Trader
Finance associate job in Sandy, UT
Job DescriptionSalary:
About Us
Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at **************************
About the Position
The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
Trade Execution: Trade equities, ETFs, bonds, and other securities. Rebalance client accounts according to rebalancing protocols.
Data Analysis and Validation: Review and validate large data sets. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
Database Maintenance: Help maintain the integrity and accuracy of the trading database.
Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the teams processes.
Versatility: Perform various data projects as needed to support the team's goals.
Who You Are
Bachelors degree in finance, business, or a related field.
Trading experience is strongly preferred.
Proficiency with Orions trading platform and/or custodial trading platforms is strongly preferred.
Technical aptitude for process improvement and data analytics is strongly preferred.
Self-starter who can efficiently multitask and prioritize a variety of projects.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
Collaborative mindset with a commitment to contributing to team success.
Your Toolkit
High proficiency in Microsoft Office is required. Advanced Excel and data analytic capabilities are preferred.
Top-tier quantitative skills and insatiable intellectual curiosity.
Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
Detail oriented with an ownership mentality towards the quality of your work.
Self-starter with excellent organizational skills and the ability to multitask effectively.
Benefits
Core Benefits - Medical with HSA and FSA options, dental, and vision.
Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
Great Team Culture - Team members consistently rave about having great colleagues.
Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you're ready to fast-track your investment career, apply now for Diversifys Trader position!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
Financial Analyst (16516)
Finance associate job in Roy, UT
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Join Northrop Grumman on our continued mission to push the boundaries of possible across land, sea, air, space, and cyberspace. Enjoy a culture where your voice is valued and start contributing to our team of passionate professionals providing real-life solutions to our world's biggest challenges. We take pride in creating purposeful work and allowing our employees to grow and achieve their goals every day by Defining Possible. With our competitive pay and comprehensive benefits, we have the right opportunities to fit your life and launch your career today.
Northrop Grumman Defense Systems is seeking to hire a Financial Analyst to join its team of diverse and qualified individuals. This position will be located in Roy, UT and will support the the Strategic Deterrent Systems (SDS) division.
Roles and Responsibilities
Management of division, including: monthly financial and cost forecasting, reporting and analysis
Prepare and provide weekly/monthly analytical reports to support cost variance/trend analysis
Support division compliance
General ad-hoc business support
Support the development of presentations to be briefed to leadership
Basic Qualifications
Requires US Citizenship and the ability to obtain and maintain a U.S. Government DoD security clearance (Secret, Top Secret; etc.)
Requires a bachelor's degree in Finance, Business, or a related field with 2 years of related experience; 1 year with a master's degree; or 6 years of related experience may be accepted with a HS Diploma (or equivalent) in lieu of a degree
Requires experience with MS Office Suite
Requires experience with SAP, IBM Cognos software
Requires experience with financial analysis or reporting
Preferred Qualifications
Active DoD Secret level security clearance (with the investigation in the past 6 years)
Degree in Finance, Accounting, Economics, or Business-related discipline
Expertise in financial analysis
Strong problem solving and analytical skills; ability to make recommendations and provide guidance to effectively drive projects to completion.
Excellent oral and written communication skills and a keen attention to detail
Position Benefits
As a full-time employee of Northrop Grumman Defense Systems, you are eligible for our robust benefits package including:
Medical, Dental & Vision coverage
401k
Educational Assistance
Life Insurance
Employee Assistance Programs & Work/Life Solutions
Paid Time Off
Health & Wellness Resources
Employee Discounts
This position's standard work schedule is 9/80. The 9/80 schedule allows employees who work a nine-hour day Monday through Thursday to take every other Friday off. This role may offer a competitive relocation assistance package.
#SentinelBusMgmt
Primary Level Salary Range: $63,800.00 - $95,800.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Auto-ApplyMortgage Finance Associate Attorney
Finance associate job in Salt Lake City, UT
Job DescriptionMortgage Finance Associate Attorney
Location: Charlotte (Open to Chicago, Houston, Los Angeles, New York, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.)
Direct Counsel is seeking a junior to mid-level Mortgage Finance Associate to join a prestigious Am Law 100 firm in Charlotte, with the option to work from other U.S. office locations, including Chicago, Houston, Los Angeles, New York, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.. This role will focus on mortgage origination, warehouse financing, and securitization transactions in the commercial and residential mortgage sectors.
Key Responsibilities
Support the mortgage finance group in various securitization and financing transactions.
Advise clients on commercial and residential mortgage loans, including origination and warehouse financing.
Draft and negotiate loan documents, securitization agreements, and related contracts.
Assist with complex mortgage-related securitization transactions and asset-backed securities.
Work on matters related to mortgage servicing, regulatory compliance, and other finance-related issues.
Collaborate with clients to develop effective solutions for mortgage financing and securitization needs.
Qualifications
Education: J.D. from a top-tier law school.
Experience: 2 to 5 years of experience in mortgage finance, warehouse financing, securitization, or related transactions.
Skills: Strong academic credentials, excellent contract negotiation, and legal research skills, with a solid foundation in mortgage finance.
Work Environment & Compensation
Salary Range: $235,000 - $365,000 (compensation may vary based on experience, skills, and firm policies).
Comprehensive Benefits Package:
Medical, dental, vision, life, and AD&D insurance.
401(k) retirement savings plan.
Back-up childcare and eldercare support.
Professional development programs, mentorship opportunities, and career advancement support.
This firm is committed to fostering a diverse and inclusive workplace and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Join a leading mortgage finance team and make an impact on the future of the industry with this exciting opportunity.
Join the AES Finance & Accounting Talent Community!
Finance associate job in Salt Lake City, UT
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas.
AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization.
If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation.
Join the AES Finance & Accounting Talent Community!
We invite you to join the AES Finance and Accounting Talent Community! Our finance roles typically involve preparing, collecting, and interpreting financial information, preparing budgets, reports, forecasts, and statutory returns, conducting financial analyses of proposals, investments, and fund sources, managing the organization's taxation affairs and cost accounting systems, cash flow, and controlling treasury while ensuring compliance with regulatory standards. In our Accounting teams, you might be responsible for accounting administration activities such as accounts payable, accounts receivable, billing, and invoicing.
Join our talent community to be considered for new opportunities and receive notifications about AES job openings in Accounting, FP&A, M&A, Asset Reporting Management, Financial Reporting, Internal Controls and Audit, Project Finance, Financial Modeling, and Tax Compliance, Planning and Strategy, among others. Roles in these teams typically require a bachelor's degree and a background or clear interest in the relevant focus area.
Disclaimer: This posting is not for a specific job requisition at AES. By applying, you express your interest in being considered for current and future employment opportunities at AES that align with your background and interests. Joining the Finance & Accounting Talent Community keeps you informed about new job opportunities within AES teams. Your Resume/CV and application information will be stored in our ATS, allowing our Recruiting team to find your profile and contact you about relevant AES openings.
AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.
Auto-ApplyFinancial Analyst
Finance associate job in Salt Lake City, UT
Make a meaningful difference: At Thatcher Chemical facilities across the nation, our manufacturing teams create the essential chemistries, processes, and solutions that support clean water, safe environments, reliable infrastructure, and critical industries.
From production and quality to logistics and distribution, your precision, dedication, and commitment to continuous improvement help transform raw materials and innovative science into real-world solutions.
Your purpose-driven work plays a vital role in protecting public health, supporting communities, and shaping a safer, more sustainable future.
Experienced Financial Analyst
Finance associate job in Salt Lake City, UT
Company:
The Boeing Company
The Boeing Company is seeking an Experienced Financial Analyst to join the Boeing Salt Lake Financial Analysis Team in Salt Lake City or West Jordan, Utah. Salt Lake City is the preferred primary location. As an Experienced Financial Analyst you will be supporting a Fabrication Business Unit for three buildings located in Salt Lake and West Jordan. This is your opportunity to contribute to cutting-edge solutions, support key financial operations, and play a pivotal role in guiding critical business decisions.
This position offers relocation assistance to qualified candidates.
Let Us Relocate You to Salt Lake City:
Job opportunities and growing economy: Thriving tech corridor (“Silicon Slopes”) plus strong aerospace, defense, healthcare, finance, logistics, and government sectors-good prospects for career growth and startups.
More affordable living than coastal metros: Generally lower housing and everyday costs compared with major West Coast cities, giving better purchasing power and potential to buy a home sooner.
World-class outdoor access minutes from the city: Skiing and snowboarding at resorts like Alta and Snowbird under an hour away; immediate access to hiking, mountain biking, climbing, and water recreation for easy daily or weekend escapes.
High quality of life and family-friendly communities: Safe neighborhoods, good public and private schools, plentiful parks , and a community focus on health and outdoor activity.
Four distinct seasons with abundant sunshine: Enjoy winter sports and warm, sunny summers-appealing if you like seasonal variety without excessive humidity.
What You Bring:
Willingness to Learn: If you're eager to learn, think critically, and like to take on new challenges, you're exactly who we're looking for.
Initiative: We value individuals who take the initiative, seek opportunities, and contribute proactively to our dynamic team.
Excellent written and verbal communication skills: Must have the ability to convey complex information in a clear and concise manner.
Strong leadership skills: Must have the ability to motivate and inspire team members to achieve common goals.
Organizational Skills: Exceptional attention to detail and ability to juggle multiple priorities in a fast-paced environment; Proficiency in using productivity tools and software.
Critical Thinking Skills: Bring your analytical prowess to the table - we want individuals who can analyze data and make informed decisions that impact our global operations.
Collaboration and Independence: Strike the perfect balance. Collaborate effectively with teams while demonstrating the ability to work independently when needed.
What We Offer You:
Industry leading benefits: Whether you're just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond competitive compensation, comprehensive health benefits to tuition reimbursement, a leading 401k plan and work life balance such as wellness programs, education assistance, role specific training and certifications and much more.
Career growth and direction: We are here to support you on your career journey by offering tuition reimbursement through our Learning Together program and much more. Boeing promotes internal movement and growth so you can find the best role for you at any stage of your career. Build your future here and let us be part of it!
Work that matters: Whether it is connecting people across the globe, transporting aid or reaching for Mars, Boeing is leading the way in making our world a better place.
Position Responsibilities:
Collects, compiles, manipulates and documents source data to support analysis of resource forecasts and/or Estimates at Completion (EACs) at the contract, functional, or overhead pool level using advanced Excel functions
Runs routine weekly/monthly performance reports to provide insights into project progress and identifies potential areas of improvement or concern
Collaborates with cross-functional teams to gather relevant data and assists in preparing variance analyses to identify deviations from planned target values
Supports the development of business cases by utilizing appropriate indices and providing accurate data analysis
Stays updated with industry trends and best practices related to cost and performance measurement to enhance the effectiveness of analysis and reporting
Ensures compliance with applicable Boeing and Governmental regulations concerning financial policies, procedures, processes, systems and tools
Makes recommendations to management on financial performance projections using financial and business knowledge and experience
Trains, mentors, and reviews junior analysts work via peer reviews
This position is 100% on site. This is at the hiring team's discretion and could potentially change in the future.
Basic Qualifications (Required Skills/Experience):
Bachelor's degree or higher in accounting, finance, business or a related field
1+ years of experience in a business-related function (including but not limited to: Finance, Accounting, Contracts, Estimating, Procurement Financial Analysis, Business Operations, Supplier Management)
Preferred Qualifications (Desired Skills/Experience):
1+ years of experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities
1+ years of experience working with and developing Long Range Business Plans (LRBPs)
1+ years of experience working with large data sets (e.g. advanced Excel, Power Pivot, Tableau and/or Microsoft Power BI)
Experience using strong verbal and written communication skills both virtually and in-person, including ability to explain “why”
Adaptability to rapid changing environments and ability to meet deliverables
Experienced change agent; ability to communicate and drive change with multiple stakeholders
Drug Free Workplace:
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
Pay and Benefits:
At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary pay range: $87,550 - $118,450
Language Requirements:
Not Applicable
Education:
Bachelor's Degree or Equivalent
Relocation:
This position offers relocation based on candidate eligibility.
Export Control Requirement:
This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee.
Safety Sensitive:
This is not a Safety Sensitive Position.
Security Clearance:
This position does not require a Security Clearance.
Visa Sponsorship:
Employer will not sponsor applicants for employment visa status.
Contingent Upon Award Program
This position is not contingent upon program award
Shift:
Shift 1 (United States of America)
Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
EEO is the law
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Auto-ApplyGSD Full-Time Paid Intern, Spanish/English Required, International Local Unit Finance Team
Finance associate job in Riverton, UT
The Global Services Department has an internship opportunity with our International Local Unit Finance Team! The Global Services Department is a service organization dedicated to supporting leaders, members, and the workforce.
This position engages in the objectives of the GSD to invite souls unto Christ by providing financial assistance and risk management for domestic and international local unit leaders in a simple and efficient way.
This support position exists to identify, analyze, document, and resolve difficult financial issues and questions for local unit leaders in multiple areas. It is anticipated that this internship may last up to one year. It is anticipated that the incumbent for this position will start in January 2026. This a temporary and non-benefited position that may last up to 12 months.
Under current hybrid working arrangements, the person in this position will be required to work in our Riverton, UT office once a week (as designated by division) or more, depending on business needs; therefore, must live close. This work arrangement requires ongoing approval.
Learn more about the GSD HERE!
Paid Interns are qualified while enrolled in an educational institution and for one year following graduation.
Fluency in reading, writing, and speaking both English and Spanish is required.
They must sign a Paid Internship Engagement Letter.
Responsibilities may vary by assignment depending on department and need.
The Intern receives assignments from supervising staff.
The Manager reviews the Intern's work occasionally.
The supervisor reviews each assignment as it is completed.
The Intern is expected to meet rigid and challenging deadlines, work in harmony with other people, take direction on each assignment, and give full attention to detail.
Independence in working, tact, and diplomacy are required.
Sound judgment of Church doctrine, history, organization, policy and protocol are also expected.
Auto-ApplyFinance Analyst
Finance associate job in Draper, UT
Job Title: Financial Analyst
We are seeking a collaborative and analytical individual to join our Financial Planning & Analysis (FP&A) team. This position will be instrumental in providing financial support and strategic insights to our go\-to\-market and product teams, helping shape the future of our business.
Key Responsibilities:
Strategically lead as the primary finance business partner to many of our Sales and Post\-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support for headcount, commissions, and operational expenses, including critical analysis and actionable recommendations to drive performance.
Architect and drive detailed financial modeling and analysis for sales productivity, customer retention initiatives, and post\-sales efficiency programs, proactively identifying strategic opportunities and risks, and presenting insights to senior leadership to influence business decisions.
Strategize and refine our subscription revenue forecasts, meticulously creating and maintaining detailed financial models to project attrition, lifetime value, and revenue per customer.
Orchestrate and oversee close collaboration with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month\-end and quarter\-end close processes, driving process improvements and ensuring data accuracy for critical business reporting.
We'd love to chat if you have:
5+ years of relevant experience in corporate finance, preferably in a high\-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large\-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands\-on experience using budgeting and forecasting tools such as Adaptive Insights
Familiarity with accounting processes related to monthly or quarterly close cycles
Preferred Qualifications:
Experience working in a Software\-as\-a\-Service (SaaS) or FinTech environment
Experience partnering with Go\-to\-Market (GTM) teams on budgeting, forecasting, or performance analysis
Ability to communicate complex financial concepts to cross\-functional stakeholders
Proactive mindset with a focus on continuous improvement
Strong interpersonal skills and the ability to work effectively in a team\-oriented setting
MUST HAVE:
5+ years of relevant experience in corporate finance, preferably in a high\-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large\-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands\-on experience using budgeting and forecasting tools such as Adaptive Insights
Strong financial modeling experience, including budgeting and forecasting.
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Financial Analyst
Finance associate job in Salt Lake City, UT
The Financial Analyst role will include Accounts Receivable / Payable, and Credit Review responsibilities. It will be key to collaborate closely with the Team to reconcile accounts and resolve any discrepancies, thereby contributing to the overall financial health and operational efficiency of the organization. Prompt and assertive Collections efforts will be required for past-due customer accounts. Your attention to detail and ability to maintain clear records will play a crucial role in supporting the company's financial objectives and maintaining positive relationships with customers.
**This is an in-person position based in Salt Lake City, Utah. Candidates must be able to commute to the office daily, Monday through Friday.**
**Duties and Responsibilities**
+ Post and apply customer payments
1. Wires
2. Credit Card
3. ACH / eCheck
4. Lockbox (checks)
+ Deposit customer checks and cash payments into the bank daily.
+ Reconcile AR journal entries with the bank statements.
+ Resolve customer account questions related to:
1. Finance charges
2. Match requests
3. Payment research
+ Provide excellent customer service to all customers.
+ Credit Assessment: Evaluate the creditworthiness of individuals or businesses by analyzing credit reports (Dun & Bradstreet), financial documents, vendor and bank references, personal guarantees, etc.
+ Credit Policy Adherence: Ensure compliance with company credit policies and guidelines while making recommendations for credit limits and terms.
+ Relationship Management: Collaborate with sales teams and customer service to understand customer needs and negotiate credit terms that balance risk and business objectives.
+ Monitoring and Review: Monitor the financial performance and credit status of existing customers, identifying potential risks or opportunities for adjustments in credit terms.
+ Commit time to special outreach efforts to past-due customers, adhering to an escalation plan that puts pressure on customers to make payments.
+ Use various Collections tools to your advantage (e.g. Account Holds, Service Charges, Payment Plans) and recommend any improvement to processes for favorable changes in Days Sales Outstanding KPI.
+ Ensure timely and accurate processing of vendor invoices.
+ Code A/P transactions to correct account.
+ Complete vendor credit applications.
+ Assist in month end closing processes.
+ Help provide support for year-end audit.
**Qualifications**
+ Education
+ High School Diploma
+ Bachelor's Degree strongly preferred
+ Personalized Skills
+ Proficient in Microsoft Office (Excel and Outlook)
+ Experience with ERP systems (e.g. Business Central, Netsuite)
+ Characteristics
+ Team player who prioritizes the success of the Group, in addition to oneself.
+ Attention to detail and accuracy.
+ Excellent organizational skills.
+ Excellent written and verbal communication skills - comfortable on the phone.
+ Self-motivated and persistent.
+ Ability to meet deadlines / time management.
_________________________________________________________________________________________________________________
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Private Client Banker - Wall & 12th - Ogden, UT - Rocky Mountains
Finance associate job in Ogden, UT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyManufacturing Finance Analyst
Finance associate job in Salt Lake City, UT
Weir Minerals Salt Lake City Onsite Purpose of Role: Will lead the Operational Finance for Salt Lake City and St. Louis and take overall responsibility for Financial Analytics, reporting operational performance, developing and ensuring compliance with costing policies, and cost accounting oversight while driving continuous improvement and efficiency in the business operations.
Why choose Weir: Be part of a global organization dedicated to building a better future: At Weir, the growing world depends on us. It depends on us constantly reinventing, quickly adapting and continually finding better, faster, more sustainable ways to access the resources it needs to thrive. And it depends on each of us doing the best work of our lives. It's a big challenge - but it is exciting.
An opportunity to grow your own way: Everything moves fast in the dynamic world of Weir. This creates opportunities for us to take on new challenges, explore new areas, learn, progress and excel. Best of all, there is no set path that our people must take. Instead, everyone is given the support and freedom to tailor-make their own career and do the best work of their lives.
Feel empowered to be yourself and belong: Weir is a welcoming, inclusive place, where each individual's contribution is recognized and all employees are encouraged to innovate, collaborate and be themselves. We continually focus on people and their wellbeing. We believe in fairness and choose to be honest, transparent and authentic in everything we do.
Key Responsibilities: Financial Analytics & Driving operational performance Improvements
* Maintain and enforce the divisional cost accounting principles and policies, including training where necessary to ensure operational teams fully understand the principles and policies
* Review, report and analyze operational performance of the Salt Lake City and St Louis businesses; with regular interaction with operations leaders to drive performance
* Lead the cost roll process across the business, validating increases / decreases where required
* Support development of standard operational KPI reports
* Develop early warning, gap analysis and countermeasure recommendations for various operations financial KPIs.
Strategic operational initiatives and planning
* Lead finance operations input into the annual budget and quarterly forecasting cycle - including assumptions on costs, recoveries and variances
* Lead and drive inventory financial analytics / Annual inventory verification and work with Supply Chain leaders to improve processes
* Provide proactive, reliable, and credible financial advice on a broad range of operational issues to key business partners
* Develop and implement capital expenditure business cases to support investment decisions and priorities.
* Ad-hoc operational finance projects as they arise
* Safety First: Demonstrate 100% commitment to our zero harm behaviors in support of our drive towards developing a world class safety culture.
Job Knowledge/Education and Qualifications:
* Previous Finance Experience in a Product Based Business
* Large Manufacturing Based company is a Plus
* Bachelor's degree in Accounting or Finance
* At least 5 years finance experience (Several different Finance experiences) Commercial roles, Cost accounting roles and General Finance roles are a plus
* Experience using SAP or Large ERP System
Founded in 1871, Weir is a world leading engineering business with a purpose to make mining operations smarter, more efficient and sustainable. Thanks to Weir's technology, our customers can produce essential metals and minerals using less energy, water and waste at lower cost. With the increasing need for metals and minerals for climate change solutions, Weir colleagues are playing their part in powering a low carbon future. We are a global family of 11,000 uniquely talented people in over 60 counties, inspiring each other to do the best work of our lives.
For additional information about what it is like to work at Weir, please visit our Career Page and LinkedIn Life Page.
#LI-JB1
#Minerals
Auto-ApplyGSD Full-Time Paid Intern, Spanish/English Required, International Local Unit Finance Team
Finance associate job in Riverton, UT
The Global Services Department has an internship opportunity with our International Local Unit Finance Team! The Global Services Department is a service organization dedicated to supporting leaders, members, and the workforce. This position engages in the objectives of the GSD to invite souls unto Christ by providing financial assistance and risk management for domestic and international local unit leaders in a simple and efficient way.
This support position exists to identify, analyze, document, and resolve difficult financial issues and questions for local unit leaders in multiple areas. It is anticipated that this internship may last up to one year. It is anticipated that the incumbent for this position will start in January 2026. This a temporary and non-benefited position that may last up to 12 months.
Under current hybrid working arrangements, the person in this position will be required to work in our Riverton, UT office once a week (as designated by division) or more, depending on business needs; therefore, must live close. This work arrangement requires ongoing approval.
Learn more about the GSD HERE!
* Responsibilities may vary by assignment depending on department and need.
* The Intern receives assignments from supervising staff.
* The Manager reviews the Intern's work occasionally.
* The supervisor reviews each assignment as it is completed.
* The Intern is expected to meet rigid and challenging deadlines, work in harmony with other people, take direction on each assignment, and give full attention to detail.
* Independence in working, tact, and diplomacy are required.
* Sound judgment of Church doctrine, history, organization, policy and protocol are also expected.
* Paid Interns are qualified while enrolled in an educational institution and for one year following graduation.
* Fluency in reading, writing, and speaking both English and Spanish is required.
* They must sign a Paid Internship Engagement Letter.
Auto-ApplyFinancial Services Representative (Bilingual Preferred)
Finance associate job in Salt Lake City, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative (Bilingual Preferred) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18- $19.75
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyGSD Full-Time Paid Intern, Spanish/English Required, International Local Unit Finance Team
Finance associate job in Riverton, UT
The Global Services Department has an internship opportunity with our International Local Unit Finance Team! The Global Services Department is a service organization dedicated to supporting leaders, members, and the workforce.
This position engages in the objectives of the GSD to invite souls unto Christ by providing financial assistance and risk management for domestic and international local unit leaders in a simple and efficient way.
This support position exists to identify, analyze, document, and resolve difficult financial issues and questions for local unit leaders in multiple areas. It is anticipated that this internship may last up to one year. It is anticipated that the incumbent for this position will start in January 2026. This a temporary and non-benefited position that may last up to 12 months.
Under current hybrid working arrangements, the person in this position will be required to work in our Riverton, UT office once a week (as designated by division) or more, depending on business needs; therefore, must live close. This work arrangement requires ongoing approval.
Learn more about the GSD HERE!
Paid Interns are qualified while enrolled in an educational institution and for one year following graduation.
Fluency in reading, writing, and speaking both English and Spanish is required.
They must sign a Paid Internship Engagement Letter.
Responsibilities may vary by assignment depending on department and need.
The Intern receives assignments from supervising staff.
The Manager reviews the Intern's work occasionally.
The supervisor reviews each assignment as it is completed.
The Intern is expected to meet rigid and challenging deadlines, work in harmony with other people, take direction on each assignment, and give full attention to detail.
Independence in working, tact, and diplomacy are required.
Sound judgment of Church doctrine, history, organization, policy and protocol are also expected.
Auto-ApplyEntry-Level Financial Representative
Finance associate job in South Jordan, UT
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Utilize marketing tools and resources to grow your client base.
Work with clients to assess financial needs and develop personalized strategies.
Provide guidance on insurance, investments, and retirement planning.
Engage in structured coaching, mentorship, and training programs.
Qualifications:
Self-motivated, coachable, and driven to succeed.
Excellent communication and relationship-building abilities.
No prior financial experience is required, and comprehensive training is included.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
CLO Finance Associate Attorney
Finance associate job in Salt Lake City, UT
Job DescriptionCLO Finance Associate Attorney
Location: New York (Open to other U.S. office locations including Charlotte, Chicago, D.C., Houston, Los Angeles, Palo Alto, San Francisco, Salt Lake City)
Direct Counsel is seeking an Associate with 3 to 5 years of experience to join a prestigious Am Law 100 firm in their CLO Finance practice. The successful candidate will have experience in collateralized loan obligations (CLOs) and related structured finance transactions. This is an excellent opportunity for an attorney looking to join a firm with a strong commitment to professional growth and development.
Key Responsibilities
Handle CLO and related structured finance transactions.
Work on securitizations, warehouse financing, and other complex financing structures.
Advise clients on sophisticated financing deals, ensuring compliance and best practices.
Collaborate with partners and other team members in the Banking & Finance practice group to manage large, complex transactions.
Qualifications
Education: J.D. from a top-tier law school.
Experience: 3-5 years of experience in CLOs, structured finance, and securitization.
Skills: Strong academic credentials, with excellent legal research, writing, and communication skills. Experience in CLO finance and complex financing transactions is required.
Work Environment & Compensation
Salary Range: $260,000 - $365,000 (compensation may vary based on experience, skills, and firm policies).
Comprehensive Benefits Package:
Medical, dental, vision, life, and AD&D insurance.
401(k) retirement savings plan.
Back-up childcare and eldercare support.
Professional development programs, mentorship opportunities, and career advancement support.
Additional Rewards: Potential for annual bonuses based on individual performance, utilization, and other metrics.
This firm promotes a collaborative and inclusive work culture with opportunities for career advancement. Equal opportunity for all applicants is a core value.
GSD Full-Time Paid Intern, Spanish/English Required, International Local Unit Finance Team
Finance associate job in Riverton, UT
The Global Services Department has an internship opportunity with our International Local Unit Finance Team! The Global Services Department is a service organization dedicated to supporting leaders, members, and the workforce.
This position engages in the objectives of the GSD to invite souls unto Christ by providing financial assistance and risk management for domestic and international local unit leaders in a simple and efficient way.
This support position exists to identify, analyze, document, and resolve difficult financial issues and questions for local unit leaders in multiple areas. It is anticipated that this internship may last up to one year. It is anticipated that the incumbent for this position will start in January 2026. This a temporary and non-benefited position that may last up to 12 months.
Under current hybrid working arrangements, the person in this position will be required to work in our Riverton, UT office once a week (as designated by division) or more, depending on business needs; therefore, must live close. This work arrangement requires ongoing approval.
Learn more about the GSD HERE!
Paid Interns are qualified while enrolled in an educational institution and for one year following graduation.
Fluency in reading, writing, and speaking both English and Spanish is required.
They must sign a Paid Internship Engagement Letter.
Responsibilities may vary by assignment depending on department and need.
The Intern receives assignments from supervising staff.
The Manager reviews the Intern's work occasionally.
The supervisor reviews each assignment as it is completed.
The Intern is expected to meet rigid and challenging deadlines, work in harmony with other people, take direction on each assignment, and give full attention to detail.
Independence in working, tact, and diplomacy are required.
Sound judgment of Church doctrine, history, organization, policy and protocol are also expected.
Auto-ApplyFinancial Analyst 1 (Deseret Trust Company)
Finance associate job in Salt Lake City, UT
Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders.
Deseret Trust assists in preparing the way for the work of salvation and exaltation by being a trusted partner in providing essential financial resources and fiduciary services. To learn more about Deseret Trust you can visit their website at: *****************************
Bachelor's degree in Finance, Management, or a related field (required).
4-5 years of relevant experience.
Proficient in computer use, including word processing and spreadsheets (especially Microsoft Excel).
Familiarity with Excel macros, Power Automate, and Power BI is a plus but not required.
Securities Lending - Transfer securities lending files to the lending agent promptly. This requires starting work before 7:00 AM and monitoring throughout the day.
Trade Settlements - Ensure trades settle on time and communicate any issues clearly. Prepare end-of-day reports.
Deposits - Accurately and promptly process check deposits in compliance with company policies for safeguarding funds.
Disbursements - Process wire, check, and ACH disbursements accurately and on time.
Other Transactions - Handle credit card transactions, wire templates, corporate actions, class action claims, and prepare quarterly/monthly reports as needed. Perform backup duties as assigned.
Certification - Active CTOP (Certified Trust Operations Professional) certification required. On-the-job training and certification will be provided over a 3-year period.
Required Skills
Ability to work independently under pressure and meet daily deadlines.
Strong attention to detail and accuracy; ability to self-check work.
Provide complete supporting documentation for all transactions.
Maintain a professional attitude in all communications.
Auto-ApplyFinancial Services Representative (Overstaff)
Finance associate job in Ogden, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative (Overstaff) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $17 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPrivate Client Banker - Park City - Park City, UT
Finance associate job in Park City, UT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-Apply