Finance Consultant Jobs in Gainesville, FL

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  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Consultant Job In Gainesville, FL

    Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
    $42k-72k yearly est. 29d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Gainesville, FL

    JPMC

    Finance Consultant Job In Gainesville, FL

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $50k-106k yearly est. 26d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance Consultant Job In Gainesville, FL

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Gainesville, FL

    Jpmorganchase 4.8company rating

    Finance Consultant Job In Gainesville, FL

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $49k-93k yearly est. 32d ago
  • Financial Advisor- North Central Florida Group- Gainesville, FL

    Thrivent 4.4company rating

    Finance Consultant Job In Gainesville, FL

    North Central Florida Group, an established financial services practice for Thrivent located in Gainesville and Tallahassee, FL, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can learn from and leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate your career. In this role, training and support will come directly from our practice, with a six-week initial onboarding provided by Thrivent. If you have a heart for helping others reach their financial goals and an aptitude for business, we'd like to connect with you. Position Summary: Our well-established, high performing team is currently looking for a Financial Advisor. This position provides support to North Central Florida Group's existing client base. The position serves as a resource to established Financial Advisors and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities. The person in this role supports securities and insurance-related tasks and other administrative tasks as assigned. In addition, this role will handle client inquiries regarding their accounts, researching and communicating answers. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our values-driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! Industry experience is optimal. You will play a critical role in our client experience, so an outgoing and service -oriented mindset is a must. You will work closely with our team, receiving mentorship, coaching, training, and support. Responsibilities: • Learn and understand the entire operation of Freedom Financial Planning Group • Participate in Joint Fieldwork with Freedom Financial Planning Group to build expertise and learn best-practices within the industry • Meet with new and existing clients to build a book of business and grow relationships • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts • Position products, services, and strategies to help clients gain financial clarity • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. • Participate in events to attract new clients and provide financial education to the local community • Research and respond to client inquiries • Collaborate with Lead Advisor on complex scenarios • Schedule, prep, and document all your client meetings Characteristics: Our culture and people are special. We're looking for people who are - or want to become - part of the communities where our clients live, work and worship. Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are: • Self-motivated, independent, and driven to succeed • Motivated by helping others • A natural coach or guide with strong interpersonal skills • Passionate about living a life of generosity by serving others, not just selling products 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. Position Requirements: • Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) before contracting • Life, Health and Annuities registration required As part of Freedom Financial Planning Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. 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 $194 billion in assets under management/advisement (as of 12/31/24). 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.
    $43k-80k yearly est. 1d ago
  • Financial Analyst Asc - Ocala, FL/ Entry-level

    Lockheed Martin 4.8company rating

    Finance Consultant Job 34 miles from Gainesville

    You will be the Financial Analyst Associate for Ocala Operations. Are you looking for an exciting, high visibility role that has exposure to multiple functions within Lockheed Martin? Then this role is for you! This is an opportunity that is located at our Ocala, FL facility. Ocala is located just over an hour from Orlando, FL and about 45 minutes from Gainesville, FL. Ocala is one of the fastest-growing communities in the nation! At Lockheed Martin Missiles and Fire Control (MFC), we are driven by speed, agility and technical innovation. We are actively seeking candidates who are willing to take on the challenges of significant growth with a can do attitude. As the world's premier aerospace and defense company, we pride ourselves on quality and mission success. We need talented, passionate and customer centric people to be part of our future. What You Will Be Doing As the Financial Analyst Associate, you will be responsible for: • Gathering and analyzing program specific data for daily, weekly, monthly and quarterly CSR reporting in support of program management. • Establishment of budgets, development of EAC's, providing support to Production PMT's as required and monitoring of the overall health of the program at the contract level. • This candidate will work with Production Control, Program Management, Engineering, Orlando Finance and Orlando Program Management. Some travel to Orlando may be required. Why Join Us We're looking for a collaborative and customer-centric Financial Analyst Associate to join our team. As a key player in our Ocala Operations, you'll have the opportunity to work on high-visibility projects, drive business growth, and develop your skills in a dynamic and innovative environment. If you're a motivated and talented individual with a passion for finance and analysis, we encourage you to apply and be part of our future success! We are committed to supporting your work-life balance and overall well-being, offering flexible scheduling options Learn more about Lockheed Martin's comprehensive benefits package here. Further Information About This Opportunity: This position is in Ocala. Discover more about our Ocala, Florida location. *This position will be located at a facility that requires the selected candidate to be a US Citizen.* Basic Qualifications * Bachelor's degree from an accredited college in Finance, Business Administration, or a related discipline * Well experienced with Microsoft Office Suite to include Excel and PowerPoint * Basic understanding of financial analysis * Strong written and verbal communication and analytical skills * Strong research and critical thinking skills Desired skills * Ability to develop and use pivot tables and data bases to obtain data, analyze and control costs * Experience in a manufacturing environment * Experience with Tableau * Good understanding of standard time application, learning curve theory, and hours per unit or cost per unit * Ability to multi-task and meet deadlines in a fast-paced, team environment * Team Player * Ability to develop affirmative working relationships and to interface with all levels of personnel in a positive manner Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics. The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration. * Join us at Lockheed Martin, where your mission is ours. Our customers tackle the hardest missions. Those that demand extraordinary amounts of courage, resilience and precision. They're dangerous. Critical. Sometimes they even provide an opportunity to change the world and save lives. Those are the missions we care about. As a leading technology innovation company, Lockheed Martin's vast team works with partners around the world to bring proven performance to our customers' toughest challenges. Lockheed Martin has employees based in many states throughout the U.S., and Internationally, with business locations in many nations and territories. Other Important Information By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings. Ability to work remotely Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process. Work Schedule Information Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits. Pay Rate: The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, Washington or Washington DC is $49,700 - $87,515. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. (Washington state applicants only) Non-represented full-time employees: accrue at least 10 hours per month of Paid Time Off (PTO) to be used for incidental absences and other reasons; receive at least 90 hours for holidays. Represented full time employees accrue 6.67 hours of Vacation per month; accrue up to 52 hours of sick leave annually; receive at least 96 hours for holidays. PTO, Vacation, sick leave, and holiday hours are prorated based on start date during the calendar year. This position is incentive plan eligible. Pay Rate: The annual base salary range for this position in most major metropolitan areas in California and New York is $57,100 - $99,015. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. This position is incentive plan eligible.
    $57.1k-99k yearly 7d ago
  • Finance Intern - Internal Controls

    Safran Group 4.1company rating

    Finance Consultant Job In Gainesville, FL

    POWERED BY TEAMWORK. Are you ready to be part of a team that drives big ideas and even bigger wins? At Safran, we believe in the power of both collaboration and individual contributions. We understand that it takes diverse perspectives, problem-solving skills, dependability, and trust to push each other forward and achieve great success. For us, working here is more than just a job; it's a passion. There's the unique opportunity to lead the way in aerospace and defense and contribute to creating a safer and more sustainable world. 1. Objective: To gain experience participating in the internal control campaign of a global business. Works under close/direct supervision. 2. Main Functions and Responsibilities: A) Ensure controls and procedures are in place to check proper level of internal control. B) Participate in the testing and evaluations of the processes according to the SAFRAN internal control process (LSF - Loi de Securité Financière, French equivalent to the Sarbanes-Oxley act). C) Monitor and report the LSF testing and evaluations into the Bwise Software, group application. D) Daily interaction and regular meetings with the process owners to ensure proper and timely completion of control points. E) Monthly meetings with the SAFRAN internal control correspondent. 3. Education & Qualification: A) Current Undergraduate Senior working towards a degree in Finance, Audit, Management or related field. B) BBA/MBA in Finance looking for an internship in order to acquire experience
    $30k-42k yearly est. 60d+ ago
  • Advisor Development Program - Financial Solutions Advisor Trainee: Lakeshore Crossing Financial Center Gainesville, GA

    Bank of America 4.7company rating

    Finance Consultant Job In Gainesville, FL

    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. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Bilingual in Spanish Preferred Shift: 1st shift (United States of America) Hours Per Week: 40
    $46k-75k yearly est. 26d ago
  • Budget Analyst Senior

    City of Gainesville, Fl 4.1company rating

    Finance Consultant Job In Gainesville, FL

    If you are an Internal City Employee, Retiree or Dependent/Survivor of a City Employee please apply internally via Career Icon in your Workday account. Make a difference in the community you live in! As a Community Builder-an employee with the City of Gainesville- you will have a direct hand in building and improving your community and making a visible impact on the lives of your neighbors. Working for local government is more than a job, it's a chance to contribute to community success and to help enhance the Gainesville way of life. Department: GG_Office of Management & Budget: Budget Salary Range Minimum: $76,560.00 Salary Range Maximum: $120,653.78 Closing Date: 04/04/2025 Job Details: A Budget Analyst Senior performs advanced budget preparation, analysis, and administrative work in the City's Office of Management and Budget (OMB). Senior Budget Analysts serve in a leadership role, which includes oversight, coordination, and process improvement responsibilities. General responsibilities include: compilation and analysis of data, the preparation of tables, charts, and summaries to be used in the City's budget documents and presentations; training City staff on budget procedures; surveying customers; performing site visits at City departments; preparing the annual operating and capital improvement program budget; assisting departments with performance management, including the evaluation of budget requests based on related performance information; and providing staff support to quarterly management meetings. Senior Budget Analysts are responsible for the analysis of one or many City departments and funds. Senior Budget Analysts are responsible for the testing, documentation, and training of the Performance Budgeting system. This includes the design and use of data queries to analyze data integrity as well as content conformity to set standards; and spreadsheet design, analysis of data linking, and formula integrity. Senior Budget Analysts are also responsible for Citywide training for financial structure, database training, financial analysis techniques, and general budgetary policy; and for producing and maintaining publications, presentations. Positions allocated to this classification report to a designated supervisor and work under general supervision. : SUMMARY A Budget Analyst Senior performs advanced budget preparation, analysis, and administrative work in the City's Office of Management and Budget (OMB). Senior Budget Analysts serve in a leadership role, which includes oversight, coordination, and process improvement responsibilities. General responsibilities include: compilation and analysis of data, the preparation of tables, charts, and summaries to be used in the City's budget documents and presentations; training City staff on budget procedures; surveying customers; performing site visits at City departments; preparing the annual operating and capital improvement program budget; assisting departments with performance management, including the evaluation of budget requests based on related performance information; and providing staff support to quarterly management meetings. Senior Budget Analysts are responsible for the analysis of one or many City departments and funds. Senior Budget Analysts are responsible for the testing, documentation, and training of the Performance Budgeting system. This includes the design and use of data queries to analyze data integrity as well as content conformity to set standards; and spreadsheet design, analysis of data linking, and formula integrity. Senior Budget Analysts are also responsible for Citywide training for financial structure, database training, financial analysis techniques, and general budgetary policy; and for producing and maintaining publications, presentations. Positions allocated to this classification report to a designated supervisor and work under general supervision. EXAMPLES OF WORK This section of the job description is not intended to be a comprehensive list of duties and responsibilities of the position. The omission of a specific job function does not absolve an employee from being required to perform additional tasks incidental to or inherent in the job. Performance of lower-level duties may be required. ESSENTIAL JOB FUNCTIONS Depending on area of assignment: Provides superior customer service to complex departments to enable them to manage their budgets such that the department accomplishes its strategic goals and initiatives. Performs moderately complex, customer-focused professional financial services tasks and assignments designed to meet operations' and capital projects' requirements. Serves as a leader on short-term projects or processes of research and analysis of financial data from complex data management systems and may direct or lead other staff in this capacity to include budget book coordination, forecast process, TRIM lead, year-end coordination, and user fee studies. Serves in a consultative capacity with staff members of assigned department customers for the development of their departmental and multi-year capital projects budget requests, accounting and financial reporting requirements. Performs various technological business and functional administrative tasks required to maintain software, providing problem solving, testing, and developing, and modifying reports. Supports senior managers in departments to prepare and administer both strategic and operating plans that include items such as multi-year capital improvement programs, annual budgets, budget administration, debt management, and other complex finance and accounting assignments. Performs policy, budget and financial analysis, technical fiscal studies, analyzes acquired data, and recommends courses of action. Participates in monitoring changes in policies, procedures, and laws in order to identify areas of financial impact. Develop standard operating procedures (SOPs) based upon business needs. Reviews and monitors budgets, expenditures, and contracts to assure conformity with federal, state, and City laws and regulations, City and departmental procedures and practices, and for economic feasibility. Plans and tests software updates and patches as well as implementation and upgrades to budget software. Prepare periodic financial reports and other special reports required for federal, state, and internal purposes. Performs legislative analysis, provides feedback to departments to assist in developing the legislative proposals and proposed impacts. Prepare budgetary instructions and documents and the development of improved methods and procedures for budget preparation, administration, control and accounting. Prepare materials for public hearings, budget information sessions, and public forums; ensure all changes from the recommended budget are documented and that all items are following statutes. Preparing training materials for budget kickoff. Works with Workday technical support resources providing technical support to software users in order to resolve issues and suggest new functionality. Supports the development of indirect cost allocation plans with the Department of Financial Services. Develop multi-year financial forecast for designated funds. Delivers presentations to internal and external customers. Leverages technology tools to accurately and efficiently fulfill assigned duties. Creates and delivers training courses. Performs other related job duties as assigned. Attends work on a continuous and regular basis. NON-ESSENTIAL JOB FUNCTIONS Depending on area of assignment: Assists in identifying user needs for automated information systems. Assists in formulating operating procedures for assigned division. Assist departments in developing service goals, objectives and standards. May act in absence of supervisor. Performs other related duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. Below are the required education, experience, knowledge, skills and abilities to perform the essential functions. EDUCATION AND EXPERIENCE Bachelor's degree in business or public administration, finance, or a related field, and two (2) years of experience in financial, operational, fuel or marketing analysis, or six (6) years of related analytical experience (with no degree), or an equivalent combination of education training and experience which provide the required knowledge, skills and abilities. CERTIFICATIONS OR LICENSES Licenses Valid Florida Driver License required. Certifications None KNOWLEDGE, SKILLS AND ABILITIES Depending on area of assignment: Knowledge of generally accepted accounting principles (GAAP), particularly as applied to governmental accounting and financial reporting. Knowledge of the principles and procedures associated with the preparation of the annual budget and the Truth in Millage (TRIM) compliance process. Knowledge of Florida Statutes applicable to budgeting and financial management within the public sector, particularly Chapters 129 and 200. Knowledge of the State of Florida Uniform Accounting System for Local Governments. Knowledge of computer software applications such as Microsoft Office applications for financial evaluation and data manipulation. Skill in demonstrating leadership on assigned special projects and other complex assignments (such as cost allocation plan development, multi-year financial forecast development, FEMA reimbursement). Skill in exercising considerable independent initiative, fostering collaboration and teamwork, and demonstrating creativity and innovation leading to improved work processes. Skill in an integrated, automated financial software environment. Skill utilizing an automated budget development tool. Ability to communicate ideas, findings, and recommendations in a clear, concise manner, both verbally and in writing. Ability to analyze program and accounting/budgeting details to identify and apply significant data in preparing budget projections, estimates, and reports. Ability to relate to and address others in a public forum in a clear and concise manner. Ability to research and assimilate data from various detailed record sources for the development of analyses and reports. Ability to work on multiple projects at one time. Ability to interact with City officials, coworkers, and operating agency staff to establish and maintain effective working relationships. Ability to establish and maintain effective working relationships with officials and employees in City departments. Ability to lead others in team efforts towards common objectives. Ability to analyze trends from detailed records and factual materials. Ability to use small office equipment and computers. PHYSICAL AND ENVIRONMENTAL REQUIREMENTS To perform this job successfully, an individual must possess certain physical abilities and be able to withstand work related environmental conditions. PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is often required to sit for prolonged periods of time. WORK ENVIRONMENT May be required to attend meetings outside regular business hours. Note: May Require Assessment(s). May fill multiple positions. May establish an eligibility list. Come join our team! The City of Gainesville offers a competitive benefits package and opportunities to grow both professionally and personally. All 'regular' employees are eligible for traditional benefits such as health insurance, life insurance, paid leave, 11 paid a holidays a year, a pension plan and a deferred compensation plan, but we also offer great things like on-site fitness centers, tuition reimbursement, on-site medical staff and a wellness program to keep you healthy and happy. Please note; benefits are not available for temporary employees. Equal Opportunity The City of Gainesville is an equal opportunity/affirmative action employer and does not discriminate in hiring. Minorities, women and individuals with disabilities are encouraged to apply. Individuals with a disability, who require special accommodations during the selection process, should notify the Human Resources Department at ************ or TDD/TTY at ************. Veterans' Preference Veterans are encouraged to apply. Veterans' Preference ensures that veterans and eligible persons are given consideration at each step of the selection process. However, preference does not guarantee that a veteran or other eligible person will be the candidate selected to fill the position. Section 295.07, Florida Statutes (F.S.) specifies who is eligible for Veterans' Preference. State of Florida residency is not required for Veterans' Preference. If you are unable to apply online due to a disability, contact recruiting at ************************ or by calling ************.
    $76.6k-120.7k yearly 8d ago
  • Part-Time Financial Wellness Specialist, Financial Aid

