employer Statement:
River Bank & Trust is proud to be an equal-opportunity employer committed to maintaining a diverse and inclusive work environment. We will not discriminate based on race, age, disability, or any other non-merit characteristics when considering qualified applicants/employees for hire, transfers, promotions, terminations, training, or any other opportunities that may arise.
$57k-99k yearly est. 23d ago
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Financial Advisor
Home Bank 4.3
Finance advisor job in Lafayette, LA
PURPOSE OF THE JOB
HB Financial is seeking an experienced FinancialAdvisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships. The individual will also provide exceptional service to prospects and clients of HB Financial in order to pursue client goals and objectives.
MAIN DUTIES OF THE JOB
Interview and advise financial institution customers and prospects to obtain information including financial background and investment goals to develop a customer profile and define appropriate investment strategies. Use financial planning as a tool in uncovering customer needs.
Engage in business development strategies through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling, and other prospecting methods.
Open customer accounts, initiate and confirm customer orders, maintain customer files and records, and prepare all required reports.
Maintain client relationships including but not limited to planning, education, coaching and implementing solutions as needed.
Maintain all information related to customer accounts and affairs of the financial institution in strict confidence.
Attend educational classes and participate in required continuing educational courses available through our broker-dealer or other appropriate channels.
Keep up-to-date regarding changes in services, products, and policies of the bank's broker-dealer.
Refer customers to the financial institution when other products and services of the financial institution may be appropriate.
WHAT YOU WILL NEED TO SUCCEED
A Bachelor's degree - from a four-year College or University; or equivalent experience required.
3+ years industry experience and direct sales experience required. Previous securities sales experience in a banking environment is a strong plus.
Series 7 and appropriate state insurance and investment licenses.
Ability to excel as a member of a wealth management team.
Ability to build relationships with customers and branch personnel.
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
$56k-97k yearly est. Auto-Apply 60d+ ago
Patient Financial Advisor
FMOL Health System 3.6
Finance advisor job in Baton Rouge, LA
The Patient FinancialAdvisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid eligibility/application process; collects patient responsibility for unscheduled insured inpatients and observation patients; and utilizes critical thinking skills to determine the most appropriate resources available to assist patients in need. The Patient FinancialAdvisor will have knowledge of all aspects of the department process from the registration process through billing. The Patient FinancialAdvisor will have knowledge of medical insurances and collections and will assist in resolving issues regarding a patient's ability to pay for services. The Patient FinancialAdvisor reviews available funding sources for which the patient qualifies. The Patient FinancialAdvisor researches patients' account questions and explains payments that have been made on their accounts. The Patient FinancialAdvisor is expected to work independently, manage his/her case load, and require minimal oversight.
* Customer Service
* Educates, screens, and assists patients who do not have valid insurance coverage to enroll in third-party eligibility programs. Interviews qualified patients for potential funding sources, which may include Medicaid, financial assistance programs (FAP), and/or alternative funding sources. Performs all associated functions timely and accurately.
* Educates patient during interview on applicable policies such as point-of-service collection, payment options, and financial assistance. Performs follow up with patient and the Division of Medicaid to ensure appropriate completion of applications and submission of all required documentation. Stays informed on applicable statues, regulations, and Office of Compliance policies that affect assigned tasks.
* Submits Medicaid applications timely and accurately.
* Meets with patients who present as self-pay to obtain valid insurance coverage, if applicable, and/or review prior account information to obtain insurance coverage. Notifies departments of information and updates patient accounts.
* Consistently interacts with sensitivity to patients/their families and is responsive to individual needs. Exhibits excellent customer service and communications skills, with the ability to effectively calm patients and be able to deal with distressed and/or agitated patients and their families.
* Serves as support to patients and their family members to assure customers have access to all available funding.
* Critical Thinking
* Analyzes patient financial condition based on interview and inputs into financial counseling system. Documents all calls, correspondence, and related activities to each patient's account in the correct place using appropriate tools and language. Updates patient accounting information systems.
* Responsible for calculating patient out-of-pocket amounts due and collecting on those amounts for unscheduled inpatient and observation admits having insurance coverage. Utilizes effective critical thinking skills and professional approach when handling these collections situations.
