Post job

Finance advisor jobs in Kingsport, TN

- 2,023 jobs
All
Finance Advisor
Finance Analyst
Investment Consultant
Corporate Finance Analyst
Financial Analyst Internship
Finance Specialist
Finance Representative
Budget Analyst
Investment Analyst
Asset Analyst
Finance Consultant
Investment Banking Analyst
Finance Assistance Advisor
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Lexington, KY

    This job posting is anticipated to remain open for 30 days, from 22-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. 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 financial advisors 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. Financial advisors 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 financial advisor 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 Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor 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 financial advisor 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 Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors 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. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? 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 financial advisor 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. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 5d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Mineral, VA

    This job posting is anticipated to remain open for 30 days, from 29-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. 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 financial advisors 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. Financial advisors 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 financial advisor 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 Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor 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 financial advisor 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 Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors 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. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? 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 financial advisor 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. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Private Credit Investment Analyst

    Churchill Real Estate 3.2company rating

    Finance advisor job in Charlotte, NC

    As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $59k-91k yearly est. 5d ago
  • Investment Consultant- Charlottesville, VA

    Charles Schwab 4.8company rating

    Finance advisor job in Charlottesville, VA

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $87k-159k yearly est. 1d ago
  • Financial Analyst

    RemX | The Workforce Experts 4.5company rating

    Finance advisor job in Knoxville, TN

    RemX Recruiting Firm is pleased to represent a well-established, premier employer in Knoxville for its hire of an experienced FINANCIAL ANALYST to its FP&A team. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Finance or business related 3 years' MINIMUM financial analysis experience OR related Advanced knowledge of Excel Strong communication skills (oral & written) As a top employer in Knoxville, this company offers excellent career growth and the chance to act as a true business partner to various business units within the company. This person "has a seat at the table" in key meetings and will participate in budgeting, forecasting, product development discussions, etc. This person will monitor the financial performance and become a subject matter expert for those business units. HIGH COLLABORATION and PARTICIPATION in meetings is expected. Taking initiative, adding value & building relationships are key aspects to the role. If you are ready to take your financial analyst career to the next level with a profitable, growing company who hires the best of the best, apply today to learn more! BEST BENEFITS, COMPENSATION & CULTURE!
    $51k-67k yearly est. 2d ago
  • Financial Consultant- Franklin, TN

    Fidelity Investments 4.6company rating

    Finance advisor job in Franklin, TN

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $43k-70k yearly est. 9d ago
  • Asset Analyst

