Finance consultant jobs in Evansville, IN - 31 jobs
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Senior Finance Analyst
FINANCIAL ADVISOR
Banktalent HQ
Finance consultant job in Jasper, IN
JOB DESCRIPTION: FINANCIAL ADVISOR
DEPARTMENT: Financial Advisory Group
CLASSIFICATION: Exempt
REPORTS TO: Financial Advisory Group Manager
SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Satisfy client relationships and develop new business.
MAJOR DUTIES & RESPONSIBILITIES:
Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
Work with internal team to effectively coordinate delivery of an exceptional client experience.
Build and maintain relationships with prospects and existing clients.
Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
Bachelor's degree infinance or related field.
Two to five years of experience in investments preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of investment securities.
Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets
$52k-104k yearly est. 3d ago
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Associate Wealth Advisor
Liberty Federal Credit Union
Finance consultant job in Evansville, IN
Liberty FCU is currently seeking a professional Associate Wealth Advisor to join the credit union's wealth management team (Liberty Wealth Services) located at our Burkhardt Office at 1900 Hirschland Road, Evansville, IN 47716. The successful candidate must build strong relationships and provide excellent service to members, clients, credit union staff and any affiliated company. Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership. Candidates must be able to work effectively in a team environment and independently. Gaining knowledge of Liberty Wealth Services and the credit union's products and services is essential to candidates' success. Applicants must acquire the series 7, 66, and 63 licenses as well as life and health within 6 months. Study time and study program will be provided. If interested, please proceed by clicking apply.
Duties and responsibilities include but are not limited to the following:
The ability to service an existing book of business upon hire.
Gain full understanding of credit union members' financial and personal goals and put the customer needs first while working with them to identify, execute and follow up on opportunities to gather additional client assets.
Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
Adhere to all Financial Industry Regulatory Authority (FINRA) and insurance rules and regulations, as well as to all company policies.
Achieve sales and revenue goals and meet certain professional growth and development goals.
Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
Participate in execution of local marketing development plan.
Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
The opportunity to create client solutions without proprietary products.
Job Requirements:
Completed/Passed SIE course and exam
FINRA Series 7, Series 6, and 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
Life/health and variable insurance licenses or the ability to obtain within 6 months
Three years financial services sales and/or service experience preferred
Strong people, sales and relationship skills
Proven verbal and written communication skills
Self-starter eager to develop and expand knowledge
Liberty Wealth Services brokers through LPL, this partnership includes:
Access to LPL proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
For individuals new to this role:
Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
Benefits and Compensation:
Paid Holidays
Paid Time Off (Vacation, Sick and Personal Days)
Medical, Dental and Vision Insurance
401(k) retirement program with matching funds
Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
Tuition Reimbursement Program
Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.
$47k-99k yearly est. Auto-Apply 18d ago
Digital Banking Analyst
German American Bancorp, Inc. 4.5
Finance consultant job in Evansville, IN
Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries.
What You'll Do:
* A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders.
What it Takes:
* 5+ years banking experience in application support and/or customer support of digital services
* Bachelor's degree in Computer Science or Computer Information systems preferred
* Vendor and/or project management is a preferred
* Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers.
* Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.
* Attention to detail and strong organizational skills
* Proficiency in Microsoft Word and Excel, Access and Visio
Bonus Points:
* Experience supporting customer facing applications
* Bilingual/Multi-lingual
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
Vogel Road, Evansville
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people
throughout the organization, truly making German American special. Delivering genuine, customized, personal service
with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment
to life with each and every interaction.
$59k-73k yearly est. 51d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Evansville, IN
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 relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$63k-111k yearly est. Auto-Apply 14d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance consultant job in Evansville, IN
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 16d ago
Senior Finance Manager - Manufacturing Operations
GE Aerospace 4.8
Finance consultant job in Madisonville, KY
Drive optimal performance ( cost, fulfillment, quality, cash) and profitability through the Supply Chain and Project execution. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work.
**Job Description**
Drive optimal performance ( cost, fulfillment, quality, cash) and profitability through the Supply Chain and Project execution. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work.