* Maintain complete records of all patients applying for indigent or financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation.
* Verifies and assures all accounts are ready for routing for approval for charity or billing with adequate supporting documentation within the established time frames.
* Demonstrates ability to work independently, be attentive to detail, and ensure work is completed timely and accurately. Works in self-directed manner and requires minimal supervision.
* Demonstrates ability to manage multiple and simultaneous responsibilities and to prioritize duties/tasks.
* Identifies trends that may indicate problem areas and alerts Supervisor/Manager/Director of such. Plays key role in initiating solutions.
* Interpersonal Relations
* Work closely with Case Management (UR) on a daily basis in regard to notification of active Medicaid coverage, authorizations, and changes to Healthy Louisiana Plans; obtains needed authorization and forwards to Utilization Management when received.
* Maintains daily contact with Utilization Management, Business Office, patient Registration, Medical Records, Ancillary departments, various third-party agencies, HMO/PPOs, patients, patient families, physician offices and other outside entities.
* Actively participates in and encourages other to utilize creative and innovative approaches to accomplish tasks.
* Other Duties as Assigned
* Performs other duties as assigned.
Experience: 1 year of experience in financial services, insurance, or billing/patient accounts
Education: Bachelor's Degree
Special Skills/Training:
* Advanced clerical and computer skills judgment
* Analytical skills and communication skills required to accomplish goals in settings that are often sensitive.
* Must be familiar with a variety of funding sources and eligibility and must possess a thorough understanding of hospital billing.
$66k-126k yearly est. 27d ago
Patient Financial Advisor
Franciscan Missionaries of Our Lady University 4.0
Finance advisor job in Baton Rouge, LA
The Patient FinancialAdvisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid eligibility/application process; collects patient responsibility for unscheduled insured inpatients and observation patients; and utilizes critical thinking skills to determine the most appropriate resources available to assist patients in need. The Patient FinancialAdvisor will have knowledge of all aspects of the department process from the registration process through billing. The Patient FinancialAdvisor will have knowledge of medical insurances and collections and will assist in resolving issues regarding a patient's ability to pay for services. The Patient FinancialAdvisor reviews available funding sources for which the patient qualifies. The Patient FinancialAdvisor researches patients' account questions and explains payments that have been made on their accounts. The Patient FinancialAdvisor is expected to work independently, manage his/her case load, and require minimal oversight.
Responsibilities
* Customer Service
* Educates, screens, and assists patients who do not have valid insurance coverage to enroll in third-party eligibility programs. Interviews qualified patients for potential funding sources, which may include Medicaid, financial assistance programs (FAP), and/or alternative funding sources. Performs all associated functions timely and accurately.
* Educates patient during interview on applicable policies such as point-of-service collection, payment options, and financial assistance. Performs follow up with patient and the Division of Medicaid to ensure appropriate completion of applications and submission of all required documentation. Stays informed on applicable statues, regulations, and Office of Compliance policies that affect assigned tasks.
* Submits Medicaid applications timely and accurately.
* Meets with patients who present as self-pay to obtain valid insurance coverage, if applicable, and/or review prior account information to obtain insurance coverage. Notifies departments of information and updates patient accounts.
* Consistently interacts with sensitivity to patients/their families and is responsive to individual needs. Exhibits excellent customer service and communications skills, with the ability to effectively calm patients and be able to deal with distressed and/or agitated patients and their families.
* Serves as support to patients and their family members to assure customers have access to all available funding.
* Critical Thinking
* Analyzes patient financial condition based on interview and inputs into financial counseling system. Documents all calls, correspondence, and related activities to each patient's account in the correct place using appropriate tools and language. Updates patient accounting information systems.
* Responsible for calculating patient out-of-pocket amounts due and collecting on those amounts for unscheduled inpatient and observation admits having insurance coverage. Utilizes effective critical thinking skills and professional approach when handling these collections situations.
* Maintain complete records of all patients applying for indigent or financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation.