    Kellton 3.9company rating

    Finance advisor job in Shelbyville, TN

    Kellton is a seeking a IT Asset Analyst to help us support our leading global consumer goods company .This is a contract position out of their Shelbyville TN location. Title - - IT Asset Analyst Tenure - 3+ Months Location - Shelbyville TN This role is hybrid, will be in the office 2 days a week possibly 3 (five days during training). Here's a structured list of qualifications and skills for an entry-level candidate suited to roles in Hardware Asset Management (HAM), Software Asset Management (SAM), and Central Stockroom Receiving and Sourcing: ________________________________________ Core Qualifications • Associate's or Bachelor's degree in Information Technology, Business Administration, Supply Chain Management, or a related field. • 1-3 years of experience (internships or part-time roles acceptable) in IT operations, procurement, inventory control, or asset lifecycle management. • Basic understanding of IT hardware and software lifecycles, including procurement, deployment, maintenance, and retirement. ________________________________________ Technical Skills • Proficient in Microsoft Excel (pivot tables, VLOOKUPs, data validation) and Office 365 applications. • Understanding of hardware components (laptops, monitors, peripherals, network gear) and basic troubleshooting concepts. • Awareness of software licensing models (SaaS, perpetual, subscription) and entitlement tracking. • Ability to generate and interpret reports on inventory levels, asset lifecycle status, and compliance metrics. ________________________________________ Operational & Process Skills • Strong attention to detail for maintaining accurate asset and inventory records. • Ability to follow standard operating procedures (SOPs) and contribute to continuous improvement initiatives. • Basic understanding of receiving, warehousing, and shipping logistics, including RMA and returns processing. • Capable of performing physical inventory audits and reconciling discrepancies. • Knowledge of sourcing and vendor coordination practices, such as request for quotes (RFQs) and purchase requisition handling. ________________________________________ Analytical & Problem-Solving Skills • Ability to analyze asset data for trends, usage optimization, and cost savings opportunities. • Aptitude for identifying process inefficiencies and suggesting improvements. • Comfortable working with large datasets to validate information accuracy and compliance. ________________________________________ Soft Skills • Strong organizational and multitasking abilities in fast-paced environments. • Clear written and verbal communication skills for collaboration with IT, Finance, and Procurement teams. • Reliable, accountable, and able to maintain confidentiality of corporate and user data. • Customer-service oriented; able to support internal users courteously and efficiently. ________________________________________ Preferred Certifications (Optional but Beneficial) • CompTIA A+ or IT Fundamentals+ (for hardware/software foundations). • ITIL Foundation certification. • ServiceNow Certified System Administrator (CSA) or basic platform training. • SAM/HAM practitioner courses from IAITAM (CHAMP, CSAM) or equivalent.
    $47k-68k yearly est. 3d ago
  • Financial Analyst

    LHH 4.3company rating

    Finance advisor job in Richmond, VA

    We are recruiting for a financial analyst to work for one of our best clients in Richmond,VA. The company has been in business for decades and has a beautiful faclity with an incredible view of Richmond. This role allows a talented analyst to provide data to support critical decisions. This is the perfect role for an analyst with a command of multiple tools. Responsibilities: Provide ad hoc models and financial analyses Create analysis to communicate complex topics effectively and efficiently to various internal parties, including executives Support partners and other deparments with pricing analysis Requirements: BS Degree in finance or accounting 5+ years experience in FP&A Advanced skills with Microsoft Excel and Microsoft PowerPoint Proficiency with PowerBI. Experience with 3E, Advanced Financial Solutions, and SQL or Python a plus Our client offers a hybrid working arrangement. LHH is highly regarded as an industry leader. LHH specializes in the career placement of top-notch accounting and finance professionals. When you work with our team, you will be greeted by a team of experienced financial professionals and tenured, executive recruiters. As accountants and CPA's from the industry we serve, we worked within the accounting and finance industries first, found the careers that make us happy, and now enjoy doing the same for other professionals. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ********************************************** The Company will consider qualified applicants with arrest and conviction records.
    $48k-71k yearly est. 3d ago
  • Tax and Financial Analyst

