Finance consultant jobs in West Virginia - 76 jobs

Wealth Management Advisor-Morgantown, WV
TIAA
Finance consultant job in Morgantown, WV
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. Key Responsibilities and Duties * The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. * Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. * Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. * All licenses must be obtained within 120 days from start date. Educational Requirements * University (Degree) Preferred Work Experience * 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required * 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required FINRA Registrations * SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications * Life and Health Insurance License (Resident State) - Multiple Issuers required * Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or * Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred Physical Requirements * Physical Requirements: Sedentary Work Career Level 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2026-01-30 Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
$72k-141k yearly est. Auto-Apply 20d ago

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J.P. Morgan Wealth Management - Private Client Investment Associate-Wheeling WV
JPMC
Finance consultant job in Wheeling, WV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$81k-138k yearly est. Auto-Apply 24d ago
Financial Advisor
Cornerstone Advisor Group 3.8
Finance consultant job in Wheeling, WV
Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $50,000 - $120,000 Responsibilities: Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Embrace the role of a structured yet coachable team player open to continued education and training from other team members Sell & Maintain Life Insurance & Annuities Sell & Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Maintain accurate and up-to-date client records and compliance documentation Qualifications: Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Valid FINRA Series 7 & 63/66 preferred but not required Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients A required Bachelor's degree in business administration, finance, or similarly related field Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Business mindset with a strong drive to succeed and grow a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve About Company At Cornerstone Advisor Group we believe financial planning is about more than products - it's about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth, but by impact. Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.
$50k-120k yearly 9d ago
Financial Advisor/Team Leader
Lifetime Recruiting Strategies
Finance consultant job in Morgantown, WV
Regional Firm in the Financial Services Industry ---looking for Top Financial Professionals to work in a Team environment as a Financial Advisor and/or Team Leader! The firm takes an holistic approach to Coaching and Advising clients on matters related to money, finances and wealth management. This position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling. Advisors listen to their clients' life goals and objectives and leverage the power of the firm to develop financial plans that help them get there. They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients. As you advance in your career and build your business we offer advances levels of training coaching and mentoring. The old adage, in business for yourself but not by yourself, is an accurate description of the advisors experience. In addition, you will be able to participate in our industry leading compensation and retirement programs , including; a matching 401k, defined benefit pension plan, non-qualified deferred comp based on productivity and health insurance benefits. In addition to top compensation and fringe benefits, we offer our associates a professional office environment funded by the firm --- not you. REQUIREMENTS You are a professional with at least 3- 5-years of experience,: Series 6, 65, 63 or 7, 66 * Marketing/business development aptitude * Entrepreneurial spirit with a strong work ethic * Excellent interpersonal skills and high level of integrity * Competitive drive and achievement oriented * High degree of self-confidence and empathy * A bachelor's degree or equivalent education is expected * An MBA,CFP, CLU,ChFC, RIPC, JD, CPA or CFP are valued Re- Start your “Career” now by contacting me to set up a time to have a meaningful conversation with the president of the firm. Thank you for your consideration! Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926
$59k-112k yearly est. 60d+ ago
Advisor, Deal Management
Cardinal Health 4.4
Finance consultant job in Charleston, WV
**_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at both the strategic and tactical levels. The group uses modeling, analytics, and econometrics to create pricing strategies for our products and services. Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job family is also responsible for validating our contracts have the appropriate terms and conditions prior to finalizing the relationship. **_Responsibilities_** + Collaborate effectively across functions in Sales, Operations, and Finance to develop pricing strategies and models, in response to RFP and customer contract renewals. + Extract, manipulate, and prepare data and information from multiple sources and leverages findings to develop and recommend pricing strategies. + Create financial models, applying pricing analytics and other financial components related to the deal. + Communicate with Senior Leadership to facilitate questions and discussions related to the deal models to gain approval. + Communicate key pricing and rebate strategies and recommendations, while driving consensus and being comfortable when challenged. + Ability to grasp economic concepts (especially P&L statements), commercial processes, systems, and controls. + Managing the execution of a variety of price initiatives and ad-hoc analysis as needed to support business opportunities. **_Qualifications_** + 3+ years experience in related field, preferred. + Bachelors degree in related field, preferred, or equivalent work experience. **_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:** $80,900 - $103,950 **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:** 2/19/2026 *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-104k yearly 25d ago
Paralegal or Finance Professional
FBT Gibbons LLP
Finance consultant job in Charleston, WV
Job DescriptionFBT Gibbons is currently searching for a full-time Paralegal or Finance Professional to join our Charleston office. This position will assist Public Finance attorneys with all aspects of financing transactions. Key Responsibilities: Draft and review loan agreements, corporate documents, security agreements and other transactional documents. Conduct Uniform Commercial Code (“UCC”) searches, title searches, lien searches and other investigations to ensure proper legal standing. Coordinate closing activities and due diligence documentation with clients, lenders, and other parties involved in transactions. Oversee the scheduling of bond and loan transactions. Prepare and organize closing documents and conduct closings. Prepare and manage form documents for bond and loan transactions. Manage and organize transcripts. Oversee and review the compilation and distribution of transcripts. Assist with publications and notice requirements. Oversee and manage post-closing matters. Job Requirements: Bachelor's degree or equivalent combination of education and experience. Minimum of 3 years of law firm or in-house experience preferred. Strong organizational skills, including record keeping and data collection. Ability to deliver accurate, detail-oriented work while staying composed and focused in a high-pressure, deadline-driven environment. Ability to acquire new skills and operate new software. Familiarity with bond, loan, and M&A transactions, as well as corporate formation, business registration, and Secretary of State searches and filings, including UCC lien searches, filings, and other certifications. Effective interpersonal skills to build and maintain effective relationships with attorneys, clients and business professionals in person, by e-mail and telephone. Ability to work independently and collaboratively within a team structure. Ability to organize and prioritize numerous tasks and complete them under time constraints. Ability to read and interpret basic legal documents and other documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine legal documents and correspondence. Willingness and flexibility to work additional hours as needed. FBT Gibbons offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. #LI-hybrid
$50k-96k yearly est. 24d ago
460 - Trust - Region VI - Wealth Advisor Associate II
First United Corporation 4.6
Finance consultant job in Morgantown, WV
Job Reporting Relationships Supervised by: Sr. Wealth Advisor-Team Leader Supervises: N/A Basic Qualifications Education/Training: : A B.S. or B.A. degree in a related field, or equivalent education and work-related experience normally required; completion of Cannon Trust Schools I, II, and III or equivalent education and work experience; completion of approved trust sales training; Series 7 Brokerage license; Life Insurance license preferred; sales management training; obtain and maintain appropriate Bank Product Knowledge Certification. Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; moderate computer skills; knowledge of current laws and regulations regarding trust and estate administration; ability to generate a minimum of $25,000 new revenue per year once training program is complete; visual and auditory skills; valid driver's license. Experience: A minimum of one (1) to two (2) years' experience in related positions normally required. General Responsibilities Responsible for soliciting new trust business from present and prospective customers; participating with Wealth Advisors in establishing specific goals and activities to reach assigned sales expectations; ensuring the department's compliance with operating policies and procedures established for the trust sales function; directly supervising assigned personnel when applicable; communicating with appropriate management and staff personnel; providing periodic reports. Responsible for learning and developing knowledge, skills and abilities of all trust and investment policies and practices; including new business development, related client documentation and processing procedures, compliance and risk management, in preparation for the role of Wealth Advisor. Essential Duties Solicits new trust business from present and prospective customers of which the following are illustrative: Cultivates internal and external referral sources and Centers of Influence. Develops and maintains calling program for existing book of business. Provides financial consultation as part of the sales process. Maintains thorough knowledge of all bank products and services. Maintains knowledge of current laws and regulations regarding trust and estate administration and investment services. Develops and executes direct mail campaigns and cold call programs as appropriate to identify qualified prospects. Conducts seminars and presentations as part of the sales effort. Provides assistance to other bank and trust employees as requested. Maintains timely and accurate records. Provides administrative support for selected relationships. Maintains current and proficient knowledge of the investment policy, products, and procedures. Assists with the initial investment/design of new account portfolios. Participates in community activities as it relates to the successful completion of primary duties. Cross sells all bank products and services as appropriate. Serves on Trust Management Committee. Participates with Wealth Advisors in establishing specific sales goals and calling efforts; implements strategies to achieve goals. Organizes, schedules, and completes work from assigned personnel. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, Financial Industry Regulatory Authority (FINRA), etc.; ensures that the department and all personnel adhere to the same. Keeps personnel informed of pertinent policies and procedures affecting the department and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by bank policy. Communicates with the Wealth Advisors, other department managers, and appropriate staff personnel in order to integrate goals and activities. Provides periodic reports to the Senior Trust Officer, Team Leader and other groups as required. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Job Location Assigned office location Various outside locations Equipment/Machines Automobile Telephone PC/Computer keyboard Printer Calculator Fax machine Copy machine Full Time Employment Benefits: Fulltime hourly-paid employees will be provided 12-days of Paid Time Off (PTO), that is accrued 1-day for each month worked. After the completion of 90-days of employment accrued PTO can be used for any purpose including being paid for absences or vacation time. At the end of the first year of employment, any unused PTO will be converted to the employee's sick time accrual. Sick time will begin accruing effective on the employees first year anniversary up to 120 days. At that point, PTO is no longer available; and any paid absence will be eligible under the sick, vacation, personal and family sick pay policy. After one year of service the employee is eligible for their annual vacation benefit. Salaried-paid employees are not eligible for PTO and accrue paid sick days at 1-day per month; and any vacation time that has been approved for the 1st year of employment. 12 paid holidays, 2 Personal days, 2 Family Sick days, 2 Volunteer Days after completion of 90 days of employment. Eligible for Health Care, Dental and Vision (single and family) the first of the month following 30 days of full-time employment. 401(k) eligible on the first day of the month following 30 days of employment with employer match available. Company Wellness Program. Company Stock program available after 1 year of employment. Annual Performance Reviews completed, and salary increase amount given based on individual performance. This position is salary and not eligible for overtime. Salary Range Minimum: $35,568 Maximum: $77,900
$35.6k-77.9k yearly 4d ago
J.P. Morgan Wealth Management - Private Client Investment Associate-Wheeling WV
Jpmorgan Chase & Co 4.8
Finance consultant job in Wheeling, WV
JobID: 210696992 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities * Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades * Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation * Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports * Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires * Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) * Prioritize daily work, track progress for current work, and consistently meet deadlines * Maintain and foster team culture Required qualifications, capabilities, and skills * A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment * If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam * A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$77k-110k yearly est. Auto-Apply 24d ago
Commercial Banking Analyst-Available June 2026
Burke & Herbert Bank & Trust 4.4
Finance consultant job in Charleston, WV
Position is available June 2026. Permanent location is Charleston WV. Commercial Banking Analyst will train up to two months in Alexandria VA at initial hire. The Commercial Banking Analyst shall perform financial spreading and analysis for commercial, both commercial real estate and commercial & industrial, transactions. This involves reviewing financial statements, tax returns, and evaluating collateral, to determine the financial condition of individuals and businesses. This role is designed to assist underwriters and the bank in the evaluation of the strengths and weaknesses in commercial loan requests in determining if the overall risk in a credit request is acceptable to the Bank. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Use critical thinking and financial calculations to conduct thorough analysis of applications for commercial credit. Spread financial statement consistent with the organization's guidelines. Analyze borrower's balance sheet, income, and cash flow statement and interpret key ratios. Complete reviews on all types of commercial property - hotels, retail centers, office buildings, industrial warehouses, etc. Evaluate additional credit information for preparation of commercial loan package. Visit prospective commercial borrowers and/or collateral properties. Review real estate appraisals and environmental reports for relevance and accuracy of findings. Provide an analyzed, researched, and documented loan package for review by supervisor, officers, committee, or Board as appropriate. Assist with loan scenario questions and be responsible for calculating risk scorecard and recommending risk ratings. Maintain department service level and turn-time standards. Gain knowledge of and uphold compliance with policies and procedures of the Bank. Assist underwriters and team members as requested. Additional responsibilities as assigned. Other Duties Complies with all policies and procedures of the Bank. Perform other duties as assigned. Skills/Abilities: Have an analytical mindset Work both independently and as part of a team Distill complex information and analysis into a readable format Be an efficient multi-tasker Provide outstanding customer service Education and Experience: Bachelor's in finance, accounting, real estate or other related field. Proficiency in Microsoft Office - especially both Word and Excel. Hands on experience with real estate, accounting, or finance is a plus. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$69k-87k yearly est. Auto-Apply 60d+ ago
Paralegal or Finance Professional
Frost Brown Todd LLP 4.8
Finance consultant job in Charleston, WV
FBT Gibbons is currently searching for a full-time Paralegal or Finance Professional to join our Charleston office. This position will assist Public Finance attorneys with all aspects of financing transactions. Key Responsibilities: Draft and review loan agreements, corporate documents, security agreements and other transactional documents. Conduct Uniform Commercial Code (“UCC”) searches, title searches, lien searches and other investigations to ensure proper legal standing. Coordinate closing activities and due diligence documentation with clients, lenders, and other parties involved in transactions. Oversee the scheduling of bond and loan transactions. Prepare and organize closing documents and conduct closings. Prepare and manage form documents for bond and loan transactions. Manage and organize transcripts. Oversee and review the compilation and distribution of transcripts. Assist with publications and notice requirements. Oversee and manage post-closing matters. Job Requirements: Bachelor's degree or equivalent combination of education and experience. Minimum of 3 years of law firm or in-house experience preferred. Strong organizational skills, including record keeping and data collection. Ability to deliver accurate, detail-oriented work while staying composed and focused in a high-pressure, deadline-driven environment. Ability to acquire new skills and operate new software. Familiarity with bond, loan, and M&A transactions, as well as corporate formation, business registration, and Secretary of State searches and filings, including UCC lien searches, filings, and other certifications. Effective interpersonal skills to build and maintain effective relationships with attorneys, clients and business professionals in person, by e-mail and telephone. Ability to work independently and collaboratively within a team structure. Ability to organize and prioritize numerous tasks and complete them under time constraints. Ability to read and interpret basic legal documents and other documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine legal documents and correspondence. Willingness and flexibility to work additional hours as needed. FBT Gibbons offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. #LI-hybrid
$41k-55k yearly est. Auto-Apply 24d ago
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)
Bank of America 4.7
Finance consultant job in Huntington, WV
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 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 - Fridays and 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 clients. Desired Qualifications: • 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: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Copiague - 1283 Sunrise Hwy - COPAIGUE BC (NY5246), US - NY - Farmingdale - 927 ROUTE 110 - FARMINGDALE - RTE 110 BANKING CENTER (NY5285), US - NY - Huntington - 250 MAIN ST - HUNTINGTON BC (NY5238), US - NY - Huntington Station - 101 Walt Whitman Rd - South Huntington (NY5240) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-80k yearly Auto-Apply 21d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Morgantown, WV
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 21d ago
MHN Financial Analyst
Mhnetwork
Finance consultant job in Huntington, WV
Marshall Health Network is seeking a full-time Financial Analyst position with our MHN Finance Department. Preparation of various reports compiling and analyzing actual and budgeted financial and statistical information, bookkeeping and this FTE would be responsible for MHN reporting, balance sheet reconciliations, consolidated reporting and audit support.
$48k-72k yearly est. 1d ago
J.P. Morgan Wealth Management - Private Client Investment Associate-Wheeling WV
Jpmorgan Chase 4.8
Finance consultant job in Wheeling, WV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
$77k-110k yearly est. 22d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Charleston, WV
**_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_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_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:** 02/13/2026 *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. \#LI-Remote \#SP-1 _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 46d ago
Commercial Banking Analyst-Available June 2026
Burke & Herbert Bank 4.4
Finance consultant job in Charleston, WV
Position is available June 2026. Permanent location is Charleston WV. Commercial Banking Analyst will train up to two months in Alexandria VA at initial hire. The Commercial Banking Analyst shall perform financial spreading and analysis for commercial, both commercial real estate and commercial & industrial, transactions. This involves reviewing financial statements, tax returns, and evaluating collateral, to determine the financial condition of individuals and businesses. This role is designed to assist underwriters and the bank in the evaluation of the strengths and weaknesses in commercial loan requests in determining if the overall risk in a credit request is acceptable to the Bank. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Use critical thinking and financial calculations to conduct thorough analysis of applications for commercial credit. * Spread financial statement consistent with the organization's guidelines. * Analyze borrower's balance sheet, income, and cash flow statement and interpret key ratios. * Complete reviews on all types of commercial property - hotels, retail centers, office buildings, industrial warehouses, etc. * Evaluate additional credit information for preparation of commercial loan package. * Visit prospective commercial borrowers and/or collateral properties. * Review real estate appraisals and environmental reports for relevance and accuracy of findings. * Provide an analyzed, researched, and documented loan package for review by supervisor, officers, committee, or Board as appropriate. * Assist with loan scenario questions and be responsible for calculating risk scorecard and recommending risk ratings. * Maintain department service level and turn-time standards. * Gain knowledge of and uphold compliance with policies and procedures of the Bank. * Assist underwriters and team members as requested. * Additional responsibilities as assigned. Other Duties * Complies with all policies and procedures of the Bank. * Perform other duties as assigned. Skills/Abilities: * Have an analytical mindset * Work both independently and as part of a team * Distill complex information and analysis into a readable format * Be an efficient multi-tasker * Provide outstanding customer service Education and Experience: * Bachelor's in finance, accounting, real estate or other related field. * Proficiency in Microsoft Office - especially both Word and Excel. * Hands on experience with real estate, accounting, or finance is a plus. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$69k-87k yearly est. 60d+ ago
Paralegal or Finance Professional
Frost Brown Todd LLP 4.8
Finance consultant job in Charleston, WV
FBT Gibbons is currently searching for a full-time Paralegal or Finance Professional to join our Charleston office. This position will assist Public Finance attorneys with all aspects of financing transactions. Key Responsibilities: Draft and review loan agreements, corporate documents, security agreements and other transactional documents. Conduct Uniform Commercial Code (“UCC”) searches, title searches, lien searches and other investigations to ensure proper legal standing. Coordinate closing activities and due diligence documentation with clients, lenders, and other parties involved in transactions. Oversee the scheduling of bond and loan transactions. Prepare and organize closing documents and conduct closings. Prepare and manage form documents for bond and loan transactions. Manage and organize transcripts. Oversee and review the compilation and distribution of transcripts. Assist with publications and notice requirements. Oversee and manage post-closing matters. Job Requirements: Bachelor's degree or equivalent combination of education and experience. Minimum of 3 years of law firm or in-house experience preferred. Strong organizational skills, including record keeping and data collection. Ability to deliver accurate, detail-oriented work while staying composed and focused in a high-pressure, deadline-driven environment. Ability to acquire new skills and operate new software. Familiarity with bond, loan, and M&A transactions, as well as corporate formation, business registration, and Secretary of State searches and filings, including UCC lien searches, filings, and other certifications. Effective interpersonal skills to build and maintain effective relationships with attorneys, clients and business professionals in person, by e-mail and telephone. Ability to work independently and collaboratively within a team structure. Ability to organize and prioritize numerous tasks and complete them under time constraints. Ability to read and interpret basic legal documents and other documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine legal documents and correspondence. Willingness and flexibility to work additional hours as needed. FBT Gibbons offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. #LI-hybrid
$41k-55k yearly est. Auto-Apply 22d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Charleston, WV
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 21d ago
J.P. Morgan Wealth Management - Private Client Investment Associate-Wheeling WV
Jpmorganchase 4.8
Finance consultant job in Wheeling, WV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$77k-110k yearly est. Auto-Apply 24d ago
Commercial Banking Analyst-Available June 2026
Burke & Herbert Bank & Trust 4.4
Finance consultant job in South Charleston, WV
Position is available June 2026. Permanent location is Charleston WV. Commercial Banking Analyst will train up to two months in Alexandria VA at initial hire. The Commercial Banking Analyst shall perform financial spreading and analysis for commercial, both commercial real estate and commercial & industrial, transactions. This involves reviewing financial statements, tax returns, and evaluating collateral, to determine the financial condition of individuals and businesses. This role is designed to assist underwriters and the bank in the evaluation of the strengths and weaknesses in commercial loan requests in determining if the overall risk in a credit request is acceptable to the Bank. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Use critical thinking and financial calculations to conduct thorough analysis of applications for commercial credit. Spread financial statement consistent with the organization's guidelines. Analyze borrower's balance sheet, income, and cash flow statement and interpret key ratios. Complete reviews on all types of commercial property - hotels, retail centers, office buildings, industrial warehouses, etc. Evaluate additional credit information for preparation of commercial loan package. Visit prospective commercial borrowers and/or collateral properties. Review real estate appraisals and environmental reports for relevance and accuracy of findings. Provide an analyzed, researched, and documented loan package for review by supervisor, officers, committee, or Board as appropriate. Assist with loan scenario questions and be responsible for calculating risk scorecard and recommending risk ratings. Maintain department service level and turn-time standards. Gain knowledge of and uphold compliance with policies and procedures of the Bank. Assist underwriters and team members as requested. Additional responsibilities as assigned. Other Duties Complies with all policies and procedures of the Bank. Perform other duties as assigned. Skills/Abilities: Have an analytical mindset Work both independently and as part of a team Distill complex information and analysis into a readable format Be an efficient multi-tasker Provide outstanding customer service Education and Experience: Bachelor's in finance, accounting, real estate or other related field. Proficiency in Microsoft Office - especially both Word and Excel. Hands on experience with real estate, accounting, or finance is a plus. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$69k-87k yearly est. 30d ago

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