* Verifies and assures all accounts are ready for routing for approval for charity or billing with adequate supporting documentation within the established time frames.
* Demonstrates ability to work independently, be attentive to detail, and ensure work is completed timely and accurately. Works in self-directed manner and requires minimal supervision.
* Demonstrates ability to manage multiple and simultaneous responsibilities and to prioritize duties/tasks.
* Identifies trends that may indicate problem areas and alerts Supervisor/Manager/Director of such. Plays key role in initiating solutions.
* Interpersonal Relations
* Work closely with Case Management (UR) on a daily basis in regard to notification of active Medicaid coverage, authorizations, and changes to Healthy Louisiana Plans; obtains needed authorization and forwards to Utilization Management when received.
* Maintains daily contact with Utilization Management, Business Office, patient Registration, Medical Records, Ancillary departments, various third-party agencies, HMO/PPOs, patients, patient families, physician offices and other outside entities.
* Actively participates in and encourages other to utilize creative and innovative approaches to accomplish tasks.
* Other Duties as Assigned
* Performs other duties as assigned.
Qualifications
Experience: 1 year of experience in financial services, insurance, or billing/patient accounts
Education: Bachelor's Degree
Special Skills/Training:
* Advanced clerical and computer skills judgment
* Analytical skills and communication skills required to accomplish goals in settings that are often sensitive.
* Must be familiar with a variety of funding sources and eligibility and must possess a thorough understanding of hospital billing.
$61k-101k yearly est. 27d ago
Financial Advisor
Hancock Whitney 4.7
Finance advisor job in Pascagoula, MS
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
FinancialAdvisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.
Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises.
Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client.
Recommends product(s) and/or services based on the information provided by the client that are suitable for the investor's needs.
Meets with existing clients periodically to update them on potential investments and to determine whether any life changes (marriage, disability, retirement, etc.) have occurred that may affect their financial and investment goals.
Completes all client's paperwork in accordance with compliance and company guidelines including providing prospectus if applicable.
Receives client's trade orders and instructions for money movement and processes according to regulatory requirements.
Reviews all paperwork for accuracy and completeness before forwarding to HWIS operations for processing
Creates and maintains a weekly appointment schedule of branch location to meet with clients
Trains branch personnel on how to make referrals
Assists and supports in meeting their referral and investment goals by organizing call parties, client appreciation days, etc.
Attends branch meetings to monitor needs of branches
Looks for cross-referral opportunities to direct deposit, loan, trust
Attends annual compliance continuing education meeting held by Hancock Investment Services
Successfully completes required continuing education in compliance with both insurance and securities regulations
Renews insurance license on an annual basis prior to deadline
Complies with State Insurance and Securities regulations
Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions
Coordinates with bank business partners in order to have the opportunity meet with bank clients and determine how to meet their investment needs
Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities
Compiles lists of prospective clients to provide leads for additional business
Contacts and qualifies prospective clients and develops an action plan to assess their investment needs, acceptable risk level and to present solutions.
Develops long-term relationships with clients
Continually expands product knowledge and consultative selling skills through self-study and continuing education programs
Serves as a business partner to bankers and fellow financialadvisors
SUPERVISORY RESPONSIBILITIES:
No
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree preferably in Business, Finance, Accounting or related field.
2+ years of related experience in Brokerage/Insurance and/or Banking/Retail
An equivalent combination of education, training, and experience may be considered.
Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing
Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing
Ability to learn, understand and communicate all investment products and procedures of the company
Ability to identify selling opportunities to up-sell and cross-sell bank products and services
Ability to interact with individuals of widely divergent lifestyles
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$38k-67k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Metairie, LA
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$67k-119k yearly est. Auto-Apply 21d ago
Financial Advisor
First Command Financial Services 4.7
Finance advisor job in Biloxi, MS
FinancialAdvisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command FinancialAdvisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
· 9 out of 10 of our FinancialAdvisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financialadvisor job or wondering how to become a FinancialAdvisor at First Command? As we continue to expand our FinancialAdvisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our FinancialAdvisors do:
They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management
What we offer:
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful FinancialAdvisor career.
We will sponsor your pursuit of full registration and licensing as a FinancialAdvisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command FinancialAdvisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor FinancialAdvisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor FinancialAdvisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
Military experience or affiliation
Bachelor's degree
Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
In the recruiting of FinancialAdvisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a FinancialAdvisor/Agent Agreement with First Command.
$46k-76k yearly est. 24d ago
Financial Advisor
Edward Jones 4.5
Finance advisor job in Pearl River, LA
This job posting is anticipated to remain open for 30 days, from 14-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
If you find yourself at a professional crossroads, a career as a financialadvisor may be the right change for you. Financialadvisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financialadvisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Paid training - Get registered and licensed and learn how to be a financialadvisor with the industry's top training program¹.
* Salary for the first five years as you begin to build your practice²
* A firm-provided branch office in the community
* Branch office support to help lighten the load so you can focus on your clients
* A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect…
* No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
* A compensation package that includes opportunities for commissions, profit sharing and incentive travel
* The flexibility that you need to balance your personal and professional lives - the best of both worlds
* A culture of continuous improvement and professional development
Key Responsibilities
* Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
* Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
* Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
* Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
* Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Successful financialadvisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financialadvisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financialadvisors earning potential is reflective of their performance.
What characteristics would make you a successful financialadvisor?
* An interest in financial services/markets and how they work
* Love of learning and challenges, including determination to succeed
* Skilled in long-term relationship building
* Comfortable in your ability to think critically
* Passion for new opportunities
Can you see yourself…
* Learning to be a financialadvisor through our comprehensive training program?
* Delivering personalized investment and financial solutions to your clients?
* Taking ownership of your business's growth and success?
* Meeting professional and personal objectives as they relate to building your practice?
* Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
* A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
* Financial services and/or sales experience
* Financial services registration, licensing, or certification
* Professional and/or military career progression
Licensing:
* SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
* FINRA registrations required within three months. State insurance licenses will be required.
* As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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
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.
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financialadvisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financialadvisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New FinancialAdvisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
$45k-100k yearly 14d ago
Financial Advisor - Birmingham, AL
Country Financial 4.4
Finance advisor job in Birmingham, AL
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financialadvisors are contracted as COUNTRY Trust Bank FinancialAdvisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank FinancialAdvisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financialadvisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank FinancialAdvisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financialadvisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$58k-96k yearly est. Auto-Apply 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Jackson, MS
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 43d ago
2026 Finance Analyst Intern - Lake Charles LA
Northrop Grumman 4.7
Finance advisor job in Lake Charles, LA
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Discover careers that change the world and further advancements in defense, technology, and engineering today at Northrop Grumman. Use your experience to grow your career and support our global customers with the technology, systems, and solutions they need to enable their missions on the front lines and secure our world every day. With Northrop Grumman, you'll discover a culture built on diversity, respect, and above all teamwork. Together with our group of experts across the technical spectrum, you'll discover opportunities to make a difference in our world and start solving some of the world's most critical problems in the most innovative ways.
An internship at Northrop Grumman is unique. Sure, you'll learn new skills, explore our enterprise, network with experts, connect with thought leaders, and finish with a resume that opens doors. But you'll gain something even more valuable: pride in what you've done. Join us and launch your career. We'll support you with training, employee resource groups, and our shared vision of global security.
Northrop Grumman is seeking Finance Analyst for an internship opportunity. This position will be located at our Defense Systems Sector in Lake Charles, LA.
Basic Qualifications
A candidate must meet ALL of the below criteria. The candidate must:
Be a student who is enrolled full-time and pursuing an undergraduate or graduate degree from an accredited college/university and will be enrolled full time in Fall 2026.
Be majoring in or having majored in a Business, Finance, Accounting, or related field
Be available to work full-time (40 hours per week) for at least 10 weeks during summer 2026.