    Palms Associates, LLC 3.9company rating

    Finance advisor job in Virginia Beach, VA

    In-Office | Full-Time | Excellent Work/Life Balance Palms Associates, LLC-a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast-is seeking a Tax and Financial Analyst to join our collaborative accounting team in Virginia Beach, VA. If you are a CPA or CPA candidate with experience in public accounting and real estate management or development, this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact-all within a company that truly values balance and flexibility. Position Summary The Tax and Financial Analyst is responsible for managing the company's tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting. Key Responsibilities Tax Management Prepare and file federal, state, and local tax returns, including income, sales, and property taxes. Maintain accurate tax records and documentation to support audits and compliance reviews. Monitor changes in tax legislation and assess their impact on company operations and entities. Coordinate with external tax advisors and auditors to ensure timely and accurate filings. Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures. Assist in developing tax strategies to minimize risk and optimize financial performance. Financial Analysis & Reporting Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes. Prepare and analyze financial statements in accordance with GAAP. Reconcile bank accounts, credit card statements, and escrow accounts. Maintain fixed asset schedules and depreciation records. Assist in budgeting, forecasting, and variance analysis. Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance. Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property. Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects. Prepare executive-level financial summaries and reports to support strategic decision-making. Compliance & Controls Ensure adherence to GAAP, company policies, and internal control procedures. Support financial and tax audits and assist in implementing recommendations for process improvements. Assist in maintaining and documenting accounting policies and internal control procedures. Support system upgrades or implementations related to accounting, reporting, and tax compliance. Qualifications Bachelor's degree in accounting, finance, or related field. CPA or CPA candidate preferred. Tax experience in public accounting. 4+ years of experience in accounting, tax, or financial analysis-preferably in real estate or property management. Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices. Proficiency in accounting software (Yardi experience a plus) and advanced Excel modeling skills. Excellent analytical, organizational, and communication skills. Ability to work independently, manage multiple priorities, and meet deadlines. At Palms, we have excellent benefits! Outstanding total compensation package includes: Career development Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA Excellent PTO Wellness day off and additional floating holiday Community service day off Housing discount $1,000/$1,500 contribution to Health Savings Account (HSA) 401k 4% match; historically 6% profit sharing, all immediately vested to you! Job Type: Full-time Note: Palms is an Equal Opportunity Employer. Palms hires qualified job applicants following prior employment verification, reference-checking, and criminal and drug screenings.
    $54k-85k yearly est. 3d ago
  • Financial Advisor

    Bank of Clarke 3.7company rating

    Finance advisor job in Winchester, VA

    This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. What youll do · Determines specific customer financial and investment needs. · Provides advice to customers on personal investment product purchases. · Maintains a high level of profitable sales which meet or exceed goals. · Keeps all required licenses in good standing. · Maintains expertise with current investment product portfolio. · Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business. · Keeps informed of industry product trends and issues. · Engages in proactive learning to stay apprised of tax and investment updates. · Acts as a resource to other licensed Investment Associates and Wealth Management professionals. Requirements: Where youll shine · College degree or equivalent experience required. · 1-5 years relevant experience. · Certification/License: Series 7, 66 and life insurance licenses required; additional licensure is encouraged. · Ability to foster and cultivate relationships with prospective and existing customers. · Excellent presentation skills to enhance the organizations image to prospective customers. · Ability to communicate effectively and clearly. · Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments. · Innovation and flexibility are essential to meet the demands of an ever-changing market. · Excellent analytical skills are needed to recommend the appropriate products and services to customers. · Ability to work with a team and share knowledge and skills. · Ability to conduct business in a highly ethical and collegial manner consistent with regulatory requirements. · Ability to build positive and collaborative relationships with colleagues within the Bank. Where we shine · Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off · Supporting associates and their families; we embrace the importance of caring for oneself and our families · Surrounding ourselves with smart, driven, and diverse individuals · Valuing integrity, commitment regarding our daily duties, and the Bank as a whole · Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value · Devoted to the communities in which we serve as we help those who form the creative backbone of our markets future economy and business value · Bank of Clarke is Great Place to Work Certified through June 2025 · Top Virginia Employer for Interns award recipient (2023, 2024) through Virginia Talent and Opportunity Partnership (V-TOP) Working Conditions: The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. EEO M/F/V/D PIe0bace8c8307-31181-38071882
    $69k-125k yearly est. 8d ago
  • Analyst - Corporate Finance

    Stepstone Group 3.4company rating

    Finance advisor job in Charlotte, NC

    Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone
    $88k-113k yearly est. 16d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance advisor job in Johnson City, TN

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $57k-102k yearly est. Auto-Apply 60d+ ago
  • Investment Banking Analyst - A&D

    Jefferies 4.8company rating

    Finance advisor job in Charlotte, NC

    Investment Banking Analyst, Aerospace & Defense Jefferies Charlotte, North Carolina, United States (On-site) The Global Industrials team is actively looking for an experienced Analyst to support the Aerospace & Defense vertical in our Charlotte, North Carolina office. Group Description Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including Aerospace & Defense, Business Services, Capital Goods, Chemicals, Construction and Building Materials, Distribution, Engineering and Electrical, Maritime, Metals & Mining, Paper & Packaging, and Transportation & Logistics. The Global Industrials Group is a team of approximately 100 professionals worldwide based in New York, Chicago, Los Angeles, Boston, Atlanta, Washington, D.C., Hong Kong, London and Toronto. Primary Responsibilities Significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of public and private clients based in the U.S. and internationally. These responsibilities will include the following: Execution of M&A as well as equity and debt financings and restructuring transactions Preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses Preparation of financial and valuation analyses, including discounted cash flow, pro forma merger, precedent transaction and comparable companies analyses Analyze business plans and participate in due diligence sessions Develop client relationships through deal execution and pitching These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Required Background Bachelor's degree from an accredited college or university AND a minimum of one year of Investment Banking experience Financial modeling coursework, training or experience Strong technical, written and verbal communication skills Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter, able to work autonomously and as team player Experience in the Industrials sector is not required Live in Charlotte, North Carolina or willing to relocate to Charlotte, North Carolina The salary range for this role is $110,000-$125,000.
    $110k-125k yearly Auto-Apply 60d+ ago
  • Financial Advisor Assistant

    Pinnacle Financial 4.1company rating

    Finance advisor job in Charlotte, NC

    At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. * We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor Assistant (FAA) should demonstrate commitment to delivering distinctive service. This position is responsible for supporting Financial Advisors in documenting and processing loans, establishing and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. * Assist advisors in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. * Effectively monitor portfolio risk in terms of delinquencies, maturities and overdrafts. Ensure the accuracy of critical data (i.e. risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days * Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. * Meet all the client's financial needs, both business and personal. Exhibit knowledge of the firm's treasury management, mortgage, trust, investments, insurance, etc. as needed for the client. * Assist other team members, including retail offices as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * High School Diploma or Equivalent. * Minimum of 10 years' experience in financial services. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. * Knowledge of bank services and products; including state and federal compliance regulations and requirements. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with problem-solving ability. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: NON-EXEMPT DATE: 05.08.2012 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age, genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $53k-114k yearly est. 14d ago
  • 2026 Financial Analyst Intern - Falls Church

    Northrop Grumman 4.7company rating

    Finance advisor job in Falls Church, VA

    RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: NoneTRAVEL: NoDescriptionAt 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. Northrop Grumman Corporate Office is seeking a highly qualified candidates for an Financial Analyst Intern in Falls Church, VA. This position requires a highly motivated, self-starter with excellent verbal and written communication skills and attention to detail. The selected candidate will directly report to the Manager of Financial Planning & Strategy and job responsibilities will include, but not be limited to, the following: Provides analytical support for major corporate actions, including capital management decisions, strategic & M&A transactions (including portfolio optimization projects with targeted asset divestitures, bolt-on & large platform transactions) Involved in confidential & special projects in support of the executive management team and Board of Directors The Financial Analyst is also closely involved in long-range strategic/financial planning, setting annual and long-term company-wide compensation metrics, proxy analysis, performing peer competitive analyses, detailed valuation analyses and evaluating the position of the company's business portfolio The role involves coordination with internal and external parties, including investment bankers, consultants, corporate and sector strategic and financial planners, and other business management functions Proactive process improvement approach to recurring deliverables, with a focus on increased data fidelity and reduced cycle time 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 in a background in line with our Global Operations Strategic Disciplines. Be available to work full-time 40 hours per week Must be relevant to the student's course of study or connected to a student's future plans. Preferred Qualifications Have an overall cumulative GPA of 3.0/4.0 or higher Intern Pay Range: Bachelor's: $18.50 to $33.50 per hour Master's: $26.75 to $42.25 per hour 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.
    $18.5-33.5 hourly Auto-Apply 3d ago
  • Financial Representative

    Western & Southern Financial Group 4.8company rating

    Finance advisor job in Kingsport, TN

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.
    $46k-82k yearly est. Auto-Apply 60d+ ago
  • Analyst-Revenue Cycle Financial - HS Revenue Cycle Corporate

    Baptist Memorial Health 4.7company rating

    Finance advisor job in Memphis, TN

    Provides analytical support for the Corporation through reporting and interpretation of healthcare data. Responsibilities Provides analytical support related to reimbursement to all levels of the organization. Assists hospital Business Offices in working payment variances in a timely manner. Assists with month end close process for Managed Care. Works to support the system in regards to insurance master structure and maintenance Completes assigned goals. Requirements, Preferences and Experience Education Preferred : MBA Minimum : Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience. Experience Preferred : Experience in decision support or managed care. In depth knowledge of managed care contract language. Minimum : Five or more years experience in healthcare data reporting area such as managed care or decision support role. Special Skills Minimum : Excellent communication skills and demonstrated ability to interact with multiple levels within an organization. Training Preferred : Epic HB Contracts Module Pathways Contract Management (PCON) experience. Minimum : Expert level Excel, including using pivot table, and slicers. About Baptist Memorial Health Care At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey. At Baptist, We Offer: Competitive salaries Paid vacation/time off Continuing education opportunities Generous retirement plan Health insurance, including dental and vision Sick leave Service awards Free parking Short-term disability Life insurance Health care and dependent care spending accounts Education assistance/continuing education Employee referral program Job Summary: Position: 1970 - Analyst-Revenue Cycle Financial Facility: BMHCC Corporate Office Department: HS Revenue Cycle Corporate Category: Finance and Accounting Type: Non Clinical Work Type: Full Time Work Schedule: Days Location: US:TN:Memphis Located in the Memphis metro area
    $44k-56k yearly est. 8d ago
  • Financial Analyst Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Finance advisor job in Charlotte, NC

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
    $28k-46k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst

    Engineeredcabs

    Finance advisor job in Greeneville, TN

    Crenlo is looking for a dynamic financial leader to lead and coordinate all activities and transactions associated with assigned core plant accounting areas including Sales, COGS, Margin, Inventory, Fixed Assets, Spend, Labor, and/or other areas as assigned. The Plant Financial Analyst will act as a liaison between accounting and both its internal and external customers. KEY RESPONSIBILITIES: Analyzes profit Margin and manufacturing Cost Analyzes monthly gross margin by customer platform Analyzes PPV and cost variances Studies and collects data to determine costs of business activities such as raw material purchases, inventory and labor Works with plant operations to minimize excess inventory Analyzes and reports key measurables, including meaningful feedback, in a timely manner to influence the outcome Participates in Daily Management Meetings and Production Gemba Walks. Acts as a lead for above outlined functional areas, providing guidance and assistance to internal customers on how to achieve forecasted performance Assists with the completion of weekly/quarterly forecasts Interprets, clarifies, calculates, and triangulates inputs and outputs to ensure accuracy Maintains confidentiality of sensitive information. E. wage, bonus, discrete projects. KEY MEASURES: Margin, EBITDA, Direct Labor Efficiency, Indirect Labor Efficiency KEY SKILLS AND COMPETENCIES: Excellent communications, interpersonal, and analytical skills required Strong ability to work under pressure, be trustworthy and discrete Intermediate working knowledge of MS Excel and Word Oracle (ERP) experience helpful Knowledge of GAAP fundamentals WORKING CONDITIONS/OTHER: Work Hours/Status: Full-Time, Salary Exempt, 40+ hours per week, Monday - Friday Travel Requirements: None Environment: Visual concentration on monitors, paperwork. Extensive keyboard usage. Sitting, free to move around. The job works in a production facility requiring PPE and office environment, etc. Respectful support and interaction with the people who make the cabs. Physical Requirements statement(s) Typical physical office, desk position requirements involving long periods of sedentary work, long periods of heavy concentration and computer use. Maintains up-to-date knowledge of federal and state employment law, compliance, trends, new technologies and best practices in areas of responsibilities. This position description is not intended to be an exhaustive list of all duties, responsibilities and competencies required of this position. Employees are held accountable for all aspects of the job, which are subject to change at any time. An individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Crenlo offers a competitive benefits package, including medical, dental, vision and life insurance. In addition to paid time-off and paid holidays, employees are offered participation in the company 401K with match. Regular fulltime employees working 30 hours or more hours per week will be eligible to enroll on the 1st of the month after hire. We provide high-quality, on-time supply of engineered cabs to top OEM manufacturers in agriculture, construction, forestry, military, mining, rail, and specialty truck markets. Our mission from concept design to volume production is leveraging our engineering innovations, manufacturing capabilities, and leadership team's commitment to continuous improvement to deliver the best customer experience and build relationships that withstand the test of time. While our technology has evolved over the years, our concern for exceeding customer expectations has never changed.
    $47k-69k yearly est. 2d ago
  • GEAR UP Financial Specialist

    East Tennessee State University 4.1company rating

    Finance advisor job in Johnson City, TN

    Information Job Title GEAR UP Financial Specialist Department Trio Programs - 25090 Pay Grade 6 Job Category Administrative Job Summary The GEAR UP Financial Specialist supports the financial integrity and operational success of the GEAR UP federal grant by leading budgeting, reporting, and compliance functions for the program. This position develops and monitors annual grant budgets in partnership with the Program Director, manages day-to-day expenditures, and ensures all financial activity aligns with federal Uniform Guidance, district procedures, and university policies. This is a grant-funded position with a seven (7) year lifespan. The Financial Specialist maintains complete and auditable financial records, prepares reports for funders and internal stakeholders, and serves as the primary fiscal liaison to ETSU Finance, partner school districts, auditors, and external organizations. Working closely with GEAR UP staff, the Specialist provides guidance and training on purchasing, travel, and financial procedures to ensure appropriate and strategic use of grant funds. The position also assists with budget revisions, supports sustainability planning, and contributes to the effective implementation of GEAR UP initiatives across multiple schools and partner sites. As a key member of the GEAR UP team, the Financial Specialist helps safeguard program resources and strengthens the financial systems that enable GEAR UP to meet its goals for student success. Knowledge, Skills and Abilities * Knowledge of the operation of a GEAR UP or similar type programs. * Knowledge of guidelines established by the U.S. Department of Education as stated in the Education Department General * Administrative Regulations, 0MB A-121, Uniform Guidance, Federal Register and the approved grant. * Knowledge of established university policies, regulations, and services. Knowledge of administration and organization of secondary school systems. Strong knowledge of federal and state grant compliance regulations. * Experience with budget development, forecasting, and financial reporting. Proficiency in accounting software, spreadsheets (Excel), and data systems. Strong analytical, organizational, and problem-solving skills. * Ability to communicate effectively with program staff, district finance offices, and external auditors. * Attention to detail and ability to meet strict deadlines Required Qualifications * Bachelor's degree in business administration, finance, or accounting or related field. * Three years of experience in grant management, grant compliance, public sector accounting, financial administration and/or performance reporting. Preferred Qualifications * Master's degree Salary MR6 Posting Detail Information Posting Number AS01652P Is this position subject to a criminal background check? Yes Is any part of the funding for this posting coming from a grant or outside funding source? Yes FLSA Status Exempt Open Date 11/24/2025 Close Date Open Until Filled Yes Special Instructions to Applicants Please apply using this link: ****************************************************** UI/CandidateExperience/en/sites/CX_1/job/541/?utm_medium=jobshare&utm_source=External+Job+Share
    $28k-36k yearly est. 14d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Kingsport, TN?

The average finance advisor in Kingsport, TN earns between $35,000 and $131,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Kingsport, TN

$68,000
Job type you want
Full Time
Part Time
Internship
Temporary