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Financial Advisor
Edward Jones 4.5
Finance aid advisor job in Lancaster, OH
This job posting is anticipated to remain open for 30 days, from 30-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financialadvisor may be the right change for you. Financialadvisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financialadvisors. 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 financialadvisors 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. Financialadvisors 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 financialadvisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors 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 financialadvisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financialadvisor 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 financialadvisor 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 FinancialAdvisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financialadvisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financialadvisors 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. Financialadvisors earning potential is reflective of their performance.
What characteristics would make you a successful financialadvisor?
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 financialadvisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Job Summary and Responsibilities Thi s is a remote position The Utilization Management Physician Advisor II (PA) conducts clinical case reviews referred by case management staff and/or other health care professionals to meet regulatory requirements and in accordance with the system's objectives for assuring quality patient care and effective and efficient utilization of health care services.
$48k-95k yearly est. 1d ago
Remote Licensed Financial Services Professional
Cirkal Financial Services. LLC
Remote finance aid advisor job
About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
$41k-77k yearly est. 21d ago
Infor Finance ERP Analyst - 245267
Medix Technology 3.9
Remote finance aid advisor job
Infor Finance ERP Analyst
100% Remote
Unable to provide sponsorship now or in the future
Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system.
Responsibilities:
Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module.
Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience.
Configure ERP modules to meet business needs and align with established workflows.
Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications.
Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions.
Propose and implement enhancements to optimize system performance and streamline business operations.
Conduct user training sessions and develop comprehensive manuals and guides for ERP usage.
Maintain detailed documentation of system updates, configurations, and procedures for future reference.
Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed.
Requirements:
Associate's Degree required, Bachelor's Degree preferred.
3+ years of experience configuring the Infor Finance module.
Experience in troubleshooting and solving technical issues related to ERP systems.
Strong communication skills.
$42k-57k yearly est. 4d ago
Financial Analyst
Connect Search, LLC 4.1
Remote finance aid advisor job
***LOCAL CANDIDATES ONLY***
Job Title: Financial Analyst (FP&A)
Employment Type: Contract-to-Hire at a full time schedule of 40+ hours per week.
Pay: $30-35/hour W2
About the Role:
Our client, a well known healthcare organization, is seeking a detail-oriented and proactive Financial Analyst (FP&A) to join the team in Norwalk, OH. This role is responsible for supporting financial planning and analysis initiatives, including budgeting, forecasting, variance analysis, and operational performance improvement. The Financial Analyst will collaborate with leaders across the organization to provide insights and support strategic decision-making.
Key Responsibilities:
Develop monthly, quarterly, and annual financial forecasts using historical trends and operational data.
Prepare detailed variance analyses comparing actuals to budget/forecast and communicate key drivers to leadership.
Build and maintain financial models to support scenario planning and operational decision-making.
Partner with department leaders to identify financial risks, opportunities, and cost-saving initiatives.
Consolidate and interpret financial results across departments for reporting packages.
Support long-range planning by evaluating key business assumptions and market trends.
Monitor KPIs and operational metrics, translating them into actionable insights for leadership.
Assist with ad hoc financial analysis to support investment decisions, resource allocation, and performance improvement efforts.
Qualifications:
Bachelor's degree in Finance or Accounting required; Master's preferred.
3+ years of FP&A or financial analysis experience.
Strong experience with variance analysis, budgeting, and financial forecasting.
Ability to extract, interpret, and present financial data clearly to non-financial stakeholders.
Excellent analytical, organizational, and communication skills.
Why Join:
Hybrid work schedule with flexibility to work remotely.
Opportunity to partner with cross-functional leadership and drive impact on financial performance.
Collaborative and fast-paced environment where your insights will influence key decisions.
$30-35 hourly 3d ago
Investment Associate - Equity Team
Bitkraft Ventures
Remote finance aid advisor job
BITKRAFT Ventures Los Angeles, San Francisco, New York, Denver, Chicago, London, Lisbon, Madrid, Berlin, Cape Town, Singapore, Pune
WHO WE ARE:
BITKRAFT Ventures is a global leader in early-stage investments at the intersection of gaming, Web3, and immersive technologies. With over $1B in assets under management and 130+ portfolio companies, we empower visionary founders to shape the future of interactive entertainment and digital economies.
We are a diverse, distributed team united by a shared mission: to identify and support innovative startups that will define the future of virtual worlds, economies, and experiences. At BITKRAFT, we focus on early-stage investments that fuel the convergence of physical and digital realities, a concept we call Synthetic Reality.
We are excited to meet candidates who are passionate about shaping the future of gaming and immersive technologies and are eager to join our dynamic, fast-growing team.
THE OPPORTUNITY
Working on venture capital transactions and deal flow: You will proactively work in the deal team to analyze opportunities by thoroughly assessing founder teams, strategic fit with BITKRAFT, market potential, competitive dynamics, product KPIs, and customer metrics or user reviews. As part of your diligence, you will also make use of your own network of industry contacts, experts, and venture investors. You are able to build your own models and documentation to assist in your findings. You will liaise with the Partners at BITKRAFT to conclude investment decisions.
Portfolio management: You will monitor and support BITKRAFT's portfolio management initiatives (e.g., KPI and business plan tracking, monitoring of fundraising plans, evaluating monthly financial reportings, reviewing strategy, and roadmap) to identify key areas where BITKRAFT can support.
Origination of new deals: You will build strong relationships for BITKRAFT in the startup and venture capital community and be an ambassador for our firm, e.g., by identifying new investment opportunities as part of our incoming deal flow and by leveraging your network to identify exciting founding teams for BITKRAFT.
Market trends and research: You will independently build expertise around exciting sectors to uncover promising business models and bring forward your own investment theses.
YOU
Strong ambition and a growth mindset
Passion for and a solid understanding of startups and venture capital-a foundation in startups is helpful to build credibility in working with founders
Knowledge of and passion for the games and interactive entertainment sectors (including working experience in the industry)
Candid and clear communication, with strong interpersonal and relationship-building skills
Strategic mindset with sharp quantitative and analytical thinking as well as great attention to detail: analytical, fact-driven yet pragmatic working style
Autonomous working style, as well as the ability to synthesize and present complex data, while getting operational and working “hands-on”
Demonstrated willingness to go the extra mile for new opportunities, portfolio companies, and other projects to score a big win for BITKRAFT
Proven ability to lead and drive multiple projects at once, while adding creative ideas
Dedication to our existing portfolio of companies and desire to proactively provide support for them
Strong financial modeling, and research skills
Team-oriented attitude and familiarity and passion for working in distributed teams and in remote working environments
ADDITIONAL INFORMATION
Language Skills: Excellent English, both spoken and written
The position will require travel
WHY JOIN BITKRAFT?
At BITKRAFT, we foster a collaborative and entrepreneurial culture where innovation thrives. By joining our team, you will have the opportunity to work alongside passionate individuals who are driving the next wave of disruption in gaming, Web3, and immersive technologies. You will have the chance to make a significant impact on emerging companies while developing your career in the fast-growing field of venture capital.
We offer competitive compensation and opportunities for personal and professional growth in a dynamic and supportive work environment.
$94k-170k yearly est. Auto-Apply 60d+ ago
Investor Relations Associate
Capital Factory 3.6
Remote finance aid advisor job
Job Description
Austin, Texas, United States
Ventures team reporting to Investor Relations Manager
This is an onsite role
The Investor Relations Associate will get to know every active investor in Texas and help facilitate millions in venture capital funding by connecting our portfolio founders to angels and venture investors. You will be responsible for the execution of key Investor Relations programs including Investor Office Hours, helping portfolio startups understand different fundraising options and access IR resources, onboarding new investors into our community, and assisting with the launch of new IR initiatives. You'll use Capital Factory's network of active investors and proprietary software tools to curate matches between investors and founders. You'll get three years of venture capital experience in a year by observing large volumes of early stage companies and learning how VCs view and evaluate potential investments.
Capital Factory attracts the best startups in the state and connects them with exactly who they need to grow their business - whether that's their next partner, mentor, client, employee or investor. Our Ventures Team facilitates all of these interactions - and we're seeking a strong leader with a proven background in the startup community to optimize and grow our programming opportunities across Texas.
Requirements
What you will do…
You'll make valuable introductions between founders and investors when there is mutual interest.
Be the primary point-of-contact for investors, building a long term relationship. You'll be responsible for sharing relevant startups, events, and other opportunities with them, and tracking their engagement.
Organize office hours, in-person and virtual, for investors to meet with relevant portfolio founders.
Network with venture capitalists and angel investors to establish deal flow relationships with them.
Attend events with investors and introduce new portfolio companies.
Take calls and meetings with investors to better understand their investment thesis and which companies to introduce them to.
Make over a dozen curated introductions between investors and our portfolio founders everyday.
Attend our weekly Ventures Team Sync, Investor Relations Sync and other relevant meetings.
Attend our monthly First Look events.
You'll know you're successful if…
Our Founders have an exceptional experience and receive meaningful value from connections made with our investor network.
Our Investor Office Hours program continues to grow and meetings have a 90%+ utilization rate.
Investors rave about the startups they meet with.
You build strong relationships with our VIP stakeholders and receive introductions to new investors on a regular basis. You work with high-level professionals and don't get intimidated easily.
Assigned tasks are completed in a timely manner with minimal mistakes and your team trusts you to execute independently.
You have a productive and collaborative relationship with all internal teams, especially the Mentor, Venture Programs, and Ops Teams.
About you…
You have experience with the startup and technology markets.
You have a basic understanding of startup funding terms, options, and mechanisms.
You like using data to understand problems and make connections.
You are organized and plan ahead, but you don't get stressed out when things change at the last minute. Because they will. You roll with it.
You have a proven ability to manage multiple projects at a time while paying strict attention to detail.
You have the ability to deliver high quality work, on time, in a dynamic organization under time pressure.
You are able to work at least 45 hours per week. You do what it takes to get the job done!
You plan to stay in Texas and fully commit to this position for 2+ years.
About our team...
We have a passion for startups and technology
We have excellent written and verbal communication skills
We are professional and presentable and greet everyone cheerfully. We're ready to deal with an immature student, a pushy salesperson, top VCs, a fortune 500 CEO, and even the President of the United States.
We are excited to work in downtown Austin and have reliable transportation.
We have a quiet place with fast internet where we can work remotely.
We have a reliable laptop computer and smartphone.
We are security aware. We have a passcode on our computers and phones and use a password manager.
We are available during SXSW (Spring Break) and Startup Week (the week before Austin City Limits Music Fest).
We get to Inbox Zero every day.
Benefits
4 weeks paid time off (one week is between Christmas and New Year's)
Personal health, vision and dental insurance paid 100% by Capital Factory
Additional benefits such as 401k program (50% company matching), life insurance, short & long term disability and and employee assistance program
Parental leave including 10 weeks paid leave for birthing parents and 4 weeks paid leave for non-birthing parents
$1,000 personal innovation budget on your first year anniversary and then an additional $500 each anniversary thereafter
Coworking membership at Capital Factory with garage parking space, metro pass, or rideshare credits and access to the onsite gym
A priceless network
About Capital Factory
Capital Factory is the center of gravity for entrepreneurs in Texas, the number one startup state in the U.S. Hundreds of thousands of entrepreneurs, programmers, and designers gather day and night, in-person and online for meetups, classes, and coworking. With boots on the ground in Austin, Dallas, Houston and San Antonio, we meet the best entrepreneurs in Texas and introduce them to their first investors, employees, mentors, and customers. According to Pitchbook, Capital Factory has been the most active investor in Texas since 2010
$111k-178k yearly est. 18d ago
Remote Entry Level Financial Advisor
Brand & Associates
Remote finance aid advisor job
Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level FinancialAdvisor. As an Entry-Level FinancialAdvisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals.
Responsibilities:
Conduct thorough financial consultations to assess clients' needs, risk tolerance, and financial goals
Develop personalized financial plans tailored to each client's unique circumstances
Recommend appropriate investment strategies, insurance products, and other financial solutions
Educate clients on financial concepts and strategies to empower them to make informed decisions
Maintain regular communication with clients to monitor their progress and make adjustments as needed
Generate leads and expand client base through prospecting and networking activities
Stay current on industry trends and regulations to ensure compliance and provide the most up-to-date advice
Qualifications:
Excellent communication and presentation skills to effectively convey complex financial information
Strong interpersonal skills to build rapport and trust with clients
Ability to work independently and manage time effectively in a remote environment
Enthusiasm for the financial services industry and a passion for helping others achieve their financial goals
Benefits:
Opportunity to work remotely and enjoy a flexible work-life balance
Comprehensive training and mentorship to develop your skills and advance your career
A collaborative and supportive work environment with a focus on professional development
$83k-150k yearly est. 60d+ ago
Financial Advisor Recruiter
Levo Resources 3.9
Remote finance aid advisor job
Job Description
Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financialadvisor talent.
Summary:
We're hiring an experienced FinancialAdvisor Recruiter/Consultant to tackle the recruiting side of our financialadvisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm.
This is a remote position working 9:00 AM - 5:00pm ET.
What You'll Do:
Proactively source and engage financialadvisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels
Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment
Build trust-based relationships and maintain consistent touchpoints throughout the process
Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit
Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up
Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations
Present opportunities to advisors clearly and professionally, aligning their goals with client parameters
Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools
Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc
Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties
Tools & Systems You'll Use:
Loxo (ATS/CRM), Excel / Google Sheets
Email + calendar tools
Phone systems / dialing tools
LinkedIn, ZoomInfo, and other sourcing platforms,
Requirements:
4+ years of recruiting experience, with direct exposure to financialadvisor recruiting
Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality
Prior experience recruiting financialadvisors in one or more of the following environments:
Wealth management firm / RIA / broker-dealer
Bank or financial institution
Recruiting / search firm supporting advisor hiring
Strong phone presence and ability to build rapport quickly with experienced professionals
Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management
Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools)
Preferred (Nice to Have):
Existing advisor network or history of placing advisors successfully
Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.)
Experience working alongside business development and client management teams
What Success Looks Like:
You build a healthy advisor pipeline consistently
Advisors trust you and stay engaged through the process
You present aligned, qualified advisors to clients based on real discovery
Your CRM/pipeline is tight: no missed follow-ups, no surprises
Work Location & Schedule:
Remote (U.S.)
Hours: 9:00 AM - 5:00 PM Eastern Time
Compensation includes a Salary and Performance Bonus
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution. This position act as an interface between the clients and our software development team.
Essential Job Functions:
Executes on client loan accounting and investor reporting functions utilizing SBO
Performs remittance processing functions in support of client implementation and conversion functions
Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact
Provide ongoing system and business support for clients including researching and resolving production issues
Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product.
Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients
Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization.
Such other activities as may be assigned by your manager
Qualifications/ Requirements:
Bachelor's degree in accounting or finance or equivalent combination of education and experience
Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred
Strong math and analytical skills
Advanced skills with Microsoft Excel including experience manipulating large volumes of data
Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported.
Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills.
Excellent communication skills, both verbal and written, in individual and group settings
Experience with SBO loan accounting system a plus
Ability to read and parameterize adjustable-rate mortgage (ARM) notes
Experience in working with software development teams
Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server.
Experience testing software enhancements or bug fixes
Understand and able to reconcile custodial accounts
Self directed and motivated to deliver high quality solutions and services.
#LI-AS1 #LI-Remote
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$70,000.00 - $85,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
$70k-85k yearly Auto-Apply 48d ago
Financial Advisor
Foresters 4.0
Remote finance aid advisor job
Job Responsibilities:
Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives.
Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc.
Collaborate to create a team environment and to meet clients needs.
Generate additional referrals from personal networking, seminars, and presentations to community groups
Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales.
Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner.
Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.
Qualifications:
FINRA Series 7 and 63
State Life & Health Insurance license
Strong sales, marketing, and business development skills
2+ years of sales experience and/or financial services experience.
Experience within financial institutions is preferred.
Exceptional interpersonal and relationship building skills
Bachelor's degree or equivalent in accounting, finance, or related field of study
Experience:
Financial institutions: 1 year
Sales and/or financial services: 2 years
Education:
Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance
Privacy
I understand that I am about to apply for employment at Cetera Financial Group and that I will be asked to provide certain types of personal information as well as other information with respect to my work experience, educational background and the position that I am interested in. I understand that Cetera Investors gathers this information through a third-party service provider, Cetera Financial Group may also use other service providers to assist in the application process.
I understand that the personal information that I provide or any subsequent information that I provide will be used to consider my application for employment and that Cetera Financial Group will retain my application for employment for a reasonable time period in accordance with applicable law. I further understand that if employed my personal information will be used in Cetera Financial Group systems for employment purposes.
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
$73k-125k yearly est. Auto-Apply 60d+ ago
Personal Financial Advisors
Weekday Ai
Remote finance aid advisor job
This role is for one of our clients
We are looking for experienced Personal FinancialAdvisors to participate in a research project in partnership with one of the world's leading AI organizations. In this role, you will use your professional expertise to design and review occupation-specific questions that reflect the real-world work of financialadvisory professionals.
Requirements
Eligibility Requirements:
Minimum of 4+ years of full-time experience as a Personal FinancialAdvisor.
Must be based in the United States, United Kingdom, or Canada.
Must have access to a desktop or laptop computer (Chromebooks are not supported).
Project Details:
Fully remote and asynchronous - work at your own pace and schedule.
Minimum commitment of 15 hours per week (actual workload may vary).
The project is expected to continue through the end of 2025, with the possibility of extension.
Contribute to building AI systems that leverage real-world financial expertise.
Compensation & Contract Terms:
Competitive hourly pay, determined by your experience and geographic location. ($100-$200per hour)
Weekly payments via Stripe Connect, based on logged hours.
Engagement structured as an independent contractor on an “at-will” basis.
Visa sponsorship (H1-B or STEM OPT) is not available for this role.
$46k-90k yearly est. Auto-Apply 47d ago
Financial Advisor - Kansas City (5206)
AXA Equitable Holdings, Inc.
Remote finance aid advisor job
Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.
Daily Activities may include
* Networking to discover new talent to grow your team
* Coaching from your experience & training to develop new Financial Professionals
* Collaborating with local leadership to strengthen values, mission and vision
* Committing to personal and district goals consistent with branch and company strategy
* Supervisory skills ensuring compliance and brand are met
* Fostering diverse talent and enabling an inclusive work environment
* Teambuilding through culture and events
Requirements
* Four-year college degree preferred but not required
* Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
* Must pass FINRA Series 24 exam prior to stepping into leadership
* Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
* Desire to help others plan for and protect their financial futures
* Knowledge of our products & services
* High degree of self-confidence but team first attitude
* Authorized to work in the United States
Training & Support
* Leadership Development School
* Equitable Advisors' Virtual University
* Columbia Holistic Financial Coach Program
* Sponsorship for FINRA licensing
* Working closely with top leadership thru 1:1 coaching
* Joint work and mentorship opportunities
* Personalized training and support in all areas important to building your business
* Opportunity to earn specialized designations such as Certified Financial Planner (CFP)
Compensation & Benefits
* Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
* Work-life balance and access to a full suite of remote-work technology solutions
Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!
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 8204370.1(7/25)(Exp7/29)
$36k-72k yearly est. 60d+ ago
National Branch & Self-Directed Investing - Associate
Jpmorgan Chase 4.8
Finance aid advisor job in Columbus, OH
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.
As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
**Job responsibilities**
+ Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
+ Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
+ Create financial business cases supporting business initiatives
+ Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
+ Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
+ Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
+ Help design new reports and dashboards to efficiently deliver the financial results to senior management
+ Enhance controls and streamline processes, introducing automation where possible
**Required qualifications, capabilities, and skills**
+ Bachelor's degree in Accounting, Finance or a subject of a technical nature
+ 3+ years of work experience in Financial Services, and/or accounting/controller background
+ Advanced skills in Excel and PowerPoint
+ Proficiency with data mining/gathering and manipulation of data sets
+ Inquisitive, enthusiastic and diligent, and capable of challenging peers
+ Strong verbal and written communication skills, with the ability to articulate complex issues clearly
+ Ability to create ad hoc reporting for senior management
+ Proven track record for executing on special projects / assignments with little lead time or information
+ Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
+ Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
+ Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $83,600.00 - $115,000.00 / year
$83.6k-115k yearly 19d ago
Advisor, Financial Aid
Columbus State Community College 4.2
Finance aid advisor job in Columbus, OH
Compensation Type: SalariedCompensation: $23.13 The FinancialAidAdvisor in Student Central provides student support services related to financialaid and refers students in the areas of academic advising, admissions, and registration for all students. This position exercises discretion and independent professional judgment with respect to assisting students and parents with identifying resources needed to address their individual circumstances and potential barriers to enrolling at the College. The Advisor works closely with FinancialAid and other Student Central staff members to coordinate additional services according to the needs of students.
ESSENTIAL JOB FUNCTIONS
Student Advising & Support
Interprets and explains financialaid processes inclusive of application, dependency appeals, special circumstance appeals, homelessness determinations, unusual enrollment history (UEH), grants, federal loans, private loans, scholarships, and academic standards.
Reviews, verifies, and makes decisions on various appeals including dependency, special circumstance, SAP, and UEH.
Guides students through processes inclusive of processing paperwork and verifying qualifiers.
Provides information regarding program of study, next steps of enrollment, documents needed, new student orientation, placement testing, academic advising, course selection and registration.
Facilitates in-person and virtual presentations to students, parents, and potential students both on and off campus.
Assists students in the Student Central computer lab.
Assists unique student populations such as veterans, foster youth, human trafficking victims, homeless students, and domestic violence survivors.
Advises students on academic pathway tracks and course selection as related to financialaid eligibility.
Communicates with students and parents in person, via phone, e-mail or other delivery formats as needed.
Customer Service
Provides direct customer-focused service in-person, via phone, and e-mail. Assists partners from other College departments, such as FinancialAid processing, with paperwork and tasks to address student needs.
Responds to email inquiries from multiple accounts inclusive of FinancialAid, Consortium, and individual work email.
Initiates emails to students relating to document requests and appeal decisions.
Conducts outreach to students to resolve barriers to enrollment such as no FAFSA on file, wrong FAFSA on file, aid cancellation due to self-corrections on FAFSA, and other issues as needed.
Administrative
Completes and maintains required documentation.
Keeps accurate records.
Maintains confidentiality of student files and other sensitive subject matter.
Collects and maintains student contact for reporting purposes.
Ensures all documents and data are entered appropriately in electronic processing systems and student records
Culture of Respect
Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community.
Additional Duties & Responsibilities:
Attends all required department meetings and training.
Manages multiple assignments of varying complexity while meeting federal as well as internal regulations and procedures, with the ability to adapt to changing needs of the College and business partners.
Hours may include working outside of a normal workweek schedule as well as working in multiple locations as needed to meet workload demands, including occasional Saturday morning shifts and additional evenings.
Work hours: 20-29 hours a week, vary within a range of 8:00am - 5:00pm Monday, Tuesday, Thursday, 8:00-7:00pm Wednesday and 8:00am - 4:30pm Friday and 9:00 to 12:00 Some Saturdays and occasionally additional evenings
MINIMUM EDUCATION AND EXPERIENCE REQUIRED:
Bachelor's Degree in Student Personnel, Counseling, Guidance, or closely related field.
Three (3) years of progressively responsible experience in student advising.
*An appropriate combination of education, training, coursework and experience may qualify a candidate.
Full Time/Part Time:
Part time
Union (If Applicable):
Scheduled Hours:
20
Additional Information
In order to ensure your application is complete, you must complete the following:
Please ensure you have all the necessary documents available when starting the application process. For all faculty positions (Instructor, Annually Contracted Faculty, and Adjunct), you will need to upload an unofficial copy of your transcript when completing your aplication.
Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application.
If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.
Thank you for your interest in positions at Columbus State Community College. Once you have applied, the most updated information on the status of your application can be found by visiting your Candidate Home. Please view your submitted applications by logging in and reviewing your status.
$23.1 hourly Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance aid 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 26d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance aid 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_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_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:** 02/06/2026 *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
\#LI-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 21d ago
Virtual Financial Advisor Insurance Agent
Yellowstone Life Insurance Agency 3.9
Remote finance aid advisor job
Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual FinancialAdvisor to join our team. As a Virtual FinancialAdvisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.
In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage.
As a Virtual FinancialAdvisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions.
This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you!
Responsibilities:
Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
Assess clients' financial needs and goals through thorough analysis and consultation.
Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.
Requirements
A minimum of 2 years of experience in financial planning or a related field.
Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner.
Ability to work independently and remotely, with a high level of initiative and self-motivation.
Series 7 and Series 65 or 66 licenses required.
Bachelor's degree in finance, economics, or a related field preferred.
Benefits
Freedom & ability to work virtually
$41k-46k yearly est. Auto-Apply 60d+ ago
Academic and Finance Advisor I (Jan Start)
National University 4.6
Remote finance aid advisor job
Compensation Range:
Annual Salary: $20.00 - $21.63
If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you!
Our Academic and FinanceAdvisor role is a full-time work-from-home opportunity. Apply today!
As an Academic and FinanceAdvisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation.
Essential Functions:
Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools.
Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success.
Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards.
Advise students on financialaid requirements, university policies, and changes to their course of study.
Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables.
Maintain professionalism while supporting escalated students and delivering University communications.
Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment.
Maintain regular and reliable attendance, and perform other duties as assigned.
Requirements:
Education & Experience:
Bachelor's degree preferred.
Minimum of one (1) year of experience in advising, customer service or related is required.
Experience in student services or training and development in a collegial setting preferred.
Experience working in a fast-paced customer or student-centric position preferred.
Experience in higher education and technology-driven enterprise preferred.
All skills, abilities, and education will be considered for minimum qualifications.
Competencies/Technical/Functional Skills:
Knowledge of academic and business practices in an online university environment.
Knowledge of University policies, procedures, and updates.
Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students.
Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines.
Understanding of financialaid programs, the FDCP Act, and standard payment practices.
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting.
Maintains confidentiality and integrity in all interactions and documentation.
Skilled in written communication, report preparation, and the use of technology for online engagement.
Collaborative team player who contributes to a positive and productive work environment.
Knowledge of and alignment with the University's mission, vision, and goals.
Proficient in Microsoft Office.
Must be eligible to receive access to the National Student Loan Data System (NSLDS
What We Offer
In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities.
Location: Remote, USA
#LI-Remote
Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here.
National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals.
National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.