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  • Financial Services Representative

    Pyramid Consulting, Inc. 4.1company rating

    Real time trader job in Columbus, OH

    Immediate need for a talented Financial Services Representative. This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-93606 Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Hours: 8 hrs. per day || 40 hrs. in a week Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Start date is flexible. Looking for contingent worker to work 12 PM to 5 PM Monday through Friday. Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed. Provides prompt efficient service for assigned product and/or service center internal and external customers. Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product. Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls. Requests additional information when necessary. Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Researches and corrects errors. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel. Performs other duties as requested. Key Requirements and Technology Experience: Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving Four years of work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics and problem-solving techniques. Excel skills preferred. Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction. Proven ability to operate a CRT and PC. Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $18.5-19 hourly 4d ago
  • Remote Insurance and Investments Financial Services Rep

    Rainmakers Inc. 3.7company rating

    Remote real time trader job

    Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered) Flexible schedule perfect for travelers or stay-at-home professionals No quotas or income caps Residual income + bonuses + stock options Tax advantages (1099 contractor) Requirements: 18+ & no felony record Reliable Wi-Fi & Zoom access Self-motivated & trustworthy
    $31k-43k yearly est. 60d+ ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Remote real time trader job

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or *************************** Job 3: NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-142k yearly est. Easy Apply 60d+ ago
  • Energy Storage Real -Time Energy Trader / Power Trader - REMOTE

    Thinkbac Consulting

    Remote real time trader job

    Real\-Time Energy Trader \/ Power Trader \- Renewables & Battery Storage Locations: HYBRID (Houston, TX Area) \- Relocation Assistance Available This is an opportunity to join an industry leading renewable energy venture with strong private equity backing that is focused on the development, execution, and operations of dynamic utility\-scale energy storage projects. They are at the forefront of the industry, have accumulated over 9GW+ nationwide portfolio of projects that include a utility\-scale fleet of grid\-connected operating standalone battery storage assets This is a business critical role that will be join a team of Energy Traders on a growing Asset Management Division. The initial focus will be on the ERCOT Market leading renewable energy and battery storage real\-time trading transactions but the scope will expand to evaluation of the company's portfolio of utility\-scale renewable energy assets across all ISO \/ RTO markets in the United States. It will be part of a creative team focused on energy storage \/ battery storage trading strategies and real\-time energy pricing. The incumbent will also help pioneer the continued build\-out and utilization of a proprietary battery storage \/ energy storage management platform for utility\-scale renewable projects. They are committed to creating more renewable infrastructure solutions for the grid and are offering industry competitive compensation packages to their employees leading the drive to meet company goals. Other perks included a competitive base salary, open PTO policy, flex work hours, 401K match, solid health benefits, the opportunity to work with a transparent Executive Leadership Team..and more. RESPONSIBILITIES: The Renewables Power Trader \/ Real\-Time Energy Trader \- Execute real\-time power market strategies focused on optimizing the company's utility\-scale battery storage assets across ISO\/RTOs nationwide. The Renewables Power Trader \/ Real\-Time Energy Trader \- drives virtual, PTP, hedging, and co\-optimization energy storage real\-time trading strategies for assets in the portfolio The Renewables Power Trader \/ Real\-Time Energy Trader \- supports the analysis and development of back\-testing models, renewable energy product valuations, project finance, and risk analysis. The Renewables Power Trader \/ Real\-Time Energy Trader \- Advising the Scheduling Coordinator on real\-time market changes that could impact the performance of energy storage assets to ensure optimal BESS availability. This includes Day Ahead \/ Real Time operations such as outage coordination, dispatch, and capacity replacement transactions. The Renewables Power Trader \/ Real\-Time Energy Trader \- Executes real\-time, day\-ahead, and ancillary bids including virtual\/physical power market transactions that override the energy storage trading algorithm where relevant. The Renewables Power Trader \/ Real\-Time Energy Trader \- Acts as the SME on trends across all US Power Market activities and maintains the company's market registrations for multiple ISO\/RTO markets. QUALIFICATIONS: Utility\-scale renewables or power market experience evaluating market conditions to identify sales\/purchase\/arbitrage opportunities Proven track record of success in power trading including experience with portfolio optimization and physical\/virtual power trading dynamics dealing with various energy platforms (renewables, solar, wind, BESS, energy storage, natural gas, O&G, Hydro...etc) Must have experience with scheduling\/trading applications \- NERC Tagging \/ E\-tags, ISO Scheduling Portals, and SCADA Management platforms Well versed in in real\-time energy trading, derivatives, power marketing, and transmission market operations including any relevant NERC, FERC, or transmission tariff\/compliance initiatives Solid analytical background focused on power market pricing, hedging strategies, transaction structuring, and risk assessments Must have an understanding of national energy markets and renewable energy portfolios (PJM, ERCOT, SPP, MISO, NYISO, ISO\-NE, and CAISO) "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638970462","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Industry","uitype":2,"value":"Energy and Utilities"},{"field Label":"City","uitype":1,"value":"Houston"},{"field Label":"State\/Province","uitype":1,"value":"Texas"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"77002"}],"header Name":"Energy Storage Real\-Time Energy Trader \/ Power Trader \- REMOTE","widget Id":"**********00223019","is JobBoard":"false","user Id":"**********00131003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********38111191","FontSize":"15","google IndexUrl":"https:\/\/thinkbac.zohorecruit.com\/recruit\/ViewJob.na?digest=tvisl KDeyfDTxUWo1VQZIzkcn38uRhXrFnMyUlBCRCE\-&embedsource=Google","location":"Houston","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"17k26dc14151ca4874d40943f17d9cf8f7675"}
    $62k-98k yearly est. 60d+ ago
  • Strategic Finance Associate

    Dropbox 4.8company rating

    Remote real time trader job

    Role Description As a Strategic Finance professional supporting the Dropbox organization, you will help shape the company's financial strategy and guide critical business decisions. Your work will span planning and forecasting, evaluating major strategic choices, building financial models, driving pricing and packaging analysis, and supporting new product and revenue initiatives from early concept through scalable operation. You will gain significant senior leadership exposure, working in real time on Dropbox's highest-priority business issues and partnering with teams across Product, Finance, Business Development, Corporate Development, and other cross-functional groups. Dropbox's Strategic Finance team is composed of professionals from top-tier investment banking and consulting backgrounds, and is responsible for the data-driven insights and strategic recommendations that guide the company's direction. Example Projects: You may build bottoms-up financial models for specific business segments to support investment decisions and scenario planning; develop business cases and pricing recommendations for new product launches or evaluate changes to pricing and packaging for existing products; support Business Development in structuring and negotiating partnerships with companies such as Adobe, Zoom, and Slack; partner with Corporate Development to analyze adjacent markets, identify acquisition targets, and evaluate potential synergies; and help establish finance processes, reporting, and forecasting capabilities for new products and revenue streams as they scale from 0 to 1. Responsibilities Build driver-based, bottoms-up financial models to support scenario planning and strategic decision-making Evaluate the financial impact of strategic decisions across the company and translate insights into actionable recommendations Lead analytical workstreams for strategic initiatives related to revenue growth, product expansion, or operational efficiency Synthesize complex information and present clear, compelling insights to senior leadership, including C-suite executives Support M&A execution activities, including product and growth strategy assessment, synergy analysis, and integration planning Partner cross-functionally with FP&A and other Finance teams to support Outlook and Budget processes for relevant products and revenue streams Requirements 4+ years of experience in investment banking, equity research, private equity, venture capital, consulting, or strategic finance/bizops Strong financial modeling skills, with the ability to build detailed models from scratch Strong analytical and technical skills Ability to distill complex problems into structured frameworks and actionable insights Proactive and comfortable working independently in a virtual-first environment Degree in Economics, Finance, or a quantitative field is preferred Experience conducting data analysis for a technology company and proficiency in SQL (SQL required) Experience in SaaS/subscription-based businesses is a plus Preferred Qualifications SaaS/subscription modeling experience Advanced SQL experience Experience supporting pricing strategy, market analysis, or business case development Familiarity with financial systems and analytics tools Compensation US Zone 1 This role is not available in Zone 1 US Zone 2$130,500-$176,500 USDUS Zone 3$115,900-$156,900 USD
    $130.5k-176.5k yearly Auto-Apply 1d ago
  • Future Role at Catio

    Catio

    Remote real time trader job

    Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide. Join Our Talent Community for Future Roles at Catio Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply. Why Consider a Future at Catio? Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business. Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team. Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance. Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how. Who We're Looking For: We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship! How to Express Interest: If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available. Catio: Where Your Future Is Built Today Shape the Future with Catio Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform. At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities. Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Strategic Finance Associate

    Consensys

    Remote real time trader job

    Consensys is the leading blockchain and web3 software company founded by Joe Lubin, CEO of Consensys and Co-Founder of Ethereum. Since 2014, Consensys has been at the forefront of innovation, pioneering technological developments within the web3 ecosystem. Through our product suite, including the MetaMask platform, Infura, Linea, Diligence, and our NFT toolkit Phosphor, we have become the trusted collaborator for users, creators, and developers on their path to build and belong in the world they want to see. Whether building a dapp, an NFT collection, a portfolio, or a better future, the instinct to build is universal. Consensys inspires and champions the builder instinct in everyone by making web3 universally easy to use and develop on. Our mission is to unlock the collaborative power of communities by making the decentralized web universally easy to access, use, and build on. You'll get to work on the tools, infrastructure, and apps that scale these platforms to onboard one billion participants and 5 million developers. You'll be constantly exposed to new concepts, ideas, and frameworks from your peers, and as you work on different projects - challenging you to stay at the top of your game. You'll join a network of builders that reaches the edge of our ecosystem. Consensys alumni have moved on to become tech entrepreneurs, CEOs, and team leads at tech companies. About Finance Team The Finance team partners closely with the business in overseeing company wide resource allocation and generating detailed financial analyses to drive the business forward. We also develop advanced capital strategies to support the company's short- and long-term future. The Corporate Finance team is looking for a Strategic Finance Associate to help with our mission to support financial decision-making and corporate planning while embodying our company's values. Your efforts will influence key financial insights and strategic recommendations we provide to Consensys Software's leadership and Board, and design and implement company-wide processes to drive toward our desired business and financial outcomes. You will engage with product, operations, strategy, marketing and customer success in developing these strategic recommendations. A passion for blockchain technology, cryptoeconomics, exceptional work ethic, and team oriented mentality is essential for this impactful role. What you'll do Maintain ownership of comprehensive, drivers-based financial models with an integrated set of financial statements, assumptions, and metrics Support best-in-class finance capabilities by partnering with teams across the company to drive financial and strategic insight through deep goal-oriented financial analysis and long-range planning. You are comfortable with analyzing and pressure testing the long-term drivers of the business and will develop creative solutions to problems using qualitative and quantitative methods (e.g. market sizing to determine product prioritization, organizational planning and its effect on org. velocity, unit economics & ROI) Prepare, analyze, and summarize monthly financials and key performance indicators (KPIs) reports for use by leadership teams Provide strong business analytic decision support on numerous revenue and cost initiatives, return on investment analyses and/or other assigned projects. Act as a strategist and key stakeholder through risk adjusted financial analyses on potential investments, choices, and trade-offs - Act as an operator through effective financial planning and analyses Develop a thorough and detailed understanding of both our long term strategy as well as our core product and financial metrics. Work closely with the Accounting team to ensure timely and accurate financial reporting Support presentation materials (e.g. Ops reviews, Finance Leadership & Board materials) as well as contribute to other ad hoc Corporate Finance and Operations projects. Would be great if you brought this to the role Bachelor's degree in Accounting/Finance, Economics, Engineering or related field preferred 2+ years of relevant experience in financial modeling, planning and analysis, with a track record demonstrating excellent technical skills Venture backed startup, Strategy Consulting Firm and/or Investment Banking experience Prior experience in a high-growth high tech/software/fintech/SaaS organization is a plus Entrepreneurial, flexible, and collaborative - you will have a strong EQ and experience with partnering across matrixed organizations Experience building financial models and developing automated reports and dashboards Advanced skills in Excel and adept user GSuite with proficiency in SQL a plus Strong written and verbal communication skills Willing / “can do” attitude, commitment to quality, enthusiasm, and attention to detail. Intellectual curiosity and complete professional ownership Strong growth mentality to seek out continuous improvement and development opportunities through a growth mindset Understanding and familiarity with blockchain and cryptocurrency is a plus Don't meet all the requirements? Don't sweat it. We're passionate about building a diverse team of humans and as such, if you think you've got what it takes for our chaotic-but-fun, remote-friendly, start-up environment-apply anyway, detailing your relevant transferable skills in your cover letter. While we have a pretty good idea of what we need, we're ready for you to challenge our thinking on who needs to be in this role. It is a requirement of employment in this position that applicants will be required to submit to background checks including but not limited to employment, education and criminal record checks. Further details will be provided to applicants that successfully meet the criteria for the position as determined by the company in its sole discretion. By submitting an application for employment, you are acknowledging and consenting to this requirement. The salary range for US-based candidates only will be determined throughout the interview process depending on experience and skills. US pay range (not including bonus, equity or other benefits)$102,000-$153,000 USD In the rapidly evolving Web3 space, we believe that everyone is a builder. This expansive paradigm requires a range of backgrounds, talents, skills, and experiences to influence and shape the future. At Consensys, this diversity fuels our ability to shift control and redefine the realm of possibility. We are committed to ensuring that our technology empowers people and communities with economic and political agency through decentralized technologies. We welcome the range of perspectives and differences and celebrate them. We're excited to see how your unique skills as a builder can contribute to our vision, drive innovation, and help us shape a more inclusive Web3. Consensys is an equal opportunity employer. All employment decisions are made without regard to race, color, national origin, ancestry, sex, gender, gender identity or expression, sexual orientation, age, genetic information, religion, disability, medical condition, pregnancy, marital status, family status, veteran status, or any other characteristic protected by law. Consensys is aware of fraudulent recruitment practices and we encourage all applicants to review our best practices to protect yourself which can be found (*************************************************************************
    $102k-153k yearly Auto-Apply 6d ago
  • Strategic Finance Associate - Corporate Finance & Systems

    Mercury 3.5company rating

    Remote real time trader job

    In 1976, the British statistician George Box wrote that “all models are wrong, but some are useful,” which remains a fundamental principle for anyone attempting to model the complexities of reality. Just as a map would need to be the size of a city to capture every last detail, a financial model that captures every nuance of a business would rival that business in scale. The challenge of a model builder is thus to find the balance between detail and brevity that allows a model to represent the most important dynamics that drive a business, while making the right simplifying assumptions to ensure the model is a useful tool for decision making. At Mercury, we're revolutionizing banking* for the modern age and building the finance stack that empowers startups to thrive. As we expand our horizons with new business lines and reach more customers, we need financial reporting, models, and infrastructure that evolve at the pace of our business. We're looking for a Strategic Finance team member to build and own the financial models and processes that power our decision making. In this role, you'll not only own Pigment, our FP&A tool, but also build the models and dashboards that enable us to make the most critical decisions. Your Impact You'll be a key player in Mercury's financial evolution, working directly with the Corporate Finance Lead to: Own the next generation of our operating model and reporting, enabling the company to make strategic financial decisions faster and more accurately Manage and improve our FP&A processes and tools, with a focus on Pigment, to maximize the impact and efficiency of our Strategic Finance team Design and build automations in our reporting to accelerate the time from information to insight to action Build and maintain sophisticated, scalable financial models to help the company chart a clear path between investing in new products and building a profitable, scalable business Play a critical role in reporting for executives, our board, and investors to enable deep insight into our business Partner with teams across Mercury to improve our internal processes and uncover opportunities for value creation Build the foundation for Mercury's strategic initiatives, from annual planning to fundraising and M&A activities What You Bring 3-5 years of experience in finance, investment banking, or consulting, with experience managing FP&A tools (Pigment, Anaplan, Adaptive, etc) strongly preferred Exceptional financial modeling abilities and experience building in Pigment or similar tools; SQL skills are a plus Advanced Excel and Google Sheets skills, both in analyzing data and translating it into insights Strong written and verbal communication skills with the ability to concisely explain complex problems and systems to varied audiences A zeal for improving processes and driving efficiencies, cutting through ambiguity to find simplicity Ownership mindset and ability to excel in a fast-paced, remote-first culture The total rewards package at Mercury includes base salary, equity (stock options), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $142,900 - $160,700 US employees outside of the New York City, Los Angeles, Seattle or the San Francisco Bay Area: $128,600 - $144,600 Canadian employees (any location): CAD 135,000 - 151,900 *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role. We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024. [Please see the independent bias audit report covering our use of Covey for more information.] #LI-SN1
    $142.9k-160.7k yearly Auto-Apply 4d ago
  • Financial Planning Associate (Entry Level)

    Foster Klima 3.9company rating

    Remote real time trader job

    Job Description Are you looking for your Forever Agency? The Foster Klima agency is in MN, ND, and SD. We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a Financial Planning Associate (Entry Level) for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. No territory restrictions - serve clients nationwide!! Compensation: Great Potential, High Earning potential with 4-year enhanced commissions to help start your business, Draw, Training Allowance, and Bonuses. The 2024 Financial Professionals top 100 average income, with draw, incentives, commissions, and renewals, exceeds a seven-figure income Work From Home Opportunity after training and licensing, in combination with in-person training and client meetings. Launch Your Sales Career with Purpose and Support Are you ready to build a meaningful career in sales where you can help people, grow your skills, and achieve professional success? Our client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial Services Representative. No prior sales experience is required - only a strong work ethic, willingness to learn, and a passion for connecting with people. Our client provides comprehensive training, mentorship, and resources to set you up for success. Training & Development Our client invests in your growth by providing: Paid training and onboarding support Ongoing coaching and mentorship from experienced leaders Access to proven sales tools and technology Professional development opportunities and career pathing Benefits & Rewards Competitive compensation structure with bonuses and incentives Full benefits package including retirement savings, health, dental, and vision coverage Personalized coaching and leadership development opportunities Pathways for advancement and long-term career growth Supportive, collaborative team environment Compensation: $85,000 - $125,000 at plan commission Responsibilities: Your Role Deepen relationships with existing clients and expand your reach through strategic growth Deliver comprehensive financial planning tailored to each client's unique goals Leverage Foster Klima's platform to streamline operations and enhance client outcomes Collaborate with a network of high-performing advisors and mentors Maintain long-term relationships and guide clients through life's financial transitions Qualifications: Who We're Looking For Minimum 2-3 years of experience as a financial advisor or representative Proven success in client acquisition, retention, and relationship management Go-getter mindset with a commitment to client-first service Strong communication skills and a collaborative spirit Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66) About Company Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we're committed to helping clients - and our advisors - build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures. Let's Talk! If you're ready to start a career that offers purpose, flexibility, and growth, we'd love to hear from you. No sales territory restrictions - you can work with clients across the U.S. once licensed.
    $85k-125k yearly 21d ago
  • Strategic Finance Associate

    Runwise

    Remote real time trader job

    Runwise is looking to hire a Strategic Finance Associate and add to one of the largest and fastest-growing prop-tech companies in the US. Runwise (**************** is a fast-paced, customer-focused climate-tech startup that controls and runs the key energy systems (heating, cooling, water, etc…) in 8,500+ buildings throughout the US. Runwise's unique hardware and software service significantly reduces energy usage, substantially lowering costs and carbon output. As of today, Runwise's technology takes the equivalent of 100,000 cars worth of carbon emissions off the road each year. In this highly visible role, you'll join a small, agile finance team with significant runway to develop, implement, and execute on Runwise's financial strategy. Reporting to the Strategic Finance Manager, you'll join a high-growth start-up as the second strategic finance hire, and leverage your analytical skills to solve complex financial challenges that do not have well-defined solutions. Responsibilities will include, but are not limited to: Collaborate on and independently build sophisticated financial models and synthesize outputs into actionable insights to support immediate, medium, and long-term decision-making Monitor financial performance metrics, cash flow dynamics, and other KPIs to identify areas for improvement and implement corrective actions whenever necessary Strategically partner cross-functionally with other business units (e.g., sales, marketing, field service) to conduct deep-dive analysis, creatively solve ad-hoc analytical problems, monitor results, and iterate on alternative solutions Work closely with the finance team and executive leadership to define and constantly improve the Company's short and long-term financial strategy Assist in evaluating potential M&A opportunities and strategic partnerships Manage recurring and ad-hoc financial operations requirements such as financial reporting, investor data requests, quarterly sales incentive plan payouts, strategic partnership operations, etc. Here's what we're looking for: Experience. You have 1-2+ years of relevant experience in investment banking, private equity, corporate development, and/or FP&A roles. Operational SaaS and/or strategic finance experience is a plus. You have a long track record of academic and professional success. Technical Skills. You're an expert in Excel and are comfortable across the GSuite (Google Sheets, Slides, Docs, etc.). You have experience building complex financial models from scratch. You can synthesize large datasets into actionable outputs and combine financial modeling, other quantitative analysis, and sound business judgment to recommend solutions. Strategic Thinking. You're a data-driven thinker and you approach complex problems with an open mind. You are intellectually curious, and you naturally seek to understand the ‘why' behind data. You can synthesize complex information into creative recommendations. Precision. You value precision and accuracy, you have a sharp attention to detail and you take pride in all of your work. You have a natural feel for numbers and data, and you can produce a high-quality work product in a fast-paced and dynamic environment. Attitude. You're a self-starter and you're comfortable operating in ambiguous and uncertain situations. You desire to take ownership of projects and drive them to completion with limited guidance. You're energized by joining a high-growth company and making an immediate impact. You're flexible and amenable to the constantly changing requirements of our business. You're willing to voice your opinions and challenge decisions strongly, but ready to disagree and commit when required. Salary range: $105,000-$125,0000 based on experience level. What you believe: No job is too small. Sincerity builds trust. Setbacks fuel progress. Efficiency is vital. Benefits: Medical, dental, and vision insurance HSA & FSA options Paid Parental Leave Access to Talkspace & Health Advocate Flexible PTO Commuter Benefits 401K Company paid life insurance Voluntary supplemental life insurance Remote or hybrid work environment in our New York office Summer Fridays Monthly L&D Series Employee Resource Groups (e.g. DEIB Committee, Run Club) This role can sit remote but if you are in NYC this role can be Hybrid. This is an excellent opportunity to join a fast-growing tech company in a high-impact role with significant ownership and visibility. You will be surrounded by talented people where you will learn about real estate and software/managed services sales, whilst having a tangible impact on reducing carbon emissions across the country.
    $105k-125k yearly Auto-Apply 55d ago
  • Entry Level Financial Growth Associate

    Phx Legacy Inc.

    Remote real time trader job

    Job DescriptionBenefits: Life Insurance 401(k) Flexible schedule Opportunity for advancement Tuition assistance About Us Were a modern, growth-minded financial services and wealth management team helping people grow, protect, and pass down their income. Our mission is simple: empower individuals and families to build a secure financial future and have fun doing it. We value collaboration, mentorship, and a people first approach. If youre passionate about learning, helping others, and starting a meaningful career in finance, this is your opportunity to get in on the ground floor of something special. What Youll Do As an Entry-Level Financial Growth Associate, youll work side-by-side with experienced financial professionals to: Build lasting relationships and help clients create complete financial plans tailored to their goals. Guide clients in key areas such as investments, insurance, retirement planning, and mortgage solutions. Help families make smart, confident financial decisions that allow them to grow, protect, and pass down their wealth. Collaborate with your team to provide exceptional client experiences. Receive ongoing mentorship and financial training to help you develop into a licensed professional. Well Help You Get Licensed Well sponsor and fully support your journey to earn your professional credentials, including: Life & Health Insurance License Investment Licenses (SIE, Series 6, and 63, 26, 65 depending on role) Mortgage Loan Originator License No prior finance experience required we provide the tools, training, and mentorship to help you succeed. What Were Looking For A positive attitude and strong desire to help others Great communication and relationship-building skills A team-player mindset and eagerness to grow Willingness to study, learn, and become licensed Life insurance license preferred (not required) If youre motivated, coachable, and passionate about building a career in financial planning, investments, or wealth management, youll fit right in. Why Join Us Paid training and licensing support Inclusive, growth-oriented culture Clear career advancement path into financial advisor or leadership roles Flexible scheduling and work-life balance Meaningful work that changes lives Ready to Build Your Future? If youre ambitious, people-oriented, and ready to start a career in finance that makes a difference, we want to meet you. Apply today and take your first step toward becoming a trusted financial professional. This is a remote position.
    $52k-103k yearly est. 10d ago
  • Finance Associate

    Banza 3.7company rating

    Remote real time trader job

    Who We Are: Banza reimagines your favorite comfort foods, like pasta, pizza, mac & cheese, and waffles, using chickpeas. Why? Because we know chickpeas aren't just delicious, they're also one of the most nutritious and sustainable foods. Yet 80% of the country isn't eating enough of them. Our mission is to inspire people to eat more chickpeas and other beans, making a positive impact on human health and the environment. We've been named one of TIME Magazine's Best Inventions of the Year, Adweek's Best Food Brand, and are proud to have fans at Good Morning America, The New York Times, Food & Wine, Bon Appétit, and more. Your Mission: Banza is looking for an enthusiastic, detail-oriented, proactive and motivated professional to be a key member of Banza's growing finance team. You will report to the Senior Director of the department and collaborate with executive management and key stakeholders across the business. You will help shape Banza's financial planning & analysis function and help develop and maintain core management & financial reporting. You will assist with process improvements across the organization. You are an analytical and organized problem solver who thrives on chasing down issues and finding solutions in a constantly evolving and dynamic business environment. You also must be an effective communicator, delivering routine presentations and financial updates to the rest of the organization. What You'll Do: Maintain, analyze, and help develop weekly, monthly, and quarterly reporting for key business leaders Coordinate budget and forecast process cross-functionally to gather inputs and updates Own live P&L flash process Create and implement financial analyses and reporting based on short-term and long-term department and business needs Develop a strong understanding of the company's P&L, balance sheet, and cash flow dynamics, and use this knowledge to provide holistic financial analysis and recommendations Constantly innovate on processes to enable scalability, efficiency, and best practices Own Banza's core operating and financial models Own & maintain Banza's financial presentations and internal and external board deck materials Assist in the development of ROI framework for Banza initiatives and investments, and report out progress to stakeholders and management Provide analytical support for monthly and quarterly board meetings and assist in the assembly of all board and internal financial reporting Partner with management of internal manufacturing to own and maintain reporting of manufacturing data and KPIs Ensure system & financial data accuracy & integrity Help build an expanding and awesome food business! Who You Are: A diligent and responsible finance professional with 3-5 years of experience in FP&A, Corporate or Strategic Finance (ideally within a high-growth CPG company), Private Equity, or Investment Banking Detail-oriented and solutions-driven, with a strong analytical mindset Skilled at managing, analyzing, and summarizing large, complex datasets An Excel whiz with advanced modeling and analytical capabilities Systems and tech-savvy, with familiarity in NetSuite or similar ERP systems (Tableau or SQL experience not required, but a plus) A champion of process automation and AI-enabled efficiency Possesses a strong command of financial statements and the ability to connect commercial activity to its full financial impact: from revenue recognition through gross margin, working capital, and cash generation A creative problem solver and thoughtful report and model builder Experienced in creating and managing integrated financial models in Excel or other planning applications Emotionally intelligent and highly adaptable, able to manage competing priorities and tight deadlines An effective and confident communicator and presenter A very effective communicator and presenter Holds a BA or BS in Finance, Accounting, Economics, or a related field Passionate about what Banza's doing! To Apply: Write a cover letter describing why you want to join Banza and why you would be an excellent fit for this role (yes, we actually read every cover letter!) and then apply directly to this posting. We're aware of the research showing that historically underrepresented groups are less likely to apply for a job if they don't believe that they meet all of the criteria. Do you hesitate to submit an application because you believe you need to check every box? Please apply anyway with a thoughtful cover letter! We would love to hear from you to discuss how you can help us build a great team at Banza. Compensation The salary range for this role is $75,000 - $110,000. The range is for the expectations as laid out in the job description; however, we are often open to a wide variety of profiles and locations. Any updates to the salary range or considerations based on your experience and location will be communicated to you as a candidate. Our salary ranges are based on verified market data and our philosophy of paying competitively for our size and industry. Individual pay rate decisions are based on several factors, including qualifications for the role, experience level, skillset, geographical location, and balancing internal equity relative to peers at the company. We expect the majority of the candidates who are offered roles at our company to fall within the range based on these factors. Perks and Benefits Equity in Banza Annual Bonus Medical, Dental, and Vision Insurance starting day 1: Banza pays 80% of the monthly premiums for employees and 70% for dependents One Medical Membership Short-Term Disability and Life Insurance Flexible Spending Account Commuter Benefits 401(k) Paid Time Off: 20 vacation days, 10 holidays, 6 sick days, 2 personal days, and a birthday day off Extended Leave: Short-Term Disability, Parental Leave, and other Paid Family Leave. Support provided by our end-to-end leave management partner, Sparrow New Parents: 12 weeks of paid parental leave plus additional optional leave time to add, and 4 weeks of flexible return to work arrangements. Breast milk shipping service for traveling team members provided by Milk Stork Monthly fitness, internet and phone stipends Monthly lunch stipend to encourage team member connection Annual education stipend Home office set-up stipend Unlimited Pasta, Rice & Mac $500 annual stipend to purchase our pizza and waffles, wherever they're sold Quarterly snack box for remote employees Lively NYC office stocked with snacks and beverages Quarterly in-person and remote events Our Commitment: Banza is committed to a diverse and inclusive workforce. To achieve our mission of inspiring people to eat more chickpeas and other beans, we greatly benefit from a range of perspectives, which comes from diversity of all types, at all levels of the organization. Facilitating diversity and inclusion is the smart thing for our business. So we strongly encourage women, veterans, people with all abilities, people of color, and gender nonconforming candidates to apply. Banza is an Equal Opportunity Employer and does not discriminate on the basis of an individual's sex, age, race, color, creed, national origin, alienage, religion, marital status, pregnancy, sexual orientation or affectional preference, gender identity and expression, disability, genetic trait or predisposition, carrier status, citizenship, veteran or military status and other personal characteristics protected by law. All applications will receive consideration for employment without regard to legally protected characteristics. Banza will consider qualified applicants, including those with criminal histories consistent with legal requirements. Banza participates in E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. As a participating employer, we provide the federal government with Form I-9 information to verify work authorization. For more information about E-Verify, please visit ***************** If you have any questions, please email *****************.
    $75k-110k yearly Auto-Apply 40d ago
  • Associate Principal/Utility Regulation and Finance (Energy practice)

    Charles River Associates 4.7company rating

    Remote real time trader job

    Since 1965, Charles River Associates has been a premier consulting firm that offers employees a place to learn from a diverse group of consultants, industry experts, and academics. At CRA you will be exposed to leading minds who use economic, financial, and business analysis to solve complex world problems for an impressive roster of clients, including major law firms, Fortune 100 companies, and government agencies. Through a collegial environment, formal and informal training opportunities, and a broad array of professional development resources, your experience at CRA will open doors for you as you launch your career. Position Overview Our consultants in CRA's Energy Practice advise clients in the regulated energy space on the issues most crucial to their businesses. Our experts are recognized leaders in their areas of specialization and combine decades of experience with top consultancies and in senior in-house roles. They offer clients access to the industry insights they rely on to navigate complexity and achieve competitive advantage. We represent utilities and other energy firms before their regulators, lend our expertise to the resolution of disputes, support investors on complex transactions, and help plan and build the energy grid of the future. We provide advice and expert testimony on state and federal rate cases, and we partner with stakeholders across the supply chain to develop strategies that will create value and reduce risk for customers and shareholders. We work in the electric, gas, and water in jurisdictions throughout North America and Europe. CRA's Energy practice is seeking to expand its existing regulatory team with the hire of senior-level consultants with industry expertise in areas spanning finance associated with utility transactions and rate regulation. In particular, we expect that candidates will have experience demonstrated by a record of success in one or more of the following practice areas: Utility revenue requirements, cost of capital, cost of service, or rate design; Project management involving all aspects of utility state and/or federal rate cases and similar docketed proceedings; Alternative regulation, including performance-based regulation, multi-year rate plans, energy decoupling and incentive regulatory mechanisms; Transactions involving regulated utilities or infrastructure; Strategic advisory for utilities or the owners of regulated infrastructure. CRA values candidates with relevant expertise acquired in consulting roles as well as in-house with utility companies, banks, developers, and regulatory agencies. Mid-level position roles, including Associate Principal titles require at least 6 years of experience working/consulting with energy regulated firms. Candidates must have experience contributing to delivery of impactful reports and analyses, and managing projects on a day-to-day basis. Experience building relationships with clients will be preferred, as it will be important as part of their career progression. Additional detail on the desired qualifications that apply to all levels include: Desired Qualifications A bachelor's degree in the relevant financial/economics/business discipline is required. A master's degree is strongly desired. The ability to independently manage consulting teams and complex assignments with limited oversight. Demonstrated ability to coach, mentor, and develop junior staff. Excellent writing and communication and presentation skills that include the ability to convey complex, technical concepts with impact. Publications that demonstrate positioning as a thought leader in the industry would be considered a strong asset. Familiarity with ratemaking proceedings, disputes, or other docketed matters. Comfort working in an unstructured environment. Strong problem-solving abilities and resourcefulness. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently expect that individuals spend at least 3 to 4 days a week working in the office (which may include traveling to another CRA office or to client meetings), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. Salary and other compensation A good-faith estimate of the annual base salary range for this position is $140,000 - $215,000. Stating pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation. CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.
    $140k-215k yearly Auto-Apply 6d ago
  • Financial Clearance Associate, Surgery Center, FT, 8:30A-5P

    Baptisthlth

    Remote real time trader job

    Financial Clearance Associate, Surgery Center, FT, 8:30A-5P-155339 Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in.Description The incumbent will be responsible for obtaining and verifying necessary demographic and insurance information, including authorization/referrals/notifications (diagnostic, surgical, therapy, admissions/observations, and other procedures/treatments). Responsible for scheduling patients' appointments/procedures (initial, follow-up, and/or add-on), as applicable. This position requires the incumbent to be in a call center type environment and responsible for meeting individual quality metrics (e.g., productivity, accuracy, customer service QA, etc.). Responsible for coordinating patient flow, timely processing, maintaining knowledge and deployment of practices used within the department/physician practice/hospital to address patient questions or concerns. Maintaining knowledge of insurance requirements, Baptist Health South Florida (BHSF) pricing, financial assistance options, and overall BHSF Revenue Cycle operations. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.Qualifications Degrees:High School,Cert,GED,Trn,Exper.Additional Qualifications:Complete and successfully pass the Patient Access training course.Ability to work in a high volume, fast-paced work environment.Ability to perform basic mathematical calculations.Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills .Desired: Basic knowledge of medical and insurance terminology.Experience with computer applications (e.g., Microsoft Office, knowledge of EMR applications, etc.) and accurate typing skills.Knowledge of regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, and Medicare coverage structure, including medical necessity compliance guidelines.Bilingual English, Spanish/Creole.Minimum Required Experience: Less than 1 year Job Customer ServicePrimary Location RemoteOrganization Baptist Outpatient ServicesSchedule Full-time Job Posting Dec 18, 2025, 5:00:00 AMUnposting Date OngoingEOE, including disability/vets
    $63k-104k yearly est. Auto-Apply 6d ago
  • Entry Level Financial Associate

    Transamerica 4.1company rating

    Remote real time trader job

    Exciting Commission-Based Opportunity in Financial Services! Join Us and Secure Your Future Success! Are you a dynamic and motivated individual with a passion for helping others secure their financial future? We are seeking talented individuals as well as entry level opportunities to join our team as a Financial professional in a commission-based role that offers not only financial rewards but the satisfaction of making a real difference in people's lives! Position: Financial Professional Location: Nationwide, Remote Opportunities Available About Us: We work with leading providers of life insurance and Financial solutions, committed to empowering individuals and families with financial security. As we continue to grow, we are looking for ambitious individuals to join our team and play a crucial role in protecting and enhancing the lives of our clients. Responsibilities: As a Financial Professional, you will: Educate clients on the importance of life insurance , annuities, Mutual funds, long term care and other investment opportunities; and help them identify their specific needs. Develop and maintain strong relationships with clients, providing personalized Financial solutions. Present and explain Financial products, ensuring clients understand their coverage and benefits. Generate leads through networking, referrals, and other effective prospecting methods. Achieve and exceed sales targets through a consultative and customer-focused approach. What We Offer: Lucrative Commission Structure: Unlimited earning potential with competitive commission rates and bonuses. In this career you get out what you put in! Comprehensive Training: Receive thorough training and ongoing support to enhance your skills and knowledge. Flexibility: Enjoy the freedom of a remote work environment with a schedule that suits your lifestyle. Rewarding Career: Make a positive impact on the lives of others while building a successful and fulfilling career. Recognition and Incentives: Be celebrated for your achievements with recognition, awards, and exciting incentives. Qualifications: Sales experience preferred but not required, preferably in the insurance or financial services industry. Excellent communication and interpersonal skills. Life and Health Insurance License (or willingness to obtain one). Self-motivated and results-driven with a commitment to continuous learning. How to Apply: Ready to embark on an exciting journey in Financial Services? Let us know why you are the ideal candidate to help individuals secure their financial futures! Join us and be a part of a team that values your success and the positive impact you can make in the lives of others. Your career in Financial Services starts here!
    $64k-80k yearly est. 60d+ ago
  • General Interest - Experienced Investment Banker - Columbus or Cleveland

    Copper Run Capital

    Real time trader job in Columbus, OH

    Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
    $114k-213k yearly est. Auto-Apply 60d+ ago
  • Financial Associate

    Ground Level Goals 3.9company rating

    Remote real time trader job

    , flexible Financial Associate We specialize in providing personalized financial planning and investment management services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Position Overview: We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate. This is a flexible position that offers the opportunity to gain valuable experience in the financial industry while working with a dynamic and growing company. Key Responsibilities: - Assist financial advisors with client meetings, including preparation of materials and note-taking - Conduct research and analysis on financial products and services - Prepare financial reports and presentations for clients - Maintain client records and ensure accuracy of data - Collaborate with team members to develop and implement financial plans for clients - Stay up-to-date on industry trends and regulations - Provide excellent customer service and support to clients Qualifications: - Excellent communication and interpersonal skills - Proficient in Microsoft Office and financial software - Ability to work independently and in a team environment - Detail-oriented and organized - Must be able to maintain confidentiality and handle sensitive information Location: This is a 100% remote opportunity This is a non base 1099 opportunity Required Skills: Analysis Offers Financial Planning Confidentiality Interpersonal Skills Presentations Regulations Records Materials Preparation Research Software Planning Customer Service Microsoft Office Communication Management
    $42k-71k yearly est. 60d+ ago
  • Global Private Bank (GPB) - Finance Analysis Associate

    JPMC

    Real time trader job in Columbus, OH

    J.P. Morgan Asset & Wealth Management, a global leader with $4.3 trillion in client assets, offers comprehensive investment management and services to institutions, high-net-worth team members, and retail investors. Our Global Finance & Business Management team strategically manages capital, promotes growth, and ensures resilience in all market conditions. With over 200 years of history, JPMorgan Chase & Co. delivers innovative financial solutions, valuing diversity and inclusion by offering equal opportunities and accommodations for all. As a Finance Analysis Associate within the Global Private Bank (GPB), you will collaborate with Product CFOs, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows. You will coordinate changes to the GPB organization and custom hierarchies, assist the MIS Controller with reporting changes, and be a point of reference for revenue, flows, and balance reporting matters. You will also coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. Job responsibilities Collaborate with Product CFO's, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows. Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders. Assist the MIS Controller with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement. Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures. Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications. Required qualifications, capabilities, and skills 3+ years financial analysis experience Project management experience Desire to learn the technical aspects of revenue, flows and balance reporting Strong financial and analytical skills, as well as creative problem solving skills Ability to identify, trouble shoot and investigate reporting anomalies Exhibits the ability to consistently execute responsibilities independently Identify priority items and manage multiple deliverables effectively. Advanced Microsoft Excel skills. The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements. Strong Microsoft Access skills Bachelors degree in Finance or related discipline Preferred qualifications, capabilities, and skills Preferred experience in the financial services industry Experience with VBA/macros and essbase is a plus
    $36k-67k yearly est. Auto-Apply 60d+ ago
  • Financial Clearance Associate, Surgery Center, FT, 8:30A-5P

    Bethesda Health 4.6company rating

    Remote real time trader job

    Financial Clearance Associate, Surgery Center, FT, 8:30A-5P-155339 Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in.Description The incumbent will be responsible for obtaining and verifying necessary demographic and insurance information, including authorization/referrals/notifications (diagnostic, surgical, therapy, admissions/observations, and other procedures/treatments). Responsible for scheduling patients' appointments/procedures (initial, follow-up, and/or add-on), as applicable. This position requires the incumbent to be in a call center type environment and responsible for meeting individual quality metrics (e.g., productivity, accuracy, customer service QA, etc.). Responsible for coordinating patient flow, timely processing, maintaining knowledge and deployment of practices used within the department/physician practice/hospital to address patient questions or concerns. Maintaining knowledge of insurance requirements, Baptist Health South Florida (BHSF) pricing, financial assistance options, and overall BHSF Revenue Cycle operations. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.Qualifications Degrees:High School,Cert,GED,Trn,Exper.Additional Qualifications:Complete and successfully pass the Patient Access training course.Ability to work in a high volume, fast-paced work environment.Ability to perform basic mathematical calculations.Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills .Desired: Basic knowledge of medical and insurance terminology.Experience with computer applications (e.g., Microsoft Office, knowledge of EMR applications, etc.) and accurate typing skills.Knowledge of regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, and Medicare coverage structure, including medical necessity compliance guidelines.Bilingual English, Spanish/Creole.Minimum Required Experience: Less than 1 year Job Customer ServicePrimary Location RemoteOrganization Baptist Outpatient ServicesSchedule Full-time Job Posting Dec 18, 2025, 5:00:00 AMUnposting Date OngoingEOE, including disability/vets
    $41k-57k yearly est. Auto-Apply 6d ago
  • CPQ Consultant - Financial Services

    Accenture 4.7company rating

    Real time trader job in Columbus, OH

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: + Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies + Lead delivery teams that help clients build and manage customer relationships and maximize sales + Advise clients on ways to measure and improve their customer satisfaction and other business metrics + Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice + Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position + Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. + Resolve integration and interfacing issues between various back-end systems. + Optimize application performance and scalability. Here's what you'll need: + 4+ years of experience architecting CPQ solutions including capabilities such as: + Product modeling, configuration, and rules (CTO and ETO) + Guided configuration and selling + Pricing and discounting + Workflow and approvals + Quoting, document generation, and e-signature + Contracts, subscriptions, and renewals + Quote to order conversion + 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). + A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. + 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: + You have certifications in any of the following: + Oracle CPQ Cloud Certified Implementation Specialist + Salesforce CPQ Specialist + Salesforce Admin + Salesforce Developer + Conga CPQ Product Certification + Experience with cloud application architectures, data models, configuration, and customization + Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load + Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce + Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design + Expertise in working with other relevant CPQ packaged solutions + Firm understanding of web application design and analysis, design patterns, and object-oriented design + Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback + Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $63,800 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York/New Jersey $59,100 to $205,800 Washington $68,000 to $189,300 #LI-NA-FY25 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $40k-58k yearly est. 1d ago

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