Finance advisor jobs in Mount Pleasant, SC

Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy. Answering client questions about financial strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Resilience and humility. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial strategies or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Requirements: Bachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR fX7ntgR2Lh

Job DescriptionFinancial Advisor - Charleston, SC We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals. About the Firm: Independent Wealth Management team with a focus on holistic financial planning, portfolio management, 401(k) advisory and institutional portfolio management. Benefit from the ability to build and manage your own book of business while having a young but experienced group of financial professionals to collaborate with and share ideas. Turn key solution, branding, website, administration, compliance all a part of the package Operate underneath the Roadstead Capital brand but have the backing of two of the largest investment companies in Fidelity and Osaic Wealth for custody and compliance. Competitive payout and significant sign-on bonus potential for advisors with existing books of business. Responsibilities of the position include: Providing financial advice to clients Developing and implementing financial plans Managing client assets Providing ongoing support to clients Qualifications for the position include: Bachelor's degree in finance or a related field CFP certification preferred 5+ years of experience in the financial services industry Strong communication and interpersonal skills Ability to work independently and as part of a team For more information contact : Ben Dollar The Provider Finder ************* *************************

Primary Office Location:151 Meeting Street Suite 100. Charleston, South Carolina. 29401.Join our team. Make a difference - for us and for your future. Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Your own business. Unlimited income potential. Excellent benefits package. Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their financial futures while building lasting relationships and making an impact in our local community. Modern Woodmen of America as an organization This is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't afraid to roll up our sleeves. We paint park benches, serve meals to those in need, play in dodgeball tournaments and more, all to raise funds and support our community. Our team supports personal and professional growth. What you can expect to do as a financial representative You'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You'll achieve sales goals and be rewarded with expense-paid trips to world-class destinations. You'll design your schedule, so you can be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers are just a sampling of the activities you'll take part in to raise funds for local nonprofits, individuals and families in your community. Because of your hard work, you'll also be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. You as a financial representative You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired, and your integrity drives you to do the right thing. You strive to always have a positive attitude, and you have the mentality to accomplish anything you set your mind to. What Modern Woodmen offers Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing benefits package includes health insurance (Modern Woodmen pays 100%) and an awesome retirement plan (so you can enjoy the best years of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and New York await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry. So, the real question is, what are you waiting for? Apply today. Modern Woodmen is an equal opportunity employer (EOE). Representative Company: Modern Woodmen

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What You Will Receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, and life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $100,000 at plan Responsibilities: Attend virtual and in-person training to enhance financial expertise. Leverage company-provided marketing tools and industry resources. Work within a hybrid model, attending in-person meetings and training sessions as required. Engage in structured coaching, mentorship, and training programs. Maintain compliance with industry regulations and licensing requirements. Qualifications: Self-motivated, coachable, and driven to succeed. No prior financial experience is required, and comprehensive training is included. Competitive mindset with a history of leadership or achievement. Excellent communication and relationship-building abilities. Must be authorized to work in the US. About Company Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning. We can be different by doing the right thing! Benefits Included: Agent Retirement Plan, Agent Health Care

At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally. Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams. Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY. Some of our Benefits/Perks: Medical/Dental/Vision Insurance Employee discount on loans Team members qualify for a discount on consumer loans. Professional Development Reimbursement of up to $5,250 per year for full-time team members. Paid Time Off 15 days/year & over 10 Paid Holidays Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members. Retirement Benefits (401K) Grow matches up to 8% for team members. Growth Potential In-house training department dedicated to helping our team members reach their maximum potential. Responsibilities Responsible for working with members of the credit union to help them with their financial planning needs. This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members. Qualifications Required Skills/Experience: Bachelor of Arts/Science degree in Finance, Business or related field from an accredited university required. Minimum 2 years of revenue- generating financial sales experience required. Series 7, 66, or (63 and 65) securities licenses required. Florida Life, Accident and Health Insurance License required. Related customer service experience preferred. CFP , ChFC , CRPC , JD, CPA or similar designation currently held or actively pursuing strongly preferred. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities. Physical Demands: Must be able to sit for extended periods of time. Must be able to read, write, speak and type English. Must be able to hear and use a telephone. Use of computer requires repetitive keystrokes. Work Environment: Preferred candidates will reside in Columbia or Charleston, SC, or within the surrounding region between these two cities. This is a hybrid opportunity-You'll thrive in the energetic environment of our retail stores, with the option to work remote on occasion. Apply online now! An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $80,000+ OTE Responsibilities: Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations Create customized financial plans suitable for each client based on potential life changes and changing financial needs Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Bachelor's degree in business administration, finance, or related field is required Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Bachelor's Degree a must, sales experience and/or financial internships a plus. A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

