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* Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact$38k-79k yearly est.7d ago
Financial Sales Representative
Strategic Financial Solutions is an award-winning financial services firm dedicated to helping people live a financially healthy life through the products and services we offer. Strategic has offices in Manhattan and Buffalo, to house our rapidly growing family of over 750 associates.$45k-100k yearly42d ago
Virtual Personal Banker
* Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact$30k-34k yearly est.23d ago
Investment Solutions Representative - Greater Los Angeles, CA Area
As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. Fidelity Investments is a privately held company with a mission We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Los Angeles, CA Metro area!$61k-71.5k yearly1d ago
Remote Financial Associate
About our company
Our company prides itself on working as a team because it has allowed us to accomplish much success in the financial industry. We're looking for someone who is ambitious, thrives in a team environment, has leadership skills and has a desire to do good work that helps individuals.
As a non-captive Broker Dealer the products and services we market and represent come from some of the top companies in our industry, allowing our clients a power of choice. The U.S. Department of Labor recently ranked Financial Professionals as the #1 growing career in the US. Due to our economy's difficulty, and the fact that many people are losing their retirements, our services are essential now more than ever to provide families with a solution. The variety of our services and educational approach make our firm stand out as a leader in its field. In the end, our clients are able to make the best financial decisions for their family.
· Manage a book of business
· Maintain excellent leadership qualities and help develop other leaders in the field
· Operational efforts that support the gathering of financial data from clients and building a strategic proposal to meet their financial goals
· Following industry standards and safeguarding customer's information
· Maintain appropriate certifications and license(s) as required by the firm
- Remote work via ZOOM Brokerage Office.
- No experience necessary, will mentor with our comprehensive training program
- Flexible schedule (Full time or part-time)
- Leadership & growth opportunities
- Opportunity to create residual, passive, trail, 1099 and recurring income$51k-98k yearly est.3d ago
Relationship Banker - Rocky Mount, VA
Serves as customers' single point of contact on all American National Bank products and services. Maintains a thorough knowledge of all American National Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. American National's tradition of community banking dates back 114 years to its founding in 1909, growing from a single office to a full-service bank with 26 branches in Virginia and North Carolina today. Verifies all transactions, places holds as appropriate and proofs cash drawer upon completion of assigned shift to ensure compliance with American National Bank standards policies. The Relationship Banker is responsible for all customer service duties, sales, and relationship management activities while reaching or exceeding established goals. The Relationship Banker masters the delivery process and possesses full knowledge of the Bank's products and services, thereby developing customer relationships by performing the following essential functions. Continually demonstrates a helpful, professional, friendly attitude and is committed to the high customer service standards expected at American National Bank. Services customers by processing a variety of transactions quickly with minimal or no errors according to established American National Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; accepting and process payments for loans and other services. Identifies and matches customer product needs with American National Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.$27k-32k yearly est.5d ago
Investment Banker - Vice President
Origination & Advisory is seeking to hire strong Investment Banker across key Investment Banking Coverage & Advisory sectors. You will also need to have a strong foundation in corporate finance and accounting, an understanding of core Deutsche Bank products and a proven ability to communicate confidently, constructively, and effectively with internal and external clients and/or partners.$159k-318k yearly est.12d ago
Full Time Virtual Banker - Winston Salem ($20/HR Start) - Start Date July 3, 2023
A day in the life of a Virtual Banker Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S.$38k-45k yearly est.1d ago
Investment Banking Technology Risk Control
We are a team of professionals, with oversight responsibility for managing the cyber and technology risks arising from UBS' business in Investment Banking. In the Cyber & Technology Risk Control team at UBS you'll be responsible for ensuring that Group Technology manages risk within defined risk appetite thresholds.$122k-219k yearly est.2d ago
Financial Specialist - Tribal Victim Services ICF seeks experienced Financial Specialist to provide federal grants financial management training and technical assistance (TTA) to American Indian and Alaska Native communities. Working at ICF means applying a passion for meaningful work with intellectual rigor to help solve the leading issues of our day. ICF is a mission-driven company filled with people who care deeply about improving the lives of others and making the world a better place. Smart, compassionate, innovative, committed, ICF employees tackle unprecedented challenges to benefit people, businesses, and governments around the globe.$68.3k-116.2k yearly10h ago
AIR's Contracts & Finance Operations team is currently looking for a Finance Associate to join its innovative team. Established in 1946, with headquarters in Arlington, Virginia, AIR is a nonpartisan, not-for-profit institution that conducts behavioral and social science research and delivers technical assistance to solve some of the most urgent challenges in the U.S. and around the world.$68k-75k yearly60d+ ago
Associate Financial Planning & Analysis (FP&A)
We are looking for an Associate to join our FP&A and Strategy team. Description: e-TeleQuote Insurance is a mission-driven insurance agency focused on helping Medicare beneficiaries select the right plan for their diverse needs from a portfolio of products offered by top brand-name carriers.$62k-82k yearly est.6d ago
Refund Specialist, Ft Day Shift Local Remote, Patient Financial Services
As a faith-based organization, with over a century of caring for the communities in the Maryland area, Adventist HealthCare has earned a reputation for high-quality, compassionate care. Adventist HealthCare was the first and is the largest healthcare provider in Montgomery County.If you want to make a difference in someone's life every day, consider a position with a team of professionals who are doing just that, making a difference. Adventist HealthCare seeks to hire a Refund Specialist who will embrace our mission to extend God's care through the ministry of physical, mental and spiritual healing. At Adventist HealthCare our job is to care for you.$19k-30k yearly est.22d ago
Financial Services Representative State Farm Agent Team Member (Life Insurance Focus)
Job DescriptionPosition Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities * Use a customer-focused, needs-based review process to educate customers about insurance options. * Work with the agent to establish and meet marketing goals. As an Agent Team Member, you will receive... * Group Life Insurance Benefits * 401K * Hourly pay plus commission/bonus * Paid time off (vacation and personal/sick days) Requirements * Successful track record of meeting sales goals/quotas preferred * Self-motivated * Proactive in problem solving * Ability to make presentations to potential customers * Experience in marketing * Ability to assess customer needs and conduct effective interviews * Knowledge of financial services products * Knowledge of life products * Life and Health license (must have currently) * Position may require irregular working hours If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. Flexible work from home options available.$28k-51k yearly est.4d ago
Financial Audit Associate II - Cleared/Remote - Washington, D.C.
Position Overview: As a member of a contractor team, candidates will support financial audit and audit remediation support to a federal government agency. Requirements * Bachelor's degree in Accounting or completed required Accounting coursework for CPA exam eligibility (Financial Audit). Security Clearance: * US Citizenship. Ability to travel across US and potentially global locations. * Strong technical accounting skills with proficiency in US GAAP and Federal Accounting standards.$38k-58k yearly est.18d ago
Relationship Banker - Dulles Parkway
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines$29k-36k yearly est.30d ago
Finance Associate (m/f/x)
For our Finance team, we are looking for a young talent that is eager to learn and support us as our Finance Associate (m/f/x).$42k-75k yearly est.24d ago
Private Client Banker - SB (Network Expansion) Virginia Metro Market
* Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. As such, upon active employment with JPMorgan Chase, you will be requi$45k-105k yearly est.60d+ ago
As a Relationship Banker within PNC's Northern Virginia organization, you will be based in Ashburn, Virginia. Acts as an advocate for mass affluent clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the segment. Works across a broad range of ecosystem partners, including PNCI, PNC Private Bank, Business Banking and Mortgage. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.$28k-34k yearly est.27d ago
Remote Financial Service Representative
Global Fortune 500 Company looking to expand financial services distribution platform nationwide in 2023. We have experienced tremendous growth and are looking for ambitious, business ownership minded individuals in referral, PT and FT remote roles.
The ideal candidate will be capable of creating effective marketing strategies that assist the efforts of sales teams and generate additional leads. They are a motivated, well-organized individual who has a deep understanding of prospecting and developing strong relationships with clients. You will work in the financial industry helping individuals, families and businesses reach their financial goals through financial education and strategizing.
Develop and execute strategies to drive business in new and existing markets
Partner with Talent Acquisition to identify and recruit top sales talent
Mentor employees to help them achieve individual & team objectives
Bachelor's degree or equivalent experience
3+ years' of sales or relevant work experience
Excellent written and verbal communication skills
Flexible work schedule
Remote work from home capability
Comprehensive training provided
Unlimited productivity based pay (1099)
If we feel you are qualified to work in our field, we will set up a zoom conversation to share more details about our firm and what the role entails.$30k-43k yearly est.21d ago
Average Salary For a Finance Associate
Based on recent jobs postings on Zippia, the average salary in the U.S. for a Finance Associate is $81,339 per year or $39 per hour.
The highest paying Finance Associate jobs have a salary over $130,000 per year while the lowest paying Finance Associate jobs pay $50,000 per year
A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.
A Senior Financial Analyst's role is to oversee the financial aspects and manage fellow analysts in a company. Among the tasks of a Senior Financial Analyst include conducting research and analysis, providing forecast in revenue and expenditures, creating financial models that would suit the company and project more sales, and take part in the planning of finances. Moreover, being a Senior Financial Analyst means leading a team of skilled professionals in the same field of expertise.
An accountant is a professional whose primary task is to prepare, keep, examine, and interpret financial records. Most accountants are in charge of a wide scope of finance-related tasks, either for private individuals or for large-scale businesses and organizations they are employed with. They make sure that financial statements and records are accurate and comply with laws and regulations. They also compute for taxes, prepare tax returns, and ensure being paid properly and on time. As they keep track and record the flow of money, they can offer guidance on how to reduce costs, enhance revenue, and help in profit maximization.
Consultants are individuals who were tapped by a company or an organization to work on a specific activity, depending on their field of expertise. They act as guides for the organization in undertaking projects that are related to their field. Consultants would usually assist organizations in planning, often giving advice when the need arises. They would, at times, take the lead in activities that involve data gathering and interpretation of data gathering results so that they can provide solid recommendations on actions that the organization may undertake. They may also guide the organization in implementing any changes brought about by their consultancy and in evaluating the effectiveness of the changes.
A finance manager is responsible for monitoring the financial system of a company. Their tasks include handling their organization's financial status, generating cost estimates and budget goals, identifying business opportunities to increase revenues and profitability, improving financial strategies, reducing costs, analyzing account statements, processing invoice as needed, analyzing market trends, searching potential partnerships, and presenting reports. A finance manager must have excellent analytical skills and knowledge of the accounting and financial industry. They are responsible for providing the best recommendations for the organization's growth.
Finance associates make $99,000 a year, on average ($47.73 an hour). However, there is a considerable ranger on how much a finance associate can make, starting from as little as $59,000 a year to as much as $163,000 a year. Factors such as location and industry impact how much a finance associate can make.
The jobs you can get with an associate in finance include associate financial advisors, loan officers, bookkeepers, financial clerks, real estate brokers, accounting clerks, and account resolution specialists. A two-year degree is a great way to earn a decent paycheck compared to a traditional bachelor's degree.