Finance advisor jobs in Springfield, OH - 318 jobs
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Financial Analyst
Russell Tobin 4.1
Finance advisor job in Columbus, OH
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
$44k-63k yearly est. 1d ago
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Lead Financial Advisor
Rebel Financial
Finance advisor job in Groveport, OH
Why Choose Us
At rebel Financial, we're not just another advisory firm - we're a movement to rebuild finance from the inside out.
We believe that
capitalism and conscience
can coexist. As a Certified B Corporation , we're proving that you can grow a thriving, profitable business while improving lives, empowering communities, and sharing success with the people who help build it.
We're also on the cutting edge of technology: early adopters of AI, pioneers in delivering crypto investment advice, multi-custodian management, and developers of our own fintech solutions. Our team experiments with tools like VR/AR, automation, and data analytics to deliver an experience that's as modern as it is personal.
We're also educators and advocates. From Freemium, our free service model for underserved communities, to our ESG, Halal, and impact portfolios, to Gold rebel, our comprehensive Financial Planning + Wealth Management service offering, we bring purpose to every portfolio and accessibility to every client relationship.
Most importantly, we're building a company with a true path to ownership - one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit. That means your contribution can translate into long-term equity, profit sharing, and leadership opportunities.
If you're an experienced advisor who wants to do meaningful work, leverage cutting-edge technology, and grow with a firm that's redefining wealth management - this is your next chapter.
Position Overview
The Lead FinancialAdvisor is a senior, client-facing role for an experienced CFP professional with 10+ years in financial planning and relationship management.
You'll help drive our advisory growth strategy - serving as both a trusted advisor to clients and a mentor to junior advisors and financial coaches. You'll also contribute to business development, operational improvement, and firm leadership initiatives.
This position is ideal for someone who thrives at the intersection of strategy, service, and sales - who loves helping people, improving processes, and building something lasting.
Key Responsibilities
Manage a book of high-net-worth and mass-affluent client relationships, delivering comprehensive, fiduciary financial advice.
Oversee and mentor junior advisors, support advisors, and financial coaches.
Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy.
Collaborate with operations to enhance workflows and improve the client experience.
Lead or participate in business development initiatives, including networking, client acquisition, and referral cultivation.
Contribute to firmwide process improvement, innovation, and technology adoption.
Model leadership in client service, compliance, and company culture.
Support and occasionally present at educational events, webinars, or client workshops.
What We're Looking For
Education: Bachelor's degree required (Finance, Business, or related field preferred).
Certification: CFP designation required.
Experience: 10+ years of comprehensive financial planning and client-relationship experience.
Skills:
Proven success in sales, networking, and business development.
Excellent communication and presentation skills.
Strong analytical and problem-solving abilities.
Collaborative leadership style with mentoring experience.
Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.).
Commitment to fiduciary principles and client-first values.
Compensation & Benefits
Base Salary: $85,000 - $150,000, depending on experience, client base, and leadership capacity.
Advisors on the higher end of the range typically bring strong business-development experience, an existing client base, and/or proven leadership results.
Additional Compensation:
Performance Compensation: $10,000 - $60,000+, tied to individual production, client growth, and firm contribution.
Company Bonus: $5,000 - $25,000+, based on firm performance and profitability.
Enhanced Compensation: Advisors bringing an existing book of clients are eligible for additional transition bonuses and phantom-stock participation, leading to future equity opportunities.
Benefits Include:
401(k) with company match
Health, dental, and vision insurance
Student loan repayment matching (up to $200/month)
529 savings matching (up to $200/month)
Paid time off and sick leave
Professional development reimbursement for continuing education and credentials
Paid attendance at industry conferences and seminars
Company-provided NAPFA membership for advisors
Complimentary financial, estate, and tax-planning services
Apparel and lifestyle program with premium company-branded attire
Access to company Teslas for tenured employees (first-come, merit-based)
Profit sharing and long-term equity potential
Please check out our benefits on our Careers Site.
Join Our Team!
If you're a seasoned advisor ready to join a firm that values innovation, transparency, and purpose as much as performance, we'd love to meet you.
At rebel Financial, you'll find more than a job - you'll find a platform to grow, lead, and own part of what you help create.
$85k-150k yearly 55d ago
Retirement Planner/Financial Advisor - Base Salary + Bonus
Golden Reserve LLC
Finance advisor job in Columbus, OH
Requirements
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Salary Description Starting at $175,000 base per yr plus incentives
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations
Location\: In-office presence required
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable FinancialAdvisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable FinancialAdvisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$50k-98k yearly est. Auto-Apply 60d+ ago
Financial Advisor Columbus Ohio
Lifetime Recruiting Strategies
Finance advisor job in Columbus, OH
FINANCIALADVISOR / PERSONAL WEALTH MANAGER This is an exclusive executive position with a highly regarded Financial management firm that only hires successful, motivated, and entrepreneurial professionals to represent their company. In return, this firm offers a lucrative compensation along with a comprehensive benefits package that is among the best in the industry. Our Client
Our client is an award-winning firm, with a very solid and recognizable name and reputation. You will be able to provide an end-to-end platform of financial services - everything from financial planning, brokerage services, estate planning, and investments, in addition to M&A advisory services for middle-market privately held companies. You would also be a member of one of the nation's leading providers of defined benefit and defined contribution plans.
And here's something even more unique about this company. You will also have access to a wide range of products to offer your clients. opportunities for your business-owner clients, you will truly be a one-stop solution for all of your client's financial needs.
5-10 years experience is required in this industry They do ask, however, that you are someone who is comfortable in a "sales" role, as your goal will be to ultimately sell yourself to your clients as they entrust you with their financial goals.
Details About Their Compensation If you are hired into this position, you can be comfortable in knowing that your financial needs will be taken care of as you make your way into the business while you are training and growing your business. They will provide you a respectable base compensation in addition to any commissions and bonuses you may earn along the way. Benefits You will become eligible for benefits. The benefits this company offers are extensive. They include a 401(k), medical, dental and vision plans,.
A Profile on Professionals This Firm Seeks - Those with or without a current Series LH, 6, or 7 license
- Those who come from a professional background such as: Sales Executives, Attorneys, Professors, Entrepreneurs, Business Owners, Bank brokers, retired Professional Athletes looking for a new career, and any other professional looking to make a career change where their earnings potential is unlimited. - 5 years of executive experience. Take this opportunity to turn your strong leadership abilities and effective management skills into a rewarding business www.lifetimerecruiting.com or apply via email to recruiterchic@gmail.com Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926
$52k-99k yearly est. 60d+ ago
Experienced Financial Advisor - Columbus, OH
Coastal Wealth 3.7
Finance advisor job in Columbus, OH
FinancialAdvisor - Columbus, OH
Empower Lives. Build Your Future. Thrive in Columbus, OH
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a FinancialAdvisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success.
What You'll Do:
Partner with clients to develop personalized financial strategies and long-term plans.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build lasting relationships and grow your client base through trust and results.
What Makes Us Different:
Entrepreneurial Freedom - Be in business
for yourself
, but never
by yourself
.
Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice.
Custom Solutions - Offer a full suite of financial products tailored to individual client needs.
Compensation & Benefits:
Commission-Based Role - Unlimited earning potential based on your effort and success.
Performance-Based Rewards - Your income reflects the value you bring.
Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans.
Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies).
Ongoing Development - Coaching, mentorship, and advancement opportunities.
Schedule:
Full-Time | Monday-Friday
This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially.
Responsibilities
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
215 License Needed
Series
Mass Mutual Company
Series 7,6 and SIE preferred
Must be in Columbus, OH
Sales Experience Needed
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Upside Earning Potential
Compensation
$75,000 - $100,000+
About Coastal Wealth
At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
Job Title: Portfolio Management Group (PMG) Associate
Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.
Roles and Responsibilities:
Investment Implementation Portfolio Management:
Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
Review and trade client account portfolios, manage orders, and execute trades.
Manage cash and security activity/drift in client accounts.
Handle client account requests and maintenance.
Align client accounts for Manager Model Trades.
Knowledge and Oversight:
Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
Perform account oversight for model drift and strategy deviation.
Client and Internal Relationship Management:
Manage internal client relationships with Solutions Product Teams and Investors.
Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.
Essential Skills/Qualifications:
Strong interest in and knowledge of financial markets and instruments.
High attention to detail and consistently demonstrates good judgment in risk and controls.
Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
Capable of multitasking and thriving in a fast-paced, growing environment.
Demonstrates accountability and responsibility for actions and results.
Strong interpersonal and teamwork skills.
Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
Ability to utilize JPM AI resources and applications effectively.
Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.
Requirements:
Bachelor's degree.
2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.
This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.
$67k-123k yearly est. Auto-Apply 60d+ ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Finance advisor job in Columbus, OH
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 26d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Finance advisor job in Columbus, OH
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 26d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Beavercreek, OH
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$59k-105k yearly est. Auto-Apply 19d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Columbus, OH
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 42d ago
Financial Analyst (101085)
Honda Dev. and Mfg. of Am., LLC
Finance advisor job in Anna, OH
What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda's, we want you to join our team to Bring the Future!
Job Purpose
Uses analytical skills and professional accounting knowledge to work with department managers and investment project leaders in the creation of 6 budget events per year. Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytical skills to provide detailed budget to actual analysis.
This is an entry level role that is supervised and does not have significant discretion in autonomous decision making.
Key Accountabilities
Prepare month end close activities including analysis of financial information in order to create journal entries which impact the financial condition of AHM / HDMA with some supervision.
Prepare budget vs actual comparisons for responsible departments which are analysed based on professional accounting standards to ensure accurate financial information and to advise management on future activity.
Use analytical skills and professional accounting knowledge to work with the department managers and investment project leaders in the creation of 6 budget events per year.
Use financial information to create presentations to advise department leaders of budget to actual condition and make recommendations for areas of improvement
Qualifications, Experience, and Skills
Minimum Educational Qualifications
Bachelor's degree with major in accounting or finance, OR associates degree with a minimum of 2 years experience in an accounting related job.
Minimum Experience
0-2 years with a bachelors degree, 2 years minimum with associates degree
Other Job-Specific Skills
Basic Accounting principles- GAAP/IFRS and Cost accounting background. General understanding of accounting functions, terminology and ability to apply accounting concepts. •Strong analytical, problem solving, presentation and organizational skills. Strong Microsoft product skills (Excel, Powerpoint, etc) SAP Knowledge and skills
Working Conditions
Office / Hybrid remote
0-5 hours of OT/week
Some travel
What differentiates Honda and make us an employer of choice?
Total Rewards:
Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
Paid Overtime
Regional Bonus (when applicable)
Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
Paid time off, including vacation, holidays, shutdown
Company Paid Short-Term and Long-Term Disability
401K Plan with company match + additional contribution
Relocation assistance (if eligible)
Career Growth:
Advancement Opportunities
Career Mobility
Education Reimbursement for Continued Learning
Training and Development programs
Additional Offerings:
Tuition Assistance & Student Loan Repayment
Lifestyle Account
Childcare Reimbursement Account
Elder Care Support
Wellbeing Program
Community Service and Engagement Programs
Product Programs
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
$49k-74k yearly est. 7d ago
Financial Analyst
Creative Financial Staffing 4.6
Finance advisor job in Dayton, OH
🌟 Exciting Financial Analyst Opportunity with Leading Company in Dayton! 🌟
Are you ready to take the next step in your career journey? CFS is thrilled to present an incredible opportunity for a Financial Analyst with our esteemed client. Join us and become a key player as a Financial Analyst, providing essential financial insights to project teams.
Salary Range: $55,000- $65,000
About the Company:
Embark on a journey with a world leader in automation technology.
Experience explosive growth in company size and revenue.
Unlock boundless growth opportunities tailored for the right candidate.
Thrive in an exciting work environment with exposure to top management.
Collaborate cross-functionally with various departments, expanding your skill set.
Enjoy a high salary package and outstanding benefits.
Financial Analyst Role: As a Financial Analyst, you will be an instrumental part of our project completion process by:
Collaborating with project managers to deliver timely financial information.
Monitoring and preparing project milestones to ensure accurate billings.
Working closely with project managers on budgeting and forecasting activities.
Taking the lead on project revenue forecasting.
Crafting and presenting comprehensive financial analyses on projects.
Taking responsibility for the accounting of all contracts in progress.
Financial Analyst Requirements: To thrive in this role, you'll need:
Expertise in percent of completion accounting.
Adaptability to navigate and thrive in a dynamic project environment.
Why Join Us: Embark on a rewarding career journey as a Financial Analyst with us, offering:
Competitive salary reflective of your skills and experience.
Opportunities for professional growth and career advancement.
Engaging work environment with exposure to top-tier management.
$55k-65k yearly 14h ago
Summer Intern, Finance
Lifestyle Communities, Ltd. 4.2
Finance advisor job in Columbus, OH
Job Title: Summer Intern, Finance Company: Builder's Resource Group, Inc. Department: Finance Reports To: AVP, Finance Wage Category: Hourly The Team You Will Join: We exist to build a connection, and that begins with our team members. Lifestyle Communities' (LC) Real Estate Multifamily Development team is dedicated to creating vibrant communities through strategic development and underwriting. This team is committed to making every project a success by leveraging market insights and financial analysis.
Who You Are:
As the Summer Intern, Finance, you are a detail-oriented and analytical individual with a passion for real estate and finance. You thrive in a collaborative environment and are committed to supporting the development underwriting process for multifamily projects. Your excellent communication and organizational skills enable you to manage multiple tasks and projects simultaneously, ensuring that all underwriting activities are executed flawlessly. You are proactive, resourceful, and dedicated to continuous improvement, always seeking innovative solutions to enhance project outcomes.
The Difference You Will Make:
* Financial Analysis: Complete financial analysis and forecasting for potential acquisition and development projects, including proformas, budgets, and investment return analysis.
* Business and Operations Analysis: Perform business, financial, and operations analysis to impact top-line and bottom-line results and support management decision-making.
* Market Research: Conduct market research to understand demographics and economics of potential development sites and acquisition opportunities.
* Investor Reporting: Assist with the preparation of information to be distributed to current and potential investors.
* Ad Hoc Projects: Support other ad hoc projects and analysis as assigned.
What You'll Bring:
* Pursuing a Bachelor's degree in finance, real estate, or a related business discipline.
* Must have completed at least two (2) years of college with a minimum GPA of 3.5.
* Proficiency with Microsoft Office, specifically Excel.
* Strong financial analysis, analytical, and problem-solving skills.
* Ability to become proficient with internal software programs necessary for the role.
* Self-starter with strong initiative to take ownership and exercise sound judgment and discretion at all times.
* Flexibility and responsiveness to change.
* Strong attention to detail, presentation skills, and the ability to communicate both verbally and in writing.
* Ability to multi-task and work in a fast-paced, team-oriented, dynamic environment.
* Work requires the ability to align and embrace our five Core Values: Performance, Communication, Leadership, Quality, Teamwork.
Direct Reports and Reporting Relationship:
None, however, the ability to achieve results by working with others within the organization, regardless of the reporting relationship, is a critical success factor.
Physical Demands and Work Environment:
The physical demands and work environment described herein represent the criteria an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to individuals with disabilities to perform these functions by applicable law.
* Physical Demands: While performing the duties of this job, the employee is required to stand; walk; sit; handle or feel objects, reach with hands and arms; talk and hear. Specific vision abilities required by the job include close vision, distance vision, and the ability to focus.
* Work Environment: While performing this role, the individual will be primarily working in an office environment with limited travel and work at development sites and community locations.
Location and Travel:
Position will be based in Columbus, Ohio, with infrequent travel to local and out-of-state markets, including but not limited to Tennessee, South Carolina, North Carolina, Texas, Denver, and Florida.
Disclaimer:
The above information in this description has been designed to indicate the general nature and level of work employees perform within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Lifestyle Communities (LC) is an Equal Opportunity Employer.
$29k-36k yearly est. Auto-Apply 5d ago
Intern - Financial Analyst
Continental Tire The Americas, LLC 4.8
Finance advisor job in Marysville, OH
Continental develops pioneering technologies and services for sustainable and connected mobility of people and their goods. Founded in 1871, the technology company offers safe, efficient, intelligent and affordable solutions for vehicles, machines, traffic and transportation. In 2020, Continental generated sales of 37.7 billion and currently employs more than 192,000 people in 58 countries and markets. On October 8, 2021, the company celebrated its 150th anniversary. The ContiTech business area focuses on smart and sustainable solutions beyond rubber and develops digital and intelligent solutions in future-oriented sectors. In doing so, ContiTech draws on its long-standing knowledge of the industry and materials to open up new business opportunities by combining various materials with electronic components and individual services. The products, systems and solutions developed by ContiTech are used both in the automotive industry as well as in railway engineering, machine and plant construction, mining, agriculture and other important sectors of the future.
The Controlling Department Intern supports the Plant Controller in monitoring, analyzing, and reporting financial performance. This role provides hands-on exposure to cost control, budgeting, forecasting, and financial analysis while helping ensure accuracy, transparency, and compliance in financial processes. The intern will work closely with Plant Controller to support data-driven decision-making.
+ Assist in the preparation of daily, weekly, monthly, quarterly, and annual financial reports, including cost center, manufacturing, and variance analyses, and present findings to management and department leaders.
+ Collect, validate, and analyze financial and operational data from multiple sources to ensure accuracy, completeness, and consistency in reporting.
+ Analyze manufacturing variances, standard costs, fixed costs, and balance sheet items, identifying deviations from budget, forecast, or standard and supporting corrective actions.
+ Investigate manufacturing cost issues and support the development of methods, processes, and programs to improve the plant's financial performance.
+ Support the month-end closing, forecast, and budget processes, including reconciliations, variance analysis, and preparation of supporting schedules.
+ Assist in the preparation of detailed budgets and forecasts, ensuring alignment with business objectives and plant financial targets.
Perform other duties and special projects as assigned by the Plant Controller.
High School diploma or GED
- Sophomore standing college/university courses working towards BS/BA in Finance, Business or related field
- 3.0 GPA
- Ability to work 40 hours per week in the summer and possibly a minimum of 10 hours per week during the school year.
- Experience with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Excellent communication skills
- Willing to learn new procedures and applications
- Able to work with minimal supervision
EEO / AA / Disabled / Protected Veteran Employer. Continental offers equal employment opportunities to all qualified individuals, without regard to unlawful consideration to race, color, sex, sexual orientation, gender identity, age, religion, national origin, disability, veteran status, or any other status protected by applicable law. In addition, as a federal contractor, Continental complies with government regulations, including affirmative action responsibilities, where they apply. To be considered, you must apply for a specific position for which Continental has a current posted job opening. Qualifying applications will be considered only for the specific opening(s) to which you apply. If you would like to be considered for additional or future job openings, we encourage you to reapply for other opportunities as they become available. Further, Continental provides reasonable accommodations to qualified individuals with a disability. If you need assistance in the application process, please reply to ******************** or contact US Recruiting at ************. This telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application, if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a call back.
**EEO-Statement:**
EEO / Disabled / Protected Veteran Employer. Continental offers equal employment opportunities to all qualified individuals, without regard to unlawful consideration to race, color, sex, sexual orientation, gender identity, age, religion, national origin, disability, veteran status, or any other status protected by applicable law. In addition, as a federal contractor, Continental complies with government regulations, including affirmative action responsibilities for qualified individuals with a disability and protected veterans, where they apply. To be considered, you must apply for a specific position for which Continental has a current posted job opening. Qualifying applications will be considered only for the specific opening(s) to which you apply. If you would like to be considered for additional or future job openings, we encourage you to reapply for other opportunities as they become available. Further, Continental provides reasonable accommodations to qualified individuals with a disability. If you need assistance in the application process, please reply to ******************** or contact US Recruiting at ************. This telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application, if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a call back.
Ready to drive with Continental? Take the first step and fill in the online application.
$35k-49k yearly est. 5d ago
Retirement Planner/Financial Advisor - Base Salary + Bonus
Golden Reserve
Finance advisor job in Dublin, OH
Golden Reserve is looking for an experienced financial retirement planner for our locations in our Columbus region with a home base at our new headquarters in Dublin, Ohio. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.
Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows
(********************************************************** Seminars and Digital channels.
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
We provide:
Salary
:
Retirement Planner (2-4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2
Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2
Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation
Prospects
- you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
Benefits
- Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance
We expect:
·
Conversion
: we deliver the leads - we expect you to win and convert them into clients
·
Service
: provide excellent customer service to your existing clients
·
Commitment
: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your FinancialAdvisor (**********************************
You can also learn more at **********************
Requirements
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Salary Description Starting at $175,000 base per yr plus incentives
$150k yearly 10d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance advisor job in Dublin, OH
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Execute key deliverables for monthly segment results and variance drivers
+ Participate in development of annual segment budget and strategic financial plan (SFP)
+ Prepare quarterly segment forecast, including drivers and analysis on variances
+ Execute key deliverables which contribute to the Operating Committee materials and Finance slides for CEO staff meeting
+ Collaborate with Investor Relations team in development of quarterly external messaging and materials for the segment
+ Partner with Strategy and segment teams, contributing to quarterly Board of Directors materials for the segment
+ Assist in developing segment calendar of deliverables and work closely with BU Finance teams to ensure timeliness and accuracy of materials
+ Partner closely with Medical Segment BU Finance teams to understand the drivers of the business
+ Own and maintain key aspects of the segment Admin expense budget, forecast and drivers, including collaborating with Corporate on allocations
+ Partner with Enterprise team to manage segment deliverables
**_Qualifications_**
+ Bachelor's degree in related field, preferred
+ 4-8 years' experience, preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 2/17/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 40d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Upper Arlington, OH
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$60k-107k yearly est. Auto-Apply 18d ago
Financial Analyst
Creative Financial Staffing 4.6
Finance advisor job in Wilmington, OH
We are seeking a motivated and detail-oriented Financial Analyst to support core financial functions, including cash management reconciliation, treasury operations, internal audit support, and financial planning & analysis (FP&A). This role plays a key part in ensuring financial accuracy, strengthening internal controls, supporting liquidity management, and delivering actionable insights to leadership. The ideal candidate is analytical, systems-oriented, and thrives in a collaborative, fast-paced environment.
