Equity Research Analyst Jobs Near Me

Qabas is a leading consulting firm in North Africa, specialising in operations, risk, strategy and training. Based in Tripoli, Libya, we are dedicated to helping our clients navigate an increasingly dynamic and globalised landscape. Our portfolio includes partnerships with reputable national firms as well as Fortune 500 corporations, underscoring our commitment to excellence and sustainable success. Role Description We invite aspiring professionals to join us in an internship that offers extensive exposure to financial analysis, business analysis and market intelligence. Working remotely, you will be involved in tasks such as: Analysing industry trends and assessing financial statements to extract actionable insights. Developing strategic recommendations to support business growth initiatives. Engaging in comprehensive reviews of business processes and contributing to operational improvements. Observing consultative methodologies that underpin our clients' successes. Qualifications We are seeking candidates who demonstrate: Strong financial planning and finance skills, coupled with analytical acumen. Proficiency in interpreting financial statements and executing detailed financial reporting. A keen eye for detail and excellent organisational abilities. Adaptability and efficiency in a remote working environment. Familiarity with financial analysis tools and software. Currently pursuing a degree in Finance, Accounting or a related field. Additional Information Please note: This internship is unpaid and requires a maximum commitment of up to 10 hours per week. In recognition of your dedication, we will offer comprehensive training, advice and mentorship to support your future career.

Overview: Our client is a multi-strategy hedge fund managing approximately $15+ billion in assets who recently hired one of the best Healthcare PMs in the space. As they continue to build out their team, they are seeking a highly motivated and detail-oriented Investment Analyst. The ideal candidate will have 5-10 years of experience focused on Healthcare Services. Key Responsibilities: Conduct in-depth fundamental research and analysis on healthcare sector companies. Develop and maintain detailed financial models and valuation analyses. Monitor industry trends, competitive dynamics, and macroeconomic factors impacting the sector. Support the portfolio manager in portfolio construction and risk management. Participate in meetings with company management teams, industry experts, and sell-side analysts. Continuously update and improve investment theses based on new information and market developments. Qualifications: 5-10 years of experience covering healthcare services. Strong analytical skills Excellent written and verbal communication skills. High level of intellectual curiosity, strong work ethic, and a keen attention to detail. Ability to work effectively in a team-oriented, fast-paced, and dynamic environment. Passionate about investing. What They Offer: Opportunity to work with a highly experienced portfolio manager and a supportive team. Options to work remotely or from offices in New York or California. Competitive compensation and benefits package. A culture that values collaboration, intellectual curiosity, and professional growth.

Investment Banking Associate - Leveraged Finance Portfolio Management Bethesda, MD (Hybrid) This Investment Banking Associate, Leveraged Finance Portfolio Manager position is a newly created opportunity within a leading specialty finance investment bank and commercial lender. With over $50 billion in capital committed this group provides financial solutions for acquisitions, growth capital, leveraged buyouts, and refinancing to meet the needs of private equity and middle-market companies. This individual will join a team of industry professionals and will support underwriting, management of existing investment activity, capital markets, and strategic relationships with portfolio companies. Based out of the companies primary headquarters in Chevy Chase, MD this position will offer a hybrid work from home/office schedule, a base salary in the $125,000 range, a 20%-30% annual bonus, full benefits, and excellent career mobility. This is an unique opportunity for candidates with 2 or more years professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity experience to pivot into one of the regions premiere financial services firm. Candidates who meet the below criteria and functional interest are encouraged to apply for immediate consideration. Job Description Prepare investment memos, build financial models, and perform in-depth financial analysis on a regular basis. Underwrite and/or manage existing investment activity and maintain relationships with portfolio companies. Gain exposure to all areas of the business, including the financing process, syndication and capital markets activity, and legal document negotiation. Frequent interact with clients and senior management on financial strategy and performance of underlying investments, evaluate opportunities and make supported, well-informed investment recommendations. Requirements 2-4 years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity Bachelor degree in accounting, finance, or related fields of study. A strong quantitative and analytical background. Knowledge of and experience with basic accounting and financial principles is required. Excellent oral and written communication skills.

Job Title: Junior Financial Planner Location: Solana Beach, California (In-office position with potential for remote work and flexible hours) About D.M. Brenner, Inc. D.M. Brenner, Inc. is a Registered Investment Advisor in Solana Beach, California, specializing in comprehensive financial planning for families, small businesses, and professional practices. With over 40 years of experience, we have earned a reputation for providing thorough, attentive, and personalized service. Our firm works closely with clients' tax and legal advisors to ensure an integrated approach to their financial future. We pride ourselves on delivering excellent financial planning advice and creative solutions to unique challenges, all within a relaxed, small office environment. To learn more about our firm, please visit ****************** Position Summary We are seeking a Junior Planner to join our team and support the lead advisor in various stages of the financial planning process. The ideal candidate will be highly organized, detail-oriented, and eager to grow professionally in a dynamic and collaborative environment. You will have the opportunity to work closely with clients, assisting in creating tailored financial plans and supporting the ongoing management of client portfolios. Key Responsibilities Client Support: Participate in client meetings to understand and document both qualitative and quantitative factors related to clients' goals. Data Entry & Analysis: Gather client information, input data into financial planning software, and assist in preparing comprehensive financial plans. Plan Presentation & Implementation: Aid the lead advisor in presenting financial plans to clients and assist with plan implementation and monitoring. Annual Reviews: Prepare and assist with the preparation of client annual reviews. Investment Committee Support: Assist with the quarterly rebalancing and loss-harvesting processes for client portfolios. Conduct annual reviews of model performance and evaluate component funds. Update after-tax yields for fixed income models. Qualifications Experience: 3-5 years of financial planning experience. Certifications: CFP and/or Series 65. Software Proficiency: Familiarity with financial planning software and industry-specific CRMs. Experience with Advyzon, Schwab Advisor, iRebal, eMoney Advisor, Holistiplan, SSAnalyzer, and YCharts is preferred. Financial Knowledge: Core knowledge of financial planning concepts and financial products. Technology: Strong proficiency with Microsoft Office applications. Skills: Exceptional organizational, project management, and attention to detail. Strong interpersonal, written, and oral communication skills. Ability to work independently and collaborate within a team. Why Join Us? At D.M. Brenner, Inc., we foster a healthy, positive work environment that values growth-both personally and professionally. You'll be part of a close-knit team where your contributions matter and where you'll have opportunities for ongoing development in the financial planning field. If you're looking for a challenging yet supportive environment to advance your career, this is the place for you. How to Apply Please submit your resume and a brief cover letter detailing why you're a great fit for this role. We look forward to learning more about you!

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We're glad you are considering Procyon a firm built by advisors for advisors. Procyon Partners is a vibrant growing Registered Investment Advisor (RIA) firm with both individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth. We have demonstrated a history of helping new advisors grow by 50% in the first two years. Less back office - focus more of your time on what you do best -maintaining your client relationships and developing new clients. Our financial planning, Investment, client service, and business services teams will work collaboratively with you to remove non-essential tasks from your plate while you retain full control. The Procyon Way implemented through our CRM makes operations run smoothly. More Prospects- our dedicated FA coach will help you fine tune your marketing niche and provide ongoing coaching to help you reach your full potential. Out in house marketing team and multi-pronged prospecting program will help fill your pipeline. Robust verticals to fully serve clients- tax preparation and advice, trust services, risk management, institutional consulting to retirement plans, inhouse employee benefits team, and dedicated specialists all allow you to say YES when a client asks if you can help. Independent fiduciary- we're built for advisors to do what they do best. Our advisors fully own their legacy clients and compelling economics, and growth make sense. The potential for firm equity in a rapidly growing enterprise is attractive for some advisors. Procyon's mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. Ideal candidates will reflect our firm's personality traits, which are: Passionate - We show up with energy & enthusiasm every day. Driven - We work tirelessly to achieve exceptional outcomes. Approachable - We always make sure people feel welcome. Candid - We tell it like it is in language you will understand. Caring - We have your back. What's Required § Minimum Three years advisory experience. Could be an RIA, Wire house or other firm. § Clean compliance history § Existing client practice you can transition § Related professional certification(s) a plus - CFP etc. § Custody at Charles Schwab or Fidelity Locations- ideally located east of the Mississippi. We have several existing physical offices but 100% remote is acceptable for the right advisor. We currently have two larger offices in Shelton CT and Melville NY and smaller offices in Manhattan NY, Fulton MD, Virginia Beach VA, and Knoxville TN. Next Steps Apply here and we'll be in touch to discuss.

Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business? You will be provided the tools and mentorship to excel as financial services professional. You will be part of a high achievement and supportive team. We are looking for credible and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated, dedicated to success, enjoys a team environment and helping others and appreciates a full, but flexible schedule. We are based in Los Angeles, CA. You will work 100% remotely. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice. This is an opportunity to learn this business, expand your industry experience and earn income with sustainable growth potential. We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management. Financial Planning & Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine goals · Utilize financial illustration software and formulate wholistic solutions. · Deliver a personalized financial plan · Communicate with clients · Develop leadership skills · Business expansion in all states · Deepen knowledge and skills Candidate characteristics · Passion for financial security · Care about people · Creative excellence · Team building · Commitment to learning, professional and personal growth · Strong communication skills · College degree plus 2+ years' work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role: entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Texas, Tennessee, Alabama, New Jersey, Georgia, Florida, North Carolina, Washington, Philadelphia PA, · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $134,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women's Network and “Equitable Excellence” providing 200 college scholarships annually Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves Training and support Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP ) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Requirements Applicants must be authorized to work in the United States A four-year college degree is preferred but not required We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Compensation and Benefits Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company's commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company's commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26) Job Type: Full-time Pay: $36,000.00 - $125,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Financial planning services Flexible schedule Health insurance Health savings account Life insurance Matching gift program Retirement plan Tuition reimbursement Vision insurance Compensation Package: Bonus opportunities Commission pay Education: Bachelor's (Required) Work Location: Hybrid remote in San Francisco, CA 94111 & Walnut Creek, CA 94596

Are you ready to leverage your analytical expertise in a high-impact role with an industry leader? Our client, a prestigious industry leader headquartered in the Philadelphia suburbs, is seeking a Financial Analyst to provide consultative support, financial insights, and strategic guidance that drives business success. Key Responsibilities: Collaborate with senior leadership to develop financial analyses and models that support strategic initiatives, pricing, and investments. Conduct cost-benefit analyses, evaluate profitability, and support decision-making through data-driven insights. Play a pivotal role in the annual planning process, crafting forecasts and presenting insights to leadership. Prepare timely and accurate financial reports, ensuring resources are optimized for business success. Mentor junior analysts, contributing to their professional growth. Engage in special projects and drive innovation in financial operations. What Makes You a Great Fit: Education: Bachelor's degree required; advanced degree or certifications (CPA, CFM, CMA) preferred. Experience: At least two years of FP&A or equivalent financial analysis experience. Technical Proficiency: Expertise in Microsoft Excel. Analytical Prowess: Strong problem-solving skills and the ability to develop actionable insights from complex data. Communication Skills: Exceptional written and verbal communication abilities. Leadership Potential: A collaborative mindset with the ability to mentor and influence others.

Three Oaks Wealth is seeking a stellar associate financial planner! We are a rapidly growing financial planning firm focused on helping our clients reach the best financial destination for them. We have offices in Sacramento and Portland, OR, and are adding to the staff in Sacramento. Key Responsibilities The Associate Financial Planner position contributes to the firm's growth by ensuring exceptional service for both existing clients and prospects. This role demonstrates competency in investment and planning practices to develop financial plans and partner with advisors and team members to address the specific needs and service issues of clients, as well as acting as relationship manager for less complex clients. Candidates for this position will be expected to grow with the role. There is substantial opportunity for advancement as skills, expertise and responsibility grow over time. Supporting the Financial Planning & Investment Processes Coordinate financial plan development, including initial financial plan data entry, and working with lead planners to develop recommendations Create quarterly and/or annual client summaries of net worth, estate distribution, insurance, income tax, cash flow projections, and investments Monitor client financial plan and advise on changes that are necessary Place trades as directed by supervisor / coordinate with investment management team to ensure execution of investment strategy Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and the firm at all times Preparing for and Attending Client Meetings Support financial planners with client services, including preparation of well-polished documentation and presentation materials for meetings Support preparation for client meetings, including preparing agendas and client meeting materials Attend and participate in meetings with prospects, new and existing clients Record meeting notes on topics covered, changes in client's needs, and action items Summarize meetings and schedule action items in contact management software Complete all action items utilizing firm processes and procedures Act as Relationship Manager & Deliver Exceptional Client Service Act as primary point of contact and planner for less complex clients under the direction of a senior planner Work in conjunction with the lead planner to deliver services to clients Work with planners and team to ensure all actions for clients are tracked and completed Lead initiatives focused on value-add content delivered to clients such as content marketing Communicate and follow up regularly with clients about changes to their accounts Develop strong relationships and rapport with clients Compensation Full-time exempt status Starting at $65,000 Bonus potential 401(k) plan Personal development budget Group life, short term and long term disability coverage Health reimbursement plan Experience, Skills and Core Competencies Bachelor's degree 1-3 years' financial planning, wealth management, or financial services experience required Progress toward CFP designation preferred Competency in investment and financial planning with proficient technical capabilities Advanced level computer skills; thorough knowledge of Microsoft Office imperative, familiarity with eMoney software preferred Exceptional oral, written and interpersonal communication skills A passion to help clients achieve their goals, and a desire to strengthen alliance partnerships in order to facilitate this work Exhibits a strong desire to develop personal and professional skills, together with knowledge and understanding of investment philosophies and planning practices Strong analytical, organizational, presentation, and computer skills Qualities Warm, likeable, outgoing personality Exceptional integrity and accountability Driven & committed to excellence Proactive team player able to work in a fast-paced environment Ability to take direct feedback and constructive criticism, as well as deliver direct feedback and constructive criticism when necessary Location We are located at 2377 Gold Meadow Way, Gold River, CA 95670. This position will be primarily in person at the office, with some flexible work from home opportunities available.

***Please Note: We are unable to accept student visas or OPT candidates*** As a Financial Planning Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We help our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education. Do you have interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time? Would you like to develop your leadership abilities? WE OFFER ☑️ REMOTE Opportunity - Work from Home or Anywhere with WiFi ☑️ FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out ☑️ NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, military, retail, restaurant, bilingual, etc.) THE IDEAL CANDIDATE: ☑️ Values Freedom and Flexibility ☑️ Excels at Working Independently and in a Team Environment ☑️ Likes Helping People ☑️ Entrepreneurial-Minded ☑️ Self-Starter and Good at Follow-Through ☑️ Has a personal interest in Personal Finance (even with little to no experience) ☑️ Coaching and Teaching Experience is always a plus ☑️ Great for Military Veterans and Dependents ☑️ Ideal applicant must be punctual, responsible, and able to schedule and keep appointments. Our branch office is based in the Greater Sacramento, CA area and we are expanding nationwide. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approach we provide to our clients. So in the end, they are able to make better financial decisions for their family. Bi-lingual a plus as we help clients from multiple backgrounds from all over the world. ARE YOU: ✔ethical, intentional, accountable, confident and driven to invest in your future? ✔teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ? ✔open and have desire to become licensed to help individuals, families, and businesses with practical and tactical financial strategies? MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs: ✔Commission income with no ceiling (one client may be worth up to $2,500 in compensation and another may be $20,000) Paid via 1099 ✔Residual income (paid from work done last year, every year) ✔Passive income (income from clientele group) ✔Bonuses, paid world travel, and more BASE QUALIFICATIONS: ►Minimum 18 years of age ►Legal U.S. Resident, Citizen, or Green Card with SSN (we do NOT sponsor student visas) ►Able to pass a Background Screening ►Able to complete licensing and appointment requirements within 60 days ►Accountable with high level of integrity (critical in this regulated and customer-based industry) ENVIRONMENT: ►Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). No prior certification, experience, or education is necessary.

Tristar Hotel is seeking a detail-oriented Remote Accounting & Finance Specialist to manage financial operations and ensure accurate financial reporting. This role involves handling daily transactions, reconciling accounts, and assisting with budgetingall from a remote location. If you have strong analytical skills and experience in hospitality finance, wed love to have you on our team! Hourly Pay: Competitive (Based on Experience) Entry-Level: $28 - $35 per hour Mid-Level (2-5 years experience): $35 - $50 per hour Senior-Level (5+ years experience): $50- $65+ per hour Key Responsibilities: Maintain accurate financial records, including income, expenses, and reconciliations. Prepare financial statements, reports, and forecasts. Assist with budgeting, financial planning, and cost analysis. Process invoices, payments, and reimbursements. Monitor outstanding balances and follow up on overdue payments. Ensure compliance with financial policies and regulations. Assist in payroll processing and employee compensation tracking. Ensure timely and accurate tax filings, including sales and occupancy taxes. Monitor financial transactions to detect inconsistencies or fraud risks. Implement financial controls to safeguard company assets. Join Tristar Hotel and contribute to our financial success while enjoying the flexibility of a remote work environment! Required qualifications: Legally authorized to work in the United States Preferred qualifications: 20 years or older

Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers - we build relationships that shape brighter futures. As an employee-owned firm, we empower our team with the tools, mentorship, and flexibility to thrive in their careers while making a meaningful impact on clients' lives. Why Join Avior Wealth Management? Competitive Pay & Growth: Starting salary ranges from $60,000 to over $90,000 (dependent on experience and qualifications) with potential increases upon earning CFP , CFA, or other essential certifications. Work-Life Balance: Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays off. Comprehensive Benefits: Includes health, vision, and dental insurance, employer HSA contributions, and long-term disability and life insurance. Employee-Owned: We are an employee-owned company, offering opportunities for ownership and long-term career advancement. What You'll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans. Utilize MoneyGuidePro and proprietary planning tools to develop customized strategies. Monitor and enhance client financial health across various areas: Retirement and investment planning Tax planning Insurance planning Cash flow Estate planning Business owner and education planning Collaborate with CPAs, attorneys, and insurance agents to implement financial strategies Choose your own career path: stay a financial planner or transition to a full-time advisor at your own pace. Career Progression & Ownership Avior Wealth is committed to supporting your career growth. Whether you want to: Grow as a Financial Planner, Transition into an Advisory Role, or Become an owner in the firm- we offer a structured, flexible path with no strict production requirements or timelines. What We're Looking For: Education: Bachelor's degree required; CFP designation or active pursuit required. Experience: 2-3 years of experience in financial planning, investment management, and client relationship management preferred. Technical Skills: Proficiency with MoneyGuidePro, Microsoft Office Suite (Outlook, Excel, Word, Teams). Key Traits: Self-motivated with strong time management skills. Ability to collaborate in a fast-paced environment. Excellent problem-solving, analytical, and communication skills. Ready to Join Us? If you're looking for a firm that values your growth, flexibility, and work-life balance, apply today and start your journey with Avior Wealth Management! We look forward to hearing from you!

Join Our Team as an Established Investment Advisor Representative West Palm Beach FL! And grow your business to new heights! Are you an experienced Investment Advisor Representative with a thriving book of business? We want you to be part of our growing team! What We Offer: High Payouts: Enjoy industry-leading commission structures that truly reward your success and hard work. Client-Centric Culture: Join a firm dedicated to putting clients first, teaching and enabling you to build long-lasting relationships and elevate their financial journeys. No proprietary product, no minimums and no quotas. Professional Environment: Work in a dynamic and collaborative setting that values professionalism, integrity, and client relationships. Grow your business with motivated 30+ year Financial Advisors. Comprehensive Resources: Access cutting-edge tools, ongoing training, and support to enhance your client services and drive growth. Shared success environment. Work Locations: Work from home, our offices or an office of your choice. If you're ready to take your career to the next level in a supportive and rewarding environment, let's connect! Apply Now to explore this exciting opportunity in West Palm Beach FL! Seamlessly transition your existing client base and elevate your practice. Join First American Asset Advisory, LLC. (FAAA), a leading wealth management firm, and leverage our robust platform to seamlessly manage your book of business while accessing unparalleled growth opportunities. Contact us today to discuss your customized transition plan. Call us today at ************ or email ********************.

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners Why NM in San Antonio? In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help! Leadership Growth Opportunities in San Antonio: Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team or advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations! As a Northwestern Mutual Financial Representative/Planner: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits · Commission structure to support early development · Recurring income stream · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP , and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning and more than just a 9-5 role · Legal authorization to work in the US Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2022) · Forbes' Best Employers for Diversity (2018-2020) · Top 5 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $224 billion3 (retail investment client assets held or managed) _____________ Job Type: Full-time When you retire from the firm, you get to sell your book of business as well! Benefits: Employer funded pension AND deferred compensation plan Dental insurance Health insurance Life insurance Parental leave Disability insurance Vision insurance Matching gift program Tuition reimbursement Many other benefits on top of these as well Physical setting: Primarily in the office, with the ability to work remotely once established Schedule: Monday to Friday(you can work on weekends if you want to) Education: Bachelor's (Required) Ability to Commute: San Antonio, TX (Required) Work Location: In person