**Qualifications/Requirements:**
+ Bachelor's degree from an accredited university or college inFinance or Accounting
+ 6+ years of experience inFinance or 5+ years supporting supply chain functions
**Desired Characteristics:**
+ Strong oral and written communication skills
+ Cost Accounting experience
+ Demonstrate ability to work strategically with both internal and external partners
+ Strong interpersonal and leadership skills
+ Demonstrated ability to analyze and resolve problems
+ Demonstrated ability to lead programs / projects
+ Ability to document, plan, market, and execute programs
+ Established project management skills
+ ERP working knowledge
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
**Relocation Assistance Provided:** Yes
GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
$95k-128k yearly est. 30d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance consultant job in Evansville, IN
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team 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.
**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 (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience infinancial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 36d ago
FINANCIAL ADVISOR
Springs Valley Bank 3.4
Finance consultant job in Jasper, IN
JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business
MAJOR DUTIES & RESPONSIBILITIES:
* Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
* Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
* Work with internal team to effectively coordinate delivery of an exceptional client experience.
* Build and maintain relationships with prospects and existing clients.
* Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
* Bachelor's degree infinance or related field.
* Two to five years of experience in investments preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
* Knowledge of investment securities.
* Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets
$75k-117k yearly est. 60d+ ago
Inv Strat Tm Wealth Advisor
Old National Bank 4.4
Finance consultant job in Evansville, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment.
Salary Range
The salary range for this position is $0 - $48,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities.
Manage a portfolio of client relationships:
Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Creates comprehensive and effective task plans to achieve team goals:
Sets clearly defined goals, milestones, and deadlines.
Manages assigned tasks with limited guidance/supervision.
Adjust priorities to make sure key deadlines are met.
Regularly reviews progress and seeks ways to accomplish work more efficiently.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
Maintain knowledge of current developments and trends in all relevant technical knowledge areas.
Understanding the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position:
Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
Communication - Effectively shares information and ideas with individuals and teams; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements:
Bachelor's degree infinance, Business, or related field
3 years of retail or institutional wealth/investment experience required.
Must possess strong relationship building skills including verbal and written communication skills.
Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
Must possess excellent sales and closing skills.
Series 6 or 7 licenses to sell brokerage products.
Series 65 to use fee-based accounts.
State Life and Health Insurance Licenses
Ability to build and develop a robust sale pipeline.
Key Measures of Success/Key Deliverables:
Client Retention
Client Acquisition
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$39k-52k yearly est. Auto-Apply 52d ago
Sr Analyst - Finance & Accounting
Maximus 4.3
Finance consultant job in Evansville, IN
Description & Requirements This role serves as a key financial partner to program and senior leadership, responsible for ensuring accurate forecasting, financial compliance, and clear visibility into project performance. The position oversees project financial forecasts, revenue adjustments, accruals, and variance analysis while coordinating closely with analysts, subcontractors, and management to track costs and billing activity. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to respond effectively to audits, client inquiries, and ad-hoc reporting needs, all while safeguarding the integrity and confidentiality of financial data.
Essential Duties and Responsibilities:
- Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast.
- Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates.
- In conjunction with Financial Analyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor.
- Oversee and review monthly accruals.
- Prepare monthly variance analysis for management review.
- Responsible for ad-hoc reporting requests from the management.
- Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc.
- Participate in all internal and external audits and maintain reports and data related to and necessary for audits.
- Ensure the security and privacy of financial information.
Minimum Requirements
- Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
65,400.00
Maximum Salary
$
105,400.00
$62k-82k yearly est. Easy Apply 5d ago
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY
Jpmorgan Chase & Co 4.8
Finance consultant job in Owensboro, KY
JobID: 210574371 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.
$46k-91k yearly est. Auto-Apply 60d+ ago
Head of Portfolio Analytics, U.S. & Bermuda
Markel Corporation 4.8
Finance consultant job in Nebo, KY
What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.
Join us and play your part in something special!
At Markel, we believe that what we do really matters. And that every one of us has the power to make a difference. To us, insurance is more than a piece of paper. It's a promise to help people get back on their feet. It's a commitment that gives people the courage to take chances. And in uncertain times, it's the fuel that moves the world forward.
Since the very start, we've used our ingenuity to insure risks that others can't. Finding smart solutions to complex problems, so people can live their lives and seize opportunities.
Our style is about focusing on people's needs, not just words on a page. It's about building relationships and connecting as humans. And ultimately, it's about being there for people when they need us most.
In our eyes, our journey is just beginning. Together, we're building a business that supports more people, in more places. But unlike our peers, we'll never lose our people-first focus as we grow. Because you will always be what makes Markel special. And what continues to power this business forward.
Markel Group (NYSE - MKL) is a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, specialist advisory, and investment operations around the world.
About the team:
Extracting value from data is critical to delivering Markel's strategic ambitions. We are investing in our data and analytics capabilities so that we can deliver sharp insights to support front-end underwriting and claims teams. As a result, we are establishing the U.S. and Bermuda Portfolio Analytics team. Under the leadership of a newly appointed Head of Portfolio Analytics, this team will bring together analytics, reporting, and technical pricing capabilities carried out across the U.S. and Bermuda and will continue to build on their transformational initiatives. In this role, you will be entrusted with setting the vision and direction for our portfolio analytics strategy and leading our transformation in this space.
The Portfolio Analytics team will be comprised of professionals with a wide range of technical skillsets, including data scientists, actuaries, portfolio managers, data engineers, and data visualization developers. We envision a dynamic, underwriter-centered team that serves the underwriter as their 'customer' - identifying trends early, delivering actionable insights built on clean data flows, and integrating actuarial models into daily workflows. Our Portfolio Analytics team will be free from the corporate financial calendar, aligned to business priorities and enabled to put the customer at the center of everything they do. Additionally, the team will establish regional connection points to better serve the Wholesale and Specialty underwriting teams located across the U.S..
What we ask of you:
* Create and communicate a vision for portfolio analytics that engages and excites both business stakeholders and technical teams, demonstrating how Markel can derive tangible business benefits from data.
* Build a market-leading Portfolio Analytics team, bringing together a wide range of technical skillsets (actuarial, data science, data engineering, analytic engineering, etc.) as well as deep domain knowledge into a cohesive team that is collaborative, customer-focused and innovative.
* Work with leaders from our five Regions (Northeast U.S., Southeast U.S., Central U.S., West U.S., and Bermuda) to prioritize portfolio analytics efforts, balancing delivering immediate value with developing capabilities that will be needed to meet the longer-term strategic ambitions of the business.
* Drive the development of a data-centric culture and adoption of analytics products across Underwriting and Claims teams.
* Oversee the relevant functional areas, including portfolio management / business partnering, data engineering, data science, advanced analytics, and technical pricing. Ensure each area is a center of excellence and that they collaborate to create an analytics capability that is bigger than the sum of its parts.
* Ensure strong partnership and alignment on priorities with the product-centric teams within the Corporate Actuarial team and the CUO function. Work cohesively on setting, executing, and monitoring underwriting strategies.
* Drive improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios.
* Close collaboration with IT Data Services, ensuring efficiency in data processing and delivery of a single version of the truth.
* Promote the use of third-party data and development of advanced analytics techniques with a focus on directing effort and budget to the areas that will add the greatest value.
* Ensure there are robust controls in place across the department, balancing agility with safety.
What you will bring to the role:
The successful candidate will have:
* Bachelor's degree in Actuarial Science, Statistics, or related field; credentialled Actuary belonging to a globally recognized Actuarial Society preferred.
* Minimum of 15 years of experience in actuarial roles within the insurance industry, with an emphasis placed on experience in U.S. Wholesale and Specialty insurance.
* Exceptional communication skills, capable of conveying a strategic vision and galvanizing support from a wide range of stakeholders.
* Ability to set a vision for this new team and create a compelling course of action across the business that inspires and enlists others to take action.
* Proven people leadership skills, with experience of bringing together diverse, technical skillsets and creating the right environment for them to thrive.
* Commercial acumen and strong understanding of Markel's strategy and priorities.
* Experience in building alliances and cultivating deep and broad relationships across large organizations. Ability to connect with and speak the language of the businesses we support, from line underwriter to executive.
* Track record of leading high-performing teams and delivering value to Insurance organizations through pricing, portfolio management, and analytics.
* Ability to work across functional areas, gain buy-in, and persuade across the organization in order to achieve mutually beneficial objectives.
* Ability to attract, develop, coach, and retain employees for competitive advantage.
* Significant pricing actuarial experience at a Commercial or Specialty Insurer.
* Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the U.S. and Bermuda markets.
* Original thinking and creative problem-solving skills to any given situation, driving for improved processes, systems, products, or services in order for Markel to establish and maintain a competitive edge.
* The ability to stay ahead of external trends and promote a culture of continuous improvement.
* Possession of a steady, earnest, and energetic work ethic, focusing energy on most critical tasks.
Our values:
We're all about people:
* Empowering them, supporting them, and helping protect what matters most to them.
* We put people first, and stay true to our word, because we believe in the power of relationships and doing what's right.
We win together:
* We work as a team, exchanging ideas, supporting each other, and respecting everyone's opinion.
* Because together we know we can achieve great things.
We strive for better:
* We aspire to lead and win in all that we do.
* Aiming for excellence, and finding a better way of doing things, is up to us all.
We enjoy the everyday:
* We are dedicated to our work, but we always keep a sense of humor and leave our egos at the door.
We think further:
* We are committed to building a legacy and making decisions that leave a lasting impact on our customers, partners, employees, and communities.
Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also supportive of candidates looking for flexible working patterns.
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Pay information:
The career level and base salary offered for the successful candidate will be based on compensable factors such as Geographic location, job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, and other factors. The national average salary for the Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $220,000 - $275,000 with 50% short-term incentive and 35% long-term incentive. The national average salary for the Senior Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $270,000 - $330,000 with 65% short-term incentive and 35% long-term incentive.
Who we are:
Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We're all about people | We win together | We strive for better
We enjoy the everyday | We think further
What's in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
* We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.
* All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
* We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
Are you ready to play your part?
Choose 'Apply Now' to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
* All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.
* All legitimate communications with Markel recruiters will come from Markel.com email addresses.
We would also ask that you please report any job employment scams related to Markel to ***********************.
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Should you require any accommodation through the application process, please send an e-mail to the ***********************.
No agencies please.
$85k-114k yearly est. Auto-Apply 60d+ ago
Financial Analyst II
Deaconess Health System 4.8
Finance consultant job in Evansville, IN
Join our Team We are looking for compassionate, caring people to join our talented staff of health care professionals as we continue to grow to be the preferred, regional health care partner in our community. Benefits We pride ourselves in retaining our top talent by offering work environments that support professional development and personal success. In addition to our robust healthcare and retirement plans, we offer:
* Onsite children's care centers (Infant through Pre-K)
* Tuition reimbursement
* Free access to fitness centers
* Career advancement opportunities
* Competitive pay, yearly opportunities for pay increases and bonuses
Job Overview
* Assist in planning, developing, communicating, and implementing the strategic financial direction for Deaconess Corporations in congruence with the overall DHS/DH strategic plan.
* Develop and administer plans and operations for budgeting, forecasting, decision-support, and capital acquisition analysis.
* Assist operational leaders in performing capital financing functions.
* Provide financial leadership and consultative support to all DHS and DH department directors, managers, and joint venture companies.
* Manage special financial and management projects to support the Board(s), executive management, department directors, managers, and supervisors throughout the Health System and Deaconess Hospital.
* Perform statistical, cost, and financial analysis of data extracts.
* Support development and upkeep of the financial reporting system.
What You Will Need
* Bachelor's degree in Accounting, Finance, or related field.
* Proven experience infinancial analysis, preferably in a healthcare or corporate setting.
* Strong knowledge of budgeting, forecasting, financial modeling, and reporting.
* Proficiency in Microsoft Excel and financial software (e.g., SAP, Oracle).
* Excellent analytical and problem-solving skills.
* Strong communication and interpersonal skills for collaborating with department leaders and teams.
* Ability to manage multiple projects and meet deadlines in a fast-paced environment.
* Experience in healthcare finance or working with health systems is a plus.
Other Keywords:
Financial Analyst, Healthcare Finance, Budgeting, Forecasting, Cost Analysis, Financial Reporting, Capital Financing, Decision Support, Financial Modeling, Healthcare Strategy, Financial Leadership, Capital Acquisition, Financial Systems, SAP, Oracle, Data Analysis
$42k-55k yearly est. 60d+ ago
Financial Analyst I/II/III
Boardwalk 3.9
Finance consultant job in Owensboro, KY
*To access Dayforce at its best, log in from the latest version of Chrome, Safari, Firefox, or Edge. * Boardwalk is a limited partnership operating in the midstream portion of the natural gas and natural gas liquids industry, providing transportation and storage services for our customers. Our 14,000 miles of pipeline and storage assets provide diverse market connectivity to producers and end-users who need reliable sources of natural gas for power generation, home heating or petrochemical feedstocks. We have the experience, knowledge, and flexibility to design service offerings and create system enhancements tailored to our customers' needs throughout the 13 states in which we operate. As an organization focused on sustainability, we are committed to protecting the environment while delivering this energy source. This commitment is made to our customers, employees, and the communities in which we operate. We incorporate environmental stewardship, safety, and compliance into our day-to-day operations and seek to strengthen and support the communities we serve. Additional information about the company can be found online at ********************
We are currently looking for a Financial Analyst I/II/III for our Owensboro, KY office.
POSITION DESCRIPTION:
This position will work extensively with all Payroll functions including payroll processing, jurisdictional tax maintenance, software integration and testing, and incentive accounting. Primary duties will include processing Oracle timesheets for bi-weekly payroll, maintaining and auditing adjustments for new hires and terms, discretionary payments and other adjustments to payroll in compliance with internal and SOX controls. Utilize Ceridian Dayforce HCM to process, audit, and maintain accurate payroll, tax, and employee records. Activities also include processing bi-weekly, monthly and quarterly accounting journals, reports, and funding requests for payroll related activities. Utilize Oracle EBS, Reports Wand and spreadsheets to analyze 100+ payroll related accounts monthly for various BWP entities. Other responsibilities include the maintenance and audit of bi-weekly interfaces with T Rowe Price to update 401k withholdings. Additional duties include quarterly testing of Oracle EBS and Ceridian Dayforce upgrades, tax reporting and reconciliations, working with internal and external auditors and numerous special requests. Will work closely with Human Resources, Benefits and various employees throughout BWP.
REQUIRED SKILLS, KNOWLEDGE, AND EXPERIENCE:
Excellent computer skill
Ceridian Dayforce system (HR/Payroll) and Oracle
EBS accounting system
Proficiency with Microsoft Excel
Action and detail oriented with a strong customer focus and excellent interpersonal skills
Ability to maintain confidentiality in handling sensitive situations and information
Ability to manage a diverse range of assignments requiring experience, innovation, judgment and initiative
Ability to excel in a team environment and work with minimal supervision
PREFERRED SKILLS, KNOWLEDGE, AND EXPERIENCE:
2-5 years of experience in payroll
2-5 years of experience in incentive accounting
Experience with software configuration, interfaces, data analysis and testing
Oracle EBS experience
Experience with Ceridian Dayforce system
Strong analytical and problem-solving skills
Desire for continuous learning and process improvement
REQUIRED EDUCATION:
BS Degree: Accounting or equivalent
ADDITIONAL INFORMATION:
Boardwalk Pipelines, LP, maintains a drug-free workplace and will require pre-employment drug & substance abuse testing before hiring.
Boardwalk Pipelines, LP, is an equal opportunity employer. All applicants will be considered for employment regardless of race, color, religion, age, sex, gender identity, national origin, veteran, or disability status.
$59k-102k yearly est. 46d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance consultant job in Evansville, IN
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 15d ago
Senior Finance Manager - Manufacturing Operations
GE Aerospace 4.8
Finance consultant job in Madisonville, KY
Drive optimal performance ( cost, fulfillment, quality, cash) and profitability through the Supply Chain and Project execution. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work.
Job Description
Drive optimal performance ( cost, fulfillment, quality, cash) and profitability through the Supply Chain and Project execution. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work.
Qualifications/Requirements:
* Bachelor's degree from an accredited university or college inFinance or Accounting
* 6+ years of experience inFinance or 5+ years supporting supply chain functions
Desired Characteristics:
* Strong oral and written communication skills
* Cost Accounting experience
* Demonstrate ability to work strategically with both internal and external partners
* Strong interpersonal and leadership skills
* Demonstrated ability to analyze and resolve problems
* Demonstrated ability to lead programs / projects
* Ability to document, plan, market, and execute programs
* Established project management skills
* ERP working knowledge
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: Yes
$95k-128k yearly est. Auto-Apply 30d ago
FINANCIAL ADVISOR
Springs Valley Bank & Trust Company 3.4
Finance consultant job in Jasper, IN
JOB DESCRIPTION: FINANCIAL ADVISOR
DEPARTMENT: Financial Advisory Group
CLASSIFICATION: Exempt
REPORTS TO: Financial Advisory Group Manager
SUPERVISES: No supervisory responsibility
JOB SUMMARY: Satisfy client relationships and develop new business
MAJOR DUTIES & RESPONSIBILITIES:
Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
Work with internal team to effectively coordinate delivery of an exceptional client experience.
Build and maintain relationships with prospects and existing clients.
Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
Bachelor's degree infinance or related field.
Two to five years of experience in investments preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of investment securities.
Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets
$75k-117k yearly est. 9d ago
Private Wealth Advisor
Old National Bank 4.4
Finance consultant job in Evansville, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.
Salary Range
The salary range for this position is $0 - $60,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Manage a portfolio of client relationships:
Including, but not limited to regular client meetings to review and update: client goals, financial information and investments.
Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Provide Advice to clients through Financial Planning:
Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
Proficiency with introductions to in-house insurance experts and other financial resources.
Prospect and develop new wealth business to and from internal referrals:
Foster productive relationships with business partners in Consumer and Commercial.
Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
Develop external center of influence opportunities outside of bank.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
Consistently researching and developing subject matter expertise to consult clients appropriately.
Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
Qualifications and Education Requirements
Bachelor's Degree inFinance, Business or related field
3 years of retail or institutional wealth/investment experience required
Must possess strong relationship building skills including verbal and written communication skills
Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
Must possess excellent sales and closing skills
Series 6 or 7 licenses to sell brokerage products
State Life and Health Insurance Licenses
CFP, MBA or Professional designation(s) preferred
Ability to build and develop a robust sales pipeline
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$39k-52k yearly est. Auto-Apply 60d+ ago
Digital Banking Analyst
German American Bancorp, Inc. 4.5
Finance consultant job in Jasper, IN
Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries.
What You'll Do:
* A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders.
What it Takes:
* 5+ years banking experience in application support and/or customer support of digital services
* Bachelor's degree in Computer Science or Computer Information systems preferred
* Vendor and/or project management is a preferred
* Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers.
* Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.
* Attention to detail and strong organizational skills
* Proficiency in Microsoft Word and Excel, Access and Visio
Bonus Points:
* Experience supporting customer facing applications
* Bilingual/Multi-lingual
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
Operations Center
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people
throughout the organization, truly making German American special. Delivering genuine, customized, personal service
with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment
to life with each and every interaction.
$59k-74k yearly est. 51d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Evansville, IN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance consultant earn in Evansville, IN?
The average finance consultant in Evansville, IN earns between $49,000 and $109,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Evansville, IN