10 Finance jobs

Position Summary  The Expense Management Specialist is responsible for successfully auditing, tracking and processing all client expenses. Essential Duties & Responsibilities  Audit initial relocating employee expense reports for mathematical accuracy and policy adherence.  Enter vouchers accurately and in a timely manner. Generate precise and timely client invoices and interface with internal Account Payable and Account Receivable departments.   Process and audit payments to relocating employees and vendors. Generate dashboard and workload reports as required by management . Assist in yearend processing. Secondary support for the basic functions of the office. Maintain accurate “real time” records in all company systems. Process client Gross Up audits and reports. Process client reports. Ability to work independently, handle multiple priorities, provide for timely follow up and make decisions with limited supervision. Other duties as assigned. Minimum experience or requirements: No PDF* Education and Experience High School Diploma or GED required. Bachelors Degree in Finance, Accounting, Business, or related field preferred. Two (2) years’ experience in an accounting, expense management, or related role required. Valid state drivers license required.  Knowledge, Skills, and Abilities  Proficient in Microsoft Outlook, Word, and Excel. Excellent numerical and analytical skills. Operates with a customer service mentality. Strong organizational skills with the ability to multitask at a high level. Excellent organization, communication, and problem solving skills. Ability to multi-task in a fast-paced environment. Must be flexible, patient, and have the ability to work effectively as part of a team. Ability to work under minimal supervision with a strong sense of self-motivation. Posses a strong phone presence with excellent verbal and written communication skills. Ability to work effectively under time constraints with frequent interruptions. Must be able to speak, read, and write English in order to understand and give directions and to complete paperwork. Must be able to operate a variety of standard office equipment as dictated by the duties of the job.   

Where your career goals meet Fortune 500 opportunities! Thrivent Financial is a Faith Based Fortune 300 organization committed to excellence in financial services and caring for others. We’re also committed to you and your success. When you join our team of financial representatives, you’ll have the opportunity to follow your own career path and achieve your highest potential—both professionally and financially. Benefits of working with a leader As a leader in the financial services industry, Thrivent Financial offers you many advantages, including: Paid Licensing training or bonus opportunity Ongoing training and local team support Unlimited earning potential Advancement opportunities One of the most competitive benefits packages available Competitive products your clients need—and want—including insurance, annuities and advice-based services You’ll also have the opportunity to help people reach their financial goals and make a difference in your community. It’s all part of an exciting and rewarding career that offers Work with Purpose® Minimum experience or requirements: Be able to obtain and maintain state insurance licenses (life/health, variable annuity, variable universal life); and FINRA Series 7 and 66, or Series 7 and 65; and other state-specific licenses as needed.  Sponsorship and training for licenses are available.

Financial Advisor Training Program Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Responsibilities: Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and; State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications: Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. Preferred Qualifications: Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.

Performance based Career Development Program to advance your career into Management, or Senior Sales.  You will be working with individuals to help determine the best supplemental coverage for themselves and their families.  Company leads provided.  We offer: Initial and continuous training A team environment Career Development Program Comprehensive benefit package after first 90 days of employment A positive and motivating working environment Trips and prizes Commissions paid weekly and monthly bonuses Billed monthly residual income

Title: Financial Advisor   Job Description: Financial Advisor Training Program   Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers.   At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.   Responsibilities: Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and; State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.   Required Qualifications: Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.   Preferred Qualifications: Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.  

We have a requirement of a research associate for providing sell-side research coverage in the LATAM Strategy/ Economics team . Associate will be working with the US analyst supporting from the client site (New York).  The candidate should have worked/working in the Economics research/Strategy research role and should be able to conduct end-to-end research i.e. covering the Economics fundamentals, writing research reports, maintain sector databases, event analysis, adhoc requests et al.  - Candidates with Strategy/Economics/Econometrics/Statistical or Quantitative Skills/Background. - Ideal experience: 1-3  years and preferably worked with an Investment Bank or Financial Advisory or Private Equity or KPO or Captive Investment Bank etc.  - Knowledge of Haver Analytics or CEIC databases/relevant databases desired. - Candidates with Spanish language proficiency (speak/read/write) and overall good communication skills. Proactive approach towards work with ability to execute deliverables in time-critical situations. - Candidates with Economics Major/ Advanced Degree from a premier educational institution (ITAM, CIDE, Columbia, NYU / Ivy League colleges) and with high GPAs will be preferred. CFA degree is a plus.

LIVE LIFE DIFFERENTLY At Northwestern Mutual, Financial Advisors help people meet their financial goals. They can handle the word ‘no,’ but won't take no for an answer when it means doing the right thing for their client. In doing so, they can build a business that gives them financial independence and time to actually have a life outside of work. JOIN OUR CHAMPIONSHIP TEAM We've been helping clients achieve financial security for nearly 160 years. Join our team in carrying on the tradition. We are searching for  two   (2) special individuals to join our Premier Financial Planning Firm. No financial experience required. We will train, coach, mentor and develop the right candidate in our Financial Advisor training program. Here, you'll have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. And, as you build impactful relationships with clients and help them build a plan to achieve their financial goals throughout life, you'll be solidifying your own financial future, too. Hard work is valued here, rewarded with opportunities for growth and exceptional income potential. ·  Do you want a company that values varied experiences and perspectives? ·  Do you think hard work should be recognized and rewarded? ·  Are teamwork and collaboration important to you? ·  Are you looking for a fast-paced, highly productive environment? Minimum experience or requirements:  We want people with different backgrounds and work experience, including but not limited to: financial services, sales, educators, military veterans and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills and are a self-starter who is motivated and has had personal success.

New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.  Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. As a Financial Services Professional it is your responsibility to help individuals plan for their future. Do you have a retirement plan in place? What do you have to do today, to put your children through college? How do you plan on transferring your wealth to heirs? Description of Activities Series 7 Licensed Financial Services Insurance Advisor- Sales Experience Preferred  A licensed financial services professional is responsible for: Meeting and contacting new potential clients to discuss financial concerns and needs Conducting information gathering meetings with clients Analyzing client needs and presenting potential solutions Providing on-going service to clients Developing and implementing personal business and marketing plans On-going development of professional skills and knowledge  What you’ll experience here at New York Life: *Enjoying a flexible lifestyle *Being your own boss, but with many levels of support and expertise behind you *Working toward personal and professional growth *Pursuing an opportunity for very high income *Performing a valuable service to others in your community *Opportunity to move into management coaching others to be successful  Discounts from major wireless carriers Local discounts (based on location) for gym members Minimum experience or requirements: *Bachelor's Degree preferred *Previous sales experience a + *Life and health insurance licenses within 30 days of acceptance (_company will pay for costs_) *FINRA series 6 or 7 and 63 registrations within 120 days (_company will pay for costs_) *Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision *Organized, detail-oriented, and excellent time-management skills *Strong sales, analytical, decision-making, interpersonal, leadership and communications skills *Ability to work in a team-based environment *Previous Athlete and/or Coaching profession

We are searching for qualified, licensed life insurance agents to join the Nation's Best Final Expense sales program. The Lincoln Heritage Funeral Advantage® program is a proven, full-support sales system. Come work with the best when it comes to Final Expense and be a part of our growing team! High pay-out and fresh, quality leads are just two of the many benefits in partnering with Lincoln Heritage Life Insurance Company. This is why insurance agents want to work with Lincoln Heritage Life Insurance: • Competitive Top Commission • Superior Lead Program - TV, Direct Mail, Print • Same Day Advances & Renewal Commissions • Group Benefits including Health & Dental for qualifying agents (based on production) • 24 Hour Claims and Underwriting Assistance • Bonus trips for contest winners & Incentives • Management Opportunities and Promotions • Training Tools & Seminars • Simplified and Liberal Underwriting • Stellar Home Office Support Requirements: • Valid life insurance license (or must be willing to obtain one in the near future) • Self motivated and disciplined with a strong work ethic • Sales experience, customer service and the ability to communicate well • Comfortable working with the senior market • Reliable Transportation • High school diploma or equivalent (GED) We Want YOU To Come Join Our Team: • We are doing an on-going, nationwide, agent recruiting search! • Both entry level and experienced life insurance sales agents are encouraged to apply. • This is a fast paced sales position in a growing market with a successful life insurance company that strives to assist you in achieving your desired level of success **If you are not licensed, but would like to obtain more information about becoming a life insurance agent, please contact us** Londen Insurance Group, Inc. All rights reserved. Lincoln Heritage Life Insurance Company and Lincoln Heritage Funeral Advantage are registered trademarks of Londen Insurance Group, Inc. Funeral Advantage is a trademark of Londen Insurance Group, Inc.

Who are we? At Evolution Financial, we have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. Representing National Life Insurance Company, we provide marketing experience and a company who listens to its agents and provides the necessary tools needed to help you get on top and stay there. What makes us different from other firms? Being an Evolution Financial associate means gaining access to programs that build your practice whether you want to advise families or business owners. Our philosophy is that of servant leadership, and we serve not only our communities we live in but the advisors who support those communities.  We just don’t build business relationships with our clients; we form long term friendships where we know our clients like family and friends. Evolution’s  unique community culture helps our financial advisors and representatives thrive by providing: Formal 1 on 1 and group trainings, as well as peer support and continuing professional education. Support from your managing partner, directors, network office, and home office. Guidance and tools to help create a strong referral network that can generate exceptional income potential Detailed planning tools including brokerage and advisory platforms, as well as wealth management. What could be my typical day? Great question! While days vary from advisor to advisor, you’re not alone when it comes to the stress of planning and structuring your day. In your first three years, you receive consistent guidance and support from our managers and mentors, and ongoing continuous planning support.  We want you to be successful so it’s our job to provide you with the tools to be. Typical daily responsibilities include: Prospecting for clients through referrals, personal observation, and networking. Day to Day servicing of current client accounts (submitted paperwork, submitting trades, etc.) Developing and maintaining long-term relationships with clients (checking emails, making and returning phone calls, holding meetings, sending mailings) Sitting down with clients to perform a fact gathering and needs analyses to arrive at client-centric financial solutions Attending 1 on 1 trainings, mentoring, and group training to ensure you are given proper guidance and attention at all times. Compensation and Benefits Program : We offer an attractive total compensation package for an advisor looking at building their own financial security practice. Opportunity for our Full Benefits package:  (medical, dental, healthcare ) Group life and disability income insurance Unlimited income potential with some of the highest top payouts in the industry Exceptional 401K plan with match Additional financing for the first three years. Tuition Reimbursement program for professional designations and continuous learning Recognition and award programs including trips to desirable worldwide destinations! Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing.  not all packages are available to all representatives/agents.   Your success is our success: Evolution Financial offers a world of possibilities for agents who are driven and entrepreneurial in spirit. If you don't want to be bound by corporate constraints and ceilings, join us and develop your own business where the sky is the limit. It’s an opportunity to align your income with your ambition and efforts, to gain work flexibility that fits your lifestyle, and to make a difference.   **To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. (ESI), Member FINRA/SIPC, 1400 N. Providence Road, Rose Tree Corporate Center I, Suite 117, Media, PA 19063 (610) 891-9700  Evolution Financial  Group is independent of ESI.