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

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Business Our Growth, Your Opportunity At Maymont Homes, our success starts with putting residents first. We're expanding to bring clean, safe, attractive, and affordable housing to more families across new markets. With over 20,000 homes, multiple build-to-rent communities, and more on the horizon, we're not just a leader in the single-family rental space, we're a company that truly cares about the people and communities we serve. As a division of Brookfield, Maymont Homes is growing fast and making an impact. Join us to shape a brighter future for our residents while advancing your career with a purpose-driven team. Job Description Primary Responsibilities: The Analyst, Community Investments is responsible for identifying, underwriting, and acquiring new Build-to-Rent communities and Single-Family Rental Homes consistent with the investment strategy set by the company. **Full-time onsite in Charleston, SC** Skills & Competencies: Bachelor's degree in Finance, Economics, Business, Real Estate, Civil Engineering, Construction Science, or another similar field or equivalent 1-3 years of progressive real estate and development experience within the single-family, homebuilding, and/or multi-family industries (Build-to-Rent experience preferred) Experience with site analysis, demographic and market analysis, and a general understanding of the land acquisition and entitlement processes Strong interpersonal and communication skills, comfortable speaking before large groups, and presenting investment memos to executive level committees and other similar groups Efficient in effectively focusing upon and communicating only the relevant key concepts/metrics Advanced knowledge of Word, Excel, and PowerPoint; comfortable working with complex data with the ability to build, manage, and manipulate complex financial models. Highly organized, able to manage and prioritize multiple business objectives and projects in disparate geographies with the proper sense of urgency and accountability Experience working in a work schedule environment, including in-office operation, weekends, and holidays, based on business need Essential Job Functions: Perform in-depth analysis of real estate investment opportunities, including market research, financial modeling, and risk assessment Utilize internal tools, third party data resources, and internal and external parties to guide, verify, and support key underwriting assumptions Responsible for managing and updating a comprehensive pipeline of prospective investments, and a detailed tracker of relevant sales in our target markets Prepare one-page summaries, investment screeners, and investment committee memos to gain approval for new projects Draft term sheets that algin with deal specific terms and that are consistent with firm's investment strategy Assist in the due diligence process by coordinating 3rd parties and property inspections, aiding in the review of legal documents, and continually assessing financial viability Coordinate with Asset Management as necessary to ensure reporting during development and lease up is timely, accurate and properly reflects the status of the project through stabilization Coordinate and collaborate with leasing, marketing, and asset management teams regarding underwriting inputs Provide support in structuring project level and/or any programmatic financing structures associated with the communities by communicating consistently about upcoming projects, working with external and internal capital markets advisors, and staying abreast of market conditions Maintain accurate and organized records of investment opportunities, financial models, and due diligence reports Adhere to company policies, procedures, and guidelines while conducting investment analysis and making recommendations Continuously review and improve investment analysis processes to increase efficiency and effectiveness Other duties, as assigned by supervisor or leadership team. Key Metrics & Responsibilities Efficiency - Measurement of time management, and ability to meet deadlines Accuracy - Ability to accurately underwrite single family rental homes and Build-to Rent communities (rent forecasts, operating assumptions, etc.) Individual productivity to meet deployment goals set Team productivity to meet deployment goals set Collaboration - Measurement on delivery of assignments, quality of performance, and group effort Why work for Maymont Homes ? Our Mission - “We Positively Impact the Lives in the Communities We Serve”. We do this through the work we do and the volunteer efforts that the company sponsors. You can make a difference in your community while you work! Outstanding benefits package - our benefits are provided by Brookfield and offer immediate 5% match on the 401(k) plan, wellness credits that significantly reduce the employee cost for health care coverage, and up to 160 hours of PTO per year for full time employees. Huge parent company - support and backing from Brookfield Asset Management, one of the largest real estate asset management companies. Career growth - with our plans for growth and expansion into new markets, there are many opportunities to move up within the company. Equal Opportunity Employer: Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information. #MYMT

