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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance representative job in Elizabethtown, KY

    This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 2d ago
  • Senior Finance Advisor

    BP Americas, Inc. 4.8company rating

    Finance representative job in Louisville, KY

    The Senior Finance Advisor, Marketing/Digital Enablement is a key partner to the Marketing and Digital Enablement teams within M&C Americas and will play a critical role in driving the company's financial strategy, forecasting, and performance analysis. This role is instrumental in delivering best-in-class financial insights relating to margin, cash costs, and other components of financial delivery to communicate the underlying business performance of the Marketing organization. The ideal candidate will be adept at translating complex financial data into actionable insights and work closely with leadership to support decision-making and business growth. The individual is a self-starter with comprehensive knowledge and experience with planning and performance management reporting processes. They will demonstrate the ability to grow professionally, have a strong work ethic and are eager to learn. The Senior Finance Advisor should be meticulous, collaborative, and an effective communicator. This role interacts with M&CA finance leadership and other M&CA partners and will make decisions related to financial procedures and forecasts, driving action across multiple functions. This role will report to the Senior Finance Manager Strategy, Transformation and Retail Business Support. **Key Accountabilities:** + Lead consolidated financial planning, budgeting, and forecasting for Marketing and Digital Enablement, ensuring accuracy and alignment with business objectives. + Manage monthly and quarterly performance reporting, delivering variance analysis and actionable insights to senior leadership. + Build and maintain financial models to evaluate new business opportunities, marketing initiatives, and loyalty programs, providing recommendations for improvement. + Prepare and present financial results and forecasts to leadership, clearly articulating drivers of performance and strategic implications. + Provide economic analysis and financial support for major initiatives and partnerships (e.g., Retail Operating System, Amazon, FNBO consumer card, WEX fleet program). + Oversee financial processes for payments and loyalty programs, including settlement, testing, and implementation of revised processes for new consumer programs. + Act as a trusted advisor to marketing and sales leadership, translating complex financial data into clear, compelling narratives that inform decision-making. + Collaborate with cross-functional teams to ensure alignment with broader business goals and support strategic decision-making. **Job Functional Knowledge:** + Advance experience using various Microsoft Office Products including Microsoft Excel, PowerPoint, and Word. Understanding of SAP is preferred. + Extensive experience with financial reporting and analysis including a strong understanding of accounting and finance transactions. + Aware of key internal policies and external standards in the Plan to Perform and Investment Governance scope + Deep understanding of the principles of continuous improvement & process excellence **Business Expertise:** + High level of eye for business across core bp businesses, including understanding the key regional dynamics within the bp business. + Extensive experience with financial reporting and analysis including a strong understanding of accounting and finance transactions. + High level of commercial acumen across key bp commercial constructs **Leadership:** + Embrace strategic direction and influence key partners with buy-in to that direction + Leadership skills with the ability to build capability, influence beyond formal reporting lines and coach a diverse group of finance professionals in the Finance FBT + Directive, providing clear expectations and effective support + Able to cut through key issues and challenges and rapidly resolve with the right level of buy-in and support both from the Finance FBT teams. **How much do we pay (Base)?** $127,000 - $237,000 *Note that the pay range listed for this position is a genuinely expected and reasonable estimate of the range of possible base compensation at the time of posting. This position is eligible for US Benefits - Core. This position offers paid vacation depending on your years of relevant industry experience and will range from 120 - 240 hours[LC1] of vacation per year for full time employees (60 - 240 hours of vacation per year for part time employees). You will also be eligible for 9 paid holidays per year and 2 personal choice holidays. You may learn more about how we calculate paid vacation and view our generous vacation and holiday schedules at Core U.S. Benefits (************************************************* . Bp has a parental leave policy as well, which offers up to 8 weeks' paid leave for the birth or adoption of a child. Learn more by visiting Core U.S. Benefits (************************************************* . We offer a reward package to enable your work to fit with your life. These offerings include a discretionary annual bonus program, long-term incentive program, and generous retirement benefits that include a 401k matching program. These benefits include a pension for eligible employee[LC2] . You may learn more about our generous benefits at Core U.S. Benefits (************************************************* . As part of bp's wellbeing package, bp offers access to health, vision, and dental insurance, as well as life and Short-Term Disability and Long-Term Disability. You may learn more about our generous benefits at Core U.S. Benefits (************************************************* . We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform crucial job functions, and receive other benefits and privileges of employment. Don't hesitate to get in touch with us to request any accommodations. **Why join us** At bp, we support our people to learn and grow in a diverse and ambitious environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. There are many aspects of our employees' lives that are meaningful, so we offer benefits ( ******************************************** ) to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, and excellent retirement benefits, among others! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. **Travel Requirement** Up to 10% travel should be expected with this role **Relocation Assistance:** This role is not eligible for relocation **Remote Type:** This position is a hybrid of office/remote working **Skills:** Analysis and modelling, Analytics, Commercial Acumen, Commercial performance management, Communication, Data visualization and interpretation, Financial Analysis, Integrated Planning, Investment appraisal, Performance management **Legal Disclaimer:** We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us . If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.
    $127k-237k yearly 9d ago
  • Financial Advisor

    Lifetime Recruiting Strategies

    Finance representative job in Louisville, KY

    Become Part of The Power to Dream Again! Sales Managers, Financial Advisors/Insurance Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream™ you're ready to begin exploring all life has to offer. This Financial Group! is giving them the Power to Dream again. Our firm does this by empowering families and individuals with the knowledge and tools they need to make informed decisions and smart choices. They can take control of their future and achieve dreams that once seemed impossible. With this innovative business model, people can take charge of their career and build their own business. This Group uses synergistic marketing to infuse and innovate its business model. The synergistic marketing approach combines distinct marketing elements, such as relationships, compensation, technology strategies and lead generation with the concepts of autonomy, innovation and independence to create dynamic results. Competitive compensation plus production overrides and renewals (potential to make $100,000 - $150,000+ plus commissions) Trips/Incentives Local office with administrative support staff Region with unlimited income capacity Significant marketing support The best senior market product portfolio in the industry Strong home office support A proven distribution model In-depth training Job Requirements: Must have 10+ years of experience in Sales and Sales Management Financial Planning with extensive training Platform Must have 4+ years of management experience Experience in recruiting, training, managing and motivating a high performance sales team Active Life /Health license for the state Bachelor's degree preferred Must reside in the Regions specified Good credit history Does this sound like your calling? Then let us show you how we can put your career in the hands of the best possible person - you…Apply Today! · Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926
    $100k-150k yearly 60d+ ago
  • Financial Security Planner

    The Strickland Group 3.7company rating

    Finance representative job in Louisville, KY

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

    Pierce Mortuary Colleges

    Finance representative job in Jeffersonville, IN

    POSITION TYPE: Full-time Manage and supervise all federal, state, private and institutional financial aid processed through the Financial Aid Offices at the Pierce Mortuary Colleges, Inc. Monitor federal and state regulatory updates, training manuals, audits, institutional reports, professional aid literature, etc. (e.g., Federal Register, NASFAA and others as needed.) As a Financial Aid Representative, you will play a crucial role in assisting students and families in navigating the complex landscape of financial aid options. Your primary responsibilities will include providing personalized guidance, conducting financial aid workshops, managing scholarship programs, and ensuring compliance with federal and state regulations RESPONSIBILITIES: Provide one-on-one financial aid counseling to students and families, offering guidance on completing financial aid applications, understanding eligibility criteria, and exploring available options. Conduct workshops and informational sessions to educate students and families about financial aid programs, including grants, loans, scholarships, and work-study opportunities. Assess financial aid applications, review supporting documentation, and determine eligibility for various financial aid programs based on federal, state, and institutional policies. Collaborate with academic advisors, admissions representatives, and other campus stakeholders to ensure seamless coordination of financial aid services and support. Manage scholarship programs, including application processes, selection committees, award disbursement, and compliance with donor requirements. Stay updated on changes to financial aid policies, regulations, and best practices, and communicate updates effectively to students and staff. Assist with financial aid appeals and special circumstances requests, providing guidance and advocacy for students facing unexpected financial challenges. Maintain accurate records and documentation related to financial aid transactions, communications, and student interactions. Participate in outreach efforts to recruit and retain students, promoting financial literacy and accessibility to higher education. Foster a welcoming and inclusive environment for students of diverse backgrounds, ensuring equitable access to financial aid resources and support services Provide overall direction for interpretation and implementation of federal, state and institutional policies; and ensure that internal processing procedures are developed to meet regulatory guidelines and requirements. Update and prepare training materials and office procedures in accordance with regulatory changes. Timely completion and submission of all required federal and state applications and reports. Track student aid awards, and expenditures; direct the draw down and disbursement of federal, resources; report expenditures, reconcile annual fund balances, and direct refunds. Ensure exception-free financial aid audits and program reviews. Initiate controls to limit over-awards, over earnings, account adjustments, etc.; apply academic progress and certification criteria to disbursement and refund programs; utilize student records system to fully implement rules, forms, processes and reports. Performs miscellaneous job-related duties as assigned. ENROLLMENT MANAGEMENT & RETENTION: Provide key assistance with the attraction and retention of all students who rely on financial aid in order to access the PMC educational programs. Develop policies and strategies for utilizing aid resources that assist the institution in meeting its optimal enrollment and retention goals. Proactively assist the campus Admissions and the academic departments in their recruitment activities by providing financial aid award packages for the prospective students in a timely way; counsel current and prospective students and their families about the costs of attendance, program eligibility via needs analysis and diverse academic criteria. Ensure staff at the PMC informs students and families about application procedures, award delivery time frames, payment plan options, long term debt management CUSTOMER RELATIONS: Develop financial aid materials (e.g. brochures and web pages) that are readily understandable and inform and educate current and prospective students about financial aid opportunities, regulations, and processes. Assure exceptional customer service to all constituents, especially students, through prompt responses to all correspondence (e.g., letters, email, surveys, reports, budget forms) and telephone inquiries. SKILLS: Strong understanding of federal and state financial aid programs, regulations, and compliance requirements. Excellent communication skills, both verbal and written, with the ability to effectively engage with diverse populations. Strong interpersonal skills, attention to detail, and a passion for helping students achieve their educational goals. Detail-oriented with strong organizational and time management skills, capable of managing multiple priorities and deadlines. Empathetic and student-centered approach to advising, with a commitment to providing exceptional customer service. Proficiency in financial aid management software, databases, and Microsoft Office suite. Commitment to upholding ethical standards and confidentiality in handling sensitive financial information. Ability to work collaboratively in a team environment while also demonstrating initiative and autonomy. Knowledge of federal and state regulatory guidelines and requirements. Experience with need analysis, counseling and packaging financial aid. Ability to work under pressure to meet timelines and objectives, and deal effectively with a diverse student body. QUALIFICATIONS: Associates degree in a related field such as education, counseling, finance, or business administration. A minimum of 1 year experience in financial aid administration, student services, or higher education advising. Requirements are commensurate with education and experience. WORKING CONDITIONS: Work is normally performed in a typical interior/office work environment. Light physical effort. Requires handling of average-weight objects up to 10 pounds or some standing or walking. Limited exposure to physical risk. Pierce Mortuary Colleges (PMC) is committed to fostering diversity and inclusivity, adhering to Equal Opportunity Employment principles and prohibiting all forms of discrimination and harassment. Emphasizing merit, competence, and performance, PMC ensures fair employment practices at all levels, without regard to race, color, religion, sex, sexual orientation, gender identity or expression, familial status, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. The organization recognizes the value of a diverse workforce in enhancing the quality of its services and endeavors to provide reasonable accommodations for individuals with disabilities to perform essential job duties effectively. Salary Description $45,000 -
    $45k yearly 38d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Louisville, KY

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $63k-111k yearly est. Auto-Apply 25d ago
  • KY-Financial Services Sales Representative (1099)

    Tomorrow's Recruiting

    Finance representative job in Louisville, KY

    Financial Services Sales Representative (1099) Louisville, KY Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What You'll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
    $27k-42k yearly est. 60d+ ago
  • Private Client Banker- St Matthews - Louisville, KY

    JPMC

    Finance representative job in Louisville, KY

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $31k-62k yearly est. Auto-Apply 60d+ ago
  • Building Material Commodity Trader - Lawrenceburg, KY

    Tri-State Forest Products 3.6company rating

    Finance representative job in Lawrenceburg, KY

    Building Material Commodity Trader - Lawrenceburg, KY Build your career at Tri-State! Tri-State Forest Products is a family owned and operated business. Tri-State is the leading wholesale building materials distributor in the Mid-West with 10 locations in Ohio, Indiana, Michigan, Kentucky and Tennessee specializing in engineered wood products. For 30 years we've been providing our brand of personal service accompanied with high quality products to the Tri-State market areas. If you want to feel appreciated and valued while working with a great team, Tri-State is the place to be. Job Summary: As a Commodity Trader specializing in building materials, you will leverage your market knowledge and analytical skills to manage and optimize the purchasing and selling of building materials. You will be responsible for developing and executing trading strategies, conducting market analysis, and building strong relationships with suppliers and customers to maximize profitability and minimize risks. Responsibilities: Develop and maintain strong relationships with customers Cultivate new opportunities with new and existing customers Inventory management & forecasting Monitor market trends, pricing fluctuations, and supply chain dynamics Qualifications: Bachelors' degree in business, supply chain management, finance, or related field 3+ years of experience in building materials commodity trading Strong sales experience Strong understanding of commodity markets, pricing strategies, and risk management processes. Excellent negotiation, communication, and interpersonal skills Building material product knowledge required Benefits: Medical & Prescription coverage Dental & Vision Coverage Hospital & Accident Coverage Company Paid Basic Life Insurance (Employee, Spouse, & Children) Company Paid Short-Term & Long-Term Disability Additional Group Life Insurance Paid Time Off (Immediately Available Upon Hire) Holiday Pay Traditional & Roth 401k Options w/ annual company match Employee Referral Program **This job description is intended to describe the general nature and level of the work being performed by the individuals assigned to this job. This is not an exhaustive list of all duties and responsibilities. Management reserves the right to amend and change the duties and responsibilities of this job to meet business and organizational needs as necessary. **Tri-State is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or, any other protected characteristic.
    $75k-135k yearly est. 10d ago
  • Financial Services Representative - State Farm Agent Team Member

    Bryan Jackson-State Farm Agent

    Finance representative job in Jeffersonville, IN

    Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Bryan Jackson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $30k-46k yearly est. 15d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance representative job in Frankfort, KY

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 13d ago
  • Financial Services Representative

    Worldacceptance

    Finance representative job in New Albany, IN

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 16d ago
  • Financial Service Representative

    Commonwealth Credit Union 4.2company rating

    Finance representative job in Frankfort, KY

    Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve' and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful. Our Financial Service Representatives (FSRs) consistently provide quality member service. They professionally handle our members' financial needs--including performing account transactions, completing loan applications, opening new memberships, and Individual Retirement Accounts (IRAs). They complete all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, account closings, etc. They maintain knowledge of products and services to confidently support the credit union's sales efforts. They consult with members to match credit union products and services with their needs. The duties of a Financial Service Representative include, but are not limited to: Completing applications for loans, new memberships, accounts and Individual Retirement Accounts (IRAs). Completing all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, closing accounts, etc. Maintaining knowledge of credit union products and services to confidently support credit union sales efforts. Consulting with members to match credit union products and services to their needs Delivering exceptional service to members and prospective clients across all communication channels, ensuring prompt and accurate responses while fostering strong, positive relationships. This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance. The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence. As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction. SATURDAY HOURS ARE REQUIRED.
    $26k-31k yearly est. 18d ago
  • Video Banking Specialist

    German American Bancorp, Inc. 4.5company rating

    Finance representative job in Shelbyville, KY

    Job Title: Video Banking Specialist Summary of Duties and Responsibilities: As a Video Banking Specialist, you will help customers complete various transactions, solve routine problems, and serve as a line of defense for the bank and customers to control risk and promote security controls and so much more. What You'll Do: * Day in the Life - Your focus will be supporting our external customers in a variety of ways including engaging in meaningful conversations to verify account information, perform loan and deposit transactions, answering online chat requests, miscellaneous reporting, reaching out to customers to offer solutions, uncovering needs, and more. * You're Part of a Team - You are a member of the video banking team. You will work closely with the Contact Center including the opportunity to cross train as a call center agent. This position reaches across the organization as you connect clients to departments throughout the company. This role offers amazing insight into the world of banking behind the scenes and our local operations. * And you have to be able to juggle - Multiple and conflicting priorities will come up under specific time constraints. In concert with your leader and other team members, you have to be quick to act when issues arise. What it Takes: * Ability to: communicate effectively (written and verbally), maintain confidentiality, multitask, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Attention to detail and ability to work well in teams and individually. * Proficiency in Microsoft Word and Excel Bonus Points: * Previous customer service experience in a professional setting * Bilingual/Multilingual * Knowledge of Banking What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: 1854 Midland Trail, PO Box 189 Shelbyville, Kentucky, 40065 United States About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
    $36k-41k yearly est. 11d ago
  • Team Kentucky Internship Program - Finance & Administration - Department of Revenue

    State of Kentucky

    Finance representative job in Frankfort, KY

    Advertisement Closes 12/31/2025 (7:00PM EST) 25-06532 Team Kentucky Internship Program - Finance & Administration - Department of Revenue Pay Grade 03 Salary Undergraduate Student - $16.444 Graduate Student - $19.096 TKIP participants will receive additional compensation ($1/hour) for each year that they return as an Intern, after previously completing the program. Employment Type EXECUTIVE BRANCH | LESS THAN 9 MONTHS MAXIMUM | ELIGIBLE FOR OVERTIME PAY | 18A | 40.0 HR/WK Click here for more details on state employment. Hiring Agency Finance & Administration Cabinet | Department of Revenue Location 501 High Street Frankfort, KY 40601 USA Description About Team Kentucky Internship Program The Team Kentucky Internship Program brings talented and motivated college students into the world of public service. The program provides meaningful and relevant work experience, professional development activities, and offers interns networking opportunities with other interns across the Commonwealth, all while working alongside program and field professionals, state government leaders. The Team Kentucky Internship Program is a prestigious and competitive program; therefore, interested applicants must complete an online application and be vetted through an interview process. Those selected for the program will perform valuable work in our state agencies. To be considered for a position in the Team Kentucky Internship Program, applicant must: * Be enrolled at an accredited Kentucky post-secondary school* or other educational institution approved by the Kentucky Personnel Cabinet. * Be in good standing with the school with at least a 2.5 grade point average at hire. * *Graduating high school seniors enrolled in college courses with a 2.5 GPA may also qualify and apply to participate in the program. Candidates must be 18 years of age by May 15, 2026. Interested applicants must upload their unofficial transcript when applying to TKIP positions. Program Requirements - * Attend TKIP Orientation * Attend at least 1 Professional Development Day * Attend at least 1 Agency Tour * Complete 300 working hours throughout the program * Submit the final project * Attend TKIP Reception About the Finance & Administration Cabinet - At the Kentucky Department of Revenue (DOR), we serve the citizens of our Commonwealth through the fair administration of tax laws; adherence to the Taxpayer Bill of Rights; and collection of revenues used to fund public services, programs, and the protection of natural resources. We perform our duties in a manner that is professional, efficient, and merits the utmost in public confidence while demonstrating the highest level of integrity. One of our many goals at DOR is to provide information to the taxpayers of the commonwealth. A few of the best ways to do that is to visit our websites at revenue.ky.gov and taxanswers.ky.gov. Additionally, connect with us on our social media channels to stay updated on information. A Day in the Life - This role offers valuable insight into state-level accounting processes, allowing you to contribute to financial operations, analyze reports, and assist in ensuring fiscal accountability. Ideal for students pursuing degrees in accounting, finance, information technology, or related fields. This internship provides a unique opportunity to build your professional network and develop skills for a career in public financial management. In this role you will: * Understand Statewide ERP Systems: Gain a working knowledge of the Statewide Enterprise Resource Planning (ERP) system, including how it integrates financial data and supports accounting operations for state government agencies. * Develop Financial Reporting Skills: Learn how to prepare, review, and analyze financial reports in compliance with state regulations and accounting standards. * Familiarize with GASB Standards: Understand and apply Governmental Accounting Standards Board (GASB) principles in state financial reporting and ensure compliance with evolving standards. * Support Financial Audits: Assist in preparing for internal and external audits by compiling necessary documentation and ensuring data accuracy. * Strengthen Analytical Skills: Develop the ability to assess financial data, identify discrepancies, and contribute to solutions that ensure accuracy and efficiency in reporting. * Improve Team Collaboration: Work closely with accounting professionals and other state agency staff to support various financial functions, enhancing communication and teamwork skills. * Build Professional Network: Engage with finance professionals in the public sector, gaining insights into career opportunities and best practices in governmental accounting. * Enhance Technical Skills: Become proficient in accounting software and tools used within the state's financial management system, such as Microsoft Excel and ERP modules. What You'll Need to Succeed - Be dependable: Comply with a designated work schedule and meet assigned deadlines. Communicate with your supervisor ahead of time if you are unable to follow your work schedule, would like to request a schedule adjustment, or if you need further support to meet a deadline. Take initiative: Look for ways to go above and beyond in your day-to-day work to show your supervisor that you are a self-motivated problem solver. Take advantage of learning opportunities: Seek out new opportunities to learn about your state agency and state government. Request feedback on your job performance - this will show you are receptive and searching for opportunities to grow. Ask questions if you are unsure how to complete an assigned task or need additional support or guidance. Minimum Requirements EDUCATION: NONE EXPERIENCE, TRAINING, OR SKILLS: NONE Substitute EDUCATION for EXPERIENCE: NONE Substitute EXPERIENCE for EDUCATION: NONE SPECIAL REQUIREMENTS (AGE, LICENSURE, REGULATION, ETC.): Must be 18 years of age at the time of employment. Must be enrolled on a full-time basis in high school as a graduating senior currently enrolled in college level courses OR a college-level student enrolled at an accredited Kentucky post-secondary school or other educational institutions approved by the Kentucky Personnel Cabinet. Applicants must furnish proof of enrollment in such a program to the Personnel Cabinet. Must maintain any required licensure(s), certification(s), or other credentials for the length of employment in this job classification. Employing agency is responsible for ensuring employee possesses and maintains required licensure(s), certification(s) or other credentials. Working Conditions Working conditions will vary based on agency and position. Probationary Period NONE If you have questions about this advertisement, please contact Thomas Bowell at ******************** or ************. An Equal Opportunity Employer M/F/D
    $28k-40k yearly est. 60d+ ago
  • Building Material Commodity Trader - Lawrenceburg, KY

    Tri-State Forest Products 3.6company rating

    Finance representative job in Lawrenceburg, KY

    Build your career at Tri-State! Tri-State Forest Products is a family owned and operated business. Tri-State is the leading wholesale building materials distributor in the Mid-West with 10 locations in Ohio, Indiana, Michigan, Kentucky and Tennessee specializing in engineered wood products. For 30 years we've been providing our brand of personal service accompanied with high quality products to the Tri-State market areas. If you want to feel appreciated and valued while working with a great team, Tri-State is the place to be. Job Summary: As a Commodity Trader specializing in building materials, you will leverage your market knowledge and analytical skills to manage and optimize the purchasing and selling of building materials. You will be responsible for developing and executing trading strategies, conducting market analysis, and building strong relationships with suppliers and customers to maximize profitability and minimize risks. Responsibilities: Develop and maintain strong relationships with customers Cultivate new opportunities with new and existing customers Inventory management & forecasting Monitor market trends, pricing fluctuations, and supply chain dynamics Qualifications: Bachelors' degree in business, supply chain management, finance, or related field 3+ years of experience in building materials commodity trading Strong sales experience Strong understanding of commodity markets, pricing strategies, and risk management processes. Excellent negotiation, communication, and interpersonal skills Building material product knowledge required Benefits: Medical & Prescription coverage Dental & Vision Coverage Hospital & Accident Coverage Company Paid Basic Life Insurance (Employee, Spouse, & Children) Company Paid Short-Term & Long-Term Disability Additional Group Life Insurance Paid Time Off (Immediately Available Upon Hire) Holiday Pay Traditional & Roth 401k Options w/ annual company match Employee Referral Program **This job description is intended to describe the general nature and level of the work being performed by the individuals assigned to this job. This is not an exhaustive list of all duties and responsibilities. Management reserves the right to amend and change the duties and responsibilities of this job to meet business and organizational needs as necessary. **Tri-State is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or, any other protected characteristic.
    $75k-135k yearly est. 8d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance representative job in Frankfort, KY

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500 - $96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 12d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance representative job in Louisville, KY

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 25d ago
  • Financial Services Representative

    Worldacceptance

    Finance representative job in Shepherdsville, KY

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $17 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-17 hourly Auto-Apply 38d ago
  • Team Kentucky Internship Program - Public Protection - Dept. of Financial Institutions

    State of Kentucky

    Finance representative job in Frankfort, KY

    Advertisement Closes 12/31/2025 (7:00 PM EST) 25-06394 Team Kentucky Internship Program - Public Protection - Dept. of Financial Institutions Pay Grade 03 Salary Undergraduate Student - $16.444 Graduate Student - $19.096 TKIP participants will receive additional compensation ($1/hour) for each year that they return as an Intern, after previously completing the program. Employment Type EXECUTIVE BRANCH | LESS THAN 9 MONTHS MAXIMUM | ELIGIBLE FOR OVERTIME PAY | 18A | 37.5 HR/WK Click here for more details on state employment. Hiring Agency Public Protection Cabinet | Office of the Secretary Location 500 Mero Street Frankfort, KY 40601 USA Description About Team Kentucky Internship Program: The Team Kentucky Internship Program brings talented and motivated college students into the world of public service. The program provides meaningful and relevant work experience, professional development activities, and offers interns networking opportunities with other interns across the Commonwealth, all while working alongside program and field professionals, state government leaders. The Team Kentucky Internship Program is a prestigious and competitive program; therefore, interested applicants must complete an online application and be vetted through an interview process. Those selected for the program will perform valuable work in our state agencies. To be considered for a position in the Team Kentucky Internship Program, applicant must: * Be enrolled at an accredited Kentucky post-secondary school* or other educational institution approved by the Kentucky Personnel Cabinet. * Be in good standing with the school with at least a 2.5 grade point average at hire. * *Graduating high school seniors enrolled in college courses with a 2.5 GPA may also qualify and apply to participate in the program. Candidates must be 18 years of age by May 15, 2026. Interested applicants must upload their unofficial transcript when applying to TKIP positions. Program Requirements - * Attend TKIP Orientation * Attend at least 1 Professional Development Day * Attend at least 1 Agency Tour * Complete 300 working hours throughout the program * Submit the final project * Attend TKIP Reception About the Department of Financial Institutions - The Department of Financial Institutions serves Kentucky residents by promoting access to a stable financial industry, implementing effective and efficient regulatory oversight, enforcing consumer protections, encouraging economic opportunities, and encouraging sound financial decisions through financial empowerment programs. The Department conducts operations through three divisions: Depository Division, Non-Depository Division, and Securities Division. This internship will be assigned to the Depository Division, which oversees state-chartered banks, credit unions, and independent trust companies. A Day in the Life - * Will learn the examination process for depository financial institutions, including evaluating the CAMELS (Capital, Asset Quality, Management, Earnings, Liquidity, and Sensitivity to Market Risk) components and determining compliance with applicable laws and regulations. * Will analyze financial information and draw conclusions about the adequacy and sustainability of financial performance. * Will conduct work primarily from the Frankfort office; however, opportunities to travel to institutions to perform assignments will be provided. * Candidates are preferred to have proficient knowledge of Microsoft Office programs, including Excel, Word, and Outlook. What You'll Need to Succeed - Be dependable: Comply with a designated work schedule and meet assigned deadlines. Communicate with your supervisor ahead of time if you are unable to follow your work schedule, would like to request a schedule adjustment, or if you need further support to meet a deadline. Take initiative: Look for ways to go above and beyond in your day-to-day work to show your supervisor that you are a self-motivated problem solver. Take advantage of learning opportunities: Seek out new opportunities to learn about your state agency and state government. Request feedback on your job performance - this will show you are receptive and searching for opportunities to grow. Ask questions if you are unsure how to complete an assigned task or need additional support or guidance. Minimum Requirements EDUCATION: NONE EXPERIENCE, TRAINING, OR SKILLS: NONE Substitute EDUCATION for EXPERIENCE: NONE Substitute EXPERIENCE for EDUCATION: NONE SPECIAL REQUIREMENTS (AGE, LICENSURE, REGULATION, ETC.): Must be 18 years of age at the time of employment. Must be enrolled on a full-time basis in high school as a graduating senior currently enrolled in college level courses OR a college-level student enrolled at an accredited Kentucky post-secondary school or other educational institutions approved by the Kentucky Personnel Cabinet. Applicants must furnish proof of enrollment in such a program to the Personnel Cabinet. Must maintain any required licensure(s), certification(s), or other credentials for the length of employment in this job classification. Employing agency is responsible for ensuring employee possesses and maintains required licensure(s), certification(s) or other credentials. Working Conditions Working conditions will vary based on agency and position. Probationary Period NONE If you have questions about this advertisement, please contact Holly Ross at ***************** or *************. An Equal Opportunity Employer M/F/D
    $28k-40k yearly est. 60d+ ago

Learn more about finance representative jobs

How much does a finance representative earn in Louisville, KY?

The average finance representative in Louisville, KY earns between $22,000 and $77,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Louisville, KY

$41,000

What are the biggest employers of Finance Representatives in Louisville, KY?

The biggest employers of Finance Representatives in Louisville, KY are:
  1. Allstate
  2. Delaney Educational Enterprises
  3. Western & Southern Financial Group
  4. Pierce Mortuary Colleges
  5. Unlock Potential 360
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