Wealth management advisor jobs near me - 714 jobs

A financial services company is seeking a Finance & Strategy Analyst to join their team. This remote position focuses on data-driven decision-making, providing financial insights, and strategic analysis to senior leadership. Ideal candidates should possess strong analytical skills, a background in finance, and proficiency in Excel. Benefits include competitive compensation and comprehensive health coverage. #J-18808-Ljbffr

💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time) 🎯 Perfect for Recent Grads! Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry! ⚠️ Contract Position - 3 months duration 📋 What You'll Do: Review and approve money movement transactions 💸 Provide world-class customer service 🌟 Work with Morgan Stanley branch associates Apply risk policies to prevent fraud 🔒 Stay current on SEC/FINRA compliance rules 📚 🎓 What We're Looking For: Recent college graduates or equivalent experience Basic experience with Microsoft Suite 💻 Strong communication and interpersonal skills 🗣️ Attention to detail and organizational skills 📊 Ability to learn new systems quickly ⚡ 🌟 Why This Role? Fast-paced, high-quality work environment Team collaboration with critical thinking Exposure to compliance and risk management Technology and project experience Excellent entry point into finance career! 💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨

We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS: Full, In-Depth Training Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home KEY RESPONSIBILITIES: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies and efforts QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Valid US government issued ID Soft background check required No criminal history/record A working laptop and internet connection Able to complete licensing requirements within 30 days Accountable with a high level of integrity PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You have an entrepreneurial spirit. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented. You can work independently and work well as a team player. Sports/Club/Team Background, Sales, and Teaching experience is always a plus. INCOME MODEL: 1099 Contractor Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses World travel ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage experience Flexibility, self-motivation, coachability, and passionate for helping people Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O'Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100. Why merely back a company when you can own a piece of it? Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk... Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally. We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations. What You'll Do We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel. You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome. Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams. What We're Looking For You're extremely interested in the Finance/Investing world You're empathetic If two roads diverged in the woods, you'd actually take the road less traveled You're curious and your favorite question is "Why?" You can execute tasks/projects and achieve results (You get stuff done!) Perks & Benefits 100% covered Medical/Dental/Vision - pick your own plan Generous Equity package Unlimited PTO and sick days Paid WeWork Usage (optional) 100% Remote Team Off-sites Paid Maternity/Paternity leave Team Happy Hours 401K program Flexible hours Be part of one of the fastest growing parts of the FinTech Industry A chance to work with a highly profitable and rapidly expanding startup (not VC funded)

IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Investor Relations Specialist (Full-time/Part-time): As an Investor Relations Specialist at Maharaja Enterprises, your responsibilities will include: Investor Relations Sourcing: Identify and source potential equity capital partners, including individuals, institutional investors, private equity firms, and other sources of equity funding. Relationship Building: Cultivate and maintain strong relationships with equity capital partners, fostering trust, credibility, and long-term partnerships. Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential equity capital investments, evaluating investment opportunities, risks, and potential returns. Investment Structuring: Develop and structure investment deals, including negotiating terms, equity stakes, investment amounts, and exit strategies, to optimize returns for both Maharaja Enterprises and equity capital partners. Deal Negotiation: Lead negotiations with equity capital partners, ensuring favorable terms, alignment of interests, and mutually beneficial agreements. Investment Presentation: Prepare compelling investment presentations and pitch materials to effectively communicate investment opportunities to equity capital partners, highlighting the value proposition, potential returns, and risk profiles. Investment Portfolio Management: Monitor and manage the performance of equity capital investments, tracking financial metrics, conducting periodic reviews, and making strategic adjustments as necessary. Risk Assessment: Evaluate and mitigate investment risks by conducting thorough market analysis, industry research, and financial modeling. Compliance and Regulation: Stay informed about relevant laws, regulations, and compliance requirements related to equity capital investments, ensuring adherence to legal and regulatory standards. Reporting and Documentation: Prepare regular reports, presentations, and documentation to provide updates on equity capital investments, performance metrics, and investment portfolio status. Collaborative Teamwork: Collaborate closely with other team members, including executives, legal counsel, and investment professionals, to ensure seamless coordination, alignment, and execution of equity capital strategies. Market Research: Continuously monitor market trends, industry developments, and investment opportunities to identify potential equity capital sources and stay informed about emerging market dynamics. As an Investor Relations Specialist, you will play a crucial role in securing equity capital for Maharaja Enterprises' real estate ventures, fueling growth, and optimizing investment opportunities. Your expertise in equity capital sourcing, deal structuring, and relationship management will contribute to the overall success of the company's equity capital strategies. Experience: - Experience in finance, economics, or a related field - Strong knowledge of investment banking, financial planning, and investment management principles - Proficiency in financial concepts and analysis techniques - Excellent analytical and problem-solving skills - Strong attention to detail and accuracy in data analysis - Effective communication skills to explain complex financial concepts to clients - Ability to work independently and as part of a team Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is not exhaustive and may be subject to change or modification at any time. Job Types: Contract, Part-time, Full-time Benefits: Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Monday to Friday Supplemental pay types: Commission pay Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Investors Relations Specialist

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors. We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues. Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues. As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions. We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Practice is seeking to add highly qualified associates with a minimum of three years of experience in liquidity transactions, secondaries markets, and related fund operational matters, to join our 4th through 6th year associate class. The practice group acts as counsel for fund sponsors around the globe, comprehensively handling liquidity transactions including but not limited to continuation funds, recapitalizations, traditional LP portfolio sales, fund-level and GP-level preferred equity investments, and investments in firm sponsors. Main Contact Details ********************************** ********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000

Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM - 5:00pm ET. What You'll Do: Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment Build trust-based relationships and maintain consistent touchpoints throughout the process Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations Present opportunities to advisors clearly and professionally, aligning their goals with client parameters Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You'll Use: Loxo (ATS/CRM), Excel / Google Sheets Email + calendar tools Phone systems / dialing tools LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: 4+ years of recruiting experience, with direct exposure to financial advisor recruiting Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality Prior experience recruiting financial advisors in one or more of the following environments: Wealth management firm / RIA / broker-dealer Bank or financial institution Recruiting / search firm supporting advisor hiring Strong phone presence and ability to build rapport quickly with experienced professionals Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): Existing advisor network or history of placing advisors successfully Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.) Experience working alongside business development and client management teams What Success Looks Like: You build a healthy advisor pipeline consistently Advisors trust you and stay engaged through the process You present aligned, qualified advisors to clients based on real discovery Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: Remote (U.S.) Hours: 9:00 AM - 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions + Document all client interactions and meeting all regulatory requirements around these activities **Required qualifications, capabilities, and skills** + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships **Preferred qualifications, capabilities, and skills** + Bachelor's degree preferred or equivalent experience + 2 years of relevant financial services or brokerage experience + Flexibility, self-motivation, coachability, and passionate for helping people + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base **Additional information** + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? 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At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution. This position act as an interface between the clients and our software development team. Essential Job Functions: Executes on client loan accounting and investor reporting functions utilizing SBO Performs remittance processing functions in support of client implementation and conversion functions Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact Provide ongoing system and business support for clients including researching and resolving production issues Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product. Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization. Such other activities as may be assigned by your manager Qualifications/ Requirements: Bachelor's degree in accounting or finance or equivalent combination of education and experience Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent. 3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred Strong math and analytical skills Advanced skills with Microsoft Excel including experience manipulating large volumes of data Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported. Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills. Excellent communication skills, both verbal and written, in individual and group settings Experience with SBO loan accounting system a plus Ability to read and parameterize adjustable-rate mortgage (ARM) notes Experience in working with software development teams Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server. Experience testing software enhancements or bug fixes Understand and able to reconcile custodial accounts Self directed and motivated to deliver high quality solutions and services. #LI-AS1 #LI-Remote Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $70,000.00 - $85,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

Collect customer requirements, determine technical issues, and design reports to meet data analysis needs. Identify new sources of data and methods to improve data collection, analysis, and reporting. Collect, analyze, and report data to meet customer needs. 4 years of experience are required. Join this enterprise networking organization-one of our fastest-growing sales teams and the talent engine that consistently delivers profitable growth. We serve the customer lifecycle by connecting customers with transformative solutions to drive business value and efficiency. Here, you'll find a supportive environment with coaching, training, and on-the-job learning to accelerate your career. Enjoy our award-winning, flexible workplace powered by the latest technology, where innovation and giving back to the community are at the heart of what we do. Be part of a dynamic team that thrives on adapting to market changes and making an impact. Your Impact: Data Analyst As a Data Analyst supporting Strategy, Planning, and Operations, you will play a critical role in enabling Global Virtual Sales organization to make data-driven decisions and drive operational excellence. You will collaborate closely with business leaders, sales teams, and cross-functional partners to deliver actionable insights, optimize processes, and support strategic initiatives that fuel growth and efficiency. What You'll Do - Analyze & Interpret Data: Gather, validate, and analyze sales, customer, and operational data to identify trends, opportunities, and areas for improvement across the organization. - Deliver Actionable Insights: Develop dashboards, reports, and visualizations that translate complex data into clear, actionable business intelligence for leaders and teams. - Support Strategic Planning: Provide data-driven recommendations to inform strategy development, resource allocation, and business planning. - Drive Operational Efficiency: Identify process bottlenecks and recommend solutions to streamline operations and enhance productivity. - Collaborate Across Teams: Partner with Sales, Marketing, Finance, and other stakeholders to support business reviews, forecasting, and performance tracking. - Promote Innovation: Leverage latest analytics tools and technologies to drive continuous improvement and innovation in sales operations. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Hands-on experience (3+ years) with data cleaning, preprocessing, and ensuring data quality using SQL and data warehousing tools such as Snowflake, SAP HANA or other. - Proficiency (3+ years) in creating, optimizing, and maintaining data flows and Tableau (or similar) dashboards to visualize and communicate key business metrics. - Strong analytical skills with demonstrated ability (3+ years) (sales or marketing preferred) to conduct market trend analysis and deliver actionable insights. Desired Skills/Qualifications/System Experience requirements: ("Nice to have Qualifications") - Prior experience working with Cisco datasets or within the Cisco ecosystem. Salesforce experience a plus as well. - Familiarity with scripting languages such as Python or R for advanced data manipulation and analysis. - Excellent communication skills with the ability to present complex data findings to non-technical stakeholders.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Analyst - Corporate Strategy - REMOTE. In this role, you will be key in driving strategic growth initiatives and addressing complex business challenges. You will employ your analytical skills to develop actionable insights and support cross-functional teams. Your expertise in strategic analysis and business planning will directly impact the company's ability to innovate and respond to market changes. This remote opportunity allows you to contribute to the company's vision from your home location while collaborating with various stakeholders to shape impactful strategies.Accountabilities Contribute to the development of strategic concepts and techniques. Conduct in-depth strategic analyses and create comprehensive business plans. Lead cross-functional teams to collaboratively solve complex problems. Research industry trends for strategic positioning. Facilitate prioritization and selection processes for new business opportunities. Present findings and recommendations to senior executives. Support the development of long-term transformational strategies. Requirements Bachelor's Degree required. 5 - 8 years of relevant experience or advanced degree with reduced experience. Strong healthcare industry experience is preferred. Proven track record in identifying and creating business value. Exceptional inductive and deductive reasoning skills. Ability to influence without formal authority. Strong communication skills, particularly with executive leadership. Benefits Flexible remote working environment. Opportunity for career advancement. Collaborative team culture. Access to industry resources and best practices. Continuing education and professional development support. Health and wellness programs. Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1

About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters: You'll lead high-impact projects with real business outcomes Rapid Growth: We compress years of learning into months Merit Over Titles: Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: 3-5+ years of experience in business analytics or consulting Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs A passion for data-driven storytelling A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.

Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast. The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards. Key Responsibilities Corporate Forecasting, Budgeting, and Long-Range Planning * Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners * Contribute to long range planning model updates and related financial analyses * Maintain and update corporate models with accuracy and attention to detail * Support risk and opportunity tracking and prepare summaries for leadership Financial Consolidation and Reporting * Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast * Prepare monthly and quarterly reporting packages for leadership review * Support the development of Board of Directors presentation materials * Create charts, tables, and visuals that clearly communicate key financial insights * Support company-wide projects, analyses, and ad hoc requests Technical Modeling and Analytics * Build and maintain driver based financial models using Excel and other financial planning tools * Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis * Support FX neutral and budget neutral analyses when needed * Ensure accuracy and consistency across modeling and data consolidation Process, Organization, and Documentation * Support organization of shared FP&A files and folders, including consistent use of SharePoint * Help maintain documentation and desktop procedures that guide recurring processes * Assist with process improvements and tools that enhance clarity and efficiency across FP&A * Assist in improving reporting consistency and streamlining FP&A workflows ABOUT OUR PLATFORM Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Required Experience * 2-5 years of experience in FP&A, corporate finance, or financial analysis * Expert level Excel skills with demonstrated ability to build and maintain financial models * Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus * Experience with BI or data visualization tools (Tableau, Power BI) is a plus * Ability to communicate financial information clearly both verbally and in written formats * Strong attention to detail, problem-solving skills, and organizational skills * Proactive, collaborative, and able to support multiple priorities in a fast-paced environment Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits. This position is located in Remote, United States. View the Google Map in full screen.

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually