Junior Equity Research Analyst
Finance Consultant Job 17 miles from Ballwin
Fourthstone is a St Louis-based equities fund manager specializing in financial sector opportunities. The firm's fourteen-year track record has garnered numerous awards and has been the top-ranked financial sector fund multiple years in a host of industry databases. Fourthstone's significant internal capital creates a strong alignment of interests with clients and the firm offers a benefits package including 100% Health, Dental and Vision coverage for employees and their families, generous vacation, weekly personal training, onsite gym and a 401(k) plan. The successful candidate will have exposure to the firm's executive team and the opportunity to participate in Fourthstone's continued growth.
Role Description
We are seeking a Junior Equity Research Analyst to join our dedicated and accomplished team of professionals. This is a fantastic opportunity for a recent graduate or candidate with a few years of equity research experience to further advance his/her career. A team player comfortable with wearing multiple hats would thrive in our entrepreneurial, growing firm. Please note that this position is office-based and does not offer a remote work option.
As a Junior Research Analyst, you will develop expertise in fundamental and economic analysis across multiple sectors including banking, fintech, homebuilders, consumer finance and REITs. You will be expected to interpret economic data, build & maintain complex financial models, conduct fundamental research on assigned industry positions, highlight key points in earnings calls, attend conferences and management meetings, contact and build relationship with portfolio company management and deliver written reports. This role will require the successful candidate to travel up to two weeks a month on research trips.
Desired Skills & Experience
Equity research, bank examination or commercial credit analysis experience beneficial
Degree in economics, finance, mathematics or similar with 3.3+ GPA
CFA preferred
Excellent accounting and financial skills
Power Excel and Python user
The highest standards of personal and professional integrity and ethics
Applicants must include GPA on their resume and will be required to undergo a background check and confirm their permanent right to work in the USA without sponsorship to qualify. Please note that we are only able to respond to successful applicants.
Financial Planner
Finance Consultant Job 31 miles from Ballwin
Explore a career as a FINANCIAL PLANNER!
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an opening for a motivated, highly personable individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Planner in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Financial Advisor
Finance Consultant Job 7 miles from Ballwin
GET MORE OUT OF YOUR CAREER
Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially.
OUR CORE VALUES
Faith: Complete confidence, trust, and hope in a person, community, or system.
Growth: Commitment to new learning and doing the work required to get better every day.
Grit: The courage to take personal initiative and persist with a positive attitude and the same level of energy despite facing setbacks and rejections.
Gratitude: The conscious effort to count one's blessing. This generates a climate of positivity that both reaches inward and extends outward, helping to deal with adversity and build strong relationships.
Charisma: Compelling attractiveness or charm that inspires action from others. Positive energy, confidence, lifting people up, the "IT" factor.
OUR PASSION
Improving Lives
Protecting Dreams
Building Legacies
OUR NICHE
Empowering people to discover and pursue what's possible.
OUR 4 UNIQUES
Exclusive: Only Northwestern Mutual advisors have access to Northwestern Mutual's products/services.
Planning: We offer an integrated, comprehensive, holistic planning experience.
Proven Process: The Northwestern Mutual business model.
Training and Development: Best in our industry.
CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Over half of our current advisors found their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you:
-You know how to connect with people, building personal, trusted relationships.
-Financial planning is interesting to you.
-You're a driven person who's committed to succeeding.
-You're ready to earn more for your hard work.
-You enjoy helping people make more informed, confident decisions.
-You're ready to live the life you want, both personally and professionally.
A CAREER WITH ENDLESS OPPORTUNITIES
This career allows you to get paid what you are worth based on the results you achieve and the impact you have. Compensation is a combination of commission, investment management fees, residual income, bonuses, and company benefits. Our training allowance program and our launch accelerator program assist our advisors in the early stages of their careers.
INCOME GROWTH OPPORTUNITY:
Average
Years 1-4 $76,000
Years 5+ $576.000
Top 25%
Years 1-4 $176,000
Years 5+ $1,800,000
FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL
Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now's the time to consider Northwestern Mutual.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own.
BEYOND INCOME, YOU'LL ALSO HAVE ACCESS TO A COMPREHENSIVE BENEFITS PACKAGE:
Comprehensive medical insurance.
Two pension plans.
Life and disability insurance.
Healthcare and dependent care reimbursement accounts.
Reimbursement for licensing and ongoing education.
IDEAL CANDIDATE:
We are seeking values-driven people with different backgrounds and work experience, including but not limited to: accounting, financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.
ABOUT NORTHWESTERN MUTUAL:
At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!
Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.
Recent Awards and Accolades:
-FORTUNE 97
-Unsurpassed Financial Strength with total company assets of $290 billion.
-96% of policy owners stay year after year.
-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
-The largest direct provider of life insurance in the US.
-4.6+ million total clients.
-Industry leader in total dividend payout with $6 billion.
Job Type: Full-time
Pay: $85000 - $156,000.00 per year
BENEFITS:
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Paid training
Tuition reimbursement
Vision insurance
Financial Services Professional
Finance Consultant Job 17 miles from Ballwin
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent training
• Progressive advancement opportunities
• Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Advisor - O'Fallon, IL
Finance Consultant Job 34 miles from Ballwin
Thrivent Financial Advisor
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
Job Description
As a Thrivent Financial advisor, you'll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Risk Analyst
Finance Consultant Job 17 miles from Ballwin
The Financial Crimes team, from one of our Fortune 500 banking clients, that perform Enhanced Due Diligence (EDD) on high-risk customers are looking for new team members to support due diligence work. In this role, you will perform EDD activities, focusing on the assessment and underwriting of high-risk customers per established guidelines. You will review and analyze client information and account transactional activity, drafting clear, concise summaries that identify customer risks and associated mitigating factors. These summaries will include overall comfort rationale and a final recommendation for customer retainability.
This role requires a quick ability to learn company policies, procedures, guidelines, governance programs, and various systems to support research. EDD reviews must meet internal quality standards. Beyond conducting EDD reviews, you may also assist in executing due diligence reporting processes and controls and collaborate with peers, managers, and internal and external partners to resolve issues and achieve goals.
Responsibilities:
Support enhanced due diligence activities, including: Reviewing and processing reports, Accessing internal systems and third-party services for EDD inputs, Assisting with triaging EDD work and related issues, and Performing quality reviews
Collaborate and consult with peers, colleagues, managers, and internal/external partners to resolve issues and meet objectives
Maintain current knowledge of the external regulatory environment and assess/report potential impacts to WIM's businesses
Qualifications:
2-4+ years of Due Diligence experience or equivalent (risk management, client service, operations support, or business process management)
2-4+ years of Management Consulting, Strategy Consulting, or Business Operations experience is a large plus but not required
BSA/AML/OFAC regulatory compliance experience in large, diverse financial institutions
Experience conducting complex financial crimes due diligence and risk analysis, including transactional reviews
Previous experience assessing and underwriting high-risk customer segments
Strong written communication skills, with the ability to convey risk assessments and recommendations clearly and concisely
Pay
$39.58 - $45.16 /hr
Location:
HYBRID
St. Louis, MO
Schedule:
Monday - Friday
40 hours /week
------------
TalentBridge -- Connecting People with Their Purpose
As one of the nation's leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year.
At TalentBridge, we're passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions - relationships grounded in open communication and honesty. We're built on collaboration and teamwork - both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success.
We're not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do - the Charlotte Observer named us a Top Workplace two years running - and they're great at it!
We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job.
That's a fantastic reason to get out of bed every morning, and we're excited to share it with an expanding team. Will you join us?
Proven Process
We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It's a process that goes well beyond your resume - one that values relationships over transactions in order to optimize success in your job search.
Senior Financial Analyst
Finance Consultant Job 17 miles from Ballwin
Join a dynamic, privately held $300M company in St. Louis, MO, with a collaborative culture, executive exposure, and strong mentorship under the Director of Finance. Enjoy career growth, autonomy, and a flexible work environment with premium office amenities-including a gym and office dogs!
Role Overview:
St Louis, MO - Support financial strategy and decision-making through budgeting, forecasting, financial modeling, and performance analysis. Work cross-functionally with leadership and assist in board presentations, acquisition analysis, and process automation.
Key Responsibilities:
• Lead budgeting, forecasting, and analysis of & reporting on financials,
• Analyze financial data to identify trends in KPI's in revenue, cos, expenses & balance sheet accts
• Weekly, monthly, quarterly and annual financial report prep for management & board
• Process improvements, adhoc projects, develop/enhance dashboards and streamline financial processes.
• Collaborate with executives, including CFO and CEO.
• Ensure financial compliance and support external reporting.
Qualifications:
• Bachelor's in Accounting, Finance, or related field.
• 3+ years of finance/accounting experience (Big 4 plus).
• Strong financial statement understanding (P&L, BS & CF)
• Modeling skills a plus
• Forecasting, Budgeting, KPI's
• Advanced Excel & PowerPoint proficiency.
• Excellent analytical, problem-solving, and communication skills.
An exciting opportunity to impact a growing company's financial success!
#30025
Financial Business Analyst
Finance Consultant Job 4 miles from Ballwin
LHH Recruitment Solutions is actively seeking a detail-oriented and experienced Financial Business Analyst in the Chesterfield, MO area. The ideal candidate would be someone who can leverage their financial expertise, analytical skills, and industry insights to drive the sales strategy and contribute to the sustained growth and competitive positioning of the division. Be a proactive and detail-oriented professional who can work effectively with cross-functional teams and provide data-driven recommendations.
Title: Senior Financial Analyst / Business Development Analyst
Type: Direct Hire/Permanent
Location: Chesterfield, MO
Hours: Monday - Thursday in office and Fridays remote
Description:
This position focuses on delivering data-driven recommendations regarding product segments and pricing strategies that align with market dynamics and customer needs. By fostering strong relationships with internal teams and providing comprehensive analyses, this role will contribute to the sustained growth and competitive positioning of our division.
What will you do?
Reporting & Analysis:
Conduct thorough analysis of market trends, customer preferences, and competitive positioning within the spirits industry.
Monitor economic conditions and theorize their impact on consumer behavior and pricing.
Identify emerging opportunities and potential risks in the marketplace and deliver insightful variance analysis of results versus plan, forecast, and prior year.
Evaluate various product segments to determine areas for growth and competition.
Provide fact-based recommendations on which product segments to prioritize based on market data and sales performance.
Develop key performance indicators (KPIs) to measure the effectiveness of pricing strategies and product segment performance.
Regularly assess and report on pricing changes impacts and market strategies on the overall sales performance.
Analyze financial results for the business unit and forecast against the current year, previous year and recommend actionable insights to maximize revenue.
Pricing & Financial Modeling:
Analyze current pricing structures and develop pricing models that maximize profitability while remaining competitive.
Conduct pricing sensitivity analyses to assess customer responsiveness to different pricing strategies.
Monitor competitor pricing and develop strategies to enhance our pricing position in the market.
Partner with finance to develop models to evaluate projects and product segments.
Develop and/or utilize tools to analyze volume and profit; identify actionable opportunities to improve revenue and profit.
Relationship Building:
Communicate findings with the Sales team and provide actionable insights that align with Sales strategies.
Foster professional relationships with cross-functional teams including but not limited to Finance, Marketing, Research & Development to ensure alignment on business objectives.
Collaborate with product development teams to align initiatives with market demand.
Data Management:
Maintain comprehensive records of market research, pricing analyses, and sales performance metrics.
Ensure accurate and organized documentation of all analyses to support strategic decision-making.
Utilize CRM and analytical tools to track and report on pricing effectiveness and market trends.
Prepare and present analytical reports to management and sales teams to highlight key findings and recommendations.
What do you need to bring to the table?
Master's degree in Business, Economics, Finance, or a related field.
Proven experience in business development, pricing analysis, or a similar financial role (3+ years preferred).
Strong analytical skills with the ability to interpret complex data and make informed recommendations.
Excellent communication and interpersonal skills to build rapport with internal teams and stakeholders.
High attention to detail and organizational skills, with a focus on accuracy in reporting.
Ability to complete pricing and financial modeling.
Proficiency in data analysis tools (e.g., Excel, SQL, Tableau) and CRM software.
Finance Manager-In-Training
Finance Consultant Job 17 miles from Ballwin
At Four Seasons, we believe in recognizing a familiar face, welcoming a new one and treating everyone we meet the way we would want to be treated ourselves. Whether you work with us, stay with us, live with us or discover with us, we believe our purpose is to create impressions that will stay with you for a lifetime. It comes from our belief that life is richer when we truly connect to the people and the world around us. At Four Seasons, our company values are much more than a program or a policy; they define who we are and inform the decisions we make. The company's guiding principle is the Golden Rule, and as such Four Seasons strives to have a long-lasting, positive influence on the communities where we operate and on the people we employ and serve around the world.