At Lemnis Capital, in alliance with Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to help accelerate your success as a Financial Advisor. After completing the necessary requirements of an Equitable Advisors Financial Professional, you have the opportunity to join the 2-year management track and be on the path to becoming a vice president or district manager for the affiliated broker dealer Equitable Advisors LLC. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed: Development sessions Advanced coaching from peers, managers and executive leadership Leadership development school Professional Selling skills Leadership meetings Responsibilities Demonstrates a high level of proficiency in their role as a Financial Professional Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy Ensuring compliance oversight and supervision Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals Requirements With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States. Benefits Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! The opportunity is that of a Financial Professional with Equitable Advisors, LLC and Equitable Network, LLC. Securities offered through Equitable Advisors, LLC (NY, NY *************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-7040032.1(10/24)(Exp.10/26)

*** At Greenspring, our Core Purpose is to “improve lives by helping people make better decisions for themselves and those who depend on them” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to: Own Your Future with defined career paths and tools, coaching and support to help you create the future you want Be Part of a Great Culture where you'll be a part of a team of people who are committed to each other's success Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers The Financial Advisor is an entry-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completed and/or delegating workload to client service and financial planning specialists, while learning how to communicate financial planning principals to new and existing clients and building relationships. This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and for fostering a culture of teamwork and collaboration. Responsibilities Attend initial prospective client meetings and help with onboarding new clients into the firm Assist in the execution of client-service and operational tasks Work directly with the Financial Planning team to determine the best investment strategy for clients based on risk tolerance and goals Under the guidance of the Lead Advisors, learn how to assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies Prepare, present, and advise in client meetings (once licensed), then delegating follow up tasks to the appropriate department Specific Measures of Success Responsive to requests and resolves open tasks and inquiries Proactively eliminates obstacles before they become issues Demonstrates efficiency by leveraging firm resources and tools High degree of pride in the accuracy and quality of your work product Builds new relationships with prospects and centers of influence Industry/Business Experience 1-2 years of business experience is preferred Education Bachelor's degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred. Skills and Knowledge Base level of understanding a variety of the financial planning concepts, practices, and procedures Highly relational with clients and teammates Focused on client needs and customer service at all times A self-starter who is entrepreneurial, assertive, proactive, and independent A team player with good interpersonal skills and the ability to work collaboratively across departments Excellent oral and written communication skills Demonstrated problem-solving abilities Ability to excel in a fast-paced, changing environment Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, Tamarac, MoneyGuidePro, and Morningstar a major plus. Requirements/Additional Information Start base salary range: $60,000-$70,000, with opportunity to earn a discretionary annual bonus up to 10% of earnings The Financial Associate will be expected to obtain their Series 65 license within the first 6 months on the job. Within 2 years in the role, they should work towards obtaining their CERTIFIED FINANCIAL PLANNER™ designation. The first 90 days of employment will include an onboarding/training program After the first 90 days and with manager's approval, the Candidate may be eligible to work from home for a specified number of days per month Some periodic travel to company HQ and client meetings should be expected Greenspring is consistently ranked as one of the country's leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including: Health, Dental, and Vision Insurance Offered Health Savings Accounts 401(k) Plan with employer match and discretionary profit-sharing contributions Paid Leave & Vacation Allowance Paid Short-Term and Long-Term Disability Insurance Paid Group Life Insurance Free financial planning and investment management services Eligibility for GREEN Units (equity compensation) after 2 years with the firm Annual professional development stipend for continuing education, courses, conference attendance, etc. Cellphone Usage Reimbursement Matching Gifts Program Stand-up desks, dual computer monitors, monthly social events, and volunteer hours

Magnolia Wealth Strategies is a holistic financial guidance firm that offers a full range of financial solutions for individuals, families, and businesses. The firm aims to help people secure their future, protect their loved ones, and make a positive impact in the communities where they operate. With a diverse team of over 100 financial professionals, Magnolia Wealth Strategies has the experience and knowledge to provide customized solutions to help clients prepare for their future. This is a hybrid role, candidate must be located in Louisiana, Mississippi, Alabama and Florida, or be willing to relocate. This is an opportunity to own your business, grow your own practice and scale how you want to scale. Role Description This is a full-time financial advisor role at Magnolia Wealth Strategies located in, Baton Rouge, Lafayette, New Orleans/Metairie, Mobile, AL and Pensacola, FL, with some work from home flexibility. The role will involve day-to-day financial planning, analytical tasks, finance-related activities, financial reporting, and effective communication with clients and team members. This is a commission based role, with Benefit's. Qualifications Financial Planning and Finance skills Analytical Skills Strong Communication abilities Experience in Financial Reporting Bachelor's degree in Finance, Accounting, Economics, or related field Professional certification (e.g., CFP, CFA) is a plus

Moran Wealth Management, LLC is a Registered Investment Advisory firm delivering comprehensive bespoke solutions designed to meet the unique wealth management needs of clients. We take pride in our ability to foster long-term relationships built on trust, transparency, and a commitment to financial excellence. As we expand our team, we are looking for experienced financial consultants to help drive our vision forward. Job Summary: As a Financial Consultant, you will play a pivotal role in helping clients make informed financial decisions, develop strategies for financial growth, and manage their financial risks. Your expertise will guide individuals in areas such as investments, retirement planning, tax planning, and estate planning. This position requires a deep understanding of financial markets, trends, and regulations, as well as strong interpersonal skills to build and maintain client relationships. This role is an in-person position. Primary Responsibilities Serve as a trusted advisor, guiding clients through financial planning, investment management, retirement planning, and wealth preservation strategies. Meet with clients to identify their financial needs and objectives. Develop customized financial plans that align with clients' short-term and long-term financial objectives. Conduct thorough financial assessments and recommend investment strategies based on risk tolerance, market conditions, and financial goals. Monitor and review clients' financial portfolios regularly. Stay informed on industry trends, financial regulations, and investment products to provide clients with the most up-to-date guidance. Collaborate with internal teams, including portfolio managers and tax professionals, to develop holistic financial strategies. Proactively identify and cultivate new business opportunities while maintaining and strengthening existing client relationships. Contribute to business growth by identifying potential clients, effectively presenting our services, and converting leads into long-term, loyal client relationships. Ensure all client interactions and financial plans comply with regulatory and firm standards. Qualifications & Experience Bachelors degree in Finance, Economics, Business, or a related field. Preferred certifications/degrees: CFA, CFP, MBA, or progress toward obtaining these or a related designation. Minimum 5 years of experience in financial planning, investment advisory, or wealth management. In-depth knowledge of financial markets, investment products, and risk management strategies. Strong analytical and problem-solving skills. Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and concise manner. Proven ability to build and maintain client relationships with a high level of professionalism and integrity. Capable of working both independently and collaboratively as part of a team. Skilled in working with multiple clients and projects simultaneously. Experience working within an RIA or fee-based advisory firm is a plus. Proficiency in financial software tools (e.g. Microsoft Excel, Financial Modeling/Planning Software, CRM Platforms). Compensation Package: Competitive salary based on experience and qualifications Comprehensive health, dental, and vision insurance Life and disability insurance Retirement savings plan with employer contributions Generous paid time off (PTO) package and holiday leave Paid parental leave Professional development opportunities and training programs Educational Assistance Flexible work hours and remote work options Employee wellness programs Referral bonuses and employee appreciation programs

Join a Thriving Manufacturer in the Indianapolis area We are seeking an experienced analyst for our client - a fast-growing, leading industrial manufacturer in the Indianapolis area. This role offers a flexible schedule, allowing you to work from home one day a week and spend four days onsite. Enjoy a comprehensive benefits package and a supportive work environment that fosters collaboration and growth. Responsible for analyzing inventory, financial reporting and analysis, and supporting budgeting and forecasting processes. This role also involves project-based work and collaboration with teams to analyze and improve efficiencies. Key Responsibilities: - Analyze and report on manufacturing costs, variances, and profitability. - Maintain cost accounting systems, inventory valuation, and pricing models. - Prepare financial reports, forecasts, and quotations for large projects. - Support month-end close processes and develop performance reporting tools. - Collaborate on product pricing, cost forecasting, and process improvements. Qualifications: - Bachelor's degree - 3+ years of experience in manufacturing - Strong analytical skills, advanced Excel proficiency, and knowledge of cost accounting principles - Experience with ERP systems and cross-functional collaboration