. This position is based at our North Charleston, SC campus location. Transform your Career at ECPI University Since 1966, ECPI University's employees have been dedicated to helping students achieve their academic and career goals through our unique education model. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. ECPI University provides a stable work environment, with professional growth opportunities, and competitive benefits. If you are interested in joining us in making a difference in students' lives, we would love to hear from you to discuss the opportunity. Benefits of Employment ECPI University provides comprehensive benefits, some of which are highlighted below: Tuition scholarship program available to employees and their immediate family members after 90 days of employment Competitive compensation and medical/dental benefit plans 401(k) participation with possible employer contributions Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the particular needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies and systems. Ability to handle a high pressure environment with significant timeline pressures. Able to interact with employees, potential students and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. ECPI University is proud to be an Equal Opportunity Employer.

Primary Office Location: 151 Meeting Street Suite 100. Charleston, South Carolina. 29401. Join our team. Make a difference - for us and for your future. Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Join Our Team as a Financial Advisor! About the Role: Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Charleston, SC and Miami FL. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success. What You'll Do: Build Relationships: Connect with clients to understand their financial needs and goals. Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies. Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives. Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals. Stay Informed: Keep up with industry trends and regulations to offer the most current advice. What We're Looking For: Experience: At least 3 years in financial planning and investment management. Experience with high net worth clients is a plus. Education: Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute). A Master's degree is a bonus. Required Skills: Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7). Applicable State Life and Annuity Insurance Licenses. Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. Preferred Skills: Certified Financial Planner (CFP) designation. Why Join Us? Dynamic Locations: Work in vibrant cities like Miami/South, FL, Charleston, SC Flexible Schedule: Full-time position with the flexibility to work evenings and weekends as needed. Travel Opportunities: Up to 50% travel required, giving you the chance to explore new places. Our Commitment: Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees. Supportive Environment: Reasonable accommodations are available to enable individuals with disabilities to perform essential functions. Growth and Development: We believe in continuous learning and offer opportunities for professional growth. Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time position FLSA Status: Exempt Ready to take the next step in your career? Apply now and join us in making a difference in our clients' financial futures! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Senior Equity Analyst Join our firm! Our firm values your skills, your growth is encouraged, and your work truly makes a difference! If you thrive in a professional yet welcoming environment and want to be part of a boutique, employee-owned wealth management firm with a 40-year track record of success, this is your moment! Why You'll Love This Role You will help us grow! This position will focus on identifying investments based on DAC's proprietary investment screens and performing fundamental research across several industries. Our disciplined investment process begins with bottom-up fundamentals and requires due diligence of industry and company-specific trends, company financial analysis, modeling, and valuation work. The Senior Analyst will then use this research to make specific investment recommendations for the client and institutional portfolios managed by DAC. What You'll Do • Learn and adopt DAC's dividend growth investment philosophy while embracing DAC's team-based culture, which supports an environment of mutual respect and shared