Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have nearly $8 billion in assets under administration which includes more than $1 billion in Investment Services, our retail brokerage and insurance group. We pride ourselves in attracting, developing and rewarding employees at all levels. We strive to lead by example and act with integrity, honesty and ethics. As a community-minded bank, we draw a great sense of accomplishment helping our employees participate in community and neighborhood initiatives.
The purpose of this position is to produce fee income from the sale of various investment and insurance products & services to Bank customers.
Essential Functions
Policies & Procedures: The Financial Advisor will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices.
Product Knowledge: The Financial Advisor will maintain a high level of knowledge about the investment and insurance products and services offered through WTB. This will be achieved through on-going participation in formal and informal education programs.
Customer Service: The Financial Advisor will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment and insurance products and services.
Employee Programs: The Financial Advisor will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Financial Advisor will support approved referral programs to assist employees in making qualified referrals.
Other Business Development Programs: The Financial Advisor will use proven methods to develop investment and insurance business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele.
Perform compliance and risk management duties as required or assigned.
Other duties as assigned.
Regular, reliable attendance is required.
Requirements
Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
Sales: Financial Advisor should have proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years
Requires qualification as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)
Series 65/66 license preferred.
The Certified Financial Planner (CFP) designation or other professional designations are desirable.
Good interpersonal and communication skills.
Ability to analyze financial goals and develop/implement a suitable trust or investment program under pressure.
Compensation:
Base salary of $52,000 plus a percentage of gross commissions depending on incentive plan factors.
The compensation represents the base compensation for this position located in Meridian, ID. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$64k-85k yearly est. 5d ago
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Sr Finance Analyst
Lamb Weston Holdings Inc. 4.4
Finance consultant job in Eagle, ID
Title: Sr Finance Analyst About Lamb Weston You've probably enjoyed our fries without even knowing it! As a leading manufacturer in our industry, and public Fortune 500 company, we inspire and bring people together with foods they love and trust. Our customer base includes international food service providers, restaurants, and households in over 100 countries around the world.
A highly innovative global corporation with a start-up mindset, we empower every individual to make a genuine difference. You'll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you'll join a winning team of 10,000+ people all dedicated to raising the bar - together.
If you have a strong drive for results, a desire to help us bring the world together through our fries, and are ready for a fresh challenge, we want to hear from you.
Summary
Lamb Weston is seeking a self-motivated Senior Financial Analyst - Supply Chain FP&A to provide critical financial support across the supply chain while also serving as a key partner to the ESG and Procurement teams. This role is responsible for accurate, timely and complex financial analysis, costing, and reporting functions, with a primary focus on acting as the corporate liaison for plant manufacturing costing. Key responsibilities include production and cost reconciliations, variance analysis, consolidated plant reporting, forecasting, annual operating plan (AOP), strategic planning, and a contributor to month-end close activities. This position requires presenting analysis and recommendations to management in a fast-paced environment, leading small teams and other ad hoc projects as requested. In addition, the analyst will partner with Procurement to review and analyze actual and forecasted internal and external inflation assumptions, support the evaluation of Procurement project savings, and provide additional support as required. This role is also integral to Lamb Weston's ESG initiatives, providing financial risk mitigation support and managing Washington Carbon Credit reporting, while partnering with cross-functional teams to drive ESG objectives.
Job Description
* Prepare and analyze weekly and monthly manufacturing variances for Lamb Weston production facilities, distributing results to internal staff and management.
* Partner with Procurement, Plant Finance, and Contract Manufacturing teams to develop and maintain accurate costing standards.
* Review costing changes for accuracy and ensure proper documentation to support audit requirements.
* Support management reporting processes, including earnings releases, board presentations, and planning activities.
* Coordinate input into the financial planning system and assist with the consolidation of annual operating and strategic plans. Validate data accuracy and reasonableness with management.
* Serve as a business partner for designated functions on accounting and finance-related matters, assessing business needs, providing comprehensive financial analysis and modeling, identifying risks and opportunities, and communicating issues and results clearly.
* Contribute to month-end and quarter-end close activities, ensuring timely completion of tasks and resolution of unusual items.
* Assist with internal and external audits as needed.
* Develop and deliver periodic metrics, scorecards, and reports.
* Assist in consolidating Supply Chain monthly business review reporting.
* Collaborate with Procurement to review and analyze actual and forecasted internal and external inflation assumptions, support the evaluation of Procurement project savings, and provide additional support as required.
* Support ESG and Sustainability initiatives by providing insights on regulatory requirements and assessing compliance impacts.
* Advise on financial risk mitigation strategies to ensure compliance with carbon regulations while maintaining fiscal responsibility.
* Act as Finance lead for ESG and Global Engineering projects, securing alternative funding opportunities such as grants, incentives, and strategic investments.
* Support special projects and ad hoc financial analysis and reporting as requested.
Basic & Preferred Qualifications
* Bachelor's degree in Finance, Accounting, or related field required.
* MBA or CPA/CMA certification is a plus
* Minimum 5 years of professional general business and financial experience
* Requires strong verbal and written communication skills and knowledge of general business concepts.
* Proven fundamental knowledge of and driving compliance of GAAP.
* Proven analytical and problem-solving skills.
* Proven ability to balance attention to extreme detail with broader goals and time limitations.
* Proven ability to self-motivate in a fast-paced environment, ability to deal with ambiguity, change and a dynamic business environment.
* Proven ability to develop strong relationships and partnerships with internal customers, peers and effectively manage those relationships.
* Proven ability to self-direct and manage multiple projects simultaneously to successful completion in a deadline driven environment, while being able to adapt and be flexible in a fast-paced environment.
* Strong knowledge in MS Office applications (Word, Excel, PowerPoint, etc).
* Experience with SAP, Power BI, or other software tools preferred.
Industry-Competitive Benefits
Coupled with our compensation and bonus incentive programs, our benefits deliver rewards that are market competitive. Some of the most attractive elements of our benefit programs include:
* Health Insurance Benefits - Medical, Dental, Vision
* Flexible Spending Accounts for Health and Dependent Care, and Health Reimbursement Accounts
* Well-being programs including companywide events and a wellness incentive program
* Paid Time Off
* Financial Wellness - Industry leading 401(k) plan with generous company contributions, Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and Accident insurance
* Family-Friendly Employee events
* Employee Assistance Program services - mental health and other concierge type services
Benefits may vary based on location, job role/level, job status, and/or the terms of any applicable collective bargaining agreements.
Job Requisition ID: Req-259633
Time Type: Full time
The anticipated close date is a good faith estimate for when this job will be closed. Some jobs may be unposted or filled earlier or later than the Anticipated Close Date depending on interview processes and business needs. Anticipated Close Date: 03/07/2026
In compliance with applicable state and local laws, Lamb Weston has opted to include a reasonable estimate of the compensation for this role. This compensation is specific to this position and takes into account a number of variables. Actual compensation may be higher or lower in the range posted based on various factors, including, but not limited to, job duties, experience and expertise. A candidate's work location could also impact the actual compensation being outside of the range to reflect local cost of labor. A reasonable annual estimate of the range for this role based on the variables previously mentioned is: $84,070.00 - $126,100.00
Lamb Weston is an Equal Opportunity Employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status or any other protected factor under federal, state or local law
$84.1k-126.1k yearly Auto-Apply 6d ago
Financial Advisor - Meridian, ID
Country Financial 4.4
Finance consultant job in Meridian, ID
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 FinancialConsultant (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.
$67k-100k yearly est. Auto-Apply 60d+ ago
Financial Advisor
First Tech Federal Credit Union 4.5
Finance consultant job in Eagle, ID
The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members' accounts.
Here's what you can expect from the job and what you need to be successful:
Job duties:
Assist members and prospects with information, products offered and procedures to implement an investment program
Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique needs of the Experience Center
Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures
Essential skills:
Minimum Education: High School Diploma, with CFP designation preferred
Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
Experience working in a bank or credit union environment preferred
Exceptional interpersonal skills to engage with internal and external business partners
Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to assess individual client needs and foster strong relationships
Proficiency with basic to complex mathematical calculations
Working knowledge of Microsoft Office Suite and financial planning software
Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred
Clean U-4
Location: Boise Experience Center - Eagle, ID 83616
Target Compensation in Idaho: $36,000 Base + Monthly Incentive Pay (based on current production)
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FT123 #LI-MG
Registered Address: 47 E Riverside Dr. Eagle, ID 83616
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
Job Duties
* Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
* Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
* Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
* Implements and uses analytics software and systems to support department goals.
* Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
* Identify any deficiencies within the process, strategize and design improvements where possible.
Job Qualifications
REQUIRED EDUCATION:
Associate's degree or equivalent combination of education and experience
REQUIRED EXPERIENCE:
* 1-3 years related experience
* Proficiency in MS SQL queries and database development.
* Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
* Intermediate proficiency with complex SQL queries, and stored procedures.
* Strong critical thinking and attention to detail.
* Ability to effectively communicate with technical and non-technical stakeholders.
* Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
PREFERRED EDUCATION:
Bachelor's degree or equivalent combination of education and experience
PREFERRED EXPERIENCE:
2 - 4 years related experience
PHYSICAL DEMANDS:
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $80,168 - $128,519 / ANNUAL
* Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
About Us
Molina Healthcare is a nationwide fortune 500 organization with a mission to provide quality healthcare to people receiving government assistance. If you are seeking a meaningful opportunity in a team-oriented environment, come be a part of a highly engaged workforce dedicated to our mission. Bring your passion and talents and together we can make a difference in the lives of others. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you:
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Spanish proficiency
Skills
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Weekly Schedule: Monday thru Friday, with rotating Saturdays required
Shift:
1st shift (United States of America)
Hours Per Week:
40
$48k-69k yearly est. Auto-Apply 7d ago
Senior Financial Analyst
Cascadia Healthcare 4.0
Finance consultant job in Eagle, ID
We are seeking a detail-oriented and analytical Financial Analyst to join our team. The Financial Analyst will play a key role in analyzing financial data, preparing reports, and providing insights to support strategic decision-making. Additionally, this role will be responsible for creating and developing templates for our accounting and leadership teams. The ideal candidate will have strong quantitative skills, a solid understanding of financial and accounting principles, and the ability to work independently and collaboratively in a fast-paced environment.
Duties/Responsibilities
* Analyze financial data and trends to provide insights and recommendations to management
* Prepare financial reports, forecasts, and budgets
* Conduct variance analysis and identify areas for improvement
* Assist in financial planning and strategy development
* Evaluate investment opportunities and assess risk
* Collaborate with cross-functional teams to support business objectives
* Create and develop templates for financial reporting and analysis
* Provide ad-hoc financial analysis and support to management as needed
Benefits
* Competitive Salary
* Dynamic employee centric culture
* Comprehensive Benefit Plans (Medical, Dental, Vision, 401[k])
* Paid Vacation and Holidays
* Professional development opportunities
Requirements
* Strong analytical and quantitative skills
* Proficiency in financial modeling and Microsoft Excel
* Excellent communication and presentation skills
* Ability to work independently and manage multiple priorities
* Knowledge of financial principles, regulations, and reporting requirements
* Experience with financial software and ERP systems is a plus
* Excellent organizational skills and attention to detail
* Proactive, self-motivated, able to recognize issues and resolve or escalate appropriately
Education and Experience
* Bachelor's degree in Accounting or Finance preferred
* 2+ years of Financial Analyst or related experience
* Healthcare experience a plus
* Vena Solutions experience a plus
$59k-74k yearly est. 37d ago
Senior Analyst, Financial Operations
CVS Health 4.6
Finance consultant job in Homedale, ID
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
The PBM Client Billing Financial Analyst role requires an ambitious, motivated, and eager individual, looking to work for an industry leading, Fortune 4 company. The position is a part of our Financial Operations department within the Client Billing Team. The individual will be working with a dynamic and skilled group, which manages the revenue-cycle operations for CVS Health's Caremark business. The Financial Analyst will play an instrumental role in the success of our Client Billing team, as we help people on their path to better health.
This role is a hybrid between operational ticket queue management via SalesForce Case work and Client specific task management. This will require significant time management, and the ability to flex work hours due to the client's invoice and report cadence. Some of the client tasks will require occasional weekend hours and extended hours on any given day to ensure client tasks are completed in accordance with any applicable SLA tied to the task. The Financial Analyst will work with internal partners to document, review, and resolve cycle processing errors. This will include monitoring their own client tasks and supporting the larger PBM Billing Cycle through project work, cycle issue resolution, and other larger initiatives. They will be the first line of support for any issues that may arise for their own tasks and case work and will also work closely with our internal Billing Production Advisors and Finance IT to support, review, and improve our revenue cycle processes. The role does require interfacing with multiple business units, occasionally attending and or conducting conference calls, and establishing good rapport with all internal and external partners.
The candidate should have experience creating work instruction documentation. They need to demonstrate the ability to identify, initiate, and follow through on issues to support projects which align with enterprise objectives. They must also be able to identify process inefficiencies and provide recommendation to management on how to resolve. The individual needs a proven record of working within cross-functional teams which work to identify and resolve issues which have a broad organization impact.
**Required Qualifications**
+ 3+ years of experience in a fast paced, high volume, dynamic revenue cycle work environment.
+ Experience working in Microsoft Excel.
**Preferred Qualifications**
+ Experience in PBM revenue cycle environment
+ Experience creating, reviewing, and approving project documents, reporting, work instructions
+ Experience with SAP and SAP HANA, Access, and SAS is a plus
+ Self-starter, goal- oriented, ability to manage multiple assignments with strict deadlines.
+ Intermediate to expert level in Microsoft Excel, with experience using functions such as PivotTables, V-Lookup, Filters, Macros, etc.
**Education**
+ High Diploma or GED Required
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$46,988.00 - $122,400.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit *****************************************
We anticipate the application window for this opening will close on: 02/21/2026
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
$47k-122.4k yearly 3d ago
Senior Financial Analyst
Cascadia Services 2.4
Finance consultant job in Eagle, ID
Full-time Description
We are seeking a detail-oriented and analytical Financial Analyst to join our team. The Financial Analyst will play a key role in analyzing financial data, preparing reports, and providing insights to support strategic decision-making. Additionally, this role will be responsible for creating and developing templates for our accounting and leadership teams. The ideal candidate will have strong quantitative skills, a solid understanding of financial and accounting principles, and the ability to work independently and collaboratively in a fast-paced environment.
Duties/Responsibilities
• Analyze financial data and trends to provide insights and recommendations to management
• Prepare financial reports, forecasts, and budgets
• Conduct variance analysis and identify areas for improvement
• Assist in financial planning and strategy development
• Evaluate investment opportunities and assess risk
• Collaborate with cross-functional teams to support business objectives
• Create and develop templates for financial reporting and analysis
• Provide ad-hoc financial analysis and support to management as needed
Benefits
• Competitive Salary
• Dynamic employee centric culture
• Comprehensive Benefit Plans (Medical, Dental, Vision, 401[k])
• Paid Vacation and Holidays
• Professional development opportunities
Requirements
• Strong analytical and quantitative skills
• Proficiency in financial modeling and Microsoft Excel
• Excellent communication and presentation skills
• Ability to work independently and manage multiple priorities
• Knowledge of financial principles, regulations, and reporting requirements
• Experience with financial software and ERP systems is a plus
• Excellent organizational skills and attention to detail
• Proactive, self-motivated, able to recognize issues and resolve or escalate appropriately
Education and Experience
• Bachelor's degree in Accounting or Finance preferred
• 2+ years of Financial Analyst or related experience
• Healthcare experience a plus
• Vena Solutions experience a plus
$65k-83k yearly est. 37d ago
Cash & Treasury Analyst
Manpowergroup 4.7
Finance consultant job in Eagle, ID
Jefferson Wells is seeking an experienced and detail-oriented Cash & Treasury Analyst to join our team for a contractual period of 3 - 6 months. This role entails overseeing treasury payment processing, managing both domestic and international trade payables, and handling credit facility activity along with associated reporting. The responsibilities extend to supervising bank accounts, monitoring receipts and payments across internal and external systems, and coordinating with external service providers. Effective communication with internal company personnel and external service providers is crucial. The position requires a focus on integrity, accuracy, timeliness, consistency, and collaboration within a team-oriented environment.
**Responsibilities:**
+ Process treasury payments, including domestic and international trade payables as well as credit facility activity and related reporting.
+ Analyze and solve problems stemming from payment processes.
+ Maintain positive banking relationships with depository banks.
+ Act as a treasury liaison with company's business units in reviewing bank services and handling bank inquiries and related matters.
+ Prepare daily, weekly, and monthly reports on the global cash position.
+ Closely monitor and analyze daily cash positions to ensure coverage for financial commitments, coordinate and optimize short-term borrowing or investments, and actively contribute to the execution of daily cash management responsibilities.
+ Work with internal business units to prepare weekly cash forecasts and other cash and borrowing projection models; coordinate with teams to identify and mitigate forecasting variances.
+ Support corporate accounting, corporate tax, financial planning, internal audit, and other functions as they relate to treasury transactions and entity structures.
+ Recommend and implement solutions to strengthen operational controls and incorporate best practices.
+ Exercise judgement to identify and resolve issues.
+ Prioritize multiple activities simultaneously.
+ Maintain integrity, accuracy, timeliness and consistency with financial transactions and reports.
+ Proactive team member and effective teamwork within and outside of assigned responsibility.
**Job Qualifications:**
+ Bachelor Degree in Finance or Accounting, or equivalent related fields
+ CPA, CMA certification and/or advanced degree preferred, not required
+ 5 to 7 years of business experience in public accounting and/or corporate setting
+ Experience with SAP or similar ERP accounting software
+ Digital proficiency with MS Office products, particularly Excel
+ Experience with banking applications and software
+ Understanding of business challenges and devises innovative solutions
+ Financial literacy - budgeting, investing, borrowing, taxation, financial reporting
+ Effective communication
+ Leadership and organizational skills - ability to manage multiple projects simultaneously
+ Analytical skills - ability to collect information and thoroughly analyze; observe, research and interpret to develop ideas and solutions
+ Embrace effective process improvements and change
**What's in it for you:**
+ Hourly rate of $30 - $45 per hour with Direct Deposit
+ Full-time hours with full Medical, Dental, Vision and 401K Benefits
**About ManpowerGroup, Parent Company of:** **Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
$30-45 hourly 60d+ ago
Private Client Advisor
Keybank 4.4
Finance consultant job in Meridian, ID
Job Description Preview The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Responsibilities
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
High School Diploma (required) or
Bachelor's Degree (preferred)
Licenses and Certifications
FINRA License S7 Upon Hire (required)
FINRA License S66 Upon Hire (required) or
FINRA License S63 66 & 65 Upon Hire (required)
Tactical Skills
Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
Strong client centric focus.
Proven ability to work as a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Digital Awareness: The ability to perform basic tasks and collaborate with other functions to achieve operational and technological optimization while driving informed, data-drive decisions
Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion
Problem Solving: Leverages varying problem-solving approaches and techniques to analyze and synthesize information and devise resolution strategies; ensure capture of lessons learned from the problem-solving effort
Practical Skills
Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Storytelling: Delivers memorable, insightful business scenarios via stories that successfully convey value to a range of stakeholders; teaches and coaches effective storytelling methods, techniques, examples, and best practices
Business Acumen: Participates in creating organizational strategy and shows how various functions contribute to results; utilizes economic, financial, and organizational data to build business cases for major initiatives
Analytical Thinking: Uses logic and intuition to make inferences about the meaning of data and arrives at relevant conclusions; makes a systematic comparison of two or more alternative solutions
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$65k-91k yearly est. Auto-Apply 6d ago
Financial Advisor
Washington Trust Bank Careers 4.7
Finance consultant job in Meridian, ID
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have nearly $8 billion in assets under administration which includes more than $1 billion in Investment Services, our retail brokerage and insurance group. We pride ourselves in attracting, developing and rewarding employees at all levels. We strive to lead by example and act with integrity, honesty and ethics. As a community-minded bank, we draw a great sense of accomplishment helping our employees participate in community and neighborhood initiatives.
The purpose of this position is to produce fee income from the sale of various investment and insurance products & services to Bank customers.
Essential Functions
Policies & Procedures: The Financial Advisor will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices.
Product Knowledge: The Financial Advisor will maintain a high level of knowledge about the investment and insurance products and services offered through WTB. This will be achieved through on-going participation in formal and informal education programs.
Customer Service: The Financial Advisor will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment and insurance products and services.
Employee Programs: The Financial Advisor will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Financial Advisor will support approved referral programs to assist employees in making qualified referrals.
Other Business Development Programs: The Financial Advisor will use proven methods to develop investment and insurance business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele.
Perform compliance and risk management duties as required or assigned.
Other duties as assigned.
Regular, reliable attendance is required.
Requirements
Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
Sales: Financial Advisor should have proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years
Requires qualification as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)
Series 65/66 license preferred.
The Certified Financial Planner (CFP) designation or other professional designations are desirable.
Good interpersonal and communication skills.
Ability to analyze financial goals and develop/implement a suitable trust or investment program under pressure.
Compensation:
Base salary of $52,000 plus a percentage of gross commissions depending on incentive plan factors.
The compensation represents the base compensation for this position located in Meridian, ID. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
**Job Duties**
1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
4. Implements and uses analytics software and systems to support department goals.
5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
6. Identify any deficiencies within the process, strategize and design improvements where possible.
**Job Qualifications**
**REQUIRED EDUCATION:**
Associate's degree or equivalent combination of education and experience
**REQUIRED EXPERIENCE:**
+ 1-3 years related experience
+ Proficiency in MS SQL queries and database development.
+ Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
+ Intermediate proficiency with complex SQL queries, and stored procedures.
+ Strong critical thinking and attention to detail.
+ Ability to effectively communicate with technical and non-technical stakeholders.
+ Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
**PREFERRED EDUCATION:**
Bachelor's degree or equivalent combination of education and experience
**PREFERRED EXPERIENCE:**
2 - 4 years related experience
**PHYSICAL DEMANDS:**
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $80,168 - $128,519 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule - Monday thru Friday, with rotating Saturdays
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for
Desired Qualifications
Bilingual Proficiency - Spanish/English
Strong computer skills with an ability to multitask in a demanding environment.
At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
Job Duties
* Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
* Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
* Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
* Implements and uses analytics software and systems to support department goals.
* Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
* Identify any deficiencies within the process, strategize and design improvements where possible.
Job Qualifications
REQUIRED EDUCATION:
Associate's degree or equivalent combination of education and experience
REQUIRED EXPERIENCE:
* 1-3 years related experience
* Proficiency in MS SQL queries and database development.
* Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
* Intermediate proficiency with complex SQL queries, and stored procedures.
* Strong critical thinking and attention to detail.
* Ability to effectively communicate with technical and non-technical stakeholders.
* Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
PREFERRED EDUCATION:
Bachelor's degree or equivalent combination of education and experience
PREFERRED EXPERIENCE:
2 - 4 years related experience
PHYSICAL DEMANDS:
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $80,168 - $128,519 / ANNUAL
* Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
About Us
Molina Healthcare is a nationwide fortune 500 organization with a mission to provide quality healthcare to people receiving government assistance. If you are seeking a meaningful opportunity in a team-oriented environment, come be a part of a highly engaged workforce dedicated to our mission. Bring your passion and talents and together we can make a difference in the lives of others. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you:
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications
* Currently holds FINRA Securities Industry Essentials (SIE)
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Spanish proficiency
Skills
* Client Experience Branding
* Client Solutions Advisory
* Investment Management
* Pipeline Management
* Referral Management
* Client Management
* Customer and Client Focus
* Portfolio Management
* Prospecting
* Referral Identification
* Business Acumen
* Executive Presence
* Oral Communications
* Risk Management
Weekly Schedule: Monday thru Friday, with rotating Saturdays required
Shift:
1st shift (United States of America)
Hours Per Week:
40
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
**Job Duties**
1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
4. Implements and uses analytics software and systems to support department goals.
5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
6. Identify any deficiencies within the process, strategize and design improvements where possible.
**Job Qualifications**
**REQUIRED EDUCATION:**
Associate's degree or equivalent combination of education and experience
**REQUIRED EXPERIENCE:**
+ 1-3 years related experience
+ Proficiency in MS SQL queries and database development.
+ Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
+ Intermediate proficiency with complex SQL queries, and stored procedures.
+ Strong critical thinking and attention to detail.
+ Ability to effectively communicate with technical and non-technical stakeholders.
+ Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
**PREFERRED EDUCATION:**
Bachelor's degree or equivalent combination of education and experience
**PREFERRED EXPERIENCE:**
2 - 4 years related experience
**PHYSICAL DEMANDS:**
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $80,168 - $128,519 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
Nampa, Idaho **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**_Schedule - Monday thru Friday, with rotating Saturdays_**
**Required Qualifications**
+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Sets and accomplishes goals, achieving whatever you put your mind to.
+ Builds and nurtures strong relationships.
+ Collaborates effectively with others to get things done.
+ Communicates effectively and confidently and is comfortable engaging all clients.
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
+ Likes to learn, adapts to new information and seeks the right solutions for clients.
+ Efficiently manages your time and capacity.
+ Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for
**Desired Qualifications**
+ Bilingual Proficiency - Spanish/English
+ Strong computer skills with an ability to multitask in a demanding environment.
+ At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Obtained your insurance licenses.
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
Job Duties
* Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
* Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
* Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
* Implements and uses analytics software and systems to support department goals.
* Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
* Identify any deficiencies within the process, strategize and design improvements where possible.
Job Qualifications
REQUIRED EDUCATION:
Associate's degree or equivalent combination of education and experience
REQUIRED EXPERIENCE:
* 1-3 years related experience
* Proficiency in MS SQL queries and database development.
* Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
* Intermediate proficiency with complex SQL queries, and stored procedures.
* Strong critical thinking and attention to detail.
* Ability to effectively communicate with technical and non-technical stakeholders.
* Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
PREFERRED EDUCATION:
Bachelor's degree or equivalent combination of education and experience
PREFERRED EXPERIENCE:
2 - 4 years related experience
PHYSICAL DEMANDS:
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $80,168 - $128,519 / ANNUAL
* Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
About Us
Molina Healthcare is a nationwide fortune 500 organization with a mission to provide quality healthcare to people receiving government assistance. If you are seeking a meaningful opportunity in a team-oriented environment, come be a part of a highly engaged workforce dedicated to our mission. Bring your passion and talents and together we can make a difference in the lives of others. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Nampa, Idaho **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**We'll help you:**
+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
+ Get training and one-on-one coaching from Academy managers who are invested in your success.
+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
+ Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+ Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications**
+ Currently holds FINRA Securities Industry Essentials (SIE)
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Spanish proficiency
**Skills**
+ Client Experience Branding
+ Client Solutions Advisory
+ Investment Management
+ Pipeline Management
+ Referral Management
+ Client Management
+ Customer and Client Focus
+ Portfolio Management
+ Prospecting
+ Referral Identification
+ Business Acumen
+ Executive Presence
+ Oral Communications
+ Risk Management
**_Weekly Schedule: Monday thru Friday, with rotating Saturdays required_**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
How much does a finance consultant earn in Nampa, ID?
The average finance consultant in Nampa, ID earns between $56,000 and $125,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.