Investment Consultant - Atlanta, GA (Buckhead)
Finance planner job in Atlanta, GA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Services Professional
Finance planner job in Orange City, FL
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP
Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Heavy Civil PM - Financial Warrior
Finance planner job in Delray Beach, FL
Headline: Heavy Civil PM: HCSS/Procore Master Needed to Rescue South FL Operations!
THE MISSION: Stop the Chaos. Drive the Profit.
A rapidly growing civil powerhouse needs a Project Manager to jump into the fire and fix their efficiency gaps. Your mission is simple: Take over 5-8 concurrent municipal/county utility, paving, and concrete jobs across Delray to Miami, and make them profitable.
This is a high-impact, immediate-start role reporting straight to the top.
YOUR ARSENAL (The Non-Negotiables)
If you don't have these, this isn't the game for you:
The Dirt Cred: 5-10 years running city/county heavy civil projects (Pipe, Utilities, Paving, Concrete). No high-rise fluff.
The Money Skill: You must be a financial shark-mastering job buyout, cost tracking, and estimating oversight to drive efficiency.
The Tech Stack: You must be fluent in HCSS modules (Heavy Bid) or Procore.
The Volume: Proven track record running 5-8 projects simultaneously.
WHAT'S IN IT FOR YOU?
Competitive pay and a massive performance bonus tied directly to the savings and efficiency you generate. If you fix the finances and documentation, you get paid. Period.
If you are a humble, collaborative, and detail-obsessed PM ready to transition from a corporate machine to a high-growth, hands-on environment, let's talk.
APPLY NOW! We give feedback in 24 hours.
#CivilPM #HeavyCivil #HCSS #Procore #JobBuyout #SouthFlorida #Utility #Paving
Investment Associate
Finance planner job in Atlanta, GA
About the Company:
Wrightwell is a growing real estate investment company focused on acquiring and managing high-quality Build-to-Rent (BTR) communities across the U.S. Our team is committed to delivering exceptional value to residents and investors through strategic acquisitions, disciplined operations, and proactive asset management.
Position Summary:
The Investment Associate will play a pivotal role within the Wrightwell team, contributing to both the acquisition of new properties and the ongoing management of acquired assets. This position offers a comprehensive involvement in the investment lifecycle, from underwriting and due diligence to preparing investor communications and facilitating acquisition closings. Additionally, the role encompasses active participation in asset management, including monitoring financial performance, setting budgets, and executing business plans to enhance asset value. As an early-stage opportunity, this role provides significant exposure to the development of the Investments unit and supports professional growth. This role is based in Atlanta, GA and will require a minimum of 3 days in the office (Buckhead location). The position reports directly to the Senior Vice President of Investments.
Specific duties and responsibilities will include:
Analyze and underwrite prospective investment opportunities
Develop presentation materials for investors
Conduct comprehensive due diligence on new acquisitions, including rent roll evaluations, property inspections, and legal documentation review
Perform market analysis to assess comparable property rents and sales.
Contribute to asset management efforts and support the implementation of business plans for acquired assets.
Work closely with property management teams on budgeting, variance analysis, and operational strategy.
Assist in creating internal reports and preparing regular updates for investors.
Carry out additional responsibilities as directed by the Senior Vice President of Investments.
This summary is not an all-inclusive description of job duties. Other job duties and responsibilities may also be assigned at any time based upon Company need.
Qualifications:
Bachelor's degree in Real Estate, Finance, or Accounting is required.
3-5 years of experience in real estate asset management, with an emphasis on single-family and/or multi-family properties across diverse markets.
Advanced financial modeling skills are essential, particularly in building and maintaining Excel models for projecting property acquisition, operations, and disposition cash flows.
Proven ability to create financial and operational performance reports using Excel and PowerPoint.
Excellent written and verbal communication skills.
Must be highly motivated with a proactive, "can-do" mindset, and comfortable working within a small, agile, and high-performing team.
What Wrightwell can offer you:
Competitive base salary and discretionary bonus
Medical, Vision, Dental for you (75%) and your dependents (50%)
Paid vacation and sick days
A fun, collaborative culture!
Wrightwell is an equal opportunity employer. In keeping with the values of Wrightwell we make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.
Acquisitions and Investment Analyst
Finance planner job in Miami, FL
Acquisitions & Investment Analyst
Our client, a real estate investment firm, is looking for an experienced, Acquisitions and Investment Analyst to work in their Miami office. This is a front-line acquisitions and investment analysis role, covering underwriting, financial modeling, market analysis, and transaction execution within a fast-paced, entrepreneurial private-equity environment.
Responsibilities:
• Development & Acquisition Analysis: Excel modeling and market data to analyze and assess projects
• Financial Modeling & Forecasting: Build detailed models; run IRR, equity multiple, and scenario analyses
• Proformas & Valuations: Underwrite, create proformas, and value projects; assist with Argus inputs and review
• Property Management Support: Participate in budgets and strategic planning efforts
• Stakeholder Engagement: Attend site visits, market tours, and meetings with partners, brokers, and lenders
• Market Research: Monitor regional trends, comps, supply/demand dynamics
• Acquisition & Budget Assistance: Support management with acquisition, capex, and operating analyses
• Due Diligence: Evaluate commercial real estate opportunities, leases, and risk factors
• Investment Analysis & Reporting: Prepare models, presentations, and written reports
• Deal Support: Assist with negotiation, LOIs, and transaction management
• Pipeline Management: Maintain acquisition pipeline in Excel and Salesforce
• Documentation & Templates: Modify templates, prepare correspondence, and organize deal files
• Seller & Broker Outreach: Proactively contact potential sellers and brokers to source deals
• Analytical Support: Provide support to investment management and asset management teams
• Platform Execution: Perform financial analyses and documentation for acquisitions, financing, and dispositions
• Asset Management & Portfolio Analysis: Support reporting, valuation tracking, and portfolio-level analysis
Qualifications:
• Advanced Excel skills (financial modeling, sensitivity analysis, forecasting)
• Strong quantitative and analytical skills; intermediate real estate finance knowledge
• Ability to read and understand standard commercial office leases
• Highly organized, detail-oriented, and deadline-driven
• Excellent written and oral communication skills
• Comfortable in a fast-paced, entrepreneurial environment
• Proficient with Microsoft Office; basic proficiency in Salesforce and CoStar
Work environment: On-site, 5 days/week
Salary Range: $70,000-$90,000 base + Commissions (2x Upside)
Real Estate Finance Counsel
Finance planner job in Palm Beach, FL
Our client, a top real estate investment firm in South Florida with tens of billions of AUM, wishes to hire a lawyer with at least two years' experience (JD 2023 or senior) handling debt finance transactions in the real estate sector. This is a newly-created role driven by expansion; we placed the lawyer who heads the firm's debt finance team; now, having settled in, she is looking to further scale her team. They are willing to relocate a strong candidate who is otherwise a good fit for the role.
Responsibilities:
Regularly interface with the business' real estate debt team, working to make sure processes run smoothly.
Deal flow will be steady, with at least 80% of transactions staffed internally rather than being delegated to outside counsel.
You will join a highly collaborative legal team with an amazing culture and extremely low attrition. The role is wholly in-office (save for a remote month every summer).
Our client will cover relocation costs for this position.
The workload is akin to being a partner-track associate at an AmLaw-ranked firm, with total annual compensation that will rival or exceed market-leading firms.
An associate leaving BigLaw willing to accept a pay cut as tradeoff for work-life balance would not be a good fit for this opportunity; rather, this is a chance to do sophisticated, interesting deals supporting a single client alongside a great team and under the supervision of a mentor who is an excellent lawyer and good person.
Required Qualifications:
Juris Doctor from an accredited law school;
Admitted and in good standing to a state bar;
At least two years' relevant experience at a top law firm or in-house (some experience at an AmLaw-ranked firm a must);
Deep working knowledge of real estate finance law (with exposure to debt finance deals strongly preferred);
Experience supporting commercial real estate finance transactions;
Familiarity with direct lenders-side loan originations and secondary transactions strongly preferred;
Exposure to real estate workouts, securitization deals, or lenders-side leveraged finance deals involving commercial real estate strongly preferred;
Experience drafting and negotiating term sheets, finance paperwork, and facilities;
Strong business judgment and interpersonal skills;
Ability to manage multiple concurrent projects, prioritize tasks, and meet deadlines;
Comfort working with cross-functional teams;
Excellent written and verbal communication, negotiation, and presentation skills; and
Strong attention to detail.
If you meet the required qualifications and are interested in this role, please apply today.
The Solomon Page Distinction
Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve.
About Solomon Page
Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.
Opportunity Awaits.
Project Finance Analyst II
Finance planner job in Miami, FL
OneSearch Group has partnered with one of the fastest-growing Corporate & Investment Banking groups in South Florida in their search for a Project Finance Analyst II to join their team based in Miami, FL. The Analyst is responsible for performing due diligence, structuring and credit execution of Natural Resource credit facilities across a wide variety of sectors.
Functions
Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information and supporting documentation.
Prepare financial models, credit approval memorandums and presentations for existing loans, new potential loans, annual reviews, waivers, amendments, and others as required.
Maintain contact with clients, key sponsors, and developers in the named industries - such as private equity funds, utility companies, international and domestic energy / infrastructure firms, developers and related manufacturers.
Ensure that the loan package complies with credit, underwriting standards and lending/credit policies.
Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed.
Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting.
Participate in Corporate Banking/Project Finance pipeline meetings.
Desirable Experience
Bachelor's degree, preferably with a business, finance major or related field.
Advanced proficiency in financial modeling, risk evaluation and project finance fundamentals.
A minimum of 2-3 years of credit execution experience within Project Finance
Microsoft Dynamics 365 Finance & Operations
Finance planner job in Jacksonville, FL
Delivery Architect -Microsoft Dynamics 365 Finance & Operations
Hybrid | Jacksonville, FL
12+ month Contract
10+years of experience,The Delivery Architect will be responsible for providing technical leadership in the design,documentation, and review of technology solutions that meet business and IT needs. This rolewill lead end-to-end solution delivery, act as the escalation point for all technical delivery
issues, and ensure alignment with enterprise architecture standards.
Key Responsibilities:
• Lead end-to-end implementation of Microsoft Dynamics 365 Finance & Operations (F&O;)
solutions.
• Design and deliver Azure cloud-native architectures and integrations with enterprise
systems.
• Develop and document solution and data architecture aligned with enterprise standards.
• Oversee technical delivery, manage risks, and ensure high-quality outcomes.
• Collaborate with IT, business stakeholders, and third-party vendors to achieve project
objectives.
• Drive reusability, performance optimization, and adherence to best practices.
Required Skills & Experience:
• 10+ years of experience in application development and technical architecture.
• Extensive hands-on experience with Dynamics 365 F&O; and related integrations.
• Strong understanding of Azure cloud components, CI/CD pipelines, and API technologies.
• Proficiency in .NET, C#, SQL Server, and Microsoft DevOps tools.
• Excellent communication and stakeholder management skills.
• Bachelor's degree in Computer Science or related field preferred.
Candidates must be located in or willing to relocate to Jacksonville, FL for a hybrid work
schedule.
Boutique Client Advisor (Ultra-Luxury Division)
Finance planner job in Miami, FL
"To Be Distinguishable, One Must Push The Limits Of Creativity.”
Abel Richard is an ultra-luxury Maison located in the iconic Miami Design District, specializing in rare, limited-edition pieces that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. We created pieces that blend technology, high tech material designs, personality and purpose.
