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Financial Advisor
Edward Jones 4.5
Finance consultant job in Oklahoma City, OK
This job posting is anticipated to remain open for 30 days, from 22-Dec-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 program¹. Salary for the first five years as you begin to build your practice² 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. ¹ 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 ² 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 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. #LI-USFATA
$45k-100k yearly 2d ago
Financial Consultant- Little Rock, AR
Fidelity Investments 4.6
Finance consultant job in Little Rock, AR
Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$37k-62k yearly est. 5d ago
Financial Advisor
Edward Jones 4.5
Finance consultant job in Jefferson City, MO
This job posting is anticipated to remain open for 30 days, from 22-Dec-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 program¹. Salary for the first five years as you begin to build your practice² 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. ¹ 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 ² 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 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. #LI-USFATA
$45k-100k yearly 2d ago
Investment Consultant- Leawood, KS (Hiring Immediately)
Charles Schwab 4.8
Finance consultant job in Leawood, KS
Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. Youll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Youll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwabs Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications:
$71k-129k yearly est. 5d ago
Financial Planning Analyst
Arkansas Talent Group
Finance consultant job in Little Rock, AR
Very unique opportunity for the Little Rock Market. This is a special department that has an unsaid motto of developing operational leaders and has the track record to prove it! Arkansas Talent Group is proud to partner with one of Arkansas's largest employers to help them identify an FP&A Analyst for their company. This is a newly created position due to growth and will report directly to the VP of a new division in their Finance Department. Currently considering local Arkansas talent. Important member of the Finance Team who will be assigned to various departments within the organization to assist with system assessments and changes Assist with improving financial performance for the organization Analyzing financial reports that include profitability analysis, financial planning and forecasting, capital management, and many others Daily tracking and maintenance of the performance improvement for the company Maintenance could include: data analysis, data analytics, and tracking KPIs within the departments Qualifications: Bachelor's in Business, preferably Accounting or Finance 1-4 years of Financial / Data Analysis Eager to learn and problem solve Strong technical software background- Excel & SQL Strong communication and presentation skills Client is offering a competitive salary, top-notch benefits including matching retirement and cheap healthcare costs, flexibility in hours, hybrid capabilities, and most importantly, a very realistic opportunity for growth. They have a strong track record of shaping and molding financial minds into operational leaders in the organization. For more information, please apply directly or reach out to Chris Chunn via LinkedIn. Arkansas Talent Group is an Executive Permanent Placement Recruitment Firm; all considerations will be held confidential.
$51k-71k yearly est. 2d ago
Linux Consultant
Inceed 4.1
Finance consultant job in North Kansas City, MO
Linux Consultant Compensation: $50 - $60 /hour, depending on experience Inceed has partnered with a great company to help find a skilled Linux Consultant to join their team! Join a dynamic team for a 3-month contract as a Linux Consultant. This is an exciting opportunity to work on critical IT systems administration projects, focusing on Red Hat Enterprise Linux. You'll be part of a collaborative environment, working with Systems Engineers and Information Security teams to maintain and enhance Linux-based systems. This role is ideal for those who thrive in project-based work and are eager to make an impact in a short period. Key Responsibilities & Duties: Administer and troubleshoot Linux servers and systems Focus on Red Hat Enterprise Linux (RHEL) environments Participate in system setup, configuration, and maintenance Engage in server hardening and upgrades Contribute to documentation and cleanup maintenance Required Qualifications & Experience: Proven experience with Red Hat Enterprise Linux (RHEL) Strong Linux systems administration skills Experience in server setup and configuration Perks & Benefits: 3 different medical health insurance plans, dental, and vision insurance Voluntary and Long-term disability insurance Paid time off, 401k, and holiday pay Weekly direct deposit or pay card deposit If you are interested in learning more about the Linux Consultant opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time. We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them. Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #IND
$50-60 hourly 3d ago
Senior Financial Analyst
Sansone Group 4.3
Finance consultant job in Clayton, MO
