Management Fast track Financial Professional
Finance Planner Job 45 miles from Jacksonville
Job DescriptionGrow with our dependable team. We are currently seeking managers to become part of New York Life’s Fast Track Partner program. Are you a leadership-oriented individual? You may be selected to become a Partner in our General Office.
A New York Life Partner’s responsibilities include the successful recruiting AND development of a team of salespeople, who would enjoy: • Comprehensive professional training • Competitive benefits • Significant income potential • The opportunity to work for a Fortune 100 company By joining New York Life as a Partner, your ability to become promoted to a Senior Partner or Managing Partner is determined based upon objective criteria.
Manager Requirements: • Life and Health License required • Series 6 or 7 and Series 63 preferred • Previous experience in Financial Services industry required • Previous experience in Insurance industry required • Previous sales experience required • Previously manage a team of individuals required • Knowledge of cultural markets a plus • Bilingual Speaking Spanish, Portuguese, other a plus • College Degree required You are a good ft if you are: • Highly motivated • Goal-oriented • A strong communicator • Organized • Seeking a rewarding and challenging career If you are interested in this management opportunity, please contact (Managing Partner Name).
About Us New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions.
We act in integrity and humanity in all our interactions with our policy owners, business partner and one another.
Grounded in both confidence and humility, we serve as stewards for the long term.
We are here for good, reflecting both permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our policy owners need us.
About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list.
New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.
M.
Best (A++); Moody’s (Aaa); and Fitch (AAA).
For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity.
51 Madison Ave, New York, NY 10010 IND123
Financial Advisor
Finance Planner Job In Jacksonville, NC
Financial Advisor --> Non-Corporate Jacksonville, NC • ID: JCX 2024 • Full-Time/Regular **4 out of 5 of our Advisors are veterans or military spouses** **Who we are:** First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.
**What our Advisors do:**
* Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community
* Coach military families on how to build a holistic financial plan including aspects of:
+ Savings
+ Investments
+ Insurance
**What we offer:**
* A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice
* Tools and support to guide you through the licensing process
* Opportunities for professional development
* The ability to be in control of your career trajectory and to be compensated based on your work and the results you achieve
* Portable career opportunities throughout the United States and overseas
**Desired Qualifications:**
* Military experience or association
* Bachelor's degree
* Proven leadership skills
First Command has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit *********************
In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.
**Required Skills**
#LI-BW1
Portfolio Analyst, Sponsor Finance
Finance Planner Job 45 miles from Jacksonville
About Us Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America's Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
How This Role Impacts Live Oak and its People
The Portfolio Analyst ("PA"), Sponsor Finance serves as an integral part of the bank's credit risk management and is responsible for collecting and analyzing financial data, completing financial spread analysis, testing financial covenants, and completing loan reviews, advances, renewals, and amendments. Additionally, PA provides support to more senior members of the Specialty Finance team, preparing diligence materials and providing valuable feedback on portfolio performance.
What You'll Do at Live Oak
* Collect and analyze financial information from assigned accounts through the life of the relationship.
* Responsible for reviewing and spreading financial statements.
* Ensures clients remain compliant with all conditions set forth in the loan documentation.
* Conduct on-boarding of new clients
* Manage operational complexity and inquiries from both external and internal stakeholders.
* Assist analysts with underwriting loan modifications/amendments/renewals accurately and timely in accordance with bank procedures and policy.
* Engage the deal team and credit team to guide underperforming client accounts.
* Identify underperformance and proactively identify root causes which may result in defaults under the loan documents.
* Work with internal partners to determine and carry out the appropriate response to underperformance to protect the bank's interests.
* Facilitate loan advance requests by working with the client as well as bank legal, credit, and operations departments.
* Assist with underwriting and closing advance requests under Delayed Draw Term Loan facilities.
* Responsible for monitoring and processing Revolver advances in a timely manner and pursuant to loan documents.
* Prepare diligence and presentation materials for ongoing loan reviews.
* Complete various projects as needed or as assigned by management.
How You'll Do It
* Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the detection and determent of unlawful activities.
* Take ownership of your primary responsibilities and goals; Pursue them with enthusiasm.
* Monitor and ensure that client credit files remain up to date. This will include creating client credit files, setting up reporting and covenant dashboards, and assisting with various reporting requirements.
* Prepare and deliver presentations in various department meetings on specific loans recommending appropriate action or structure of credits.
* Facilitate third-party engagements including valuations, appraisals, and field exams.
* Exhibit a sense of pride in helping clients and teammates achieve their respective goals.
* Exercise sound judgement; When needed, ask for help or guidance.
* Communicate effectively to set and meet realistic expectations.
* Complete additional tasks as needed by the specific lending team the PA supports.
* Travel may be required
Required and Preferred Experience
The successful candidate will have strong organizational skills, excellent verbal and written communication skills, and possess a high degree of financial statement analytical skills. Bachelor's degree in a related field or equivalent work experience of two or more years in a bank commercial lending department is highly preferred.
* Excellent verbal, written, interpersonal, and negotiation skills.
* Demonstrated experience in effectively writing/reviewing loan presentations that identify key risks and mitigants as well as conducting cash flow analysis and collateral evaluation.
* Strong customer service orientation with attention to detail.
* Strong credit and risk management skills with working knowledge of lending policies and procedures.
* Working knowledge of loan agreements, loan structuring, and collateral procedures.
* Ability to consistently make timely sound recommendations to management while ensuring bank policies and procedures are met.
* Uphold core values and build team member and customer relationships.
* Demonstrated experience utilizing credit software to capture credit applications; above-average PC skills including MS Office Applications (Word, Excel) and the ability to quickly learn new software / systems.
* Collaborative and highly coachable.
* Dependable and exhibit a strong work ethic.
To Thrive at Live Oak
* Gravitate to Growth - Shows adaptability and support for changes to improve organizational effectiveness.
* Communicate and Collaborate - Communicates clearly and thoughtfully, demonstrating empathy in teamwork.
* Eye of the Tiger - Gets positive results by taking personal responsibility for actions and team outcomes.
* Know Your Business - Curates and maintains a depth of knowledge and skill to perform one's job effectively.
* Customer at the Center - Provides customers with a personalized experience to achieve exceptional outcomes.
For a detailed overview of our employee benefits please visit: ***********************************
Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at ********************
EEO is the Law
Commitment to Diversity
Live Oak Bank is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience, and unique perspectives. This commitment is embodied in company policy and the way we do business at Live Oak Bank and is an important principle of sound business management.
The base pay range for this position is $55,000.00 - $90,000.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate's salary is determined by several factors including travel, relevant work experience or skills and expertise.
Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.
Wealth Advisor
Finance Planner Job 45 miles from Jacksonville
PBMares is currently seeking a Wealth Advisor to join our wealth management team! The Wealth Advisor will advise high net worth individuals on how to plan and protect their financial lives, ultimately helping the client create a vision for the future and helping that manifest for the client. The Wealth Advisor is accountable for advising clients on financial related issues; developing recommendations for asset management; assisting in the ongoing management of clients' marketable securities portfolios; and financial planning responsibilities, including retirement, risk management, estate and college planning for high-net-worth individuals (clients' assets over 500k.
PBMares Core Values
Integrity
Trust
Respect
Accountability
Caring
What that means for you:
Opportunity to develop leadership skills by in-charging assurance engagements and supervising junior team members.
Company investment of a minimum of 40 hours learning and development annually
Path to Partner Program
CPA Certification reimbursement and bonus program
The opportunity to grow and shape the future of the firm.
Full benefits: medical, dental, 401K match.
Paid Time Off
11 paid holidays per year
Flexible work schedule to include hybrid work environment.
Summer Hours- Friday half days (based on a minimum 40-hour work week)
What you will do:
Advise clients on financial related issues.
Develop recommendations for asset management.
Assisting in the ongoing management of clients' marketable securities portfolios
Perform financial planning responsibilities, including retirement, risk management, estate and college planning.
Meet with potential new clients and existing clients to determine appropriate actions relative to current financial objectives.
Prepare appropriate documentation to transfer client assets to PBMares Wealth Management
Make observations and recommendations to the Managing Director regarding improvements to workflow processes and procedures.
Build a meaningful book of business through direct marketing.
Develop prospects, strategic partners, and COIs (Centers of Influence)
Portfolio Analyst, Sponsor Finance
Finance Planner Job 45 miles from Jacksonville
About Us
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America's Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
How This Role Impacts Live Oak and its People
The Portfolio Analyst (“PA”), Sponsor Finance serves as an integral part of the bank's credit risk management and is responsible for collecting and analyzing financial data, completing financial spread analysis, testing financial covenants, and completing loan reviews, advances, renewals, and amendments. Additionally, PA provides support to more senior members of the Specialty Finance team, preparing diligence materials and providing valuable feedback on portfolio performance.
What You'll Do at Live Oak
Collect and analyze financial information from assigned accounts through the life of the relationship.
Responsible for reviewing and spreading financial statements.
Ensures clients remain compliant with all conditions set forth in the loan documentation.
Conduct on-boarding of new clients
Manage operational complexity and inquiries from both external and internal stakeholders.
Assist analysts with underwriting loan modifications/amendments/renewals accurately and timely in accordance with bank procedures and policy.
Engage the deal team and credit team to guide underperforming client accounts.
Identify underperformance and proactively identify root causes which may result in defaults under the loan documents.
Work with internal partners to determine and carry out the appropriate response to underperformance to protect the bank's interests.
Facilitate loan advance requests by working with the client as well as bank legal, credit, and operations departments.
Assist with underwriting and closing advance requests under Delayed Draw Term Loan facilities.
Responsible for monitoring and processing Revolver advances in a timely manner and pursuant to loan documents.
Prepare diligence and presentation materials for ongoing loan reviews.
Complete various projects as needed or as assigned by management.
How You'll Do It
Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the detection and determent of unlawful activities.
Take ownership of your primary responsibilities and goals; Pursue them with enthusiasm.
Monitor and ensure that client credit files remain up to date. This will include creating client credit files, setting up reporting and covenant dashboards, and assisting with various reporting requirements.
Prepare and deliver presentations in various department meetings on specific loans recommending appropriate action or structure of credits.
Facilitate third-party engagements including valuations, appraisals, and field exams.
Exhibit a sense of pride in helping clients and teammates achieve their respective goals.
Exercise sound judgement; When needed, ask for help or guidance.
Communicate effectively to set and meet realistic expectations.
Complete additional tasks as needed by the specific lending team the PA supports.
Travel may be required
Required and Preferred Experience
The successful candidate will have strong organizational skills, excellent verbal and written communication skills, and possess a high degree of financial statement analytical skills. Bachelor's degree in a related field or equivalent work experience of two or more years in a bank commercial lending department is highly preferred.
Excellent verbal, written, interpersonal, and negotiation skills.
Demonstrated experience in effectively writing/reviewing loan presentations that identify key risks and mitigants as well as conducting cash flow analysis and collateral evaluation.
Strong customer service orientation with attention to detail.
Strong credit and risk management skills with working knowledge of lending policies and procedures.
Working knowledge of loan agreements, loan structuring, and collateral procedures.
Ability to consistently make timely sound recommendations to management while ensuring bank policies and procedures are met.
Uphold core values and build team member and customer relationships.
Demonstrated experience utilizing credit software to capture credit applications; above-average PC skills including MS Office Applications (Word, Excel) and the ability to quickly learn new software / systems.
Collaborative and highly coachable.
Dependable and exhibit a strong work ethic.
To Thrive at Live Oak
Gravitate to Growth - Shows adaptability and support for changes to improve organizational effectiveness.
Communicate and Collaborate - Communicates clearly and thoughtfully, demonstrating empathy in teamwork.
Eye of the Tiger - Gets positive results by taking personal responsibility for actions and team outcomes.
Know Your Business - Curates and maintains a depth of knowledge and skill to perform one's job effectively.
Customer at the Center - Provides customers with a personalized experience to achieve exceptional outcomes.
For a detailed overview of our employee benefits please visit: ***********************************
Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at ********************
EEO is the Law
Commitment to Diversity
Live Oak Bank is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience, and unique perspectives. This commitment is embodied in company policy and the way we do business at Live Oak Bank and is an important principle of sound business management.
The base pay range for this position is $55,000.00 - $90,000.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate's salary is determined by several factors including travel, relevant work experience or skills and expertise.
Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.
Financial Advisor - Jacksonville, NC
Finance Planner Job In Jacksonville, NC
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program.
Job Description
As a Thrivent Financial advisor, you'll:
+ Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
+ Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
+ Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
+ Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
+ Have the flexibility to control your schedule, allowing for work-life balance.
+ Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
+ Self-disciplined, independent and driven to succeed.
+ Motivated by helping others and seeing them achieve their goals.
+ A natural coach or guide with strong interpersonal skills.
+ Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
+ Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
+ Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
+ Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
+ Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
+ Medical, dental, vision, disability and accidental death and dismemberment insurance.
+ Pension, 401(k) and retiree medical plans.
+ Ongoing support, training and opportunity for professional growth.
+ Well-being programs to help you manage your physical, emotional and financial health.
+ Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
+ Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to **************************** or call ************ and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
Financial Advisor
Finance Planner Job 45 miles from Jacksonville
Becoming a Financial Advisor
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
Financial Representative
Finance Planner Job 45 miles from Jacksonville
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
Career Foundation Program (CFP) - Corporate Finance Track - May/Spring 2025 Graduates
Finance Planner Job 40 miles from Jacksonville
If you are currently employed at Smithfield, please log into Workday and submit your application through the Jobs Hub.
A great job-and a great future-awaits you at Smithfield Foods. We are an American food company with a leading position in packaged meats and fresh pork products. We're looking for motivated people who want to join our team and grow lasting and meaningful careers with us. Apply Now!
Your Opportunity
Our team members receive industry-competitive salaries and are eligible for great benefits packages:
Competitive Pay
Comprehensive Health Insurance, Retirement Benefits and More
Education benefit available to full and part-time Smithfield team members on their first day of employment.
Open to moving? We will help! Ask about our Relocation Assistance packages!
The Career Foundation Program (CFP) is to designed to provide an opportunity for recent college graduates to explore career options through a function-specific rotation. The program is divided into tracks, each of which is oriented towards a different part of the Company's operations. The program provides the CFP Associate with an opportunity to learn about an aspect of the Company's business while simultaneously seeking a new position to launch a career with Smithfield. Company senior leaders, along with an assigned manager, mentor and program manager, will be available to provide guidance, training, and partnership throughout the CFP Associate's assigned rotations. Rotations can last anywhere from 18-months to 24-months depending on the rotational track the Associate enters. Rotational tracks are based on functional area, which include the following:
Business
Commodities
Corporate - Finance (5 openings in VA, 1 opening in NC)
Demand Planning
Distribution
Field HR
Fresh Sales
Grain Procurement
Hog Procurement
Industrial Engineering
IT Engineering
Marketing
Operations
Operations - Finance
Procurement
Transformation
Transportation
Our CFP Associates are expected to contribute to the goals of each department to which they are assigned. They will assist in problem-solving, assume leadership roles for certain projects, help the department achieve both short and long-term objectives, and in general deliver high-level results that exceed expectations. The Career Foundation Program is designed for high potential college/university graduates who can quickly adapt to new environments, show initiative, and take on increasingly complex project responsibilities.
Once the CFP Associate has spent 12 months in the program, they may begin to apply for open positions for which they are qualified and in which they are interested, while at the same time continuing in their functional rotations. Selections for all positions at Smithfield are merit-based so while securing a new position is likely it cannot be guaranteed. Throughout their rotations and their internal job searches, the CFP Associates will receive guidance and career counseling from mentors, managers, and Talent Acquisition Specialists.
CFP Associates will be required to provide proof of graduation prior to their actual start.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. May perform other duties as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals to perform the essential functions
.
Bachelor's Degree from a regionally accredited four-year college or university; or currently enrolled college student with an anticipated graduation by end of current semester.
Be able to relocate one to two times during rotation.
Must possess a high level of professionalism, discretion and ability to self-manage his/her time from remote locations.
Excellent written and oral communication skills
Proficient in Word, PowerPoint, and Excel.
Travel up to 15-25% of time. Periodic overnight travel required.
Currently authorized to work in the U.S.
Valid state driver license with acceptable driving record (depending on rotational track)
Ability to work well with others in fast paced, dynamic environment.
Ability to be respectful, approachable and team oriented while building strong working relationships and a positive work environment.
Work Environment & Physical Demands
The work environment characteristics & physical demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Office, facility and laboratory environment to include lifting, stretching, bending, reaching, walking, climbing, travel by car and aircraft.
The majority of the time is spent in an office setting outside of the production plant. The plant environment will include wet or humid conditions (non-weather related), extreme cold and heat (non-weather related), working near moving mechanical parts, exposure to fumes or airborne particles, and chemicals.
Noise level in the work environment is usually moderate but can be loud when in the production area.
Occasionally lift and/or move up to 25 pounds.
Specific vision includes close vision and ability to adjust focus.
Frequently required to sit, use hands to handle, or feel, and talk or hear.
EEO/AA Information
Smithfield is an equal opportunity employer committed to workplace diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, gender identity, protected veterans status, status as a disabled individual or any other protected group status or non-job characteristic as directed by law.
If you are an individual with a disability and would like to request a reasonable accommodation for any part of the employment selection process, please call us at ************.
Merrill Experienced Financial Advisor
Finance Planner Job 45 miles from Jacksonville
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
Wealth Advisor
Finance Planner Job 41 miles from Jacksonville
PBMares is currently seeking a Wealth Advisor to join our wealth management team!?The Wealth Advisor will advise high net worth individuals on how to plan and protect their financial lives, ultimately helping the client create a vision for the future and helping that manifest for the client.? The Wealth Advisor is accountable for advising clients on financial related issues; developing recommendations for asset management; assisting in the ongoing management of clients? marketable securities portfolios; and financial planning responsibilities, including retirement, risk management, estate and college planning for high-net-worth individuals (clients? assets over 500k.
?
PBMares Core Values
* Integrity
* Trust
* Respect
* Accountability
* Caring
?
What that means for you:
* Opportunity to develop leadership skills by in-charging assurance engagements and supervising junior team members.
* Company investment of a minimum of 40 hours learning and development annually
* Path to Partner Program
* CPA Certification reimbursement and bonus program
* The opportunity to grow and shape the future of the firm.
* Full benefits: medical, dental, 401K match.
* Paid Time Off
* 11 paid holidays per year
* Flexible work schedule to include hybrid work environment.
* Summer Hours- Friday half days (based on a minimum 40-hour work week)
?
What you will do:
* Advise clients on financial related issues.
* Develop recommendations for asset management.
* Assisting in the ongoing management of clients? marketable securities portfolios
* Perform financial planning responsibilities, including retirement, risk management, estate and college planning.
* Meet with potential new clients and existing clients to determine appropriate actions relative to current financial objectives.
* Prepare appropriate documentation to transfer client assets to PBMares Wealth Management
* Make observations and recommendations to the Managing Director regarding improvements to workflow processes and procedures.?
* Build a meaningful book of business through direct marketing.
* Develop prospects, strategic partners, and COIs (Centers of Influence)
Operations Finance Analyst II
Finance Planner Job 45 miles from Jacksonville
At Thermo Fisher Scientific, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life - enabling our customers to make the world healthier, cleaner and safer. We provide our teams with the resources needed to achieve individual career goals while taking science a step beyond through research, development and delivery of life-changing therapies. With clinical trials conducted in 100+ countries and ongoing development of novel frameworks for clinical research through our PPD clinical research portfolio, our work spans laboratory, digital and decentralized clinical trial services. Your determination to deliver quality and accuracy will improve health outcomes that people and communities depend on - now and in the future.
As an Operations Finance Analyst II you will contribute to the achievement of financial and business objectives through accurate and timely financial analysis and reporting. Works cross-functionally with operations, commercial finance, and finance to resolve issues related to any of the following: revenue, costs, contract values, billing, balance sheet management, financial reporting, financial tools and processes.
**Essential Functions**
+ Administers the daily financial management of a moderately complex project portfolio and/or special assignments.
+ Identifies and resolves issues related to contract modifications, contract values, and contract deliverables.
+ Performs analysis of budget to actual data on monthly, quarterly, and annual bases and for revenue calculations and forecasting; and/or prepares payment schedules/invoice back-ups and/or process invoices maintaining cash neutrality; and/or performs regular reconciliations and analysis of revenues and billing on a project and company level; and/or creates trackers, financial tools, dashboards and provides technical solutions by manipulating large datasets and compiling data.
+ Analyzes cost assignments, ensuring that all assigned projects adhere to accepted cost accounting standards.
+ Coordinates and supervises deliverables of assigned projects and manages outcomes to corporate targets.
+ Tracks, maintains and/or interpret project information and budgets within the project accounting system; and/or takes part in reviewing and development of financial reports, tools, systems, policies and processes in support of financial management process and improved efficiency.
+ Coordinates with other staff to ensure sponsors are invoiced in a timely and accurate manner, all amounts are collected, any remaining final balances are appropriately cleared; and/or the agreed financial processes are followed and regularly reviewed for further automation and optimization.
+ Supports management in assessing and minimizing the risk on revenue and gross profit and/or balances associated with assigned balance sheet accounts and/or financial processes and tools.
+ Interacts with leadership through the presentation of database extracts and datasets, tools, models, data analysis, and dashboards.
+ Serves as a mentor and lead for team members
**Education and Experience:**
+ Bachelor's degree or equivalent and relevant formal academic / vocational qualification.
+ Previous experience that provides the knowledge, skills, and abilities to perform the job (comparable to 2+ years).
In some cases an equivalency, consisting of a combination of appropriate education, training and/or directly related experience, will be considered sufficient for an individual to meet the requirements of the role.
**Knowledge, Skills, and Abilities:**
+ Ability to function as an effective and respected partner to internal clients
+ Proven ability to adapt quickly to new systems and processes
+ Confidence to handle sensitive information and make sound recommendations
+ Ability to juggle multiple tasks while still delivering high quality results
+ Strong analytical and quantitative skills and ability to handle data effectively
+ Strong written and oral communication skills
+ Strong organizational and project administration skills
+ High level of proficiency in Microsoft Excel and PowerPoint for analysis and presentation of data, for roles with more technical focus previous experience with SharePoint / VBA / SQL / Power BI / RPA (comparable to 1+ years) will be an advantage.
+ Strong understanding of accounting/financial principles and regulations/legal requirements, for roles with more accounting focus a professional accounting qualification - ACCA / CPA / CIMA or equivalent will be an advantage
**Working Environment:**
We value the health and wellbeing of our employees. We support and encourage individuals to create a healthy and balanced environment where they can thrive. Below is listed the working environment/requirements for this role:
+ Work is performed in an office environment with exposure to electrical office equipment.
+ Occasional drives to site locations with occasional travel both domestic and international.
+ Long, varied hours may be required.
**Our 4i Values:**
Integrity - Innovation - Intensity - Involvement If you resonate with our 4i values above, and ultimately wish to accelerate the delivery of safe and effective therapeutics for some of the world's most urgent health needs, submit your application - we'd love to hear from you!
Our Mission is to enable our customers to make the world healthier, cleaner and safer. Watch as our colleagues explain 5 reasons to work with us. As one team of 100,000+ colleagues, we share a common set of values - Integrity, Intensity, Innovation and Involvement - working together to accelerate research, solve complex scientific challenges, drive technological innovation and support patients in need. #StartYourStory with PPD, part of Thermo Fisher Scientific, where diverse experiences, backgrounds and perspectives are valued.
**Apply today!** ********************************
Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.
**Accessibility/Disability** **Access**
Job Seekers with a Disability: Thermo Fisher Scientific offers accessibility service for job seekers requiring accommodations in the job application process. For example, this may include individuals requiring assistance because of hearing, vision, mobility, or cognitive impairments. If you are a job seeker with a disability, or assisting a person with a disability, and require accessibility assistance or an accommodation to apply for one of our jobs, please submit a request by telephone at ***************. Please include your contact information and specific details about your required accommodation to support you during the job application process.
+ This telephone line is reserved solely for job seekers with disabilities requiring accessibility assistance or an accommodation in the job application process. Messages left for other purposes, such as not being able to get into the career website, following up on an application, or other non-disability related technical issues will not receive a response.
Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.
Financial representative
Finance Planner Job 45 miles from Jacksonville
Contract type: Full-time Industry: Financial Services Date published: 11-01-2024 **About the role** Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. **About Modern Woodmen of America**
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
* Our representatives provide financial guidance and products to help members protect their families and their futures.
* Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
* Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
**About you**
* Show integrity and character.
* Demonstrate leadership skills.
* Team-oriented.
* Focus on results/success driven.
* Can or have overcome adversity.
* Grow by helping others.
* Show volunteer spirit in the community.
* Look for self-improvement opportunities.
* Enjoy building long-term relationships.
* Credible, trustworthy and honest.
**Education and training**
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
**Qualifications**
* Passion for bettering members' financial lives.
* Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
* Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
**Benefits and perks**
* Paid medical and dental insurance.
* 401(k) retirement plan with company match.
* Noncontributory pension plan.
* Group term life insurance.
* Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
GAP Acquisition Strategy Analyst
Finance Planner Job 45 miles from Jacksonville
Purpose of the role
To extract meaningful insights from complex data sets, developing robust decision models, and presenting actionable recommendations to stakeholders across the departments.
Accountabilities
Identification and extraction of relevant data from various internal and external sources.
Performing sensitivity analysis and scenario planning.
Monitoring and evaluation of the performance of existing models.
Development and implementation of data quality control procedures.
Building and validation of quantitative models to support decision-making across different business areas.
Assistant Vice President Expectations
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Take the next step in your career as a Gap Acquisition Strategy Analyst on our team at Barclays! In this role, you will focus on all aspects of credit strategy within the retail acquisition space. This will include elements of loss forecasting, improving the underwriting process, implementation testing, and generating dashboards. You will be required to keep up with and perform within the regulations and control guidelines. This is an exciting opportunity to join a team that has lots of visibility within the bank and ample opportunity for growth.
To be successful as a Gap Acquisition Strategy Analyst, you should have:
• 3+ years Credit Strategy experience
• Practical experience utilizing SAS, SQL, Microsoft Office
• Familiarity with loss forecasting, improving the underwriting process, and implementation testing
Some other highly valued skills may include:
• Knowledge of statistic principals
• Ability to understand the nuance of strategy
• Knowledge of credit regulations and controls
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is located in Wilmington, DE.
Budget Analyst
Finance Planner Job 45 miles from Jacksonville
TITLE: Budget Analyst QUALIFICATIONS: 1. Bachelor's degree in Accounting, Business, or Finance required. 2. Extensive knowledge required in the following areas: Generally Accepted Accounting Principles, spreadsheet programs and accounting software. 3. Five years of experience in budget analysis, auditing, governmental accounting or a related field required.
REPORTS TO: Budget Supervisor
JOB GOAL: To assist with the budget development and monitoring process; provide technical assistance and program support in the preparation, coordination and monitoring of assigned budget programs.
Terms of Employment: 12 mth
Starting Salary and/or Grade: Grade 75
Please click the link below for full job description
DoD Personal Financial Counselor; Camp Lejeune, NC
Finance Planner Job In Jacksonville, NC
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
* Provides personal financial counseling and management services directly to service members and their families.
* Assists service members in establishing a spending plan for extended absences.
* Develops and makes available informational financial materials to service members and families.
* Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
* Responds to requests for age-appropriate classes or seminars.
* Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
* Manages duty to warn situations according to Department of Defense (DoD) protocol.
* Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
* Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
* All other duties as assigned.
Other Job Requirements
Responsibilities
Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Must have over a thousand hours of financial counseling experience.
General Job Information
Title
DoD Personal Financial Counselor; Camp Lejeune, NC
Grade
21
Work Experience - Required
Work Experience - Preferred
Financial Counseling
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other
License and Certifications - Preferred
Salary Range
Salary Minimum:
$45,655
Salary Maximum:
$68,485
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
Client Advisor for Personal Lines
Finance Planner Job 45 miles from Jacksonville
Job Description: Wells Insurance is one of the largest and most established insurance agencies in North Carolina. Currently representing A+ rated regional and national carriers and providing coverage to individuals and corporations in 36 states, we remain a community-minded, family-owned company. Become a part of the legacy and future of Wells insurance. We are thriving and growing after four generations and 100 years in business, helping our customers with all of their insurance needs.
Our company is focused on creating a supportive atmosphere, balancing work and life needs, having fun, and giving back to our community.
WE WANTWells Insurance is seeking a highly motivated, detail-oriented, and computer-proficient Client Advisor for our Personal Insurance division, located in Wilmington, NC. Most important to us is that you are a solid team member who can facilitate positive and productive client experiences. We also want someone who will:
Take initiative.
Act professionally in all communication with the team, clients, and carriers.
Be able to review policies and answer customer questions based on your professional qualifications and product knowledge.
Most important to us is that you are a solid team member who can facilitate positive and productive experiences between account managers, carriers, and our valued clients.
Job Requirements:
Valid NC Property & Casualty insurance license.
Personal lines insurance industry experience (1+ years).
Customer service/sales experience (1+ years).
Ability to pass a background check.
High school diploma or equivalent.
Preferred Qualities:
Experience using Applied System's EPIC software.
Positivity, teamwork, inquisitiveness, flexibility.
Enthusiasm and desire to learn new things.
Excitement to embrace change.
Sense of humor!
WE OFFER
Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence.
Pay based on your experience.
Paid ongoing training and continuing education credit hours and additional licensing.
Medical Insurance
Dental, vision, short and long-term disability, life, and critical illness insurance.
Company sponsored 401(k) plan with matching company contribution.
Paid Time Off
Paid Volunteer Leave
Paid Holidays
Hybrid work schedules
PLUS: Fun perks like themed celebrations, community give-back events, and the infamous Wells Corporate Cup competition!
Check out this video to see what it's like to work with Wells!
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YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice!
IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Financial Counselor
Finance Planner Job 45 miles from Jacksonville
The Financial Advocate is responsible for resolving billing and insurance concerns for all acute care centers, ambulatory surgical centers, and clinics. Responsible for the review of the patient financial information and the communication with the patient, and/or responsible party, of any third-party reimbursement coverage and/or the portion due from the patient for healthcare services. Counselor will complete a social and financial assessment and appropriately refer patients who have no insurance coverage or qualify for financial assistance to a medical eligibility agency for potential assistance through Federal, State, or local healthcare programs. Responsible for the collection of payment or setting up payment plans prior to services being rendered, at time of admission, or during the discharge process.
Responsibilities
It is the responsibility of every Novant Health team member to deliver the most remarkable patient experience in every dimension, every time.
+ Our team members are part of an environment that fosters team work, team member engagement and community involvement.
+ The successful team member has a commitment to leveraging diversity and inclusion in support of quality care.
+ All Novant Health team members are responsible for fostering a safe patient environment driven by the principles of "First Do No Harm".
Qualifications
+ Education: High School Diploma or GED, required.
+ Experience: 3 years of Registration, insurance verification, financial counseling, and patient accounting experience, required. 1 year of experience in an hospital or healthcare setting, required.
+ Licensure/Certification: NAHAM or HFMA certification within two years of hire, required.
+ Additional skills required: Personality traits of patience, empathy and compassion. Excellent written and verbal communication skills required. Ability to speak clearly and concisely with a pleasant telephone voice. Must be able to function in a fast-paced environment. Willing to work and contribute in a team environment. Ability to balance and prioritize multiple tasks. Ability to work under pressure and in collaboration with a variety of individuals in various positions. Flexible to change. Listens effectively. Ability to navigate a computer while on telephone. Demonstrates advanced knowledge of Billing/Finance processes, practices and concepts, registration, insurance verification and benefits, managed care and government payors. Basic accounting. Knowledge of Medical terminology and/or Medical claims. Demonstrates ability in customer service problem resolution and relationship building. Must type 40 wpm minimum. Excellent analytical skills. Expected to become proficient in epic and legacy practice management systems with successful completion of all related competencies. Ability to drive/travel to multiple facilities/locations as needed.
+ Additional skills preferred: Thorough knowledge of Federal and State laws as they apply to charity care, agency assistance, and debt collection preferred. EPIC software experience.
Job Opening ID
15951
Financial Analyst
Finance Planner Job 45 miles from Jacksonville
Mindlance is a national recruiting company which partners with many of the leading employers in the Life Sciences, IT, and Financial Services sectors, feel free to check us out at *************************
Job Description
The basic purpose of this position is to meet deadlines of monthly financial close schedule including income statement, balance sheet, DSO and management reporting. Responsibilities may include: Monthly close of business entities Preparation of income statements, balance sheets, DSO, and management reporting Analyze variances between actual month to month and budgets Preparation of subsidiary ledgers that tie to the general ledger
QualificationsEducation and Experience:
BS Degree in Accounting or equivalent combination of education, training, and experience that provides the individual with the required knowledge, skills, and abilities Understanding of GAAP essential Knowledge,
Skills and Abilities:
- Significant excel skills including v-lookup, pivot tables, "sumif” formulas, linking between sheets, and other advanced functionality
- Familiar with data management concepts including check figures, hash totals, "countif” formulas, data standardization and other related concepts
- Ability to adapt to new situations and apply professional judgement. Ability to identify the need for escalation and communication of issues to management.
- Must be detail oriented and be able to multi task daily
Special Notes:
Excel Proficiency is REQUIRED - Must be able to work in the Wilmington NC office. - Looking for someone with 2 - 4 years experience, but open to a recent grad with no experience, if they have strong/expert excel and data skills. (bill rates for recent grad should be appropriate for this level). - will consider experienced professional with no degree that has strong excel skills with Fin systems/ documents. - We need someone who can start ASAP, 8 week assignment.
Financial Analyst - Trucking
Finance Planner Job 38 miles from Jacksonville
Job Description
is onsite near Kinston, NC. Applications will be accepted until position is filled!**
Apply for our Account & Costing Analyst position today to join our growing team in Kinston, NC! Working under the direction of the Corporate Controller, this position will conduct data analysis of corporate cost, develop data for costing models, analyze the cost structure of various lines of business, and develop activity based costing models.
BENEFITS
Financial Analysts receive weekly pay!
Financial Analysts are awarded Full Benefits!
Financial Analysts can enroll in 401k and Profit Sharing
Financial Analysts can elect a Flexible Spending Account
Financial Analysts earn Vacation Pay
Financial Analysts earn Holiday Pay
Financial Analysts are eligible for Tuition Reimbursement
And more!
Financial Analyst Job Functions:
Gather and analyze operations financial data
Determine standard costs and investigate variances of actual costs.
Assist management in making decisions based on costs and benefits including investments, market growth and pricing changes.
Assist with the creation and managing of budgets.
Monitor changes in processes or methods to calculate the effects on overall costs.
Suggest cost reducing or profit improvement solutions.
Conduct market research to support future business planning.
Other tasks as needed.
Financial Analyst Job Functions:
Four-year degree in Accounting or Finance
Up to three year's experience as a cost analyst, cost specialist or similar role.
Experience in data, operations or financial analysis.
Excellent written and oral communications skills.
Demonstrated attention to detail
Advanced computer skills particularly using Excel
CPA preferred, but not required.
Company DescriptionFamily-owned and operated since 1949, Tidewater Transit has been leading the industry in CDL-A Hazmat/Tanker liquid and dry bulk transportation. We have been nationally recognized for our commitment to safety and product stewardship by the National Tank Truck Carriers Association and the Commercial Carrier Journal. We have physical terminals in North Carolina, South Carolina, Georgia, Alabama, Florida, Tennessee, and Texas, as well as Central Dispatch for those CDL A Hazmat Tanker Drivers living outside of those states!Company DescriptionFamily-owned and operated since 1949, Tidewater Transit has been leading the industry in CDL-A Hazmat/Tanker liquid and dry bulk transportation. We have been nationally recognized for our commitment to safety and product stewardship by the National Tank Truck Carriers Association and the Commercial Carrier Journal. We have physical terminals in North Carolina, South Carolina, Georgia, Alabama, Florida, Tennessee, and Texas, as well as Central Dispatch for those CDL A Hazmat Tanker Drivers living outside of those states!