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Finance planner jobs in Clarksville, TN

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  • Investment Consultant - Chattanooga, TN

    Charles Schwab 4.8company rating

    Finance planner job in Chattanooga, TN

    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
    $68k-124k yearly est. 3d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Finance planner job in Richmond, KY

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible membersof the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1212 W Main St Suite B, Richmond, KY This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $61.8k-65.6k yearly 1d ago
  • Asset Analyst

    Kellton 3.9company rating

    Finance planner job in Shelbyville, TN

    Kellton is a seeking a IT Asset Analyst to help us support our leading global consumer goods company .This is a contract position out of their Shelbyville TN location. Title - - IT Asset Analyst Tenure - 3+ Months Location - Shelbyville TN This role is hybrid, will be in the office 2 days a week possibly 3 (five days during training). Here's a structured list of qualifications and skills for an entry-level candidate suited to roles in Hardware Asset Management (HAM), Software Asset Management (SAM), and Central Stockroom Receiving and Sourcing: ________________________________________ Core Qualifications • Associate's or Bachelor's degree in Information Technology, Business Administration, Supply Chain Management, or a related field. • 1-3 years of experience (internships or part-time roles acceptable) in IT operations, procurement, inventory control, or asset lifecycle management. • Basic understanding of IT hardware and software lifecycles, including procurement, deployment, maintenance, and retirement. ________________________________________ Technical Skills • Proficient in Microsoft Excel (pivot tables, VLOOKUPs, data validation) and Office 365 applications. • Understanding of hardware components (laptops, monitors, peripherals, network gear) and basic troubleshooting concepts. • Awareness of software licensing models (SaaS, perpetual, subscription) and entitlement tracking. • Ability to generate and interpret reports on inventory levels, asset lifecycle status, and compliance metrics. ________________________________________ Operational & Process Skills • Strong attention to detail for maintaining accurate asset and inventory records. • Ability to follow standard operating procedures (SOPs) and contribute to continuous improvement initiatives. • Basic understanding of receiving, warehousing, and shipping logistics, including RMA and returns processing. • Capable of performing physical inventory audits and reconciling discrepancies. • Knowledge of sourcing and vendor coordination practices, such as request for quotes (RFQs) and purchase requisition handling. ________________________________________ Analytical & Problem-Solving Skills • Ability to analyze asset data for trends, usage optimization, and cost savings opportunities. • Aptitude for identifying process inefficiencies and suggesting improvements. • Comfortable working with large datasets to validate information accuracy and compliance. ________________________________________ Soft Skills • Strong organizational and multitasking abilities in fast-paced environments. • Clear written and verbal communication skills for collaboration with IT, Finance, and Procurement teams. • Reliable, accountable, and able to maintain confidentiality of corporate and user data. • Customer-service oriented; able to support internal users courteously and efficiently. ________________________________________ Preferred Certifications (Optional but Beneficial) • CompTIA A+ or IT Fundamentals+ (for hardware/software foundations). • ITIL Foundation certification. • ServiceNow Certified System Administrator (CSA) or basic platform training. • SAM/HAM practitioner courses from IAITAM (CHAMP, CSAM) or equivalent.
    $47k-68k yearly est. 1d ago
  • Sanlam Financial Planner Mowbray

    Sanlam Ltd. 4.0company rating

    Finance planner job in Mowbray Mountain, TN

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand. What will make you successful in this role? 1. Assist in growing the Sanlam Adviser Business * Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. * Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market. Undertake relevant behaviours to attain targets relating to: * Revenue generation (Single and recurring premiums) * Activity quotas * Promote the Sanlam brand * Treating customers fairly to be applied to all client engagements * Role is aligned to your personal career aspirations 2. Networking, prospecting and leads generation * Face to face interactions, social or business, to create business opportunities. * Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. * Turning trusted relationships into business relationships. * Strengthening existing relationships by increasing the current service. * Use existing sources to establish opportunities across Sanlam businesses. * Personalised client value propositions. * Marketing on social media. * Undertake selected client focused activities to generate leads and informal prospecting opportunities. * Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structuring and implementing focused campaigns with new or existing clients in the defined market. * Requesting active and ongoing leads and referrals from others. * Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market. 3. Client consultations and sales * Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). * Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. * Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). * Provide sound personal financial planning advice. * Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio. * Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records accordingly. * Review clientââ â¢s portfolio annually by undertaking the above steps. 4. Client Service * Ensure all client interactions are ethical, courteous and professional. * Follow-up or refer all existing business queries to be resolved timeously through support. * Strive for excellent, value-added service to clients so that they do not seek competitor products or services. * Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market. * Initiate long term client relationships and maintain a relational focus. 5. Monitor, update and reporting (weekly/monthly) Document and present the following activities: * Number and profile of contacts, appointments, consultations. * Issued business and revenue against targets. * Update client details on records. * Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently Persuades - Contributing independently Build a successful career with us We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
    $57k-114k yearly est. 48d ago
  • Financial Planner & Analyst

    Five Star Parks & Attractions

    Finance planner job in Lexington, KY

    At Five Star Parks and Attractions, we create an exciting career for passionate individuals to share in bringing entertainment and fun to our guests! Our vision is to create a safe and fun space for families of all ages to have the best in modern entertainment. The Financial Analyst will assist in performing day-to-day analytical functions across Five Star Parks and Attractions. This position will routinely work with varying levels of management at both corporate and park level. Working closely with the finance and strategy teams, this position will be responsible for providing analytical services for park locations and Five Star Parks and Attractions initiatives. Accountabilities: (must live in surrounding area) Provide proactive analytics and reporting including identification of sales and margin trends, key monthly financial drivers, customer and business unit profitability analysis and other special projects to improve operational and financial performance. · Under general supervision, plans and executes pricing strategy development and detailed pricing analytics of a moderate to high complexity · Applies extensive knowledge and use of tools to perform system analysis as well as thorough analysis of business inquiry, navigating systems and processes for root cause · Analyzing park pricing initiatives and providing analytical support · Per cap variance review and analysis for sales and in-park spending across the company · Marketing analytical support on new campaigns and initiatives · Assist in the preparation of the business unit strategy meetings · Finanical analysis around macro-economic and industry trends · Assist with the preparation of the annual operating budget and provide expense variance analysis for departments · Special projects and other duties as assigned Principle Duties and Responsibilities: · Proven experience in working with cross-functional teams with differing priorities · Exceptional analytical and problem-solving skills. · Demonstrated success in developing new processes and improving existing ones. · Ability to thrive in a fast-paced environment and willingness to operate with flexibility. · Strong personal presence and persuasive communication skills · Develop and foster an analytical culture using historical and current operational data to drive impactful resourcing and investment decisions; and Assist in ad hoc strategic or operational projects that may arise from time to time. Skills/Competencies Require: Must be able to build and maintain relationships with key stakeholders throughout the organization · Must posses strong communication skills · Must have a proven ability to manage multiple projects with competing deadlines in a team environment · Must have strong analytical skills · Must be proficient in Excel, Power Point, and oter Microsoft Office products. Education, Qualifications and Experience: · Valid driver's license required · Authorized to work in the United States · Must have a bachelors degree in finance, accounting, or related business discipline · Must have at least two years of relevant business experience (financial planning, accounting) Job Type: Full-time Benefits: Health insurance Schedule: 8 hour shift Work Location: Remote
    $48k-89k yearly est. Auto-Apply 60d+ ago
  • Financial Security Planner

