Finance Consultant Jobs in Waco, TX

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  • J.P. Morgan Wealth Management - Private Client Advisor - Waco, TX

    Chase 4.4company rating

    Finance Consultant Job In Waco, TX

    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
    $58k-118k yearly est. 60d+ ago
  • Trust Financial Planner

    Extraco Banks, N.A 3.8company rating

    Finance Consultant Job In Waco, TX

    td id="gnewton JobDescriptionText" div Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment.br br/ bJob Summary:/bbr/ Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios, custody, and building investment trust solutions. Prospects include individual families, court appointed trusts, nonprofits, corporations and both DB and 401(k) plans.br/ br/ bCritical Tasks:/bbr/ New business development for Wealth amp; Trust Teambr/ Build Money Guide Pro financial plans for clients and prospectsbr/ Attend sales meetings with trust officers and collaborates with partners to close the salebr/ Generate awareness, deliver solutions and drive new revenue through centers of influencebr/ Assist trust officers with delivery of financial plansbr/ br/ bQualifications:/bbr/ Bachelor's degree requiredbr/ Masters degree or certifications such as CFP a plusbr/ br/ bExperience:/bbr/ 5+ Years in financial services/br/div div /div divspan style="color: rgb(68, 68, 68); font-family: Roboto, Helvetica, Arial, sans-serif; font-size: 12.8px;"Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco Banks is a member FDIC./span/divbr/ /td
    $63k-103k yearly est. 60d+ ago
  • Financial Advisor I

    Baylor Scott & White Health 4.5company rating

    Finance Consultant Job 34 miles from Waco

    _Are you looking for an opportunity to apply your financial expertise in a dynamic and mission-driven healthcare environment? Baylor Scott & White Health is seeking a Financial Analyst I to play a key role in supporting strategic financial decisions that impact patient care and operational excellence. In this role, you will analyze financial and operational data, contribute to long-term planning, and help drive process improvements across the organization. If you're a detail-oriented, self-motivated problem solver with strong analytical and communication skills, we invite you to join our team and make a meaningful impact at BSWH!_ **JOB SUMMARY** The Financial Analyst I performs financial analysis for Baylor Scott and White (BSWH) and the entities supported by Financial Analysis/Decision Support Services. Assists in the collection and analysis of data on new projects or services, capital acquisitions and long-range strategic financial planning. **ESSENTIAL FUNCTIONS OF THE ROLE** Performs analysis of financial and operational data to support management decisions including impact on current operations and projections of future impact. Participates in performance/process improvement objectives of BSWH. **KEY SUCCESS FACTORS** Attention to detail and organization - Ensures accuracy in financial analysis, reporting, and data management. Critical thinking and problem-solving - Analyzes complex financial data to identify trends, risks, and opportunities for improvement. Self-motivation and ability to work independently - Demonstrates the ability to work independently while maintaining a high level of accountability. Strong communication skills (written and verbal) - Effectively conveys financial insights to stakeholders across various levels of the organization. This role requires a proactive and analytical professional who thrives in a dynamic environment, contributing to BSWH's mission through informed financial decision-making. **BENEFITS** Our competitive benefits package includes the following - Immediate eligibility for health and welfare benefits - 401(k) savings plan with dollar-for-dollar match up to 5% - Tuition Reimbursement - PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level **QUALIFICATIONS** + EDUCATION - Bachelor's + EXPERIENCE - 1 Year of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $38k-100k yearly est. 5d ago
  • Financial Advisor: Annuities, Insurance - Streamline your Process

