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Finance advisor jobs in Pensacola, FL

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  • Financial Advisor

    River Bank & Trust 4.2company rating

    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.
    $57k-99k yearly est. 60d+ ago
  • Financial Advisor Associate

    Rfg Advisory

    Finance advisor job in Destin, FL

    Full-time Description Our partner, BayView Private Wealth , is seeking a motivated and dedicated Financial Advisor Associate to join the team. This role involves working closely with an established Senior Advisor to service an existing book of business within a successful comprehensive financial planning practice. The goal is for the Associate Advisor to learn and develop under the guidance of the Senior Advisor, with the potential for advancement and succession planning in the future. Location: This is a full-time, in office position based in Destin, FL. Key Responsibilities: Assist the Senior Advisor in servicing the existing book of business, including attending client meetings, portfolio reviews, and financial planning sessions. Develop retention strategies and new business through relationship building with clients and next generation. Support financial planning efforts using tools such as MoneyGuidePro and other fintech platforms Maintain accurate and up-to-date client records in Salesforce and manage client and portfolio data in Orion. Assist in the onboarding of client assets including investment analysis, disclosure creation, and assistance with client rollovers and transfers. Collaborate with Schwab for account management and client service needs. Participate in client meetings, taking notes and following up on action items. Assist in the development of comprehensive financial planning strategies to include tax, estate, and risk management solutions. Provide clients with timely and accurate information and guidance regarding their financial plans and investment portfolios. Continuously enhance knowledge and skills through professional development and training. Assist the Senior Advisor in portfolio management with day-to-day trading using various trading platforms. Perform various research functions into investments, insurance, tax, and estate law changes. What We Offer: Competitive salary range of $80,000-$100,000, depending on experience, with potential of annual bonus Comprehensive benefits package to include PTO, group health & dental, 401k plan with matching contributions, and paid holidays A supportive and collaborative work environment Requirements Qualifications: Series 65 license required. 3-5 years of experience in a financial servicing role preferred. Having a CFP designation preferred but must be willing to obtain if not currently pursuing. Desire to become a full-fledged Financial Advisor. Some financial planning experience required; proficiency with MoneyGuidePro preferred. Experience with Salesforce, iRebal, Orion, and Schwab is highly desirable. Familiar with insurance solutions like life, health and long-term care a plus Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. High level of integrity and professionalism. Ability to work independently and as part of a team. Strong organizational skills and attention to detail. Salary Description 80,000-100,000 DOE
    $80k-100k yearly 34d ago
  • Financial Advisor -Pensacola, FL

    Edward Jones 4.5company rating

    Finance advisor job in Pensacola, FL

    This job posting is anticipated to remain open for 30 days, from 10-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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. 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 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. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to 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
    $45k-100k yearly 9d ago
  • Financial Advisor

    Gulf Winds 4.5company rating

    Finance advisor job in Pensacola, FL

    Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren't treated like an account number, but as part of the family. Our Values We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other. Integrity We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility. Care We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else. Growth We set ambitious goals, provide personal development opportunities, and encourage results. Innovation We challenge the status quo to enhance the member's experience and solve tomorrow's challenges today. Working at Gulf Winds Working at Gulf Winds is not just a job, it's a career. We're hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect: Open and transparent communication with your leaders Consistent coaching and opportunities to improve performance. Collaborative and team-focused environments Short and long-term professional development Opportunity to participate in cross-functional projects. With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast. Role: The Financial Advisor is responsible for providing comprehensive financial planning, investment management, and wealth-building strategies to individuals, families, and business clients. This role involves building strong, trust-based relationships by understanding clients' financial goals, offering personalized solutions, and ensuring exceptional service delivery. The Financial Advisor acts as a strategic partner, guiding clients through all aspects of their financial life. Essential Functions & Responsibilities: Provides sound advice to clients and credit union member prospects to determine financial goals, identify suitable products and services based on unique needs and risk tolerance, present customized recommendations and financial plans, offer advice and complete the sales and engagement process. Leverage relationships with Raymond James to execute our long term growth strategies within the organization. Identify and keep abreast of new market trends. Utilize this knowledge to communicate with potential and existing clients in regards to portfolio creation or changes. Build relationships with credit union retail teams and other credit union centers of influence. Maintain member/ client files and books and records in compliance with the requirements of our broker/ dealer, FINRA, state regulations and insurance regulators as well as including the NCUA. Performs other job related duties as assigned. Performance Measurements: 1. Maintain and submit accurate, timely reporting. 2. Complete assigned responsibilities with minimum number of errors according to established department standards. 3. Ensure compliance with all applicable rules and regulations in all areas of job activities. 4. Provide informed, professional, accurate service and support to all members and associates. 5. Keep management informed regarding key operating issues affecting the credit union. 6. Complies with all applicable rules, regulations and policies, including but not limited to BSA, OFAC and Physical Security. Knowledge and Skills: Experience: Three years of similar or related experience. Education: Preferred college degree (BS or BA in a relevant field). Series 7, 66 FINRA licenses, Life & Disability insurance required: CFP Preferred. Interpersonal Skills: Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position. Other Skills: Ability to read, write, comprehend, and speak English clearly. Normally expected to work between 8:00 a.m. and 5:00 p.m., but may be required to work nights and/or weekends. Must adhere to safety rules and regulations This Job Description is not a complete statement of all duties and responsibilities comprising the position. Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace.
    $39k-73k yearly est. 60d+ ago
  • Financial Advisor - Pensacola, FL

    Thrivent Financial 4.4company rating

    Finance advisor job in Pensacola, FL

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $42k-78k yearly est. Auto-Apply 60d+ ago
  • Financial Counseling Repesentative I PRN

    R1 RCM 4.8company rating

    Finance advisor job in Pensacola, FL

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: High School Diploma or GED Excellent customer service skills Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #LI-TJ2022 #healthcare #customerservice #financialcounseling #banking
    $15.4-22.5 hourly Auto-Apply 25d ago
  • Financial Counseling Repesentative I PRN

    R1 Revenue Cycle Management

    Finance advisor job in Pensacola, FL

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #LI-TJ2022 #healthcare #customerservice #financialcounseling #banking
    $15.4-22.5 hourly Auto-Apply 60d+ ago
  • Summer 2026 Commercial Banking Intern Pensacola

    Southstate Bank

    Finance advisor job in Pensacola, FL

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Program Overview:Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact.Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You'll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include: Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business. Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes. Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. Speaker Series: Hear from senior leaders about industry trends and how to maximize your internship experience. Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: Participate in internship program activities, including workshops, training sessions, and special projects. Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions. Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions. Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives. Support marketing activities to enhance client engagement and promote banking services. Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Qualifications and Education Requirements: Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising Senior graduating in 2027. Skills: Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn. Attributes: Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience!WORK ENVIRONMENTThis position is onsite in an office environment 5 days a week: 40hours a week. Equal Opportunity Employer, including disabled/veterans.
    $41k-75k yearly est. Auto-Apply 60d+ ago
  • Finance Intern

    Pen Air Credit Union 3.7company rating

    Finance advisor job in Pensacola, FL

    Since 1936 PenAir Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity and they're woven throughout our culture. PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia. Careers Do you have a passion for helping others?Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too. Join the team. You'll fit right in. Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you? The PenAir difference. Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits. The pay for this position is $19.00/hr. About the role: This part-time role, offering flexibility and guaranteeing a minimum of 12 hours per week, is designed to support critical functions consistent with the liquidity strategy of the Credit Union. The Finance Intern, working under the guidance of the Treasury Analyst and collaborating with other stakeholders involved in modeling and reporting, will play a proactive role in ensuring accuracy and timeliness in the finance department's operations. Responsibilities include preparing reports, contributing to the enhancement of financial analyses, and facilitating communication across departments regarding decisions made at the weekly Liquidity Monitoring meeting. This position is tailored to accommodate the dynamic schedules of those pursuing their education, while providing substantial exposure to practical financial operations. Major Duties and Responsibilities: Prepare and deliver weekly liquidity analysis to support pricing decisions and strategic planning. Collaborate with the Treasury Analyst to manage corporate accounts with the Federal Home Loan Bank and Federal Reserve, ensuring accuracy, compliance, and operational efficiency. Communicate rate changes and liquidity updates to key internal stakeholders, including Marketing and IT, to ensure alignment and timely execution. Continuously evaluate and refine liquidity monitoring processes, reporting tools, and methodologies. Partner with the Sr. Financial Analyst to identify gaps, improve efficiency, and implement practical solutions that enhance treasury oversight and support decision-making. Maintain a strong focus on data integrity, process consistency, and actionable insights. Work with other members of the department to cross-train on other operational tasks. Serve as back-up to Finance Analyst and Treasury Analyst on daily operational tasks. Continue to develop a foundation of competencies to allow seamless transition to full-time employment with the Credit Union. Provide ad-hoc analysis from data sources using various report writing applications. Ensure deadlines are met with high degree of accuracy within the analysis and reporting. Performs other job-related duties as assigned. Minimum Qualifications: Under one year of similar or preparatory experience. A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours. Other Skills: Strong communication skills and analytical skills are required. Must be proficient with general office equipment and computers/software. This Job Description is not a complete statement of all duties and responsibilities comprising the position.
    $34k-39k yearly est. Auto-Apply 22d ago
  • Airports Financial Analyst

    Okaloosa County, Fl 3.3company rating

    Finance advisor job in Crestview, FL

    Salary $22.90 - $25.18 Hourly Job Type Full-Time Job Number 25-256 Department Airports Opening Date 10/02/2025 Closing Date 12/10/2025 11:59 PM Central * Description * Questions GENERAL STATEMENT OF JOB Provides accounting services, financial reporting and analysis. EXAMPLES OF WORK * Compiles statistical and financial data; conducts research and provides analysis; prepares reports in accordance with Generally Accepted Accounting Principles. * Assists with the application of the airport's compliance program, including but not limited to, monitoring of finance and customer service performance; ensures invoicing is compliant with contract language. * Assists supervisor with developing procurement solicitation specifications and subsequent contract documents, to include monitoring assigned contracts. * Monitors and examines revenue and expenditure status reports including departmental budget analysis; identifies potential budget discrepancies and communicates discrepancies to supervisor accordingly. * Recommends and prepares budget transfer requests, when approved. * Maintains accountability for revenue and expense accounting, database management, and file maintenance. * Provides full coverage support to Airports Financial Services Coordinator in PropWorks (accounts receivable and compliance financial accounting system). * Assists supervisor with the preparation and maintenance of financial records and the preparation of financial statements, schedules and reports. * Performs related duties as required. MINIMUM QUALIFICATIONS Education, Training and Experience: Associate's Degree in Accounting, Finance, Business Administration or closely related field supplemented by a minimum of two (2) years of progressively responsible accounting or finance experience; or an equivalent combination of education, training, and experience that provides the required knowledge, skills and abilities. Requires a minimum typing speed of 35 words per minute. Experience with Generally Accepted Accounting Principles (GAAP) preferred. Experience with automated accounting programs and Microsoft Office software preferred. Experience in a governmental organization or airport is preferred. Licenses and/or Certifications: May require a valid driver license. OTHER REQUIREMENTS Physical Requirements: Must be physically able to operate a variety of machines and equipment including computer, office equipment, telephone, etc. Must be able to exert 10 to 20 pounds of force occasionally, and or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Physical demands are essentially those of sedentary work. Language Ability: Requires the ability to communicate effectively in English, including the ability to convey, record and exchange information; requires the ability to explain procedures and to give, receive and follow oral and written instructions. Requires ability to read a variety of moderately complex technical data, policy and procedure manuals, codes, professional journals, etc. Requires the ability to prepare forms and reports using prescribed formats, and adhering to all rules of grammar, spelling, diction and punctuation. Requires the ability to communicate with a broad array of individuals from various professional backgrounds. Intelligence: Requires the ability to apply principles of logical or scientific thinking to define problems, collect data, establish facts and draw valid conclusions; to interpret a variety of technical instructions in written, mathematical or diagrammatic form; to learn and understand relatively complex principles and techniques; to make independent judgments in absence of supervision; to acquire knowledge of topics related to primary occupation. Requires the application of principles of influence systems and synthesis functions. Numerical Aptitude: Must be able to add, subtract, multiply and divide; to determine weight; calculate decimals and percentages; compute discount, profit and loss, ratio and proportion; interpret graphs. Interpersonal Temperament: Requires the ability to tactfully and effectively interact with the public, co-workers and supervisor. Must be able to perform under moderate levels of stress imposed by frequent deadlines, peak workloads or public contact. 01 Please indicate which best describes your highest level of completed education. * No formal education completed, but I have relevant experience * High School Diploma or GED * Associates Degree * Bachelors Degree * Masters Degree or above * None of the above 02 If you stated completion of a degree in the previous question, please state your major (if none, please enter "N/A") in the space provided. 03 How many years of progressively responsible accounting or finance experience do you possess? * None * Less than 2 years * At least 2 years but less than 4 years * At least 4 years but less than 6 years * At least 6 years but less than 8 years * 8 years or more 04 Please describe your progressively responsible accounting or finance experience (if none, please enter "N/A") in the space provided. 05 Do you possess experience with Generally Accepted Accounting Principles (GAAP)? * Yes * No 06 Do you possess experience with automated accounting programs? * Yes * No 07 Please list any automated accounting programs you having experience with (if none, please enter "N/A") in the space provided. 08 Do you possess experience in general ledger account reconciliations? * Yes * No 09 Please describe your experience in general ledger account reconciliations (if none, please enter "N/A") in the space provided. 10 Do you possess experience creating journal entries to correct errors in the general ledger? * Yes * No 11 Do you possess experience with budget analysis? * Yes * No 12 Please describe your experience with budget analysis (if none, please enter "N/A") in the space provided. 13 Do you possess experience working in a governmental organization or airport? * Yes * No 14 Please describe your experience working in a governmental organization or airport, to include name of organization/ airport and position held (if none, please enter "N/A") in the space provided. 15 Which of the following best describes your level of proficiency with Microsoft Excel? * None * Beginner * Intermediate * Advanced 16 Which of the following best describes your level of proficiency with Microsoft Word? * None * Beginner * Intermediate * Advanced 17 Which of the following best describes your level of proficiency with Microsoft PowerPoint? * None * Beginner * Intermediate * Advanced 18 Which of the following best describes your level of proficiency with Microsoft Access? * None * Beginner * Intermediate * Advanced 19 Can you type at least 35 correct words per minute? * Yes * No 20 Do you possess a valid driver license? * Yes * No Required Question
    $22.9-25.2 hourly 25d ago
  • Private Wealth Management Wealth Advisor

    Regions Bank 4.1company rating

    Finance advisor job in Destin, FL

    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 Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. Primary Responsibilities Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently Provides guidance and solutions for the development and on-going maintenance of client needs Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance 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. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. Requirements Bachelor's degree in business, finance, economics, accounting or related field Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related Skills and Competencies Ability to independently manage large client relationships Anticipates client needs and is proactively provides solutions Effective relationship management, business development and presentation skills Effective sales, negotiation, problem solving, and interpersonal skills Excellent verbal and written communication skills Possess effective and proven sales experience Strong initiative to be proactive and follow through on client requests Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: Median: Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. *********************************************** Location DetailsGrand BlvdLocation:Miramar Beach, Florida 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.
    $43k-66k yearly est. Auto-Apply 60d+ ago
  • BUDGET ANALYST

    Department of The Air Force

    Finance advisor job in Eglin Air Force Base, FL

    Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. The primary purpose of this position is: This is a formal Air Force intern position, established under the PALACE Acquire (PAQ) program; as such, it is centrally managed and funded by the Air Force Personnel Center, Centrally Managed Programs', AFPC/DPZS and administered by the Financial Management Career Program. Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. The primary purpose of this position is: This is a formal Air Force intern position, established under the PALACE Acquire (PAQ) program; as such, it is centrally managed and funded by the Air Force Personnel Center, Centrally Managed Programs', AFPC/DPZS and administered by the Financial Management Career Program. Overview Help Accepting applications Open & closing dates 10/01/2025 to 09/30/2026 Salary $49,960 to - $115,213 per year Pay scale & grade GS 7 - 9 Locations Few vacancies in the following locations: Elmendorf AFB, AK Edwards AFB, CA Los Angeles County, CA Travis AFB, CA Show morefewer locations (25) Air Force Academy, CO Peterson AFB, CO Washington, DC Eglin AFB, FL Hurlburt Field, FL MacDill AFB, FL Robins AFB, GA Scott AFB, IL Hanscom AFB, MA Andrews AFB, MD Minot AFB, ND Offutt AFB, NE Cannon AFB, NM Wright-Patterson AFB, OH Tinker AFB, OK Ellsworth AFB, SD Fort Sam Houston, TX Goodfellow AFB, TX Lackland AFB, TX Laughlin AFB, TX Randolph AFB, TX Sheppard AFB, TX Langley AFB, VA Norfolk County, VA Pentagon, Arlington, VA Remote job No Telework eligible No Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent - Internships Work schedule Full-time Service Competitive Promotion potential 12 Job family (Series) * 0560 Budget Analysis Supervisory status No Security clearance Secret Drug test No Position sensitivity and risk Noncritical-Sensitive (NCS)/Moderate Risk Trust determination process * Suitability/Fitness Financial disclosure No Bargaining unit status No Announcement number C-26-DHA-0560-PK Control number 850124900 This job is open to Help The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Federal employees - Competitive service Current federal employees whose agencies follow the U.S. Office of Personnel Management's hiring rules and pay scales. Veterans Veterans of the U.S. Armed Forces or a spouse, widow, widower or parent of a veteran, who may be eligible for derived preference Recent graduates Individuals who have graduated from an accredited educational institute or certificate program within the last 2 years or 6 years for Veterans. Clarification from the agency Eligible NAF employees are considered under Hiring Path - "Federal employees-Excepted service" Duties Help * Performs a variety of tasks to support budget formulation involving review and preparation of annual funding for one or more future budget years for stable organizations, activities and/or accounts. * Performs basic tasks involving budget execution. * Performs a variety of routine taskings in the cost analysis fields designed to advance the intern's analytical judgement, procedural and technical skills. * Perform a variety of tasks in support of budget and cost analysis studies and projects to develop analytical, judgement, procedural and technical skills. * Uses automated financial management databases and systems and their products. Requirements Help Conditions of employment * Grade Point Average - 2.95 or higher out of a possible 4.0 * U.S. Citizenship Required * Males must be registered for Selective Service, see *********** * PCS expenses, if authorized, will be paid IAW JTR and Air Force Regulations * This posn is subject to provisions of the DoD Priority Placement Program * Employee may be required to work other than normal duty hours, to include evenings, weekends and/or holidays * Grade Point Average - 2.95 or higher out of a possible 4.0 * Employee must maintain current certifications * Disclosure of Political Appointments * Student Loan Repayment may be authorized * Recruitment Incentive may be authorized for this position * A security clearance may be required * Must meet suitability for Federal employment * You will be required to serve a one-year probationary period * Mobility - you may be required to relocate during or after completion of your training. Qualifications The PALACE Acquire Program offers you a permanent position upon completion of your formal training plan. As a Palace Acquire Intern you will experience both personal and professional growth while dealing effectively and ethically with change, complexity, and problem solving. The program offers a 3-year formal training plan with yearly salary increases. Promotions and salary increases are based upon your successful performance and supervisory approval. This is your opportunity to begin a successful civilian career with the United States Air Force. To qualify for a GS-07: Completion of 1 full year of graduate level education, or bachelor's degree with Superior academic Achievement as provided in the "General Policies and Instructions" for Qualifications Standards Operating Manual, or 5 academic years of pre-professional study, or 1 year specialized experience equivalent to at least GS-5. To qualify for a GS-09: Master's or equivalent graduate degree, or 2 full years of progressively higher level graduate education leading to such a degree, or LL.B or J.D., if related. Experience refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. KNOWLEDGE, SKILLS AND ABILITIES (KSAs): Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas:1. Knowledge of the laws, regulations, policies, precedents, methods and techniques of financial management in the areas of budgeting and cost analysis. 1. Knowledge of the laws, regulations, policies, precedents, methods and techniques of financial management in the areas of budgeting and cost analysis. 2. Knowledge of well-established budget formulation practices, procedures, precedents and policies. 3. Knowledge of management theories, principles, concepts and practices including life cycle management. 4. Knowledge of the theories and principles of research inquiry and cost analysis. 5. Ability to research and analyze data and to interpret findings, and the ability to use IT to do so. 6. Ability to communicate orally and in writing. PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work. You must clearly identify the duties and responsibilities in each position held and the total number of hours per week. VOLUNTEER WORK EXPERIENCE: Refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. Education IF USING EDUCATION TO QUALIFY: If position has a positive degree requirement or education forms the basis for qualifications, you MUST submit transcriptswith the application. Official transcripts are not required at the time of application; however, if position has a positive degree requirement, qualifying based on education alone or in combination with experience, transcripts must be verified prior to appointment. An accrediting institution recognized by the U.S. Department of Education must accredit education. Click here to check accreditation. IF YOU ARE QUALIFYING BASED ON EDUCATION, PLEASE SUMBIT COPIES OF ALL TRANSCRIPTS TO INCLUDE TRANSFERRED HOURS - OFFICIAL COPIES ARE NOT REQUIRED AT TIME OF APPLICATION. IF SELECTED, YOU WILL BE REQUIRED TO PROVIDE OFFICIAL COPIES OF ALL TRANSCRIPTS. *NOTE* Degree Audits are not accepted. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating. You must have completed a 4 year course of study leading to a bachelor's from an accredited institution AND must have documented Superior Academic Achievement (SAA) at the undergraduate level in one of the following: a) Class Standing - upper third of the graduating class based on completed courses in the college, university, or major subdivision; b) Grade Point Average - 2.95 or higher out of a possible 4.0 as recorded on your official transcript or as computed based on 4 years of education or as computed based on courses completed during the final 2 years of curriculum; OR 3.45 or higher out of a possible 4.0 based on the average of the required courses completed in your major field or the required courses in your major field completed during the final 2 years of your curriculum. If more than 10 percent of total undergraduate credit hours are non-graded, i.e. pass/fail, CLEP, CCAF, DANTES, military credit, etc, you cannot qualify based on GPA;c) Election to membership in a national scholastic honor society (note: freshman honor society cannot be used to meet the requirements of this position). (If qualifying based on class standing or honor society membership, provide appropriate documentation). FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Additional information For Direct Hire (DHA) Positions: This is a Direct Hire Public Notice, under this recruitment procedure applications will be accepted for each location/ installation identified in this Public Notice and selections are made for vacancies as they occur. There may or may not be actual/projected vacancies at the time you submit your application. Interagency Career Transition Assistance Program (ICTAP): For information on
    $50k-115.2k yearly 28d ago
  • Financial Analyst - Merchandising

    Circle K Stores 4.3company rating

    Finance advisor job in Pensacola, FL

    Essential Functions: Demonstrate thought leadership and be an Ambassador to Data Driven Merchandising initiatives and an enabler for data-driven decision making. Analyze merchandise performance at the department, cluster, vendor, item and location level, including analyzing store, regional, and business unit performance of pricing, promotion, and item assortment metrics. Support MAM in documenting BU level strategic decisions around pricing, promotions, and assortment. Leverage available tools and reporting to provide timely insights on BU Merchandise performance in a way that facilitates data-driven decision making. Organize, summarize, and visualize data into meaningful insights that communicate complex findings to non-analytical peers. Mechanize driving insights into actions by working with cross-functional partners (i.e., Business Unit Marketing/Merchandising Teams, Global Promotional, Assortment Teams and Pricing Teams) to identify gaps and make recommendations to improve existing DDM tools and processes. Use technical expertise to conceptualize and develop new, reusable tools, models, and approaches to provide our partners with insights and recommendations to meet business goals. Actively support MAM on the annual DDM planning process for the business unit Join our Global Analytical network on data and analytics issues and share experiences with other Business Units. All other duties as assigned to achieve operational excellence in the business unit. Maintain professional and technical knowledge by attending educational workshops, reading professional publications, establishing personal networks; or participating in professional societies. Contributes to team effort by accomplishing determined Financial and Key Result Area targets pursuant to Company Plan guidelines. Qualifications Bachelor's degree, or foreign equivalent, in Mathematics, Computer Science, Engineering, Statistics, Business Analytics or a related subject area followed by 2+ years of work experience on data analysis. Computer skills to include navigational ability in a networked environment and proficiency in Microsoft Word and email applications. Intermediate to advanced skills in Microsoft Excel, Access and other data visualization platforms (PowerBI, Tableau). Experience with SQL is a plus. Demonstrated ability to communicate effectively both verbally and in writing. Ability to manage multiple activities and prioritize projects and tasks. Demonstration of outstanding analytic skills, logical reasoning, data interpretation and the ability to resolve complex issues. Experience working with individuals from different organizational functions and at different levels. Retail experience is an asset. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Complete physical activity inventory of the position includes: Sit for long periods of time. Operate computer keyboard and mouse for data entry. View computer monitor Hear and speak via telephone. Reach forward and/or overhead. Occasionally lift up to 20 pounds Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working conditions inventory of the position includes: The noise level in the work environment is usually moderate at a normal range. The lighting will include natural light from the outside as well as fluorescent lighting throughout the work areas. Work with minimum direction and periodic supervision. THE ABOVE STATEMENTS REFLECT THE GENERAL QUALIFICATIONS / DUTIES AND /OR RESPONSIBILITIES NECESSARY TO IDENTIFY THE JOB AND ARE NOT NECESSARILY INTENDED TO SET FORTH ALL OF THE SPECIFIC REQUIREMENTS OF THE JOB. NOTE: This Job Description may change periodically as required by business necessity, with or without advance notice to employees. Circle K is an Equal Opportunity Employer. The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process. Click below to review information about our company's use of the federal E-Verify program to check work eligibility: In English In Spanish
    $47k-61k yearly est. Auto-Apply 17d ago
  • Intern, MBA Financial Analyst, Summer FIS University Program 2026

    FIS Capital Markets 4.4company rating

    Finance advisor job in Jay, FL

    Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS? Join the 2026 Finance MBA Internship Program! As a Finance MBA Intern, you will have the opportunity to participate in team projects, networking events, professional development seminars and contribute to key deliverables. This is a 10 week, full-time (40hrs/week) paid internship that begins on June 2, 2026. About The Team The FIS Finance team drives key strategic decisions by providing historical & forward-looking analysis to executive leadership and a range of business partners. We identify & communicate key market & business drivers, as well as macro/micro economic trends. We partner with all areas of the business in a collaborative working environment to enable FIS to make smarter, faster and more informed business decisions. What You Will Be Doing In this role, you will be instrumental in driving the finance team's strategic objectives by supporting the development and implementation of critical initiatives and deliverables. These initiatives are not just tasks, but pivotal projects that align with the broader goals of the organization. Your contributions will directly impact the team's ability to: Enhance Financial Performance: By spearheading initiatives, you will help improve efficiency and enhance financial processes, resulting in supporting company efforts to reduce costs and increase profitability. Support Strategic Decision-Making: Deliverables such as financial reports and analyses to provide essential insights that inform high-level strategic decisions, ensuring the company remains competitive and agile. Ensure Compliance and Risk Management: Initiatives aimed at strengthening internal controls and compliance frameworks to safeguard the organization against financial risks and regulatory breaches. Drive Innovation and Growth: By identifying and executing on new opportunities, you will contribute to the development of innovative financial strategies that support sustainable growth and expansion. What You Bring Currently enrolled in a full-time MBA program, graduating between December 2026 and May 2027 Preferably 5+ years of experience in Finance-related field Demonstrated leadership skills Excellent communication and interpersonal skills Self-motivated and willingness to learn What We Offer You Competitive, full-time paid summer internship Opportunity to participate in projects that directly impact business value and work alongside Finance leaders The chance to work on some of the most challenging, relevant issues in financial services & technology Time to support charities and give back to your community A work environment built on collaboration, flexibility, and respect *Current and future sponsorship are not available for this position* #MBAInternship2026 Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
    $30k-44k yearly est. Auto-Apply 60d+ ago
  • Financial Anst II

    Bae Systems 4.7company rating

    Finance advisor job in Fort Walton Beach, FL

    What's it like to work at BAE Systems? Inspiring! BAE Systems, Inc. Headquarters (HQ) is looking for a Financial Analyst who will be responsible for supporting Inc. HQ, the Center of Expertise, and Procurement functions; includes setting budgets, providing oversight on spend performance, highlighting issues to senior leadership, and meeting compliance requirements. Responsibilities: Develops annual budgets in accordance with government compliance requirements and leadership objectives. Reports and analyzes financial information utilizing data analytics tools (Tableau and Alteryx) and interface regularly with senior leadership to review spend metrics. Fosters partnerships with Accounting and Government Compliance to ensure adherence to financial policy and cost estimating principles. Bachelor Degree and 2 years work experience or equivalent experience Understanding of data analytics/automation and ability to recognize areas where these tools can be used to drive greater transparency and effectiveness High degree of professionalism and ability to communicate clearly and concisely across non-finance management Ability to develop trusted and effective relationships with a wide base of stakeholders Experience and/or ample understanding of government compliance, accounting, audit, or cost estimating Good planning, time management, attention to detail, and organizational skills Strong analytic skills Comfortable driving continuous improvement Advanced MS Office Skills Preferred Skills and Education 2+ years' experience with any of the following: Hyperion Planner Deltek/Costpoint COGNOS reporting Tableau Dashboard tools Alteryx Analytics tools About BAE Systems, Inc. BAE Systems, Inc. is the U.S. subsidiary of BAE Systems plc, an international defense, aerospace and security company which delivers a full range of products and services for air, land and naval forces, as well as advanced electronics, security, information technology solutions and customer support services. Improving the future and protecting lives is an ambitious mission, but it's what we do at BAE Systems. Working here means using your passion and ingenuity where it counts - defending national security with breakthrough technology, superior products, and intelligence solutions. As you develop the latest technology and defend national security, you will continually hone your skills on a team-making a big impact on a global scale. At BAE Systems, you'll find a rewarding career that truly makes a difference. This position will be posted for at least 5 calendar days. The posting will remain active until the position is filled, or a qualified pool of candidates is identified. Benefits Information Employee Benefits: At BAE Systems, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20+ hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; disability coverage; and life and accident insurance. We also have an employee assistance program, a legal plan, and other perks including discounts on things like home, auto, and pet insurance. Our leave programs include paid time off, paid holidays, as well as other types of leave, including paid parental, military, bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. Other incentives may be available based on position level and/or job specifics. Intern Benefits: Temporary employees generally are not eligible for BAE Systems benefits, but can elect to participate in the 401(k) savings plan. Temporary employees working 20+ hours per week are eligible for medical benefits, the employee assistance program, and business travel accident insurance. Please note: Some benefits may be different for union employees that are governed by a collective bargaining agreement (CBA) or for positions covered by a wage law called the McNamara-O'Hara Service Contract Act (SCA).
    $55k-84k yearly est. 29d ago
  • Financial Analyst

    Baptist Health Care 4.2company rating

    Finance advisor job in Pensacola, FL

    The Financial Analyst supports reporting and analytics needs by leveraging financial results, statistics, and needs related to Decision Support. The Financial Analyst is responsible for managing master data sets, developing reports, and troubleshooting data issues. The role supports the development and delivery of data to stakeholders to ensure that they have the information necessary to operate successfully. Minimum Education Bachelor's Degree Accounting, Business, Finance, Related field Required Minimum Work Experience 2 years Budgeting, accounting, finance or health care analytics Required Required Skills, Knowledge and Abilities Strong communication skills and demonstrated ability to build relationships at all levels of the organization. Strong intuition and ability to dig deep into data. Ability to provide analysis on the data delivered so that the information can be acted on in a meaningful way. Ability to work well in a team environment and maintain relationship with external partners. Excellent analytical and problem-solving abilities. High attention to detail, organization, and ability to meet tight deadlines. Assists in the maintenance of the decision support systems. Works closely with multidisciplinary teams in order to provide accurate and timely information. Assists with identification of data sources and data elements essential for inclusion in the data reporting. Assists with developing written documentation of system procedures, data field definitions and sources of the data. Executes audits to ensure data integrity and system processing in accordance with enterprise standards. Maintains and enhances data integrity procedures and reports for continual improvement to ensure data quality standards are met. Oversees execution of procedures to this end. Acts as the champion for data quality. Facilitates and/or designs reports and other data analysis tools for end users and consults with Decision Support leader. Works closely with leadership on ad hoc reporting, identifying areas of opportunity. Ensures data and analytics and electronic medical record alignment for related processes, tools and policies provided by leadership. Communicates and fosters cross-functional collaboration with leadership and analytics stakeholders to develop analytics strategic objectives and goals. Ensures training support to educate staff on analytics tools, dashboard interpretation, best practices, and use of data to support organizational aims. Engages with the BHC Information Security Officer to assure that data and patient privacy are integrated to the design, access, and management of information. Effectively communicates departmental, organization, and industry issues to leadership.
    $50k-65k yearly est. Auto-Apply 4d ago
  • Financial Analyst II

    General Dynamics 4.7company rating

    Finance advisor job in Niceville, FL

    Financial Analyst II US-FL-Niceville Type: Full Time # of Openings: 1 Niceville, FL General Dynamics Ordnance and Tactical Systems (OTS) is a global leader in the design, engineering and production of munitions, energetics, weapons, armaments, and missile subsystems around the world. OTS empowers the U.S. military and its allies with an extensive range of overarching product segments applied across all levels of strategic and tactical operations, providing a cutting-edge advantage to our warfighters. Our Ethos of Honesty, Trust, Transparency, and Alignment, are the guiding principles that form the foundation of everything we do. Integrity is paramount, innovation fuels our passion, customer satisfaction is at the core of our mission, and collaboration is key to our success - fostering a culture of teamwork and mutual respect among employees, partners, and stakeholders. Whether you're just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits that include career development and recognition programs. If who we are and what we do resonates with you, we invite you to join our high-performance team! Impact of the Role General Profile * Requires working knowledge and experience in own job discipline and broadens capabilities * Continues to build knowledge of the company, processes and customers * Performs a range of assignments related to job discipline * Uses prescribed guidelines or policies in analyzing situations * Receives a moderate level of guidance and direction * Consistent exercise of discretion & judgment Essential Functions * Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects. * Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals. * Reports current or expected financial performance and creates financial models to guide decision making. * Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls. * Assists in the preparation of monthly, quarterly, or annual financial statements. * Cost Estimating: May also be responsible for overseeing financial operations for one or more projects, including cost accounting, cash flow, budgeting, forecasting, analysis, and accounts payable. Establishes project budgeting and cost control processes using budget tracking tools. Produces and maintains monthly financial statements, work-in-progress reports, and general ledgers | Reviews and signs off on final accounts for projects | May maintain local registrations, business, and tax licenses Required Qualifications * Required education and experience: Associate's Degree and 2-4 years' experience OR Equivalent Combination of Relevant Education &/or Experience * Critical professional related technical skills; computer skills: Proficient in Microsoft Office (Excel, Word, PowerPoint) * Other: Oral and written communication skills. Analytical thinking skills. Statistical knowledge. Detail oriented. Ability to meet deadlines. Preferred Qualifications * Preferred education and experience: Bachelor's Degree * Discipline/Major: Finance/ Accounting * Knowledge, skills & abilities: Account reconciliation. Business valuation. Financial analysis. Financial forecasting. Trend analysis. Financial analysis software. Financial research and analytics software. Physical Requirements * Must be able to remain in a stationary position at a desk and/or computer for extended periods of time. * Work primarily in a climate-controlled environment with minimal safety/health hazard potential. The above statements describe the general nature and level of work only. The statements do not represent an exhaustive list of required responsibilities and skills. Other duties may be added or this may be amended at any time. This job description does not alter an employee's at-will employment status or create an employment agreement or contract, implied or otherwise.If you require assistance or an accommodation for a disability covered under the Americans with Disabilities Act, please email ******************* or call: ************. Please note this contact information is for those requesting a reasonable accommodation while applying for a job, because of a covered disability. General Dynamics Ordnance and Tactical Systems Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans.
    $45k-63k yearly est. 42d ago
  • Financial Analyst, Onsite

    Trinity Health 4.3company rating

    Finance advisor job in Pace, FL

    Employment Type:Full time Shift:Description: ONSITE in Gaithersburg, Maryland - Full Time The Financial Operations Specialist supports the financial operations of one or more Trinity Health PACE (TH PACE) programs. This role manages revenue cycles for Medicare, Medicaid, and private pay, oversees expense cycles including vendors and medical providers, and ensures accurate accrual of expenses such as Incurred But Not Reported (IBNR). The position collaborates with PACE leadership teams, participates in interdisciplinary meetings, and provides monthly financial reporting and journal entry support to corporate finance. Proficiency in financial systems and Microsoft tools (Excel, PowerPoint) is essential. Essential Functions Demonstrate and uphold the Mission, Vision, Values, and Guiding Behaviors of Trinity Health and TH PACE. Lead by example in creating a collaborative, warm, and professional environment. Actively participate in interdisciplinary team meetings and monthly operations reviews. Maintain department budgets, monitor financial vulnerabilities, and recommend cost-saving measures. Oversee revenue cycle processes: Maintain master billable census and reconcile Medicare/Medicaid payment reports. Manage invoicing and collections for third-party payers. Lead A/R review meetings and resolve payment discrepancies. Serve as a super user for internal and external financial systems; analyze and correct CMS return files, RAPS, and encounter data. Ensure compliance with Medicare Part D reporting requirements and prepare annual bid submissions. Complete monthly IBNR analysis and prepare accrual entries for accurate expense reporting. Prepare financial data for Monthly Operations Review meetings and identify trends requiring attention. Maintain compliance with all applicable laws, regulations, and organizational policies. Mentor and coach staff, fostering a culture of accountability and excellence. Qualifications Bachelor's degree in Accounting, Finance, or Business required; minimum 3 years of experience in financial operations. Experience with Medicare, Medicaid, and electronic filing strongly preferred. Strong business acumen, problem-solving skills, and ability to work independently. Excellent interpersonal, written, and verbal communication skills. Advanced proficiency in Microsoft Office Suite; experience with PeopleSoft preferred. Ability to manage multiple priorities in a fast-paced environment. Occasional travel (less than 25%) within the region and to System Office in Livonia, MI. Core Competencies Action-oriented and adaptable to change. Collaborative leadership and team-building skills. High level of integrity and ethical decision-making. Strong analytical and organizational abilities. Position Highlights and Benefits: Comprehensive benefits package, including First Day medical coverage, dental, vision, and paid time off. Low-cost medical, dental, and vision insurance plans. Enjoy lower-cost medical services when you visit facilities within the Trinity Health network. Access to wages earned daily through Daily Pay. Incentives through our Employee Referral program. Compassionate, patient-centered environment. Comprehensive orientation and professional development opportunities. Fast response interview times and job offers! Pay Range: 33.46-$45.25/hr Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
    $45.3 hourly Auto-Apply 28d ago
  • Financial Advisor - Destin, FL

    Thrivent Financial 4.4company rating

    Finance advisor job in Destin, FL

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $42k-78k yearly est. Auto-Apply 60d+ ago
  • Financial Consultant

    Southstate Bank

    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
    $54k-87k yearly est. Auto-Apply 60d+ ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Pensacola, FL?

The average finance advisor in Pensacola, FL earns between $30,000 and $114,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Pensacola, FL

$59,000

What are the biggest employers of Finance Advisors in Pensacola, FL?

The biggest employers of Finance Advisors in Pensacola, FL are:
  1. Edward Jones
  2. Gulf Winds
  3. Thrivent
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