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Bank of America 4.7
Finance associate job in Saint Peters, MO
Saint Peters, Missouri;Chesterfield, Missouri
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** **
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$30k-35k yearly est. 7d ago
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Supplier Auditor - Procurement Financial Analysis (Associate or Experienced)
Jeppesen 4.8
Finance associate job in Hazelwood, MO
Company:
The Boeing Company
The Boeing Company is seeking a Supplier Auditor - Procurement Financial Analysis (Associate or Experienced) based out of Hazelwood, MO. Our team is open to a broad range of experience levels including Level 2 and Level 3 Specialists to find the best fit for the position.
Auditors partner closely with Cost Analysts and support Supplier Management in developing and arriving at a fair and reasonable Rates position in negotiation objective based on Facts and Data. The audit of the Termination Settlement Proposal requires an in-depth knowledge of Federal Acquisition Regulation (FAR) 31, 49 & 52. Our objective is to determine if the costs are allocable, reasonable, and allowable per the FAR. The ability to analyze the costs within the FAR and Cost Accounting Standards (CAS) guidance is crucial to success in Supplier Audit.
The ideal candidate for this role will have strong analytical skills, attention to detail and have the ability to work independently, while managing multiple projects simultaneously.
Position Responsibilities:
Conduct Comprehensive Audits: Lead audits focusing on Rates & Factors, Contract Terminations, ensuring compliance with government regulations and evaluating key areas such as new business rates, contract terminations, and accounting systems
Educate and Collaborate: Act as a trusted advisor to suppliers, guiding them through audit findings while building strong relationships with CFOs, executives, and suppliers to foster a collaborative environment
Analyze Financial Data: Dive into supplier financial data to identify trends in total cost of goods sold, develop competitive rates, and ensure fair pricing practices
Conducts supplier audits, complex analysis to evaluate supplier financial book of record to identify how suppliers have developed their rates and factors
Conducts research, preparation, data validity, review, approval, and reconciliation of complex financial statements and reports to ensure compliance with FAR, Generally Accepted Accounting Principles (GAAP), and CAS
Prepares strategies and leads price negotiations with suppliers
Performs risk and opportunity analysis. Ensures compliance with company policies and procedures and regulatory agency requirements
Conducts market trend data and parametric models
Basic Qualifications (Required Skills/Experience):
Bachelor's Degree or higher in Accounting, Finance, or related field (e.g. Business Econ, Mathematics, etc.)
1+ years of related work experience
Experience with cost accounting, rate development, and/or financial analysis
Preferred Qualifications (Desired Skills/Experience):
3+ years of related work experience or an equivalent combination of education and experience
Experience working directly with suppliers in an auditing capacity
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 & 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 (Associate, Level 2): $73,950 - $100,050
Summary Pay Range (Experienced, Level 3): $ 90,950 - $123,050
Language Requirements:
Not Applicable
Education:
Bachelor's Degree or Equivalent
Relocation:
Relocation assistance is not a negotiable benefit for this position.
Export Control Requirement:
This is not an Export Control position.
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
Boeing EEO Policy
Request an Accommodation
Applicant Privacy
Boeing Participates in E - Verify
E-Verify (English)
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Right to Work Statement
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$91k-123.1k yearly Auto-Apply 13d ago
Future Positions at Utilitra
Utilitra
Finance associate job in Edwardsville, IL
Job Description
At Utilitra, our employees are the cornerstone of our success, and we're dedicated to fostering an environment that reflects that. Interested in joining the Utilitra team? Provide your resume and contact information to be considered for future positions.
About our Company
Utilitra is a woman-owned firm specializing in utility and technology solutions. We offer design, construction, and metering services to utilities, and supply businesses and municipalities with robust technology services through our team of IT professionals. Our ability to integrate distinct specialties gives customers the opportunity to work with a coordinated team for the design and maintenance of their infrastructure.
Utilitra has been recognized by the St. Louis Business Journal as a Best Places to Work finalist, one of St. Louis' 50 Fastest Growing Companies, and one of the Largest Women-Owned Businesses. We were also recognized by the St. Louis Post Dispatch as one of the area's Top Work Places.
Utilitra is committed to building and sustaining an equitable and inclusive work environment where diversity is expected and valued. We believe that a diverse workforce benefits and enriches our mission, vision, and core values, and is a critical component to our company's success.
Utilitra IS AN EQUAL OPPORTUNITY EMPLOYER.
We proudly extend consideration for employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, age, national origin, disability, gender identity, sexual orientation, pregnancy, pregnancy-related conditions, protected veteran status, or any other criteria protected by law.
$66k-117k yearly est. 19d ago
Securities and Corporate Finance Associate
5 Legal
Finance associate job in Saint Louis, MO
Job Description
Top AmLaw 100 national law firm seeks an associate to join their Securities and Corporate Finance Practice Group in any of their Phoenix, St. Louis, Kansas City, or Denver.
Interested candidates must possess a high level of academic achievement, solid law firm experience, and well-developed problem-solving, writing, and communication skills. Experience advising public companies on capital markets, SEC disclosure, and corporate governance matters is required. Candidates should have 3+ years of experience in the work described above. Relocation support is available for highly qualified candidates.
$39k-71k yearly est. 25d ago
Relationship Banker | St. Charles
First Busey Corporation 4.5
Finance associate job in Saint Charles, MO
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.
Duties & Responsibilities
Customer Service & Relationship Building
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Identify customer needs and offer solutions through the bank's products and services.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Resolve customer concerns and issues promptly, ensuring a positive experience.
Sales & Referrals
Promote and cross-sell bank products.
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
Account Management
Open and manage a variety of accounts.
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
Provide assistance with and support for online banking services and digital banking tools.
Loan & Credit Processing
Refer clients with credit needs to the appropriate banker or line of business.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
Compliance & Risk Management
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
Maintain confidentiality of customer information and ensure compliance with privacy regulations.
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
Operational Support
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Education and Training:
Requires a High School diploma.
Requires previous banking and/or sales experience.
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $17-$19/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$17-19 hourly Auto-Apply 5d ago
Financial Analyst - School of Public Health
Washington University In St. Louis 4.2
Finance associate job in Saint Louis, MO
Scheduled Hours 37.5 Responsible for the financial operations of a set of departments including 1) financial reporting and analysis, budgeting and forecasting 2) compliance with University, Federal, International, and other requirements, regulations and policies, 3) transaction approval and oversight 4) Internal Controls 5) Liaison and resource for department directors and managers regarding budget and financial issues
Job Description
Primary Duties & Responsibilities:
Reporting and Analysis
* Prepare financial reporting packages for area directors and department managers, analyzing and highlighting significant budget and year over year variances.
* Serve as primary contact for area directors and department managers, providing requested information, resolving issues and providing guidance and direction of the financial impact of new initiatives.
* Hold quarterly meetings with area directors and department managers to discuss issues/initiatives in their areas with budgetary impacts.
* Work with area personnel to prioritize expenditures and identify opportunities for savings to meet unanticipated needs without exceeding their annual budget.
* Work with Accounting Services' school accountant on quarterly Core report variance explanations (year-to-year actuals and budget-to-actuals) per the Core report schedule.
* Determine reporting needs and create customized user reports for departments that are tailored to their specific operational needs. Remain current in new applications to ensure effective and efficient delivery of information.
* Analyze income and expenses, make investigations, assemble data and prepare projections and reports for planning and decision making. Process journal entries and budget adjustments for restricted and unrestricted accounts as necessary. Incorporate data and ideas in formal and/or informal reports, providing recommendations for problem issue resolution as appropriate.
Budgeting and Forecasting
* Provide assistance and support to area directors and department managers in developing their annual departmental budgets. Ensure departmental budgets adhere to the School's parameters and recommendations for the School-wide annual budget and resolve any discrepancies or deviations from the established recommendations.
* Prepare the budget reporting package for submission to leadership team. Provide summarized and detailed reports on historical, current and projected activity and footnote significant variances.
* Manage entry and balancing of the departments' budgets in the School's budget workbook and also manage submission and balancing of the departments' budgets into the University's Reporting and Planning System.
* Ensure the current budget in the Administrative Information System is updated once the departments' budgets are approved by the Dean. 25% Financial Operations.
* Provide day-to-day oversight of financial transactions for assigned departments. Research discrepancies and deviations from University or School policies and communicate with key department personnel.
* Approve unrestricted and restricted non-payroll financial transactions for assigned departments.
* Provide training to department personnel on University and School systems, policies and procedures.
* Perform document processing functions as needed. 25%
Other responsibilities may include some or all of the following:
* Managing Restricted Funds - maintain records, reporting and budgeting for restricted funds including gifts, endowments, scholarships, grants and contracts.
* Revenue and Other Account Reconciliations.
* Salary Budgeting, Reporting and Analysis.
* Compile 1098T information.
* Tuition Analysis and Forecasting.
* Work with University Central Finance Operations including but not limited to: School Accounting, Financial Aid, Alumni and Development, Gift Accounting, Payroll and Human Resources, Tax, Accounts Payable.
Performs other duties as assigned.
Working Conditions:
Job Location/Working Conditions
* Normal office environment
Physical Effort
* Typically sitting at a desk or table
Equipment
* Office equipment
The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.
Required Qualifications
Education:
Bachelor's degree - Accounting
Certifications/Professional Licenses:
No specific certification/professional license is required for this position.
Work Experience:
Professional Accounting (3 Years)
Skills:
Not Applicable
Driver's License:
A driver's license is not required for this position.
More About This Job
WashU seeks highly motivated individuals who are able to perform duties in a manner consistent with our core mission and guiding principles.
Preferred Qualifications
Education:
M.B.A. - Master of Business Administration
Certifications/Professional Licenses:
Certified Public Accountant (CPA) - American Institute of Certified Public Accountants , Certified Public Accountant (CPA) - Illinois Department of Financial and Professional Regulation, Certified Public Accountant (CPA) - Missouri Division of Professional Registration
Work Experience:
Relevant Experience (5 Years)
Skills:
Accounting, Analytical Thinking, Communication, Confidentiality, Critical Thinking, Customer Service, Deadline Management, Exercises Judgment, Financial Budgeting, Financial Reporting Systems, Fund Accounting, Group Presentations, Group Problem Solving, Interpersonal Communication, Organizing, Personal Initiative, Prioritization, Project Administration, Self Motivation, Working Independently, Work Relationships
Grade
G11
Salary Range
$53,100.00 - $90,600.00 / Annually
The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.
Questions
For frequently asked questions about the application process, please refer to our External Applicant FAQ.
Accommodation
If you are unable to use our online application system and would like an accommodation, please email **************************** or call the dedicated accommodation inquiry number at ************ and leave a voicemail with the nature of your request.
All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
Pre-Employment Screening
All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.
Benefits Statement
Personal
* Up to 22 days of vacation, 10 recognized holidays, and sick time.
* Competitive health insurance packages with priority appointments and lower copays/coinsurance.
* Take advantage of our free Metro transit U-Pass for eligible employees.
* WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.
Wellness
* Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!
Family
* We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We've got you covered.
* WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.
For policies, detailed benefits, and eligibility, please visit: ******************************
EEO Statement
Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University's policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.
Washington University is dedicated to building a community of individuals who are committed to contributing to an inclusive environment - fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.
$53.1k-90.6k yearly Auto-Apply 16d ago
Entry Level Financial Representative
Banderman Wealth Management
Finance associate job in Union, MO
Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: ***********************************************************************
A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
About the Role:As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Experience: Previous experience in financial services, insurance or business development is not required.
Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Meet our local leaders:
Matt Banderman - Managing Director
What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors.
Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.
Tom Simon - Financial Advisor
Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!
Passions: Building his own team, winning charity golf tourneys, and being a dad.
Secret Weapon: A knack for leading with vision and commitment to growth.
Time with our team: 12+ years.
Alan Metzger - Financial Advisor
Background: Accountant with 16 years in construction before joining Northwestern Mutual.
Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball.
Time with our Team: 10 years as a Financial Advisor, with 25 years as a client.
Claudia Zimny - Recruiter
Background: Business Management graduate from UMSL, with recruiting experience since 2023.
Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
Time with our Team: Joined in 2024.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
$29k-51k yearly est. 60d+ ago
Financial Consultant
North Star Staffing Solutions
Finance associate job in Saint Louis, MO
Our staffing solutions connect skilled candidates with the best companies in the area. We take pride in understanding a candidate's skill set, experience and needs and then pairing them up with the right organization. We conduct thorough interviews, reference and background checks, and we verify previous work history of all our candidates before we place them. As one of the premier Staffing agencies in Colorado, we help job seekers find positions in various fields of work at the best organizations in Colorado. Not only do we provide you with job opportunities, we also offer ongoing training and courses that will help you improve your skills and work.
Job Description
The responsibilities of the position will include the following:
•Gather and consolidate key financial information and metric data
•Partner with Business Finance teams to complete annual plan, perform metric reporting and facilitate monthly close and forecast processes
•Assist in the production of key reporting packages for senior leadership conferences
•Coordinate organizational hierarchy and account structure changes as part of monthly system maintenance process
•Develop new and/or enhance existing financial and metric reports to improve efficiency of processes and provide effective data presentations to organization
•Partner to support segment level planning and reporting
•Assist in ad-hoc financial reporting as requested by business leaders
•Participate on project teams as assigned or needed
Qualifications
Minimum Qualifications:
Must have 3+ years finance experience
Minimum of 3 years of relevant experience data collection and reporting experience technical finance skills.
Strong Excel and Powerpoint skills required
Access experience preferred
Attention to detail dedication for accuracy and must possess the ability to work under tight deadlines and have the ability to demonstrate positive attitude and behaviors while performing job responsibilities.
Excellent verbal and written communication skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
$59k-90k yearly est. 60d+ ago
Virtual Banker
First Bancorp 4.6
Finance associate job in Saint Louis, MO
About this Role
Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.
Work schedule may include some weekends and evenings and requires excellent attendance and punctuality.
In this Role You Will
Process a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
Facilitate the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
Monitor ITM machines to ensure they are working properly. Assist systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
Manage incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
Assess clients' needs and cross-sell or make sales referrals of bank products and services.
Assist in online account opening fulfillments and onboarding of new bank clients
Process and perform check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detect potential fraud when possible.
Meet or exceed established referral goals.
Maintain knowledge of cyber threats and best practices to minimize risks to the organization.
Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
Qualifications, Competencies and Skills
High School diploma or equivalent.
Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred.
Associate-s degree preferred.
Bi-lingual or Multi-Lingual a plus.
Strong customer service orientation.
Ability to maintain a friendly, helpful and courteous attitude when working with clients or co-workers under diverse conditions.
Ability to communicate, verbally, through video
Experience communicating via virtual technology (Skype, Face Time, Video Conf.)
Comfortable on camera, maintaining a friendly and professional appearance
$38k-63k yearly est. 2d ago
Financial Services Representative
Worldacceptance
Finance associate job in Saint Charles, MO
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 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-$20
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.
$17-20 hourly Auto-Apply 17d ago
Entry Level Financial Specialist
The Banderman Group
Finance associate job in Saint Peters, MO
Benefits:
401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at The Banderman Group of Northwestern Mutual
A Glance at Northwestern Mutual Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies, with a unique culture deeply dedicated to helping people achieve financial security.
About the Role: As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Our thriving office is located at 10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support.
Follow this link to learn more about our office: ***********************************************************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Experience: Previous experience in financial services, insurance or business development is not required.
Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Learn more about The Banderman Group by following these links: ************************************************* -08757578/ *****************************************************
Meet our local leaders:
Matt Banderman - Managing Director
What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors.
Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.
Tom Simon - Financial Advisor
Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!
Passions: Building his own team, winning charity golf tourneys, and being a dad.
Secret Weapon: A knack for leading with vision and commitment to growth.
Time with our team: 12+ years.
Alan Metzger - Financial Advisor
Background: Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual.
Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids' activities in dance, football, and basketball.
Time with our Team: 10 years as a Financial Advisor, with 25 years as a client.
Claudia Zimny - Recruiter
Background: Business Management graduate from UMSL, with recruiting experience since 2023.
Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
Time with our Team: Joined in 2024.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Compensation: $72,000.00 - $119,800.00 per year
About Northwestern Mutual (NM): When people feel better about their money, good things happen-they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach-both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
Click HERE to learn about a day in the life of a Northwestern Mutual Representative
About The Banderman Group of Northwestern Mutual:
OUR PASSION: Improving Lives | Protecting Dreams | Building Legacies
OUR MISSION: We help people make smart choices, so their goals aren't left to chance.