    United Placement Group

    Finance Consultant Job 34 miles from Waco

    Are you tired of wasting precious time on tiresome prospecting and paperwork? These tasks can be a major drain on your energy and take you away from what you do best - growing your business. Well, we have great news for you - introducing Alliance America's revolutionary business model! Our highly-unique and proven system is specially designed to relieve you from the burden of prospecting. Sit back and relax as we consistently place you in front of qualified prospects, week after week. And that's not all! We also take care of your scheduling, ensuring a steady flow of appointments with qualified prospects. But wait, there's more! Along with handling your prospecting and scheduling needs, we go above and beyond by managing all your paperwork behind the scenes. Yes, you heard it right! We'll chase your paperwork for you, ensuring that policies are issued in a timely manner, without you having to lift a finger. With our comprehensive approach, you can: Focus solely on meeting with qualified prospects and closing deals. Save valuable time and resources by eliminating the need for prospecting and paperwork management. Enjoy peace of mind knowing that all administrative tasks are taken care of efficiently and professionally. Say goodbye to the stress and frustration of juggling prospecting, scheduling, and paperwork. Let us handle the heavy lifting so you can concentrate on what truly matters - growing your business. Ready to experience the benefits of our proven business model firsthand? APPLY NOW! Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Active Series 65 Active Series 7 & 66 or ChFC designation. Clean U4 record (if currently registered). Must live in the State you are applying for! Enjoy Face to Face meeting with the Clients in their home. Proven sales ability with a track record of successful sales using a needs-based approach. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Travel (within your home state) and willingness to meet with qualified clients. Benefits As a Senior Market Financial Planner with us, you will enjoy the following benefits: 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients. Dedicated Appointment Setter who will schedule 8-12 appointments per week, ensuring you have ample opportunities to meet with potential clients. Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice. Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance. Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.
    $44k-90k yearly est. 13d ago
  • Financial Advisor

    First Command Financial Services 4.7company rating

    Finance Consultant Job 46 miles from Waco

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.
    $62k-102k yearly est. 60d+ ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance Consultant Job 34 miles from Waco

    **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
  • Financial Advisor - PNC Investments

    PNC Investments 4.7company rating

    Finance Consultant Job 34 miles from Waco

    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 Temple South, TX.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 < 1 year of professional experience and/or successful completion of a formal development program. 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.
    $48k-89k yearly est. 33d ago
  • Temporary Financial Aid Analyst

    Temple College 3.9company rating

    Finance Consultant Job 34 miles from Waco

    The following duties and responsibilities, Knowledge, Skills and Abilities (KSA's), and physical requirements are intended to describe the general nature and level of work being performed. The information listed below is not intended to be construed as a complete listing of all duties and responsibilities, KSA's, and physical requirements required of this position since changes to the position may occur at any time or additional requirements may be added over the course of time. SUMMARY: Under general supervision of the Director of Financial Aid, the incumbent will assist with the overall operation of the Office of Student Financial Aid which includes monitoring compliance issues as they pertain to the Federal Student Aid Program, Work Study and scholarship programs, assisting with the implementation of policies and procedures for areas of responsibility, and reconciling financial assistance programs. Incumbent must have knowledge of, or learn, laws and regulations regarding student Financial Aid information, including FERPA. Performs related duties as required. Qualifications (Required and Preferred) MINIMUM EDUCATIONAL AND WORK REQUIREMENTS (MINIMUM QUALIFICATIONS): Associate's Degree and four (4) years of directly related work experience specific to the duties and responsibilities described, or HS Diploma or equivalent and six (6) or more years of Higher Education, clerical or customer service experience. PREFERRED: Bachelor degree and two (2) years of directly related work experience specific to the duties and responsibilities described. CERTIFICATION OR LICENSES: None Job Duties and Responsibilities The incumbent will: Assist in awarding and approving all Financial Aid awarded to students Manage collection, retention, and storage of Financial Aid applicant data Compare data on student's applications, such as proposed budget, family income, etc. to determine the amount of aid and need of students. Research student files in the National Student Loan Data Systems history Review/correct financial applications and disclosure statements for completeness and accuracy. Create, maintain, process, and update files, records, and other documents Oversee receipt, disbursement and transmittal of returned loan funds Responsible for reconciliation of the loan fund pass-through account Responsible for determining eligibility for and processing of student loan applications Recommend and participate in the development and implementation of College policies and procedures regarding student financial aid Generate reports as needed Manage all activities related to the operation of the Federal Pell Grant program to include keeping up to date with changing regulations, and interfacing with COD Reconcile PELL and Loans to ensure Colleague and COD are in agreement Generate Multiple Reporting Record reports to review and resolve possible potential Pell grant over awards or concurrent enrollment situations Pay close attention to detail assuring students complete the proper applications, documents, forms, and reading materials for the specific award year Resolve SAR C-Codes Inform students of missing or conflicting verification information Compare and evaluate data including student's and parent's income and assets, household size, number in college, untaxed income, investments and business assets and debts listed on student's verification documents to the Student Aid Report for accuracy and conflicting information Manually enter the Texas Application for State Financial Aid (TAFSA) data into Colleague in order to calculate financial aid eligibility for categories of foreign-born and immigrant students who qualify for residency under Texas Education Code Chapter 54, Section 54.052(a)(3). Set up awards for students eligible under this program Provide as back-up for Enrollment Advisors' caseload Maintain, update, and upgrade the College's Financial Aid information infrastructures including records archives, on-line student database, voice response system, College catalog, website and other electronic databases and information systems Utilize professional judgment to adjust a student's eligibility and cost of attendance based on documented mitigating circumstances in accordance with federal statutes; may refer complex eligibility situations to the Director Maintain and update knowledge with regard to FERPA and other laws, regulations, and resolutions Effect changes required for improvement, upgrade professional knowledge, serve on college committees, and comply with all College safety policies, procedures and practices Demonstrate commitment to ethics and integrity as it pertains to Financial Aid Provide excellent customer service to students, faculty, staff, parents and the community, and be able to model this behavior for department employees. Perform miscellaneous job-related duties as assigned SOCIAL CONSTRUCTS REQUIRED OF POSITION: Display empathy and positive regard for others in written, verbal and non-verbal communications. Work with colleagues and students by practicing punctuality, respect for deadlines, collaborative problem solving, and honest communication. Be friendly and collegial with co-workers, faculty, students, staff, and visitors to the campus. Build trusting relationships by acting with integrity, courtesy, and responsibility, even in the face of stress or demanding workplace conditions. Maintain proficiency as needed and approved by attending trainings, reading job-related materials, and meeting with others in area of responsibility Dress appropriately for a workplace. Meet all required standards of confidentiality. As a Temple College Employee, actively engage in the Temple College mission of creating a culture of caring by providing excellent customer service to all internal and external customers and embracing the core values of Temple College: Excellence, Integrity, Community, and Respect. Knowledge Skills and Abilities & Physical Demands KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: KNOWLEDGE: Knowledge of planning and scheduling techniques. Comprehensive knowledge of federal and state regulations including FERPA. Basic knowledge of student registration, academic, and residency requirements. Knowledge of how to navigate the Student Information System. Knowledge of organizational structure, workflow, and operating procedures. Knowledge of records retention and/or destruction policies and procedures. Knowledge of laws, regulations, methods, and techniques in area of specialty. Knowledge of equal opportunity and affirmative action programs. SKILLS: Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures. Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community. Skill in budget preparation and fiscal management. Skill in the configuration and use of computerized database programs. ABILITIES: Ability to perform complex tasks and to prioritize multiple projects. Ability to simultaneously maintain current systems and, as necessary, effectively manage change both individually and within a leadership capacity. Ability to function as an effective advocate for multiple constituencies including learners, faculty, staff, and administration. Ability to implement, promote, and manage learner-oriented customer service standards and procedures. Ability to supervise and train employees, to include organizing, prioritizing, negotiating conflict, and scheduling work assignments. Ability to investigate and analyze information. Ability to foster a cooperative work environment. Ability to create, evaluate, and edit the content, structure, and format of a range of written material. Ability to develop, plan, and implement short- and long-range goals, including annual institutional effectiveness goals. Ability to maintain confidentiality of records and information. Ability to make administrative/procedural decisions and judgments. PHYSICAL EFFORT: Light physical activity is required with occasional lifting of objects up to 25 pounds. WORKING CONDITIONS: Work is normally performed in an office setting. Duties will require travel in personal or school owned vehicles. Evening and weekend hours will be required throughout the academic year. WORK SCHEDULE: Fall and Spring semesters: Monday through Thursday 8:00 am - 6:00 pm (1-hour lunch) Friday 8:00 am - 12:00 pm Summer semester: Monday - Thursday 7:30 am - 6:00 pm (30 min. lunch) Evening and weekend hours will be required throughout the academic year. This is an on-site position. Essential duties of the role must be performed in-person, during prescribed work hours. HOURS REQUIRED PER WEEK: 40 TRS/ORP: TRS Only SUPERVISORY DUTIES: Work-Study staff REPORTS TO: Director of Financial Aid
    $45k-54k yearly est. 1d ago
  • Financial Advisor - PNC Investments

    PNC 4.1company rating

    Finance Consultant Job 34 miles from Waco

    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 Temple South, TX.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 < 1 year of professional experience and/or successful completion of a formal development program. 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.
    $34k-52k yearly est. 1d ago
  • Finance Sr Analyst

    Graphic Packaging International, LLC 4.4company rating

    Finance Consultant Job In Waco, TX

    Department: Finance Travel: Up to 25% **At Graphic Packaging International, we produce the paper cup that held your coffee this morning, the basket that transported those bottles of craft beer you enjoyed last weekend, and the microwave tray that heated your gourmet meal last night. We're one of the largest manufacturers of paperboard and paper-based packaging for some of the world's most recognized brands of food, beverage, foodservice, household, personal care and pet products. Headquartered in Atlanta, Georgia, we are collaborative, diverse, innovative individuals who create inspired packaging while giving back to our communities.** **With over 25,000 employees working in more than 130 locations worldwide, we strive to be environmentally responsible in our industry and in the communities where we operate. We are committed to workplace diversity and offer compensation and benefits programs that are among the industry's best to reward the talented people who make our company successful.** **If this sounds like something you would like to be a part of, we'd love to hear from you.** **A World of Difference. Made Possible.** **SUMMARY:** The Sr. Financial Analyst position is responsible for working with operating managers and the paperboard manufacturing facility Controller in meeting requirements for daily transactions, monthly closing and reporting, and analysis of financial results with insights to trends, issues and opportunities to support the achievement of mill performance targets. Plus understand and align business operations and Finance while executing and exceeding customer expectations, which align with Graphic Packaging business, cultural, financial and operational objectives. JOB FUNCTIONS: Job functions include, but are not limited to the following. - Perform various daily, weekly and month-end duties, including account reconciliations and reports - Obtain and support a working knowledge of invoice and purchasing processes and procedures within SAP. Includes monitoring and assisting mill personnel with purchasing workflows. - Responsible for various raw material processing & tracking - Integral member of team for physical inventory of fixed assets. - Responsible for maintenance & operational expense tracking and reporting, including annual outage - Acts as financial liaison to assigned cost center managers and assists them with their budgets and explanations for monthly variances to budget - Perform assigned annual budget tasks - Assist in Financial and SOX audits - Perform other related duties as required - Other duties as assigned. **BACKGROUND / EXPERIENCE:** - 3-5 years accounting experience; a manufacturing environment is preferred - SAP or other ERP experience a plus **EDUCATION / KNOWLEDGE:** - BA or BS required **SKILLS:** - Ability to interpret financial results and business indicators for trend/opportunities - Strong analytical and conceptual skills - Self-Starter with ability to multitask and prioritize while meeting deadlines - Confidence and ability to interact with various people across departmental lines to achieve goals. - Strong oral and written communication skills. - A strong command of MS Office applications, especially in Excel - Can demonstrate regular and reliable attendance at work **SCHEDULE DEMANDS:** - General schedule is an 8-hour M-F assignment, however, employee must be willing to work alternate schedules occasionally; that may include early mornings, nights, and/or weekends and be punctual while doing so. - Occasional overnight travel to include flying, driving, riding or by rail. **KEY COMPETENCIES:** - Integrity & Trust - Action Oriented - Drive for Results - Problem Solving - Decision Quality **Graphic Packaging is an Equal Opportunity Employer. All candidates will be evaluated on the basis of their qualifications for the job in question. We do not base our employment decision on an employee's or applicant's race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, sexual orientation, gender identity, genetic identity, genetic information, disability, veteran/military status or any other basis prohibited by local, state, or federal law.Click here to view the Poster, EEO is the Law. (****************************************************************************************************** ** ** **Nearest Major Market:** Waco
    $66k-88k yearly est. 60d+ ago
  • Intern II- Commercial Finance

    McLane Company, Inc. 4.7company rating

    Finance Consultant Job 34 miles from Waco

    McLane is one of the largest and most stable supply chain services leaders in the United States. We've been at the forefront of delivering retail and restaurant solutions for convenience stores, mass merchants, drug stores, and chain restaurants for over 125 years. Our vision is to be an agile, innovative, and unified supply chain partner that delivers a superior customer experience, improves the lives of our teammates and community, and produces best-in-class returns. This position is located in Temple, TX, therefore, interested candidates should be within a 50-minute commute to the McLane Home Office. Perform professional duties of medium difficulty providing the opportunity for professional training in various departments/locations. Perform assigned duties to acquire knowledge of methods, procedures and standards required for master's degree. ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES: * Apply analytics to department policies, protocols, procedures, and special projects. * Conduct research and analytics on various assignments and make recommendations. * Prepare project reports, progress summaries, statistical analysis, and related data. * Analyze specific aspects of department functions and/or operational procedures. * Analyze, generate, and maintain records and other reference material necessary for departmental use. * Utilize the network, department specific software, and proprietary software to complete assignments. * Other duties may be assigned. Duties may vary depending on assigned department. MINIMUM QUALIFICATIONS AND REQUIREMENTS: * Currently enrolled in a master's degree program. * Be currently enrolled at an accredited college or university. * Proficient computer skills including Microsoft Office Suite (Word, PowerPoint, Excel, Outlook). * Excellent written and verbal communication skills. WORKING CONDITIONS: * Office environment. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $37k-43k yearly est. 4d ago
  • Financial Analyst

    Dwyer Franchising

    Finance Consultant Job In Waco, TX

    Are you looking for a place where you can bring your drive? Welcome to Neighborly-the hub of service brands that connects customers to top-notch local experts who repair, maintain, and enhance homes and businesses. Our long-standing business, with over 40 years of experience, is focused on strategic innovation as we build the future of home and business services. Bring your drive to the table as we unlock new doors together, taking your career to the next level. Bring your experience and be empowered to innovate. This position will be responsible for completing a variety of financial management reports, reviewing reports for errors and inconsistencies, performing financial analysis and modeling, identifying variations in budgets to actual performance, and determining reasons for the variances. This position addresses tight deadlines and a multitude of activities including financial reporting and analysis, audit and tax data preparation, and budget and forecasting activities. The Financial Analyst will have contact with all levels of personnel which requires strong interpersonal communication skills, both written and verbal. Produce accurate, meaningful, and valuable analysis, in concise and easy to consume formats. Obtain and maintain a thorough understanding of the financial reporting and general ledger structure. Collaborate with team members and business partners to develop a working knowledge of the basic operations and key indicators for each business unit, to be able to provide meaningful analytical information. Prepare meaningful, timely, and accurate financial and operational reporting. Analyze information to identify and explain trends, fluctuations in activity, and variances from budget to actual and prior year, and effectively communicate that information to management. Participate in budget and forecasting processes. Develop and implement new or improved financial analysis tools and models to provide valuable financial and operational analysis. Create, maintain, and distribute ad-hoc reports, forecasts, and financial models as needed. Participate in creating and maintaining FP&A process documentation. Bring your skills and be inspired to achieve success. (Required qualifications) Intellectually curious, strong initiative, solution minded. Detail oriented with strong organizational, research, and analysis skills. Self-starter, with the ability to manage multiple projects and meet deadlines. High computer literacy including advanced level skills in Excel and PowerPoint is required. Power BI and Workday Adaptive Insights experience preferred. Understanding of financial reporting, financial or data analysis, budgeting, and forecasting. Education & Experience: Education: Bachelor's degree in accounting or finance. Experience: One to three years of related experience. Bring your goals and be enabled to reach them. Competitive Pay: Commensurate with experience Benefits: Check out our benefits offerings here Brand: Neighborly - USA Shared Services
    $47k-70k yearly est. 60d+ ago
  • Advisor Development Program Financial Solutions Advisor Trainee: Lake Air FC, Waco, TX

    Bank of America 4.7company rating

    Finance Consultant Job In Waco, TX

    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 skills: - Sets and accomplishes goals, achieving whatever you put your mind to. - Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. - Communicates clearly and confidently with clients from all walks of life. - Works well with others and collaborates productively to get things done. - Can manage complexity, prioritize tasks and execute in a fast-paced environment. - Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. Desired skills: - Strong computer skills with an ability to multitask in a demanding environment. - A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships. **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.
    $45k-73k yearly est. 60d+ ago
  • Financial Analyst

    Neighborly Brands 3.9company rating

    Finance Consultant Job In Waco, TX

    Are you looking for a place where you can bring your drive? Welcome to Neighborly-the hub of service brands that connects customers to top-notch local experts who repair, maintain, and enhance homes and businesses. Our long-standing business, with over 40 years of experience, is focused on strategic innovation as we build the future of home and business services. Bring your drive to the table as we unlock new doors together, taking your career to the next level. Bring your experience and be empowered to innovate. This position will be responsible for completing a variety of financial management reports, reviewing reports for errors and inconsistencies, performing financial analysis and modeling, identifying variations in budgets to actual performance, and determining reasons for the variances. This position addresses tight deadlines and a multitude of activities including financial reporting and analysis, audit and tax data preparation, and budget and forecasting activities. The Financial Analyst will have contact with all levels of personnel which requires strong interpersonal communication skills, both written and verbal. * Produce accurate, meaningful, and valuable analysis, in concise and easy to consume formats. * Obtain and maintain a thorough understanding of the financial reporting and general ledger structure. * Collaborate with team members and business partners to develop a working knowledge of the basic operations and key indicators for each business unit, to be able to provide meaningful analytical information. * Prepare meaningful, timely, and accurate financial and operational reporting. * Analyze information to identify and explain trends, fluctuations in activity, and variances from budget to actual and prior year, and effectively communicate that information to management. * Participate in budget and forecasting processes. * Develop and implement new or improved financial analysis tools and models to provide valuable financial and operational analysis. * Create, maintain, and distribute ad-hoc reports, forecasts, and financial models as needed. * Participate in creating and maintaining FP&A process documentation. Bring your skills and be inspired to achieve success. (Required qualifications) * Intellectually curious, strong initiative, solution minded. * Detail oriented with strong organizational, research, and analysis skills. * Self-starter, with the ability to manage multiple projects and meet deadlines. * High computer literacy including advanced level skills in Excel and PowerPoint is required. Power BI and Workday Adaptive Insights experience preferred. * Understanding of financial reporting, financial or data analysis, budgeting, and forecasting. Education & Experience: Education: Bachelor's degree in accounting or finance. Experience: One to three years of related experience. Bring your goals and be enabled to reach them. Competitive Pay: Commensurate with experience Benefits: Check out our benefits offerings here Brand: Neighborly - USA Shared Services
    $81k-120k yearly est. 60d+ ago
  • Financial Advisor I

    Baylor Scott & White Health 4.5company rating

    Finance Consultant Job 34 miles from Waco

    Are you looking for an opportunity to apply your financial expertise in a dynamic and mission-driven healthcare environment? Baylor Scott & White Health is seeking a Financial Analyst I to play a key role in supporting strategic financial decisions that impact patient care and operational excellence. In this role, you will analyze financial and operational data, contribute to long-term planning, and help drive process improvements across the organization. If you're a detail-oriented, self-motivated problem solver with strong analytical and communication skills, we invite you to join our team and make a meaningful impact at BSWH! JOB SUMMARY The Financial Analyst I performs financial analysis for Baylor Scott and White (BSWH) and the entities supported by Financial Analysis/Decision Support Services. Assists in the collection and analysis of data on new projects or services, capital acquisitions and long-range strategic financial planning. ESSENTIAL FUNCTIONS OF THE ROLE Performs analysis of financial and operational data to support management decisions including impact on current operations and projections of future impact. Participates in performance/process improvement objectives of BSWH. KEY SUCCESS FACTORS Attention to detail and organization - Ensures accuracy in financial analysis, reporting, and data management. Critical thinking and problem-solving - Analyzes complex financial data to identify trends, risks, and opportunities for improvement. Self-motivation and ability to work independently - Demonstrates the ability to work independently while maintaining a high level of accountability. Strong communication skills (written and verbal) - Effectively conveys financial insights to stakeholders across various levels of the organization. This role requires a proactive and analytical professional who thrives in a dynamic environment, contributing to BSWH's mission through informed financial decision-making. BENEFITS Our competitive benefits package includes the following * Immediate eligibility for health and welfare benefits * 401(k) savings plan with dollar-for-dollar match up to 5% * Tuition Reimbursement * PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level QUALIFICATIONS * EDUCATION - Bachelor's * EXPERIENCE - 1 Year of Experience
    $38k-100k yearly est. 5d ago
  • Financial Advisor

    First Command Financial Services, Inc. 4.7company rating

    Finance Consultant Job 46 miles from Waco

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $62k-102k yearly est. 60d+ ago
  • Financial Analyst

    Extraco Banks, N.A 3.8company rating

    Finance Consultant Job In Waco, TX

    Job Description: Financial Analyst Education Requirements: Bachelors Degree required (preferably in Finance or Accounting). CPA license preferred. Experience: 5-7 years experience which may include financial analytics, modeling, credit, bond accounting & analytics, ALCO, budgeting and forecasting, and bond trading. Preferred experience with S&P Capital IQ, budgeting software, Cognos, ALM software, Microsoft queries, and general ledger. Knowledge requirements: Advanced Microsoft Excel skills (required); database and query skills; ability to research; data management; solid understanding of financial statements, financial modeling, and trend experience; critical thinking, analytical, and problem solving skills; excellent attention to detail; ability to thrive in a fast paced environment; excellent communication skills; works well on a team; committed to long-term career. Critical Tasks: Support the CFO in financial analysis tasks. Create, revise, and analyze complex financial models including stress scenarios. Assist with ALM reporting and modeling, including the production of ALM/IRR reports and packages. Assist Controller with annual budget process, ensuring proper cost center and GL input, assumptions, and output are accurate. Maintain budgeting and reporting software which includes developing and maintaining existing models/reports, and to facilitate revisions of reports, dimensions, tables, etc. Significant Duties: Preparation and modeling of deposit and loan rate data to form basis for rate changes, and of FHLB/FRB advances for liquidity needs. Develop and maintain ad hoc reports. Gather data from various sources and aggregate into reports/analytics. Produce quarterly Board of Directors reports and annual strategic planning reports. Assist with other projects as needed.
    $58k-93k yearly est. 60d+ ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance Consultant Job 46 miles from Waco

    **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
  • Finance Sr Analyst (8129)

    Graphic Packaging 4.4company rating

    Finance Consultant Job In Waco, TX

    At Graphic Packaging International, we produce the paper cup that held your coffee this morning, the basket that transported those bottles of craft beer you enjoyed last weekend, and the microwave tray that heated your gourmet meal last night. We're one of the largest manufacturers of paperboard and paper-based packaging for some of the world's most recognized brands of food, beverage, foodservice, household, personal care and pet products. Headquartered in Atlanta, Georgia, we are collaborative, diverse, innovative individuals who create inspired packaging while giving back to our communities. With over 25,000 employees working in more than 130 locations worldwide, we strive to be environmentally responsible in our industry and in the communities where we operate. We are committed to workplace diversity and offer compensation and benefits programs that are among the industry's best to reward the talented people who make our company successful. If this sounds like something you would like to be a part of, we'd love to hear from you. A World of Difference. Made Possible. SUMMARY: The Sr. Financial Analyst position is responsible for working with operating managers and the paperboard manufacturing facility Controller in meeting requirements for daily transactions, monthly closing and reporting, and analysis of financial results with insights to trends, issues and opportunities to support the achievement of mill performance targets. Plus understand and align business operations and Finance while executing and exceeding customer expectations, which align with Graphic Packaging business, cultural, financial and operational objectives. JOB FUNCTIONS: Job functions include, but are not limited to the following. • Perform various daily, weekly and month-end duties, including account reconciliations and reports • Obtain and support a working knowledge of invoice and purchasing processes and procedures within SAP. Includes monitoring and assisting mill personnel with purchasing workflows. • Responsible for various raw material processing & tracking • Integral member of team for physical inventory of fixed assets. • Responsible for maintenance & operational expense tracking and reporting, including annual outage • Acts as financial liaison to assigned cost center managers and assists them with their budgets and explanations for monthly variances to budget • Perform assigned annual budget tasks • Assist in Financial and SOX audits • Perform other related duties as required • Other duties as assigned. BACKGROUND / EXPERIENCE: • 3-5 years accounting experience; a manufacturing environment is preferred • SAP or other ERP experience a plus EDUCATION / KNOWLEDGE: • BA or BS required SKILLS: • Ability to interpret financial results and business indicators for trend/opportunities • Strong analytical and conceptual skills • Self-Starter with ability to multitask and prioritize while meeting deadlines • Confidence and ability to interact with various people across departmental lines to achieve goals. • Strong oral and written communication skills. • A strong command of MS Office applications, especially in Excel • Can demonstrate regular and reliable attendance at work SCHEDULE DEMANDS: • General schedule is an 8-hour M-F assignment, however, employee must be willing to work alternate schedules occasionally; that may include early mornings, nights, and/or weekends and be punctual while doing so. • Occasional overnight travel to include flying, driving, riding or by rail. KEY COMPETENCIES: • Integrity & Trust • Action Oriented • Drive for Results • Problem Solving • Decision Quality Graphic Packaging is an Equal Opportunity Employer. All candidates will be evaluated on the basis of their qualifications for the job in question. We do not base our employment decision on an employee's or applicant's race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, sexual orientation, gender identity, genetic identity, genetic information, disability, veteran/military status or any other basis prohibited by local, state, or federal law. Click here to view the Poster, EEO is the Law.
    $66k-88k yearly est. 60d+ ago
  • Advisor Development Program Financial Solutions Advisor Trainee: Lake Air FC, Waco, TX

    Bank of America Corporation 4.7company rating

    Finance Consultant Job In Waco, TX

    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 skills: * Sets and accomplishes goals, achieving whatever you put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. * Communicates clearly and confidently with clients from all walks of life. * Works well with others and collaborates productively to get things done. * Can manage complexity, prioritize tasks and execute in a fast-paced environment. * Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. Desired skills: * Strong computer skills with an ability to multitask in a demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift: 1st shift (United States of America) Hours Per Week: 40
    $45k-73k yearly est. 49d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in Waco, TX?

The average finance consultant in Waco, TX earns between $50,000 and $123,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In Waco, TX

$78,000
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