Be able to obtain a U.S. Government security clearance (U.S. citizenship is a pre-requisite)
Microsoft office skills
Preferred Qualifications:
Have an overall cumulative GPA of 3.0/4.0 or higher
Exposure to PowerBI or similar systems
Analytics Skills
The pay ranges for this specific opportunity are as follows for Lake Charles, LA:
Undergraduate degrees (Including graduating students planning on attending/enrolled in a full-time Master's program): $20.00 - $24.25
Masters degrees: $29.00 - $30.50
At Northrop Grumman, our internship pay rates are standardized and take into account three main factors: the anticipated graduation date of the individual, the cost of labor of the geographic location, and whether the internship is considered technical or administrative.
For a broader consideration, please consider completing a profile in our campus candidate community. By clicking on the link below your resume will be visible to recruiters and hiring managers across Northrop Grumman with opportunities nationwide for our internship and entry-level positions.
************************************************************************
Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
campusjobs
The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
$31k-39k yearly est. Auto-Apply 20d ago
Financial Advisor
Regions Bank 4.1
Finance advisor job in Pascagoula, MS
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the FinancialAdvisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based FinancialAdvisor experience.
**Primary Responsibilities**
+ Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
+ Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
+ Builds and maintains a strong client network and pipeline
+ Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
+ Conducts and/or participates in investment performance and relationship reviews
+ Keeps junior level staff informed about investment products and opportunities
+ Adheres to compliance requirements and follow corporate and industry protocols
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Series 7
+ Series 63 & 65 or Series 66
+ Life Insurance License must be obtained within 60 days from employment start date
**Preferences**
+ Bachelor's degree
+ Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
+ Two (2) years of FinancialAdvisory experience
Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000 **Position Type**
Full time
**Incentive Pay Plans:**
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
**Position Type**
Full time
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
***********************************************
**Location Details**
Pascagoula
**Location:**
Pascagoula, Mississippi
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
$33k-54k yearly est. 60d+ ago
Financial Advisor
First Horizon Corp 3.9
Finance advisor job in Huntsville, AL
As a FinancialAdvisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful FinancialAdvisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.
Key Responsibilities
* Drive growth in your market and achieve revenue and profitability goals.
* Actively communicate the firm's value proposition and advice-based service offering to all stakeholders.
* Develop client relationships through internal banker referral partners and external COIs.
* Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
* Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
* Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
* Engage your connectivity in the community to foster business development.
Qualifications:
* 4+ years experience in the Financial Services industry.
* Bachelor's Degree required from accredited college or university.
* Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
* Excellent consultative sales skills, with demonstrated business development track record.
* Strong written and oral communication skills.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$45k-63k yearly est. 48d ago
Financial Aid Representative
Education Management 4.0
Finance advisor job in Metairie, LA
GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process
ESSENTIAL FUNCTIONS:
· Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations
· Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs
· Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class
· Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications
· Generates and prepares status and project reports for the financial aid and veterans' affairs program
· Responds to student inquiries
· Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed
· Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner
· Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files
· Maintains responsibility for specific student portfolio group throughout the student's program
· Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved
· Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner
· Scan all financial aid documents and send to Corporate Office
· Run Expected Cash and Aged Report to assist in monitoring monies
· Run daily ISIR Report to track possible issues with verification
· Assist with the reconciliation of all Title IV programs
EDUCATION:
· Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred
EXPERIENCE:
· One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting
· Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred
KNOWLEDGE:
· Federal, local and state programs that provide financial assistance to students
· Pertinent laws, rules and regulations such as Federal Title IV regulations
· Various software programs and data systems as they relate to financial aid
SKILLS:
· Planning and organizational skills
· Effective oral and written communication skills
· Interpersonal skills including tact, patience and courtesy
· Demonstrate analytical, organizational and supervisory skills
ABILITIES:
· Ensure timely and efficient delivery of student financial assistance to qualified applicants
· Interpret federal and state financial aid regulations and determine appropriate course of action
· Monitor and award federal and state financial aid programs
· Gather, compile and analyze data and prepare reports
· Establish and maintain effective working relationships with faculty, staff, students and administration
· Perform consistently under the pressure of deadlines and other administrative demands
· Work cooperatively with others
$30k-43k yearly est. Auto-Apply 60d+ ago
Financial Analyst (II / III ) - Programs - Slidell, LA or Hunt Valley, MD
Textron 4.3
Finance advisor job in Slidell, LA
Financial Analyst (II / III ) - Programs - Slidell, LA or Hunt Valley, MD(Job Number: 337909) Description Who We AreTextron Systems is part of Textron, a $14 billion, multi-industry company employing 35,000 talented makers, thinkers, creators and doers worldwide.
We make things that fly, hover, zoom and launch.
Things that move people.
Protect soldiers.
Power industries.
We serve customers in industries spanning aerospace and defense, specialized vehicles, turf care and fuel systems.
This role is in Textron System's Land Systems business area.
Visit TextronSystems.
com & Lycoming.
com to read more about who we are and the products we make!About This RoleThe Financial Analyst position conducts analysis, maintains forecasts, and provides EACs for various programs.
Under the direction of a Finance Director, the Analyst will generate and track monthly budgets, cost projections, and variance analysis, in addition to various Earned Value reports within the Land Systems Operating Unit.
Level II ResponsibilitiesSupport assigned programs with timely analysis, financial modeling and recommendations for decision making.
Use analysis to identify and investigate program issues and advise on appropriate course of action.
Conduct program analysis, maintain forecasts and provide monthly Estimate at Completion (EACs).
Establish and maintain standard corporate financial reports and program Earned Value status reports.
Provide real time information to Finance Director regarding changes in program financials and execution.
Analyze program data to ensure estimates are accurate and complete and are in accordance with SOX and Internal Controls.
Other duties as assigned.
Level III ResponsibilitiesUse analysis and financial data to advise program managers and business leaders during monthly reviews and during critical business decisions.
Serve as primary liaison between Finance and Program leadership teams Provide real time information to Finance Director regarding changes in program financials and execution.
Establish and maintain baselines and EACs in the Earned Value tool (Deltek Cobra) and lead the Program Team in Earned Value data reviews Create and maintain standard financial reports: orders, sales, cost, profit and cash flow forecasts, Monthly Program Status Reports, Earned Value reports Mentor and train junior staff to ensure robust Finance talent pipeline· Analyze program data to ensure estimates are accurate and complete and are in accordance with SOX and Internal Controls.
Other duties as assigned.
Qualifications Qualifications· Bachelor's Degree required, degrees in Accounting or Finance preferred.
· 2 years minimum of experience in Accounting, Finance, or related field.
· 5 years minimum for those hired at a Level III.
· Must have the ability to be a self-starter and work with minimal supervision.
· Advanced MS Excel skills are required, including data modeling.
· Must be comfortable with large amounts of data.
· Oracle experience is a plus· Program Finance/Government contracting preferred.
· Program baselining, forecasting, and financial support required.
· Experience with Earned Value Management and Deltek Cobra is preferred for Level II· Experience with Earned Value Management and Deltek Cobra is required for Level III· Familiarity with FAR/DFAR is preferred.
MarylandThis role is open at multiple levels.
Candidates will be hired at a level consistent with their background and experience:Level II - $69,500 - $104,100Level III - $85,900 - $129,700How We CareAt Textron Systems, our talented people make us successful.
We promote an inclusive environment where we value individuality, differences, and unique perspectives.
Our Company is committed to offering employees opportunities to grow and develop.
Our benefits and compensation packages are designed to help our talented employees excel and achieve their goals, so they can make a difference every day in and outside of the workplace.
Below are just a few examples! - Flexible Work Schedules - Education Assistance - Career Development & Training Opportunities - Wellness Program (including Fitness Reimbursement) - Medical, Dental, Vision & 401(K) with Company Funding - Paid Parental Leave Are you a Military Veteran?Textron's products and services are trusted everyday by those who protect our country.
We are dedicated to hiring these Veterans and aim to translate their skills to make an impact on our Company.
Textron's compensation package includes competitive base pay and provides eligible employees with benefit programs.
Benefits may include health insurance and prescription plan coverage, dental insurance, family building benefits, vision insurance, mental health resources, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and programs that provide employees time away from work.
The pay range should be used as a general guide only.
Compensation is based upon candidate experience and qualifications, as well as market and business considerations.
In compliance with the local pay transparency law, the pay range for this position is $69,500 - $129,700 per year.
EEO StatementTextron is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of race, color, religion, age, national origin, military status, veteran status, disability, sex (including pregnancy and sexual orientation), genetic information or any other characteristic protected by law.
Recruiting Company: Textron Systems Primary Location: US-Louisiana-SlidellOther Locations: US-Maryland-Hunt ValleyJob Field: Finance/AccountingSchedule: Full-time Job Level: Individual ContributorJob Type: StandardShift: First ShiftTravel: NoWorksite: OnsiteJob Posting: 01/23/2026, 7:48:50 PM
$43k-57k yearly est. Auto-Apply 5h ago
Financial Reporting Intern
Origin Bank 4.0
Finance advisor job in Ruston, LA
Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes.
Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program!
We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026.
Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic.
As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes.
The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties:
Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission.
Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings.
Prepare and post journal entries in PeopleSoft to support financial close and reporting activities.
Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules.
Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense.
Maintain and update historical financial reporting data within centralized Excel workbooks.
Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate.
Qualifications / Skills
Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables.
Ability to follow, understand, and recreate Excel formulas using prior support documentation.
Strong attention to detail with a high level of accuracy.
Ability to manage deadlines while maintaining strong organizational skills.
Effective time management skills with the ability to multitask and prioritize work.
Strong written and verbal communication skills.
Preferred Major: Accounting
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
$29k-34k yearly est. Auto-Apply 36d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Hoover, AL
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
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Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$56k-99k yearly est. Auto-Apply 19d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Baton Rouge, LA
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 43d ago
Financial Advisor
First Horizon 3.9
Finance advisor job in Huntsville, AL
As a FinancialAdvisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful FinancialAdvisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.
Key Responsibilities
• Drive growth in your market and achieve revenue and profitability goals.
• Actively communicate the firm's value proposition and advice-based service offering to all stakeholders.
• Develop client relationships through internal banker referral partners and external COIs.
• Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
• Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
• Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
• Engage your connectivity in the community to foster business development.
Qualifications:
• 4+ years experience in the Financial Services industry.
• Bachelor's Degree required from accredited college or university.
• Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
• Excellent consultative sales skills, with demonstrated business development track record.
• Strong written and oral communication skills.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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$45k-63k yearly est. 47d ago
Financial Aid Representative
Education Management 4.0
Finance advisor job in Metairie, LA
GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process
ESSENTIAL FUNCTIONS:
· Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations
· Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs
· Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class
· Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications
· Generates and prepares status and project reports for the financial aid and veterans' affairs program
· Responds to student inquiries
· Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed
· Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner
· Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files
· Maintains responsibility for specific student portfolio group throughout the student's program
· Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved
· Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner
· Scan all financial aid documents and send to Corporate Office
· Run Expected Cash and Aged Report to assist in monitoring monies
· Run daily ISIR Report to track possible issues with verification
· Assist with the reconciliation of all Title IV programs
EDUCATION:
· Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred
EXPERIENCE:
· One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting
· Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred
KNOWLEDGE:
· Federal, local and state programs that provide financial assistance to students
· Pertinent laws, rules and regulations such as Federal Title IV regulations
· Various software programs and data systems as they relate to financial aid
SKILLS:
· Planning and organizational skills
· Effective oral and written communication skills
· Interpersonal skills including tact, patience and courtesy
· Demonstrate analytical, organizational and supervisory skills
ABILITIES:
· Ensure timely and efficient delivery of student financial assistance to qualified applicants
· Interpret federal and state financial aid regulations and determine appropriate course of action
· Monitor and award federal and state financial aid programs
· Gather, compile and analyze data and prepare reports
· Establish and maintain effective working relationships with faculty, staff, students and administration
· Perform consistently under the pressure of deadlines and other administrative demands
· Work cooperatively with others
How much does a finance advisor earn in Gulfport, MS?
The average finance advisor in Gulfport, MS earns between $24,000 and $93,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Gulfport, MS
$47,000
What are the biggest employers of Finance Advisors in Gulfport, MS?
The biggest employers of Finance Advisors in Gulfport, MS are: