Finance Consultant jobs in Bellevue, NE

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Financial Advisor - Certification Provided
Edward Jones 4.5
Finance Consultant job 33 miles from Bellevue
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$45k-100k yearly 11h ago
2025 Corporate Analyst Program (Omaha, NE)
Fiserv, Inc. 4.4
Finance Consultant job 11 miles from Bellevue
Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title 2025 Corporate Analyst Program (Omaha, NE) What does a successful Corporate Analyst do at Fiserv? The Corporate Analyst Program at Fiserv is designed for recent graduates who are looking to jumpstart their careers in a dynamic and innovative environment. This program offers valuable hands-on experience, professional development, and the chance to work with experienced professionals across the enterprise. Participants will engage in rotational assignments, receive mentoring, and build a strong foundation for future leadership roles within Fiserv. The program has candidates experience two structured assignments over a 2-2.5-year period. Analysts will have opportunities to contribute to significant projects and gain exposure to senior leadership. What you will do: * Collaborate with stakeholders to analyze business processes and requirements, identify improvement opportunities, and offer innovative solutions. * Assist in planning and coordinating projects, track progress, resolve issues, and identify risks. * Participate in meetings, documentation efforts, and client interactions. * Support data gathering, configuration, and testing of solutions. * Collaborate with managers and stakeholders to ensure success of projects. What you will need to have: * Recent graduate of a bachelor's degree program completed in December 2023 or after with a major in Business, Economics, Analytics, Management, or Operations * Must possess unrestricted work authorization and not require future sponsorship to work in the United States * 3.0+ GPA * 0-2 years of professional work experience What would be great to have: * Military-affiliated applicants are encouraged to apply (Veterans, Military Spouses, Guard/Reservists) * Excellent written and verbal communication skills * Technical acumen and aptitude with ability to analyze data * Ability to think strategically and tactically * Detail-oriented with excellent organizational skills * Ability to handle diverse workloads and multiple deadlines * Experience in Excel and PowerPoint, with a technical aptitude to learn new applications quickly #FSAP This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate. Thank you for considering employment with Fiserv. Please: * Apply using your legal name * Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact *******************. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. Note to agencies: Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. Warning about fake job posts: Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address. Apply Now #FiservProud Corporate Social Responsibility Global Leadership Unique Suite of Solutions Benefits * Medical, Vision and Dental Benefits Comprehensive benefit plans to suit your unique needs * Fuel Your Life Wellness Program Resources to elevate your well-being * 401k, Employee Stock Purchase Plans and Incentives & Bonuses When Fiserv performs well, so does your financial health * Employee Resource Groups Celebrating inclusion in the workplace * Paid Time Away Providing the time off to manage personal needs
$66k-85k yearly est. 18d ago
Accounting & Finance Executive Recruiter (Team Lead)
Vaco 3.2
Finance Consultant job 47 miles from Bellevue
Welcome to Vaco - an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings. Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the future and explore the career of a lifetime. + Ranked the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A Day in the Life** Your CFO client just called. Her VP of Accounting just gave notice, or maybe she needs an experienced treasury manager with a strong regulatory background. The Senior Director is a strategic business thinker and team builder. Someone who is highly competitive with a servant leader's heart. Leading through individual production, the Senior Director is the beacon of success by identifying market trends, attracting, and retaining top performing talent, developing high performing teams, coaching, counseling, and teaching. **Duties and Responsibilities** + Lead, mentor, and develop a team of sales and recruitment professionals, ensuring they meet their weekly and monthly sales and recruitment targets. + Set the standard for the team with pace and intensity of personal production. + Foster a collaborative and high-performance culture by encouraging teamwork. + Collaborate with business stakeholders, including other teams and leaders, to support the fulfillment of open job orders across the organization. + Ensure that the team is using technology effectively to log all activities, track job orders, and maintain comprehensive records for business development. + Analyze team performance and identify trends or issues that could affect team output or client satisfaction. + Collaborate with clients to understand their needs and ensure that recruitment efforts are aligned with their hiring goals. + Encourage a culture of continuous learning and improvement, staying up-to-date with industry trends, recruitment strategies, and business development techniques. + Implement and share best practices across the team to drive consistent performance and results. **'Best Place to Work' Perks** + True base salary and uncapped compensation package that surpasses industry standards. + Annual, FIVE STAR **vacations** (we call it "Vatopia") for meeting top tier performance goals. + **World class training** where Vaconians learn and exchange ideas. + **Flexible PTO** to take time off that fits your needs and supports your well-being **.** + Technology packages that include smart phone coverage, up-to-date equipment, and top tier online resources. + **Comprehensive** benefits including medical, dental, vision, 401k, fertility, pet insurance, life insurance, disability and more! **Desired Competencies and Skills:** + **Ensures Accountability** ‐ holds self and others accountable to meet commitments. + **Attracts Top Talent** ‐ attracts and selects the best talent to meet current and future business needs. + **Manages Conflict** - handles conflict situations effectively, with a minimum of noise. + **Customer Focus** ‐ builds strong customer relationships and delivers customer‐centric solutions. + **Instills Trust** ‐ gains the confidence and trust of others through honesty, integrity and authenticity. + **Drives Results** ‐ consistently achieves results, even under tough circumstances + **Resilient** ‐ rebounds from setbacks and adversity when facing difficult situations. + **Action Oriented** ‐ takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. + **Communicates Effectively** ‐ develops and delivers multi‐mode communications that convey a clear understanding of the unique needs of different audiences. + **Decision Quality** ‐ makes good and timely decisions that keep the team moving forward. + **Drives Engagement** ‐ creates a climate where people are motivated to do their best to help the organization achieve its objectives. **Qualifications:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA, CFA, MBA or other professional designation a plus. + Minimum 5 years' selling accounting/financial permanent placement or direct-hire recruiting services. + Background in audit, tax, and/or public accounting a plus. + Proven success achieving and/or exceeding performance goals. + Strong desire to lead while remaining hands-on in business development and/or recruitment. **Technical Skills:** + Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. An applicant may also be eligible to participate in certain incentive compensation programs based on achieving certain performance targets set forth each year and subject to the incentive compensation plan's terms and conditions. The individual may also be eligible for discretionary bonuses. Salary Range for this role: $55,000-$165,000 USD Vaco, LLC ("we," "our," or "Vaco") respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California ("consumers" or "you"). For additional details, click here (************************************ . California residents may also access Vaco's HR Notice at Collection for California Applicants and Employees (***************************************************************************************************************** . Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
$55k-165k yearly 17d ago
Senior Financial Analytics Professional
Centerwell
Finance Consultant job 47 miles from Bellevue
**Become a part of our caring community and help us put health first** The Home Delivery Logistics Senior Financial Analytics Professional structures, analyzes, and models financial, operational, and transportation data from multiple internal and external sources to create a strategic picture of how the pharmacy's home delivery supply chains are performing. The Senior Financial Analytics Professional for Home Delivery Logistics is responsible for structuring, analyzing, and modeling financial, operational, and transportation data from multiple internal and external sources to provide a comprehensive view of the pharmacy's home delivery supply chain performance. This role is pivotal in supporting strategic business decisions by interpreting financial data, forecasting trends, and delivering actionable recommendations. Advanced technical expertise and the ability to effectively communicate insights to stakeholders are essential. Key Responsibilities: + Lead financial planning, analysis, forecasting, and postage projections to support business objectives. + Compile, model, and interpret financial data to inform decision-making and strategic initiatives. + Prepare and deliver regular reports and presentations to leadership, highlighting key trends and variances. + Collaborate with accounting to ensure accurate and timely financial reporting. + Develop and maintain financial models and automated reporting tools to improve forecasting and operational efficiency. + Conduct variance analyses, identify trends, and recommend strategies for optimization. + Establish and enforce policies and procedures for cost analysis and reporting. + Extract and summarize raw data from diverse sources to provide actionable insights for departmental strategy. + Oversee key performance indicator (KPI) reporting and communicate emerging trends to stakeholders. + Provide detailed analysis and explanations of postage modeling and variances against forecasts. + Perform ad-hoc analyses and create data models to address specific business questions and support decision-making. + Operate independently with minimal supervision, exercising significant judgment in determining objectives and approaches. + Engage with pharmacy leadership and contribute to the development of operational strategies. **Use your skills to make an impact** Required Qualifications: + Bachelor's degree + 5 - 7 years in financial analytics experience + Demonstrated experience in financial analysis, including data compilation, modeling, interpretation, and variance analysis. + Proficiency with spreadsheets and databases. + Strong presentation, reporting, and communication skills, with the ability to convey complex information clearly. + Proven ability to work with complex data sets and provide insights on financial trends and performance. + Experience collaborating with accounting to ensure accurate financial reporting. + Ability to analyze moderately complex to complex issues requiring in-depth evaluation. + Commitment to supporting organizational goals focused on improving consumer experiences. Preferred Qualifications: + Master's degree. + Financial background in logistics or healthcare. + Project Management Certification. + Experience with SQL. + Proximity to Centerwell Pharmacy. Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. **Scheduled Weekly Hours** 40 **Pay Range** The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $89,000 - $121,400 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. **Description of Benefits** Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 07-09-2025 **About us** About CenterWell Pharmacy: CenterWell Pharmacy provides convenient, safe, reliable pharmacy services and is committed to excellence and quality. Through our home delivery and over-the-counter fulfillment services, specialty, and retail pharmacy locations, we provide customers simple, integrated solutions every time. We care for patients with chronic and complex illnesses, as well as offer personalized clinical and educational services to improve health outcomes and drive superior medication adherence. About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation's largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first - for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one. **Equal Opportunity Employer** It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Centerwell, a wholly owned subsidiary of Humana, complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our full accessibility rights information and language options *************************************************************
$89k-121.4k yearly 14d ago
J.P. Morgan Wealth Management - Private Client Advisor - Council Bluffs, Iowa
JPMC
Finance Consultant job 7 miles from Bellevue
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$43k-87k yearly est. 24d ago
Analyst II, Treasury Investments
First National Bank of Omaha 4.5
Finance Consultant job 11 miles from Bellevue
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Our Modern, Flexible Workplace: We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs. Summary of the Job: The Analyst - Investments is responsible for assisting the Investment Director in the management of the bank's securities portfolio. This role is central to our investment and risk management process, providing market intelligence, analytics, and strategic insights. It also plays a key part in delivering Treasury expertise to our affiliate banks. About This Role: Key Accountabilities Treasury Investment Reporting and Analytics: Build and deliver timely, insightful reporting and analytics for the Treasurer and Portfolio Manager. Support interest rate risk (IRR) modeling and stress testing processes with output from the bond analytics platform. Treasury Budgeting (Investments and Funding): Develop forward-looking projections for the fixed income, Bank-Owned Life Insurance (BOLI), and tax credit portfolios. Solve for projected funding needs as part of the budgeting process. Affiliate Bank Treasury: Analyze affiliate bank liquidity and risk profiles and design tailored fixed income strategies. Macro and Market Monitoring: Track financial markets and macroeconomic developments; provide regular updates to the Treasury team and affiliate bank leadership. The Ideal Candidate for This Role: Requirements Desire to work towards a CFA or MBA First rate competency with MS Excel and Bloomberg. Strong technical aptitude with the ability to quickly achieve high proficiency with Oracle Essbase and ICE Bondedge. Working knowledge of: Treasury organization - interaction of front, middle and back-office functions. Fixed Income Markets Derivatives Markets Risk Management philosophy, framework and design. Communication Skills Required Ability to distill complex information into clear narratives. Strong interpersonal skills, including the ability to build collaborative relationships, listen and actively contribute to discussions. A consultative and collaborative mindset with the ability to analyze and understand stakeholder needs. Excellent project and time management skills with ability to multi-task and organize several concurrent accountabilities. A natural disposition of curiosity and a drive towards constant learning and improvement. Professionalism Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations. Report any suspicious customer and/or account activity. If applicable, ensure direct reports meet the above requirements and take action to address employee performance issues. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250598 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$62k-102.4k yearly Easy Apply 42d ago
Head of Finance - Pitney Bowes Presort
Pitney Bowes 4.2
Finance Consultant job 11 miles from Bellevue
**At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too.** We have amazing people who are the driving force, the inspiration and foundation of our company. Our thriving culture can be broken down into four components: **Client. Team. Win. Innovate.** We actively look for prospects who: - Are passionate about client success. - Enjoy collaborating with others. - Strive to exceed expectations. - Move boldly in the quest for superior and best in market solutions. **Job Description:** Pitney Bowes Presort is the largest workshare partner of the USPS and a national outsourcing provider of mail sortation services. We help clients qualify large volumes of First-Class Mail, Marketing Mail, and Marketing Mail Flats/Bound Printed Matter for postal workshare discounts. Using our proprietary technology, we offer end-to-end solutions, including mail pickup, sortation, expedited delivery, and optimal postage savings. The **Presort** business operates a **nationwide network of 30+ operating centers** , serving **thousands of clients** and processing **over 15 billion pieces of mail annually** . **About the Role:** The **Head of Finance - Presort** is a key leadership position responsible for overseeing the Financial Planning & Analysis (FP&A) function for the Presort business unit. This role provides financial oversight, drives performance management, and supports strategic decision-making for a complex, high-volume operation. Reporting to the **VP of Global FP&A** , the Head of Finance is also **core member of the Business Unit's leadership team** and plays a critical role in ensuring the financial health of a business that operates at scale, processing billions of mail pieces each year. **You Will:** + Lead the **FP&A function** for the Presort business unit, ensuring accurate financial planning, forecasting, and reporting. + Develop and track **key performance indicators (KPIs)** to drive business decisions and improve financial performance, including revenue trends, cost per mail piece, operational efficiency, and profitability metrics. + Drive **forecast accuracy** , ensuring financial projections are reliable and aligned with operational realities. Analyze variances and provide actionable insights to business leaders. + Oversee **five direct reports** , including: + **Three Regional Finance Managers** (supporting 30+ operating centers) + **Strategic Billing & Revenue Finance Leader** + **Finance Manager - Shared Functions & Transportation** + Lead financial analysis, due diligence, and integration planning for **business unit-specific M&A activities** . + Provide financial leadership in evaluating acquisition opportunities, synergy realization, and post-merger integration. + Partner with operations and business leaders to optimize financial performance across a complex, high-throughput network. + Ensure strong **internal controls** , financial accuracy, and effective balance sheet management. + Develop executive-level financial presentations and reporting for senior leadership. + Drive financial modeling, scenario analysis, and strategic planning. + Leverage financial systems, including **SAP ECC, Essbase, and Workday Adaptive Planning** , to improve analytics and reporting capabilities. + **Advanced user of Excel and PowerPoint** , utilizing data visualization, dashboards, and automation to enhance decision-making. **Your Background:** As a **Head of Finance, Presort** + **15+ years of progressive finance experience** , including leadership roles. + Proven ability to **lead finance teams** and drive business performance in a high-volume, operationally intensive environment. + Strong experience in developing, implementing, and analyzing **KPIs** to drive business improvements. + Demonstrated success in improving **forecast accuracy** and using data-driven insights to optimize financial performance. + Experience in **M&A activities** , including financial due diligence, valuation, and post-merger integration. + Experience in a **throughput-based business** (e.g., parcel handling, mail handling, manufacturing). + Strong understanding of **internal controls, financial reporting, and balance sheet movements** . + Bachelor's degree in **Finance or Accounting** (MBA or CPA preferred). + Expertise in **SAP ECC, Essbase, Workday Adaptive Planning, Excel, and PowerPoint** . + Strong **executive communication and presentation skills** , with the ability to influence senior leadership. This role is ideal for a finance leader who thrives in a **fast-paced, data-driven** environment and is passionate about using **KPIs and financial insights** to drive operational and strategic success. **Our Team:** Pitney Bowes Presort Services is the largest workshare partner of the USPS with over 30 operating sites. Our national network processes over 17 billion pieces of mail annually. We provide clients with end-to-end solutions from pick-up at their location into delivery into the postal system network, providing optimal postage savings. **We will:** - Provide the opportunity to grow and develop your career - Offer an inclusive environment that encourages diverse perspectives and ideas - Deliver challenging and unique opportunities to contribute to the success of a transforming organization - Offer comprehensive benefits globally (PB Live Well (******************************************************* ) Pitney Bowes is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard for race, color, sex, religion, national origin, age, disability (mental or physical), veteran status, sexual orientation, gender identity, or any other consideration made unlawful by applicable federal, state, or local laws. All qualified applicants, including Veterans and Individuals with Disabilities, are encouraged to apply. All interested individuals must apply online. Individuals with disabilities who cannot apply via our online application should refer to the alternate application options via our Individuals with Disabilities link.
$82k-102k yearly est. 29d ago
Financial Advisor - Experienced Professionals
First Command Financial Services, Inc. 4.7
Finance Consultant job 7 miles from Bellevue
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll: * Serve as a Trusted Advisor Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes. * Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. * Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. * Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities. * Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement. What Sets You Apart * A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships. * Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. * Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement. * The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives. * Military experience or affiliation is strongly preferred. Required Experience Licensing & Certifications * Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license * Preferred: CFP, ChFC, or RICP designations Your Next Step If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong. #LI-LW1#LI-LW1 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
$62k-101k yearly est. 60d+ ago
Financial Advisor
Revolution Group 3.8
Finance Consultant job 11 miles from Bellevue
Make Your Mark: Financial Advisor Opportunity at Revolution Group, LLC in Omaha, NE Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we're searching for a Financial Advisor who's ready to join a team that's redefining wealth management-powered by exclusive private investments and a relentless drive to succeed. We're different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities-like real estate, private equity, and more-that set us apart from the pack. We handle the nitty-gritty-portfolio construction, cutting-edge tech, back-office support-so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us. Who We Are: Revolution Group, LLC isn't just another firm-it's a movement. Our founder, once the lead strategist for one of the world's richest families, created Revolution Capital-our SEC-registered investment advisor and planning division-to fix what's broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We're a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients' best interests. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success-for our clients and our team. What You'll Do: As a Financial Advisor, you'll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Here's what you'll take on: Uncover clients' goals and craft strategies that deliver-leveraging private investments and sharp financial planning. Provide big-picture advice on retirement, taxes, estate planning, and risk management. Drive portfolio performance with regular reviews and bold, results-focused decisions. Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas. Chase new opportunities and collaborate with the team to grow our impact. Keep it real, staying compliant with regulations and best practices. Who We're Looking For: We're after someone who lives for purpose, fits our culture, and delivers results-someone humble, hungry, and smart. Here's what we'd love to see: A bachelor's degree in finance, economics, or a related field. 5+ years in wealth management or financial planning (Series 65 or CFP designation is a big plus). A proven ability to build trust and keep clients coming back-portable clients are a bonus. Deep know-how in complex planning and private investments. Analytical chops and a knack for making smart calls under pressure. Killer communication skills-connect with people and break down big ideas simply. A team player who's just as comfortable flying solo. Integrity that runs deep, with a passion for putting clients first. If you're a transactional product-pusher, this isn't your spot. But if you're motivated by meaningful work, crave a culture that values your input, and want to drive real results with a team that's changing the game, let's talk. Why Join Us? This is more than a job-it's a chance to grow, contribute, and win. At Revolution Group, you'll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We're a team that celebrates hard work, humility, and big outcomes-join us, and let's make waves together in Omaha, NE. Ready to step up? Apply today as a Financial Advisor at Revolution Group, LLC! Send your resume, a cover letter that shows us your spark, and-if you've got them-three references. Let's create something extraordinary.
$56k-111k yearly est. 60d+ ago
Senior Fixed Income Investment Analyst
First Interstate Bancsystem, Inc. 3.5
Finance Consultant job 11 miles from Bellevue
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. can be located at Billings, MT; Bend, OR; Boise, ID, Omaha, NE and Sioux Falls, SD. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. * Generous Paid Time Off (PTO) in addition to paid federal holidays. * Student debt employer repayment program. * 401(k) retirement plan with a 6% match. * The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Senior Fixed Income Investment Analyst is a key contributor to the Corporate Treasury team with deep subject matter expertise developed in investment securities analysis, investment portfolio analysis, liquidity, interest rate risk, capital, and capital market risk management. This key position is a leader with ability to independently manage multiple projects, conduct analysis and present findings/conclusions/recommendations to Corporate Treasury leadership team, senior management and executive management. The Senior Fixed Investment Analyst will lead tactical and day-to-day responsibilities related to one or more of the following: investment and portfolio analysis, liquidity management, liquidity stress testing, capital management, capital stress testing, interest rate risk analysis, investment and portfolio analysis, and SEC reporting while ensuring compliance with relevant regulatory guidance, internal policies and procedures, tight controls, a repeatable process that optimizes technology and SOX compliance. ESSENTIAL DUTIES AND RESPONSIBILITIES * Provides analytical leadership, project management and presentation development to assist Corporate Treasury management to meet strategic, tactical and daily objectives in following areas of Fixed Income Portfolio Management: * Conduct fundamental analysis on First Interstate's fixed income investment portfolio. Analysis will be both bottom up (security specific) and top down (portfolio and sector level) in assessing bonds from a variety of asset classes/issuers. Analysis will also be conducted as part of strategic balance sheet management, partnering with other subject matter experts (SME) to provide insight on First Interstate's investment portfolio in context of balance sheet management. * Be a subject matter expert on all securities in First Interstate's fixed income investment portfolio with deep knowledge of drivers of security specific cash flows, supply/demand trends and macro market conditions. Conduct diligence on new investment opportunities and monitor performance of existing investments. Enhance existing processes and develop new processes to further understanding of fixed income investment portfolio. * Lead on relative value and portfolio optimization with view towards identifying opportunities that meet return on capital objectives and organization risk tolerances. * Conduct Interest Rate Risk analysis of securities portfolio and partner with Corporate Treasury Interest Rate Risk team to evaluate and make recommendations on portfolio optimization to achieve organization interest rate risk objectives. * Conduct Liquidity Risk analysis of securities portfolio and partner with Corporate Treasury Liquidity Risk team to evaluate liquidity risk of investment portfolio. * Conduct analysis of securities portfolio and partner with Corporate Treasury Capital team to evaluate risks to capital of investment portfolio and identify solutions to manage risk. * Provide back-up to Capital Market Director in capital market execution activities. * Work in alignment with FP&A in preparation of the annual operating budget, business case development and ongoing financial forecasting. * Work in alignment with Corporate Accounting to facilitate various SEC and regulatory reporting requests. * Develop junior Corporate Treasury talent to create capacity, accelerate collaboration and develop future Corporate Treasury subject matter experts. * Assist Corporate Treasury management to address audits, model validations, counterparty risk assessments, business continuity plans, application risk assessments, and other applicable requests from the 2nd and 3rd lines. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES * Working knowledge of bank investment portfolio management strategies. Strong analytical skills. * Ability to manage multiple projects simultaneously and present findings to senior and executive management. * Strong verbal and written communication skills. * High proficiency in basic PC applications (Microsoft Word / Excel/ PowerPoint). Proficiency in data analytics and knowledge of SQL or other programing languages (e.g.: Python, R) a plus. Knowledge of Tableau a plus. * Strong knowledge of fixed income pricing methodologies, prepayment and default models. * Ability to build and maintain relationships * Skilled in maintaining confidentiality. EDUCATION AND/OR EXPERIENCE * Bachelor's Degree with emphasis in Finance, Accounting, Economics, Mathematics, or Engineering required or * Master's Degree MBA preferred * 4-6 progressive Fixed Income Investment experience, with developed expertise in one or more of the following of the following asset classes (RMBS, CMBS, CLO, ABS, Municipals, Corporates) and experience in fixed income analytics and research using fixed income packages such as Bloomberg, Intex and Yield Book required. LICENSES AND CERTIFICATIONS * Chartered Financial Analyst (CFA) preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. * Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently * Sitting - Frequently * Standing - Occasionally * Noise Level - Moderate * Typical Work hours - M-F (8-5) * Regular and Predictable Attendance - Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
$74k-111k yearly est. 9d ago
Finance and Insurance Executive
Zurich Na 4.8
Finance Consultant job 47 miles from Bellevue
121783 Due to continued growth, Zurich is seeking a **Finance & Insurance Executive** to support sales efforts in our Midwest area's, We are currently seeking a candidate with a passion for New Business Development, someone who can drive sales by developing new relationships in the market. THIS PERSON MUST LIVE WITHIN THE TERRITORY, IOWA AND NEBRASKA ARE PREFERRED LOCATIONS As part of our F&I sales team, this role offers an opportunity to leverage and refine your sales and marketing expertise within the automotive sector! You will be responsible for driving growth and profitability by acquiring, developing, and maintaining strong relationships with new and existing customers. Immediate benefits include work from home flexibility, travel, a competitive base salary with uncapped incentives, excellent benefits (Medical, Dental, 401k, PTO), and a company car (subject to a driving record check) provided. **Basic Qualifications:** + Bachelors Degree and 4 or more years of experience in the Sales area or Automotive area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area or Automotive area OR + High School Diploma or Equivalent and 6 or more years of experience in the Sales area or Automotive area AND + Knowledge of principles of sales, sales techniques, and sales terminology + Knowledge of F&I products + Knowledge of automotive industry, market, and competitors + Must reside within the required territory **Preferred Qualifications:** + Ideal candidates have outside sales experience and advanced knowledge of the automotive industry, market trends, and competitors. + Extensive experience in retail automotive finance or senior sales management (e.g. GM, GSM, Finance Director, Finance Manager). + Experience in dealership training (1:1, classroom, virtual). + Proficiency in automotive and traditional software/technology. + Knowledge of insurance, reinsurance, and warranty claims processes and F&I products. + Ability to analyze financial statements. + Excellent presentation skills for both small and large groups. **Background:** Zurich Direct Markets specializes in offering Finance & Insurance (F&I) products to the automotive industry, supported by a dedicated team of F&I sales professionals who maintain close relationships with Dealership customers. The **Finance & Insurance Executive (FIE)** role involves driving growth and profitability by: **_- Prospecting:_** Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory. Attending Automotive industry events to promote Zurich's sales and marketing initiatives. **_- Relationship Management:_** Building and maintaining strong relationships with both new and existing customers. Effectively communicating with internal and external stakeholders via various channels (in-person and virtual) to maintain solid relationships. **_- Closing:_** Managing and growing your assigned territory to achieve profitability and exceed sales targets. **_- Direct Sales:_** Conducting sales presentations either in-person or via Microsoft Teams. **_- Consulting:_** Collaborating with field team members to ensure seamless implementation of programs and products, while strengthening customer relationships. **_- Building market share:_** Working remotely in an entrepreneurial environment At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere (****************************************** . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply, as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. Theproposed salary rangefor this position is $64,600.00 - $105,900.00.This position includes a variable compensation component that is based on an individual's performance under the applicable sales incentive plan. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (********************************* to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Iowa Virtual Office, AM - Omaha, AM - Nebraska Virtual Office Remote Working: No Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-RA1 #LI-ASSOCIATE #LI-REMOTE EOE Disability / Veterans
$64.6k-105.9k yearly 60d+ ago
Finance Associate
University of Nebraska-Lincoln 4.2
Finance Consultant job 47 miles from Bellevue
The Institute of Agriculture and Natural Resources (IANR) Business Centers are a cohesive team that provide professional service, efficient resource management, and effective solution development with integrity, accountability and focus on the customer. This position is located on UNL's East Campus. As a Finance Associate, you will: * Serve in a customer-facing role and be responsible for ensuring finance transactions are completed in a timely and accurate manner and in compliance with all applicable institutional, UNL, State, and Federal regulations, policies, and guidelines. * Primarily execute routine travel, procurement, accounts payable, accounts receivable, accounting, and asset management transactions. * Work closely with employees within the departments served, as well as functional office staff, providing a high level of customer service and professionalism in all interactions. * Function under close supervision and be expected utilize technology to provide professional services. At the University of Nebraska-Lincoln, we're proud to be consistently recognized by Forbes as a top employer, known for our welcoming and supportive work environment, commitment to professional growth, and outstanding benefits. UNL isn't just a workplace-it's the place to build your career and make a real impact in Nebraska. When you join our team as a full-time, regular staff member, you'll enjoy: * Ample paid time off, including vacation, sick leave, and holidays * Comprehensive medical, dental, vision, and life insurance options * Employee & dependent scholarship program to pursue higher education * Generous retirement plans with a university match The University of Nebraska-Lincoln seeks to attract and retain a high performing and collaborative workforce. UNL is committed to providing a work environment and culture that fosters personal and professional success where every person and every interaction matters. The University is proud to be one of Nebraska's preferred and largest employers where individuals are able to participate and contribute to their full potential. As an EO/AA employer, the University of Nebraska considers qualified applicants for employment without regard to race, color, ethnicity, national origin, sex, pregnancy, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, marital status, and/or political affiliation. See *************************************************
$51k-61k yearly est. 17d ago
Ongoing need for Experienced Independent Financial Advisors
Diversified Solutions 4.2
Finance Consultant job 11 miles from Bellevue
Our client is seeking Independent Financial Advisors to join their team - either Broker Dealers or RIA's. This is an ongoing need as they are adding to a fast growing team. Here are just some of the advantages of becoming an Independnt Financial Advisor with our client: Full Freedom and Flexibility to run and own your own financial Practice Options to run your own business or join an Independent Financial Advising Group $150,000+ in production (Insurance or Assets Under Management) 1099 Employee (Possible W2 Opportunities) Broker Dealer & RIA Options No manager to answer to, you are your own boss Ability to bring your book of business with you. Options for Transition Assistance from Broker-Dealer or RIA's We know that this can be a big change and we're here to help you. If this has just peaked your interest, or if it's something you've been thinking about for a while - please give us a call. Our team is here to answer any questions and get you in touch with the BD or RIA that's a fit for you! Diversified Solutions was founded in 1997 and continues to provide responsive, innovative and effective solutions to the personnel needs of our client companies in the areas of executive recruitment and all aspects of IT Services. We employ well-qualified individuals with a high degree of integrity and professionalism who are well versed in the latest technology. We offer three different types of opportunities: consulting engagements, consulting with option-to-hire and permanent placements. We welcome you to experience the Diversified Solutions difference!
$50k-96k yearly est. 42d ago
Financial Analyst
Berkshire Hathaway Energy 4.8
Finance Consultant job 11 miles from Bellevue
BHE Pipeline Group has an exciting career opportunity available. Take the next step in your career and apply now! Bachelor's degree in accounting, finance, business administration, or related field; or equivalent work experience. (Typically six years of related, progressive work experience would be needed for candidates applying for this position who do not possess a Bachelor's degree). Three or more years related expense required for Analyst level. More than five years related work experience in financial forecasting, financial modeling, financial analysis and/or accounting with an emphasis in financial analysis for senior level. Thorough understanding of accounting financial statements to facilitate modeling. Expert Excel skills needed for financial modeling. Working knowledge of Access, SAP, Oracle, Excel and PowerPoint helpful. Ability to bring a high level of business analysis skills in coordinating the matrix of functional organizational while maintaining the legal entity integrity. Ability to complete multiple tasks under time constraints. Ability to ascertain how transaction affects all areas of financial statements. Ability to function well under pressure. Excellent communication skills (oral and written) including the ability to interact well with all levels of management and team members. Periodic overtime will be required, especially during the planning process, current estimate or during other critical times. Some travel required. Effective analytical and problem-solving skills. Ability to prioritize and handle multiple tasks and projects concurrently. Support the Company's employee policies and procedures, including workplace safety rules. Liaison with various region and department management and staff and finance and accounting staff. Compile and prepare financial reports: reporting cycles include monthly forecasts, quarterly current estimates and developing a ten-year financial plan each year. Liaison with field administrative analysts for analysis as needed. Provide meaningful and concise variance analysis of actual performance compared to plans, forecasts and prior periods. Perform special projects and analysis as required. Provide technical input to assist in development of project planning. Develop profit and loss statements, cash flow statements, manage accounts receivable for independent profit centers and develop recommendations for cash flow and profit improvements. Coordinate the preparation and routing of project authorization documentation. Create purchase requisitions for departmental needs. Process and reconcile invoices against open departmental requisitions. Perform any additional responsibilities as requested or assigned.
$53k-81k yearly est. 36d ago
Financial Advisor
Northwestern Mutual 4.5
Finance Consultant job 11 miles from Bellevue
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati
$55k-97k yearly est. 8d ago
Advisor, Deal Management
Cardinal Health 4.4
Finance Consultant job 47 miles from Bellevue
**_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at both the strategic and tactical levels. The group uses modeling, analytics, and econometrics to create pricing strategies for our products and distribution services. Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job family is also responsible for validating our contracts have the appropriate terms and conditions prior to finalizing the relationship. **_Responsibilities_** + Collaborate effectively across functions in Marketing, Sales, Operations, and Finance to develop pricing and incentive strategies and models, in response to customer RFP and other proposal requests. + Extract, manipulate, and prepare data and information from multiple sources and leverage findings to develop and recommend pricing strategies. + Effectively communicate data, information, and findings on market pricing intelligence, pricing analytics and pricing recommendations to the Marketing and Sales teams. + Create financial models, applying pricing analytics and other financial components related to the deal. + Communicate with Senior Leadership to facilitate questions and discussions related to the deal models to gain approval. + Communicate key pricing and incentive insights and recommendations, while driving consensus and being comfortable when challenged. + Understanding product and category strategy, financial objectives, and pricing expectations. + Ability to grasp economic concepts (especially P&L statements), commercial processes, systems, and controls. + Managing the execution of a variety of price initiatives and ad-hoc analysis as needed to support business opportunities. **_Qualifications_** + Bachelor's degree in related field preferred, or equivalent work experience preferred + 3+ years' experience in related field preferred **Anticipated salary range:** $66,500 - $99,645 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 8/17/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$66.5k-99.6k yearly 23d ago
VP of Financial Planning and Analyst
Midwest Holding LLC 4.3
Finance Consultant job 47 miles from Bellevue
Vice President of Financial Planning & Analysis (FP&A) Midwest Holding LLC, a rapidly growing financial services holding company, seeks a versatile, hands-on, and energetic team player to join us as Vice President of FP&A. We operate as a modern insurance-holding company focused on long-term growth. We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs). Summary/Objective Midwest Holding, a leading annuity company, is seeking an experienced and strategic Vice President of FP&A. The ideal candidate will possess 10+ years of experience in financial planning and analysis, preferably within the insurance or financial services industry. They will play a critical role in driving financial performance, strategic planning, and decision-making processes to support the company's growth and profitability. The position is based in Lincoln, NE, or Midtown Manhattan, New York. We prefer the candidates be available to work in-office. However, we are also open to considering highly qualified remote applicants who demonstrate exceptional suitability for the role. Essential Functions Financial Planning and Forecasting: Lead the annual budgeting and forecasting process, ensuring alignment with corporate objectives. Develop and maintain financial models to support strategic planning, including long-term financial and capital projections. Provide insightful analysis and recommendations to senior management on financial performance and strategic initiatives. Reporting and Analysis: Prepare and present monthly, quarterly, and annual financial reports to executive leadership and the board of directors. Conduct variance analysis, identifying key drivers of performance and recommending corrective actions. Develop and track key performance indicators (KPIs) to monitor the company’s financial health and operational efficiency. Strategic Planning: Collaborate with cross-functional teams to evaluate and support business strategies, including new product development, market expansion, and operational improvements. Provide financial insights and analysis to support mergers, acquisitions, and other strategic initiatives. Conduct scenario analysis and sensitivity testing to assess potential risks and opportunities. Process Improvement: Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function. Develop and maintain financial planning and analysis tools, systems, and processes. Ensure compliance with financial policies, procedures, and regulations. Team Leadership: Mentor and develop junior team members, fostering a culture of continuous learning and professional growth. Lead cross-functional projects, managing timelines and deliverables to achieve strategic objectives. Competencies Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights. Strategic Thinking: Ability to think strategically and support long-term business planning and decision-making. Communication Skills: Excellent verbal and written communication skills, with the ability to effectively present financial information to various stakeholders. Technical Proficiency: Advanced proficiency in financial modeling, Excel, and financial planning software. Experience with ERP systems is a plus. Leadership: Strong leadership and team management skills, with the ability to motivate and guide a team towards achieving business goals. Attention to Detail: High level of accuracy and attention to detail in financial analysis and reporting. Required Education and Experience Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Experience: 10+ years of experience in financial planning and analysis, with a proven track record of success in the insurance or financial services industry. Technical/Analytical Skills: Proficient in Microsoft Excel and other financial modeling tools. Familiarity with financial software such as Hyperion, Adaptive Insights, or similar platforms. Strong understanding of USGAAP and Statutory financial reporting standards. Knowledge of annuity products and insurance industry regulations is a significant advantage. Strong analytical and problem-solving skills with the ability to interpret complex financial data. Ability to conduct variance analysis and identify key performance drivers. Preferred Education and Experience Education: MBA, MPA or relevant professional certification (e.g., CPA, CFA) preferred. Experience: Extensive experience within the annuity business and insurance industry. Additional Skills: Demonstrated experience with mergers and acquisitions and a strong background in strategic financial planning a plus. Supervisory Responsibility No current supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and communicate with others. This may be over the phone, in person, or through email and messaging. The employee must be able to hear customers and agents over the phone. The employee is frequently required to sit, stand; walk, and use their hands and fingers to work with the computer, phones, filing cabinets, paperwork, etc. Position Type and Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours as needed to complete work and ensure operations/business is not interrupted or slowed. Travel Limited travel Work Authorization/Security Clearance Must be eligible to work in the United States. AAP/EEO Statement Midwest Holding is an Equal Opportunity Employer. If you need assistance or an accommodation due to a disability, you may contact us at ************. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$57k-72k yearly est. 1d ago
J.P. Morgan Wealth Management - Private Client Advisor - Elkhorn, Nebraska
Jpmorgan Chase & Co 4.8
Finance Consultant job 11 miles from Bellevue
JobID: 210635743 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$47k-90k yearly est. 32d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Finance Consultant job 47 miles from Bellevue
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$26.44 - $36.06 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$26.4-36.1 hourly 34d ago
Intern - Finance & Accounting
Nelnet 4.4
Finance Consultant job 47 miles from Bellevue
Our Vision: We make dreams possible. Yes, we're a student loan servicer. We're also a technology company, idea incubator, start-up accelerator, and K-12 and higher education expert. At Nelnet, we're so much more than what you think-and we're just getting started. So, no matter what you want to do in life-build codes or build brands-we're the best place to do it. Join Nelnet as an intern and do real work that matters to our business. All Nelnet interns receive one-on-one mentorship, competitive pay, casual dress, flexible schedule, intern-specific programming, and meaningful work experience. Apply to one of our internships today. Your career awaits. Nelnet Business Solutions (NBS) is seeking a Finance/Accounting intern. This student filling this position will handle a wide range of financial, accounting, and system related tasks JOB RESPONSIBILITIES: 1. Provide financial analysis assistance, including month end close and ad hoc requests. 2. Assist with clerical accounting duties, including lockbox, cash deposits, accounts payable, or reviewing credit card chargebacks. 3. May assist with special projects as assigned by management, including opportunities to support the development or implementation of AI tools and bots to enhance efficiency in financial and operational workflows. 4. Provide backup as directed by supervisor and other duties as may be assigned. EDUCATION: Working towards a degree in Accounting or Finance EXPERIENCE: Relevant work experience in Finance or Accounting departments COMPETENCIES - SKILLS/KNOWLEDGE/ABILITIES: 1. Attention to detail. 2. PC skills in Microsoft Office, including Excel and Word. 3. Good oral and written communication. 4. Ability to follow directions. Willingness to learn new processes. 5. Knowledge of accounting practice and procedures. 6. Energetic and enthusiastic attitude. 7. Good work ethic and habits. Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone. Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at ************ or ******************************. Nelnet is a Drug Free and Tobacco Free Workplace.
$28k-31k yearly est. 1d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Bellevue, NE?

The average finance consultant in Bellevue, NE earns between $45,000 and $97,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Bellevue, NE

$66,000

$45,00010%

$66,000Median

$97,00090%

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Finance Consultant jobs in Bellevue, NE

Financial Advisor - Certification Provided

2025 Corporate Analyst Program (Omaha, NE)

Accounting & Finance Executive Recruiter (Team Lead)

Senior Financial Analytics Professional

J.P. Morgan Wealth Management - Private Client Advisor - Council Bluffs, Iowa

Analyst II, Treasury Investments

Head of Finance - Pitney Bowes Presort

Financial Advisor - Experienced Professionals

Financial Advisor

Senior Fixed Income Investment Analyst

Finance and Insurance Executive

Finance Associate

Ongoing need for Experienced Independent Financial Advisors

Financial Analyst

Financial Advisor

Advisor, Deal Management

VP of Financial Planning and Analyst

J.P. Morgan Wealth Management - Private Client Advisor - Elkhorn, Nebraska

Investment Consultant II - Merrill Premium

Intern - Finance & Accounting

Learn more about finance consultant jobs

How much does a finance consultant earn in Bellevue, NE?