Position Overview
The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate will have experience catering to a global clientele of high jewelry and luxury watch connoisseurs, offering a resort-like yet impeccably polished service. They will excel at building meaningful, long-term relationships with the top 1% of collectors and enthusiasts who seek the finest in high-end jewelry and timepieces in the MDD and Bal Harbor markets.
Key Responsibilities
Represent Abel Richard with poise and refinement in all client interactions, ensuring a high level of confidentiality and personalized service.Cultivate and maintain relationships with ultra-high-net-worth clients and collectors, with a particular focus on leveraging Miami's premier cultural events such as Art Basel to drive exclusive appointments and curated private viewings. Collaborate with management on bespoke commissions, trunk shows, curate boutique RSVPs for events and international client engagements.
Requirements
Minimum 5 years of experience within ultra-luxury retail, specifically in high jewelry, watches, or heritage leather maisons.
Established client book within the Miami or South Florida ultra-luxury market, with a strong network among high jewelry and watch collectors and familiarity with the international clientele drawn to Miami's cultural and luxury events.Impeccable presentation, discretion, and deep understanding of luxury culture. Multilingual fluency is preferred (Spanish, Portuguese, or French). Strong CRM, and after-sales relationship management capabilities.
Compensation & Privileges
Earning Potential: (hourly + commission)
Structure: Hourly compensation with competitive draw vs. commission
Incentives: Commission-based earnings reflective of ultra-luxury performance standards
Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.
Full-time Client Advisor - Aventura
Finance planner job in Miami, FL
A TAG HEUER CLIENT ADVISOR IS…
…A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION
Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store
Supports colleagues & other team members in the boutique
Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints)
Proposes new ideas to develop sales (merchandising, events, product mix…)
…A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS
Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events
Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided
Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business
Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship
…AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR
Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…)
Leverages properly all tools (CEGID, Salesforce) and performs VM
Coordinates Aftersales operations until the return of the watch
Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…)
Contributes to a positive, inclusive and supportive work environment
Contributes to the store maintenance
Ensures compliance with internal control policies
Job Responsibilities
HARD SKILLS
Knowledge of luxury retail environment (minimum 2 year-experience)
Knowledge / passion for watches, new trends in lifestyle, new technologies and sports
Fluent in English + local language, a third language is a plus
Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc.
Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales…
Knowledge of Client and Clienteling KPIs
Knowledge of digital tools
Knowledge of / interest for Brand DNA, history & collections
Knowledge of Front and Back tools
Knowledge of (Brand) Retail Procedures
Soft Skills
Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients
Open minded, excellent interpersonal and communication skills
Energetic, self-motivated, action and results-oriented
Self-starter, able to work effectively in a fast-paced and dynamic environment
Adaptable to changes, flexible, able to bring up new ideas and solutions
Team spirit, high integrity and transparency
Ability to represent the Maison in & outside the store, great presentation skills
Digitally savvy, fast learner and rigorous
Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus.
Employee benefits:
At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more.
Equal Employment Opportunity
Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.
Financial Analyst (Real Estate)
Finance planner job in Miami, FL
We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio.
Key Responsibilities:
Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions.
Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management.
Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives.
Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments.
Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders.
Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency.
Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures.
Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits.
Perform ad-hoc financial analysis and research to support strategic initiatives and special projects.
Required Skills and Experience:
Bachelor's degree in Finance, Real Estate, Accounting, or related field.
Minimum of 3 years of financial analysis experience with a focus on real estate investments or development.
Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus.
Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics.
Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.
Financial Analyst - Corporate & Financial Planning
Finance planner job in Birmingham, AL
This posting is to fill a Financial Analyst position within the APC Finance and Corporate Planning Team. The position will be responsible for supporting various Business Units ensuring their financial reporting and analysis objectives are met. Job Responsibilities
+ Play a key role in implementing Enterprise Foundations related reporting and analysis
+ Preparing in-depth analysis to develop costing models that help streamline processes and to gain efficiencies
+ Analyzing financial risks and opportunities and developing insights to guide the leadership team on financial decisions around business performance.
+ Addressing O&M and Capital reporting needs, profitability analysis, specific sensitivity/trending analysis, and metric related information
+ Building strong working relationships with internal and external business partners to develop a deep understanding of the business
+ Support regulated and unregulated business units for analysis and reporting
+ Identifying and leading opportunities for continuous improvement, sharing best practices, and engaging in team building and business learning opportunities
Education Requirements
+ Bachelor's degree in Accounting, Finance, Business or equivalent or four or more years of relevant experience.
Job Experience
+ Experience in utility accounting, finance or related field
+ Experience in financial planning, analysis, and budgeting preferred
+ Proficiency in Microsoft Excel based models and pivot tables required
+ Working knowledge of utility accounting and finance to meet FERC requirements
+ Experience with JETS, PowerPlan, and other Southern Company accounting applications a plus
Knowledge, Skills, and Abilities
+ Demonstrated understanding and application of utility finance, profitability, economics, and budgeting
+ Knowledgeable on Financial principals such as net income, earnings per share, cash flow analysis, and revenue requirements
+ A high level of proficiency in applying GAAP, FERC, budget concepts, and regulatory accounting principals preferred
+ Strong organizational skills with attention to detail
+ Ability to handle multiple projects with changing priorities
+ Proven ability to develop and maintain relationships with internal and external partners, and is a team player
+ Ability to effectively communicate and coordinate with peers and management at various levels
+ Possesses technical competence and analytical skills including problem solving
+ Ability to develop and deliver concise oral, written, and visual presentations appropriate for diverse audiences
+ Ability to think strategically, innovate, implement tactically and make timely decisions
+ Demonstrate Our Values
Other Requirements:
+ Drivers' license required
Alabama Power provides safe, reliable, and affordable electricity to 1.5 million customers across the lower two-thirds of Alabama.
For more information, visit ******************** and connect with the company on Facebook (Facebook.com/AlabamaPower), Twitter (Twitter.com/AlabamaPower), LinkedIn (Linkedin.com/company/alabama-power), and Instagram (Instagram.com/alabamapower).
Southern Company (NYSE: SO ) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy solutions provider with national capabilities, a fiber optics network and telecommunications services. Through an industry-leading commitment to innovation, resilience and sustainability, we are taking action to meet customers' and communities' needs while advancing our goal of net-zero greenhouse gas emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture has been recognized by a variety of organizations, earning the company awards and recognitions that reflect Our Values and dedication to service. To learn more, visit *********************** .
Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here **************************************************** . Additional and specific details about total compensation and benefits will also be provided during the hiring process.
Southern Company is an equal opportunity employer where an applicant's qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law.
Job Identification: 15843
Job Category: Finance
Job Schedule: Full time
Company: Alabama Power
Senior Investment Banking Financial Analyst
Finance planner job in Atlanta, GA
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
Investment Banking Full-Time MBA Associate 2026
Finance planner job in Atlanta, GA
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.
Responsibilities include but may not be limited to:
Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work.
Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
Actively participate in client meetings and drafting sessions.
Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
MBA Degree required with a anticipated graduation date between December 2025 and June 2026
Internship or prior work experience in financial services industry preferred
SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Strong desire to win
Sound judgement
Deep, sophisticated understanding of accounting and finance
Commitment to satisfying internal and external customers
Travel required: approximately 10% to 30%
A reasonable estimate of the current base salary range at time of posting is below.
Salary Range$175,000-$175,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
Auto-ApplyRisk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate
Finance planner job in Tampa, FL
JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
* Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
* Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
* Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
* Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
* Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
* Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
* Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
* Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
* Bachelor's degree or equivalent experience required;
* Knowledge of OFAC regulatory requirements;
* Banking experience inclusive of knowledge on banking processes, products, and controls;
* Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
* Advanced problem solving and critical thinking skills;
* Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
* Proven experience and extensive familiarity working in a complex multi-national organization
Auto-ApplyFinancial Reporting Analyst
Finance planner job in Moultrie, GA
FRESH. FORWARD. FLOWERS. Flowers Foods, Inc. (NYSE:FLO) is not just about baking; it's about crafting moments of joy with every delicious bite. With 2024 sales of $5.1 billion, and as one of the leading producers of packaged bakery goods in the United States, Flowers Foods brings passion to the table. From the wholesome goodness of Nature's Own and Wonder to the bold and artisanal flavors of Dave's Killer Bread, the rustic goodness of Canyon Bakehouse, and the sweet delights of Tastykake, each product is a celebration of taste and quality. Beyond the oven, Flowers Foods fosters a culture that values and reflects Honesty & Integrity, Respect & Inclusion, Sustainability, Passion, and Humility. With a commitment to innovation and a recipe for success, Flowers Foods is more than a bakery - it's a delightful journey into the heart of flavor and community.
Full-time employees are offered the following benefits:
* Comprehensive health and medical benefits
* 401(k) Retirement savings plan
* Professional growth and leadership training
* Paid vacation, holidays, and parental leave
Benefits may vary depending on your work location.
Bringing Home the Dough
To develop, analyze and report financial information to external and internal stakeholders. Stakeholders include internal management, board of directors, external auditors, Securities and Exchange Commission, among others. Position requires demonstration of competency for all on-the-job activities, Requires constant interaction with work group and other departments.
Rising to the Challenge: Position Responsibilities
Responsibilities include, but are not limited to:
* Assist in preparation of SEC reporting (10Q,10K, Proxy)
* Assist with the financial close including all processes and technical tools for generating consolidated financial statements
* Assist with lease accounting
* Perform ERISA plan audits
* Prepare internal management reporting package(s) (period and quarter) includes financial statements, flux analysis, and sales analysis
* Prepare Corporate financials (period and quarter) includes financial statements and flux analysis
* Assist with external and internal audit requests related to financial statement audits/reviews and SOX compliance (including SOC 1 testing)
* Prepare ad hoc reports and analysis upon request
* Prepare journal entries
* Reconcile bank accounts
* Reconcile general ledger accounts
* Balance intercompany accounts
* Practice and comply with all Company policies and procedures (EEO, Harassment, Safety, Sarbanes Oxley, etc.)
* Perform other duties deemed by management to be an integral part of the job, including but not limited to fulfillment of work schedules, adherence to attendance policies, and other operating rules, policies, and procedures
Knead to Know: Preferred Qualifications
* Minimum of 2 years' related experience required.
Additional Ingredients: Essential Job Requirements
* Bachelor's degree with an emphasis on Accounting
We offer a competitive salary and an excellent total rewards package. The salary range is $70,000 to $85,000. Interested job seekers who successfully complete the series of pre-screening questions and who appear to possess the basic qualifications for this position may be contacted for a telephone interview.
EEO Statement
Flowers is an Equal Opportunity Employer. Flowers encourages all qualified candidates to apply, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, veteran status, disability status, or people of any other characteristic protected by state or federal law. The job description above outlines the general nature and level of work expected from employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications for this position. Equivalent combination of education, experience, and skills may supplement above minimum job requirements.
If you need assistance with submitting your resume due to a medical condition or disability, please send an e-mail to Joanie Stringer at *************************** or (1) ***********.
Nearest Major Market: Tallahassee
Job Segment: Financial Analyst, Internal Audit, Accounting, Financial, Banking, Finance
ANALYST - CORPORATE FINANCE
Finance planner job in Fort Lauderdale, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management.
Responsibilities
Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions
Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities
Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors
Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics
Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties
Analyze market trends, competition and industry news.
This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned.
Qualifications
EXPERIENCE, EDUCATION, AND CERTIFICATIONS
A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required.
At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis.
Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred.
MBA, CFA or CPA is desirable
SKILLS
Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models
Knowledge of corporate finance and accounting
Experience analyzing company financials
Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner
Deeply analytical and thoughtful in analyzing a company's financials and growth prospects.
Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements
Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind
Understanding of worldwide gaming markets, performance and regulations.
Multiple language abilities a plus; fluency in English required.
Must possess strong communication and listening skills, excellent speaking, reading and writing.
Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas.
Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization.
Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols.
Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
Financial Analyst - Brewery
Finance planner job in Albany, GA
**Requisition ID:** 36455 Cheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our future... we're on the path to transforming the beverage industry. That requires remarkable individuals who are curious, tenacious, and never afraid to fail forward.
We seek, value and respect everyone's unique perspectives and experiences knowing that we are stronger together. We collaborate as a team and celebrate each other's successes.
Here's to crafting careers and creating new legacies.
Crafted Highlights:
In the role of Financial Analyst working in Albany, GA you will be part of the Brewery Finance team. You will provide finance support to various functions within and outside finance for budgeting, planning/forecasting, reporting, and analysis in variety of areas.
This position reports to Manager Brewery Finance and works closely with Technical Accounting, Performance Planning and Analysis (PP&A) and Internal Audit.
What You'll Be Brewing:
+ Obtain information from customers and business partners to draw conclusions about business processes, take a systematic approach to evaluating alternatives, and make recommendations to management
+ Use accountant principles and knowledge of internal controls to provide objective, timely, and accurate financial information
+ Use financial analysis techniques, tools, and concepts to provide practical counsel to business unit partners and to help drive business results
+ Review, evaluate, and prioritize tasks/project assignments and communicate key issues to management
Key Ingredients:
+ You have a Bachelor's degree in FinanceOR equivalent experience (4+ years) in the field of financial analyst
+ You have solid knowledge of GAAP and internals controls (CPA or CMA preferred)
+ You have strong excel skills and experience with financial software (SAP, Nielsen, Margin Minder and DCA preferred)
+ You love a challenge. You complete complex projects quickly and adeptly with your understanding of the business priorities
+ You build relationships and collaborate to get to the desired outcome
+ You take accountability for results - acting with integrity and honoring commitments
+ You have a thirst for learning - you are always looking for ways to learn and help one another grow
+ You exhibit our core values
Beverage Bonuses:
+ We care about our People and Planet and have challenged ourselves with stretch goals around our key priorities
+ We care about our communities, and play our part to make a difference - from charitable donations to hitting the streets together to build parks, giving back to the community is part of our culture and who we are
+ Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization
+ Ability to grow and develop your career centered around our First Choice Learning opportunities
+ Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources
+ On site Pub access to cool brand clothing and swag, top events and, of course... free beer and beverages!
+ Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences
Molson Coors is an equal opportunity employer. We invite applications from candidates of all backgrounds, race, color, religion, sex, national origin, age, disability, veteran status or any other characteristic. If you have a disability and believe you need a reasonable accommodation during the application or recruitment processes, please e-mail ******************** .
**Pay and Benefits:**
At Molson Coors, we're committed to paying people fairly and equitably for the work they do.
**Job Posting Total Rewards Offerings** : **$68,500.00** **-** **$89,900.00** (posting salary range) + **10** **%** target short term incentive + **$23,000** on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days).
The posting range provided above for salary is what we, in good faith, believe we would pay for this role at the time of this posting. We ultimately pay based on a number of non-discriminatory factors that inform pay decisions including but not limited to the required work location, previous work experience, skill set and internal equity.
Financial Services Professional
Finance planner job in Augusta, GA
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
Commission structure designed to grow with you
Renewable income and Bonus programs
Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP , and more
Retirement Savings Program
Investment Consultant - Plantation, FL
Finance planner job in Plantation, FL
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance