Financial Advisor
Finance advisor job in New Albany, OH
Career Changers Wanted | Build Your Own Financial Advisory Practice
Indianapolis, IN
Commission-Based | $80,000-$110,000 at plan yearly
You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots.
At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back.
Why Join WPFG?
✅ Non-captive model = freedom + flexibility
✅ 100+ advisors who made the switch (many mid-career)
✅ Real mentorship. Real growth. Real ownership.
What You'll Do:
Help people protect what matters and build long-term wealth
Leverage your community relationships to grow your client base
Build your business with the support of a proven team and infrastructure
Stay at the forefront of financial planning and risk strategies
What You Bring:
A strong network and a reputation for being dependable
High sense of urgency + drive for autonomy
Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
Four year degree preferred
A desire to build something bigger-for your clients and yourself
If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more!
#LI-WFG1
Return to WestPoint Financial Group
US Experienced Financial Advisor
Finance advisor job in Mansfield, OH
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
2026 JPMorganChase Fellowship Program - Consumer & Community Banking (CCB)- Financial Advisor Development Program (FADP) Track
Finance advisor job in Westerville, OH
JobID: 210680025 JobSchedule: Full time JobShift: : JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Tempe, AZ
Westerville, OH
About Our Track
Line of Business: Consumer & Community Banking (CCB)
Track: Financial Advisor Development Program Track (FADP)
The mission of the Financial Advisor Development Program Track (FADP) Program is to cultivate an inclusive community of Investment Professionals who are committed to the highest standards of excellence in client service. As a Fellow you will have the opportunity to enhance your investment, business knowledge, and professional skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch, with exposure to other areas of J.P. Morgan Wealth Management. You will have access to professional and leadership training, along with networking opportunities, a developmental coach, and a financial advisor mentor.
In this program track, you will:
* Explore the Financial Advisor Role: Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning.
* Enhance Investment Knowledge: Deepen your expertise in investment strategies and market analysis, equipping you with the skills needed to provide informed advice.
* Service & Administration Mastery: Develop an understanding of service operations and administrative functions essential to supporting client needs effectively.
* Engage with National Branch: Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings, expanding your ability to connect with clients virtually.
This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excellence.
Recommended Course and/or Projects:
* Extracurricular engagement with investment or finance clubs
* Demonstrated interest in pursuing financial planning credentials
* Example projects: Client Proposal and Financial Presentation
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyFinancial Advisor - Clear View Financial Group - Wooster, OH
Finance advisor job in Wooster, OH
Thrivent Financial Advisor
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
Job Description
As a Thrivent Financial advisor, you'll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Wadsworth, Ohio
Finance advisor job in Wadsworth, OH
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinance & Accounting Intern, Summer 2026
Finance advisor job in Orrville, OH
Your Opportunity as a Finance Intern
As an intern within our Accounting and Finance organization, responsibilities will vary based on the department and role within Finance. We have internship opportunities in Financial Reporting, Plant Finance, Finance Technology, Customer Finance, Tax, Treasury, Insurance, Payment Services, Payroll, Internal Audit, Financial Planning & Analysis, and Strategic Business Areas within Coffee and Consumer Finance.
Location: Orrville, Corporate Offices
Work Arrangements: Hybrid - onsite a minimum of 9 days a month primarily during core weeks as determined by the Company; maybe more as business need requires
In this role you will:
Receive personalized training and may assist with responsibilities including journal entries and reconciliations, financial statement preparation, financial projects, tax compliance, financial planning and forecasting, audit support, cash management, or item and customer profitability analysis.
Contribute meaningful work alongside analysts, managers, directors, and executives.
Develop an overall understanding of corporate finance.
Have the opportunity to take on flow to the work assignments across a variety of finance departments.
What we are looking for:
A Freshman, Sophomore, Junior or Senior standing in school with requisite educational experience in accounting, finance, actuarial science, analytics, statistics, economics, mathematics or another relevant field
A well-rounded skill set including strong time-management, attention to detail, written and oral communication, teamwork skills, as well as a proficiency in MS Excel.
Application Period:
Application period closes on November 1st, 2025
Why Choose the J.M. Smucker Company's Internship Program?
Are you seeking an exceptional internship experience at a Fortune 500 company? At Smucker, we are dedicated to providing a world-class, award-winning internship that offers you the opportunity to:
Learn: Unlock your potential in a collaborative and supportive environment where you are treated like a true peer and challenged to be your best.
Grow: Benefit from hands-on training with a dedicated mentor and connect with peers and leaders throughout the company.
Lead: Contribute to high-profile projects that support our Company's growing categories like snacks, coffee and pet food.
Additional Perks:
Along with engaging work, we offer a variety of benefits to ensure your internship is both rewarding and memorable. These include:
Unique opportunities to network and interact with company leadership
Customized professional development sessions
Networking events and social outings with fellow interns
Access to a fully equipped fitness center, complete with a basketball court, indoor walking track, and recreational league sports
The Orchard, our gourmet cafeteria, offering breakfast and lunch with seasonal and locally-sourced ingredients
A competitive compensation package, including paid corporate holidays
Compensation range: $19 - $24.50/hr
**Actual hourly rate is determined based upon the year of college that will be completed at the start of the internship**
Employee discounts at our Company Store
A housing stipend for interns relocating for the program
Experience an internship where you can learn, grow, and lead - all while being part of something special at Smucker.
Learn more about working at Smucker:
Our Internship Program
Delivering on Our Purpose
Our Continued Commitment to Ensuring a Workplace for All
Follow us on LinkedIn
Auto-ApplyAnalyst, Travel & Meetings - Corporate Services Procurement
Finance advisor job in Brunswick, OH
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at *******************
Job Function:
Procurement
Job Sub Function:
Category
Job Category:
Professional
All Job Posting Locations:
New Brunswick, New Jersey, United States of America
Job Description:
Johnson & Johnson is recruiting for an Analyst, Travel & Meetings - Corporate Services Procurement to support the Travel & Meetings and Corporate Services Procurement categories. This position will be based in New Brunswick, NJ (preferred) and is part of the GS Procurement organization.
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity. Learn more at *******************/.
The Analyst will provide operational, analytical, and project support across both categories, contributing to supplier management, data analysis, reporting, and stakeholder coordination. This role is ideal for a detail-oriented and collaborative individual looking to grow within a dynamic procurement environment.
Key Responsibilities:
Support category leads with data analysis, reporting, and insights to inform strategy and decision-making.
Manage low to medium complexity supplier relationships.
Partner with internal stakeholders to gather stakeholder requirements and provide procurement support.
Conduct analysis and gather external market insights to provide actional insights.
Maintain procurement systems and tools, ensuring data accuracy and timely updates.
Support compliance with procurement policies and procedures, including documentation and audit readiness.
Lead or contribute to project management activities including timelines, deliverables, and stakeholder communications.
Preparation of presentations and reports for leadership and cross-functional teams.
Qualifications:
Education:
- Bachelor's degree required, preferably in Business, Supply Chain, Finance, or related field.
Experience:
A minimum 3 years of relevant experience in procurement, supply chain, finance, or business operations is required.
Strong analytical skills, with attention to detail and proficiency in Excel, PowerPoint, and data visualization tools is required.
Excellent organizational and communication skills is required.
Ability to manage multiple priorities and work effectively in a cross-functional team environment is required.
Experience with procurement systems (e.g., Ariba, SAP, Tableau) is a plus.
Strong system capabilities to learn reporting and dashboard tools supplied by preferred agency partners, such as Concur online booking, Air Cockpit (Amex GBT), Hotel Lobby (Amex GBT) and Cvent (M&E reporting).
Must be fluent in English (reading, writing, speaking).
This position will be based in New Brunswick, NJ (preferred), and may require up to 10% travel.
Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource.
Required Skills:
Preferred Skills:
The anticipated base pay range for this position is :
$77,000- $124,200
Additional Description for Pay Transparency:
The compensation and benefits information set forth in this posting applies to candidates hired in the United States. Candidates hired outside the United States will be eligible for compensation and benefits in accordance with their local market. The Company maintains highly competitive, performance-based compensation programs. Under current guidelines, this position is eligible for an annual performance bonus in accordance with the terms of the applicable plan. The annual performance bonus is a cash bonus intended to provide an incentive to achieve annual targeted results by rewarding for individual and the corporation's performance over a calendar/performance year. Bonuses are awarded at the Company's discretion on an individual basis. Employees and/or eligible dependents may be eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Employees may be eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). Employees are eligible for the following time off benefits: Vacation - up to 120 hours per calendar year Sick time - up to 40 hours per calendar year Holiday pay, including Floating Holidays - up to 13 days per calendar year of Work, Personal and Family Time - up to 40 hours per calendar year Additional information can be found through the link below. *********************************************
Auto-ApplyFinancial Representative
Finance advisor job in Wooster, OH
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.
Auto-ApplyFinancial Planning and Analysis Consultant
Finance advisor job in Westfield Center, OH
The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.
Key Responsibilities:
* Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
* Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
* Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
* Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
* Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
* Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.
Job Qualifications:
* Experience: 7+ years in Financial Analysis within the insurance industry
* Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field.
* Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
* Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
* Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.
Location:
* Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH.
Behavioral Competencies:
* Manages ambiguity & complexity
* Business insight
* Financial acumen
* Balances stakeholders
* Collaborates
* Communicates Effectively
Technical Skills:
* Financial Planning & Analysis
* Data Analysis
* Data Modeling
* Financial Modelling
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
Finance Intern Summer 2026
Finance advisor job in New Albany, OH
About Bob Evans Farms, Inc. For over 75 years, Bob Evans Farms has delivered delicious, quick-to-table, farm-inspired food that makes mealtime a little bit easier and a lot more delicious. We're proud to be the No. 1-selling refrigerated dinner sides*, including many varieties of wholesome, feel-good favorites such as mashed potatoes and macaroni & cheese, sold in grocery stores across the country. We're also a leading producer and distributor of sausage and egg products including liquid eggs. In addition to our flagship Bob Evans brand, our product portfolio includes Simply Potatoes, Egg Beaters and Owens Sausage. Bob Evans Farms is based in Columbus, Ohio, and is owned by Post Holdings, Inc., a consumer-packaged goods holding company. For more information about Bob Evans Farms, Inc., visit ************************
Responsibilities
Position Overview
Join our 10-week Finance Department program, where you'll gain hands-on experience across multiple finance and accounting areas such as financial reporting, cost of sales analysis, capital expenditure review, and budgeting & forecasting. You'll work closely with business leaders to develop and update reporting that supports decision-making, consolidate historical plant and cost data to identify trends, and assist in the annual business plan. This internship will allow you to make a positive impact by completing meaningful projects within Finance and a broader intern project. We expect all employees to demonstrate our core values of: Putting Safety First, Be Courageous, Do the Right Thing, Win Together, and Drive for Results.
Accountabilities
* Assist in financial data entry, recording transactions, and maintaining financial records in accounting software or spreadsheets.
* Perform financial analysis, including variance analysis, trend analysis, and ratio analysis, to assess financial performance and identify areas for improvement.
* Assist in reconciling bank statements, accounts receivable, accounts payable, and other financial accounts to ensure accuracy and completeness of financial data.
* Conduct research on industry trends, market conditions, and financial regulations to support decision-making and strategic planning.
* Support finance team members in ad-hoc projects, special assignments, and process improvements to enhance efficiency and effectiveness.
Qualifications
* Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
* Must have completed at least sophomore year coursework
* Strong academic performance (GPA of 3.0 or above preferred)
* Prior internship, part-time, or project experience in finance/accounting is a plus but not required
* Proficiency with Microsoft Excel; familiarity with financial or ERP systems a plus
* Demonstrated analytical, problem-solving, and organizational skills
* Strong attention to detail and ability to work both independently and collaboratively
* Ability to work cohesively with peers and cross-functional partners
* Strong interpersonal skills, including active listening, clear communication, and the ability to influence effectively at all levels
* Self-motivated with the ability to anticipate work needs and follow through with minimal direction
* Proven ability to maintain confidentiality in handling sensitive information
Auto-ApplyFinancial Planning and Analysis Consultant
Finance advisor job in Westfield Center, OH
The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.
Key Responsibilities:
Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.
Job Qualifications:
Experience: 7+ years in Financial Analysis within the insurance industry
Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field.
Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.
Location:
Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH.
Behavioral Competencies:
Manages ambiguity & complexity
Business insight
Financial acumen
Balances stakeholders
Collaborates
Communicates Effectively
Technical Skills:
Financial Planning & Analysis
Data Analysis
Data Modeling
Financial Modelling
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
Auto-ApplyTSOE Asset Analyst Associate-Senior
Finance advisor job in New Albany, OH
Job Posting End Date
12-21-2025
Please note the job posting will close on the day before the posting end date.
Responsible for entry-level tasks that ensure TFS' critical data is as perfect in real time as it possibly can be. This involves coordinating with field teams with field teams and other personnel across Energy Delivery, gathering data, and entering data, as well as employing entry-level technical skill and experience to analyze TFS data for accuracy and completeness. This position is part of a team that ensures proper stewardship of TFS' critical data.
Job Description
What you'll do:
With instruction and limited supervision, the Associate level in this job family may be requested to perform any of the following:
With limited supervision and oversight, perform project print review at the beginning of a capital project to examine all relevant prints (one-lines, schematics, bills of material, equipment manufacturer drawings, project scope doc, etc.) in order to accurately identify and gather information about Transmission assets intended for commissioning on the project.
Perform asset-level management of IPS data by updating asset attributes for new capital assets, processing testing documentation, updating asset statuses after in-servicing, and other associated items as needed.
As requested, support creation of the location hierarchy, addition of new capital assets, and population of asset attributes into IPS, based on information found in technical drawings and project scopes.
Ability to create IPS Trip Control Circuit transitions between Elements used to protect a zone (Trip Test Zone) by using the PCE IFC package.
With minimal supervision review drawings with field changes at the end of a capital project, to understand any changes that were made, and to ensure that they are correctly documented in our asset management database, IPS.
Coordinate elements of print management as requested, such as by monitoring our print platform (DSTrack) and following up on overdue records that have not been submitted.
Support managing asset entry lifecycle using Data Tracker database.
Review IPS Audit Trail of asset attributes for accuracy, and with direct supervision, resolve errors as necessary.
Assist in the development of process improvements and documentation regarding the Capital Commissioning Checklist creation, and initial IPS data entry.
Provide a specialized level of process support including response to questions from the field, problem diagnosis and research, troubleshooting, tracking and resolution.
What we're looking for:
TFS Asset Analyst Associate SG4
Education:
Minimum high school diploma or equivalent plus 2 years or related utility industry work experience.
Or an Associate's Degree in Electrical/Electronic/Civil/ Mechanical Engineering Technology or related fields.
TFS Asset Analyst SG5
Education:
Associate Degree in Electrical/Electronic/Civil/ Mechanical Engineering Technology or related fields plus 2 years of related utility industry work experience
Or a high school diploma or equivalent and 4 years of related utility industry work experience.
TFS Asset Analyst Senior SG6
Education:
Associate Degree in Electrical/Electronic/Civil/ Mechanical Engineering Technology or related fields, with a minimum of 4 years of related utility industry work experience
OR High school diploma or GED, with a minimum of 6 years of related utility industry work experience, including experience in work activities and projects requiring technical knowledge.
Experience for all levels:
Working understanding of engineering schematics and one-line diagrams.
Proficient in MS Excel, Visio and Outlook and data entry
Excellent communication and organizational skills.
In addition:
Print reading technical expertise and understanding of electrical principles.
Database knowledge or ability to learn.
Preferred Associate Degree in Electrical/Electronic/Civil/ Mechanical Engineering Technology or related fields and 2 years of related utility industry work experience
Physical demand level is Sedentary.
Travel may be required.
Where you'll work:
This role sits on site in New Albany Ohio, Tulsa Ok, Roanoke, VA or Corpus Christi, TX.
What you'll get:
TFS Asset Analyst Associate SG4($52,488-$65,610)
TFS Asset Analyst SG5($61,647-$77,056)
TFS Asset Analyst Senior SG6($72,380-$90,474.50)
In addition to a competitive compensation, AEP offers a unique comprehensive benefits package that aims to support and enhance the overall well-being of our employees.
Where Putting the Customer First Powers Everything We Do
At AEP, we're more than just an energy company - we're a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you
American Electric Power (On-Site)
$52K- $90K / Year
#LI-Onsite
#AEPCareers
Compensation Data
Compensation Grade:
SP20-004
Compensation Range:
$25.23 - $90,474.50
The Physical Demand Level for this job is: S - Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
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It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.
Auto-ApplyFinancial Planning and Analysis Consultant
Finance advisor job in Westfield Center, OH
The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.
Key Responsibilities:
Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.
Job Qualifications:
Experience: 7+ years in Financial Analysis within the insurance industry
Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field.
Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.
Location:
Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH.
Behavioral Competencies:
Manages ambiguity & complexity
Business insight
Financial acumen
Balances stakeholders
Collaborates
Communicates Effectively
Technical Skills:
Financial Planning & Analysis
Data Analysis
Data Modeling
Financial Modelling
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
Auto-ApplyFinance Specialist
Finance advisor job in Delaware, OH
At Performance we firmly believe that our success in the automotive industry is a direct reflection of our talented Finance Specialists. It is because of this, that we are constantly looking for outgoing and self-motivated individuals with a winning attitude and work ethic. Our company's record of steady, significant growth provides our associates with tremendous opportunity for personal and professional advancement. If you consider yourself to be customer focused and have a desire to be the best at what you do, Performance is your team!
We offer:
TOP Level Compensation
Monthly Bonus Programs
Career Advancement Opportunities
Competitive Benefits Package
Remember...a smile changes the delivery of everything. If you're ready for a new and exciting career, take the first step and reach out to us today!The Performance ImpactExceptional · Team · Passion · Community Requirements
As an Automotive Finance Specialist, you will:
Work vehicle cash, lease and finance deals from start to finish
Offer finance and insurance opportunities to our customer's
Assist Sales Manager in selecting best qualifying financial institution
Act as a liaison between Performance and Performance Columbus Accounting
Provide sales floor assistance in selecting best options for customer
Skills, Experience and Educational Qualifications:
5 years of Automotive Sales and/or Finance experience
Maintain a positive, energetic attitude throughout the day
Strong attention to detail and accuracy
Excellent time management skills
One plus years of prior finance experience preferred
Flexible schedule and able to work nights and weekends
Presents themselves professionally to appeal to the general public
Pass a drug screening to ensure a safe and winning team
Must have a good driving record and is insurable
Obtain an Active Ohio Sales License
Private Client Advisor
Finance advisor job in Sandusky, OH
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Responsibilities
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
High School Diploma (required) or
Bachelor's Degree (preferred)
Licenses and Certifications
FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and 65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Tactical Skills
Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
Strong client centric focus.
Proven ability to work as a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyAnalyst, Statutory Financial Reporting & Analysis
Finance advisor job in Delaware, OH
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate.
And we do it all with heart, each and every day.
Position SummaryTransformative role for accounting professionals looking for growth and progression opportunities in a large public Company.
This role provides exposure to a vast spectrum of accounting areas, including financial statement preparation and review, technical accounting, financial analytics, controls, and process improvement through technology.
This role provides extensive opportunity to work within a large team to transform its financial reporting process and work across the various company business units.
Job responsibilities include the preparation of various statutory finance deliverables, including quarterly, annual and audited financial statements and related supplementary filings to the regulatory agencies.
The candidate will perform various financial analytics on legal entities' financial results to understand unexpected fluctuations and network with various business partners to understand the underlying drivers and future expectations for the entities.
The candidate will have the opportunity to assist in the transformation of CVS Health's financial reporting processes to an automated, stream-lined state.
Required Qualifications-1+ years of accounting, auditing, reporting and/or financial analysis experience.
-1+ years of experience with Excel.
Preferred Qualifications- Experience with insurance companies.
- Detail-oriented and possess strong communication skills.
- Experience working with a team and collaborating.
- Experience with Oracle and/or S4.
Education- Bachelor's degree or equivalent experience required Anticipated Weekly Hours40Time TypeFull time Pay RangeThe typical pay range for this role is:$43,888.
00 - $102,081.
00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.
The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.
This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future.
Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be.
In addition to our competitive wages, our great benefits include:Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit *************
cvshealth.
com/us/en/benefits We anticipate the application window for this opening will close on: 01/17/2026Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
Financial Systems Internship (Summer 2026)
Finance advisor job in Westerville, OH
The Financial Systems Intern at Vertiv will support the Finance and IT organizations by assisting in the maintenance, improvement, and testing of financial systems and related processes. This internship provides a unique opportunity for students to gain exposure to system architecture, data governance, and the intersection of finance and technology within a global business environment.
Key Responsibilities:
* Assist in the maintenance and enhancement of key financial systems such as Oracle and EPM (Enterprise Performance Management).
* Support system testing for upgrades, patches, and new implementations.
* Help document financial system processes, data flows, and user guides.
* Partner with cross-functional teams including IT, Accounting, FP&A, and Reporting to identify and resolve system-related issues.
* Perform data validation and reconciliation to ensure system accuracy and data integrity.
* Participate in user access reviews and system controls testing to support SOX compliance.
* Contribute to process improvement projects by analyzing workflows and recommending enhancements.
Qualifications:
* Currently pursuing a Bachelor's or Master's degree in Accounting, Finance, Information Systems, or a related field.
* Strong analytical, organizational, and communication skills.
* Proficiency in Excel; familiarity with ERP or financial reporting tools is a plus.
* Interest in financial technology, systems, and data-driven decision-making.
* Ability to work independently and in a team environment.
What You'll Gain:
* Hands-on experience with enterprise-level financial systems.
* Exposure to financial operations in a global public company.
* Cross-functional collaboration and insight into systems governance and financial reporting.
* Mentorship from experienced finance and IT professionals.
The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities.
OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.
OUR STRATEGIC PRIORITIES
* Customer Focus
* Operational Excellence
* High-Performance Culture
* Innovation
* Financial Strength
OUR BEHAVIORS
* Own It
* Act With Urgency
* Foster a Customer-First Mindset
* Think Big and Execute
* Lead by Example
* Drive Continuous Improvement
* Learn and Seek Out Development
At Vertiv, we're on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people.
Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to **********************. If you are interested in applying or learning more about this role, please visit the company's career page located on Vertiv.com/Careers
Work Authorization
No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
#LI-PR1
Auto-ApplyPatient Financial Specialist I
Finance advisor job in Westerville, OH
* Patient Financial Specialist / Outpatient Registration obtains demographic, clinical, financial and insurance information in the process of appointment making for patient tests and procedures. In addition, also performs pre-registration and registration activities including response to real-time eligibility verification and financial clearance.
* Specialty: Heart and Vascular
* Location: 477 Cooper Road, Suite 200, Westerville, Ohio 43081
* Hours of office: Monday - Friday: 8:00 a.m. - 4:30 p.m. .
What You Will Do:
* Register patients
* Verify insurance
* Patient communication
* Soft collection when registering patients
* Using EPIC
* Demonstrates understanding of Medicare, Medicaid and other third party information requirements and adheres to all third party regulations.
* Demonstrates working knowledge of third-party payor benefits and requirements, and regulations impacting registration procedures.
* Demonstrates working knowledge of CPT and ICD 9 coding and payor reimbursement methodologies.
Minimum Qualifications:
* Education: High school graduate Associates Degree preferred
* Minimum of two year healthcare customer service experience - preferred
Position Highlights and Benefits:
* Competitive compensation and benefits packages including medical, dental, and vision with coverage starting on day one.
* Retirement savings account with employer match starting on day one.
* Generous paid time off programs.
* Employee recognition programs.
* Tuition/professional development reimbursement starting on day one.
* RN to BSN tuition 100% paid at Mount Carmel's College of Nursing.
* Relocation assistance (geographic and position restrictions apply).
* Employee Referral Rewards program.
* Mount Carmel offers DailyPay - if you're hired as an eligible colleague, you'll be able to see how much you've made every day and transfer your money any time before payday. You deserve to get paid every day!
* Opportunity to join Diversity, Equity, and Inclusion Colleague Resource Groups.
Ministry/Facility Information:
Mount Carmel, a member of Trinity Health, has been a transforming healing presence in Central Ohio for over 135 years. Mount Carmel serves over 1.3 million patients each year at our four hospitals, free-standing emergency centers, outpatient facilities, surgery centers, urgent care centers, primary care and specialty care physician offices, community outreach sites and homes across the region. Mount Carmel College of Nursing offers one of Ohio's largest undergraduate, graduate, and doctor of nursing programs. If you're seeking a rewarding career where your purpose, passion, and desire to make a difference come alive, we invite you to consider joining our team. Here, care is provided by all of us For All of You!
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
Project Cost Analyst
Finance advisor job in New Albany, OH
Leidos Engineering is seeking an experienced Project Cost Analyst to join our Power Delivery Solutions division. In this role, you will work project managers and engineering leads to provide comprehensive Project Management Services that support Leidos' electric utility clients. The Cost Analyst will be a part of our Strategic Project & Program Consulting Team, team, ensuring the successful delivery of projects while adhering to Leidos' Mission, Vision, and Values.
Successful candidates will enjoy a fast-paced, agile and diverse working environment. You can look forward to collaborative and flexible work hours/work arrangements, as well as managers who will encourage career development and growth opportunities, including:
Project Management Professional (PMP) certification
Leadership training & Management opportunities
Formal Mentorship programs
Professional Development & Continuing Education Resources
Technical Upskilling programs
This role will involve work with forecasts, cost controls, process documentation, risk identification and variance analysis. Responsibilities will include:
Developing, monitoring and maintaining engineering and construction project budgets for various sized transmission & distribution projects for public-owned and investor-owned electric utilities
Work with Project Management teams using earned value management techniques to ensure that forecasts and costs are aligned, including the development of recovery plans, to stay within approved limits
Share team utilization metrics and address any utilization concerns with AEP's Center of Excellence (COE) to maintain alignment with project objectives and resource requirements.
Partner closely with Engineering Leads and Managers to track and execute client deliverables
Develop and produce weekly/monthly project control reports for client and internal management review.
Interfacing directly with the client and internal management to report progress, schedule and risks across a portfolio of electrical distribution projects
Assist the project manager with the creation and maintenance of comprehensive project dashboard reports and KPI tracking
The role will have some remote capabilities, but will require a frequent presence in our customer's New Albany OH office on a hybrid working schedule
Background Requirements:
Bachelor's degree in the following disciplines: Business, Engineering, Construction Management, or closely related
Three (3) + years of relevant project controls/cost analysis experience
Proven knowledge of ECOSYS enterprise project performance software
Should demonstrate recent and in-depth expertise in electric power infrastructure projects within transmission, substation and/or distribution design
Demonstrated work history of planning, organizing, directing and tracking technical efforts on assigned tasks
Should be capable of tracking cost and schedule status of assigned tasks
Must be able to interact with customer representatives in an effective manner; Strong writing and verbal communication skills required
Proficiency utilizing MS Project suite with a heavy emphasis on MS Excel.
Previous experience working with AEP would be preferred, but not required
At Leidos, we pride ourselves on being a trusted and technology-focused solutions provider. Our Power Delivery Services Team is the go-to for utilities and mobile operators who need reliable power and telecommunication expertise. We've worked with over 50 investor-owned utilities, over 160 municipals/cooperatives, and we're continuing to expand our reach. Plus, we've got an amazing group of industry-leading construction partners who help us deliver meaningful Energy Delivery Solutions. Our recognition as an industry leader has been confirmed time and time again. Engineering News-Record (ENR) has ranked Leidos among the Top 10 T&D Firms and Top 10 Power Firms.
We challenge our staff with interesting assignments that provide them with an opportunity to thrive, professionally and personally. For us, helping you grow your career is good business. Your greatest work is ahead!
PDSPM
PowerDelivery
If you're looking for comfort, keep scrolling. At Leidos, we outthink, outbuild, and outpace the status quo - because the mission demands it. We're not hiring followers. We're recruiting the ones who disrupt, provoke, and refuse to fail. Step 10 is ancient history. We're already at step 30 - and moving faster than anyone else dares.
Original Posting:
For U.S. Positions: While subject to change based on business needs, Leidos reasonably anticipates that this job requisition will remain open for at least 3 days with an anticipated close date of no earlier than 3 days after the original posting date as listed above.
Pay Range:
The Leidos pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.
Auto-ApplyProject Cost Analyst
Finance advisor job in New Albany, OH
**Job Title:** **Project Cost Analyst** **Work Schedule:** **Hybrid** (Tues/Wed/Thu in Columbus OH office) **Work Hours:** **Monday to Friday** (EST 8:00am - 5:00pm) **Contract Details:** **12mo contract to hire** **Pay Rate:** **$** **46hr** As a Project Cost Analyst, you will support the team by coordinating project cost analysis and controls, overseeing cost reporting for multiple projects, and ensuring accurate project budgeting and forecasting. This role involves collaboration with project teams, inputting budgets into corporate systems, and providing ongoing variance analysis and key performance indicator (KPI) tracking. Additionally, you will facilitate communication with internal and external stakeholders, coordinate project meetings, and contribute to continuous process improvement efforts.
**Key Responsibilities:**
+ Coordinate project meetings and collaborate with project team members on project activities and documentation preparation.
+ Assist in forecasting project spending, monitoring budget variances, and performing cost tracking and analysis.
+ Collaborate with Project Management and other stakeholders to establish baseline budgets and perform variance reporting.
+ Perform organizational functions to ensure smooth project operations, including maintaining project records and coordinating the work order process.
+ Assist in the contracting process, including bidding activities and cost analysis.
+ Communicate with project team members and stakeholders on budgetary matters and provide necessary support.
+ Apply technical knowledge and problem-solving skills to resolve project-related issues.
+ Develop measurable KPIs to track project performance.
+ Collaborate effectively with colleagues, vendors, and customers to achieve project goals.
+ Adhere to organizational standards and guidelines for project management.
+ Provide training and guidance to junior team members as needed.
+ Recommend improvements to enhance project performance and organizational effectiveness.
+ Coordinate work activities with external parties, including contractors and vendors, to resolve technical tasks and field work activities.
**Basic Qualifications:**
+ Bachelor's degree with one year of relevant experience or Associate's degree with three years of relevant experience.
+ Degree in a related field such as Business, Construction, Engineering Technology, or similar.
+ Knowledge of accounting and finance principles is beneficial.
+ Additional Requirements:
+ Strong organizational and time management skills with attention to detail and accuracy.
+ Proficiency in Microsoft Office products including Word, Excel, Outlook, and PowerPoint.
+ Ability to work collaboratively in a team environment.
+ Willingness to travel occasionally, including overnight stays.
+ Ability to perform light physical duties at various work sites.
+ Understanding and support of organizational policies and values.
+ Desire to learn and take initiative in professional development.
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of:** **Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.