Finance Internship remote jobs

Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business? You will be provided the tools and mentorship to excel as financial services professional. You will be part of a high achievement and supportive team. We are looking for credible and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated, dedicated to success, enjoys a team environment and helping others and appreciates a full, but flexible schedule. We are based in Los Angeles, CA. You will work 100% remotely. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice. This is an opportunity to learn this business, expand your industry experience and earn income with sustainable growth potential. We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management. Financial Planning & Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine goals · Utilize financial illustration software and formulate wholistic solutions. · Deliver a personalized financial plan · Communicate with clients · Develop leadership skills · Business expansion in all states · Deepen knowledge and skills Candidate characteristics · Passion for financial security · Care about people · Creative excellence · Team building · Commitment to learning, professional and personal growth · Strong communication skills · College degree plus 2+ years' work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role: entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Texas, Tennessee, Alabama, New Jersey, Georgia, Florida, North Carolina, Washington, Philadelphia PA, · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $134,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We're glad you are considering Procyon a firm built by advisors for advisors. Procyon Partners is a vibrant growing Registered Investment Advisor (RIA) firm with both individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth. We have demonstrated a history of helping new advisors grow by 50% in the first two years. Less back office - focus more of your time on what you do best -maintaining your client relationships and developing new clients. Our financial planning, Investment, client service, and business services teams will work collaboratively with you to remove non-essential tasks from your plate while you retain full control. The Procyon Way implemented through our CRM makes operations run smoothly. More Prospects- our dedicated FA coach will help you fine tune your marketing niche and provide ongoing coaching to help you reach your full potential. Out in house marketing team and multi-pronged prospecting program will help fill your pipeline. Robust verticals to fully serve clients- tax preparation and advice, trust services, risk management, institutional consulting to retirement plans, inhouse employee benefits team, and dedicated specialists all allow you to say YES when a client asks if you can help. Independent fiduciary- we're built for advisors to do what they do best. Our advisors fully own their legacy clients and compelling economics, and growth make sense. The potential for firm equity in a rapidly growing enterprise is attractive for some advisors. Procyon's mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. Ideal candidates will reflect our firm's personality traits, which are: Passionate - We show up with energy & enthusiasm every day. Driven - We work tirelessly to achieve exceptional outcomes. Approachable - We always make sure people feel welcome. Candid - We tell it like it is in language you will understand. Caring - We have your back. What's Required § Minimum Three years advisory experience. Could be an RIA, Wire house or other firm. § Clean compliance history § Existing client practice you can transition § Related professional certification(s) a plus - CFP etc. § Custody at Charles Schwab or Fidelity Locations- ideally located east of the Mississippi. We have several existing physical offices but 100% remote is acceptable for the right advisor. We currently have two larger offices in Shelton CT and Melville NY and smaller offices in Manhattan NY, Fulton MD, Virginia Beach VA, and Knoxville TN. Next Steps Apply here and we'll be in touch to discuss.

For almost 180 years, New York Life Insurance Company has been dedicated to helping people put love into action. As a mutual company, we prioritize transparency, objectivity, and integrity. We are committed to making a positive impact on local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We offer various resources and programs to support your personal and professional growth. New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity. Role Description This is a full-time hybrid role for a Financial Services Professional located in Uniondale, NY with some work-from-home flexibility. The Financial Services Professional will be responsible for providing financial planning and retirement planning services, managing client portfolios, and ensuring excellent client communication. The role may involve conducting financial analyses and developing individualized financial plans to meet client needs and objectives. We're looking for passionate and motivated individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. As a member of our team at New York Life, you'll have the opportunity to build a rewarding career while helping others achieve their financial goals and protect their future. We are seeking candidates who can answer "yes" to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? If so, you might be the perfect fit for our team! At New York Life, we provide comprehensive training, mentorship, and support to help you succeed. Whether you're transitioning from another field or looking to grow your financial services career, we offer the tools and resources you need to thrive. Join us and make a meaningful difference in the lives of those we serve, while building a career you can be proud of. Interested? Let's connect! Reach out to learn more about how you can become part of our dynamic and purpose-driven team. Please send your resume to *****************************