    Sfcollege

    Finance Consultant Job In Gainesville, FL

    The Office of Financial Aid is seeking a part-time Financial Wellness Specialist with demonstrated communication, presentation, problem-solving and interpersonal skills. The specialist will assist students with responsible borrowing upon entry to the College, assist students with the enrollment process regarding financial aid, and encourage consistent student loan repayment upon exit from the College. The candidate must be self-directed, proficient with technology, organized, and able to perform under pressure in a fast-paced, high-performance environment to facilitate exemplary service to Santa Fe College students and families. Job Description Responsibilities and Duties Include: Collaborates with Financial Aid, Admissions, and Student Life to assist students throughout the enrollment cycle with financial aid and financial wellness matters, especially during the entry and exit stages (before and after borrowing). Conducts outreach, utilizing events to promote Santa Fe College by publicizing financial wellness and financial aid to the community, including at some night and weekend events. Conducts comprehensive workshops and trainings for students, families, and campus/community partners to encourage responsible borrowing, consistent student loan repayment, and effective strategies to fund an education. Provides up-to-date, accurate, and complete information to students and parents in person, via phone, e-mail, or chat during peak service times. Imports and exports data files to generate outreach lists, using secure web-based data tools and MS Excel. Assists with tracking outcomes of the student contact campaigns. Creates and distributes actionable communications to students, using secure web-based data tools and the Salesforce platform. Develops dynamic and informative content for the financial wellness website, social media and other forums to help inform students, faculty, and staff about financial wellness in general, and about student loan repayment to avoid default. Tracks performance and statistics to prepare and compile reports, as necessary. Develops collaborative working relationships with internal and external partners. Complies with all published College Rules, procedures, guidelines, and laws/regulations governing public employees, including but not limited to those related to document retention and destruction, FERPA, and confidentiality. Strictly honors the privacy, security, and confidentiality of student records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures. Provides service excellence through courteous, informed, accessible, and professional engagement. Performs other duties as assigned. QUALIFICATIONS Required: An associate's degree with six (6) months of administrative experience in areas of financial aid, student affairs, enrollment management, business or finance related areas. Additional Requirements: A criminal background check will be conducted. Preferred: A bachelor's degree with experience in sales, retail, call center or customer service; at least one (1) year of administrative experience in higher education; recent experience working in a semi-automated financial aid or admissions office; and experience working in a medium to large organization with extensive student/customer contact. General Knowledge, Skills, and Abilities Ability to work successfully in a multi-cultural environment. Adaptability to Change - able to be flexible and supportive, able to positively and proactively assimilate change in rapid growth environment. Analytical Aptitude & Problem Solving - able to analyze information, problems, situations, practices and/or procedures, collect and interpret data, reason logically, establish facts, identify and define existing and potential issues, recognize the interrelationships among elements, draw valid conclusions, develop recommendations, as well as alternative courses of action, select appropriate course, follow up, and evaluate. Communication - able to effectively communicate in a professional, diplomatic, empathetic, and tactful manner using preferred method and level as applicable to the job. Critical Thinking & Judgement - able to make well-reasoned, sensible, and timely decisions based on careful, objective review and informed analysis of available information, considerations, and other factors. Customer Service - ability to respond promptly and courteously to all questions from students and faculty, demonstrating patience and persistence when helping students with little or no computer skills. Ethics - able to demonstrate integrity, professionalism, civility, and a high degree of ethics in all job-related actions. Leadership - has demonstrated success as an entrepreneurial, high energy, driven, hands-on leader. Possess expertise in selecting, training, developing, coaching, mentoring, and retaining a highly motivated workforce. Organization & Time Management - able to plan, schedule, and organize tasks related to the job to achieve goals within or ahead of established time frames. Problem Solving - proven skills in identifying issues, determining their cause, developing creative solutions, and following through with implementing resolutions. Team Orientation & Interpersonal - highly motivated team-player with ability to develop and maintain collaborative relationships with all levels within and external to the organization. Relationship Management - able to personally provide high level of interactive service to others, building relationships and addressing identified needs. Results Orientation - proven ability to set and exceed established targets. Systems & Software - proficient level of knowledge of Microsoft Office and/or relevant position software programs. Detail Oriented - Proven accuracy and attention to detail. Multi-task - Ability to expeditiously organize, coordinate, manage, prioritize, and perform multiple tasks simultaneously to swiftly assess a situation, determine a logical course of action, and apply the appropriate response. Application Process: All applicants must submit a completed online SF application, a letter of intent, an up-to-date resume/curriculum vitae, and unofficial academic transcripts (if applicable) to be considered for this position. Unofficial transcripts are only accepted for review purposes, official transcripts are required prior to any offer of employment being made. If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement. Santa Fe College (SF) is committed to maintaining a work and educational environment that embraces diversity and where no member of the college community is excluded from participation in, denied the benefits of, or subject to discrimination in any college program or activity based on: their race, ethnicity, national origin, color, religion, age, disability, sex, pregnancy status, gender identity, sexual orientation, marital status, genetic information, political opinions or affiliations, or veteran status. This commitment applies to employees, volunteers, students, and, to the extent possible, to third parties, applicants for admission, applicants for employment, and the general public. sfcollege.edu/eaeo Inquiries regarding non-discrimination policies or concerns about discrimination or harassment, including concerns about sexual harassment or sexual violence under Title IX, should be directed to: **************************** Santa Fe College reserves the right to extend deadlines and/or not to offer advertised positions. Preference will be given to eligible veterans and spouses of veterans.
    $36k-62k yearly est. Easy Apply 8d ago
  • Financial Specialist | Urology | Day Shift | Part-time

    University of Florida Health 4.5company rating

    Finance Consultant Job In Gainesville, FL

    Overview To deliver excellent patient centered service in a medical office setting by scheduling patient appointments, collecting co-payments / pre-payments / other payments, reviewing patient balances, entering charges promptly and accurately, processing referrals, and maintaining a comfortable wait experience for patients based on practice protocols and UF Health Physicians policies and procedures. Greets patients professionally and provides a patient friendly point of entry and / or exit. May be required to float to other practices or flex time, as needed, for staffing. Qualifications Minimum Education and Experience Requirements: High school graduate or equivalent. Two years of business/financial/physician practice experience preferred. One year of financial, business, physician office, or customer service required. Must have knowledge of validating patient demographics and insurance information. Associate Degree or equivalent course work may substitute for the one year required experience. Excellent customer relations and phone skills a must. Familiarity of CPT and diagnosis coding preferred. Incumbent should be comfortable collecting payments in a professional manner. Person should display initiative, have the ability to multitask, and be able to take on responsibilities. Ability to problem solve and be a team member is essential. Motor Vehicle Operator Designation: None provided Licensure/Certification/Registration: None
    $32k-47k yearly est. 8d ago
  • Private Wealth Management Wealth Advisor

    Regions Bank 4.1company rating

    Finance Consultant Job 34 miles from Gainesville

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates with internal business partners to provide a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services + Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Consistently acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals + Provide guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call + Ability to independently manage the largest client relationships + Manages multiple tasks and helps the team reach deadlines, including proper KYC guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance + Acts as a resource to associates with less experience This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. **Requirements** + Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management **Skills and Competencies** + Advanced relationship management, business development and presentation skills + Advanced sales, negotiation, problem solving, and interpersonal skills + Excellent verbal and written communication skills + Possess effective and proven sales experience + Strong initiative to be proactive and follow through on client requests + Anticipates client needs and is proactively provides solutions **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $106,994.16 USD **_Median:_** $148,113.00 USD **Incentive Pay Plans:** This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. *********************************************** **Location Details** Ocala Main **Location:** Ocala, Florida Bring Your Whole Self to Work We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do. OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $45k-68k yearly est. 60d+ ago
  • Financial Advisor - PNC Investments.

    PNC 4.1company rating

    Finance Consultant Job 34 miles from Gainesville

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Ocala, FL Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $33k-56k yearly est. 5d ago
  • Experienced Automotive Finance Manager

    Parks of Gainesville

    Finance Consultant Job In Gainesville, FL

    About Us: Parks Motor Group of Gainesville is a leading automotive dealership dedicated to providing top-tier customer service and an exceptional car-buying experience. We pride ourselves on offering a dynamic work environment where professionalism and customer satisfaction drive our success. We offer new Ford, Lincoln, and Hyundai vehicles and have a large Used Car Center. What We Offer: Competitive commission-based earnings. Comprehensive benefits package, including health, dental, and vision insurance. Paid time off and holiday pay. Ongoing training and professional development opportunities. A supportive and dynamic team environment. Job Overview: We are seeking a highly motivated and results-driven Automotive Finance Producer to join our team. This role is responsible for assisting customers in securing financing for their vehicle purchases while ensuring compliance with all lending policies and regulations. The ideal candidate will have strong negotiation skills, in-depth knowledge of financing options, and a commitment to delivering outstanding customer service. Must have a proven track record of holding at least a $2,400 PVR. Responsibilities: Present and sell finance and insurance products to customers. Work with lenders to secure competitive financing and leasing terms. Ensure all transactions comply with federal, state, and local laws. Provide clear explanations of finance options, contracts, and warranty offerings. Build and maintain strong relationships with customers, lenders, and dealership staff. Maximize profitability by effectively selling protection packages and aftermarket products. Maintain accurate records of transactions and ensure timely funding. Assist in structuring deals to meet customer needs and dealership objectives. Stay up to date with industry trends, lender policies, and compliance regulations. Requirements: Previous experience in automotive finance, banking, or sales preferred. Strong understanding of lending practices, credit guidelines, and compliance regulations. Excellent communication and negotiation skills. High level of integrity and professionalism. Ability to thrive in a fast-paced, high-energy environment. Proficiency in dealership finance software and Microsoft Office Suite. Valid driver’s license and clean driving record. Parks of Gainesville is an Equal Opportunity Employer. We are committed to providing a work environment that is free from discrimination and harassment. We do not discriminate on the basis of race, color, national origin, gender, gender identity or expression, sexual orientation, age, disability, religion, or any other characteristic protected by law.
    $63k-92k yearly est. 14d ago
  • Finance Manager

    Klassic Recruitng

    Finance Consultant Job In Gainesville, FL

    Klassic Recruiting & Applied Genetics Technology has partnered together in a search for a Finance Manager in Gainesville, Florida Job Description ****** This position is located in Gainesville, Florida ********* Applied Genetic Technologies Corporation (AGTC) is a clinical stage biotechnology company dedicated to developing novel gene therapies with an initial focus on ophthalmology. AGTC is seeking a highly motivated individual to managing the preparation of our SEC filings and coordination of such filings with our legal team. The SEC Reporting Manager is also responsible for development and reporting of the annual operating budget. Qualifications Reporting Relationship The Financial Reporting Manager will report directly to the Controller The Financial Analyst will report directly to the Financial Reporting Manager. Essential Duties and Responsibilities Prepare and manage review of Forms 10‐Q and 10‐K. Assist in the preparation of quarterly earnings press releases and scripts. Create and maintain the quarterly reporting calendar. Monitor compliance with new and evolving accounting guidance. Assist in preparation of technical memorandums that document the company's interpretation of relevant accounting pronouncements. Manage the relationship with external auditors. Assist in implementation and maintenance of reporting procedures to comply with internal control requirements Review the quarterly tax provision process with external consultants Develop and regularly report on annual operating budget. Support preparation of and regular updates to the Strategic PlanQualifications Bachelor's degree in Accounting with at least 4 years SEC reporting experience Extensive knowledge of US GAAP and SEC rules and regulations. Effective communication skills both verbally and written AGTC offers a competitive compensation commensurate with education and experience,including salary, benefits, and company equity. AGTC is an EOE and maintains a drug free workplace Job Type: Full-time Required education: Bachelor's Required experience: SEC Reporting: 3 years Additional Information All your information will be kept confidential according to EEO guidelines.
    $63k-92k yearly est. 60d+ ago
  • Patient Financial Counselor

    HCA 4.5company rating

    Finance Consultant Job In Gainesville, FL

    Schedule - Monday through Friday 7:30 a.m. to 4:00 p.m. Do you want to join an organization that invests in you as a Patient Financial Counselor? At HCA Florida North Florida Hospital, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years. Benefits HCA Florida North Florida Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: * Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. * Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. * Free counseling services and resources for emotional, physical and financial wellbeing * 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) * Employee Stock Purchase Plan with 10% off HCA Healthcare stock * Family support through fertility and family building benefits with Progyny and adoption assistance. * Referral services for child, elder and pet care, home and auto repair, event planning and more * Consumer discounts through Abenity and Consumer Discounts * Retirement readiness, rollover assistance services and preferred banking partnerships * Education assistance (tuition, student loan, certification support, dependent scholarships) * Colleague recognition program * Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) * Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. You contribute to our success. Every role has an impact on our patients' lives and you have the opportunity to make a difference. We are looking for a dedicated Patient Financial Counselor like you to be a part of our team. Job Summary and QualificationsAs a Financial Counselor, you will be responsible for reviewing the Financial Clearance Worklist daily and visiting in-house patients; collecting estimated patient liability amounts; explaining all financial information, responsibilities and working closely with outside agencies to ensure patient's financial coverage. What you will do in this role: Follow AIDET guidelines in all interactions with the patient In conjunction with the Medicaid Eligibility Staff visit all uninsured patients in-house Provide estimates to patients and/or physicians as requested Generate insurance verification and precertification reports daily and follow up with case management and insurance verification departments as appropriate Follows all guidelines set forth in the Cash Handling policy.Utilizes eligibility systems, on-line websites or phone calls to determine insurance benefits and precertification requirements Assist patients with payment arrangements and in co-ordination with the Medicaid Eligibility Staff assists patient with financial applications Contact patient employer, if necessary, for verification of employment, premium status, babies being added to policies.Escalates any concerns as needed to Patient Access Manager/SupervisorEnter pertinent insurance information into the HIS system (i.e. Meditech) Enters appropriate notes for all patient encounters Maintain professional image and implement excellent customer service to customers Complete financial analysis and collect estimated patient liabilities Follow up with patients for necessary signatures if they were incomplete at time of hospitalization What qualifications you will need: High school diploma or GED preferred1 year of related experience required.Proficiency in Microsoft Office applications. Parallon provides full-service revenue cycle management, or total patient account resolution, for HCA Healthcare. Our services include scheduling, registration, insurance verification, hospital billing, revenue integrity, collections, payment compliance, credentialing, health information management, customer service, payroll and physician billing. We also provide full-service revenue cycle management as well as targeted solutions, such as Medicaid Eligibility, for external clients across the country. Parallon has over 17,000 colleagues, and serves close to 1,000 hospitals and 3,000 physician practices, all making an impact on patients, providers and their communities. HCA Healthcare has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated 3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Across HCA Healthcare's more than 2,000 sites of care, our nurses and colleagues have a positive impact on patients, communities and healthcare. Together, we uplift and elevate our purpose to give people a healthier tomorrow."- Jane Englebright, PhD, RN CENP, FAAN Senior Vice President and Chief Nursing Executive If you find this opportunity compelling, we encourage you to apply for our Patient Financial Counselor opening. We promptly review all applications. Highly qualified candidates will be directly contacted by a member of our team. We are interviewing apply today! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status
    $26k-33k yearly est. 11d ago
  • Retirement Plan Consultant - Gainesville, FL

    The Variable Annuity Life Insurance Company 4.6company rating

    Finance Consultant Job In Gainesville, FL

    Who we are Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer It has been and will continue to be the policy of Corebridge, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *********************. Reasonable accommodations will be determined on a case-by-case basis. #LI-SAFG #LI-LR1 We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $65k-92k yearly est. 37d ago
  • Senior Financial Analyst

    Incpg

    Finance Consultant Job 20 miles from Gainesville

    Located in High Spring, FL Onsite Financial Analyst experience (at least two years) Factory/Plant experience (or something similar like utilities) CPG and Food and Beverage is always a plus • Providing a professional financial perspective to the factory operations, ensuring that adequate control procedures and policies are in place as well as providing factory management with information and guidance, with a view to optimize the use of resources and achieve budget plans. • Working as an integral member of the leadership team at the factory to achieve factory operational goals. • Coordinating the preparation of financial plans, including budgets, forecasts and headcount. • Ensuring compliance with accounting policies, procedures, and technical standards. • Leadership, excellent communication skills and ability to influence with integrity are a must. Be a confident, value-added Co-Pilot of the operational business with very strong interpersonal skills. Own education and training for operations regarding the cost structure and the key drivers guiding proper, data-driven business decisions.
    $63k-85k yearly est. 60d+ ago
  • Retirement Plan Consultant - Gainesville, FL

    Corebridgefinancial

    Finance Consultant Job In Gainesville, FL

    Who we are Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer It has been and will continue to be the policy of Corebridge, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *********************. Reasonable accommodations will be determined on a case-by-case basis. #LI-SAFG #LI-LR1 We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $56k-78k yearly est. 4d ago
  • Retirement Plan Consultant - Gainesville, FL

    Corebridge Financial Inc.

    Finance Consultant Job In Gainesville, FL

    Who we are Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role * Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. * Actively participate in benefit fairs and new employee orientations. * Participate in the annual plan review and financial education planning process. * Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates * Meet with participants and eligible employees to educate employees regarding plan participation. * Travel dependent on your territory may be required for new plan enrollments. * To help you get started, we offer you the resources needed to build your own success: * This is a salary paid position with bonus potential * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support * What we are looking for * High school diploma or GED required; Bachelor's Degree preferred * Series 7, Series 66 preferred and appropriate state insurance licenses required * CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus * * We are an Equal Opportunity Employer * It has been and will continue to be the policy of Corebridge, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *********************. Reasonable accommodations will be determined on a case-by-case basis. #LI-SAFG #LI-LR1 We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company
    $56k-78k yearly est. 39d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in Gainesville, FL?

The average finance consultant in Gainesville, FL earns between $38,000 and $91,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In Gainesville, FL

$58,000
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