Key Responsibilities
Cash Management & Reconciliation
Perform daily cash transaction matching and reconciliation within the ERP system.
Investigate and resolve variances between bank records and system data.
Support automation and process improvements in cash reconciliation workflows.
Ensure compliance with accounting policies and data integrity standards.
Treasury Support
Assist with daily cash positioning, liquidity monitoring, and forecasting.
Analyze bank transactions and support cash flow projections.
Maintain banking documentation and support treasury-related activities, including investments and debt processes.
Identify short-term cash trends to support liquidity planning and risk management.
Internal Audit Support
Coordinate with external audit partners to support internal audit activities.
Prepare audit schedules, documentation, and working papers.
Identify opportunities for control enhancements and process improvements.
Track audit findings and remediation efforts across departments.
Financial Planning & Analysis (FP&A)
Perform financial and operational analysis to support business decisions.
Prepare monthly and quarterly reporting, KPIs, and variance analysis.
Support forecasting, budgeting, and long-range planning initiatives.
Partner with business leaders to evaluate performance and improvement opportunities.
Financial Systems & Reporting Enhancement
Collaborate with accounting and IT teams to optimize ERP and reporting tools.
Identify opportunities for automation and workflow improvements.
Support management dashboards and financial presentations.
Ensure accuracy and consistency of financial reporting data.
Qualifications
Education: Bachelor's degree in Finance, Accounting, or related field.
Experience: 2+ years of experience in finance or accounting, ideally with exposure to treasury, audit, or FP&A.
Technical Skills: ERP system experience (e.g., SAP, Oracle, Dynamics) and advanced Excel proficiency.
Knowledge: Understanding of internal controls, financial analysis, and cash management principles.
Soft Skills: Strong analytical, organizational, and communication skills with a proactive mindset.
#LI-AS7 #LI-HYBRID #INJAN2026
$43k-60k yearly est. 14h ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance advisor job in Dublin, OH
What Financial Planning & Analysis contributes to Cardinal Health
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
Responsibilities
Execute key deliverables for monthly segment results and variance drivers
Participate in development of annual segment budget and strategic financial plan (SFP)
Prepare quarterly segment forecast, including drivers and analysis on variances
Execute key deliverables which contribute to the Operating Committee materials and Finance slides for CEO staff meeting
Collaborate with Investor Relations team in development of quarterly external messaging and materials for the segment
Partner with Strategy and segment teams, contributing to quarterly Board of Directors materials for the segment
Assist in developing segment calendar of deliverables and work closely with BU Finance teams to ensure timeliness and accuracy of materials
Partner closely with Medical Segment BU Finance teams to understand the drivers of the business
Own and maintain key aspects of the segment Admin expense budget, forecast and drivers, including collaborating with Corporate on allocations
Partner with Enterprise team to manage segment deliverables
Qualifications
Bachelor's degree in related field, preferred
4-8 years' experience, preferred
Anticipated salary range: $80,900 - $115,500
Bonus eligible: No
Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
Medical, dental and vision coverage
Paid time off plan
Health savings account (HSA)
401k savings plan
Access to wages before pay day with my FlexPay
Flexible spending accounts (FSAs)
Short- and long-term disability coverage
Work-Life resources
Paid parental leave
Healthy lifestyle programs
Application window anticipated to close: 2/17/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
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How much does a finance advisor earn in Springfield, OH?
The average finance advisor in Springfield, OH earns between $38,000 and $133,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Springfield, OH
$71,000
What are the biggest employers of Finance Advisors in Springfield, OH?
The biggest employers of Finance Advisors in Springfield, OH are: