We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders.
Key Responsibilities:
Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness.
Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits.
Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution.
Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners.
Assist with audits, modeling and board reporting related to equity compensation
Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll
Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel
Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters
Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment.
Qualifications:
3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company
Excellent attention to detail and strong organizational skills
Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations
Proficiency with equity platforms such as Shareworks
Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes
Ability to handle sensitive information with confidentiality and discretion
Strong communication skills, with the ability to explain equity topics to stakeholders
Familiarity with deferred compensation, 409A and private company equity best practices a plus
CEP Level I is a plus
We encourage a hybrid schedule with in-office time at one of our locations in Boston, Pittsburgh, or Las Vegas to support collaboration.
The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process.
Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more.
Salary Range$109,000-$142,000 USD
Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more.
Our journey is always people first.
We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move.
Higher purpose, greater impact.
We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do.
Scale up, not starting up.
Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges.
Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube.
Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
$109k-142k yearly Auto-Apply 2d ago
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Senior Equity Analyst
Motional
Finance planner job in Las Vegas, NV
We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders.
Key Responsibilities:
Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness.
Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits.
Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution.
Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners.
Assist with audits, modeling and board reporting related to equity compensation
Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll
Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel
Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters
Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment.
Qualifications:
3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company
Excellent attention to detail and strong organizational skills
Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations
Proficiency with equity platforms such as Shareworks
Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes
Ability to handle sensitive information with confidentiality and discretion
Strong communication skills, with the ability to explain equity topics to stakeholders
Familiarity with deferred compensation, 409A and private company equity best practices a plus
CEP Level I is a plus
We encourage a hybrid schedule with in-office time at one of our locations in Boston, Pittsburgh, or Las Vegas to support collaboration.
The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process.
Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more.
Salary Range$109,000-$142,000 USD
Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more.
Our journey is always people first.
We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move.
Higher purpose, greater impact.
We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do.
Scale up, not starting up.
Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges.
Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube.
Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
$109k-142k yearly 13d ago
J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, NV
JPMC
Finance planner job in Las Vegas, NV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$49k-102k yearly est. Auto-Apply 60d+ ago
Financial Consultant
New York Life-Las Vegas 4.5
Finance planner job in Las Vegas, NV
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the 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.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************
Compensation:
$92,000 - $110,000 yearly
Responsibilities:
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Qualifications:
Must have effective relationship management skills
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Must have the ability to successfully network and prospect for new clients
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Awards & Accolades
We're proud of our financial strength
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody's)
AA+ Very Strong (Standard & Poor's)
$92k-110k yearly 16d ago
Board Certified Behavior Analyst or Board Certified Assistant
Genesis New Beginnings LLC
Finance planner job in Las Vegas, NV
Job DescriptionBenefits:
Competitive salary
Dental insurance
Health insurance
Paid time off
We are seeking a fully remote licensed BCBA and/or BCaBA to join our team! If you are passionate about providing high-quality care and mental health solutions, we want to hear from you!
Genesis New Beginnings Behavioral Health is a privately owned outpatient multi-specialty mental health group. We are dedicated to promoting the well-being of everyone. We are looking to make a difference within the community and provide accessible, quality mental health care for all. We emphasize compassion, respect, trust, and confidentiality. We are looking to create a comfortable and positive environment for patients, clinicians as well as staff! Our priority is patient care!
We are looking for full-time and/or part-time fully licensed BCBA/BCaBA in the state of Nevada for our Las Vegas office.
Essential Duties and Responsibilities:
BCBA
Conduct functional behavior assessments (FBA) and skill-based assessments to identify client needs.
Develop individualized treatment plans (ITPs) and behavior intervention plans (BIPs) with measurable, data-driven goals.
Implement and monitor treatment plans to ensure client progress toward skill acquisition and behavior reduction objectives.
Supervise and provide clinical guidance to Registered Behavior Technicians (RBTs), behavior therapists, and support staff.
Train caregivers, educators, and staff to promote generalization of skills and consistency of intervention strategies.
Collect, analyze, and interpret behavior and skill acquisition data to inform treatment decisions.
Document all services, progress reports, and treatment updates in accordance with funding source, organizational, and ethical guidelines.
Collaborate with families, schools, healthcare providers, and interdisciplinary teams to support client success across environments.
Maintain compliance with the BACB Ethics Code, ensuring the dignity, rights, and confidentiality of all clients.
Stay current with research and best practices in behavior analysis to ensure effective and ethical service delivery.
Provide crisis intervention, support, and de-escalation strategies when necessary.
Participate in team meetings, case reviews, and ongoing professional development activities
BCaBA
Assist the supervising BCBA with conducting functional behavior assessments (FBAs) and skill assessments.
Implement behavior intervention plans (BIPs) and individualized treatment plans (ITPs) as designed by the BCBA.
Collect, monitor, and analyze data to evaluate client progress and program effectiveness.
Provide direct behavior-analytic services to clients in home, school, clinic, and community settings.
Train and support Registered Behavior Technicians (RBTs), paraprofessionals, and caregivers in treatment procedures.
Monitor fidelity of intervention implementation and provide feedback to staff and caregivers.
Prepare treatment summaries and progress notes under the direction of the supervising BCBA.
Communicate regularly with families, caregivers, and interdisciplinary team members to ensure consistency of care.
Uphold the BACB Ethics Code and maintain client confidentiality and professional boundaries.
Participate in supervision meetings with the BCBA as required to ensure compliance with certification standards.
Engage in ongoing professional development and remain current with best practices in behavior analysis.
This is a remote position.
$62k-100k yearly est. 15d ago
Financial Advisor
First Command Financial Services, Inc. 4.7
Finance planner job in Las Vegas, NV
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 9 out of 10 of our Financial Advisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
$42k-69k yearly est. 4d ago
Wealth Advisor
Talentlink Solutions
Finance planner job in Henderson, NV
Our Wealth Management and Retirement Planning Firm has a history of success for more than 20 years, and we were named Nevada's 2nd fastest-growing Registered Investment Advisor by Citywire. We are deeply loyal to the fiduciary duty we have to our clients. Our mission is to simplify our clients' lives and enhance their peace of mind. We build close relationships with those we serve to help them navigate their best life, not only from a financial perspective but also in other areas that are meaningful to them. Our team currently consists of two advisors and three support staff. Our team-based approach makes us unique, ensuring a much better experience for team members and clients. We believe that if we always put the interests of the team ahead of our own, everything will work out for the best in the long run. We support each other to get the job done for our clients. We honor each person's place in the process but never hesitate to jump in and help each other as needed. Our team is always kind and respectful to each other, and we expect the same from our clients and partners. We encourage and support our team to continue learning and growing, monitor for job satisfaction, and align individual strengths and interests to each role in every way that we can. And we have fun! We genuinely like each other and celebrate with our team frequently.
We are seeking a Wealth Advisor with a background in relationship management and financial planning. You will provide advisory services and support to an existing set of clients, while deepening and expanding those relationships. The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, taking ownership to manage client expectations and deliverables. You will also prepare financial plans, portfolio analyses, investment recommendations, and research clients' technical questions.
You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. You are always looking for ways we can improve our client experience and education.
Responsibilities:
Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience. Show accountability for retention.
Prepare agendas for client meetings and ensure timely completion of post-meeting action items.
Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team.
Gather data from clients and analyze their current financial situation. Development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation.
Collaborate with the support team to deliver prompt and thorough client service.
Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions.
Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services. Proactively seek referrals from clients to generate new business.
Maintain accurate records of client interactions and information in the CRM system.
Perform additional duties and special projects as required.
Skills and Qualifications
Minimum Bachelor's degree, preferably in finance, financial planning, or a related field.
Minimum of 3 years of experience managing client relationships, preferably with an independent registered investment advisor or broker-dealer.
Required: CFP designation.
Required: Series 65 license.
Excellent verbal and written communication skills.
Superior knowledge of financial services, including industry regulations and legislative guidelines.
Proficient in Microsoft Office and quick to learn new software.
Familiarity with Schwab systems is ideal.
Team player who prioritizes clients and the team's needs over personal interests. Willing to support colleagues when necessary.
Open to feedback, driven to continuously learn, improve, and contribute to the growth of themselves and the company. Embraces new ideas and approaches.
Demonstrates decisiveness and learns from mistakes.
Ability to quickly identify problems and proactively find creative solutions.
Display respect, loyalty, integrity, active listening and inspire trust in others.
Charismatic, enjoys interacting with people, possesses a good sense of humor, and creates a positive work environment.
Organized, disciplined, and skilled in time management to effectively prioritize multiple projects.
Effectively communicate suggestions for improvement, engage in constructive discussions and actively seek solutions to challenges.
Punctual and committed to meeting deadlines.
$49k-102k yearly est. 22d ago
J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, Nevada (Bilingual in English and Mandarin required)
Jpmorganchase 4.8
Finance planner job in Las Vegas, NV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Bilingual in English and Mandarin required
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$54k-99k yearly est. Auto-Apply 41d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance planner job in Las Vegas, NV
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIALPLANNER and/or CRPC or Chartered Retirement Planning Counselor
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.
$50k-125k yearly 25d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Las Vegas, NV
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 FinancialPlanner 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 FinancialPlanner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIALPLANNER , and CFP (with plaque design) in the United States to Certified FinancialPlanner 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$39k-68k yearly est. Auto-Apply 3d ago
Financial Professional - Retirement Benefits Group - NV, Las Vegas (5211)
AXA Equitable Holdings, Inc.
Finance planner job in Las Vegas, NV
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
* Client Engagement: Cultivate and expand your network within established markets
* Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
* Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
* Location: Working outside the office in local schools and municipalities
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIALPLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
* Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
* Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
* Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
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-7814452.1(4/25)(Exp.4/29)
$26k-49k yearly est. 52d ago
Financial Analyst - Corporate Las Vegas
Tao Group Hospitality 4.6
Finance planner job in Las Vegas, NV
Tao Group Hospitality offers competitive benefits for all full-time team members such as:
Medical, Dental, and Vision Coverage
401(k) Retirement Program with Employer Match
Life and Disability Insurance Plans
Ancillary Insurance Plans
Employee Assistance Program
Fertility & Family Forming Support and Resources
Pet Insurance
TAO Marketplace
Employee Discounts
Time off and much more!
The Financial Analyst will be responsible for various aspects of quantitative business reporting and analysis for the Company venues, as determined by the Director of Financial Planning & Analysis (FP&A).
ESSENTIAL FUNCTIONS OF THE POSITION INCLUDE, BUT ARE NOT LIMITED TO:
Responsible for aggregating data, data entry, financial model maintenance, and comparisons to budgeted expectations for a series of reports including but not limited to company-wide Daily, Weekly, and Monthly flash sales reports and estimated profit/loss reports
Responsible for tracking financials for managed venues and updating a series of related internal reports on a monthly basis
Responsible for keeping record of and completing standard reports for management.
Responsible for producing KPI reporting for designated venues
Support the annual budget process as determined by department needs
Support the monthly reforecast process as determined by department needs
Support Operations nightly reporting model as needed including but not limited to annual rollover updates
Ensure that work produced meets all objectives set, is done by the agreed time to the highest standard, and achieves the best possible results for the company and clients
Achieve a strong culture of Continuous Improvement philosophies
Ad hoc reporting and other duties as reasonably assigned pertaining to business performance, venue operations, and standard operating procedures
EDUCATION/WORKING KNOWLEDGE:
High School Diploma Required or equivalent
Bachelor's degree with a Finance, Accounting, or Business Administration emphasis and/or equivalent combination of education and experience
Must be proficient in Microsoft programs with proficiency in Excel, Word, Adobe, and PowerPoint; with the ability to create reports from raw data using multiple program functions
Regularly exhibits and applies strong critical thinking and problem-solving skills
Must be self-driven, curious, collaborative, organized, and detail oriented
Must balance timeliness with accuracy
SKILLS / PHYSICAL DEMANDS / WORK ENVIRONMENT / SCHEDULE
The work environment characteristics and/or physical demands described here are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions
Must have strong problem-solving skills
Ability to maintain a high level of confidentiality
Ability to write reports, business correspondence, and procedure manuals
Ability to keep an open and objective view
Ability to listen empathetically and be respectful at all times
Ability to maintain composure and stay focused
Ability to maintain personal integrity
Ability to handle a fast-paced, busy, and somewhat stressful environment
Ability to work under pressure and meet deadline
Must be effective as part of a team; ability to interact with internal and external customers, managers, and coworkers in a professional, courteous manner
Must have good positive energy throughout the day
Must be able to read the computer monitors
Must be able to print legibly for employees, management, and guests to read
Must be observant and quick to respond to various situations
Must be able to move quickly through work and set the pace in the office
Must be able to sit and/or stand for extended periods of time
40 hours per week baseline
Evening, weekend, and/or holiday work as required
Extended hours as needed
Regularly checks emails
Flexible office environment
Small to Medium office environment
Work in an environment that is subject to varying levels of noise
$59k-94k yearly est. Auto-Apply 25d ago
Finance Budget Analyst III
JT3 4.3
Finance planner job in Las Vegas, NV
JT4, LLC provides engineering and technical support to multiple western test ranges for the U.S. Air Force, Space Force, and Navy under the Joint Range Technical Services Contract, better known as J-Tech II. JT4 develops and maintains realistic, integrated test and training environments and prepares our nation's war-fighting aircraft, weapons systems, and aircrews for today's missions and tomorrow's global challenges.
JOB SUMMARY -- ESSENTIAL FUNCTIONS/DUTIES
Working with minimal supervision, a Finance/Budget Analyst III follows established accounting practices and applies sound principles of finance, accounting, and mid-level experience to ensure the proper and accurate distribution of cost.
Employee will be responsible for the following functions/duties:
Prepare monthly and/or semi-monthly reporting using the required templates and systems.
Modify and update financial models for various business units, contracts and projects.
Lead the annual budget cycle and longer-term financial planning processes.
Analyze actual results against forecasts (variance analysis) to find root causes of variances.
Create and maintain clear reporting and supporting documentation as required in a concise and methodical manner.
Providing financial insights for strategic planning.
Create ad-hoc reports on an as-needed basis to meet customer requirements and/or requests.
* Assist in the preparation of schedules for Defense Contract Audit Agency (DCAA)-incurred cost submissions and respond to requests.
Provide training and backup support to finance staff members on an as-needed basis.
Bring a strong ability to interpret complex financial data.
Provide work direction to lower-level department personnel as needed.
Use tools for data consolidation, visualization and reporting.
Partner with other internal departments and locations to gather and provide relevant information for financial analysis that meets and exceeds the customer needs and requirements.
Continuously improve financial processes and systems to enhance efficiency and accuracy.
Perform other job-related duties, as required.
OTHER RESPONSIBILITIES
Each employee must read, understand, and implement the general and specific operational, safety, quality, and environmental requirements of all plans, procedures, and policies pertaining to their job. Each employee is expected to keep work instructions updated for their position in an on-going manner.
WORKING CONDITIONS
Work is performed in a typical office environment with no unusual hazards. Occasional lifting (up to 30 pounds); constant sitting and use of a computer terminal; constant use of sight abilities while writing, reviewing, and editing documents; constant use of speech/hearing abilities for communication; and constant mental alertness are required.
Employee must be able to work duty days in excess of 8 hours and perform shift and weekend work to meet required schedule demands.
Travel to remote company work locations may be required**.
REQUIREMENTS -- EDUCATION, TECHNICAL, AND WORK EXPERIENCE
A bachelor's degree in accounting and a minimum of 6 years of job-related experience or equivalent are required for this position.
In addition, a Finance/Budget Analyst III must possess the following qualifications:
Working knowledge of word-processing, numerical and integrated software applications
Ability to perform detail-oriented work
Good verbal and written communication skills
Planning/organizational skills
Ability to work under deadlines
Ability to work independently with minimal supervision.
SALARY
The expected salary range for this position is $77,197.26 to $110,000.00.
The salary range offered for this position is a good faith description of the expected salary range this role will pay. JT4, LLC considers factors such as (but not limited to) responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and business considerations when extending an offer.
BENEFITS
Medical, Dental, Vision Insurance
Life Insurance
Health Savings Accounts/FSA's
Disability Insurance
Paid Time Off
401(k) Plan Options with Employer Matching
4% Match with 8% Contribution
Tuition Reimbursement
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of persons so classified.
Tasking is in support of a Federal Government Contract that requires U.S. citizenship. Some jobs may require a candidate to be eligible for a government security clearance, state-issued driver's license, or other licenses/certifications, and the inability to obtain and maintain the required clearance, license, or certification may affect an employee's ability to maintain employment.
SCC: JFIN6; JCORP12
$77.2k-110k yearly 13h ago
Financial Solutions Advisor - Las Vegas Area
Bank of America 4.7
Finance planner job in Las Vegas, NV
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Bi-lingual Spanish speaking
Strong computer skills with an ability to multitask in a demanding environment.
At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified FinancialPlanner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Schedule:
Monday - Friday and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NV - Henderson - 2798 N Green Valley Pkwy - GREEN VALLEY BC (NV1128), US - NV - Las Vegas - 3150 N Rainbow Blvd - RAINBOW RIDGE BC (NV1136), US - NV - Las Vegas - 4112 Blue Diamond Rd - BLUE DIAMOND CROSSING (NV1161), US - NV - Las Vegas - 4361 N Rancho Dr - CRAIG RANCHO BC (NV1153), US - NV - Las Vegas - 4795 S Maryland Pkwy - UNIVERSITY BC (NV1143), US - NV - Las Vegas - 4800 W Tropicana Ave - TROPICANA DECATUR BC (NV1127), US - NV - Las Vegas - 4910 S Fort Apache Rd - FORT APACHE / TROPICANA BC (NV1180), US - NV - Las Vegas - 7280 S Rainbow Blvd - South Rainbow BC (NV1197), US - NV - Las Vegas - 8550 W Cheyenne Ave - CHEYENNE DURANGO BC (NV1151), US - NV - North Las Vegas - 1933 W Craig Rd - CRAIG CLAYTON BC (NV1112) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-80k yearly Auto-Apply 60d+ ago
Finance Budget Analyst III
A1412TW
Finance planner job in Las Vegas, NV
JT4, LLC provides engineering and technical support to multiple western test ranges for the U.S. Air Force, Space Force, and Navy under the Joint Range Technical Services Contract, better known as J-Tech II. JT4 develops and maintains realistic, integrated test and training environments and prepares our nation's war-fighting aircraft, weapons systems, and aircrews for today's missions and tomorrow's global challenges.
JOB SUMMARY -- ESSENTIAL FUNCTIONS/DUTIES
Working with minimal supervision, a Finance/Budget Analyst III follows established accounting practices and applies sound principles of finance, accounting, and mid-level experience to ensure the proper and accurate distribution of cost.
Employee will be responsible for the following functions/duties:
Prepare monthly and/or semi-monthly reporting using the required templates and systems.
Modify and update financial models for various business units, contracts and projects.
Lead the annual budget cycle and longer-term financial planning processes.
Analyze actual results against forecasts (variance analysis) to find root causes of variances.
Create and maintain clear reporting and supporting documentation as required in a concise and methodical manner.
Providing financial insights for strategic planning.
Create ad-hoc reports on an as-needed basis to meet customer requirements and/or requests.
* Assist in the preparation of schedules for Defense Contract Audit Agency (DCAA)-incurred cost submissions and respond to requests.
Provide training and backup support to finance staff members on an as-needed basis.
Bring a strong ability to interpret complex financial data.
Provide work direction to lower-level department personnel as needed.
Use tools for data consolidation, visualization and reporting.
Partner with other internal departments and locations to gather and provide relevant information for financial analysis that meets and exceeds the customer needs and requirements.
Continuously improve financial processes and systems to enhance efficiency and accuracy.
Perform other job-related duties, as required.
OTHER RESPONSIBILITIES
Each employee must read, understand, and implement the general and specific operational, safety, quality, and environmental requirements of all plans, procedures, and policies pertaining to their job. Each employee is expected to keep work instructions updated for their position in an on-going manner.
WORKING CONDITIONS
Work is performed in a typical office environment with no unusual hazards. Occasional lifting (up to 30 pounds); constant sitting and use of a computer terminal; constant use of sight abilities while writing, reviewing, and editing documents; constant use of speech/hearing abilities for communication; and constant mental alertness are required.
Employee must be able to work duty days in excess of 8 hours and perform shift and weekend work to meet required schedule demands.
Travel to remote company work locations may be required**.
REQUIREMENTS -- EDUCATION, TECHNICAL, AND WORK EXPERIENCE
A bachelor's degree in accounting and a minimum of 6 years of job-related experience or equivalent are required for this position.
In addition, a Finance/Budget Analyst III must possess the following qualifications:
Working knowledge of word-processing, numerical and integrated software applications
Ability to perform detail-oriented work
Good verbal and written communication skills
Planning/organizational skills
Ability to work under deadlines
Ability to work independently with minimal supervision.
SALARY
The expected salary range for this position is $77,197.26 to $110,000.00.
The salary range offered for this position is a good faith description of the expected salary range this role will pay. JT4, LLC considers factors such as (but not limited to) responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and business considerations when extending an offer.
BENEFITS
Medical, Dental, Vision Insurance
Life Insurance
Health Savings Accounts/FSA's
Disability Insurance
Paid Time Off
401(k) Plan Options with Employer Matching
4% Match with 8% Contribution
Tuition Reimbursement
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of persons so classified.
Tasking is in support of a Federal Government Contract that requires U.S. citizenship. Some jobs may require a candidate to be eligible for a government security clearance, state-issued driver's license, or other licenses/certifications, and the inability to obtain and maintain the required clearance, license, or certification may affect an employee's ability to maintain employment.
SCC: JFIN6; JCORP12
$77.2k-110k yearly 13h ago
Finance Budget Analyst III
JSOP8
Finance planner job in Las Vegas, NV
JT4, LLC provides engineering and technical support to multiple western test ranges for the U.S. Air Force, Space Force, and Navy under the Joint Range Technical Services Contract, better known as J-Tech II. JT4 develops and maintains realistic, integrated test and training environments and prepares our nation's war-fighting aircraft, weapons systems, and aircrews for today's missions and tomorrow's global challenges.
JOB SUMMARY -- ESSENTIAL FUNCTIONS/DUTIES
Working with minimal supervision, a Finance/Budget Analyst III follows established accounting practices and applies sound principles of finance, accounting, and mid-level experience to ensure the proper and accurate distribution of cost.
Employee will be responsible for the following functions/duties:
Prepare monthly and/or semi-monthly reporting using the required templates and systems.
Modify and update financial models for various business units, contracts and projects.
Lead the annual budget cycle and longer-term financial planning processes.
Analyze actual results against forecasts (variance analysis) to find root causes of variances.
Create and maintain clear reporting and supporting documentation as required in a concise and methodical manner.
Providing financial insights for strategic planning.
Create ad-hoc reports on an as-needed basis to meet customer requirements and/or requests.
* Assist in the preparation of schedules for Defense Contract Audit Agency (DCAA)-incurred cost submissions and respond to requests.
Provide training and backup support to finance staff members on an as-needed basis.
Bring a strong ability to interpret complex financial data.
Provide work direction to lower-level department personnel as needed.
Use tools for data consolidation, visualization and reporting.
Partner with other internal departments and locations to gather and provide relevant information for financial analysis that meets and exceeds the customer needs and requirements.
Continuously improve financial processes and systems to enhance efficiency and accuracy.
Perform other job-related duties, as required.
OTHER RESPONSIBILITIES
Each employee must read, understand, and implement the general and specific operational, safety, quality, and environmental requirements of all plans, procedures, and policies pertaining to their job. Each employee is expected to keep work instructions updated for their position in an on-going manner.
WORKING CONDITIONS
Work is performed in a typical office environment with no unusual hazards. Occasional lifting (up to 30 pounds); constant sitting and use of a computer terminal; constant use of sight abilities while writing, reviewing, and editing documents; constant use of speech/hearing abilities for communication; and constant mental alertness are required.
Employee must be able to work duty days in excess of 8 hours and perform shift and weekend work to meet required schedule demands.
Travel to remote company work locations may be required**.
REQUIREMENTS -- EDUCATION, TECHNICAL, AND WORK EXPERIENCE
A bachelor's degree in accounting and a minimum of 6 years of job-related experience or equivalent are required for this position.
In addition, a Finance/Budget Analyst III must possess the following qualifications:
Working knowledge of word-processing, numerical and integrated software applications
Ability to perform detail-oriented work
Good verbal and written communication skills
Planning/organizational skills
Ability to work under deadlines
Ability to work independently with minimal supervision.
SALARY
The expected salary range for this position is $77,197.26 to $110,000.00.
The salary range offered for this position is a good faith description of the expected salary range this role will pay. JT4, LLC considers factors such as (but not limited to) responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and business considerations when extending an offer.
BENEFITS
Medical, Dental, Vision Insurance
Life Insurance
Health Savings Accounts/FSA's
Disability Insurance
Paid Time Off
401(k) Plan Options with Employer Matching
4% Match with 8% Contribution
Tuition Reimbursement
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of persons so classified.
Tasking is in support of a Federal Government Contract that requires U.S. citizenship. Some jobs may require a candidate to be eligible for a government security clearance, state-issued driver's license, or other licenses/certifications, and the inability to obtain and maintain the required clearance, license, or certification may affect an employee's ability to maintain employment.
SCC: JFIN6; JCORP12
$77.2k-110k yearly 13h ago
Financial Advisor Consultant
One Nevada Credit Union 4.2
Finance planner job in Las Vegas, NV
One Nevada Credit Union is looking for a motivated Financial Advisor /Consultant to plans coordinates and perform activities related to sales of various financial services and investment products for the investments services division to the members of One Nevada Credit Union in coordination with our Broker/Dealer.
Qualified applicants must possess a bachelor's degree and or a minimum of three years sales experience within the retail investment and insurance industry. Must possess NASD Series 6, 7, 63 and 65 or 66 licenses as well as state insurance licenses for life and variable products. CFPâ designation preferred. Additional details as follows:
Sales 75%
* Actively promotes, under the direction of the iNi Business Plan and Vice President Member Investments, products and services of investments services, both internally and externally;
* Coordinates and implements strategies to meet investment account volume goals;
* Coordinates with Vice President Member Investments and One Nevada Marketing department to pursue target markets to steadily build member and new member relationships, investment accounts, and assets under management, cross sells when appropriate other One Nevada products and services;
* In coordination with Vice President Member Investments, motivates One Nevada sales staff to promote the features and benefits of investments services to generate optimum referrals via the numerous marketing channels available; seeks new opportunities and additional creative marketing channels not yet in use;
* Assists Vice President Member Investments to promote investment services directly to SEGs through the One Nevada Focu$ program in coordination with District AVP's, seminars and other viable means; and
* Coordinates and conducts periodic seminars for member and non-member education and promotion of investments products and services.
Communication 15%
* Counsels and assists members to determine their personal investment objectives and goals, advises them on the various available investment choices, and uses a comprehensive financial planning approach when appropriate;
* Communicates via e-mail, newsletters, brochures, phone calls, seminars, etc., about products and personal financial planning services with members;
* Represents One Nevada to Broker/Dealer and other related agents and vendors;
* Communicates with credit union departments about investment product sales and referrals; and
* Resolves related member account problems that arise.
Product Management 10%
* Coordinates and/or performs account set-up and on-going account maintenance functions between One Nevada and Broker/Dealer to ensure a consistent high level of service and member satisfaction related to investments services;
* Coordinates periodic research on existing product lines and competing products, monitors financial condition of investment firms for ongoing viability, customer and broker support;
* Assists with product and sales training for credit union staff;
* Conforms to product, regulatory, legal, state of Nevada insurance and Broker/Dealer compliance;
* Attends various meetings and training sessions with Broker/Dealer, related product wholesalers and vendors to ensure current and compliant product offerings;
* Coordinates with Vice President Member Investments to research, recommend, develop and implement new products and product changes or conversions; and
* Performs other duties that may be assigned.
QUALIFICATIONS
Knowledge, Skills, and Abilities
* Thorough knowledge of personal investment management & financial planning techniques;
* Thorough knowledge of currently available investment products and services, and associated markets;
* Knowledge of Securities and Exchange Commission and NASD rules and regulations;
* General and current knowledge of IRS reporting requirements related to personal investments products;
* General knowledge of operations and marketing functions within a financial institution;
* General knowledge of macro economics with emphasis on investment market trends;
* Current Series 6, 7, 63, 65 or 66 securities licenses and ability to maintain license(s) in good standing;
* Ability to become a Registered Representative of CUSO Financial Services or our affiliated Broker/Dealer;
* Skill in the operation of a personal computer to include Internet/Intranet, operating system, word processing, spreadsheet, presentation, email, calendar and scheduling software and other office equipment;
* Ability to obtain the CFPâ designation within 30 months of hire;
* Ability to effectively apply professional sales techniques related to personal investments;
* Ability to communicate effectively, both verbally and in writing;
* Ability to analyze problems and opportunities, then evaluate and implement effective alternatives, solutions or approaches;
* Ability to plan, implement, and evaluate the achievement of goals, objectives, and workplans;
* Ability to motivate co-workers;
* Ability to maintain regularly scheduled attendance; and
* Ability to establish and maintain effective working relationships with other employees and members; and
* Must be able to relate appropriately to other people beyond giving and receiving instructions: (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instruction, and communicating with others; and (c) respond appropriately to constructive feedback from a supervisor.
$28k-34k yearly est. 20d ago
Financial Representative
Western & Southern Life 4.8
Finance planner job in Las Vegas, NV
LAS VEGASNV Default: Location : City LAS VEGAS 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.
$31k-42k yearly est. Auto-Apply 6d ago
Financial Consultant - Henderson, NV
Fidelity Investments 4.6
Finance planner job in Henderson, NV
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACategory:Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$33k-55k yearly est. 5d ago
EPIC Analyst - Access and Revenue Cycle
UMC Southern Nevada 3.8
Finance planner job in Las Vegas, NV
EMPLOYER-PAID PENSION PLAN (NEVADA PERS) COMPETITIVE SALARY & BENEFITS PACKAGE As an academic medical center with a rich history of providing life-saving treatment in Southern Nevada, UMC serves as the anchor hospital of the Las Vegas Medical District, offering Nevada's highest level of care to promote successful medical outcomes for patients.
We are home to Nevada's ONLY Level I Trauma Center, Designated Pediatric Trauma Center, Burn Care Center, and Transplant Center. We are a Pathway Designated facility by ANCC, and we are on our journey to Magnet status.
THIS POSITION MAY CLOSE WITHOUT NOTICE ONCE A SUFFICIENT NUMBER OF QUALIFIED APPLICATIONS ARE RECEIVED.
This is not a remote position. Alternative work schedule eligible
REFERRAL BONUS ELIGIBLE
Responsible for analyzing work flows and understanding policies, procedures and constraints in any of the following Access and Revenue business areas: access, billing, claims supported by the EPIC application. Performs in depth and precise investigation and documentation of business operational specifications and application functionality. Participates in the application build, test, and support.
Education/Experience:
Equivalent to a Bachelor's Degree in computer science, information systems, healthcare informatics or a closely related field and three (3) years of experience in an operational area that is impacted by the Epic implementation and two (2) years of which are in Epic application build, test and support.
Licensing/Certification Requirements:
Current active certification in specific EPIC product(s) or the ability to obtain certification within six (6) months of hire. Failure to obtain and/or maintain certification will result in termination of employment.
* Must have one of the Epic Certifications at the time of hire:
* Resolute Hospital Billing and Claim
* Epic HIM Certification.
* 1+ years of experience with HIM Coding.
* Bachelor's Degree in computer science, information systems, healthcare informatics or a closely related field
* Epic application implementation experience.
Knowledge of:
Business workflows to achieve strategic outcomes for the implementation; healthcare information systems; processes and workflows in business operations settings in any of the following areas: access, revenue, billing, claims applications, combined with advanced computer skills; principles and practices of public administration; administrative principles and practices, including goal setting and program development, implementation and evaluation; operational principles and concepts related to the department or functional area to which assigned; principles and practices of change management; project management and analytical techniques; applicable laws, codes and regulations; standard office practices and procedures; records management principles and practices; computer applications related to the work; techniques and procedures for administrative and business applications; operating principles and characteristics of various computers and associated computer hardware; correct business English, including spelling, grammar and punctuation; department and hospital safety practice and procedures; patient rights; age specific patient care practices; infection control policies and practices; handling, storage, use and disposal of hazardous materials; department and hospital emergency response policies and procedures.
Skill in:
Understanding and explaining complex technical concepts in terms understandable to end users; exercising discretion and independent judgment on workflow design, problem solving and other projects that support business needs; developing and implementing goals, objectives, policies, procedures and work standards; change management techniques and practices; staff development, training and education; independently performing professional analytical and programmatic work in the areas(s) to which assigned; conducting quantitative analyses; analyzing systems and problems and developing new or modified programs to meet department needs; troubleshooting hardware and software problems; instructing department staff in the operation of EHR computer applications, including explaining system concepts to non-technical users; using initiative and independent judgment with general policy guidelines; using computers and related software applications; communicating with a wide variety of people from diverse socio-economic and ethnic backgrounds; establishing and maintaining effective working relationships with all personnel contacted in the course of duties; efficient, effective and safe use of equipment.
Physical Requirements and Working Conditions:
Mobility to work in a typical office setting and use standard office equipment, stamina to remain standing for long periods of time, vision to read printed materials and a VDT screen, and hearing and speech to communicate in person and over the telephone. Strength and agility to exert up to 20 pounds of force occasionally and/or an eligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this classification.
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How much does a finance planner earn in Las Vegas, NV?
The average finance planner in Las Vegas, NV earns between $23,000 and $87,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.