OUR NICHE: Empowering people to discover and pursue what's possible.
Meet some of our local leaders:
Tom Simon
Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!
Passions: Building his own team, winning charity golf tourneys, and being a dad.
Secret Weapon: A knack for leading with vision and commitment to growth.
Time with our team: 12+ years.
Derek Stephens
Background: Hockey star turned varsity hockey coach.
Heart: Coaching youth hockey, both on and off the ice.
Business Claim to Fame: Multiple Million Dollar Roundtable achiever.
Time with our team: 10+ years.
Libby Evers
Background: Worked in healthcare for 3 years prior to transitioning to Northwestern Mutual.
Professional Achievements: Pacesetter 40 and 60 awards, Million Dollar Round Table and Pathfinder
Family Focus: Helping all families gain greater financial security
Time with our team: 7+ years.
Meet our Managing Director, Matt Banderman:
Matt is not your typical financial leader. Graduating from Fontbonne University in 2001 with a Business Management degree, Matt's journey into finance began as an intern with Northwestern Mutual during his senior year. Since then, he's navigated a path of excellence, becoming a full-time Financial Advisor and eventually the Managing Director of Northwestern Mutual St. Louis in 2015, while opening his own thriving office located near Kirkwood/Sunset Hills. With over 20 years of experience, Matt has achieved the prestigious Million Dollar Roundtable qualification twelve times, placing him among the top of all financial advisors globally.
Beyond his professional achievements, Matt is a devoted father of two daughters, aged 19 and 16, and a 9-year-old son. He lives near Eureka, sharing his passion for all things sports, competition and personal development. Matt's vision extends far beyond financial success; he aims to build a diverse and thriving office environment, where former athletes, beginners, and seasoned professionals alike come together to excel. Through mentorship, community service (serving on a multitude of impactful boards like: Northwestern Mutual's Wealth Management Board, Fellowship of Christian Athletes - St. Louis and his local Church Congregation Board), and a commitment to growth, Matt is not just leading a team-he's shaping a future where everyone belongs, regardless of background or experience.
THE VALUES WE EMBODY
Faith - Complete confidence, trust, and hope in a person, community, or system.
Growth - Commitment to new learning and doing the work required to get better every day.
Grit - The courage to take personal initiative and persist over long periods of time with a positive attitude and the same level of energy despite tremendous setbacks, discouragement and rejection.
Gratitude - The conscious effort to count one's blessings. The emotion generates a climate of positivity that both reaches inward and extends outward, helping to deal with adversity and build strong relationships.
Charisma - Compelling attractiveness or charm that can inspire action from others. Positive energy, humble confidence, lifting people up, the “IT” factor.
Career Advantages: As a Northwestern Mutual financial advisor or representative at the Sunset Hills office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award‐winning training. Additionally, many of our representatives earn over $100K in their first year, over $200K in their 3rd year and can exceed $400K in their 10th year. You're in Charge: You'll run your business, but have backing from Northwestern Mutual and our local team, where you're in control of how much you earn. If you decide to really get after it, there are also renewals and bonuses based on hitting certain benchmarks.
Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to:
Get off to a fast start
Grow your career in finance through distinct learning paths
Pursue advanced professional certifications with financial support
Who We Are Looking For: We are ready to partner with individuals who align with our mission and values, as well as the following core personality characteristics:
Integrity
Emotional Intelligence
Persistance
Desire for Achievement
Optimism
Next Step: Do you connect with this message, align to our values and open minded to a career change? if so, submit your application to be considered for an interview.
Our thriving office is located: 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127
$29k-50k yearly est. Auto-Apply 60d+ ago
Financial Representative Career Changer Opportunity
The Zara Group-Northwestern Mutual
Finance associate job in Chesterfield, MO
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time.
As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career.
At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business.
Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Jim Zara Wealth Management Advisor
How long with NM? 34 years.
Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School.
Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle.
Cassandra Clemens Director of Recruitment and Selection:
How long with NM? 4 years.
Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years.
Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab.
Jesstine Kemper Financial Advisor:
How long with NM? 6 years.
Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager.
Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria.
Brian LaValle Private Wealth Advisor:
How long with NM? 22 years.
Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products.
Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO.
Jakob Junker Financial Representative:
How long with NM? 6 months.
Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender.
Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$29k-52k yearly est. 24d ago
Bank of NY Mellon Transition
Cushman & Wakefield 4.5
Finance associate job in Creve Coeur, MO
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
$32k-43k yearly est. Easy Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Jeff Ehrhardt-State Farm Agent
Finance associate job in Ballwin, MO
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Vision insurance
ROLE DESCRIPTION:
As a financial services representative with the Ehrhardt Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
Series 6, 63, and 65 licensed
$33k-49k yearly est. 16d ago
Finance and Investment Intern
Missouri Synod
Finance associate job in Saint Louis, MO
LCMS Foundation
The LCMS Foundation Mission
The Foundation has four primary purposes:
Providing planned giving services to LCMS members for the benefit of all ministries of the Synod.
Providing investment management services for ministry funds and endowments held by congregations and other LCMS ministries and institutions.
Providing training to others in the LCMS on how to do charitable gift planning.
Receiving non-cash gifts, like land and securities, on behalf of any LCMS organization, so that they can convert those gifts into liquid assets.
When the Foundation does its job well, both donors and ministries are blessed. Specifically, donors are assisted in using their God-given spirit of generosity to make the most effective gifts to ministries and their families. While ministries are blessed through the creation of long-term funding sources, as well as by having the Foundation as a trusted steward to invest and grow those sources.
Department Profile
The LCMS Foundation's mission is to Link Christians with Giving Opportunities. It does so by focusing on the areas of planning giving, trust, and investment management.
Reporting Relationships
Reports to the Senior Vice President Finance/Administration.
Essential Job Functions
Learn about the Foundation's investment program and financial operations.
Review and analyze financial statements.
Research topics as assigned and report to senior management.
Perform analytical projects as assigned, including revenue and expense analysis, peer comparison, trend analysis, and industry research.
Understand the Foundation's organization and learn how investment models is shaped by the need to encourage and support planned giving.
Interact with Accounting, Investment, and Trust Administration team.
Education and Experience
Applicants should be Business, Finance, Economics or Accounting majors.
Competencies (Knowledge, Skills and Abilities)
Proficient in Microsoft Office applications, especially excel.
Strong work ethic and willingness to learn.
Successful completion of coursework in Finance, Economics, and Business.
Strong written and verbal communication skills.
Good analytical skills.
Supervisory Responsibility
None
$29k-40k yearly est. 15d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Clayton, MO
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 18d ago
Financial Services Representative State Farm Agent Team Member
Sarah Shay-State Farm Agent
Finance associate job in OFallon, MO
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position 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
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable 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.
$33k-49k yearly est. 11d ago
Financial Services Representative
Vantage Credit Union
Finance associate job in Ellisville, MO
JOB FUNCTIONS
Proactively and successfully meet individual sales and production goals as well as contribute to individual branch and overall credit union goals. Maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate.
Assist members with account and loan needs and inquiries. Ensure all required paperwork and information in the system is completed in an accurate and timely manner.
Participate in monthly call night activities through outbound calling efforts.
Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.
Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Maintain confidentiality at all times.
Perform initial quality control assessments on loan and account documentation on their own work.
Assist the Member Care Center with answering calls during times of high call volume.
Consistently demonstrates a positive attitude, always respectful in interactions and has exceptional team player qualities. Cultivates strong, positive relationships with other areas of the credit union to create a cohesive, productive working environment.
Fosters and maintains exceptional culture within the branch and organization.
Performs other tasks as assigned.
Qualifications
KNOWLEDGE
Possesses ability for independent thinking that allows for identification of problems and corresponding solutions.
Develops and executes action plans where needed.
Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations.
Keeps current with industry trends and changes in regulations.
Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs.
SKILLS
Sales - Actively interacts with existing and potential members to identify current and future financial needs, determines appropriate solutions and is successful in growing member wallet.
Time Management - Has the ability to process a large volume of work while maintaining member service standards. Possesses good ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned. Must be flexible and have a strong ability to adapt to changing situations.
Interpersonal Skills - Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills. Works well with other team members to achieve group cohesiveness and objectives.
Communication - Expresses self honestly, positively, and professionally in both oral and written communication. Speaks correctly and uses correct grammar and spelling in all communications.
Dependability - Possesses strong sense of ownership and responsibility for financial center's operations. Displays integrity and high moral responsibility.
Technical - Displays a solid analytical ability, with the ability to be direct and ask discerning questions. Has a strong understanding of the various programs/software used in their position. Performs work accurately with a strong attention to detail.
EDUCATION AND EXPERIENCE
1+ years of sales experience, preferably in a credit union.
Attendance of credit union industry seminars, workshops and conventions may be required. Ongoing professional development is expected.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time
Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
Occasional lifting, moving, or adjusting objects up to 20 pounds.
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
Work will be in a commercially reasonable temperature-controlled environment.
Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
$33k-49k yearly est. 7d ago
Financial Analyst
Easter Seals Midwest 4.0
Finance associate job in Saint Louis, MO
The Financial Analyst supports financial planning and analysis through monthly reviews of performance against budget, development of key financial metrics, and preparation of management-ready reports and presentations. Contributes to annual budgeting, forecasting, and variance analysis while driving continuous improvement of financial processes and systems, and maintaining strong partnerships with program teams and leadership. The position performs detailed financial, statistical, and cost analyses, supports system-wide reporting of operational trends, and serves as a system administrator for finance and budgeting software.
Essential Functions:
Prepares and delivers comprehensive monthly financial analysis package, including detailed income statement analysis, key performance metrics, and clear explanation of variances and trends.
Supports the annual budgeting process, including gathering, inputting, and validating financial data, and assists with quarterly forecasting through analysis of underlying trends, identification of key performance indicators, and variance analysis of forecasts to provide actionable insights for management decision-making.
Performs special projects and ad-hoc analyses as needed to support leadership, including evaluating new business line opportunities and assessing potential growth initiatives. Provides data-driven recommendations to inform strategic decisions.
Supports communication of system-wide financial and operational trends by developing actionable analyses and key performance indicators - such as operating margin, expense metrics, and days cash on hand - to inform management decisions.
Serves as system administrator and coordinator for the organization's finance and budgeting software, ensuring accurate data management, system integrity, and efficient workflow.
Coordinates with team members, program staff, leadership, and departmental partners to ensure timely information sharing and collaborative problem-solving, facilitating cross-functional collaboration to support financial planning, reporting, and operational initiatives.
Evaluates existing financial processes and systems to identify opportunities for increased efficiency and streamlined operations.
Position Competencies:
Demonstrates strong financial, quantitative, and analytical skills with proficiency in budgeting, forecasting, and financial analysis to interpret complex data and support informed decision-making.
Strong problem-solving skills with a proactive approach to identifying, analyzing, and resolving financial and organizational challenges.
Demonstrates strong collaboration and communication skills, building positive professional relationships with a variety of internal and external stakeholders to support effective teamwork and organizational goals.
Strong computer skills including advanced knowledge of Microsoft Excel, Powerpoint, statistical software and business intelligence tools.
Demonstrates excellent reporting and data visualization skills.
Easterseals Midwest Core Competencies:
Adaptability & Initiative: Adapts to changes in the work environment and prioritizes activities to manage work responsibilities.
Communications: Communicates and exchanges accurate information through a variety of methods.
Dependability: Executes job duties within specified timeframes in order to meet agency objectives.
Job Knowledge & Quality: Maintains knowledge related to job responsibilities and ensures that output meets or exceeds established standards.
Judgment & Problem Solving: Exhibits sound decision-making skills and includes other staff in decision making when appropriate.
Teamwork & Professionalism: Establishes and maintains effective relationships and works cooperatively in group situations.
Qualifications:
Bachelor's degree in accounting, finance, business administration, or related field.
At least 4 years of progressive experience in finance/financial planning and analysis.
Must have advanced knowledge of Excel and Powerpoint, and experience working with tools such as Microsoft Business Intelligence, Tableau, etc.
Previous nonprofit experience preferred.
Professional certification of CFA, CMA, FP&A, or similar preferred.
Additional Requirements:
Must have current driver's license and proof of insurance.
Must complete and maintain all required trainings/certifications.
Must maintain confidential information in accordance with HIPAA regulations.
Working Environment:
Work is performed in an office environment.
This job utilizes office equipment and computer/electronic devices.
$49k-71k yearly est. 2d ago
Financal Analyst
Elessent Clean Technologies
Finance associate job in Saint Louis, MO
Elessent Clean Technologies is a global leader in process technologies to drive sustainability and carbon neutrality in the metal, fertilizer, chemical, and oil refining industries with an unwavering commitment to customer support. We provide extensive global expertise across our portfolio of offerings in key applications - MECS sulfuric acid production, STRATCO alkylation, BELCO wet scrubbing, and IsoTherming hydroprocessing. Offering critical process equipment, products, technology, and services, we enable an array of industrial markets, including phosphate fertilizer, non-ferrous metals, oil refining, petrochemicals, and chemicals, to minimize their environmental impact and optimize productivity. We are dedicated to helping our customers produce high-quality products used in everyday life in the safest, most environmentally sound way possible, with a vision to make the world a better place by creating clean alternatives to traditional industrial processes.
The Financial Analyst reports to the Director of FP&A and plays a key role in supporting the company's financial planning, reporting, and decision-making processes. This position partners with senior leadership and cross-functional teams to deliver accurate financial insights, drive operational performance, and support strategic initiatives. The analyst is responsible for developing forecasts and budgets, preparing management reports, conducting variance and cash flow analyses, and supporting project financials and intercompany consolidations. In addition, the role contributes to month-end close activities, financial modeling, SG&A reviews, and audit support. The ideal candidate brings strong analytical skills, a solid understanding of accounting and FP&A principles, and the ability to distill complex data into clear, actionable insights that help guide business decisions.
Job functions and responsibilities
Support senior staff in varied areas of financial operations and analysis, including: monthly management reporting and variance analyses, budgeting, forecasting, strategic planning and M&A analysis.
Retrieves and organizes data into required formats to provide a basis for comparison and evaluation.
Assist with analysis of forecast, risks & opportunities, Net Working Capital, cashflow, and recommend actions
Prepare monthly, quarterly, and yearly financial reports, dashboards, and presentations for assigned functional areas
Provide support to Project Managers, including financial tracking and revenue recognition
Build and own analytical models that utilize both financial and non-financial data to assist in forecasting operating results.
Support intercompany consolidations by analyzing and reconciling transactions, ensuring proper balances
Assist in the preparation of various industry and market analyses
Support the month, quarter, and year-end accounting close
Prepare monthly journal entries, account reconciliations, and budget vs. actual variance analyses
Responsible for the day-to-day general ledger accounting and reconciliation, financial reporting, and analysis for assigned functional areas.
Responsible for tracking and accruing monthly commissions for large projects
SG&A expense tracking and analysis for management reviews
Provide interim and year-end financial audit support
Research and resolve regional and/or Global Product Manager inquiries for assigned functional areas.
Identify and implement process improvements
Other Duties as assigned
Minimum Qualifications
To perform this job successfully, an individual must be:
Experience in forecasting, reporting, modeling, and analysis (quantitative and qualitative) (FP&A) in a corporate environment
Self-starter and analytical thinker with the ability to conduct research, data analysis, and resolve complex problems with superior attention to detail
Must possess excellent interpersonal communication and presentation skills, and be comfortable interacting with executive-level management
Demonstrated interest in understanding and analyzing the company's business
An understanding of Generally Accepted Accounting Principles (GAAP)
Superior Microsoft Office skill set (Excel, PowerPoint, Word, Outlook). Very strong Excel charting and graphics skill set
Maturity, professionalism, and a high level of discretion are required
And have the following education and experience:
A Bachelor's degree in Accounting or Finance.
2+ years of financial analysis experience
Experience with ERP systems (Epicor preferred)
Positions are open to candidates authorized to work in the United States for any employer. Elessent Clean Technologies is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
How much does a finance associate earn in Saint Charles, MO?
The average finance associate in Saint Charles, MO earns between $30,000 and $92,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Saint Charles, MO
$52,000
What are the biggest employers of Finance Associates in Saint Charles, MO?
The biggest employers of Finance Associates in Saint Charles, MO are: