Finance Consultant Jobs in Chattanooga, TN

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  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Consultant Job In Chattanooga, TN

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! 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
    $39k-73k yearly est. 30d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Consultant Job In Chattanooga, TN

    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 Competitive commission structure designed to grow with you! 1st year: $40,000 - $65,000 3rd year: $60,000 - $90,000 5th year: $75,000 - $130,000 What we offer: Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-wining 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: ********************************
    $75k-130k yearly 3d ago
  • Finance Manager

    SK Food Group Inc. 4.4company rating

    Finance Consultant Job 26 miles from Chattanooga

    Hungry for a new career? Imagine...working for a company that knows that its people are the key to its success in the marketplace. A company in which achieving extraordinary results and having stimulating work experience are part of the same process. We cultivate and embrace a diverse employee population. We recognize that people with diverse backgrounds, experiences and perspectives fuel our growth and enrich our global culture. We are looking for an individual who enjoys working in a fast-paced, team-oriented environment, likes to be challenged, and values the opportunity to make a difference. We are looking for a Finance Manager that would apply principles of financial management and accounting to process financial transactions, analyze financial and product cost information, and prepare reports by compiling information and utilizing appropriate accounting control procedures. Provide plant management with financial information, analysis, recommendations and liaise with corporate finance and accounting functions. RESPONSIBILITIES: Communicate and champion accounting, budgeting and financial policies and procedures to on-site staff, management, vendors and clients. Collaborate with the Accounting department for monthly closing. Analyze and report on inventory levels, inventory costs and costs of goods sold transactions. Provide management with analysis of plant performance and continuous improvement initiatives. Review and update product cost and pricing information. Resolve inventory and cost of goods sold discrepancies through collaboration with Inventory Control audit and cycle count team at plant. Process certain product related information in the ERP system. Compile and report certain operational information to management, such as sales, inventory, production, capacity and production yield. Develop, maintain and coordinate the implementation of accounting procedures at the plant. Support corporate Finance and Accounting teams with special projects and process improvement initiatives. Review inventory, production, maintenance, and fixed asset system reports for accuracy and completeness. Review and analyze plant expenses and overhead calculations. Assist in the preparation of State and Local tax information for regulatory reporting. Establish goals and objectives and monitor professional development of direct reports. Supervises the Labor Specialist and other position(s) as assigned. Other duties as assigned. Regular and predictable attendance is an essential function of this position. QUALIFICATIONS: Bachelor's Degree (B.A.) from four‑year college or university with at least six years of related experience and/or training; or equivalent combination of education and experience. Knowledge and experience in a food manufacturing environment preferred. CMA preferred. Strong interpersonal skills and ability to build strong relationships with direct reports, peers and company leadership. Knowledge of finance, cost accounting, budgeting, inventory valuation and cost control principles including GAAP. Knowledge of financial and accounting software applications; Sage X3 preferred. Advanced knowledge of MS Excel. Accuracy, attention to detail and strong commitment to data integrity. Knowledge of federal and state tax regulations. Ability to analyze financial data and prepare financial reports, analysis and projections. Ability to effectively summarize and clearly communicate in written, verbal and presentation form. BENEFITS: SK Food Group provides competitive salaries and a wide variety of benefits including programs that provide for your health and welfare, help you prepare for retirement and truly enable you to balance your work and family life. Medical, Dental & Vision Insurance Associate Bonus Programs Family & Friends Referral Bonuses DailyPay - Access Earned Pay Sooner 401k Retirement Plan with company match Paid Time Off and Paid Holidays Paid Parental Leave Health & Dependent Care Flex Spending Accounts Dependent scholarship opportunities Educational Tuition Assistance ABOUT US: Established in 1943, the SK Food Group is a leader in the food manufacturing and wholesale food sales industry. We produce a complete line of products for many different market segments including retail, convenience stores, vending and the transportation industry. In addition, we pride ourselves on the sub-contract manufacturing and private labeling capabilities our company offers to customers throughout the United States. Please visit ************************** for more information.
    $80k-106k yearly est. 9d ago
  • Financial Advisor

    Pinnacle Bank 3.5company rating

    Finance Consultant Job In Chattanooga, TN

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $57k-108k yearly est. 60d+ ago
  • Financial Advisor

    Pinnacle Financial 4.1company rating

    Finance Consultant Job In Chattanooga, TN

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $50k-98k yearly est. 55d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance Consultant Job In Chattanooga, TN

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati
    $54k-97k yearly est. 21d ago
  • Financial Advisor - Chattanooga

    Online Banking

    Finance Consultant Job In Chattanooga, TN

    Financial Advisor Chattanooga Seeking an experienced Financial Advisor (FA) looking to expand current book of business and merge into the Chattanooga-area team. The FA will be a member of a successful team; yet work independently to create their own individual success. The FA has the opportunity to build an excellent business under the leadership and reputation of Wilson Bank & Trust while offering products and services through Raymond James Financial Services. Responsibilities: Create a smooth transition for existing book of business to Raymond James Retention of current book goal: 60%+ Proactively seek new client relationships Source prospective business opportunities by capitalizing on networking and referrals Service and deliver financial planning to client base utilizing the resources provided by Raymond James Proactively communicate with clients Promote the branch's wealth enhancement and planning services Promote established investment models and strategies that are suitable for our targeted clients Embrace a team approach, as well as communicate and collaborate with other advisors and staff Adheres to all company and industry supervisory guidelines and policies Participate in required meetings, training, community events, and continuing education requirements. Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program. Perform other duties as assigned. Industry Experience Requirements: At least 3 years of financial planning and/or investment advisory experience preferred Experience with servicing high net worth clients Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) preferred Knowledge, Skills, & Abilities: Excellent verbal, written, presentation, and interpersonal communication skills Superior relationship management and business development skills Demonstrate exceptional follow-up skills Excellent attitude and an extraordinary client service orientation Excellent organizational and time management skills Proficiency with Microsoft Office Suite Bachelor's degree or higher strongly preferred
    $44k-89k yearly est. 21d ago
  • Financial Advisor - Chattanooga

    Thrivent Financial for Lutherans 4.4company rating

    Finance Consultant Job In Chattanooga, TN

    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. As a Thrivent Financial advisor, you will: * 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. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $42k-81k yearly est. 7d ago
  • Financial Analyst Project Manager

    Bertrandt AG

    Finance Consultant Job In Chattanooga, TN

    The Bertrandt Group has been providing development solutions for the international automotive and aviation industries as well as the mechanical and plant engineering, energy, medical technology and electronics industries in Europe, China and the USA for more than 40 years. Our employees guarantee extensive know-how, sustainable project solutions and a high level of customer orientation. Financial Analyst Project Manager Location: 37402, Chattanooga Financial Analyst Project Manager Workplace: 37402, Chattanooga What to expect: Responsibilities include, but are not limited to: Identifying and managing project risks, issues, and changes to ensure successful project delivery. Analyzing financial data and presenting accurate financial reports in a timely manner. Collecting and analyzing project data to ensure alignment with project goals. Developing and maintaining comprehensive project plans, schedules, budgets, and forecasts. Creating and updating project reports, dashboards, and presentations for stakeholders. Leading decision-making and problem-solving efforts, coordinating with the project team and stakeholders. Ensuring compliance with project standards, policies, and procedures. Supporting month-end and year-end closing processes, reconciling accounts, and resolving discrepancies. Assisting with financial audits and developing business processes and accounting policies. Providing support to the Controller and other members of the finance team as needed. Establishing professional and constructive communication with customers and team members. Willing to travel nationwide. (20-30% of the time) What you bring along: Associate or Bachelor's degree Business Administration, Finance, Accounting or a related field. In-depth knowledge of project management and finance principles, practices, and procedures. Experience with business and data analysis, financial reporting and financial analysis. Automotive industry knowledge Strong analytical and problem-solving capabilities. Proficiency in MS Office tools, with a high level of expertise in MS Excel. Excellent communication and interpersonal skills. Ability to prioritize effectively and manage multiple tasks. Detail-oriented with a high level of accuracy. 5 - 7 years of relevant experience Preferred: Experience working in the field of engineering services Knowledge of SAP systems. A master's degree or MBA. Certifications in Project Management, such as PMP or CAPM, and project control, such as PCP or EVP. Certifications in data analysis, such as CAP or CDA. Proficiency in German language The Data & Financial Analysis Project Manager is responsible for ensuring projects meet their objectives in terms of scope, quality, cost, and timelines. This role involves planning, executing, and finalizing projects according to strict deadlines and within budget. The ideal candidate will have strong leadership and communication skills and will be responsible for coordinating the efforts of team members and third-party contractors or consultants to deliver projects according to plan. The Project Manager will also define the project's objectives and oversee quality control throughout its life cycle. What we offer: General Benefits Complete and comprehensive benefits package including Med/Dent/Vision Employer paid STD/LTD/Life 401k Retirement program Generous paid vacation/sick/holidays Creativity encouraged in a fun, friendly work environment EEO Statement: Bertrandt US is committed to fostering an inclusive and diverse workplace. We provide equal employment opportunities to all employees and applicants and strictly prohibit discrimination or harassment of any kind. We consider all qualified candidates without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local laws. Contact: Erin Dallis Tel.: ************ Contact: Erin Dallis Tel.: ************
    $70k-97k yearly est. 8d ago
  • Financial Analyst Project Manager

    Bertrandt Us

    Finance Consultant Job In Chattanooga, TN

    Ready to Drive the Future? As part of the global Bertrandt Group, our team of innovators tackles cutting-edge projects across ADAS, Autonomous Driving, Electric Mobility, and Manufacturing Support, transforming complex issues into sustainable, connected solutions. With the strength of a global network of over 14,500 colleagues in 50+ locations, Bertrandt US combines deep expertise in Electronics, Product Engineering, Physical, and Production & After Sales. Join us in engineering tomorrow's mobility today. General Benefits: Complete and comprehensive benefits package including Med/Dent/Vision Employer paid STD/LTD/Life 401k Retirement program Generous paid vacation/sick/holidays Creativity encouraged in a fun, friendly work environment EEO Statement: Bertrandt US is committed to fostering an inclusive and diverse workplace. We provide equal employment opportunities to all employees and applicants and strictly prohibit discrimination or harassment of any kind. We consider all qualified candidates without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local laws. Responsibilities Data & Financial Analysis Project Manager Location: Chattanooga, TN The Data & Financial Analysis Project Manager is responsible for ensuring projects meet their objectives in terms of scope, quality, cost, and timelines. This role involves planning, executing, and finalizing projects according to strict deadlines and within budget. The ideal candidate will have strong leadership and communication skills and will be responsible for coordinating the efforts of team members and third-party contractors or consultants to deliver projects according to plan. The Financial Project Manager will also define the project's objectives and oversee quality control throughout its life cycle. Responsibilities include, but are not limited to: - Identifying and managing project risks, issues, and changes to ensure successful project delivery. - Developing and maintaining comprehensive project plans, schedules, budgets, and forecasts. - Collecting and analyzing project data to ensure alignment with project goals. - Creating and updating project reports, dashboards, and presentations for stakeholders. - Analyzing financial data and presenting accurate financial reports. - Leading decision-making and problem-solving efforts, coordinating with the project team and stakeholders. - Ensuring compliance with project standards, policies, and procedures. - Supporting month-end and year-end closing processes, reconciling accounts, and resolving discrepancies. - Assisting with financial audits and developing business processes and accounting policies. - Providing support to the Controller and other members of the finance team as needed. - Establishing professional and constructive communication with customers and team members. - Willing to travel nationwide. (20-30% of the time) Qualifications Must Have: - Associate degree or Bachelor's degree in Business Administration, Finance, Accounting, or a related field. - In-depth knowledge of project management and finance principles, practices, and procedures. - Experience with data analysis, financial analysis and financial reporting. - Strong analytical and problem-solving skills. - Automotive industry knowledge - Curiosity and proven experience in business and data analytics - Proficiency in MS Office tools, with a high level of expertise in MS Excel. - Excellent communication and interpersonal skills. - Ability to prioritize effectively and manage multiple tasks. - Detail-oriented with a high level of accuracy. - 5 - 7 years of relevant experience. Preferred: - Experience working in the field of services or engineering services - Knowledge of SAP systems are helpful - A master's degree or MBA. - Certifications in Project Management, such as PMP or CAPM, and project control, such as PCP or EVP. - Certifications in data analysis, such as CAP or CDA. - Proficiency in German language *Local candidates to greater Chattanooga area or nearby preferred *Relocation is not available for this position
    $70k-97k yearly est. 7d ago
  • Tax Senior Manager - Financial Services

    Elliot Davis 3.7company rating

    Finance Consultant Job In Chattanooga, TN

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Job Summary We are looking for a Tax Senior Manager to join our Financial Services Practice group. This candidate will consult on complex tax matters and oversee the tax compliance process for financial institutions and financial services companies, ensuring compliance with federal and state regulations. Tasks will include business development, leading a team, advising, researching and identifying tax issues, providing solutions to technical tax matters and engagement management. The Senior Tax Manager is responsible for training, motivating, developing and reviewing the work of their team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career. LI-JR1 LI-HYBRID Responsibilities * Developing and sustaining excellent customer relationships, owning the relationship end-to-end * Being anticipatory and consulting on various tax matters * Performing technical reviews of income tax accounting, ASC 740, computations and reporting requirements * Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects * Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business * Continuously improving specialty area knowledge and professional development * Holding yourself and others accountable for business development goals * Recruiting, developing, and motivating team members, creating pools of ready-now leaders * Setting and achieving stretch goals on a regular basis that increases your value and contribution to the organization Requirements * Bachelor's degree in Accounting, Finance or Law; Master's degree in Tax/LLM in Tax, preferred * 7+ years of recent public accounting firm experience * Strong experience with corporate tax accounting, ASC 740 preferred * CPA certification, required * Leadership and project/team management skills * Excellent communication and networking acumen * Ability to manage and grow strong customer relationships * Strong experience with corporate tax accounting, ASC 740 preferred * Experience with tax software and technology * Ability to multitask along with demonstration of commitment to continuous learning WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.
    $102k-134k yearly est. 60d+ ago
  • Merrill Financial Solutions Advisor - Nashville Market - Nashville, Chattanooga, Knoxville and Morristown, TN

    Bank of America 4.7company rating

    Finance Consultant Job In Chattanooga, TN

    Nashville, Tennessee;Brentwood, Tennessee; Murfreesboro, Tennessee; Knoxville, Tennessee; Morristown, Tennessee; Chattanooga, Tennessee; Franklin, Tennessee; Bowling Green, Kentucky **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + 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 + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $43k-71k yearly est. 60d+ ago
  • Quantitative Model Analyst

    First Horizon Bank 3.9company rating

    Finance Consultant Job In Chattanooga, TN

    Support the Credit Risk Models Team with the development, testing, implementation, monitoring, documentation, and maintenance of all credit risk models. These models are used for a variety of activities, including: CECL, stress testing, loss forecasting, origination, portfolio management, and economic capital. Responsibilities include sourcing, cleaning, and transforming data; researching applicable methods; training and testing a variety of specifications; documenting all facets of the development process; implementation of models and related logic in production systems; assessing outputs across different levels of inputs (sensitivity analysis and scenario analysis); back-testing and ongoing performance monitoring; and, communicating aspects of the model and its application to non-technical stakeholders. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Under the direction of senior members of the team, this position is primarily expected to: + Develop and apply mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data sets from multiple sources (including internal consumer, mortgage, and commercial loan systems, external bank data (e.g., Call Reports), and economic forecasts) to develop credit risk models for CECL, stress testing, scorecards, economic capital, or other credit risk-related initiatives. + Derive model assumptions that are well reasoned and supportable. + Implement models in code in a transparent and easily maintainable way. + Comprehensively and clearly document all modeling or analysis work that meets internal, GAAP, and regulatory requirements; translate model theory and related results for non-quantitative audiences. + Develop and support strong controls for the model implementation framework and maintain related documentation. + Support independent model validation process, internal and external audits, and regulatory reviews. + Interact with model owner/users, validators, and regulators to address model issues and remediation actions. + Interact with key stakeholder groups such as Accounting, Treasury, Credit, Lines of Business, Model Risk Management, and Enterprise Technology in the design, development, and ongoing usage of models. + Monitor the performance and calibration of existing models. **POSITION'S ADDITIONAL RESPONSIBILITIES:** + Work on various ad hoc quantitative, modeling, and programming assignments. **SUPERVISORY RESPONSIBILITIES** 1. No supervisory responsibilities **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: PhD or Master's degree in Statistics, Econometrics, Mathematics or related quantitative field. A Bachelor's degree in a quantitative field with additional certifications or experience may be considered. Minimum Experience: + Must have advanced quantitative statistical modeling skills (Regression, Time Series, Survival Analysis, Markov Chain, etc.) + PhD or master's degree in Statistics, Econometrics, Mathematics or related quantitative field. A bachelor's degree in a quantitative field with additional certifications or experience may be considered. + Experience with at least one of the following software packages: R, SAS, SQL, Python + Strong analytical and critical thinking skills with high attention to detail and accuracy + Excellent verbal, written, and interpersonal communication skills Preferred Experience: + At least 2 years of model development or validation experience, particularly in credit risk or stress testing. + Working knowledge of Python, R, SAS, and SQL. + Working knowledge of Generally Accepted Accounting Principles (GAAP), Basel III, Dodd-Frank Act Stress Testing, CCAR, and bank accounting/regulatory reporting requirements. + Ability to clearly articulate, in writing or orally, ideas, analytic insights, and recommendations to both technical and non-technical audiences, including an executive audience. + Ability to use advanced statistical and mathematical software to perform descriptive, predictive, and prescriptive analysis leveraging a variety of statistical techniques (such as segmentation, logistic regression, sensitivity analysis, and machine learning). + An ability to identify key problems, conduct in-depth research, and articulate well-reasoned solutions. **COMPUTER AND OFFICE EQUIPMENT SKILLS** + Knowledge of Python, R, SAS, or SQL + Proficiency in the use of Microsoft Office with advanced experience in Excel + Familiarity with software version control systems, such as Git **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **About Us** **First Horizon Corp. (NYSE: FHN)** , with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Corporate Diversity Commitment:** We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $69k-85k yearly est. 59d ago
  • Oakley - Specialized Consultant

    Essilorluxottica

    Finance Consultant Job In Chattanooga, TN

    Position: Casual Part-Time Total Rewards: Benefits/Incentive Information At Oakley, we believe everyone in the world can and will become better. We're cultivating a safe and inclusive environment where all voices can evoke meaningful and purposeful change. When you're free to be the best version of yourself is when you can Be Who You Are. With us, you'll be part of a team that's influencing athletes, whether they're running in your neighborhood or standing on an Olympic podium. Together we bring the latest in advanced eyewear technology and apparel innovation to our athletes and our customers. Every day at Oakley is a chance to grow, go further and achieve more. Oakley is part of EssilorLuxottica, a global leader in the design, manufacture and distribution of world-class vision care products, including iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees around the world in driving the transformation of the eyewear and eyecare industry. Discover more by following us on LinkedIn! GENERAL FUNCTION The specialized advisor is responsible for supporting the management team by demonstrating superior sales behaviors and leadership on the floor, fostering a positive work environment, and executing processes and operational goals in accordance with company standards and policies. The main role is to assist floor staff in motivating the team to exceed sales targets. The sales manager position is considered a part-time key holder. Everyone plays a crucial role, and the goal of a specialized advisor is to engage and inspire our customers to give their best by offering an uncompromised and unparalleled customer experience. MAIN TASKS AND RESPONSIBILITIES • Acts as an ambassador, demonstrating brand knowledge, and keeps up to date with products. • Establishes strong connections and relationships with customers to maintain positive interactions. • Upholds and executes all of the company's customer service initiatives. • Assists with processing, restocking merchandise, and monitoring in-store inventory. • Assists with floor movement, merchandising, display maintenance, and the cleanliness of the floor and warehouse. • Organizes the warehouse ensuring labeling, logical placement, organization, and cleanliness are maintained. • Leads store opening and closing procedures when management is not present. • Performs any other tasks assigned by a member of the management team. BASIC QUALIFICATIONS • At least one year of retail experience in a specialized environment • Flexible availability, including evenings, weekends, and holidays • Strong sales experience and a proven ability to achieve top results in individual sales performance • Strong communication, interpersonal, and customer service skills • Ability to work in a team and interact effectively with others • Good time management and organizational skills • Proficiency in computer use and experience with cash registers • Ability to stand most of the time or move around on the sales floor or warehouse • Bilingual • Ability to move merchandise and lift up to 40 lbs Employee pay is determined by multiple factors, including geography, experience, qualifications, skills and local minimum wage requirements. In addition, you may also be offered a competitive bonus and/or commission plan, which complements a first-class total rewards package. Benefits may include health care, retirement savings, paid time off/vacation, and various employee discounts. Upon request and consistent with applicable laws, EssilorLuxottica will provide reasonable accommodations to individuals with disabilities who need assistance in the application and hiring process. To request a reasonable accommodation, please call the EssilorLuxottica SpeakUp Hotline at ************ (be sure to provide your name and contact information so that we may follow up in a timely manner) or email ********************************. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, national origin, social origin, social condition, being perceived as a victim of domestic violence, sexual aggression or stalking, religion, age, disability, sexual orientation, gender identity or expression, citizenship, ancestry, veteran or military status, marital status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy or maternity leave), genetic information or any other characteristics protected by law. Native Americans in the US receive preference in accordance with Tribal Law.
    $57k-79k yearly est. 9d ago
  • Personal Consultant M-TH 8:45-5:15, F 8:45-6:15, Every Other Sat 8:45-1:15

    Tennessee Valley Federal Credit Uni 3.3company rating

    Finance Consultant Job In Chattanooga, TN

    Job Details Corporate Headquarters - Chattanooga, TN Full Time High School M-TH 8:45-5:15 Fri- 8:45-6:15 , Rot Sat BankingDescription The primary purpose of the Personal Consultant I & II is to provide exceptional service to our members during each member session. This role is responsible for opening new accounts, facilitating wire transfers, and building and maintaining strong relationships with members. The Personal Consultant I & II will maintain a positive, enthusiastic and energetic mindset while providing excellent communication, a solid understanding of TVFCU products and services and a passion for helping others achieve their financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: Energetically engage members/potential members in the session while promoting an atmosphere of exceptional member service through positive member interactions. Initiate and maintain engaging member conversations to understand their financial goals and/or concerns. Address their inquiries by offering personalized solutions and accurate information. Proactively identify opportunities to deepen member relationships and recommend appropriate TVFCU products and services. Promote the benefits of digital banking by educating members on online and mobile banking Consistently provides exceptional member service, demonstrated by achieving an average Member Experience Evaluation score of 94. Maintain composure with a positive attitude while resolving member issues and discrepancies in a timely and professional manner. Collaborate with manager and/or relevant departments when necessary. Meet or exceed established production goals by uncovering needs and offering TVFCU products and services. Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures. Process various member transactions, including, but not limited to deposits, withdrawals, and loan payments in an accurate, efficient, and timely manner. Maintain confidentiality of all member information. Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures. Maintain knowledge and comply with all policies and procedures. Complete all required training. Proactively demonstrate the TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with members. Perform other duties as assigned. Qualifications EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS: High school diploma or equivalent; additional certifications in finance or related fields are a plus. Proven experience in coaching, customer service or sales role, preferable within the credit union industry. Experience in managing multiple priorities independently and/or in a team environment to achieve goals Experience in member/customer service operations to include understanding of effective member/customer service philosophy Experience in responding effectively to highly sensitive, complex and/or urgent member/customer requests Experience in work which displays increasing levels of responsibility and/or authority Working knowledge of retail banking industry best practices Organizational, planning and time management skills Proficient skill exercising initiative and using good judgment to make sound decisions Proficient word processing and spreadsheet software skills Effective skill in responding to requests regarding complex financial information/data Ability to work in a fast-paced, changing environment, where multiple priorities need to be effectively managed. Ability to project a professional image and positive attitude in any work environment Excellent interpersonal and communication skills, with the ability to explain financial concepts in a clear and understandable manner. Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy. Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals. Strong attention to detail and accuracy in handling financial transactions and maintaining member records. Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment. Proficiency in using email and Microsoft Office tools. Flexibility to work weekends and/or extended hours as needed. Demonstrated commitment to providing outstanding customer service and building long-term relationships with members. If you are considered for an offer of employment at TVFCU, you must successfully complete a pre-employment screen that includes: Verification of education, employment and other pertinent data included on your employment application, and eligibility to work in United States. Criminal background check and drug screening. Pre-employment credit check required Pre-employment screening helps TVFCU provide a safe environment for our members and employees, minimize risk, and ensure federal compliance.
    $29k-46k yearly est. 60d+ ago
  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Consultant Job 26 miles from Chattanooga

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! 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
    $40k-74k yearly est. 27d ago
  • Financial Consultant

    Pinnacle Financial 4.1company rating

    Finance Consultant Job In Chattanooga, TN

    At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. * We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing of investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Balance new client development, sales activities, investment management, client service and compliance with a personal and professional attitude. * Meet production targets that impact overall company revenue goals. * Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. * Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. * Recommend investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. * Seek expertise of internal resources to identify investment opportunities and solutions for clients. * Open, transfer and close client accounts and maintain appropriate account records. * Monitor the client's portfolio and make recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, taking newly offered investments into consideration. * Obtain and verify the client's purchase and sale instructions, enters orders, and follows up on completion of transactions. * Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. * Explain the organization, participant, and function of various securities markets and the principal factors that affect them. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * High School Diploma or Equivalent - College degree is preferred. * Minimum of 10 years' experience in financial services industry preferably in Asset Management. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. * Effective and proven sales experience. * Series 7 and Series 63/65, or Series 66. * Knowledge of Asset Management products, policies, and procedures. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Effective sales, negotiation, problem-solving, and interpersonal skills. * Excellent verbal and written communication skills. * Excellent organizational skills and attention to detail. * Ability to work independently and prioritize daily tasks. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 09.02.2021 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $46k-75k yearly est. 15d ago
  • Financial Advisor - Chattanooga

    Thrivent 4.4company rating

    Finance Consultant Job In Chattanooga, TN

    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. As a Thrivent Financial advisor, you will: 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. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $42k-81k yearly est. 5d ago
  • Merrill Experienced Financial Advisor

    Bank of America 4.7company rating

    Finance Consultant Job In Chattanooga, TN

    Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $43k-71k yearly est. 60d+ ago
  • Senior Quantitative Model Analyst

    First Horizon Bank 3.9company rating

    Finance Consultant Job In Chattanooga, TN

    Support the Credit Risk Models Team with the development, testing, implementation, monitoring, documentation, and maintenance of all credit risk models. These models are used for a variety of activities, including: CECL, stress testing, loss forecasting, origination, portfolio management, and economic capital. Responsibilities include sourcing, cleaning, and transforming data; researching applicable methods; training and testing a variety of specifications; documenting all facets of the development process; implementation of models and related logic in production systems; assessing outputs across different levels of inputs (sensitivity analysis and scenario analysis); back-testing and ongoing performance monitoring; and, communicating aspects of the model and its application to non-technical stakeholders. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Under the direction of senior members of the team, this position is primarily expected to: + Develop and apply mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data sets from multiple sources (including internal consumer, mortgage, and commercial loan systems, external bank data (e.g., Call Reports), and economic forecasts) to develop credit risk models for CECL, stress testing, scorecards, economic capital, or other credit risk-related initiatives. + Derive model assumptions that are well reasoned and supportable. + Implement models in code in a transparent and easily maintainable way. + Comprehensively and clearly document all modeling or analysis work that meets internal, GAAP, and regulatory requirements; translate model theory and related results for non-quantitative audiences. + Develop and support strong controls for the model implementation framework and maintain related documentation. + Support independent model validation process, internal and external audits, and regulatory reviews. + Interact with model owner/users, validators, and regulators to address model issues and remediation actions. + Interact with key stakeholder groups such as Accounting, Treasury, Credit, Lines of Business, Model Risk Management, and Enterprise Technology in the design, development, and ongoing usage of models. + Monitor the performance and calibration of existing models. **POSITION'S ADDITIONAL RESPONSIBILITIES:** + Work on various ad hoc quantitative, modeling, and programming assignments. **SUPERVISORY RESPONSIBILITIES** 1. No supervisory responsibilities **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: PhD or Master's degree in Statistics, Econometrics, Mathematics or related quantitative field. A Bachelor's degree in a quantitative field with additional certifications or experience may be considered. Minimum Experience: + Minimum of 5 years of model development or validation experience, particularly in credit risk or stress testing. + Must have advanced quantitative statistical modeling skills (Regression, Time Series, Survival Analysis, Markov Chain, etc.) + PhD or master's degree in Statistics, Econometrics, Mathematics or related quantitative field. A bachelor's degree in a quantitative field with additional certifications or experience may be considered. + Experience with at least one of the following software packages: R, SAS, SQL, Python + Strong analytical and critical thinking skills with high attention to detail and accuracy + Excellent verbal, written, and interpersonal communication skills Preferred Experience: + 7+ years of model development or validation experience, particularly in credit risk or stress testing. + Working knowledge of Python, R, SAS, and SQL. + Working knowledge of Generally Accepted Accounting Principles (GAAP), Basel III, Dodd-Frank Act Stress Testing, CCAR, and bank accounting/regulatory reporting requirements. + Ability to clearly articulate, in writing or orally, ideas, analytic insights, and recommendations to both technical and non-technical audiences, including an executive audience. + Ability to use advanced statistical and mathematical software to perform descriptive, predictive, and prescriptive analysis leveraging a variety of statistical techniques (such as segmentation, logistic regression, sensitivity analysis, and machine learning). + An ability to identify key problems, conduct in-depth research, and articulate well-reasoned solutions. **COMPUTER AND OFFICE EQUIPMENT SKILLS** + Knowledge of Python, R, SAS, or SQL + Proficiency in the use of Microsoft Office with advanced experience in Excel + Familiarity with software version control systems, such as Git **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **About Us** **First Horizon Corp. (NYSE: FHN)** , with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Corporate Diversity Commitment:** We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $69k-85k yearly est. 59d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in Chattanooga, TN?

The average finance consultant in Chattanooga, TN earns between $42,000 and $95,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In Chattanooga, TN

$63,000

What are the biggest employers of Finance Consultants in Chattanooga, TN?

The biggest employers of Finance Consultants in Chattanooga, TN are:
  1. Pinnacle Financial
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