Finance consultant jobs in New Hampshire - 135 jobs
Director, Investment Specialist/Head of Co-Manufactured Products
Manulife
Finance consultant job in New Hampshire
The **Director, Investment Specialist/Head of Co-Manufactured Products** will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products.
**Key Responsibilities**
+ **Product Management** : Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards.
+ **Cross-Functional Leadership** : Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products.
+ **Market Research & Strategy** : Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities.
+ **Project Management** : Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed.
+ **Client & Consultant Engagement** : Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings.
+ **Product Innovation** : Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team.
+ **Regulatory Compliance** : Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures.
**Key Qualifications**
+ **Education** : MBA or advanced degree in Finance, Business Administration, or related field.
+ **Certifications** : CFA, CAIA, or a comparable financial certification.
+ **Experience** :
+ 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies.
+ Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions.
+ Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.).
+ Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments.
+ **Skills** :
+ Excellent analytical and problem-solving capabilities, with a strategic mindset.
+ Strong project management skills, with proven ability to manage complex cross-functional initiatives.
+ Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels.
+ Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines.
+ Experience with competitive analysis, financial modeling, and pricing strategies.
+ Proficiency with industry tools, such as Morningstar Direct and Factset
+ Ability to travel (up to 25%).
**Key Competencies**
+ **Relationship Building & Collaboration:** Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives.
+ **Leadership & Collaboration** : Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments.
+ **Innovation** : Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs.
+ **Results-Oriented** : Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals.
+ **Client-Focused** : Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback.
+ **Adaptability** : Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives.
**Why Join Us?**
As the **Director, Investment Specialist/Head of Co-Manufactured Products** , you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development.
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**About Manulife and John Hancock**
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************ .
**Manulife is an Equal Opportunity Employer**
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************ .
**Referenced Salary Location**
Boston, Massachusetts
**Working Arrangement**
Hybrid
**Salary range is expected to be between**
$120,750.00 USD - $217,350.00 USD
If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights (******************************************************************************** **I** Family & Medical Leave (********************************************** **I** Employee Polygraph Protection (****************************************************************** **I** Right to Work (************************************************************************************************** **I** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
Company: John Hancock Life Insurance Company (U.S.A.)
$120.8k-217.4k yearly 25d ago
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Financial Planner
Commonwealth Financial Group 4.7
Finance consultant job in Bedford, NH
Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026.
Our Financial Planning Mastery Program
We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides:
Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career
A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance
Structured development toward market growth with emphasis on advanced planning and client attraction
Financial support, classroom training, mentorships, partnerships, and joint work opportunities
Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients
What You'll Do
Implement and scale your strategic business plan through mentorship and world-class training
Establish networks, cultivate referrals, and develop long-term client relationships
Provide financial solutions through fact-gathering and needs analysis
Broaden your skillset through ongoing professional development and joint work with fellow associates
Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services
What We're Looking For
Ambitious leaders ready to make an impact in New England
Relationship-builders with a client-first approach and strong interpersonal skills
Assertive, independent, and self-motivated professionals
Charismatic connectors with high social confidence
Minimum 5 years professional experience (sales, business development, or client-facing roles preferred)
Benefits
Comprehensive health benefits (medical, dental, vision, disability, life insurance)
401(k) with company match eligibility
Recognition programs and events for top performers
Grant opportunities for personal philanthropic involvement through our charitable foundation
Ongoing leadership and career development opportunities
$52k-68k yearly est. 7d ago
Financial Advisor
Nhtrust
Finance consultant job in Keene, NH
Job Description
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is seeking a well-established Financial Advisor. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads.
We offer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!
We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities
$62k-110k yearly est. 18d ago
Financial Advisor
New Hampshire Mutual Bancorp
Finance consultant job in Keene, NH
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is seeking a well-established Financial Advisor. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads.
We offer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!
We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities
$62k-110k yearly est. Auto-Apply 60d+ ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Concord, NH
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 21d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance consultant job in Manchester, NH
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$61k-96k yearly est. 29d ago
Financial Accounting Database Analyst, Senior
Elevance Health
Finance consultant job in Manchester, NH
Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting.
How You Will Make an Impact
Primary duties may include, but are not limited to:
* Manages database processes, related analysis and reporting.
* Reviews and approves changes to database coding.
* Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases.
* Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise.
* Analyzes, reports, and develops recommendations on data related to complex and varied business metrics.
* Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools.
* Leads a team of associates, mentors, trains, and coaches lower level analysts.
Minimum Requirements:
Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528.
Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Job Level:
Non-Management Exempt
Workshift:
Job Family:
AFA > Financial Reporting, Planning & Analysis
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$77k-138.5k yearly 3d ago
Financial Advisor: Springfield, MA
Corebridge Financial
Finance consultant job in Nashua, NH
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
Compensation
Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-LR1
#LI-SAFG
#LI-Remote
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$70k-80k yearly Auto-Apply 60d+ ago
Financial Advisor
Equitable Advisors
Finance consultant job in Portsmouth, NH
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
$62k-109k yearly est. 60d+ ago
FINANCIAL ANALYST I - DEPT. OF PUBLIC WORKS
City of Manchester, Nh 3.8
Finance consultant job in Manchester, NH
FINANCIAL ANALYST I - 2070 GRADE - 114 PAY RANGE - $61,384.65 - $87,159.83/yr- plus a comprehensive benefits package Performs budgetary, accounting, and related financial analysis duties; performs directly related work as required.
DISTINGUISHING FEATURES OF THE CLASS:
The principal function of an employee in this class is to manage administrative financial process in a large Department and/or on a City-wide scale. The work is performed under the supervision and direction of an assigned financial or administrative personnel but considerable leeway is granted for the exercise of independent judgement and initiative. The nature of the work performed requires that an employee in this class establish and maintain effective working relationships with other City employees, outside auditors, business organizations, and the public. The principal duties of this class are performed in a general office environment.
EXAMPLES OF ESSENTIAL WORK:
* Performs fiscal oversight to a large area of municipal operations, including training, coordinating, and directing the work of accounting personnel;
* Performs financial analysis on government services to ascertain appropriate fee structures;
* Utilizes research methodologies, statistical techniques, and compilation of empirical data to perform budget analyses for the purpose of designing, planning, and developing the operating budget for an assigned area;
* Develops a portion of and/or a complete capital budget in an assigned area;
* Performs Accounts Receivable (AR) reconciliation to general ledger; makes AR adjustments upon request;
* Resolves customer account balance issues as needed;
* Processes monthly AR statements to be printed and mailed;
* Prepares AR aging report for Committee;
* Updates and runs revenue reports and aging queries and send to all departments;
* Submits accounts to collections agency per department request, updates collection reports, reconciles to agency reports, and sends to all departments;
* Posts investment escrow account interest and reconciles;
* Performs reserve account balance transfers;
* Performs payroll suspense account transfers;
* Maintains fixed assets and posts depreciation;
* Prepares quarterly financial statements for website;
* Coordinates the work of and provides technical assistance to professional staff in the monitoring and managing of budgeted resources and other administrative issues;
* Analyzes departmental budget requests and makes recommendations based on the results;
* Performs fiscal, statistical, administrative, operational, organizational, and personnel staffing studies;
* Processes, prepares, reviews, and administers grant and special project applications;
* Negotiates agreements for service and capital projects with public and private agencies;
* Performs various accounting functions, including full general ledger maintenance and systems reports, fixed asset accounting and reporting, trust fund accounting, account reconciliation, special reporting requirements, and related;
* Compiles Comprehensive Financial Reports;
* Advises Department Heads, municipal officials, and others on complex fiscal matters, budgetary considerations, transfers of funds, payment procedures, investments, expenditures. and commitment of funds as requested;
* Serves as an in-house consultant within the City regarding comprehensive financial operations;
* Analyzes, reviews, and critiques records, statistical data, and related requirements received from or prepared for local, State, and Federal agencies;
* Provides guidance and demonstrations to new employees in similar positions;
* Keeps supervisors informed of work progress, issues, and potential solutions;
* Attends meetings and training to stay current on relevant practices and developments;
* Responds to citizen inquiries courteously and promptly;
* Coordinates regularly with others to enhance interdepartmental efficiency; and
* Performs additional duties as required by the classification.
REQUIRED KNOWLEDGE SKILLS AND ABILITIES:
* Comprehensive knowledge of current practices and principles used in the development, implementation, monitoring, and administration of municipal budgets;
* Comprehensive knowledge of Generally Accepted Accounting Principles;
* Thorough knowledge of financial office procedures and practices;
* Thorough knowledge of the functions of government in a municipality;
* Thorough knowledge of accounts payable and payroll processes;
* Thorough knowledge of budget preparation within a municipality;
* Ability to interpret accounting reports and records and to analyze accounting data for control and reporting purposes;
* Ability to interpret department requests and needs and translate all related variables into budgetary development;
* Ability to handle confidential and administrative information with tact and discretion;
* Ability to supervise, train, and evaluate the work of others;
* Ability to communicate effectively with others, both orally and in writing, using both technical and non-technical language;
* Ability to understand and follow oral and/or written policies, procedures, and instructions;
* Ability to prepare and present accurate and reliable reports containing findings and recommendations;
* Ability to operate or quickly learn to operate a personal computer using standard or customized software applications appropriate to assigned tasks;
* Ability to use logical and creative thought processes to develop solutions according to written specifications and/or oral instructions;
* Ability to perform a wide variety of duties and responsibilities with accuracy and speed under the pressure of time-sensitive deadlines;
* Ability and willingness to quickly learn and put to use new skills and knowledge brought about by rapidly changing information and/or technology;
* Integrity, ingenuity, and inventiveness in the performance of assigned tasks.
ACCEPTABLE EXPERIENCE AND TRAINING:
* Graduation from an accredited college or university with a Bachelors Degree in Public Administration, Accounting, Finance, or related; and
* Three to five years of related experience in budgetary development, auditing, accounting operations, and related; or
* Any equivalent combination of experience and training which provides the knowledge, skills, and abilities necessary to perform the work.
REQUIRED SPECIAL QUALIFICATIONS:
* None.
ESSENTIAL PHYSICAL ABILITIES:
* Sufficient clarity of speech and hearing or other communication capabilities, with or without reasonable accommodation, which permits the employee to communicate effectively;
* Sufficient vision or other powers of observation, with or without reasonable accommodation, which permits the employee to review a wide variety of written materials in both electronic and hardcopy formats;
* Sufficient manual dexterity, with or without reasonable accommodation, which permits the employee to operate a personal computer and related equipment;
* Sufficient strength and endurance, with or without reasonable accommodation to lift, carry and move objects, through a full range of motion, up to 10 pounds occasionally, 5 pounds frequently and 2 pounds consistently;
* Sufficient personal mobility and physical reflexes, with or without reasonable accommodation, which permits the employee to function within the general office environment.
$61.4k-87.2k yearly 48d ago
Financial Advisor
Equitable Advisors-Southern New Hampshire
Finance consultant job in Portsmouth, NH
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$75,000+ at plan
Responsibilities:
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Customize financial plans for each client based on potential life changes and changing financial needs
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications:
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Requires a Bachelor's degree in finance, business administration, or related field
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financialconsultant is needed
About Company
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.
$75k yearly 10d ago
Finance and Accounting Analyst
Raven Ridge
Finance consultant job in Portsmouth, NH
Benefits:
401(k)
401(k) matching
Bonus based on performance
We're hiring a Finance and Accounting Analyst in Portsmouth, NH! In this high visibility role, you'll support the Controller and CFO with various finance, accounting and ad-hoc reporting duties as described below.
Responsibilities
Assist Controller with managing accounts payables, account receivables and financial reporting
Prepare and post journal entries as needed
Perform monthly bank reconciliation
Assist with monthly budget reporting
Track and manage company expense reports and purchase orders
Participate in monthly and quarterly closing, annual budgets, audits, system implementations
Assist with preparation of documentations for external auditors
Assist with performance tracking of investments
Assist in preparation of monthly, quarterly, and annual company performance reports
Highly motivated candidates may also be selectively asked to directly support the company's Chief Financial Officer with internal strategic initiatives such as M&A, implementing new reporting or controls, or managing existing investments
This role in intended to be long-term in nature, with clear promotion path available to qualified candidates
Qualifications
Bachelor's or relevant degree required with preference for accounting or finance focus
Minimum 2-5 Years' Experience in accounting and/or finance
Proven track record of working well within a adaptive, team-based environment, while also being comfortable working autonomously and being able to take ownership of processes and procedures
Demonstrated finance/accounting acumen and experience working with accounting software and with financial models using Microsoft Excel
Excellent interpersonal skills, highly motivated and results oriented, with strong organization / communication
Attention to detail and the ability to set and meet realistic deadlines in a fast-paced environment
Internal motivation and the ability to work with minimal supervision
Ability to maintain a high level of confidentiality and discretion when handling sensitive financial information
Compensation
We're open to seeing candidates that are more junior, who may not check all the boxes now, but are hungry and willing to grow into the roll. We're also open to seeing candidates who check all the boxes day one. Compensation offered is depending on experience and ability to perform all of the listed qualifications.
DOE - $65,000-$95,000 + annual bonus
Compensation: $65,000.00 - $95,000.00 per year
Our History2006The Bedford NH office opens and Staff Hunters begins working with more and more clients in the greater Manchester marketplace. The personalized approach, consistency and high quality control creates a distinct competitive advantage in a market where fast growth at any cost is the norm.
2008Ari joins the Bedford office of Staff Hunters to focus on building a Senior-level Finance practice in Southern, NH and Northern, MA.
2013Sara opens the Administrative practice in Bedford and makes an immediate impact in the scope and depth of the recruiting and placement in the office.
2015The Bedford office grows and Tony makes plans to transition toward retirement. Raven Ridge is founded and acquires the Bedford location. The office expands and moves to a larger space in Bedford, NH. Payroll and billing operations move to the Bedford office. Growth and change create new business partners and new relationships; both internal and external.
2016A banner year for finding great team members! Dennis joins the Technical / Engineering group, assisting in the growth of the business. Kassey joins the Administrative team offering expertise in the Administrative and Human Resources job market.
2020Ashlee joins the organization to head up administrative operations in charge of payroll and billing.
$65k-95k yearly Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Manchester, NH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 2d ago
Financial Planner
Commonwealth Financial Group 4.7
Finance consultant job in Bedford, NH
Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026.
Our Financial Planning Mastery Program
We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides:
Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career
A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance
Structured development toward market growth with emphasis on advanced planning and client attraction
Financial support, classroom training, mentorships, partnerships, and joint work opportunities
Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients
What You'll Do
Implement and scale your strategic business plan through mentorship and world-class training
Establish networks, cultivate referrals, and develop long-term client relationships
Provide financial solutions through fact-gathering and needs analysis
Broaden your skillset through ongoing professional development and joint work with fellow associates
Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services
What We're Looking For
Ambitious leaders ready to make an impact in New England
Relationship-builders with a client-first approach and strong interpersonal skills
Assertive, independent, and self-motivated professionals
Charismatic connectors with high social confidence
Minimum 5 years professional experience (sales, business development, or client-facing roles preferred)
Benefits
Comprehensive health benefits (medical, dental, vision, disability, life insurance)
401(k) with company match eligibility
Recognition programs and events for top performers
Grant opportunities for personal philanthropic involvement through our charitable foundation
Ongoing leadership and career development opportunities
$52k-68k yearly est. 4d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance consultant job in Manchester, NH
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**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.
$61k-96k yearly est. 60d+ ago
Financial Accounting Database Analyst, Senior
Elevance Health
Finance consultant job in Manchester, NH
**Location:** This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The **Financial Accounting Database Analyst, Senior** is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting.
**How You Will Make an Impact**
Primary duties may include, but are not limited to:
+ Manages database processes, related analysis and reporting.
+ Reviews and approves changes to database coding.
+ Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases.
+ Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise.
+ Analyzes, reports, and develops recommendations on data related to complex and varied business metrics.
+ Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools.
+ Leads a team of associates, mentors, trains, and coaches lower level analysts.
**Minimum Requirements:**
Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528.
Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws _._
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$77k-138.5k yearly 3d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Concord, NH
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**Responsibilities**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500 - $96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 26d ago
Financial Advisor
New Hampshire Mutual Bancorp
Finance consultant job in Meredith, NH
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team.
We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!
We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.
$61k-107k yearly est. Auto-Apply 5d ago
Financial Advisor
Nhtrust
Finance consultant job in Meredith, NH
Job Description
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team.
We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!
We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.
$61k-107k yearly est. 5d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Newington, NH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.