Finance Consultant Jobs in Kingsport, TN

About the Company: Our client is a prestigious global mid-market investment bank renowned for its expertise in M&A advisory, capital raising, and strategic financial services. With a strong presence in the healthcare sector, they are committed to delivering exceptional advisory services to clients in the healthcare services industry. Position Overview: We are seeking an experienced Investment Banking Associate to join our client's Healthcare group. This role is pivotal in driving M&A advisory services within the healthcare services sector. The ideal candidate will possess a robust background in investment banking, with a focus on healthcare services M&A transactions. Key Responsibilities: Lead and support the execution of M&A transactions, including buy-side and sell-side advisory. Conduct detailed financial analysis, valuation, and modeling for healthcare services companies. Prepare and present pitch books, transaction materials, and client presentations. Collaborate with senior bankers to develop strategic advisory solutions for clients. Manage due diligence processes and coordinate with various stakeholders. Stay abreast of industry trends, regulatory changes, and market dynamics in the healthcare sector. Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field; MBA or CFA preferred. Minimum of 3-5 years of experience in investment banking, with a focus on healthcare services M&A. Strong financial modeling, analytical, and valuation skills. Excellent communication and presentation abilities. Proven track record of successfully executing M&A transactions. Ability to work effectively in a fast-paced, team-oriented environment. Willingness to travel as required. Locations: This position offers flexibility to be based in one of the following locations: Chicago, IL; Charlotte, NC; San Francisco, CA.

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: a client base and develop knowledge of Bankers Life financial products and market trends yourself with our award-winning training and mentorship network clients with financial solutions and drive them to action ownership of your business and build a team The ideal candidate will have: Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP ) level of self-motivation; ability to accomplish goals independently of success in sales, competitive roles, client services, or client-facing roles time-management skills for continuous learning What we offer: training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP culture, career long mentorship, and the support of an established office structure advancement opportunities hybrid schedule once you complete your agent training leads, marketing tools and leading technology earnings income opportunities and bonus programs 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: ********************************

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Charlotte, NC areas/markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including: * Life insurance. * Annuities (fixed, indexed, variable). * Mutual funds. * IRAs. * 403(b)s and 529s. * Workplace life and supplemental health insurance. * Fidelity Custody Clearing and Solutions. * UITs and Managed Assets. * FMAX -- Investment Advisory platform * Buffered and traditional UIT's As with any 1099 insurance sales position, this is paid via commission and bonuses only. The top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K. REQUIRED SKILLS AND EXPERIENCE - At least 1-2+ years of experience selling financial products and insurance or an internship in the industry - This person needs to be licensed to sell life and health insurance or be willing to get this licensure immediately - Need to have either of the two combinations: - Series 6 and 63, with either 65 or 66 - or Series 7 (and 63 if state requires it) with either 65 or 66 - Outgoing personality and sharp communication skills to be able to build and maintain client relationships