Sited near the confluence of the Mississippi and Missouri rivers, historic St. Louis continues to invite exploration. Find the luxurious Hotel, a haven of tranquility with epic views of the Gateway Arch, in the heart of downtown's entertainment district, just steps away from Horseshoe Casino, the pulse of St. Louis.
About the Finance MIT Role:
The Finance MIT (“Manager In Training”) role is an exciting program that gives the right candidate great opportunities to learn and grow in a luxury hospitality environment and be offered opportunities to advance into a managerial role upon completion of the program. The program is 12-18 months and includes rotations into different learning opportunities, gaining a thorough knowledge of the Accounting team's roles/responsibilities, and gaining knowledge of essential skills and principals needed to be successful in an Accounting environment. The program has close guidance with the Learning & Development Manager, and the Finance leadership team.
Placement opportunities upon program completion may or may not be available at our St. Louis property, so the potential for transfer or relocation in order to advance should be considered and/or expected.
Essential Functions:
Understand and possess a working knowledge of the Accounting & Finance Manual
Good understanding of Month-End Process, including but not limited to preparation of financial statements, accruals and journal entries, maintain reconciliations for all balance sheet accounts in established corporate formats and in accordance with generally accepted accounting principles.
Prepare and coordinate the monthly reconciliations for all balance sheet accounts and all bank reconciliations, ensuring all outstanding reconciling items are investigated and resolved satisfactorily.
Perform all daily, monthly, and other periodic accounting and financial reporting in an accurate and timely nature.
Participate in the physical inventory counts and the subsequent accuracy of count, price, and valuation.
Assist with month end adjustment journal entries and balance sheet reconciliations.
Prepare periodic vacation and medical deduction audits.
Prepare required backup or work papers in order to provide analysis and control over balance sheet and P&L accounts and to serve the purpose of internal and external audits.
Have a working knowledge of all areas in Finance to ensure that coverage can be provided for employees on vacation or leave.
Be familiar with the program of records control, security, retention and disposal in accordance with hotel policy and procedures.
Perform any additional duties as assigned by the Director of Finance or Assistant Director of Finance.
Have the ability to direct the efforts, quality and timeliness of all aspects of the payroll, general ledger, accounts payable and general cashiering.
Assist Department Heads and Division Heads in researching any discrepancies or problems highlighted by the daily, weekly and monthly labor productivity reports.
Ensure that accurate room revenue is captured, recorded and posted
Ensure that accurate F&B outlet revenue, Banquet Food and Beverage Revenue and F&B Miscellaneous Revenue is fully captured, recorded and posted.
Work with Shared Services to complete day to day tasks.
Minimum Requirements:
Previous experience in finance.
Excellent reading, writing & oral proficiency in the English language
Good organizational skills.
Attention to detail.
Ability to multitask
Able to negotiate, organize, delegate & work under pressure
Computer literacy to include MS Word, Excel, and ability to use e-mail and the Internet.
Successful candidates must possess legal work authorization in the United States.
What we are offering you:
Four Seasons believes in offering the best to the best when it comes to employee benefits!
*Lucrative salary!
*Excellent benefits package that includes: Medical, Dental, Vision and 401K with employer matching all starting at 30 days!
*Time off plans starting at day of hire!
*An opportunity to be a part of a cohesive team in an inclusive work environment!
*Complimentary and discounted hotel stays around the world!
*Wellbeing and mental health initiatives and focused company!
*Embracement and promotion of diversity in our workplace!
*Complimentary employee meals and beverages!
*Tuition reimbursement!
Learn more about what it is like to work at Four Seasons-visit us:
************************************
************************************
****************************************************************
****************************************
***********************************
Senior Financial Advisor - Edward Jones Connections
Finance Consultant Job 17 miles from Ballwin
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.
Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
The Position:
The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.
We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.
Key Responsibilities:
Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team
Work daily to re-engage clients with our firm and to serve clients who are already engaged
Provide excellent client service and tailored client solutions to meet the clients' needs
Provide initial contact and ongoing guidance and service to the clients
Research and resolve any service issues or unfinished tasks
Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service
Keep the department apprised of any Compliance/Field Supervision concerns
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $70659
Hiring Maximum: $116516
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
• Insurance license may be required in the future (life, health and variable annuity)
• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.
• Bachelor's degree in a business-related field is strongly preferred
• Ability to seek, receive and implement feedback.
• Strong critical thinking skills are necessary.
• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
• Extensive flexibility, reliability and sound decision making skills
• Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.
• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.
• H.B.A. associates would have their home office audited annually
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Senior Consultant Finance
Finance Consultant Job 4 miles from Ballwin
We're a Little Different
Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in
careers
that match the unique gifts of unique individuals -
careers
that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare Magazine named us in its “Top 100 Places to Work.”
Overview:
This role is within Mercy Finance and has responsibilities for data and business analysis for all aspects of Mercy Supply Chain, from sourcing and contracting to supply utilization.
The role will have a significant technology focus and will serve as the main point of contact for supply data in Mercy's data warehouse. This includes helping business stakeholders understand and document data resources (systems, tables, metrics, etc.) and utilize those data resources for complex operational and financial analysis and strategic decision making.
The role reports to the Manager of Finance Data Engineering and Analytics. The role must maintain strong relationships with Finance, Supply Chain, Information Technology, and Enterprise Data Analytics Office (EDAO) teams, as well as operational leaders from across the health system.
Mercy operates across multiple states, predominantly in Missouri, Arkansas, and Oklahoma. Travel to various facilities, including hospitals and clinics, will be expected periodically for engagement with regional supply collaborators.
Primary enterprise resource technologies are Lawson (on-prem Oracle general ledger), Epic (electronic health record (EHR)), and Tecsys (supply chain).
Qualifications:
Education: Bachelor's Degree in Accounting, Finance or related field from an accredited college or university.
Required Experience:
Expertise in Structured Query Language (SQL) across diverse platforms and providers is essential.
Position requires a minimum of five years of experience in complex financial or supply chain data analysis.
Ability to frame analytical questions, design and create appropriate analyses and communicate results to all levels of the organization.
Ability to work independently to meet project deadlines.
Ability to work with and preserve confidential information.
Preferred Experience:
Lawson
Epic
Tecsys
Python
Microsoft Azure Databricks
Microsoft Purview
Microsoft Power BI
Preferred Education: Bachelor's Degree in Accounting.
Preferred Licensure: CPA preferred.
Preferred Experience:
Healthcare financial reporting experience.
Public accounting experience.
Lawson financial system
We Offer Great Benefits:
Day-one comprehensive health, vision and dental coverage, PTO, tuition reimbursement and employer-matched retirement funds are just a few of the great benefits offered to eligible co-workers, including those working 32 hours or more per pay period!
We're bringing to life a healing ministry through compassionate care.
At Mercy, our supportive community will be behind you every step of your day, especially the tough ones. You will have opportunities to pioneer new models of care and transform the health care experience through advanced technology and innovative procedures. We're expanding to help our communities grow. Join us and be a part of it all.
What Makes You a Good Match for Mercy?
Compassion and professionalism go hand-in-hand with us. Having a positive outlook and a strong sense of advocacy is in perfect step with our mission and vision. We're also collaborative and unafraid to do a little extra to deliver excellent care - that's just part of our commitment. If that sounds like a good fit for you, we encourage you to apply.
EEO/AA/Minorities/Females/Disabled/Veterans
Workday Finance Consultant
Finance Consultant Job 17 miles from Ballwin
Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their most complex and interesting business problems. We surround our technologists with interesting challenges, innovative minds, and emerging technologies.
Slalom Workday Consultants work in partnership with our clients to ensure maximum value out of their Workday investment. Workday consultants serve as subject matter experts in a variety of strategic and high-impact projects, guiding clients from strategic planning to implementation and sustainment. You will also support Workday customers at every stage of the lifecycle including early strategy and selection, implementation, and ensuring continued success after go-live. Our Workday Advisory capability partners with our clients to deliver Workday strategy and readiness, implementation support, and optimization and road mapping.
What You'll Do
* Work with clients to understand strategic objectives related to Workday Financials including requirements gathering, business process and functional design, data strategy tailored to our clients unique needs
* Implement initiatives related to the client overall Finance Transformation objectives
* Support client in all the phases of the implementation including phase 0 readiness activities, health check assessments, phase 1 and X deployments
* Lead process re-design efforts by guiding clients to define outcomes and work backward to define the process and cross-functional touchpoints
* Support clients in post-production assessment and enhancement opportunities
* Support clients in delivering Workday Fins training to end users
* Collaborate across Slalom practices and offices to deliver a holistic and coordinated solution
* Act as a client advocate and trusted advisor
* Regional travel opportunities
* Location is flexible within the US
What You'll Bring
* 3+ years of hands-on Workday Financials functional implementation experience
* Workday Financials certification in at least 1 area (Record to Report, Order to Cash, Purchase to Pay)
* Strong understanding of Workday Methodology
* Proven ability to influence a wide variety of audiences - technical and business clients, Finance functions, and all levels of employees
* Proven ability to see around corners thinking about both the big picture and individual needs
* Excellent written and oral communications skills
Preferred Qualifications
* Proficiency with multiple Finance Business Processes
* Workday Financials Reporting experience a plus
* Experience leading teams and managing resources
About Us
Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this position at the Senior Consultant level the base salary pay range is $110,000 to $203,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
We will accept applications until May 31, 2025.
#LI-AK1
Oracle EBS Analyst - Corporate Office
Finance Consultant Job In Ballwin, MO
Anchor Packaging is looking for an Oracle EBS Analyst for our St. Louis Office. Apply on our Corporation Website at ******************************** Anchor Packaging does require background check and drug screen. We utilize E-Verify and we are an EEO Employer. Pay will be based on experience. Description
The Oracle EBS System Analyst is responsible for implementation, performance, support, customization and testing of Oracle E-Business Suite (EBS) application.
Responsibilities
• Responsible for day-to-day operations and application support, maintaining the service level with higher customer satisfaction for help desk tickets raised by the end users.
• Responsible for troubleshooting and resolving break fix issues, liaising with end users and technical resources.
• Identify GAP's in the existing business process and suggests improvements.
• Perform the role of Application Architect in designing new business process and enhancement for the current environment as per business requirements.
• Responsible for the translation of business requirements and solution designs into Oracle EBusiness Suite (EBS) configuration.
• Take requirements and build features or enhancements that help them solve challenges and manage workflows more efficiently and managing the development of various RICE (Reports, Interface, Conversions and Extension) components.
• Work closely with IT Management, consultants, and business teams to provide in-depth technical solutions for business objectives.
Required Knowledge, Skills, and/or Abilities
• 5+ years of experience in manufacturing and inventory management, supply chain management, advanced planning and scheduling, procurement, sourcing, and business process design with Oracle.
• The successful candidate will demonstrate strong interpersonal skills, and the ability to work effectively in a fast paced, dynamic and demanding environment with light supervision.
• Strong Techno Functional Knowledge and Hands on experience in various modules of Oracle R12 - OM, AR, PO, AP, GL, FA, CM, INV, CST, WIP, BOM.
• Oracle API/Interface Knowledge and Proficiency in Oracle PL/SQL, Oracle Forms and Reports, Oracle Workflow, XML reports, Web ADI
• Strong analytical, problem-solving, and decision-making skills, ability to react quickly to changing requirements due to product limitation or driven by enterprise need.
• Ability to develop and deliver effective presentations
• Demonstrated written and verbal communications skills and ability to interface with internal and external parties at all levels
• Establishing and maintaining effective working relationships
Education
Bachelor's degree in technical discipline or equivalent professional experience.
Personal Attributes
Strong interpersonal, written, and oral communication skills.
Good project management skills. Experience working in a team-oriented, collaborative environment.
Ability to conduct research into systems/network issues and products as required.
Highly self-motivated and directed, with keen attention to detail.
Proven analytical and creative problem-solving abilities.
Able to prioritize and execute tasks in a high-pressure environment.
Strong customer service orientation.
Financial Advisor
Finance Consultant Job 13 miles from Ballwin
We are seeking a local professional to join our team as an additional Financial Advisor.
Job Responsibilities:
Serve Your Clients:
1. Cultivate strong relationships with members by consistently using the prescribed sales process.
2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
4. Present a professional image in all interactions both personally and professionally.
Run Your Office:
5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union.
6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
Grow Your Business:
8. Meet or exceed individual production goals - with an appropriate product mix.
9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.
QUALIFICATIONS
1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
3. Demonstrated ability to effectively build business relationships with diverse clients.
4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
5. Life/Health License(s)
6. Series 7, 63/65 and/or 66 Licenses.
7. LUTCF, CLU, ChFC or CFP designation preferred.
Financial Advisor
Finance Consultant Job 17 miles from Ballwin
Rockstar is recruiting for a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. This client provides qualified leads, marketing support, and a proven system to help advisors close business and maximize their earnings.
Compensation: Base Salary + Commission ($100,000 - $300,000+ Potential)
About the Client
The client is a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. They provide qualified leads, marketing support, and a proven system to help advisors close business and maximize their earnings.
What They're Looking For
The client is seeking a goal-oriented Financial Advisor who can turn qualified company leads into clients while also being motivated to generate their own business. The ideal candidate will be a strong closer with a 30%+ conversion rate on company leads and a hunger for personal growth.
What the Role Entails
- Work with pre-qualified leads provided by the company-no cold calling required.
- Convert at least 30% of company-generated leads into clients.
- Build relationships through consultations, educational events, and strategic follow-ups.
- Generate additional business through referrals and warm lead calls.
- Utilize the CRM and sales systems to track client interactions and maximize conversions.
- Stay up to date on industry trends, tax strategies, and financial solutions to deliver the best client outcomes.
Compensation & Support
- Base salary + commissions (six-figure earning potential).
- Company-provided leads and marketing support to keep the pipeline full.
- Access to proven sales systems to improve closing ratios.
- Dedicated operations and marketing teams to help focus on selling.
- Bonuses and incentives for top performers.
Who the Ideal Candidate Is
- A licensed financial professional (Series 65 preferred or willing to obtain).
- A proven closer with experience in financial services, insurance, or investments.
- Competitive, driven, and hungry to succeed.
- A strong communicator who builds trust and credibility with clients.
- Self-motivated with the ability to balance company leads and self-generated business.
- Coachable and willing to follow a structured sales process.
Why Join Them?
- Warm, pre-qualified leads provided-no cold prospecting.
- A structured sales process with proven results.
- A supportive team environment focused on helping you succeed.
- Earning potential of $100,000 - $300,000+ based on performance.
- Career growth opportunities within a fast-growing firm.
Financial Solutions Advisor - Consumer Investments - Greater St. Louis Market
Finance Consultant Job In Ballwin, MO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
• Bilingual Spanish Preferred
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
*Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - O Fallon - 910 TALON DR - O FALLON BC (IL5378) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Financial Advisor - Babitz Financial Group (Training Provided | Career Changers Encouraged)
Finance Consultant Job 13 miles from Ballwin
Help People, Build Relationships, and Make a Positive Impact!
We are seeking highly motivated professionals that have exceptional integrity, appreciate accountability, and like to have fun! As a Financial Representative you will be choosing a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Here, you will find career growth that fits your own unique vision and run a business with the backing of a Fortune 100 company. You will be part of a team, and work alongside other driven, competitive, hardworking people that surround you with support and celebrate your successes!
We don't expect you to be an expert on day one. It is a surprise to most people that a large percentage of our new representatives are career changers and do not have a background in finance. Our nationally recognized training and development program provides you with education and resources, personalized coaching and mentorship, skill-building, and development strategies needed to be successful and confident in this career. You will discover your true earning potential, craft a workday around your life, and make an impact every day!
Our Financial Representatives work with, and establish long-term relationships with individuals, families, and small businesses. They help people reach their financial goals and dreams by developing and implementing financial plans. Financial plans show clients where they are today, plan for where they want to go tomorrow, and provide the financial tools and support to help them get there.
Common Characteristics of Successful Financial Reps
LOVE Helping People - Make a Positive Impact
ENJOY Building Relationships - A “People Person”
CRAVE Growth - Personally and Professionally
SEEK Training and Development Opportunities - Learning Focused
APPRECIATE Accountability - You Can Do It!
POSSESS Grit - Driven to Succeed
STRIVE for Excellence - Average is Not in Your Vocabulary
Ideal Candidate
Professionals with different backgrounds and experience in, but not limited to... Sales, Business Development, Management, Banking, Financial Services, Insurance, Military Veterans, Realtors, Entrepreneurs, Educators, Athletes, and Community Influencers. These individuals are accomplished in their roles but are looking for more purpose, autonomy, and financial growth within their career.
A Career with Endless Opportunities and Earning Potential
Our Financial Representative career allows you to get paid what you are worth based on the results you achieve and the impact you have. In addition to great earning potential, the Northwestern Mutual-funded Retirement Plan and Pension Plan benefits are exceptional!
Advisor Income
Years 1-4
Average - $124K
Top 25% - $192K
Top 10% - $287K
Years 5+
Average - $614K
Top 25% - $1.5M
Top 10% - $2.5M
Our Robust Comprehensive Benefits Package
Medical, Vision, and Dental Insurance
Life Insurance and Disability Income Insurance
Family planning - Dependent Care Reimbursement
NM-Funded Retirement Package and Pension Plan
Additional Income Structure for Training and Early Development
Bonus Programs and Expense Allowances
Sponsorship for Insurance Licensing, SIE, Series 6, Series 63, and Series 7
Sponsorship for Continuing Education Designations (CFP, RICP, CLU, and more!)
Why Choose a Career at Northwestern Mutual?
Our Vision
We exist to free Americans from financial anxiety. That's why we approach financial planning differently. Instead of starting with our clients' finances, we start with them: their lives, their families, their priorities. So the strategies we recommend are tailored from a wide range of financial options built to reinforce each other, like investments for growth, insurance protection, and annuities for guaranteed income in retirement - helping our clients worry less and live more.
Every Individual Matters
We are committed to reflecting our community and seeking talented individuals who share our core values. As we grow to reach all segments of our community, we promote culture competence through extensive training, education, and exposure to diverse perspectives within and outside our firm. We value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Impacting Our Communities
We're a proud sponsor of Alex's Lemonade Stand, a national organization that is changing the loves of children with cancer. $45M+ contributions and 525K hours of childhood cancer research funded since inception in 2012.
Financial Professional
Finance Consultant Job 31 miles from Ballwin
We are looking for Experienced Advisors to join our Team
You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.
Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:
· Our open architecture platform for client solutions
· Our competitive payouts
· Our practice building support
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today.
When joining Prudential Advisors, we offer
· Pension Enhancement for Top Financial Professionals
· Prudential Employee Savings Plan (PESP) - 401(k)
· Cash Balance Pension Plan
· Medical, Dental, and Vision benefits
· Robust compensation packages
· Transition support
· Practice Building programs
· Access to Prudential clients
PAMR-244
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Senior Financial Analyst I
Finance Consultant Job 4 miles from Ballwin
We're a Little Different
can be REMOTE or HYBRID (either St. Louis or Springfield,MO)
Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in
careers
that match the unique gifts of unique individuals -
careers
that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare Magazine named us in its “Top 100 Places to Work.”
Overview:
This position reports to the Manager or Director of Managed Care Finance and is primarily responsible for developing models to quantify financial impact to changes in payor contracts for hospital-based services.
Qualifications:
Education: Bachelors Degree in Accounting or Finance
Experience: Position requires a minimum of 3-5 years financial analysis experience
Required Skills:
Strong Excel skills a must.
Excellent analytical and critical thinking skills: ability to assess and define business problem, pull & analyze data to develop insights, and recommend solutions based on those insights.
Strong organizational and communication skills.
Works independent and is self-driven, demonstrating an ability to work with minimal supervision to accomplish and carry out goals/objectives.
Preferred Education: Bachelors Degree in Accounting
Preferred Licensure: CPA certification is a plus
Preferred Experience: Healthcare finance experience through work for or with Provider System or Payor.
Job Description:
Strong financial acumen and problem-solving skills are essential for preparing datasets, developing models, and analyzing revenue trends to optimize reimbursement methodologies and rates. This role is responsible for monitoring key metrics through dashboards and reports, identifying payer-level variances against benchmarks, and analyzing trends to develop assumptions for growth, rates, and risk. Additionally, it involves building and maintaining pro formas by contract, evaluating contract opportunities, and determining strategies to achieve financial targets through rate adjustments. Completes special projects as directed by the Director or Manager.
We Offer Great Benefits:
Day-one comprehensive health, vision and dental coverage, PTO, tuition reimbursement and employer-matched retirement funds are just a few of the great benefits offered to eligible co-workers, including those working 32 hours or more per pay period!
We're bringing to life a healing ministry through compassionate care.
At Mercy, our supportive community will be behind you every step of your day, especially the tough ones. You will have opportunities to pioneer new models of care and transform the health care experience through advanced technology and innovative procedures. We're expanding to help our communities grow. Join us and be a part of it all.
What Makes You a Good Match for Mercy?
Compassion and professionalism go hand-in-hand with us. Having a positive outlook and a strong sense of advocacy is in perfect step with our mission and vision. We're also collaborative and unafraid to do a little extra to deliver excellent care - that's just part of our commitment. If that sounds like a good fit for you, we encourage you to apply.
EEO/AA/Minorities/Females/Disabled/Veterans
Cost reporting, accounting, CPA
Financial Solutions Advisor - Consumer Investments - Greater St. Louis Market
Finance Consultant Job In Ballwin, MO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
* Bilingual Spanish Preferred
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
* Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40