rewards. • Monitor DAC's existing equity investments, including posting quarterly earnings notes, maintaining price targets, and communicating current investment recommendations to Private Client and Institutional Asset Management teams. • Screen DAC's investment universe to identify new opportunities within DAC's defined investment universe. • Conduct a thorough fundamental analysis of a company's business and financial position, including cash flow assessment and dividend sustainability, balance sheet and income statement evaluation, and be able to draw insightful conclusions from their analysis. • Responsible for all aspects of DAC's fundamental research process, including company research, setting up remote and in-person meetings with company management, writing company or industry research reports, developing detailed valuation analyses, and modeling financial projections. • Monitor market conditions and evaluate current economic and investment trends. • Communicate investment opportunities within DAC verbally and through written research reports. • Contribute to DAC's client and institutional model portfolios as well as separate account non-model portfolios. • Perform other duties as assigned by the Chief Investment Officer • Be accountable and responsible for adhering to DAC's Core Values: Know Your Stuff, Devoted to Excellence, Serve With Integrity and Humility, Be Real and Transparent. Qualifications • Bachelor's degree and completion or progress toward CFA Level III are required; an advanced degree in Finance or Accounting is a plus • Minimum of 5 years of relevant experience (public or private equity investing) • Strong understanding of finance and accounting • Proficient with financial modeling and discounted cash flow analysis • Proficient in Word, Excel, and PowerPoint • Working knowledge of FactSet and/or Bloomberg • Strong communication skills, both written and verbal • Flexible and team-oriented, with the ability to pivot from one task to another with minimal supervision • Self-motivated and entrepreneurial, with a demonstrated passion for investing • Intellectual curiosity with an ability to engage in thoughtful debates over the merits of an investment. Dividend Assets Capital offers a comprehensive benefits package to support your health, wealth, and overall well-being.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Job Description Thorough understanding of cost input sources and Basis of Estimates Understands the basic concept of EVMS. Responsible for on-contract growth pricing Possess in-depth knowledge of budgeting, forecasting, analysis and reporting cycle, to include experience in EAC, variance and trend analysis Analyze and validate project costs and project performance status Perform moderately complex accounting and analytical tasks; including transaction processing, account reconciliation, analysis and reporting Develop corporate monthly, annual, and 5-year revenue and operating income forecasts using historical and trend analysis Coordinate program level PM Reviews. Prepare and publish program metrics and reports Possess general knowledge of contract management procedures and contract processes and support process improvement initiatives Knowledge and application of FAR, CAS, and government accounting Reconcile monthly and cumulative cost and performance data Import/reconcile monthly budgets and forecasts Develop presentations and metrics for internal and external customers, and maintain a high level of customer focus Possess excellent written, verbal and interpersonal communication skills, along with ability to handle conflicting priorities among work groups Capable of a high level of accuracy, attention to detail and high level of accountability Ability to identify, diagnose, and resolve complex problems independently within a fixed period of time. Perform all other duties as assigned. Qualifications Bachelor's Degree in Business, Engineering, Finance, Accounting or related field and 1-2 years of applicable experience. Six Sigma/ Greenbelt certification desired Experience with Indefinite Delivery Indefinite Quantity (IDIQ) government contracts is preferred Experience with Cobra desired Experience with Deltek accounting software (Costpoint, COGNOS) is a plus Proficient in MS Office suites: Excel, PowerPoint, Word. Advanced Excel skills are required Ability to get a clearance Additional Information To know more about this position, please contact: Vishwas Jaggi ************ ******************************

Aufgaben Shape the future today. The world is changing. The question is, what will be our contribution to the outcome? We have set the pace in the field of mobility from the very beginning, and we will continue to do so. At Mercedes-Benz Vans, interdisciplinary teams are developing the mobility of tomorrow. Our goal is to make mobility safer, simpler, and more sustainable for people across the globe. Put your pioneering spirit to good use: This is your opportunity to make a contribution that extends far beyond your job title. At Mercedes-Benz Vans, we offer you the perfect environment for your professional and personal growth. Cutting-edge training and promising career opportunities will help you to foster and expand your professional skill set as well as your individual strengths. Think, try, and thrive with us in collaborative work environments that spark game-changing concepts. Job Overview: Mercedes-Benz Vans is looking for a Finance/Accounting intern. The applicant filling this position will handle a wide range of important duties. Responsibilities: * Assist with month-end financial activities * May assist in the analysis, investigation and research supporting the needs of organization's financial planning * May assist with classifying, examining, and analyzing accounting records * Support Senior team members with daily tasks under direct supervision * Participate in regularly scheduled team meetings * Complete special projects as needed * Will perform other duties as assigned Qualifikationen Qualifications: Applicants should be Business, Finance, Economics or Accounting majors in pursuit of their Bachelor's or Master's Degree or having graduated within the past 12 months. * Proficiency in Microsoft Office applications * Attention to detail * Ability to multi-task * Excellent communication skills * Self-motivated and interested in adding value to the company Preferred Start Date: January 2026 Preferred Requirements: * Currently enrolled in University or in a gap year between Bachelor's and Master's degree * A minimum of 3 semesters of studies in relevant field of study * Available for a minimum of 3 months, prefer availability for a maximum of 6 months * Preferred 40/hour work week, but part time hours are also available Additional details: * Hourly rate is $20/hour. * MBV does not offer assisted living or a relocation package for this assignment We are all in for change. Are you too? Apply now. If you have experience in the above and are interested in joining an outstanding company we welcome you to apply. The division Mercedes-Benz Vans is world renown for quality and innovative products. Mercedes-Benz Vans, LLC ("MBV") is a Ladson, South Carolina based production entity that produces Sprinter as well as eSprinter vans for the U.S. and Canadian markets. Mercedes-Benz Vans, LLC has invested more than 500 million U.S. Dollars in the new Sprinter plant, which officially opened in 2018. Today, the MBV facility provides more than 1,700 jobs and supports at least 600 additional jobs in the region through its suppliers. Representing an additional nearly $60 million investment, MBV Charleston was selected to be the first plant in the Mercedes-Benz Vans global production network to produce the all-new eSprinter, beginning in 2024. Mercedes-Benz Vans Charleston also continues investing in the local community with over $1,900,000 dollars donated to local non-profits & schools via STEM programs since 2006 and over 900 volunteer hours. Since 2006, more than 350,000 Sprinter and Metris vans have been assembled in North Charleston and delivered to destinations across the U.S. In 2021, the plant celebrated its 15-year legacy of SKD production in South Carolina. 2023 marked a plant milestone with a record-setting over 50,000 vans produced. The U.S. is the second largest market for Sprinter vans after Germany. Mercedes-Benz Vans, LLC is committed to fostering an inclusive environment that appreciates and leverages the diversity of our team. We provide equal employment opportunity (EEO) to all qualified applicants and employees without regard to race, color, ethnicity, sex (including pregnancy, gender identity, and sexual orientation),age, national origin, religion, marital status, veteran status, physical or other disability, genetic information, or any other characteristic protected by federal, state or local law.

FINANCIAL ANALYST (L&MFA-2025-24009): ***This position is Hybrid and only candidates within commutable distance to Bowhead locations will be considered. *** Bowhead seeks a Financial Analyst (FA) who will complete and assist in various financial functions such as budgeting, auditing, forecasting, trending and analysis. The FA is responsible for creating, updating, and analyzing budget estimates for completeness, accuracy, and conformance with procedures and regulations. **Responsibilities** The FA will track project expenses, update spend plans and month end accruals as needed. The FA is also responsible for reporting, making recommendations, and analyzing project financial status on a monthly basis at a minimum; completing scheduled and ad hoc financial data calls for internal and external customers; and maintain compliance with company, contract, and federal/state applicable regulations and policies. They will interface with Program Management and Support Services in the execution of their duties on a regular basis. This position may assist in the preparation of proposals for new and existing delivery orders. Specific tasks include but are not limited to: + Prepare cost estimates + Develop spend plans + Tracking actual obligations and expenditures versus planned using ERP and EDW + Update Cobra spend plans at least monthly, track financial commitments and expenditures, participate in month-end-close duties to ensure financial data is accurate and in compliance with GAAP + Compile financial data to provide to the Business Financial Manager to complete action items and data calls + May work with leadership within assigned unit for financial planning and analysis at higher level than stand along projects + Other duties as assigned to support Operational needs and goals **Qualifications** ***This position is Hybrid and only candidates within commutable distance to Bowhead locations will be considered. *** + Five plus (5+) years professional finance or account experience + Bachelors degree from nationally accredited university in a related field such as Business, Management, Accounting, Finance, or Economics. Degrees in other fields will be considered with successfully completed coursework in business, finance/accounting fields. Can substitute Bachelors Degree with additional years of work experience and/or Associates Degree or applicable certifications. + Intermediate to advanced level skills in Microsoft Office software suite - Word, Excel, Outlook, PowerPoint. Both desktop and O365 versions. + *ALL CANDIDATES WILL BE REQUIRED TO DEMONSTRATE EXCEL ABILITIES IF SELECTED FOR INTERVIEW.* + Intermediate to advanced level skills in basic computing skills including Windows-based systems and must be able to quickly and accurately perform data entry tasking in various software platforms. + Ability to communicate effectively with all levels of internal and external customers. + Strong interpersonal skills and good judgment with the ability to work alone or as part of a team. Preferred Skills/Experience: + Understanding of various government contract types such as Costs Plus, Fixed Price, T&M. Understanding of basic accounting functions and regulations + Familiarity with Costpoint, Concur, Cobra, QlikView or similar systems + Active secret clearance highly preferred + Understanding of indirect rates drivers and ability to make recommendations to management on rate variance mitigation and management reserve/buffer + Experience with large, high employee count projects or new high employee & sub count projects + Leadership/Management experience or certifications. May be responsible for the training and/or mentorship of junior FAs + Minimum of two years working in the GovCon industry Physical Demands: + Must be able to lift up to 25 pounds + Must be able to stand and walk for prolonged amounts of time + Must be able to twist, bend and squat periodically CLEARANCE REQUIREMENTS: There are currently no Security Clearance requirements for this position; however, candidates must be able to successfully pass a background check. Due to the location of this work, US Citizenship is required. Bowhead reserves the right to change this requirement if necessitated by business needs or contractual obligations. Applicants may be subject to a pre-employment drug & alcohol screening and/or random drug screen, and must follow UIC's Non-DOT Drug & Alcohol Testing Program requirements. If the position requires, an applicant must pass a pre-employment criminal background history check. All post-secondary education listed on the applicant's resume/application may be subject to verification. Where driving may be required or where a rental car must be obtained for business travel purposes, applicants must have a valid driver license for this position and will be subject to verification. In addition, the applicant must pass an in-house, online, driving course to be authorized to drive for company purposes. UIC is an equal opportunity employer. We evaluate qualified applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics EOE/D/V. In furtherance, pursuant to The Alaska Native Claims Settlement Act 43 U.S.C. Sec. 1601 et seq., and federal contractual requirements, UIC and its subsidiaries may legally grant certain preference in employment opportunities to UIC Shareholders and their Descendants, based on the provisions contained within The Alaska Native Claims Settlement Act. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. All candidates must apply online at ****************** and submit a completed application for all positions they wish to be considered. Once the employment application has been completed and submitted, any changes to the application after submission may not be reviewed. Please contact a UIC HR Recruiter if you have made a significant change to your application. In accordance with the Americans with Disabilities Act of 1990 (ADA), persons unable to complete an online application should contact UIC Human Resources for assistance (******************************************** The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) UIC Government Services (UICGS / Bowhead) provides innovative business solutions to federal and commercial customers in the areas of engineering, maintenance services, information technology, program support, logistics/base support, and procurement. Collectively, the fast-growing Bowhead Family of Companies offers a breadth of services which are performed with a focus on quality results. Headquartered in Springfield, VA, we are a fast-growing, multi-million-dollar company recognized as a top Alaska Native Corporation providing services across the Department of Defense and many federal agencies. Bowhead offers competitive benefits including medical, dental, vision, life insurance, accidental death and dismemberment, short/long-term disability, and 401(k) retirement plans as well as a paid time off programs for eligible full-time employees. Eligible part-time employees are able to participate in the 401(k) retirement plans and state or contract required paid time off programs. **Join our Talent Community!** Join our Talent Community (************************************************************************ to receive updates on new opportunities and future events. **ID** _2025-24009_ **Category** _Accounting/Finance_ **Location : Location** _US-VA-Dahlgren_ **Clearance Level Must Be Able to Obtain** _N/A_ **Minimum Clearance Required** _N/A_ **Travel Requirement** _N/A_ **_Additional Locations_** _US-VA-Stafford | US-SC-Charleston | US-VA-Dahlgren | US-AL-Huntsville_

Job Description Essential Job Functions: The Bureau of the Comptroller and Global Financial Services (CGFS) requires the contractor to provide Financial Analyst services in Post Support Services (PSS). PSS has high visibility and carries significant responsibility for providing financial management services, including Vouchering, Time and Attendance, Accounting, Reconciliation, Financial Systems Analysis, and Financial Reporting. The office also provides support to overseas missions located in conflict or hardship areas. The Financial Analyst position works with other PSS Accountants to provide support to PSS customers, with specific duties assigned by the Manager. Functional Responsibility: Primary responsibility is to provide transactional accounting, general financial management analysis and financial reporting to Post management and Bureaus. Utilize specific financial tools to record and monitor financial transactions to include RFMS, Global BI and GFMS. Monitor and review 477 charges and other accounting transactions to ensure they are properly posted against the correct account. Work closely with Post and external organizations to develop accurate ICASS budgets and workload counts; identify and analyze trends and developments in financial systems and present findings to all levels of management. Prepare financial plans/budgets for serviced posts using DOS-approved budgeting tools/applications such as WebICASS, WebRABIT, OBO/RPA in accordance with established guidance provided by Regional/Functional Bureaus in DC. Prepare regular and/or as needed financial reports required by Post Management or Bureaus. Receive and monitor Advice of Allotments (AOAs) for accounts with Operating Allowances, process the funding/allocation in RFMS. Fund procurement actions/grants using ILMS/Ariba, and SAMS. Process and record obligations for those AOAs in the financial systems for transactions that do not automatically interface and require manual entry. Provide fiscal data to Post and/or Bureau, so contracts can be completed in ILMS. Fund travel requests/advances in E2, obligation transmittals, or other methods as applicable. Monitor staff travel advances and take appropriate action to ensure timely closure of travel orders, collections, and resolution of outstanding advances. Conduct periodic reviews of the Status of Funds and Status of Obligations reports generated by RFMS/C or Global Business Intelligence (GBI) for accuracy. This includes reviewing travel-related obligations and travel advances, and conducting periodic reviews, adjustments, and validations of unliquidated obligations for possible de-obligation. Maintain excellent communication, professionalism, and courtesy with customers, coworkers, and management regarding all aspects of the job. Software Systems Utilized: Microsoft Office (Excel, Word, Outlook, Teams, Access), RFMS, GFMS, RPA, GBI, IBIS, WebICASS, WebRABIT, E2 Travel System, and ILMS. Minimum/General Requirements: This position requires a four-year degree (BA/BS) from an accredited college or university in Financial Management, Business Administration, or a related field, or an equivalent combination of coursework and related work experience. At least two years of relevant work experience are required. Experience working in Department of State Financial Management is highly desired. The incumbent must be detail-oriented and possess strong analytical, communication (verbal and written), and organizational skills, with demonstrated experience providing customer service and direct support to financial management staff or customers, ensuring responsiveness, accuracy, and a high level of delivery and service. This includes experience in Financial Management at an overseas post (e.g., embassy or consulate), encompassing financial analysis, budgeting, and an understanding of the ICASS process. Period of Performance: The contractor employee will work an 8-hour shift with a non-compensated 45-minute lunch. This position requires an onsite working posture (see your Project Manager for work schedule). Additional hours and some local or international travel may be required and must be authorized by your Project Manager and DoS Management. Security Requirements: All personnel provided under this task order must either possess or be able to obtain a minimum-security clearance of “Moderate Risk/Public Trust,” issued by the Department of State, Diplomatic Security.

A successful financial analyst speaks to clients regularly to create a sense of partnership in achieving agency goals. They are quick to respond to client or prospective client inquiries, and are optimistic when facing any challenge. They work closely with segment managers and their Regional Manager to ensure Angela Adams Consulting remains the premier provider for agency solutions. Requirements Duties Ensure contractual obligations to clients including time worked and deliverables are met Communicate regularly, proactively, and effectively with leadership, internal staff, prospects, and clients Identify additional client needs, and offer solution based services Maintain strict client, company, and staff confidentiality Accurate timekeeping of both billable and non-billable work Year-End Collaboration with CPA Year-End Financial Reporting Production vs Income Reporting Due Diligence/Pro Forma Reporting Expense Analysis General Ledger Review Comprehensive Sales and Production Reports Producer Commission Management Trust Banking Management Trending P&L Statements Budgeting Carrier volume management Requirements: PC with high speed internet Minimum three years of insurance Accounting & AMS360 experience Ability to sit for extended periods of time Designated work area, free of distractions Microsoft Office experience Self-motivated Detail orientated CPA preferred but not required