We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career. As an Equitable Financial Professional, you will: Go through our Leadership Development, Management Development, and learn how to build a book of business Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service Sell financial products and services including life insurance, annuities and investment options Begin the process of leading a team of Financial Advisors to help them achieve their goals What it takes to be a Financial Advisor: A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance. Must be authorized to work in the United States MBA, JD, CFP , CPA or ChFC, a plus Benefits of working with Equitable Advisors: Compensation you control and a complete benefits package Personalized and comprehensive training and support Advancement and management opportunities A work-life balance most financial careers don't offer You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sqft office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights. At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team's values and culture. We're seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you. Job Description Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Are you looking for an opportunity to utilize your superior customer service skills and work one-on-one with clients daily? Would you enjoy working for a rapidly growing and respected company with unlimited opportunity for personal development? Financial Advisors work closely with the Lead Advisor in a marketplace to interact with a new and existing regional client base in order to service and grow relationships. This may include but is not limited to new account paperwork, beneficiary changes/withdrawals, account reallocations, incoming service calls, database management, appointment preparation including updating client account summaries for review meetings, meeting with existing clients for Strategy Updates and Annual Review appointments, prepping Senior advisors for client meetings, sales report preparation and preparing issued accounts and contracts for delivery. Responsibilities/Tasks: The Financial Advisor will serve as a relationship manager for an existing group of clients and will work alongside the Lead Advisor in the market to provide advice and guidance to help clients achieve their goals. They will be expected to follow-through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and/or monthly tasks may include: Work closely with the Lead Advisor to interact with new and existing clients Provide advice and guidance to help clients achieve their goals Interact professionally with clients by phone and/or in person to update the client's profile and financial situation/needs Complete service requests, resolve client issues and keep CRM updated by entering detailed notes Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs Meets production targets that impact overall company revenue goals. Prepare client reports and review summary for upcoming appointments Assist with client reports, mailings and in setting client appointments Assist with Client Onboarding processing & reviewing documents prior to submission Additional tasks as assigned by management Minimum Requirements: 4-year degree in Accounting, Finance or related field Series 65 or 7/66 with Life & Health Licenses 2-7 years in financial services offering investment management and insurance services Strong experience with MS Office and the ability to learn new software quickly Excellent written and verbal communications skills both in person and via phone Proactive mentality, positive attitude and consistent follow through Highly intelligent, strong organizational skills and attention to detail Ability to work independently with good time management and critical thinking skills Additional preferred skills: CFP designation Experience with Salesforce CRM software Position Details: Commitment: Monday-Friday, 8:00 AM - 5:00 PM (40 hours per week), with some flexibility on days and times due to client appointments and evening event schedules. Location: 500 N. Hurstbourne Pkwy., Louisville, KY 40222 Compensation: Starting base salary range is $90,000-$115,000, plus bonus structure and CFP designation incentives. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule, and 11 paid holidays including your birthday! Curious about what makes us different? Visit SWDGroup.com/Careers to explore our unique company culture and see why working at SWD is unlike any other experience!

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1. No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3. Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. Job Type: Full-time Benefits: 401(k) Dental insurance Financial planning services Health insurance Life insurance Professional development assistance Retirement plan Tuition reimbursement Vision insurance Compensation Package: Commission pay Education: Bachelor's (Required) Ability to Commute: Winston-Salem, NC 27101 (Required) Ability to Relocate: Winston-Salem, NC 27101: Relocate before starting work (Required) Work Location: In person

You're a closer. You love financial planning-but not cold calling or prospecting. You're craving a firm that feeds your passion by filling your calendar with pre-qualified clients, ready for your expertise. Imagine stepping into each day knowing your schedule is packed with people who've explicitly asked to meet you. Your only job? Connect, build trust, and close business. No marketing distractions. No wasted time. Family Wealth Planning Partners in Louisville is growing fast, and they need you-someone driven, talented, and hungry to make an immediate impact. You'll guide mass affluent clients through retirement planning using fee-based managed money, fixed indexed annuities, and tailored financial strategies that protect wealth and change lives. What You'll Love: Pre-set, pre-qualified appointments every day Clear path to $200K+ earnings and beyond Opportunity for partial ownership-build equity while doing what you love Independence: No broker-dealer, no product pushing-just genuine client-first financial advice Who You Are: Experienced Financial Advisor (2+ years), confident in closing Skilled in retirement planning, especially annuities and AUM Series 65 licensed (or ready to obtain) Driven by client results and personal success Right now, someone less qualified than you is reading this post and applying. Don't miss your chance. Apply today. Discover what's possible when you're finally in the right place.

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Blue Financial in Charlotte, NC is looking for a strong, detail-oriented financial advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today! Minimum Requirements: Previous experience in processing confidential, detailed paperwork Previous client interaction in an office environment Intermediate to advanced computer skills Series 65 strongly preferred This position requires that you possess the following skills: 5+ Years of financial services experience Strong organizational skills and attention to detail Excellent communication; both verbal and written Self-directed initiative Process driven Strong follow-through Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: This role is not contingent on sales but is focused on maintaining existing client relationships. Prioritize day-to-day tasks and issues Operate with a proactive approach to advisors and clients Complete and process servicing requests Maintain database programs Respond to client inquiries as needed Opening, closing, and transferring of accounts Generate and provide various reports Process transactions Follow-up as necessary with vendor companies and clients Resolve any issues regarding new accounts, transfers, or amendments Hours M-TH 9-5 F 9-4 Salary $70k-$85k Benefits Simple IRA with match PTO Bonuses based on performance metrics Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

WHO WE ARE: We are an innovative and fast-paced Registered Investment Adviser (RIA)firm offering financial planning, multi-disciplined institutional asset management solutions and other platform capabilities to a national base of growth focused financial advisors. Our platform solutions include practice management and consulting resources, an industry leading technology stack, back-office support, and a robust compliance program. JOIN OUR TEAM TODAY! As we continue executing on our next phase of growth, with a focus on delivering strategic consulting, advisor engagement and optimizing the breadth and depth of the our platform to accelerate our existing advisor's organic growth and retention, we have a VP-Advisor Consulting opportunity for a highly skilled relationship management and/or consulting professional to join the team. This role is located at our company headquarters in Cornelius, NC, a northern suburb of Charlotte in the highly desirable Lake Norman area. YOUR ROLE: We are seeking a highly motivated relationship management and/or consulting professional to join our team and help us expand and retain existing advisor relationships. This VP role will report directly to our SVP of Sales and Relationship Management. In this advisor and prospect facing role, you will collaborate closely with the firm's Leadership Team and all other functional areas (Sales/Marketing, Compliance, Trading& Investments and Operations) to deliver a world class advisor experience and optimize organic growth. RESPONSIBILITIES: Lead and implement a value-added, consultative engagement strategy for our existing advisors. Demonstrate in-depth knowledge of the RIA, IBD and IAR models as well as key industry challenges and opportunities within these segments. Ability to understand and articulate how our wealth management and other platform capabilities solve these industry issues and capture these market opportunities. Proven ability and track record of consulting at the executive level, delivering strategic solutions, driving engagement and incremental growth. Demonstrate in depth knowledge of sales process and experience supporting the recruitment/sales process. Cross organizational collaboration across various departments to identify and facilitate key resources and resolution of issues, drive adoption of key platform capabilities and optimize the overall advisor experience. Represent the Company at industry conferences, social events, and other client/prospect engagement opportunities to raise brand awareness and develop positioning of the firm with target audiences. REQUIREMENTS: Bachelor's degree in Finance or related field 3-5+ years of relationship management and/or consulting experience in the RIA/Wealth Management Industry with proven track record of success. 5+ years of investment industry experience Securities License: 65, 66, or 7 CFP Preferred but NOT required In-depth knowledge of the RIA and/or IAR models and economics as well as key industry challenges and opportunities within these segments. Knowledge of insurance and other commission-based solutions. COMPETENCIES: Senior level presence, high level of professionalism, strong business acumen and process oriented Embraces a consultative sales philosophy Highly collaborative internally, externally, across the RIA/IBD industry and with our family of companies. Strong understanding of the TAMP/platform business model-Competitors, trends, strategies, and key differentiators. Experience with working with the RIA custodial models. Client advocate and passionate about the client and prospect experience Embraces and embodies a culture of humility, trust, and team centric approach.

Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training through Apprenticeship and Residency programs Competitive compensation package Incentive Based Recognition trips with travel opportunities Performance incentive programs Extensive support resources Job Requirements As a Financial Advisor you should have a successful track record of success preferably in leadership, marketing, or business development positions. Your values must align with ours in integrity, trust, and mutual respect. Additional requirements of the Financial Advisor include: Bachelor's Degree Proven ability to accomplish sales goals Excellent written and verbal communication skills Strong interpersonal skills Ability to work independently and within a team Ability to obtain required licenses About us Shoemaker Financial is an independently owned and operated financial planning firm. As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer life insurance, health insurance, securities and investments; we are committed to your success and offer assistance to help you attain the licenses with bonus compensation paid upon successful achievement of licensure. We provide a comprehensive six-month training program along with partnering you with an experienced mentor. Securities and investment advisory services offered through Cetera.

independent RIA/IAR in business for 35 years Role Description This is a full-time on-site role for a Financial Advisor at Estate & Financial Strategies, Inc in Brentwood, TN. The Financial Advisor will be responsible for providing financial guidance, investment recommendations, and retirement planning services to clients. Qualifications Strong knowledge of financial instruments, markets, and investment strategies Excellent communication and interpersonal skills Ability to analyze complex financial information and provide recommendations Experience in financial planning, wealth management, or related field Relevant certifications such as ChFC or CFP and securities and insurance licenses We provide comprehensive financial planning, with a specialty in Retirement Planning.

Kelman-Lazarov is seeking candidates interested in serving as an Associate Financial Advisor/Financial Planner. In this role, you will work directly with our clients to assist them with their wealth management and financial planning needs as part of our Client Service Team. This position is responsible for servicing new and existing clients while supporting Lead and Service Advisors in managing client relationships. This includes data gathering, case design, and financial plan development/implementation. The main difference from a Service Advisor is that Service will be expected to own the relationship and administer financial recommendations, while the Associate Advisor will assist with logistics and administration. Associate Advisors can become candidates to grow into Service Advisors if they are interested in doing so and Kelman-Lazarov has a need for one. This position will also be expected to work with, supervise, and collaborate with other staff in client service delivery. Responsibilities - Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Client relationship development and management, including ongoing and regular client meetings and communications. Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification. Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately. Participate in client meetings; develop meeting notes, coordinate follow-up tasks and discussions with outside professionals. Data gathering and preparing drafts of comprehensive financial plans. Perform special request analyses for clients. Initiate and field client calls on various items and requests (e.g., money movements, account specific questions, general inquiries regarding portfolios). Provide support to Lead Advisors in managing client relationships. Provide timely and proactive follow-up for client and Lead Advisor needs. Work closely with Client Service Administrators (CSA) to ensure account processing and maintenance requests are handled accurately and efficiently. Stay familiar with current events and market factors. Assist with special projects as required. Qualifications - College graduate (4-year degree or equivalent). Preferably in Finance, Accounting, or Economics. Experience in a client service role in the investment management or financial advisory industry is desirable. Series 65 (or equivalent) or ability to obtain within 90 days of hire date. CFP , CPA or another similar designation, or ability to obtain within an established timeframe is desirable. Knowledge of investment management and asset allocation is expected. Demonstrated ability to develop and manage plans and client relationships. Solid strategic thinker, creative problem solver and competent decision maker. Flexible team player that demonstrates strong attention to detail as well as strong organizational and analytical skills. Focused on collaboration and working with members throughout the firm to identify best practices and share knowledge that improves the experience for all clients. Possesses a passion to help new and existing clients. Enjoys business outreach efforts. Continuously exhibits personal integrity and professional initiative. Excellent written and verbal communication skills. Strong ability to multi-task efficiently and work independently with minimal required supervision. Demonstrated ability to work successfully in an entrepreneurial, small business environment. Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software. Pay and Benefits - Competitive salary plus bonus program with potential for career advancement. Competitive benefits package including 401(k) retirement plan with employer matching, company-paid health insurance, and H.S.A. Paid professional dues and professional development budget. Vacation and paid leave programs.

Associate Financial Advisor Employment Type: Full-Time We are seeking a dedicated and analytical Associate Financial Advisor to join our dynamic fee-only financial advisory firm. The ideal candidate will play a pivotal role in constructing comprehensive financial plans, drafting strategic recommendations, and actively participating in client meetings. This position offers an excellent opportunity for a critical thinker who thrives in a detail-oriented environment and is interested in growing professionally within the financial advisory industry. About Scholar Financial Advising Scholar Financial Advising is a Winston-Salem, North Carolina based fee-only investment advisory firm focused on fiduciary financial planning services. Our customized plans are created on a flat fee, hourly basis, or a monthly retainer through our family office CFO signature program. Our mission is to Educate, Empower, and Encourage clients on the importance of financial health by giving them the skills and practical knowledge necessary to make positive financial decisions. Our firm is rapidly growing, and our team is dedicated to success. The goal is to find the right person who can leverage their experience to make an immediate impact on the clients and prospects we work with daily, as well as on our team. We are driven to provide excellence in experiences across all stages and interactions. From the very first impression to supporting long-term client relationships, every touchpoint is important to our success. Key Responsibilities Financial Planning: Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies, estate planning, and investment management. Analyze client financial information to identify and prioritize short-term and long-term financial goals. Draft detailed financial recommendations aligned with client objectives, adhering to firm standards and compliance regulations. Client Interaction: Participate actively in client meetings, preparing necessary documents, and presenting recommendations under the guidance of senior advisors. Follow up diligently on client action items and provide ongoing support to address financial inquiries and adjustments. Maintain accurate and detailed documentation of client interactions, recommendations, and planning outcomes. Research and Analysis: Perform in-depth analysis of investment portfolios, tax planning opportunities, and financial products to support advisor recommendations. Continuously monitor industry trends, regulatory changes, and financial products to enhance planning strategies and firm offerings. Professional Development: Engage proactively in educational opportunities to expand financial planning expertise, working towards obtaining a CFA or CFP designation. Contribute collaboratively to the team's knowledge base, sharing insights and best practices to support firm-wide growth and client success. Qualifications: Minimum 1-3 years of experience in financial planning, wealth management, or a related financial services role. Demonstrated ability to build comprehensive financial plans and draft client-centric recommendations. Completion of or working toward a CFA charter or CFP certification is strongly preferred. Exceptional analytical skills, attention to detail, and a proactive approach to problem-solving. Strong interpersonal skills with the ability to effectively communicate complex financial concepts to diverse client audiences. Proven ability to manage multiple priorities efficiently in a collaborative and fast-paced environment. Key Competencies Professionalism with strong interpersonal, written, and communication skills. Strong analytical and problem-solving skills, with the ability to interpret data insights and optimize financial strategies accordingly. Attention to detail and efficiency Strong organizational and time management skills Team player with a collaborative mindset Compensation and Benefits Salary commensurate with experience, expected range of $55,000-$80,000 Paid Time Off (PTO) to support work-life balance Paid holidays according to the firm's holiday calendar Retirement match: 6% to a 401(k) plan Healthcare stipend Interviewing Process We intend to interview top candidates in early April with a plan for the position to start in May. There are five stages to our hiring process: Application review Invited to complete our Situational Assessment Zoom interviews (x2) Technical proficiency project Offer extended Please submit: Cover letter addressing your experience and how you would add value to our team Resume List of 3 references related to previous positions in a related field or role

Investment Banking Analyst Compensation: $50k + EOY performance bonus Falcon Square Capital is seeking a talented professional to join their Debt Capital Markets (DCM) team, investment banking group and registered broker dealer. Falcon Square Capital is a North Carolina based woman-owned boutique investment bank established in 2013. Our focus is fixed income trading and capital markets. We serve asset managers, insurance companies, bank portfolios, public clients, and corporations. Successful analysts thrive in our highly collaborative culture that rewards individual initiative and they find unlimited opportunity for personal and professional success. Sponsorship for the Series 7 and 63 along with other licenses may be available. This position will report directly to three individuals who oversee the DCM and Underwriting business at Falcon Square Capital. This position is a regular, full-time opportunity with flexible hybrid abilities based in our Raleigh, North Carolina, headquarters. All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship not available at this time. Responsibilities: Conducting industry, market, and company-specific research Evaluating industry specific corporate bond spreads Evaluating municipal markets Performing financial analysis and financial modeling Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations Conducting preliminary valuation work Conducting DCM sales organization Providing analysis reports on fixed income primary vs. secondary markets Providing support to members of the investment banking group and other duties as assigned Completing annual, semi-annual, and quarterly corporate Request for Proposal (RFP) documents Qualifications: Bachelor's degree required Relevant coursework in business, finance, economics or related fields preferred Solid quantitative, analytical and critical thinking skills Ability to create and analyze financial and valuation models Ability to research and analyze syndicate and company data, trends and news to draw thoughtful and compelling conclusions Ability to manage multiple projects efficiently and independently in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills Demonstrated maturity, integrity, and the ability to perform in an entrepreneurial environment, both individually and as a team player Strong proficiency in MS Office (Word, PowerPoint, Excel) and Google Suite (Doc, Slide, Sheet) Previous investment banking or sales and trading experience will be looked upon favorably Falcon Square Capital provides a comprehensive retirement plan, unlimited PTO, and parental leave benefit. Falcon Square Capital is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

Description Work within a growing firm team environment to help your clients achieve their goals through financial planning. The ideal candidate understands holistic financial planning to include investment selection and management, tax planning, risk management and estate planning. The candidate will also have a deep passion for the role, and desire for personal growth. You will enjoy the satisfaction of making a difference in the lives of the people you serve. At BCS Wealth Management, you will receive the support, stability, and opportunity to grow your client base within a team environment. Full-time salary position Bonus opportunity Benefits include 401(k) and match, health, dental, vision, disability, life. Personal Paid Time Off (15 - 25 days depending on experience and years of service). Holidays Typical hours are M-F, 8-5 Required Knowledge, Skills, and Abilities: Self-disciplined, independent, and driven to succeed. Motivated by helping others and seeing them achieve their goals. Passionate about living a life of generosity by serving others, not just selling products. Desire for continued learning, improvement, and continued education. Duties and Responsibilities: Maintain and transition current clients of the firm to your management. Continued growth of assets managed, making new connections, maintaining a strong referral network, and providing a great client experience. Build personalized, holistic financial plans tailored to every client's unique needs. Grow relationships with clients to support them through every stage of life. Effectively communicate with clients regarding financial planning and risk management. Education and Experience: Bachelor's degree in finance or business-related area of study preferred 5+ years' experience in the field of financial planning

Senior Market Financial Advisor - Pre-Scheduled Clients & Six-Figure Potential 📍 Must live and be licensed in the state you're applying for Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level? If you're tired of cold calling and chasing leads and want to focus on what you do best-helping clients secure their financial future-this is the perfect opportunity. 🚀 Why This Role is Different Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you'll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting-just meaningful client interactions that lead to real results. 💡 What You'll Love About This Role: ✅ 8-12 Pre-Scheduled Client Appointments Weekly - No prospecting or cold calling! ✅ High Earning Potential - Uncapped commissions, six-figure income opportunity ✅ Dedicated Case Manager - Focus on advising while we handle paperwork & plan design ✅ Exclusive Access to Estate Planning Clients - Meet with prospects already engaged in planning ✅ Flexibility & Autonomy - Manage your own schedule and maximize your success 📌 What We're Looking For: To ensure our clients receive the best service, we're seeking experienced professionals who meet the following qualifications: ✔️ Active Life Insurance License (Required) ✔️ At least 2 years of experience with fixed annuities (Required) ✔️ Active Series 65 or willingness to obtain it ✔️ Clean U4 if currently registered ✔️ Strong communication, sales, and relationship-building skills ✔️ Comfortable with Microsoft Office and CRM systems ✔️ Client-first mindset with high ethical standards ✔️ Willingness to travel to meet with clients (occasional overnight stays may be required) 📈 What We Offer: Competitive commission structure with six-figure earning potential Consistent pipeline of high-intent client appointments (8-12 per week) A unique market advantage through our estate planning partnership Ongoing training, mentorship, and growth opportunities Diverse product offerings tailored to seniors and retirees 🔹 Ready to Elevate Your Career? 🔹 If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today! 📍 Must live and be licensed in the state you're applying for.

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

Financial Analyst Pay Rate: $57,200 - $76,300 (USCORE) Multiple factors, including Individual experience, skills and abilities will determine where an employee is ultimately placed in the pay range. Category/Shift: Salaried Full-Time Physical Location: 152 Iodent Way, Ste. A Elizabethton, TN 37643 The Job You Will Perform: * Provide accounting and analytical support and play an integral role in the success of the Company. The ideal candidate for this position will be a highly motivated employee who will analyze performance and recommend action needed to maximize the financial return for the facility. * Work under the direction of the Controller and Site Leader in the preparation for and analysis of operational results, operating trends, customer profitability, capital projects, incentive plan calculations, budgeting & forecasting, special projects, and initiatives in order to assist management in achieving operations and management objectives. * Work with Controller in development and refinement of processes to improve accounting efficiencies and process documentation. * Actively assist Controller and Site Leader in maintaining and enhancing internal controls, accounting policy, and procedures. * Provides financial analysis including interpretation and application of professional standards, company policies, and processes. * Prepare journal vouchers and participate in month-end close. * Perform daily financial activities of the plant. * Ensure accurate and timely processing of daily, weekly, and monthly responsibilities and reports. * Perform data entry and utilize systems as a source of research analysis. * Complete various reporting requirements. * Be familiar with the financial policies and procedures outlined in the financial policies and capital investment manuals as they relate to the plants. * Ensure that applicable internal controls are followed in each area of responsibility. * Investigates, reviews, and evaluates various financial transactions and the recommendation of the appropriate treatment. * Reviews production hours entered/approved into payroll system, balances hours and maintains accuracy. The Qualifications, Skills and Knowledge You Will Bring: * Bachelor's degree in Accounting, Finance, business or related field required * 3+ years of accounting and/or finance experience; work experience in manufacturing facility highly desirable. * Corrugated, printing, packaging and/or related finance experience in manufacturing environment a plus. * Demonstrated knowledge of general business management principles, internal financial management, and industry business practices. * Demonstrated skills to influence peers and management. * Demonstrated effective communication with business leaders at various levels and functions. The Benefits You Will Enjoy: International Paper offers a benefits package that includes health, welfare and retirement plans including Medical, Dental, Life insurance, Flexible Spending Accounts, Short-term and Long-term Disability, 401(k), Company-funded retirement contributions, Paid Time Off, Education & Development (including Tuition Reimbursement), Student Loan Repayment Assistance, and Voluntary Benefits including insurance for home, auto, vision and pets. The Career You Will Build: Sales and Leadership training, promotional opportunities within a global company The Impact You Will Make: We continue to build a better future for people, the planet, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 125 years. Join our team and you'll see why our team members say they're Proud to be IP. The Culture You Will Experience: International Paper promotes employee well-being by providing safe, caring and inclusive workplaces. We have team members all around the world with diverse backgrounds, experiences, and perspectives. These are our strengths. We are committed to creating a culture where all individuals are respected, valued, engaged and have an opportunity to do their best work every day. We invite you to bring your uniqueness, creativity, talents, experiences, and safety mindset to be a part of our increasingly inclusive and diverse culture. The Company You Will Join: International Paper (NYSE: IP) is a global producer of sustainable packaging, pulp and other fiber-based products, and one of the world's largest recyclers. Headquartered in Memphis, Tenn., we employ approximately 39,000 colleagues globally who are committed to creating what's next. We serve customers worldwide, with manufacturing operations in North America, Latin America, North Africa and Europe. Net sales for 2023 were $18.9 billion. Additional information can be found by visiting internationalpaper.com. International Paper is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. International Paper complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact reasonable.accommodations@ipaper.com or **************. #LI-NO1 Share this job: Location: Elizabethton, TN, US, 37643 Category: Finance Date: Mar 6, 2025 If you are not finding suitable opportunities, please click below to join our talent community! Join Our Community Nearest Major Market: Asheville Nearest Secondary Market: Knoxville