The Senior Financial Analyst will play a key role in supporting Sansone Group's acquisition, development, and portfolio management activities. This position is responsible for delivering high-level financial analysis, modeling, market research, and transaction support across multiple asset types. In addition to its technical responsibilities, the role serves as a mentor to junior analysts-providing guidance, coaching, and reviews to support their professional development and ensure consistent analytical standards across the team. This is an in-office position based at Sansone Group's corporate office in Clayton, Missouri. Essential Job Functions Financial Analysis & Modeling Develop and maintain detailed financial models, projections, and investment analyses for acquisitions, developments, and existing assets (including DCF, IRR, and NPV modeling). Evaluate property performance, capital needs, and return scenarios for new and ongoing investment opportunities. Market & Economic Research Conduct market research, track economic and industry trends, and collaborate with brokers to gather lease and sales comparables. Translate market data into meaningful insights for internal decision-making. Investment Materials & Internal Reporting Assist in preparing investment memorandums, development proposals, financial packages, offer letters, and presentations for leadership and clients. Support budget-to-actual analysis and reporting for portfolio assets. Transaction Support Contribute to underwriting efforts for recapitalizations, refinancing, and dispositions. Support due diligence and closing processes for acquisitions and dispositions, including document organization, analysis, and coordination with internal and external partners. Capital Markets Support Prepare lending packages and investor presentations for capital markets transactions. Maintain strong communication with lenders, investors, and internal stakeholders. Mentorship & Team Development Provide coaching, review, and day-to-day guidance to junior analysts. Support in setting analytical best practices, improving model templates, and enhancing team efficiency and accuracy. Qualifications Bachelor's degree in finance, accounting, economics, real estate, or related field. 3-5+ years of relevant financial analysis or real estate investment experience (preferred). Strong proficiency in Excel financial modeling Exceptional analytical and problem-solving skills. Ability to manage multiple projects, deadlines, and stakeholders in a fast-paced environment. Strong written and verbal communication skills. Experience mentoring or training junior staff is a plus.
$66k-88k yearly est. 1d ago
Finance Manager
Savills North America 4.6
Finance consultant job in Saint Louis, MO
About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
$74k-102k yearly est. 3d ago
Private Equity Analyst
Larson Capital Management LLC
Finance consultant job in Chesterfield, MO
Larson Capital Management LLC is a private equity real estate firm focused on creating long-term value through strategic investment, disciplined underwriting, and hands-on asset management. Our portfolio includes multifamily, office, and industrial properties across key U.S. markets. We pride ourselves on an entrepreneurial culture built on integrity, collaboration, and a commitment to excellence in every investment we make. Position Summary The Private Equity Analyst will play a key role in supporting the sourcing, underwriting, and execution of real estate investment opportunities. This individual will analyze potential acquisitions across multifamily, office, and industrial asset classes, assist in due diligence and closing processes, and support ongoing asset management and disposition efforts. The ideal candidate brings a strong financial foundation, a passion for real estate investing, and a proactive approach to problem solving in a fast-paced, team-oriented environment. Key Responsibilities Acquisitions & Underwriting Build and maintain detailed financial models for potential acquisitions using Excel and/or Argus. Perform comprehensive underwriting and sensitivity analyses across multifamily, office, and industrial assets. Conduct market research, including rent and sales comparables, submarket trends, and competitive positioning. Prepare investment memoranda and presentation materials for internal review and Investment Committee approval. Support deal structuring, term negotiation, and financial due diligence. Due Diligence & Transaction Management Manage and coordinate third-party reports, including appraisals, environmental, and property condition assessments. Review operating statements, rent rolls, and leases to verify financial assumptions. Assist with closing documentation, data room management, and transaction execution. Asset Management & Dispositions Support the asset management team in tracking property performance against underwriting and budget expectations. Assist in preparing quarterly asset summaries, hold/sell analyses, and valuation updates. Contribute to disposition strategies, broker selection, and marketing coordination for asset sales. Perform return analyses and prepare disposition recommendation materials. Requirements: Qualifications Bachelors degree in Finance, Real Estate, Economics, or related field. 24 years of experience in real estate private equity, investment banking, or commercial real estate underwriting. Advanced financial modeling and valuation skills (Excel required; Argus strongly preferred). Demonstrated experience underwriting multifamily, office, and industrial assets. Familiarity with disposition and capital markets processes. Strong analytical, quantitative, and problem-solving skills. Excellent communication and presentation abilities. Ability to work independently while collaborating effectively within a team. Preferred Skills & Attributes Experience with institutional real estate transactions, joint ventures, and fund-level modeling. Exposure to value-add, core-plus, or opportunistic investment strategies. Proficiency in CoStar, Yardi, Real Capital Analytics, or similar data platforms. Exceptional attention to detail and commitment to producing high-quality work. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI0374d9e5e4a3-31181-39039063
$63k-98k yearly est. 8d ago
Senior Investment Strategy Analyst
Advisors Excel 3.8
Finance consultant job in Lenexa, KS
Senior Investment Strategy Analyst Department: AE Wealth Management Marketing Reporting to: Director of Investment Strategy AE Wealth is seeking a Senior Investment Strategy Analyst to join our Investment Team and play a key role in managing and executing direct indexing-based strategies. In this role, you'll apply your technical expertise and independent judgment to support portfolios affecting significant client assets, ensuring accuracy, efficiency, and alignment with client goals. You'll be part of a collaborative, fast-paced team where your contributions directly impact thousands of clients. This is an opportunity to work on complex investment strategies, influence portfolio processes, and apply advanced analytical skills, all while supporting advisors and VPs with thoughtful guidance. If you thrive in a detail-oriented, high-responsibility role and enjoy seeing your work translate directly into client outcomes, this role is a great fit. This position is based in our Lenexa, KS office and is exclusively onsite. Please note that the company does not extend sponsorship opportunities. What you'll do: * Manage daily portfolio activities for tax-managed SMAs, including optimization, loss harvesting, and trade execution. * Serve as a subject matter expert on AE Direct/Strategic Index solutions, supporting VPs and advisors with strategy execution and portfolio adjustments. * Co-lead discovery calls with VPs and advisors to assess client suitability for direct indexing strategies. * Develop and present trade proposals and recommendations, providing thoughtful guidance for advisor-client discussions. * Monitor model portfolios and trading parameters, ensuring precision, accountability, and independent decision-making. * Run simulations and analyses to optimize portfolios, reduce tracking error, and support strategic recommendations. * Implement advanced strategies, including options overlays, aligned with client objectives. * Conduct investment research, contribute to due diligence reporting, and support model development. * Mentor and help junior analysts and provide guidance on portfolio management best practices. Experience you'll bring: * 3-5+ years in brokerage/RIA environments, with experience in SMAs and tax-advantaged accounts, particularly direct indexing. * Strong knowledge of investment products, portfolio management, trade execution, and risk management. * Proven ability to independently execute decisions affecting significant client assets, with meticulous attention to detail and sound judgment. * Strong analytical, problem-solving, and communication skills. * Experience with portfolio management systems, multi-factor risk models, and optimization programs. * Positive attitude, professionalism, and commitment to excellent service for advisors and internal stakeholders. Bonus Points: * Bachelor's degree or equivalent experience; advanced degrees or CFA/CMT progress is a plus. * Series 7, 66 (or 63/65) license. * Experience with block trade execution (equities and/or ETFs). * Knowledge of listed index options. * Mentorship experience and the ability to provide guidance on investment strategy execution. What you'll get: * Amazing benefits including medical, dental, vision and 401k (with matching options) * Generous PTO package from your start date * Access to an on-site café, gym and primary care * Continuous personal and professional development opportunities * Recognition for hard work & exemplary performance * Employee sponsored events…and more! Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-MS1
$67k-112k yearly est. 43d ago
Senior Investment Portfolio Control Consultant
W.F. Young 3.5
Finance consultant job in Saint Louis, MO
About this role: The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides portfolio analytics support for Advisors seeking analytics and assistance. The team is responsible for partnering with the relevant business group across the Wells Fargo Advisors (WFA) organization to identify, assess, manage and mitigate current and emerging investment risk. The team member will work directly with Financial Advisors, plus will collaborate with other business leaders in the firm. This role will include leveraging sophisticated third-party tools and internal reporting to help advisors identify appropriate benchmarks for the portfolios. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Work with advisors daily providing investment risk data, reviewing investment strategies and benchmarks, and identifying key risk in client accounts. Conduct proactive reach outs to advisors to help them reduce investment risk in client accounts. Help train advisors on the use of analytic tools and firm resources, key investment risk controls, and the resolution to control alerts. Performs various moderately complex activities related to assessing portfolio risk exposures. Identify, assess, manage and mitigate current and emerging investment risk. Provides an aggregate view of portfolio risk and serves as a subject matter expert for measuring and managing investment risk. Consults and provides input into investment processes and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. Utilizes multiple complex data sources; complies and mines sources to achieve data needs for analyses. Adheres to data management / data governance regulations and policies for data integrity. Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals Potentially lead projects and team initiatives to advance risk monitoring and/or serve as a guide for less experienced consultants. Consult and provide input into business processes, control execution, policies and procedure implementation and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. Required Qualifications: 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of Investment acumen and Investment risk experience FINRA registration including Series 7 and Series 66 (or FINRA recognized equivalents) Demonstrated leadership on cross-functional business initiatives as well as leading small working groups. Broad experience working with other departments in the firm including Product Management, compliance, operations, business control, EIT, supervision etc. Experience implementing policies and procedures, oversight of controls, and conducting supervisory review tasks. Project management experience leading projects, risk control efforts, including the Project Management Professional (PMP) Certificate Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex environment Experience with developing new control processes, understanding data file structure, and coordinating with EIT and Product Owner business partners Strong analytical skills with high attention to detail and accuracy Experience leading projects with third party vendors such as Blackrock Alladin, Morningstar Direct or FactSet Intermediate Microsoft Office Skills, including Excel Excellent verbal, written, and interpersonal communication skills BS/BA degree or higher in accounting or finance, computer science, engineering or other scientific background Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation Job Expectations: Hybrid Work Schedule This position is not eligible for Visa sponsorship Posting Location: 1 N. Jefferson Ave, Saint Louis, MO 63103 550 S. Tryon Street, Charlotte, NC 28202 Posting End Date: 5 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$70k-112k yearly est. Auto-Apply 10d ago
Investment Banking Analyst (Summer 2026 Start)
Fireclay Partners
Finance consultant job in Kansas City, MO
Analyst - Fireclay Partners (In-Person | Downtown Kansas City) About Fireclay Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate. What You'll Do Build financial models & valuation work (DCF, comps, accretion/dilution). Create client materials: teasers/CIMs, pitches, management presentations. Support buy-side & sell-side execution: diligence, data rooms, process tracking. Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable. Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens. Synthesize findings into client-ready insights for senior bankers & C-suite. This role is in-person at our downtown KC HQ; occasional client travel. What You Bring Bachelor's in Finance, Econ, Business, or related. 0-3 years in investment banking, consulting, corp dev/finance, or relevant internships. Strong Excel/PowerPoint; crisp writing & presentation. Organized, detail-obsessed, and comfortable juggling multiple workstreams. Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics. Why Fireclay Direct exposure to live deals and senior decision-makers. Multi-sector learning with room to go deep where you're strong. Small, entrepreneurial team-outsized impact from day one. Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.
$56k-89k yearly est. 60d+ ago
MM Acquisition Sr Investment Analyst
Midfirst Bank 4.8
Finance consultant job in Oklahoma City, OK
We are seeking an experienced financial professional to lead investment activities in support of the Bank's acquisition of mortgage assets such as whole loans, mortgage-backed securities (MBS) and mortgage servicing rights (MSRs). The position is ideal for self-driven, strategic thinkers who take initiative, who thrive in challenging environments and who are motivated by the opportunity to have a positive impact. More specifically, the senior investment analyst will: Lead recurring valuation processes with minimal oversight. Design and implement valuation processes with high degree of efficiency, accuracy, and reliability. Routinely examine & question assumptions and identify any data issues & valuation errors before they impact analysis or decision-making process. Produce investment recommendations supported by rigorous analysis and industry context. Present and discuss complex assumptions and methodologies with senior executives and peers. Mentor junior analysts in best practices for financial modeling. The work environment is fast-paced and deadline-driven, with the typical work week averaging 45-50 hours. There is heightened activity around bid deadlines that, on occasion, may involve work on weekends. Position Requirements 3+ years of work experience in a related field, including prior experience with asset valuation models, with preference for mortgage industry experience in related capacity. Professional maturity, resilience, and record of accomplishment; ability to manage multiple priorities, drive projects to completion, and deliver under tight timelines. Strong quantitative abilities and proven problem-solving & analytical skills. Expert level Excel skills, including audit discipline with spreadsheet construction. Strong executive communication skills; ability to break down and clearly communicate complex valuation concepts. Bachelor's degree in Finance, Economics, Math, or Accounting with 3.7 GPA. MBA / MS / CFA preferred but not required.
$60k-87k yearly est. 6d ago
Senior Investment Portfolio Control Consultant
Wells Fargo Bank 4.6
Finance consultant job in Saint Louis, MO
About this role: The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides portfolio analytics support for Advisors seeking analytics and assistance. The team is responsible for partnering with the relevant business group across the Wells Fargo Advisors (WFA) organization to identify, assess, manage and mitigate current and emerging investment risk. The team member will work directly with Financial Advisors, plus will collaborate with other business leaders in the firm. This role will include leveraging sophisticated third-party tools and internal reporting to help advisors identify appropriate benchmarks for the portfolios. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Work with advisors daily providing investment risk data, reviewing investment strategies and benchmarks, and identifying key risk in client accounts. Conduct proactive reach outs to advisors to help them reduce investment risk in client accounts. Help train advisors on the use of analytic tools and firm resources, key investment risk controls, and the resolution to control alerts. Performs various moderately complex activities related to assessing portfolio risk exposures. Identify, assess, manage and mitigate current and emerging investment risk. Provides an aggregate view of portfolio risk and serves as a subject matter expert for measuring and managing investment risk. Consults and provides input into investment processes and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. Utilizes multiple complex data sources; complies and mines sources to achieve data needs for analyses. Adheres to data management / data governance regulations and policies for data integrity. Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals Potentially lead projects and team initiatives to advance risk monitoring and/or serve as a guide for less experienced consultants. Consult and provide input into business processes, control execution, policies and procedure implementation and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. Required Qualifications: 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of Investment acumen and Investment risk experience FINRA registration including Series 7 and Series 66 (or FINRA recognized equivalents) Demonstrated leadership on cross-functional business initiatives as well as leading small working groups. Broad experience working with other departments in the firm including Product Management, compliance, operations, business control, EIT, supervision etc. Experience implementing policies and procedures, oversight of controls, and conducting supervisory review tasks. Project management experience leading projects, risk control efforts, including the Project Management Professional (PMP) Certificate Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex environment Experience with developing new control processes, understanding data file structure, and coordinating with EIT and Product Owner business partners Strong analytical skills with high attention to detail and accuracy Experience leading projects with third party vendors such as Blackrock Alladin, Morningstar Direct or FactSet Intermediate Microsoft Office Skills, including Excel Excellent verbal, written, and interpersonal communication skills BS/BA degree or higher in accounting or finance, computer science, engineering or other scientific background Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation Job Expectations: Hybrid Work Schedule This position is not eligible for Visa sponsorship Posting Location: 1 N. Jefferson Ave, Saint Louis, MO 63103 550 S. Tryon Street, Charlotte, NC 28202 Posting End Date: 5 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$36k-58k yearly est. 8d ago
Internship - Financial Analyst
Rausch Coleman Development Group Inc. 4.1
Finance consultant job in Fayetteville, AR
Apply Description As we are committed to providing interns with valuable learning experience, all interns are given the same responsibilities as our full-time team members and will engage in real life work situations. Our hope is to help you establish a foundation on which to build a future in the exciting residential construction industry. Rausch Services Group is proud to have offered full-time employment to a high percentage of our interns. We are actively seeking students for our 2026 Summer Internships with opportunities in Northwest Arkansas. Financial Analyst Intern - Home Office in Fayetteville, AR: Our intern tasks may include the following items: · Assist the Financial Reporting & Analysis team with daily operational tasks and ongoing initiatives · Apply problem-solving skills to support the achievement of departmental objectives · Collaborate with internal stakeholders to ensure timely delivery of reports · Collect, organize, and analyze financial and operational data · Prepare ad-hoc and recurring reports and summaries · Contribute to financial modeling, forecasting, and budgeting processes · Perform additional tasks and special projects as assigned Duration: · This internship typically lasts 3 months with the possibility of extension based on performance and availability. Benefits: This is a paid internship. Valuable hands-on experience in the related field. Opportunity to work on real projects and build a professional portfolio or resume Mentorship from experienced professionals in related field. Flexibility with class schedule (if applicable). Potential for academic credit (if applicable).
$35k-51k yearly est. 59d ago
Finance Intern
City of Lenexa 3.5
Finance consultant job in Lenexa, KS
The City of Lenexa s Finance Department is seeking a Finance Intern for the summer of 2026. Hiring Timeline: Applications will be reviewed on a rolling basis as they are submitted. Applications will remain open until February 6 th or until the position is filled. Schedule: The Finance Department operates within Lenexa City Hall between 8:00am 5:00pm Monday through Friday. Internship dates are flexible, with an estimated duration from mid-May to mid August. Work a consistent on-site schedule of 24 to 40 hours per week, as mutually agreed upon between the candidate and Assistant Chief Financial Officer. Position Summary: The Finance Intern supports finance operations and assists with key projects such as budgeting, financial reporting, and fixed asset management. This role offers practical experience in municipal finance and the opportunity to collaborate with various city departments. Responsibilities: Assist accounts payable with purchase card coding and invoice entry. Post journal entries, daily cash receipts, and reconciles accounts. Assist with fixed asset inventory and management. Assist with petty cash audits. Contribute to the City s Annual Operating Budget and 5-year Capital Improvement Program. Review financial records for accuracy and compliance. Minimum Qualifications: High school diploma or GED and current college coursework in Accounting or Finance. The rate of pay is $17.00 per hour. Physical and Environmental Factors: This position is based in an office setting and requires the ability to sit for extended periods while reviewing financial data. Offers of employment are contingent upon passing a pre-employment drug screen and background check. To apply complete an online application and attach your resume. A cover letter is preferred but not required.
$17 hourly 2d ago
Financial Analyst Intern
Rabobank N.A 4.8
Finance consultant job in Jonesboro, AR
Want to become the best version of yourself? At Rabobank you work on your personal development and contribute to the world around you. You get to focus on your own growth in an environment in which you continue to learn. In addition, you can also expect: An internship allowance of EUR 500 (senior secondary vocational education) or EUR 600 (higher professional education/university) gross per month based on a 36-hour week. Personal guidance A professional working and learning environment An internship community and inspiring events Job TitleFinancial Analyst InternJob Description Financial Analyst Intern Do you have a passion for Agriculture and a desire to make a difference in the world? Do you want to work for an organization that cares for its people and encourages you to be your best? Then consider joining the team at Rabobank, where we work collaboratively as a team for our clients as they focus on feeding the world, all while allowing you the flexibility to live a live you enjoy. Our Shared Future “I love how everyone at Rabo immediately welcomed me like I was family. All the staff was beyond helpful and always felt approachable when I had questions.” Financial Analyst Intern You and Your Job: The Financial Analyst Intern position is responsible to participate in the internship program and required to work 40 hours/week. As a Financial Analyst intern, you will have the opportunity to participate in many of the following: Develop an understanding about possible loan structures, credit products and how they are used. Direct experience in day-to-day tasks of a Financial Analyst, which includes but not limited to, sourcing of loan documents, creating covenants and imaging source documents. Opportunities to actively participate in team meetings and use RAF technologies, like Teams calls and chats Experience with financial spreading and financial statement analysis. Work cross-functionally with other areas of the CRT team and participate in rotations within other valuable functions to be exposed to all aspects of managing a client's portfolio. This includes relationship management, ride-alongs to clients, loan reviews, underwriting, appraisals, among other areas. Researching and following up on loan delinquencies. Participation in a summer long project where there will be an opportunity to present to leadership and the local team. Willingness to travel 10-15% at times. Your Promise to Us: To be considered for the Financial Analyst Intern role, you must have: Strong written and oral communication and comprehension skills. Ability to manage time effectively and handle multiple projects at one time. Quick learner who can work well in teams, but also a self-starter who can work individually with minimal supervision. Knowledge or experience in agriculture, preferred Pursuing a Bachelor's degree in Ag Business, Finance, Accounting, Economics or related major. Minimum GPA of 3.0 on a 4.0 scale required. Our Commitment to You Rabobank embraces diversity and welcomes employees and applicants of all backgrounds. Our goal is to always create an environment that is inclusive, drawing upon the strengths of the diversity of our workforce to exceed the expectation so four clients and customers. Internship Overview: Rabobank's internship program is designed to provide a mutually beneficial relationship and growth opportunity for Rabobank and collegiate students. This experiential learning opportunity provides practical application and skills development in a professional environment and is aligned with Rabobank's commitment to recruit top talent in the communities we serve. While employed as a summer intern, students will have the opportunity to prove their ability to learn and demonstrate key skills that will make them successful at Rabobank. To aid in this endeavor, students will be matched with a mentor and provided the necessary professional development opportunities to achieve their goals. The internship will be a full time, 10 week, paid program. Our Organization: As a financial services provider for leading U.S. farmers and ranchers, Rabo AgriFinance adds value through industry expertise, client-focused solutions, and long-term business relationships. Rabo AgriFinance offers a comprehensive portfolio of services to prepare producers to take advantage of market opportunities and mitigate risk. Our suite of services includes loans, lines of credit, insurance, input financing, equipment leasing and risk management products. Rabo AgriFinance is a subsidiary of Rabobank, one of the world's largest and most secure banks, and the premier lender in the food and global agriculture industry. See, ************************ Salary Expectations: Target Hiring Range: $24 - $28/hour (Dependent on year and academic standing) This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular position includes all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid
$24-28 hourly Auto-Apply 60d+ ago
Financial Advisor - Rolla, MO
Country Financial 4.4
Finance consultant job in Rolla, MO
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$47k-76k yearly est. Auto-Apply 60d+ ago
Manufacturing Financial Analyst, Mount Vernon, MO Plant
Schreiber Foods 4.7
Finance consultant job in Mount Vernon, MO
As a Manufacturing Finance Analyst, you will provide financial insights and cost analysis to support decision-making and improve profitability at Schreiber Foods. This role focuses on cost accounting and operational finance and analysis to help achieve business objectives. This position provides onsite finance support for both our Mount Vernon and Monett plants. Mount Vernon and Monett are centrally located appx 30 minutes from both Springfield, MO and Joplin, MO, offering convenient access to metropolitan amenities. A hybrid schedule may be considered, with a minimum of 3 days per week being onsite. Arrangements will be based on business need. For candidates more than 50 miles, relocation can be available in addition to a $10,000 relocation bonus. What you will do: * Build strong relationships with key partners to support decisions and coordinate resources. * Provide business insight and act as a liaison between Home Office and plant teams, ensuring alignment on cross-functional initiatives and corporate strategies * Analyze data to uncover opportunities and deliver actionable insights that reduce costs, minimize waste, and boost productivity * Leverage technology to perform business analytics and develop dynamic, insightful dashboards & reports to benchmark performance. * Develop and oversee product cost accuracy to guide inventory valuation, pricing strategies, and new product evaluations * Manage period close activities, ensuring accurate data collection, inventory audits, and compliance with corporate accounting standards. Provide clear explanations of results to stakeholders. * Complete annual standard cost update process and provide support to Plant Controller during annual business planning and quarterly forecasting updates. * Support capital budgeting by applying investment guidelines, performing analyses and post-completion reviews, and ensuring accurate fixed asset records * Protect company assets and strengthen internal controls to ensure accurate financial reporting. Maintain compliance with GAAP and all regulatory requirements * As member of leadership, ensures compliance to Partner & Food Safety policies & procedures. Understands customer requirements and communicates pertinent information on as needed basis. Participates in development of corrective actions to process gaps. Provides opinions regarding partner coaching & discipline. What you need to succeed: * Bachelor's degree in Accounting or Business-related field. * Cost accounting experience required, 3+ years * Proficiency in Microsoft 365 and Power BI * ERP experience such as Oracle or SAP a plus. * Strong analytical and communication skills. #INDHO Eligible partners will receive: * Get not one, but TWO retirement benefits. When you join our employee-owned company, you'll be part of our Employee Stock Ownership Plan (ESOP) from day one. In addition to an 8% 401(k) match into the ESOP, Schreiber will contribute an extra amount - about 8% of your earnings - toward your retirement every year. That's a company contribution of around 16% in retirement savings annually. That's hard to beat! * Earn bonus pay. You'll have an opportunity to earn incentive pay twice a year when we meet our company goals. * Ready to make a move? Receive a $10,000 relocation bonus PLUS a generous relocation package if relocating more than 50 miles for a U.S. Salaried position. * Childcare costs. Get up to $5,000 annually to help you with the cost of childcare. Monthly contributions toward childcare expenses, including independent babysitters. * Earn $ for focusing on your health. Depending on your medical plan enrollment, earn $1,200 in your HSA or as a cash payout for prevention activities. Plus, use your $600 lifestyle spending account for reimbursements related to health, fitness, weight management, mental health and social wellness. * Pursue development that's relevant to your role, career goals and the company. Plus, we offer tuition reimbursement if you want to further your education to grow in your role at Schreiber. * Get access to medical, prescription drug, dental and vision benefits starting day one. This includes an onsite nurse and mental health counselor. * Experience caring like you've never experienced it before. We have a program that's completely organized by and for other partners who need extra help. It's called Partners Helping Partners. We have hundreds of examples of partners organizing fundraisers to help out others going through a hard time. Sound like a company you'd like to be a part of? Click Apply. Need extra assistance with the application process? Contact ***************************** or call ************. For positions that require any amount of travel: Valid driver's license, auto insurance (at least state minimum- more might be required), acceptable driving record per Schreiber Foods discretion, and vehicle that will ensure applicant can meet the travel necessities of the position are required. Schreiber requires that an employee have authorization to work in the country in which the role is based. In the event, an applicant does not have current work authorization, Schreiber will determine, in its sole discretion, whether to sponsor an individual for work authorization. However, based on immigration requirements, not all roles are suitable for sponsorship. 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, or protected veteran status and will not be discriminated against on the basis of disability. Want to be alerted of new openings? Sign in and click the Job Alerts button in the upper-right corner to create a job alert.
$61k-80k yearly est. Auto-Apply 33d ago
Finance Intern
Propio 4.1
Finance consultant job in Overland Park, KS
Internship Description Propio Language Services is a provider of the highest quality interpretation, translation, and localization services. Our people take pride in every resource we offer, and our users always have access to the best technology, support, and experience. We are driven by our passion for innovation, growth, and connecting people. If you believe in the transformative power of technology-driven solutions and meaningful communication, Propio could be the ideal place for you. Propio's Summer Internship Program is an eight-week experience that offers students the opportunity to engage in real-world client work while receiving mentorship from industry-leading professionals. As an intern, you'll make meaningful contributions from day one because we believe you are the future of our business. Program Benefits: Onsite experience that promotes hands-on learning, team engagement, and a deeper understanding of our company culture Competitive hourly pay One-on-one mentorship with experienced professionals Ongoing learning and development Networking opportunities and social events with peers and professionals Potential for full-time employment upon graduation Position Overview We are seeking a motivated and ambitious Finance Intern to join our team. This internship provides hands-on experience in various finance functions including accounting, payroll, financial planning and analysis, and financial reporting. In this role, you will gain exposure to the full suite of financial operations and contribute to meaningful projects in a fast-paced environment. Responsibilities: Support the finance team in day-to-day operations to support employee payment, client billing and account reconciliation Help prepare balance sheets and income statements Assist with invoice processing, vendor payments, and expense tracking Review and organize financial documents for accuracy and compliance Assist the payroll team with preparing and processing payroll for US-based and international employees Help review timecards, employee deductions, and tax information for accuracy Support with payroll reporting, including earnings summaries and tax filings Maintain confidentiality while handling sensitive payroll and employee data Assist in addressing employee payroll questions and routing them to appropriate contacts when necessary Update documentation for standard operating procedures for recurring tasks Collaborate with internal teams to support business operations and special projects Requirements Qualifications: Currently pursuing a degree in Finance, Accounting, Economics, Business Administration, or a related field Minimum of a 3.0 GPA strongly preferred Active involvement in campus, community, or other volunteer activities and/or organizations preferred Strong written and verbal communication skills High level of confidentiality and professionalism Excellent attention to detail and organizational skills Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Interest in learning and contributing to a variety of [Department] functions Prior internship or office experience a plus, but not required Candidates must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status What you'll Gain Exposure to real-world B2B financial processes and systems Experience working with cross-functional teams Mentorship and support from industry leading Finance professionals Opportunities to make meaningful contributions to organizational projects A stronger understanding of career paths within corporate finance
$35k-42k yearly est. 60d+ ago

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How much does a finance consultant earn in Joplin, MO?

The average finance consultant in Joplin, MO earns between $47,000 and $105,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Joplin, MO

$70,000

$47,00010%

$70,000Median

$105,00090%

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Learn more about finance consultant jobs

How much does a finance consultant earn in Joplin, MO?