Financial Advisor
Finance advisor job in Tupelo, MS
This job posting is anticipated to remain open for 30 days, from 08-Dec-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
Investment Consultant - Vero Beach, FL
Finance advisor job in Vero Beach, FL
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.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
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.
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
Investment Associate
Finance advisor job in Miami, FL
LD&D, a rapidly growing Miami-based real estate development and investment firm, is seeking an Investment Associate to join the team for a Spring or Summer 2026 start date. We are looking for a highly analytical and motivated individual who values teamwork and is eager to contribute to the company's growth.
The ideal candidate will be capable of analyzing the performance of the firm's assets, underwriting new investment opportunities that align with the firm's investment theses, and modeling complex deal structures. This role involves reporting directly to the Vice President of Investments and entails close collaboration with the investment team and senior management across all stages of the development/investment cycle.
Key Responsibilities:
• Build and maintain financial models for development, acquisition, and asset-level investments, incorporating complex capital structures, promote waterfalls, and return analyses (IRR, MOIC, NPV).
• Support the sourcing, underwriting, and execution of new investment opportunities across ground-up development and value-add strategies.
• Coordinate due diligence efforts including review of third-party reports, financial statements, leases, and market studies to ensure smooth and timely closings.
• Collaborate with development and asset management teams to track business plan execution, update project-level models, and monitor performance versus budget.
• Assist in capital markets activities, including lender and equity partner outreach, financial deliverables, and preparation of offering memoranda and investor presentations.
• Prepare internal and external materials, including investment committee memos, pipeline summaries, and quarterly investor updates.
• Conduct market research and data analysis on rents, sales, construction costs, and macroeconomic trends to inform underwriting assumptions and strategic decisions.
Qualifications:
• Bachelor's degree in finance, economics, or a related field; Master's degree a plus.
• 1+ years of experience in real estate, investment banking, private equity, or a related field.
• Strong analytical and quantitative skills, with proficiency in financial modeling.
• Excellent communication and presentation skills.
• Ability to travel and manage a workload, as required by the projects.
• Ability to work collaboratively in a team environment and independently.
LD&D offers a competitive salary based on experience and full healthcare benefits.
Acquisitions and Investment Analyst
Finance advisor job in Miami, FL
Acquisitions & Investment Analyst
Our client, a real estate investment firm, is looking for an experienced, Acquisitions and Investment Analyst to work in their Miami office. This is a front-line acquisitions and investment analysis role, covering underwriting, financial modeling, market analysis, and transaction execution within a fast-paced, entrepreneurial private-equity environment.
Responsibilities:
• Development & Acquisition Analysis: Excel modeling and market data to analyze and assess projects
• Financial Modeling & Forecasting: Build detailed models; run IRR, equity multiple, and scenario analyses
• Proformas & Valuations: Underwrite, create proformas, and value projects; assist with Argus inputs and review
• Property Management Support: Participate in budgets and strategic planning efforts
• Stakeholder Engagement: Attend site visits, market tours, and meetings with partners, brokers, and lenders
• Market Research: Monitor regional trends, comps, supply/demand dynamics
• Acquisition & Budget Assistance: Support management with acquisition, capex, and operating analyses
• Due Diligence: Evaluate commercial real estate opportunities, leases, and risk factors
• Investment Analysis & Reporting: Prepare models, presentations, and written reports
• Deal Support: Assist with negotiation, LOIs, and transaction management
• Pipeline Management: Maintain acquisition pipeline in Excel and Salesforce
• Documentation & Templates: Modify templates, prepare correspondence, and organize deal files
• Seller & Broker Outreach: Proactively contact potential sellers and brokers to source deals
• Analytical Support: Provide support to investment management and asset management teams
• Platform Execution: Perform financial analyses and documentation for acquisitions, financing, and dispositions
• Asset Management & Portfolio Analysis: Support reporting, valuation tracking, and portfolio-level analysis
Qualifications:
• Advanced Excel skills (financial modeling, sensitivity analysis, forecasting)
• Strong quantitative and analytical skills; intermediate real estate finance knowledge
• Ability to read and understand standard commercial office leases
• Highly organized, detail-oriented, and deadline-driven
• Excellent written and oral communication skills
• Comfortable in a fast-paced, entrepreneurial environment
• Proficient with Microsoft Office; basic proficiency in Salesforce and CoStar
Work environment: On-site, 5 days/week
Salary Range: $70,000-$90,000 base + Commissions (2x Upside)
Microsoft Dynamics 365 Finance & Operations
Finance advisor job in Jacksonville, FL
Delivery Architect -Microsoft Dynamics 365 Finance & Operations
Hybrid | Jacksonville, FL
12+ month Contract
10+years of experience,The Delivery Architect will be responsible for providing technical leadership in the design,documentation, and review of technology solutions that meet business and IT needs. This rolewill lead end-to-end solution delivery, act as the escalation point for all technical delivery
issues, and ensure alignment with enterprise architecture standards.
Key Responsibilities:
• Lead end-to-end implementation of Microsoft Dynamics 365 Finance & Operations (F&O;)
solutions.
• Design and deliver Azure cloud-native architectures and integrations with enterprise
systems.
• Develop and document solution and data architecture aligned with enterprise standards.
• Oversee technical delivery, manage risks, and ensure high-quality outcomes.
• Collaborate with IT, business stakeholders, and third-party vendors to achieve project
objectives.
• Drive reusability, performance optimization, and adherence to best practices.
Required Skills & Experience:
• 10+ years of experience in application development and technical architecture.
• Extensive hands-on experience with Dynamics 365 F&O; and related integrations.
• Strong understanding of Azure cloud components, CI/CD pipelines, and API technologies.
• Proficiency in .NET, C#, SQL Server, and Microsoft DevOps tools.
• Excellent communication and stakeholder management skills.
• Bachelor's degree in Computer Science or related field preferred.
Candidates must be located in or willing to relocate to Jacksonville, FL for a hybrid work
schedule.
Boutique Client Advisor (Ultra-Luxury Division)
Finance advisor job in Miami, FL
"To Be Distinguishable, One Must Push The Limits Of Creativity.”
Abel Richard is an ultra-luxury Maison located in the iconic Miami Design District, specializing in rare, limited-edition pieces that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. We created pieces that blend technology, high tech material designs, personality and purpose.
Position Overview
The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate will have experience catering to a global clientele of high jewelry and luxury watch connoisseurs, offering a resort-like yet impeccably polished service. They will excel at building meaningful, long-term relationships with the top 1% of collectors and enthusiasts who seek the finest in high-end jewelry and timepieces in the MDD and Bal Harbor markets.
Key Responsibilities
Represent Abel Richard with poise and refinement in all client interactions, ensuring a high level of confidentiality and personalized service.Cultivate and maintain relationships with ultra-high-net-worth clients and collectors, with a particular focus on leveraging Miami's premier cultural events such as Art Basel to drive exclusive appointments and curated private viewings. Collaborate with management on bespoke commissions, trunk shows, curate boutique RSVPs for events and international client engagements.
Requirements
Minimum 5 years of experience within ultra-luxury retail, specifically in high jewelry, watches, or heritage leather maisons.
Established client book within the Miami or South Florida ultra-luxury market, with a strong network among high jewelry and watch collectors and familiarity with the international clientele drawn to Miami's cultural and luxury events.Impeccable presentation, discretion, and deep understanding of luxury culture. Multilingual fluency is preferred (Spanish, Portuguese, or French). Strong CRM, and after-sales relationship management capabilities.
Compensation & Privileges
Earning Potential: (hourly + commission)
Structure: Hourly compensation with competitive draw vs. commission
Incentives: Commission-based earnings reflective of ultra-luxury performance standards
Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.
Part Time Client Advisor
Finance advisor job in Miami, FL
SIMONMILLER is expanding and hiring for their upcoming store in Miami, Florida.
This is a key customer facing role that will be responsible for assisting in the projection of the brand's culture and maintaining a level of service of the highest standard.
As a part-time Client Advisor, you will be responsible for:
- Welcoming, guiding and providing smooth and elevated client experiences
- Achieving sales, conversion, and clienteling targets
- Upholding administrative procedures, as well as assisting in Visual Merchandising of the store, maintaining the appearance of the Store, and assisting managing inventory based on demand
- Retaining information based on new collections and new seasons as they come in
- Maintaining and adding to a positive work-environment
- Retaining at least 3-5 clients per month including outreach
- Additional store tasks
Who we are looking for:
- Excellent interpersonal and communication skills to provide clienteling and customer service
- Someone who can work pro-actively and independently as well as in a team
- Someone who can build and develop long-lasting relationships with clients
- Strong sense of identifying customer needs, cross-selling products, and close sales to achieve store sales targets
- Someone with customer-facing role experience
- CRM and clienteling experience preferred
- Contribution to creative; store activations, visual merchandising and collection turnover
Financial Analyst (Real Estate)
Finance advisor job in Miami, FL
We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio.
Key Responsibilities:
Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions.
Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management.
Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives.
Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments.
Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders.
Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency.
Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures.
Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits.
Perform ad-hoc financial analysis and research to support strategic initiatives and special projects.
Required Skills and Experience:
Bachelor's degree in Finance, Real Estate, Accounting, or related field.
Minimum of 3 years of financial analysis experience with a focus on real estate investments or development.
Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus.
Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics.
Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.
Full-time Client Advisor - Aventura
Finance advisor job in Miami, FL
A TAG HEUER CLIENT ADVISOR IS…
…A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION
Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store
Supports colleagues & other team members in the boutique
Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints)
Proposes new ideas to develop sales (merchandising, events, product mix…)
…A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS
Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events
Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided
Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business
Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship
…AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR
Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…)
Leverages properly all tools (CEGID, Salesforce) and performs VM
Coordinates Aftersales operations until the return of the watch
Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…)
Contributes to a positive, inclusive and supportive work environment
Contributes to the store maintenance
Ensures compliance with internal control policies
Job Responsibilities
HARD SKILLS
Knowledge of luxury retail environment (minimum 2 year-experience)
Knowledge / passion for watches, new trends in lifestyle, new technologies and sports
Fluent in English + local language, a third language is a plus
Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc.
Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales…
Knowledge of Client and Clienteling KPIs
Knowledge of digital tools
Knowledge of / interest for Brand DNA, history & collections
Knowledge of Front and Back tools
Knowledge of (Brand) Retail Procedures
Soft Skills
Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients
Open minded, excellent interpersonal and communication skills
Energetic, self-motivated, action and results-oriented
Self-starter, able to work effectively in a fast-paced and dynamic environment
Adaptable to changes, flexible, able to bring up new ideas and solutions
Team spirit, high integrity and transparency
Ability to represent the Maison in & outside the store, great presentation skills
Digitally savvy, fast learner and rigorous
Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus.
Employee benefits:
At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more.
Equal Employment Opportunity
Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.
Financial Advisor
Finance advisor job in Daphne, AL
River Bank & Trust is looking for a Financial Advisor who is prepared to make a difference in the lives of our customers, by providing sound advice regarding their financial planning and needs. This is achieved not only through the bank's commitment to support your success, but also through your community involvement and relationships paired with your professional financial experience.
Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Meet with customers to assess their financial needs and goals
Develop strategies that align with each customer's risk tolerance and financial objective
Offer financial advice which follows a Best Interest standard through the implementation of a variety of financial products and services
Guide the customer through their options and each step towards suitable and risk-appropriate financial decisions
Cultivate and maintain customer relationships, including regular account reviews and community involvement
Maintain and stay updated on regulatory compliance and industry trends
Build and maintain customer relationships, internal referral network, and community involvement
Minimum Qualifications:
Bachelor's degree in finance or related field, preferred
At least 2 years' experience as a Financial Advisor or relevant experience
Certifications to include: Alabama Insurance Life and Health License, Series 7, Series 66
Skills, Abilities & Expectations:
This position may require traveling within the region at a minimum. Must have transportation that allows for this.
Knowledge of financial options and products with a willingness to adapt to industry trends
Expertise in financial planning and investment strategies
Be familiar with and follow policy and procedures
Stay abreast of regulatory requirements and industry trends
Ability to maintain composure and professionalism in volatile and high anxiety environments
Ability to exhibit patience, professionalism and calm composure with difficult or agitated customers
Complete annual compliance training applicable to the position
Customer service must be a top priority whether internally or externally
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Ability to analyze financial information and explain market data
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are essential
Willingness to adapt to change
Work within a variety of different financial planning software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work regularly, on time, and withstand varying degrees of stress
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products including: Word, Excel, and Outlook
Physical Demands:
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle, or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbents must attend work regularly, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, good standing, fully competent performance, and other non-discriminatory subjects.
Equal Opportunity Employer Statement:
River Bank & Trust is proud to be an equal-opportunity employer committed to maintaining a diverse and inclusive work environment. We will not discriminate based on race, age, disability, or any other non-merit characteristics when considering qualified applicants/employees for hire, transfers, promotions, terminations, training, or any other opportunities that may arise.
Financial Advisor
Finance advisor job in Pascagoula, MS
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.
Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises.
Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client.
Recommends product(s) and/or services based on the information provided by the client that are suitable for the investor's needs.
Meets with existing clients periodically to update them on potential investments and to determine whether any life changes (marriage, disability, retirement, etc.) have occurred that may affect their financial and investment goals.
Completes all client's paperwork in accordance with compliance and company guidelines including providing prospectus if applicable.
Receives client's trade orders and instructions for money movement and processes according to regulatory requirements.
Reviews all paperwork for accuracy and completeness before forwarding to HWIS operations for processing
Creates and maintains a weekly appointment schedule of branch location to meet with clients
Trains branch personnel on how to make referrals
Assists and supports in meeting their referral and investment goals by organizing call parties, client appreciation days, etc.
Attends branch meetings to monitor needs of branches
Looks for cross-referral opportunities to direct deposit, loan, trust
Attends annual compliance continuing education meeting held by Hancock Investment Services
Successfully completes required continuing education in compliance with both insurance and securities regulations
Renews insurance license on an annual basis prior to deadline
Complies with State Insurance and Securities regulations
Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions
Coordinates with bank business partners in order to have the opportunity meet with bank clients and determine how to meet their investment needs
Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities
Compiles lists of prospective clients to provide leads for additional business
Contacts and qualifies prospective clients and develops an action plan to assess their investment needs, acceptable risk level and to present solutions.
Develops long-term relationships with clients
Continually expands product knowledge and consultative selling skills through self-study and continuing education programs
Serves as a business partner to bankers and fellow financial advisors
SUPERVISORY RESPONSIBILITIES:
No
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree preferably in Business, Finance, Accounting or related field.
2+ years of related experience in Brokerage/Insurance and/or Banking/Retail
An equivalent combination of education, training, and experience may be considered.
Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing
Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing
Ability to learn, understand and communicate all investment products and procedures of the company
Ability to identify selling opportunities to up-sell and cross-sell bank products and services
Ability to interact with individuals of widely divergent lifestyles
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Auto-ApplyBDO Capital Advisors - Investment Banking Associate
Finance advisor job in Miami, FL
The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation.
Job Duties:
Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc.
Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Develops client relationships through deal execution and pitching, as appropriate
Analyzes companies and industries and works directly with client management teams
Prepares pitch books, sells memoranda and management presentations
Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts
Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)
Supervisory Responsibilities:
Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required
MBA, preferred
Experience:
Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required,
Experience in middle market M&A sell side investment banking, preferred
License/Certifications:
FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required
Software:
Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to successfully interact with professionals at all levels
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
Auto-ApplyFinancial Analyst - Corporate & Financial Planning
Finance advisor job in Birmingham, AL
This posting is to fill a Financial Analyst position within the APC Finance and Corporate Planning Team. The position will be responsible for supporting various Business Units ensuring their financial reporting and analysis objectives are met.
Job Responsibilities
Play a key role in implementing Enterprise Foundations related reporting and analysis
Preparing in-depth analysis to develop costing models that help streamline processes and to gain efficiencies
Analyzing financial risks and opportunities and developing insights to guide the leadership team on financial decisions around business performance.
Addressing O&M and Capital reporting needs, profitability analysis, specific sensitivity/trending analysis, and metric related information
Building strong working relationships with internal and external business partners to develop a deep understanding of the business
Support regulated and unregulated business units for analysis and reporting
Identifying and leading opportunities for continuous improvement, sharing best practices, and engaging in team building and business learning opportunities
Education Requirements
Bachelor's degree in Accounting, Finance, Business or equivalent or four or more years of relevant experience.
Job Experience
Experience in utility accounting, finance or related field
Experience in financial planning, analysis, and budgeting preferred
Proficiency in Microsoft Excel based models and pivot tables required
Working knowledge of utility accounting and finance to meet FERC requirements
Experience with JETS, PowerPlan, and other Southern Company accounting applications a plus
Knowledge, Skills, and Abilities
Demonstrated understanding and application of utility finance, profitability, economics, and budgeting
Knowledgeable on Financial principals such as net income, earnings per share, cash flow analysis, and revenue requirements
A high level of proficiency in applying GAAP, FERC, budget concepts, and regulatory accounting principals preferred
Strong organizational skills with attention to detail
Ability to handle multiple projects with changing priorities
Proven ability to develop and maintain relationships with internal and external partners, and is a team player
Ability to effectively communicate and coordinate with peers and management at various levels
Possesses technical competence and analytical skills including problem solving
Ability to develop and deliver concise oral, written, and visual presentations appropriate for diverse audiences
Ability to think strategically, innovate, implement tactically and make timely decisions
Demonstrate Our Values
Other Requirements:
Drivers' license required
Auto-ApplyRisk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate
Finance advisor job in Tampa, FL
JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
* Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
* Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
* Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
* Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
* Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
* Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
* Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
* Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
* Bachelor's degree or equivalent experience required;
* Recent experience working in the digital assets space
* Knowledge of OFAC regulatory requirements;
* Banking experience inclusive of knowledge on banking processes, products, and controls;
* Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
* Advanced problem solving and critical thinking skills;
* Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
* Proven experience and extensive familiarity working in a complex multi-national organization
Auto-ApplyFinancial Advisor
Finance advisor job in Pascagoula, MS
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.
Primary Responsibilities
Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
Builds and maintains a strong client network and pipeline
Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
Conducts and/or participates in investment performance and relationship reviews
Keeps junior level staff informed about investment products and opportunities
Adheres to compliance requirements and follow corporate and industry protocols
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Series 7
Series 63 & 65 or Series 66
Life Insurance License must be obtained within 60 days from employment start date
Preferences
Bachelor's degree
Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
Two (2) years of Financial Advisory experience
Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+
Position Type
Full time
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
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Location DetailsPascagoulaLocation:Pascagoula, Mississippi
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Auto-ApplyStudent Financial Services Analyst - 004885
Finance advisor job in Mobile, AL
Information Position Number 004885 Position Title Student Financial Services Analyst - 004885 Division Finance and Administration Department 172600 - Student Accounting Minimum Qualifications Bachelor's degree in accounting from an accredited institution as approved and accepted by the University of South Alabama and three years of professional accounting experience. A master's degree in accounting may be substituted for one year of the required experience.
Preferred Qualifications Job Description Summary
The University of South Alabama's Office of Student Accounting is seeking to hire a Student Financial Services Analyst. Interested candidates should apply to be considered.
Essential Functions
These are the job duties required of the position.
Essential Functions
* Performs comprehensive accounting and administrative duties for all repayable scholarship programs under the oversight of Student Accounting.
* Works with students and third-party servicers to maintain loan fund receivable balances.
* Reviews grant applications that fund student tuition, fees, and living expenses to ensure promissory notes or commitment letters are appropriately executed and maintained per requirements.
* Monitors all transactions impacted assigned accounts, ensuring transactions are accurately recorded within the enterprise software system and supporting schedules.
* Assists student loan accounting staff with monthly and year-end reporting to various regulatory bodies associated with various loan programs.
* Records student loan payments and advances.
* Monitors student loan accounts; assists students with various loan fund problems including delinquent accounts follow-up; ensures loan collection activities comply with Federal due diligence requirements; maintains relationships with various collection agencies and proper reporting to the Attorney's Office.
* Works independently to include problem resolution by researching authoritative sources and making recommendations for courses of action relating to student accounting loan issues.
* Reconciles loan fund system accounts to the general ledger on a monthly basis.
* Prepares various monthly and year end schedules and journal entries.
* Works with the Financial Aid Office to ensure all required forms are completed prior to disbursement of any loan funds.
* Works with various University departments to implement procedures for new loan programs.
* Maintains a high level of knowledge of Financial Aid rules and regulations as they apply to grants, scholarships, and loan payments.
* Processes journal vouchers.
* Assists the Student Accounting Office with student registration which includes receipting USA tuition payments, loan payments, and departmental deposits, on a cash receipting system, balancing the cash receipting system with cash, checks and credit cards received for payment.
* Reviews and maintains all relevant third-party and internal documents relevant to duties to ensure comprehensive knowledge-base.
* Prepares annual Department of Education (DOE) reports for assigned funds based on applicable deadlines.
* Works daily within the University Banner Finance System for financial and student related functions.
* Makes recommendations on policy and procedure changes.
* Assists with related functions within Student Financial Services and other departments reporting to the Chief Administrative Office.
* Regular and prompt attendance.
* Ability to work schedule as defined and additional hours as required.
* Related duties as required.
Posting Information
Number of Vacancies 1 Position End Date (if temporary) Job Open Date 11/20/2025 Job Close Date Open Until Filled Yes Special Instructions to Applicants Working Days Monday - Friday Working Hours 8:00 a.m. - 5:00 p.m. Job Location Main Campus Full-time or Part-Time Full Time Regular or Temporary Regular
Financial Consultant
Finance advisor job in Fairhope, AL
As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
SUMMARY/OBJECTIVES
Financial Consultant
Finance advisor job in Fairhope, AL
As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years.
SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
SUMMARY/OBJECTIVES
Auto-ApplyANALYST - CORPORATE FINANCE
Finance advisor job in Fort Lauderdale, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management.
Responsibilities
Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions
Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities
Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors
Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics
Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties
Analyze market trends, competition and industry news.
This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned.
Qualifications
EXPERIENCE, EDUCATION, AND CERTIFICATIONS
A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required.
At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis.
Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred.
MBA, CFA or CPA is desirable
SKILLS
Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models
Knowledge of corporate finance and accounting
Experience analyzing company financials
Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner
Deeply analytical and thoughtful in analyzing a company's financials and growth prospects.
Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements
Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind
Understanding of worldwide gaming markets, performance and regulations.
Multiple language abilities a plus; fluency in English required.
Must possess strong communication and listening skills, excellent speaking, reading and writing.
Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas.
Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization.
Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols.
Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
Finance Analyst - Bridge and Marine
Finance advisor job in Mobile, AL
Job Level: Entry Level Home District/Group: Kiewit Bridge Marine District Department: Operational Finance Market: Transportation Employment Type: Full Time Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day!
The Finance Analyst is an entry level role focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Finance Analyst concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Business Specialist will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management.
At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too.
District Overview
Kiewit's Bridge & Marine District headquartered in Vancouver, Washington, operates with heavy civil, marine, and industrial capabilities across North America. We are a leader in technical and traditional bridges, bridge like structures, marine structures, and dredge work. Kiewit Bridge & Marine is also the foremost constructor of floating bridges across the United States.
Location
One of the many things that makes Kiewit's culture unique is that we go where the work is, which exposes your career to abundant opportunities. We relocate our teams based on the work that is available, combined with the development plans, skill sets and career goals of each team member. This means your Kiewit adventure is custom designed to meet our shared needs. Job assignment location will be determined closer to your start date.
Responsibilities
* Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed
* Fosters relationships with the Operations team and shows a willingness to learn about the work
* Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees
* Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls
* Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues
* Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management
* Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules
* Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management
* Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue
* Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members
* Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner
* Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level
Qualifications
* Ability to travel and relocate initially and throughout your career as business requires
* 0-2 years' financial/data analysis experience
* Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, or equivalent degree
* Minimum GPA of 3.0 or above
* Previous internship experience is preferred
* Working knowledge of Microsoft Excel, Word and Outlook
* Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred
* Effective oral and written communication, organization and interpersonal skills.
* Strong attention to detail with the ability to recognize discrepancies
* Positive attitude, eagerness to learn, and passionate for continuous improvement
* Must be able to freely access all parts of a construction site in wide-ranging climates and environments
* Ability to work well independently, as well as part of a team.
* Must have a valid Driver's License
Other common names for this role: Business Manager, Business Analyst, Financial Analyst
Other Requirements:
* Regular, reliable attendance
* Work productively and meet deadlines timely
* Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment
* Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies.
* Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required.
Base Compensation: 72,800.00 - 85,904.00
(Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location)
We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.
We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.