***Please Note: We are unable to accept student visas or OPT candidates*** As a Financial Planning Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We help our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education. Do you have interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time? Would you like to develop your leadership abilities? WE OFFER ☑️ REMOTE Opportunity - Work from Home or Anywhere with WiFi ☑️ FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out ☑️ NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, military, retail, restaurant, bilingual, etc.) THE IDEAL CANDIDATE: ☑️ Values Freedom and Flexibility ☑️ Excels at Working Independently and in a Team Environment ☑️ Likes Helping People ☑️ Entrepreneurial-Minded ☑️ Self-Starter and Good at Follow-Through ☑️ Has a personal interest in Personal Finance (even with little to no experience) ☑️ Coaching and Teaching Experience is always a plus ☑️ Great for Military Veterans and Dependents ☑️ Ideal applicant must be punctual, responsible, and able to schedule and keep appointments. Our branch office is based in the Greater Sacramento, CA area and we are expanding nationwide. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approach we provide to our clients. So in the end, they are able to make better financial decisions for their family. Bi-lingual a plus as we help clients from multiple backgrounds from all over the world. ARE YOU: ✔ethical, intentional, accountable, confident and driven to invest in your future? ✔teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ? ✔open and have desire to become licensed to help individuals, families, and businesses with practical and tactical financial strategies? MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs: ✔Commission income with no ceiling (one client may be worth up to $2,500 in compensation and another may be $20,000) Paid via 1099 ✔Residual income (paid from work done last year, every year) ✔Passive income (income from clientele group) ✔Bonuses, paid world travel, and more BASE QUALIFICATIONS: ►Minimum 18 years of age ►Legal U.S. Resident, Citizen, or Green Card with SSN (we do NOT sponsor student visas) ►Able to pass a Background Screening ►Able to complete licensing and appointment requirements within 60 days ►Accountable with high level of integrity (critical in this regulated and customer-based industry) ENVIRONMENT: ►Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). No prior certification, experience, or education is necessary.

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in {insert location}. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies', asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. What it takes A four-year college degree You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus) Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Benefits and compensation Compensation you control and a comprehensive benefits package for eligible individuals Opportunity to work jointly with senior joint-work partners and to be coached by top performers Personalized and comprehensive training and support in all areas important to building your business A work-life balance and access to a full suite of remote-work technology solutions Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY ************* member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 7283422.1 (11/24) (Exp.11/26)

At Build Your Legacy Now, we are more than a financial services company-we are a movement dedicated to empowering individuals and families to achieve financial independence and long-lasting security. Our mission is to provide individuals from diverse backgrounds with the tools and knowledge needed to build thriving financial services businesses, ensuring every family has access to the guidance they need for a secure and prosperous future. We believe financial literacy and access to personalized financial strategies should be universal. That's why we partner with aspiring financial entrepreneurs, equipping them with resources, training, and support to deliver exceptional service to their clients. By fostering a culture of empowerment, integrity, and personal growth, we aim to create a ripple effect that positively impacts not only our clients but also their communities and future generations. Through personalized, client-centered interactions, we take the time to understand where our clients are today and where they aspire to be. By bridging that gap, we help build strong financial foundations, offering peace of mind for life's most significant events. Whether it's preparing for retirement, safeguarding a family's future, or building wealth, Build Your Legacy Now is dedicated to helping clients make informed decisions and achieve their goals with confidence. At the heart of everything we do is our unwavering commitment to creating legacies that last for generations, one family at a time. Role Description: Entry Level Financial Sales Position (Remote) We are looking for a motivated individual to join our team in an Entry Level Financial Sales Position. In this fully remote role, you will connect with clients through Zoom, build meaningful relationships, and provide tailored financial solutions that empower them to achieve long-term security. As a creative problem-solver with strong analytical and interpersonal skills, you'll thrive in a fast-paced environment where trust and personalized service drive success. By fostering strong connections with clients, you'll build lasting partnerships that deliver real value for their financial futures. Key Responsibilities Conduct virtual consultations to understand clients' financial needs and goals Recommend customized life insurance and annuity solutions that align with client objectives Build and maintain long-term client relationships Use innovative thinking to address challenges and provide personalized solutions Deliver professional, client-focused service in every interaction QualificationsRequired Skills and Experience Exceptional communication and interpersonal skills Proven sales and negotiation abilities Solid understanding of financial products and services Self-motivated with the ability to work both independently and collaboratively Strong organizational and time-management skills Proficiency in Microsoft Office Suite Ability to work with diverse client needs and adapt to varying levels of financial understanding Experience in managing and nurturing client relationships over time Ability to handle objections professionally and maintain persistence in sales efforts Comfort with technology, including video conferencing tools and CRM software Additional Qualifications Detail-oriented with a focus on accuracy in documentation and processes Ability to handle confidential and sensitive information with professionalism Strong decision-making skills and ability to manage multiple tasks simultaneously Ability to work under pressure and meet sales targets A basic understanding of taxes, retirement planning, and estate planning principles is a plus Preferred Experience Active Life Producer's License Previous experience in sales or financial services, particularly in insurance or wealth management Knowledge of annuities, long-term care insurance, or other supplemental insurance products is a plus Personal Qualities Integrity, reliability, and a caring attitude A natural listener and effective communicator Ambitious, with the heart of a teacher and the vision of a leader Positive, relatable, and passionate about helping others Dedicated to making a meaningful impact Professional in appearance and demeanor A lifelong learner with a growth mindset and a desire to continually improve Compensation This position is commission-based, with competitive earning potential: Part-Time: $45,000-$60,000 (average) Full-Time: $97,000-$145,000 (average) Why Join Us? At Build Your Legacy Now, we offer: Work-life balance: You design your own schedule Competitive compensation: Unlimited earning potential Fully remote work: Conduct client meetings via Zoom Career growth: Opportunities for professional development and advancement Diverse teamwork: Collaborate with a supportive and inclusive team Company culture: Celebrate achievements with team events and gatherings If you're passionate about helping others secure their financial futures and ready to make a difference, we invite you to join Build Your Legacy Now. Let's build legacies together!

At Lemnis Capital, in alliance with Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Dallas, TX. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies', asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities We are seeking entrepreneurial-oriented individuals to join our team as a Financial Advisor. In that role, you will: Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. What it takes A four-year college degree You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus) Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Benefits and compensation Compensation you control and a comprehensive benefits package for eligible individuals Opportunity to work jointly with senior joint-work partners and to be coached by top performers Personalized and comprehensive training and support in all areas important to building your business A work-life balance and access to a full suite of remote-work technology solutions Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY ************* member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 7283422.1 (11/24) (Exp.11/26)

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners Why NM in San Antonio? In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help! Leadership Growth Opportunities in San Antonio: Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team or advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations! As a Northwestern Mutual Financial Representative/Planner: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits · Commission structure to support early development · Recurring income stream · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP , and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning and more than just a 9-5 role · Legal authorization to work in the US Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2022) · Forbes' Best Employers for Diversity (2018-2020) · Top 5 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $224 billion3 (retail investment client assets held or managed) _____________ Job Type: Full-time When you retire from the firm, you get to sell your book of business as well! Benefits: Employer funded pension AND deferred compensation plan Dental insurance Health insurance Life insurance Parental leave Disability insurance Vision insurance Matching gift program Tuition reimbursement Many other benefits on top of these as well Physical setting: Primarily in the office, with the ability to work remotely once established Schedule: Monday to Friday(you can work on weekends if you want to) Education: Bachelor's (Required) Ability to Commute: San Antonio, TX (Required) Work Location: In person

MassMutual, founded in 1851, champions the principle of living mutual to create a happier and more fulfilling life by depending on one another. The company's core values focus on collaboration and security to provide financial services that help individuals and families achieve their goals. Role Description This is a full-time hybrid role for a Financial Services Professional at MassMutual. The role is based in Warren, NJ with the option for some work from home. The Financial Services Professional will be responsible for financial planning, retirement planning, finance, communication, and providing comprehensive financial services to clients. Qualifications Financial Planning and Retirement Planning skills Finance and Financial Services experience Strong communication skills Ability to provide comprehensive financial services Excellent analytical and problem-solving skills Series 7, 63, and 65 licenses preferred Bachelor's degree in Finance, Business, or related field

Job Title: Infor CSI (Syteline) Finance Consultant Company Background Our client is a privately owned, customer-driven consultancy in the Infor Gold Channel. They provide implementation and development services to Infor CloudSuite Industrial / Syteline ERP customers, primarily in the manufacturing sector. We are pleased to announce the opportunity for an Infor CSI (Syteline) Finance Consultant position. This individual will join our excellent team of developers and consultants based at our home office in Kentucky. The position has flexibility to operate remotely if appropriate. Primary Responsibilities Lead and manage full-scale ERP implementation projects with a focus on finance and accounting modules in Infor CloudSuite Industrial / Syteline. Follow a designed methodology of stage-based project execution. Perform discovery activities to determine clients' financial and accounting requirements, including general ledger (GL) , accounts receivable (AR), accounts payable (AP), and cost accounting processes. Assist clients with designing efficient financial workflows and processes to achieve business goals with minimal system modification, applying practical knowledge and experience when appropriate. Identify gaps in financial or accounting processes and model solutions to be executed by the development team. Train users on financial functionalities within the Infor CloudSuite Industrial / Syteline system and related software. Perform conference room pilot sessions to validate all accounting and financial business processes prior to Go-Live. Support cutover and Go-Live activities, as well as post-Go-Live stabilization, with a particular focus on financial data accuracy and reporting. Actively participate in continuing education to stay apprised of the latest finance and accounting features in Infor CloudSuite Industrial / Syteline. Travel to client facilities for live sessions. Manage scope, timeline, and deliverables to ensure successful project execution. Manage/work a portfolio of multiple projects concurrently. Required Qualifications Minimum 5 years of proven experience with one or more ERP solutions. Experience with Infor CloudSuite Industrial / Syteline is required. Bachelor's degree in Accounting, Finance, Business Administration, or a related field. Demonstrated expertise in financial and accounting principles, with experience in Infor CloudSuite Industrial / Syteline modules for general ledger (GL), financial reporting, accounts payable (AP), accounts receivable (AR), and cost accounting. Ten (10) or more years of experience, with a deep understanding of finance / accounting standards and practices. Exceptional interpersonal, oral, and written communication skills. Demonstrated ability to communicate diplomatically and effectively with client staff at all levels, from accounting clerks to executive leadership. Proven experience serving as a project lead, especially for finance/accounting implementations, and motivating teams to action. Strong aptitude for technology tools and financial solutions. Demonstration of critical thinking skills and ability to analyze financial details and translate into the "big picture" view Able to work remotely and achieve results with little oversight or direction. Ability to travel up to 50% (primarily domestic, potential for some international). Compensation and Benefits Compensation is a combination of base salary plus incentive for achieving billing targets. Benefits include unlimited vacation, a full healthcare package including vision and dental, and 401K with company matching. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

Crown is a global leader in planning and implementing advanced air mobility (AAM) services, with a particular focus on urban air mobility (UAM). We bring more than three decades of experience in developing strategy, exploring concepts, assessing technologies, developing use cases, and projecting economic impacts for the National Aeronautics and Space Administration (NASA), Federal Aviation Administration (FAA), Canadian government, and state and city departments of transportation. We are looking for an exceptional new team member to join our Crown innovators working with companies and government agencies to safely advance aviation's newest frontier. We offer a competitive benefits package including matching 401K, comprehensive medical, dental, and vision plans. We have been voted one of the best places to work in the Washington DC area. We have built this reputation by hiring great people who value and support the mission of our customers. Come experience the Crown difference. Crown was voted as "One of the VA region's Top Workplaces in 2021." Job Description Crown is searching for an experienced, seasoned Financial Specialist, knowledgeable of both the customer (NASA) and the essential programmatic and financial reporting functions. It is preferred that this accomplished and highly motivated finance specialist should have government contracting or government experience. In this role, you will be responsible for leading the Program Management Office (PMO) functions related to performance measures, metrics definition, and related program-level or contract-level activities. The Finance Specialist supports the CM in developing the cost portion of TO proposals. This resource supports the PM and the DPMO in executing leases and subcontracts, implementing financial aspects, and configuring Team Crown business systems during the phase-in. The Finance Specialist role will be based 5 days a week, at Crown's headquarters office in Arlington, VA with the possibility of 1 day work from home after 3 months of employment. During phase-in, the Finance Specialist supports the Phase-In Manager in establishing all the business processes of the contract support program, including implementation and training of methods and mechanisms defined in our proposal or required by NASA. The Financial Specialist leads the development of several of the transition deliverables. The finance specialist resides in the Business Operations Office, along with the Contracts, and HR functions. This is an ideal position for a highly motivated individual who possesses strong contract finance experience combined with the desire and energy to work in a fast-paced, growth environment. Compensation: $95,000-100,000/Annually (dependent on skills and experience) + Benefits Responsibilities Responsible for the preparation, coordination, and documentation of more complex financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Identifies trends and developments in competitive environments and presents findings to senior management. May conduct special financial and business related studies and cooperates with other departments in the preparation of analyses. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Performs financial forecasting and reconciliation of internal accounts. Qualifications Bachelor's degree in Finance, Accounting, or a related field required 5+ years of finance experience supporting technical skill sets Strong relationship management skills for internal customers and subcontractor partners Government Experience Contract Finance Experience Government Contracting Finance Holds themselves to the highest standards of performance and is results-driven Candidates selected may be subject to a government background investigation and must meet eligibility requirements Additional Information Visit: *************** for additional information on our company. As a government contractor, most of Crown's positions require US Citizenship. Persons unable to complete an online application should contact Crown HR for assistance at ************** ext. 4011. Crown is a VEVRAA Federal Contractor

Join Our Team as an Established Investment Advisor Representative West Palm Beach FL! And grow your business to new heights! Are you an experienced Investment Advisor Representative with a thriving book of business? We want you to be part of our growing team! What We Offer: High Payouts: Enjoy industry-leading commission structures that truly reward your success and hard work. Client-Centric Culture: Join a firm dedicated to putting clients first, teaching and enabling you to build long-lasting relationships and elevate their financial journeys. No proprietary product, no minimums and no quotas. Professional Environment: Work in a dynamic and collaborative setting that values professionalism, integrity, and client relationships. Grow your business with motivated 30+ year Financial Advisors. Comprehensive Resources: Access cutting-edge tools, ongoing training, and support to enhance your client services and drive growth. Shared success environment. Work Locations: Work from home, our offices or an office of your choice. If you're ready to take your career to the next level in a supportive and rewarding environment, let's connect! Apply Now to explore this exciting opportunity in West Palm Beach FL! Seamlessly transition your existing client base and elevate your practice. Join First American Asset Advisory, LLC. (FAAA), a leading wealth management firm, and leverage our robust platform to seamlessly manage your book of business while accessing unparalleled growth opportunities. Contact us today to discuss your customized transition plan. Call us today at ************ or email ********************.

Ready to join the Securities Industry? Do you enjoy collaborating with members, answering questions, and educating others? Join the Financial Services and Retirement Solutions team which assists current members, plan sponsors and brokers with account maintenance, answering questions about current Life insurance or 401k policies, and planning for retirement. The Details: Start Date - 5/12/25 Location : 3 Nationwide Plaza Columbus, Ohio 43215 Hybrid work schedule(2Days in office and 3 work from home) Compensation : $19/hr ( pay increase upon conversion ) Free Parking Benefits; Medical, Dental, Vision, 401K, etc. Employer sponsored Finra study materials and exams Career mobility within a Fortune 100 organization after 1 year of service Hours of Operation: Monday - Friday: 8:00 AM - 11:00 PM. Saturday: 9:00 - 6:00; Open availability is required. Paid Training is for 7 weeks. Training hours are expected to be Monday through Friday 8am to 4:30 pm About the Job: As a Representative, you will provide extraordinary care to members, partners, plan sponsors and investment professionals. You will understand high level product/plan and regulatory requirements to analyze and resolve general account plan fees or plan inquiry questions will be key to success. Additionally, you will effectively interpret and articulate the company's marketing strategies when communicating with customers. Key Responsibilities: · Taking incoming calls from public sector participants regarding their retirement accounts. · Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc. · Building meaningful connections/relationships and engage with customers via phone inquiries · Educate and provide service to customers on products to support sales objectives · Uncover routine sales opportunities and market products to support sales objectives · Reviews, researches, and interprets records and reports to accurately make decisions · Resolves routine errors requiring corrective processing What we are looking for in a candidate: · Candidates who hunt for innovative ideas and seek feedback to continuously improve performance · A passion and drive to succeed in a fast paced environment · An engaging personality, both in person and over the phone · Someone who can easily adapt to change · A candidate who hunts for ideas and seeks feedback for opportunities to improve in their job As an ideal candidate you will have: · A completed or nearly completed bachelor's degree (preferably in Business, Communications, Economics or a related field) · Candidates interested in building a career in sales and service atmosphere with a top employer · One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc. · Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously · A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED If you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to ******************************** for consideration. I look forward to connecting!

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. · We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment · Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit · Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women's Network and “Equitable Excellence” providing 200 college scholarships annually · Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves Training and support To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs. Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP ) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Benefits and compensation Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, (NY, NY ************* member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25) skills

Magnolia Wealth Strategies is a holistic financial guidance firm that offers a full range of financial solutions for individuals, families, and businesses. The firm aims to help people secure their future, protect their loved ones, and make a positive impact in the communities where they operate. With a diverse team of over 100 financial professionals, Magnolia Wealth Strategies has the experience and knowledge to provide customized solutions to help clients prepare for their future. This is a hybrid role, candidate must be located in Louisiana, Mississippi, Alabama and Florida, or be willing to relocate. This is an opportunity to own your business, grow your own practice and scale how you want to scale. Role Description This is a full-time financial advisor role at Magnolia Wealth Strategies located in, Baton Rouge, Lafayette, New Orleans/Metairie, Mobile, AL and Pensacola, FL, with some work from home flexibility. The role will involve day-to-day financial planning, analytical tasks, finance-related activities, financial reporting, and effective communication with clients and team members. This is a commission based role, with Benefit's. Qualifications Financial Planning and Finance skills Analytical Skills Strong Communication abilities Experience in Financial Reporting Bachelor's degree in Finance, Accounting, Economics, or related field Professional certification (e.g., CFP, CFA) is a plus

Exciting Opportunity for Financial Literacy Coaches! My wife and I are expanding our office and are looking to train and mentor a select group of talented Financial Literacy Coaches to join our team remotely! With over 10 years of experience helping families both personally and professionally, we're passionate about empowering others and making a meaningful impact. If you're dedicated to improving financial education and looking for a rewarding career opportunity, we'd love to connect with you! What We Offer: Remote work flexibility Comprehensive training and mentorship A proven track record of success (10+ years helping families thrive) A chance to be part of a supportive, results-driven team If you're ready to take your career to the next level, send us your resume via email at ************************ or feel free to call/text us. Open to US Residents Only. Let's chat and see if there is a mutual interest in working together. #FinancialLiteracy #CoachingOpportunity #RemoteJobs #FinancialEducation #Mentorship #CareerGrowth

*** At Greenspring, our Core Purpose is to “improve lives by helping people make better decisions for themselves and those who depend on them” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to: Own Your Future with defined career paths and tools, coaching and support to help you create the future you want Be Part of a Great Culture where you'll be a part of a team of people who are committed to each other's success Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers The Financial Advisor is an entry-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completed and/or delegating workload to client service and financial planning specialists, while learning how to communicate financial planning principals to new and existing clients and building relationships. This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and for fostering a culture of teamwork and collaboration. Responsibilities Attend initial prospective client meetings and help with onboarding new clients into the firm Assist in the execution of client-service and operational tasks Work directly with the Financial Planning team to determine the best investment strategy for clients based on risk tolerance and goals Under the guidance of the Lead Advisors, learn how to assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies Prepare, present, and advise in client meetings (once licensed), then delegating follow up tasks to the appropriate department Specific Measures of Success Responsive to requests and resolves open tasks and inquiries Proactively eliminates obstacles before they become issues Demonstrates efficiency by leveraging firm resources and tools High degree of pride in the accuracy and quality of your work product Builds new relationships with prospects and centers of influence Industry/Business Experience 1-2 years of business experience is preferred Education Bachelor's degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred. Skills and Knowledge Base level of understanding a variety of the financial planning concepts, practices, and procedures Highly relational with clients and teammates Focused on client needs and customer service at all times A self-starter who is entrepreneurial, assertive, proactive, and independent A team player with good interpersonal skills and the ability to work collaboratively across departments Excellent oral and written communication skills Demonstrated problem-solving abilities Ability to excel in a fast-paced, changing environment Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, Tamarac, MoneyGuidePro, and Morningstar a major plus. Requirements/Additional Information Start base salary range: $60,000-$70,000, with opportunity to earn a discretionary annual bonus up to 10% of earnings The Financial Associate will be expected to obtain their Series 65 license within the first 6 months on the job. Within 2 years in the role, they should work towards obtaining their CERTIFIED FINANCIAL PLANNER™ designation. The first 90 days of employment will include an onboarding/training program After the first 90 days and with manager's approval, the Candidate may be eligible to work from home for a specified number of days per month Some periodic travel to company HQ and client meetings should be expected Greenspring is consistently ranked as one of the country's leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including: Health, Dental, and Vision Insurance Offered Health Savings Accounts 401(k) Plan with employer match and discretionary profit-sharing contributions Paid Leave & Vacation Allowance Paid Short-Term and Long-Term Disability Insurance Paid Group Life Insurance Free financial planning and investment management services Eligibility for GREEN Units (equity compensation) after 2 years with the firm Annual professional development stipend for continuing education, courses, conference attendance, etc. Cellphone Usage Reimbursement Matching Gifts Program Stand-up desks, dual computer monitors, monthly social events, and volunteer hours

Investment Banking Associate - Leveraged Finance Portfolio Management Bethesda, MD (Hybrid) This Investment Banking Associate, Leveraged Finance Portfolio Manager position is a newly created opportunity within a leading specialty finance investment bank and commercial lender. With over $50 billion in capital committed this group provides financial solutions for acquisitions, growth capital, leveraged buyouts, and refinancing to meet the needs of private equity and middle-market companies. This individual will join a team of industry professionals and will support underwriting, management of existing investment activity, capital markets, and strategic relationships with portfolio companies. Based out of the companies primary headquarters in Chevy Chase, MD this position will offer a hybrid work from home/office schedule, a base salary in the $125,000 range, a 20%-30% annual bonus, full benefits, and excellent career mobility. This is an unique opportunity for candidates with 2 or more years professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity experience to pivot into one of the regions premiere financial services firm. Candidates who meet the below criteria and functional interest are encouraged to apply for immediate consideration. Job Description Prepare investment memos, build financial models, and perform in-depth financial analysis on a regular basis. Underwrite and/or manage existing investment activity and maintain relationships with portfolio companies. Gain exposure to all areas of the business, including the financing process, syndication and capital markets activity, and legal document negotiation. Frequent interact with clients and senior management on financial strategy and performance of underlying investments, evaluate opportunities and make supported, well-informed investment recommendations. Requirements 2-4 years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity Bachelor degree in accounting, finance, or related fields of study. A strong quantitative and analytical background. Knowledge of and experience with basic accounting and financial principles is required. Excellent oral and written communication skills.

Freelance Accounting, Tax, financial adviser and consultants services online. All services are remote on a freelancer online platform for open vendor hire. Training is available, must have a fully functional smart phone and lap top or desk top computer to perform work.