    The Strickland Group 3.7company rating

    Finance planner job in Louisville, KY

    Join Our Dynamic Insurance Team as a Financial Security Planner - Shape Client Success & Business Growth! Are you ready to take your career to the next level and make a measurable impact in one of the most stable and rewarding industries? We are seeking a results-driven, relationship-focused professional to join our high-performing insurance and financial services team as a Financial Security Planner. In this role, you'll play a pivotal part in aligning client goals with tailored financial solutions that drive long-term success-for both our clients and our business. Now Hiring: Financial Security Planner Whether you're an experienced planner or looking to grow your career in a high-impact, client-facing role, we provide the tools, training, and support to help you thrive. What You'll Do: Develop and manage strategic account plans to support client goals and maximize business opportunities. Serve as a trusted advisor by understanding client needs and aligning insurance and financial products accordingly. Coordinate cross-functional teams to deliver customized solutions and ensure seamless client service. Identify growth opportunities within existing accounts and build new client relationships through strategic outreach. Track account performance, KPIs, and engagement metrics to inform recommendations and planning. Collaborate with internal leadership to support business development and client retention strategies. Ideal Candidate Profile: ✔ Exceptional relationship management and communication skills ✔ Strategic thinker with a consultative approach to client service ✔ Highly organized and detail-oriented ✔ Proactive, self-motivated, and results-focused ✔ Experience in account planning, financial services, insurance, or consultative sales is a plus ✔ Comfortable working independently and as part of a collaborative team Why Work With Us? 💼 Flexible Work Structure - Choose full-time or part-time; remote or hybrid options available 📈 Career Advancement Opportunities - Pathways to leadership, account management, or business development roles 💰 Attractive Compensation Model - Competitive commissions, bonuses, and incentive programs 🧠 Comprehensive Training & Mentorship - Learn from experienced professionals and industry leaders 🏆 Recognition & Rewards - Celebrate your success with incentives, awards, and career milestones 🏥 Health Insurance Options - Available for qualified planners Your Strategic Mindset Can Drive Real Impact If you're passionate about building meaningful client relationships and creating solutions that deliver lasting value, this is your opportunity to thrive in a purpose-driven, high-reward environment. 👉 Apply today and start your journey as a Financial Security Planner-where your expertise shapes success. (Individual results may vary based on effort, commitment, and strategic execution.)
    $51k-100k yearly est. Auto-Apply 60d+ ago
  • Paraplanner - Financial Firm - Franklin, TN

    Advisor Employee Services 4.3company rating

    Finance planner job in Franklin, TN

    Paraplanner The Paraplanner role is essential in helping advisors prepare for key prospect appointments through documentation and analysis preparation of the Financial Plan Check-Up. This role is responsible for giving advisors the information and analysis necessary to present to prospective clients as they consider establishing a relationship with Beacon and making decisions about their financial future. It is the responsibility of the paraplanner to ensure accuracy of the information being collected and executed in the Financial Plan Check-Up. This role works with the operations team and advisors to ensure timely execution of tasks. This role requires a detailed-oriented individual who enjoys working in a dynamic, fast-paced, rapidly evolving environment. Successful paraplanner have: Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to respond effectively to sensitive issues. Responsibilities: Assists the financial advisors in all aspects of planning, portfolio analysis, and document prep. Paraplanner must be accurate and thorough while completing tasks with a deadline. Compile Portfolio Analysis for advisor to present to current and prospective clients. Assist the advisor in preparing documents for meetings with current and prospective clients. Utilize software and other tools to create projections of a client's portfolio to enable and ensure proper planning. Utilize software to create an analysis with multiple scenarios of a client's options when drawing Social Security benefits. Research topics and investments that advisors need more information on or would like to know more about. As needed, train new advisors and interns in the paraplanning process to ensure they understand the procedures and can help as needed. Assist with billing to include building reports, auditing accounts and other tasks as needed. Perform other miscellaneous tasks that advisors or others within the firm need help with. Key Traits: Accountability and demonstrated excellence in details and a thorough understanding of Beacon sales process. Other Critical Factors: Strong team player. Critical thinker that can identify issues and quickly offer solutions. Good decision-making skills and can offer RIA best practices and opportunities for RIA. Proven understanding of core RIA technology and software systems. Ability to manage deadlines, prioritize work and ensure seamless execution. Salary: 45,000-55,000 Benefits: Health Insurance PTO 401K Match Hours: Monday-Thursday: 8:30 am -5:00 pm Friday: 8:30 am - 4:00 pm Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
    $47k-93k yearly est. 60d+ ago
  • Financial Planner

    The Greater Midwest Financial Group 3.8company rating

    Finance planner job in Bowling Green, KY

    Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.
    $50k-75k yearly 5d ago
  • Emerging Financial Planner - TENNESSEE (5068)

    AXA Equitable Holdings, Inc.

    Finance planner job in Franklin, TN

    Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities * Build and manage relationships with clients to understand their financial goals and needs * Educate clients on financial products and services * Collaborate with senior advisors to deliver financial solutions * Stay current on market trends, financial regulations, and product offerings * Participate in ongoing training and certification programs Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: * Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation * Legal Professionals, experienced in compliance, trust management, and client advocacy * Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking * Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs * Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications * Bachelor's degree or equivalent skills * Strong interpersonal and communication skills * Proven ability to build trust and long-term relationships * Self-motivated with a growth mindset and entrepreneurial spirit * Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer * Structured training and mentorship * Competitive compensation with performance-based incentives * Benefits package including health and 401(k) retirement plan * Pathway to professional certifications and career advancement * Supportive, collaborative team environment * Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)
    $45k-86k yearly est. 29d ago
  • Paraplanner - Financial planning

    Crown Financial Group 4.1company rating

    Finance planner job in Memphis, TN

    Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. Responsibilities and Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 60% Financial Planning & Advice / Product Solutions Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients Develop portfolio/robust product solution recommendations that will fit the clients risk tolerance and time frame as well as develop appropriate product deliverables 40% Client Care / Business Management Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary. Manage and resolve client service problems Perform other allowable duties as assigned by the financial advisor(s) Key Traits of a Successful Paraplanner Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisors practice Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: College degree or higher 2+ years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
    $26k-45k yearly est. 30d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance planner job in Bowling Green, KY

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $61k-109k yearly est. Auto-Apply 60d+ ago
  • Bilingual Investment Analyst

    Toyota Tsusho America 4.6company rating

    Finance planner job in Farmington, KY

    We firmly believe that our employees drive the success of the company! With success in mind as the ultimate goal, we strive to create and provide an environment that offers challenging, stimulating and financially rewarding opportunities. We are looking for The Right One to join our team! What's In It For You? Competitive Salary with Bonus Opportunities Paid Time Off Comprehensive Medical, Dental and Vision Benefits (Low Premiums!) Flexible Spending and Health Savings Accounts 14 Paid Company Holidays 401(k) with Company Contribution Educational Tuition Reimbursement Summary Provides expertise and analysis to managers and other employees within the department while ensuring all work is completed to the highest standard. Works with minimum supervision. ESSENTIAL DUTIES AND RESPONSIBILITIES: The Investment Analyst is a key member of a small team of professionals in Toyota Tsusho America's Corporate Development and Investment group. The individual in this role will help drive growth through investment, M&A, and other strategic initiatives. A thorough understanding of our diverse businesses will be used to collaborate with existing divisions on existing market growth strategies. The analyst will evaluate new investment projects with business divisions for management approval and will support business units and subsidiaries even after the approval by monitoring financial activities of existing investment. The analyst will also serve as a liaison between TAI and its parent company in Japan. Conduct feasibility analysis on important investment projects of all group companies from a financial / strategic standpoint. Evaluate the financial health of company by analyze Income statement, Balance sheet and Cah Flow statement. Build strong relationships with key corporate functions, such as finance, accounting, and legal departments. Serve as a liaison between TAI and counter departments in a parent company in Japan. Communicate with the company's management to support their business decision making processes. Coordinate investment decisions in accordance with Toyota Tsusho group's policy by reviewing all investment proposals for management approval. Support subsidiaries' start up activities, such as guiding them to establish proper Control Process and Policy. Communicate with business divisions to provide suggestions, review notes and guide them to the correct approval process. Support and understand deal execution activities, including due diligence, financial modeling, and valuation analysis, and assist cross-functional deal teams. Some business travel required. SUPERVISORY RESPONSIBILITIES Responsibilities of supervisor expected. QUALIFICATIONS Bachelor's degree in finance and accounting. Minimum of 6-10 years of experience in financial planning and analysis, business valuation, and budget control. Experience with financial modeling. Candidate with strong analytical abilities. Requires critical thinking and problem-solving skills. Strong initiative and ability to manage multiple projects. Ability to work well with others in a fast-paced, dynamic environment. Willingness to trip throughout US, Canada, and Mexico Experience in the automotive industry will be helpful. Big 4 experience is a plus but not required. Candidate who has or is working toward passing CMA or CFA exam. COMPUTER SKILLS Advanced knowledge of Microsoft Office (emphasis on Excel & PowerPoint) Ability to utilize Excel functions, such as VLOOKUP, Power Query, and Macro is necessary. LANGUAGE SKILLS Business English writing/communication skills are required. Fluency in speaking, reading, and writing in Japanese. Our company is proud to be an equal opportunity employer! It is the policy and commitment of the company to maintain a work environment that provides equal employment opportunity (EEO) for all its employees and applicants. We are committed to providing equal employment opportunities without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, marital/domestic partner status, veteran status, disability, genetic information or any other applicable lawfully protected basis. This policy applies to all terms and conditions of employment. We seek to employ individuals qualified for a position by virtue of job-related educational standards, training, experience, and personal qualifications.
    $66k-107k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor Assistant

    Pinnacle Financial 4.1company rating

    Finance planner job in Nashville, TN

    At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. * We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor Assistant (FAA) should demonstrate commitment to delivering distinctive service. This position is responsible for supporting Financial Advisors in documenting and processing loans, establishing and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. * Assist advisors in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. * Effectively monitor portfolio risk in terms of delinquencies, maturities and overdrafts. Ensure the accuracy of critical data (i.e. risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days * Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. * Meet all the client's financial needs, both business and personal. Exhibit knowledge of the firm's treasury management, mortgage, trust, investments, insurance, etc. as needed for the client. * Assist other team members, including retail offices as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * High School Diploma or Equivalent. * Minimum of 10 years' experience in financial services. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. * Knowledge of bank services and products; including state and federal compliance regulations and requirements. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with problem-solving ability. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: NON-EXEMPT DATE: 05.08.2012 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age, genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $39k-82k yearly est. 1d ago
  • Corporate Functions (IT, Finance, HR)- Tennessee

    Little Leaf Farms

    Finance planner job in Manchester, TN

    Grow With Us at Little Leaf Farms Little Leaf Farms is on a mission to transform how fresh food is grown and delivered. Our state-of-the-art greenhouses use sustainable practices to produce the freshest, best-tasting leafy greens-grown locally, year-round. As we prepare to open a new site, we're building a strong pipeline of passionate, hardworking individuals interested in joining our operations team. Interested in a Future Role? Apply now to express your interest in joining our new facility once it opens. Submit your resume or complete our quick application form. We'll be in touch as hiring begins in 2026. Potential Roles May Include: Human Resources Business Partner / Manager Talent Acquisition Specialist / Recruiter IT Systems Analyst / Support Specialist Corporate Operations Requirements What We Look For: * Proven experience in your respective field * Strong communication and collaboration skills * Ability to thrive in a fast-paced, mission-driven environment * A passion for innovation, sustainability, and continuous improvement Why Little Leaf Farms? * Be part of a purpose-driven company that is reshaping the future of CEA * Work alongside passionate, talented professionals * Competitive compensation and benefits * Opportunity to grow with a rapidly expanding organization
    $46k-70k yearly est. 45d ago
  • Sr. Corporate Financial Analyst

    Waystar 4.6company rating

    Finance planner job in Louisville, KY

    As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. WHAT YOU'LL DO Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. Lead initiatives to identify opportunities for financial and operational improvements. Enhance business insights and reporting by leveraging PowerBI. Gathering, combining, and analyzing data from a variety of sources and systems Proactively and independently identify opportunities for improvement and communicate to management. WHAT YOU'LL NEED Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. 3-5+ years of similar work experience. Assurance or advisory experience with Big Four accounting firms is strongly preferred. Attainment or pursuit of CPA, CFA, or other relevant certifications. Experience working for a publicly traded company or private equity-backed business. Strong understanding of financial metrics, accounting concepts, and US GAAP. Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. Attention to detail and the ability to communicate financial information clearly to senior stakeholders. Self-motivated with the ability to manage multiple ongoing tasks and assignments. A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book™ surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS Competitive total rewards (base salary + bonus, if applicable) Customizable benefits package (3 medical plans with Health Saving Account company match) We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays Paid parental leave (including maternity + paternity leave) Education assistance opportunities and free LinkedIn Learning access Free mental health and family planning programs, including adoption assistance and fertility support 401(K) program with company match Pet insurance Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $45k-63k yearly est. Auto-Apply 60d+ ago
  • Analyst Corporate Development

    Regent Surgical 3.9company rating

    Finance planner job in Franklin, TN

    About the role The Analyst Corporate Development is critical to Regent's success in meeting its growth and profitability objectives. In collaboration with Business Development, Operations, Managed Care, Finance and other internal stakeholders, this individual will provide financial guidance and create detailed projections and analyses in support of our efforts to acquire and develop new ambulatory surgical centers (ASCs). This position reports to the Sr. Director Corporate Development. This position requires you to reside near the Franklin TN area and work onsite four days per week. DUTIES/RESPONSIBILITIES: Pro forma financial modeling Create pro forma financial models for ASC acquisition, merger, and de novo opportunities Collaborate with Business Development, Operations, and other internal stakeholders to determine appropriate assumptions used in the financial models Project surgical case volumes and reimbursement rates through a) mapping and manipulating available claims data and b) applying managed care contract assumptions Consolidate, map, and analyze historical financial data Produce pro forma financial statements and evaluate investment returns, including internal rate of return Review financial model results with internal stakeholders, advise of risks and mitigants, and make recommendations that improve the accuracy and viability of projects Develop presentation materials for internal investment approval meetings, as well as external meetings with leaders at target ASCs Perform look-back analyses to compare actual results to model Strategic financial analysis Attend strategy meetings to gain context to projects for more thoughtful analyses Conduct market evaluations to understand the local healthcare market and evaluate potential financial and strategic impacts Identify trends, advise internal teams, and consult with management to guide and influence long-term strategic decision-making Due diligence Lead and direct due diligence across multiple deals, which include comprehensive financial and operational analysis, quality of earnings, understanding the accounting/finance organization, and identification of potential integration considerations Qualifications Required: Two+ years of experience in finance, investment banking, healthcare consulting, or related field r Strong Microsoft Excel skills, PowerPoint Preferred: Bachelor's degree in Finance, Business, Accounting, or a related field Healthcare industry experience Transactional and M&A experience Ability to work and effectively communicate with senior-level colleagues Knowledge of financial reporting and data mining tools such as SQL, Access, etc. helpful
    $47k-60k yearly est. 14d ago
  • Analyst-Revenue Cycle Financial - HS Revenue Cycle Corporate

    Baptist Memorial Health 4.7company rating

    Finance planner job in Memphis, TN

    Provides analytical support for the Corporation through reporting and interpretation of healthcare data. Responsibilities Provides analytical support related to reimbursement to all levels of the organization. Assists hospital Business Offices in working payment variances in a timely manner. Assists with month end close process for Managed Care. Works to support the system in regards to insurance master structure and maintenance Completes assigned goals. Requirements, Preferences and Experience Education Preferred : MBA Minimum : Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience. Experience Preferred : Experience in decision support or managed care. In depth knowledge of managed care contract language. Minimum : Five or more years experience in healthcare data reporting area such as managed care or decision support role. Special Skills Minimum : Excellent communication skills and demonstrated ability to interact with multiple levels within an organization. Training Preferred : Epic HB Contracts Module Pathways Contract Management (PCON) experience. Minimum : Expert level Excel, including using pivot table, and slicers. About Baptist Memorial Health Care At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey. At Baptist, We Offer: Competitive salaries Paid vacation/time off Continuing education opportunities Generous retirement plan Health insurance, including dental and vision Sick leave Service awards Free parking Short-term disability Life insurance Health care and dependent care spending accounts Education assistance/continuing education Employee referral program Job Summary: Position: 1970 - Analyst-Revenue Cycle Financial Facility: BMHCC Corporate Office Department: HS Revenue Cycle Corporate Category: Finance and Accounting Type: Non Clinical Work Type: Full Time Work Schedule: Days Location: US:TN:Memphis Located in the Memphis metro area
    $44k-56k yearly est. 8d ago
  • Analyst-Revenue Cycle Financial - HS Revenue Cycle Corporate

    Baptist Anderson and Meridian

    Finance planner job in Memphis, TN

    Provides analytical support for the Corporation through reporting and interpretation of healthcare data. Responsibilities Provides analytical support related to reimbursement to all levels of the organization. Assists hospital Business Offices in working payment variances in a timely manner. Assists with month end close process for Managed Care. Works to support the system in regards to insurance master structure and maintenance Completes assigned goals. Requirements, Preferences and Experience Education Preferred: MBA Minimum: Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience. Experience Preferred: Experience in decision support or managed care. In depth knowledge of managed care contract language. Minimum: Five or more years experience in healthcare data reporting area such as managed care or decision support role. Special Skills Minimum: Excellent communication skills and demonstrated ability to interact with multiple levels within an organization. Training Preferred: Epic HB Contracts Module Pathways Contract Management (PCON) experience. Minimum: Expert level Excel, including using pivot table, and slicers. About Baptist Memorial Health Care At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey. At Baptist, We Offer: Competitive salaries Paid vacation/time off Continuing education opportunities Generous retirement plan Health insurance, including dental and vision Sick leave Service awards Free parking Short-term disability Life insurance Health care and dependent care spending accounts Education assistance/continuing education Employee referral program Job Summary: Position: 1970 - Analyst-Revenue Cycle Financial Facility: BMHCC Corporate Office Department: HS Revenue Cycle Corporate Category: Finance and Accounting Type: Non Clinical Work Type: Full Time Work Schedule: Days Location: US:TN:Memphis Located in the Memphis metro area
    $45k-68k yearly est. Auto-Apply 60d+ ago
  • Post-Grad Intern- Financial Analyst

    Job Listingsmemphis Grizzlies

    Finance planner job in Memphis, TN

    The Opportunity The Memphis Grizzlies are hiring a dynamic individual to provide analytical support to Finance with concentration on business analytics and reporting utilizing, leveraging Microsoft BI or other data visualization tools. This is a 12-month paid fellowship program, that is perfectly suited for a highly motivated individual new to their career. We're seeking someone with an analytical mindset and a strong work ethic. This position offers a unique opportunity to gain hands-on experience in financial analysis, modeling, and data analysis, while contributing to the overall financial health and growth of the Memphis Grizzlies. In This Role You Will Work closely with other departments to support accurate analysis and drive long-term insights and support decision-making in ancillary business initiatives. Measure, track, and report on key performance indicators across revenue channels and departments. Assist with budgeting and forecasting process by developing reports to track and analyze revenue and expense trends and variances. Work with large datasets to answer business questions. Support finance initiatives and cross-functional efforts. Conduct on-demand financial analysis and modeling. Assist with various League required reports. Provide analysis of League reports by helping to identify ways to improve profitability and cash flow of our Team. Other duties as assigned. The Experience You Will Bring Bachelor's degree in analytics, finance or other related field; Ability to effectively partner and collaborate with non-financial colleagues; Possess an analytical, critical thinking mind-set with the ability to utilize technology to increase efficiencies; Willingness to work overtime as needed to meet deadlines; Extensive knowledge of Excel and other Microsoft Office products; Ability to prioritize and handle conflicting deadlines; Excellent attention to detail, with effective organizational and communication skills. Nice to Have: Experience working with Accounting Applications, Salesforce, KORE Software, or related CRM applications; Experience with SQL, database strategy, and PowerBI (or other data visualization platforms); Knowledge of sports and entertainment, specifically NBA basketball. What We Offer At the Memphis Grizzlies our internships provide an opportunity for you to put your education into practice, develop your leadership skills and gives you a competitive advantage of working in professional sports at the end of your internship. In addition to offering a competitive hourly wage and paid holidays, we have a host of other tangible benefits. Keeping You Healthy Industry leading health coverage Wellness programs through EAP and Headspace Discounts and Perks Team Store Discounts Happy Hours and other fun activities Qualified parking and game night meals NBA Sponsored Discount Programs Employee Referral Bonuses Employee Recognition Programs Taking Time Off Generous paid holidays, including but not limited to, MLK Day, Juneteenth, July 4 th , Labor Day and more Professional Growth & Development Gain coveted work experience Develop and refine skills applicable to future careers Establish and foster critical networking connections Gain confidence and master professional soft skills Memphis Basketball LLC is an equal opportunity employer. We are committed to treating all applicants and team members fairly based on their abilities, achievements and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity or any other classification protected by law. Applicant Safety: The Memphis Grizzlies have been made aware of bad actors using our company's name for fake employment opportunities using social media and instant messaging platforms. The Memphis Grizzlies will never require candidates to send or deposit money in exchange for, or as a condition of, an offer of employment. The Grizzlies will also never ask for any sensitive personal information such as social security numbers, dates of birth, or bank account details via email, social media or messaging platforms, or during interviews. If you are contacted by anyone claiming to represent the Memphis Grizzlies and cannot confirm they are with our company, please contact us with the details. Not ready to apply? Connect with us for general consideration.
    $26k-38k yearly est. Auto-Apply 60d+ ago
  • Post-Grad Intern- Financial Analyst

    Memphis Grizzlies

    Finance planner job in Memphis, TN

    The Opportunity The Memphis Grizzlies are hiring a dynamic individual to provide analytical support to Finance with concentration on business analytics and reporting utilizing, leveraging Microsoft BI or other data visualization tools. This is a 12-month paid fellowship program, that is perfectly suited for a highly motivated individual new to their career. We're seeking someone with an analytical mindset and a strong work ethic. This position offers a unique opportunity to gain hands-on experience in financial analysis, modeling, and data analysis, while contributing to the overall financial health and growth of the Memphis Grizzlies. In This Role You Will Work closely with other departments to support accurate analysis and drive long-term insights and support decision-making in ancillary business initiatives. Measure, track, and report on key performance indicators across revenue channels and departments. Assist with budgeting and forecasting process by developing reports to track and analyze revenue and expense trends and variances. Work with large datasets to answer business questions. Support finance initiatives and cross-functional efforts. Conduct on-demand financial analysis and modeling. Assist with various League required reports. Provide analysis of League reports by helping to identify ways to improve profitability and cash flow of our Team. Other duties as assigned. The Experience You Will Bring Bachelor's degree in analytics, finance or other related field; Ability to effectively partner and collaborate with non-financial colleagues; Possess an analytical, critical thinking mind-set with the ability to utilize technology to increase efficiencies; Willingness to work overtime as needed to meet deadlines; Extensive knowledge of Excel and other Microsoft Office products; Ability to prioritize and handle conflicting deadlines; Excellent attention to detail, with effective organizational and communication skills. Nice to Have: Experience working with Accounting Applications, Salesforce, KORE Software, or related CRM applications; Experience with SQL, database strategy, and PowerBI (or other data visualization platforms); Knowledge of sports and entertainment, specifically NBA basketball. What We Offer At the Memphis Grizzlies our internships provide an opportunity for you to put your education into practice, develop your leadership skills and gives you a competitive advantage of working in professional sports at the end of your internship. In addition to offering a competitive hourly wage and paid holidays, we have a host of other tangible benefits. Keeping You Healthy Industry leading health coverage Wellness programs through EAP and Headspace Discounts and Perks Team Store Discounts Happy Hours and other fun activities Qualified parking and game night meals NBA Sponsored Discount Programs Employee Referral Bonuses Employee Recognition Programs Taking Time Off Generous paid holidays, including but not limited to, MLK Day, Juneteenth, July 4 th , Labor Day and more Professional Growth & Development Gain coveted work experience Develop and refine skills applicable to future careers Establish and foster critical networking connections Gain confidence and master professional soft skills Memphis Basketball LLC is an equal opportunity employer. We are committed to treating all applicants and team members fairly based on their abilities, achievements and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity or any other classification protected by law. Applicant Safety: The Memphis Grizzlies have been made aware of bad actors using our company's name for fake employment opportunities using social media and instant messaging platforms. The Memphis Grizzlies will never require candidates to send or deposit money in exchange for, or as a condition of, an offer of employment. The Grizzlies will also never ask for any sensitive personal information such as social security numbers, dates of birth, or bank account details via email, social media or messaging platforms, or during interviews. If you are contacted by anyone claiming to represent the Memphis Grizzlies and cannot confirm they are with our company, please contact us with the details.
    $26k-38k yearly est. Auto-Apply 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in Clarksville, TN?

The average finance planner in Clarksville, TN earns between $34,000 and $115,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Clarksville, TN

$63,000
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