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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Staff Accountant is an integral part of the Finance Department.  The Staff Accountant is responsible for recording and issuing all payments and reimbursements and accounting transactions in the Quickbooks desktop platform. This position interacts with HYP Accounting Manager/Controller and Fiscal Director, as well as administrative staff, to support the healthy financial functioning of the agency. 

ESSENTIAL FUNCTIONS:


  1. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  2. Supporting Accounting Manager/Controller in recording and allocation of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  3. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  4. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  5. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

REQUIRED EDUCATION AND EXPERIENCE:

1.  B.A. required (preferred in Accounting, finance, business, or a related field).


  1.  General office and bookkeeping/accounting experience;

  2.  Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel);

  3.  Excellent written and verbal communication skills. 

SECURITY CLEARANCE:

1. Must pass DOJ/FBI background check

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation.

EQUAL EMPLOYMENT OPPORTUNITY:

Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions.

FAIR CHANCE: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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Net Impact is currently seeking a fast-moving, highly organized, and thoughtful professional to serve as its Senior Finance Associate. The Senior Associate will partner with the Associate Director, Finance and Operations to execute all aspects of finance at Net Impact.

This is an exceptional opportunity for those who are interested in nonprofit or small business financial management and have the aspiration to develop in a fast-faced organization positioned for significant growth. The ideal candidate will be a system-oriented thinker who enjoys working with numbers, ideally with 1 to 3 years of experience in financial projections, budget management and data analysis in any industry.

At this time, Net Impact can only consider applicants with authorization to work in the United States on a permanent, full-time basis. Unfortunately we cannot provide visa sponsorship.

Major responsibilities include: 


  • Work with Associate Director to execute all finance and accounting operations including but not limited to supporting the annual budgeting process, monthly and quarterly financial projection process, restricted grant management and reporting, expense tracking, cash management, budget to actual board reporting and the annual audit

  • Produce internal financial management reports, including key financial metrics and regular reporting

  • Support Associate Director in conducting financial analysis on Net Impact’s largest initiative, Up to Us, to drive program financial efficiency and effectiveness

  • Support Associate Director in developing and managing program budgets and developing ongoing projections with staff

  • Support the preparation of the outsourced annual tax filings

  • Support the management of Net Impact system of policies, internal controls, accounting standards, and procedures and educate and assist team with the stated policies

  • Conduct ad hoc financial analysis as required and complete ad hoc projects as needed

Overall Qualifications / Requirements:

Our ideal candidate is someone who is passionate about efficiency and effectiveness, and has a background executing finance activities at a similar sized or larger organization. Direct nonprofit finance/accounting experience is preferred but not required. Candidates without nonprofit experience but has had exposure to financial projection or budget management through academics or volunteer positions in any industry are welcome to apply.


  • 1 to 3 years of experience in financial projections, budget management and/or data analysis in any industry (could be concurrent with school)

  • High standards for excellence and exceptional attention to detail

  • Proven analytic abilities, including quantitative analysis, proficiency with Excel

  • Motivated self-starter with ability to establish and meet goals and objectives

  • Shows great personal discretion and ability to maintain confidentiality on financial information

  • Deep commitment to Net Impact’s mission to inspire and equip emerging leaders to build a more just and sustainable world

To Apply

Please send the following application materials directly to careers@netimpact.org. Applications submitted via other channels or without all materials will NOT be considered. Please write your name and the title for this position (“Your name – Senior Finance Associate”) in the subject line of your email. 


  1. Thoughtful cover letter explaining your interest in the position and your qualifications

  2. Resume

  3. Salary expectations

About Net Impact

Net Impact inspires and equips emerging leaders to build a more just and sustainable world. Today’s students and emerging professionals will bring positive change to the world’s most pressing challenges. Net Impact is a leadership accelerator for these future change makers. Our programs help new leaders broaden their thinking, build their networks, and scale their impact beyond just individual actions. Simple ideas become powerful initiatives with real impact. In addition, the annual Net Impact Conference is renowned as a premier inspirational gathering for next-generation leaders who want to transform the world. With more than 400 chapters in nearly 50 countries, the Net Impact network is a diverse and determined force for good. Their local actions create ripples that reach tens of thousands of individuals and make an impact on some of the most pressing issues of our time. Please visit www.netimpact.org to learn more about our work.

Commitment to Diversity and Equal Opportunity Employment Policy

Net Impact encourages individuals of all ethnic, racial, and socioeconomic backgrounds to apply for this position. We are committed to maximizing the diversity of our organization, as we want to engage all those who can contribute to our mission and making impact.

Net Impact is committed to providing equal employment opportunities to all qualified applicants and does not discriminate on the basis of race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, parental status, genetic information or characteristics (or those of a family member) or any other basis prohibited by applicable law. 

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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Accounting Manager/Controller is an integral part of the Finance Department.  The Accounting Manager/Controller is responsible for recording all accounting transactions in the Quickbooks desktop platform, allocating expenses, and generating invoices for the agency programs.  This position interacts with HYP program directors and administrative staff to support the preparation of monthly financial statements, management reports, and grant reports.  

ESSENTIAL FUNCTIONS:


  1. Monthly close process including bank reconciliation, preparation of monthly Income Statement and Balance Sheet, and the restricting/ releasing of temporarily restricted net assets;

  2. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  3. Recording of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  4. Complete monthly allocation of expenses to restricted grants and contracts including staff salaries, benefits, taxes, and program expenses;

  5. Generate invoices and submit expenses for restricted grants and contracts;

  6. Assist in the preparation of budget and financial information for grant proposals;

  7. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  8. Oversee and manage fixed asset tracking;

  9. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  10. Support Director of Finance in preparing for annual independent audit; 

  11. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

 REQUIRED EDUCATION AND EXPERIENCE:


  1. B.A. in Accounting, finance, business or related field, required.

  2. Three years work experience in senior level accounting position preferably within a nonprofit context.

  3. Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel).

  4. Excellent written and verbal communication skills.

PREFERRED EDUCATION AND EXPERIENCE:


  1. Experience with invoicing and reporting on government grants preferred.

  2. Experience with cost allocations among multiple programs and site locations.

SECURITY CLEARANCE:


  1. Must pass DOJ/FBI background check 

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation. 

OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

EQUAL EMPLOYMENT OPPORTUNITY:Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions. 

FAIR CHANCE:Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

 

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The Billing Specialist is responsible for our billing process to ensure all bills are paid by managing customer accounts, collecting payments, and updating accounts to reflect change.

About Scott Byron & Co.:Founded in 1983, Scott Byron & Co. in Lake Bluff, IL is a leading, Chicago-area landscape firm with a long-standing reputation for creating elegant, outdoor environments for both residential and commercial properties. The company’s 250 employees design, build and maintain extraordinary environments while creating an expression of Art in Harmony with Nature. Visit www.scottbyron.com to learn more.

Responsibilities Include:


  • Prepare invoices, statements, and other documents.

  • Manage the status of accounts and balances and identify inconsistencies.

  • Issue and post bills, receipts, and invoices.

  • Update accounts receivable database with new accounts or missed payments.

  • Ensure all customers remain informed on their outstanding debts and deadlines.

  • Provide solutions to any relative problems of customers.

  • Communicate with customers and internal individuals to discuss adjustments.

  • Allocate job costing reports.

  • Ability to review errors and make accurate judgments to correct.

  • Type documents: contracts, work orders, and other documents.

Skills:


  • Experience with Sage Accounting Software

  • Proficient in Microsoft Outlook, Word and Excel (v-lookup, pivot tables, formulas, etc.)

  • Understanding of accounting concepts to be able to justify reasoning/findings to others

  • Experience with job costing.

  • Ability to monitor and collect data to accurately analyze data

  • Create documentation, financial reports and/or presentations to communicate data

  • Ability to analyze and diagnose problems

  • Work independently, with little direction

  • Excellent communication skills, written and verbal, ability to clearly communicate issues to management

  • Ability to adapt, learn quickly, and be flexible

  • Strong organization and analytical skills

Benefits:


  • Comprehensive Group Medical Coverage

  • Dental

  • Vision

  • 401(k) Savings Plan

  • Paid Holidays

  • Paid Vacation

  • Paid Life Insurance

  • Flexible Spending Account

  • Cafeteria 125 Program

  • Long Term Disability

  • Supplemental Term Life Insurance

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Title: Accountant/Financial Analyst

Summary of Job: Under the general supervision of the Accounting Manager, the Accountant performs various professional accounting support to the Finance Department.

Duties include complex accounting tasks including maintenance and analysis of accounting records, report development in the Fund EZ accounting program, analysis of programmatic expenditures and review with program managers to ensure efficient and effective use of funds, preparation of accounting schedules, reports and financial statements, preparation of journal entries and reconciliation of ledger accounts; ensuring compliance with generally accepted accounting principles and organization’s policies, procedures and contracts

The Accountant will also provide administrative support in other areas as directed by the Accounting Manager or Finance Director.

Essential Duties and Responsibilities:


  • Prepare program financial reports that compare actual results to budget and other metrics and provide any needed analysis for distribution to program managers.

  • Assist in preparation of monthly, quarterly, and annual financial statements and preparation for review by internal and external sources.

  • Work with department managers to provide support in understanding budgetary reports and assessing budget needs, and to create and enforce compliance protocols.

  • Perform standard and ad-hoc analysis to support Accounting Manager, Finance Director, and management in month-end close analysis, audits, policy compliance, taxes, annual budget process, management reporting, and other projects.

  • Manage distribution of monthly emergency services and program items. Includes distribution, reconciliation, reporting, and analysis of usage and projected needs.

  • Responsible for revenue accounting including reconciliation and review with Development Department.

  • Assist the Accounting Manager in preparation for the annual audit.

  • Work closely with Accounting Manager and Finance Director on the creation of the annual budget. This includes global budget, program budget and allocations.

  • Provide back-up support for accounts payable and receivable, petty cash, voucher disbursements, and emergency checks.

  • Gather, prepare, and/or maintain a variety of records, reports, fiscal data and confidential records. Maintain orderly files for audit purposes.

Core Competencies:

All HPP Staff are expected to meet the expectations of our Core Competencies:



  • Accountability and Reliability: Shows honesty, integrity, responsibility, initiative, and is mindful of impact on team/organization.


  • Collaboration: Participates in agency wide/cross team efforts, shares knowledge and skills, values cohesion and integrity of team.


  • Communication: Respectful, effective, proactive and willing to engage in hard conversations.


  • Continuous Learning: Seeks out new challenges, applies new skills, shows growth.


  • Professional Conduct: Clear boundaries, refrains from gossip/splitting, follows agency standards per Handbook and Policies & Procedures.

Qualifications:


  • Accounting degree strongly preferred; or a Bachelor’s degree with a minimum of 5 years related and progressive work experience in non-profit accounting.

  • Experience with Fund EZ or other enterprise level business accounting software strongly preferred.

  • Excellent analytical skills and the ability to identify trends and opportunities for efficiencies or improvements.

  • Excellent organization, prioritization, and interpersonal communication skills, service oriented behavior and ability to use good professional judgment required.

  • Ability to communicate financial concepts to non-finance staff in a constructive and collaborative manner.

  • Detail oriented.

  • Flexible; handle multiple tasks with the ability to meet critical deadlines. Ability to meet short-term and long-term goals and project deadlines.

  • Ability to work independently.

  • Experience with multi-cultural/multi-lingual populations/multi-disciplinary teams preferred.

  • Understanding of, and commitment to, social justice, and HPP’s mission and organizational values.

  • Advanced skills in PC/Word processing/database/spreadsheets systems/Fund EZ and integrating these to produce complex reports and documents.

Physical Requirements: This position requires the ability to work under stress and handle multiple project deadlines. The position may require moderate lifting.

Work Environment: Fast-paced, multi-cultural, collaborative work environment

Hours: 39 hours/week

Reports to: Accounting Manager

Directly Supervises: None

Please include cover letter with resume.

The Homeless Prenatal Program is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About HPP:

The Homeless Prenatal Program (HPP) believes every family wants to deliver healthy babies and raise healthy children in a stable and nurturing home. Seizing the motivational opportunity created by pregnancy and parenthood, HPP partners with families to help them recognize their strengths and trust in their own capacity to transform their lives. At the heart of our program is non-judgmental, supportive case management provided by Family Case Managers, the majority of whom were once HPP clients themselves. As the first agency in San Francisco to hire and promote former clients as employees, HPP is unique in that the community it serves has – from the organization’s inception in 1989 – guided its growth and evolution. HPP serves over 3,500 clients per year through supportive, holistic programs including: Prenatal Classes and Support Group, Mental Health Services, Childcare Center, Housing Assistance, Emergency Services and Case Management.

Job Type: Full-time

Salary: $65,000.00 /year

Experience:


  • non-profit: 1 year (Preferred)

  • accounting: 1 year (Preferred)

Education:


  • Bachelor's (Preferred)

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Flexible schedule

  • Parental leave

  • Professional development assistance

  • Tuition reimbursement

This Company Describes Its Culture as:


  • Outcome-oriented -- results-focused with strong performance culture

  • People-oriented -- supportive and fairness-focused

  • Team-oriented -- cooperative and collaborative

This Job Is:


  • A “Fair Chance” job (you or the employer follow Fair Chance hiring practices when performing background checks - learn more at https://start.indeed.com/fair-chance)

  • A job for which all ages, including older job seekers, are encouraged to apply

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Position Overview

The Member Accounts Specialist is responsible for ensuring that all membership systems for onboarding, billing and offboarding are working seamlessly in coordination with each other and related external systems. This position engages internal and external stakeholders to generate an accurate and timely flow of quantitative and qualitative membership data and reports to the organization. Familiarity and engagement with all stakeholders, especially members, as well as systemic view of the organization, its business and social context are key components of this position. The Membership Specialist may also be assigned with training staff, interns, and/or volunteers to fulfill special projects and mission critical tasks.The Membership Specialist is responsible for the following areas:

Member Data and Relationships Management

Responsible for maintaining the backend member and contact database and serving as the “owner” of our MRM (member relationship management) system for all coworking and office members. This includes, but isn’t limited to the following:


  • Review and maintain membership database

  • Review exception reports to maintain database integrity

  • Create membership sales strategy 

  • Create surveys about member needs, and interests

  • Work with marketing manager for sales strategy execution/logistics

Member Service and Issue Resolution

This role is responsible for resolving all billing issues and updating recurring billings for our office suite holders


  • Researching and resolving billing issues and disputes, including reconciliation of accounts receivable

  • Collection of accounts receivable

  • Contacting Nexudus Support for system issues

  • Communication with members to update declined and expired credit cards

  • Responding to hibernation and special arrangement requests from members

  • Generating and refunding invoices 

  • Proactive communication and hands-on training with members to resolve billing and online account issues in a timely manner

  • Updating and tracking of Office membership payments to ensure accuracy. 

Bookkeeping


  • Tracking and entering Events A/R 

  • Entering bills for approval and payment on a weekly basis

Reporting

This role has a key responsibility to produce metrics and membership reports for Impact Hub Oakland that are insightful and actionable, and plays a key role in providing the information needed to develop strategy and execute marketing campaigns.


  • Produce monthly reports to show an accurate and informative picture of member health and history, including new members, churn rate, billing delinquency, growth rates

Training and Documentation

This role has the responsibility to maintain documentation on our backend billing systems and ensure that key staff are trained and informed of updates and new functionality. This includes, but is not limited to:


  • Prepare and annually update procedures report, including a flow chart and descriptions of systems used

  • Train staff and interns on use of systems and documentation

About You 

You are committed to Impact Hub Oakland’s mission to connect, inspire and enable our members to create impact for a better world. In addition, you are:


  • A professional with significant experience and history as a customer service superstar, complete with an upbeat personality, excellent verbal and written communication skills, strong interpersonal skills and high social/emotional intelligence. 

  • Highly proficient in database systems, including data entry, data manipulation, building queries, and report generation

  • The ideal candidate will have a Bachelor’s degree and 2-7 years of experience as an Invoice Analyst, Financial Analyst or within a corporate Accounting function or service provider.

  • Has experience in billing & A/R collection

  • An expert in Excel, including programming formulas and spreadsheet manipulation, and generally excellent at working with numbers, spreadsheets and math.

  • Awesome at data analysis and delivering insight that can guide decision making through creating reports for a wide range of audiences.

  • Someone who takes joy in working collaboratively with your team members, and understands that it takes everyone working together to create an exceptional member's experience and a successful business.

  • Organized, detail-oriented, action-oriented, efficient adaptable and entrepreneurial. 

  • Mission-driven, self-directed, with loads of integrity and a positive attitude.

  • A creative problem solver, willing and able to work independently and collaboratively, and comfortable with responding quickly and flexibly to changing deadlines, conditions and situations

  • Experienced in training users on data systems, and documenting procedures and policies

  • Computer proficient with experience with basic computer platforms (gmail, excel, word, Google drive, etc.). Ideally has experience with Authorize.net. Easily learns new platforms and without hesitation.

Workflow & Arrangements:  25 hours per week, remote and in office (schedule tbd) with one weekly meeting in house (Monday).

Reports to: Interim CEO and CFO

To apply: To apply: Please send cover letter and resume to  david@oakland.impacthub.net and jobs@oakland.impacthub.net by 12/13/19

Impact Hub Oakland is an equal opportunity employer and places a high value on workforce diversity. We want to have the best available person in every job. Impact Hub Oakland policy prohibits unlawful discrimination based on race, color, creed, gender, religion, marital status, registered domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition including genetic characteristics, sexual orientation, or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination against a person who is perceived to have any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

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ROLE PURPOSE:

Mia’s Kitchen’s Finance Manager will work alongside Mia’s Kitchen’s Founders and Don & Sons Executive team to take the company to the next level by driving operational effectiveness and efficiency. We are seeking a talented Finance Manager with 5-7 years’ experience with leadership teams for small to mid-sized companies, with a track record of success in overseeing budgeting, general ledger, AR & AP functions, and inventory management while ensuring that accounting activities are in accordance with established legal, regulatory, and company requirements.

Our Finance Manager will be heavily involved in the corporate strategy, and be a key leader driving the evolution of Mia’s Kitchen as it moves towards leveraging its category strength and brand equity of specialty food products.

Mia’s Kitchen is at a growth stage in the company’s evolution and is seeking a Finance Manager that is excited about this growth stage and that can be an impact player in the future of the company.

PRIMARY DUTIES & RESPONSIBILITIES:

· Provide strong leadership and help build strategic vision and tactical execution to drive revenue growth, profitability, and capital efficiency.

· Ensuring a governance structure is in place to achieve sustainably effective and efficient operational execution that increases shareholder value and facilitates employee and organizational well-being.

· Accountable for all financial, accounting, purchasing, cash flow, analytics, and risk management controls and requirements of the organization.

· Leads and ensures all financial and operational planning processes. Including Strategic Planning, Annual Operating Plans, Rolling Forecasts, Sales & Operations Planning, and supporting models for Revenue/Pricing, Margin Analysis/Control, product development, costing, etc.

· Help create a platform to gain a better understanding of profitability by revenue stream.

· To support product pricing strategies, market segmentation, channel development, product innovation/development, etc.

· Consolidates and communicates financial performance updates and comments to the Executive Team, the Advisory Board and the organization.

· Collaborates with the VP of Operations to ensure procurement, manufacturing, and logistics are optimizing cost/quality/service and continuously driving improvements across all factors.

· Collaborates with marketing resources to ensure marketing investments are sound and align on key performance indicators of what successful campaigns and spends are realized. As well as ensuring margins are met.

· Collaborates with Director of Sales to ensure trade and slotting investments are delivering the aligned ROI’s.

· Ensures full compliance with all regulatory and contractual obligations, and efficient completion of the year end-end financial review and the publication of the audited consolidated financial statements.

· Establishing and maintaining relationships with financial institutions, insurance brokers, auditors, finance and legal service providers as needed.

· Keeps informed of innovations in financial and tax management thru networking and professional associations.

EDUCATION, KNOWLEDGE & EXPERIENCE:

· Bachelor's degree in accounting and at least 5-7 years progressive accounting experience. CPA or MBA is highly desirable

· Advanced knowledge of generally accepted accounting principles

· Proficiency in G/L accounting software, Quickbooks, Google Suite, Word, Excel, Microsoft Outlook

· Strong analytical skills to read and interpret variances in financial results

· A demonstrated ability to be a strong leader with the intellectual honesty, open mindedness, and rigor to defend their strategic direction and support it with data while considering the position of others.

· Accuracy, attention to detail and ability to meet deadlines while operating in a fast paced, time constrained environment

· Ability to manage multiple projects & negotiate competing priorities

· Ability to participate in making decisions and able to spend time on routine items that are mission critical

· Supervisory experience

COMPETENCIES:

· An understated confidence evidenced by approach-ability, appreciation for all levels of an organization, and a calm composure even when faced with stress or confrontation.

· A desire to lead more than manage, to coach more than supervise, and to create an environment where employees develop into competitive assets.

· A willingness to prioritize building a cohesive company & culture over individual functional success.

· Set a high standard for written and oral communication skills.

PHYSICAL:

· Must be capable of lifting to 35 pounds up and over their head

· If asked to drive a company vehicle, must have a valid California Driver’s License, be insurable by the company and be able to operate a motor vehicle safely

· Must be able to sit or stand for long periods of time

· Must be able to travel

Job Type: Full-time

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

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Position Overview

The Accounting Associate is a key member of the KIPP team and reports to the Controller. This person will assist with the day-to-day financial operations of our schools and regional office in the areas of accounting, accounts payable, financial audits, and vendor relations. Additionally, they will work with the accounting team to build a scalable and efficient financial infrastructure, provide exceptional service and support to our schools, and ensure their continued financial success.

The ideal candidate for this position will have strong organizational skills, a detail-oriented approach, and the ability to learn quickly and problem-solve. Must be an excellent communicator who enjoys working with people and is a continuous learner. This is a great opportunity to develop your skills and grow as an accounting professional. We are looking for someone who is passionate about KIPP’s mission and is eager to learn.

The Accounting Associate will be based out of our Regional Support Office (RSO) in downtown Oakland (BART accessible).

Roles and Responsibilities: Primary responsibilities include, but are not limited to, the following:

Accounts Payable


  • Approve and review the online accounts payable portal and ensure all invoices are forwarded to Concur in a timely manner.

  • Approve monthly reimbursement requests via Concur and import data to the accounting system

  • Work closely with Operations Managers and Directors at our schools to answer day-to-day accounting related inquiries

  • Follow up on vendor and reimbursement outstanding checks

  • Correspond with vendors and respond to inquiries

  • Maintains accurate vendor records in the accounting software and request W-9 forms as needed.

Year-End Closing and Financial Audits


  • Assist with semi-annually financial closing

  • Assist the accounting team during Spring and Fall on-site audit

  • Enter all prior fiscal year invoices and reimbursements

  • Gather necessary documentation for audit preparation— including checks, deposit documentation, bank statements, and invoices

  • Prepare and file annual IRS Forms 1096 and 1099

  • Manage annual unpaid use tax to CA Board of Equalization and responsible to correspond to all inquiries.

Potential Opportunities for Growth


  • Train new Operations Managers on accounting policies and procedures

  • Hold monthly RSO Concur office hours

Skills and Qualifications


  • Unquestioned integrity and commitment to KIPP Bay Area Public Schools’ mission. A firm belief that all children will learn and can achieve at high levels

  • Bachelor’s degree

  • Demonstrated experience or interest in accounting, for example— proficiency in MIP (Sage/Abila) and/or other accounting software systems; accounting work experience; or accounting degree, emphasis, and/or certification

  • Proficient in Microsoft Office (e.g. Word, Excel) and Google applications (e.g. Mail, Calendar, Docs, Drive)

  • Proficient in business writing and communication

  • Ability to set priorities in a fast-paced work environment, pay attention to detail, and multi-task

  • Articulate, professional demeanor with strong self-confidence and initiative

  • Humility and respect: eager to learn, admit mistakes, and welcomes and responds effectively to constructive feedback

Compensation

We are dedicated to you and your family’s well-being! KIPP offers a competitive salary as well as a comprehensive benefits package including medical, dental, vision, and transportation benefits.

Job Type: Full-time

Experience:


  • relevant: 1 year (Preferred)

  • accounts payable: 1 year (Preferred)

Education:


  • Bachelor's (Required)

Work authorization:


  • United States (Required)

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Parental leave

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About KIPP Bay Area Public Schools

KIPP is a non-profit network of 224 college-preparatory, public charter schools across the country educating early childhood, elementary, middle, and high school students. KIPP schools are united by a common mission, a commitment to excellence, and a belief that if we help children develop the academic and character strengths they need for college and choice-filled lives, they will be able to build a better tomorrow for themselves, for their communities, and for us all.There are currently 15 KIPP schools across the Bay Area educating nearly 6,000 students in East Palo Alto, Oakland, San Francisco, San Lorenzo, San Jose, and Redwood City and supporting over 3,000 alumni around the country. 

Position Overview

The Accounting Associate is a key member of the KIPP team and reports to the Controller. This person will assist with the day-to-day financial operations of our schools and regional office in the areas of accounting, accounts payable, financial audits, and vendor relations. Additionally, they will work with the accounting team to build a scalable and efficient financial infrastructure, provide exceptional service and support to our schools, and ensure their continued financial success.The ideal candidate for this position will have strong organizational skills, a detail-oriented approach, and the ability to learn quickly and problem-solve. Must be an excellent communicator who enjoys working with people and is a continuous learner. This is a great opportunity to develop your skills and grow as an accounting professional. We are looking for someone who is passionate about KIPP’s mission, and is eager to learn.The Accounting Associate will be based out of our Regional Support Office (RSO) in downtown Oakland (BART accessible).

Roles and Responsibilities: Primary responsibilities include, but are not limited to, the following:Accounts Payable


  • Approve and review online accounts payable portal and ensure all invoices are forwarded to Concur in a timely manner.

  • Approve monthly reimbursement requests via Concur and import data to accounting system

  • Work closely with Operations Managers and Directors  at our schools to answer day-to-day accounting related inquiries

  • Follow up on vendor and reimbursement outstanding checks

  • Correspond with vendors and respond to inquiries

  • Maintains accurate vendor records in the accounting software and request W-9 forms as needed.

Year-End Closing and Financial Audits


  • Assist with semi-annually financial closing

  • Assist accounting team during Spring and Fall on-site audit

  • Enter all prior fiscal year invoices and reimbursements

  • Gather necessary documentation for audit preparation— including checks, deposit documentation, bank statements, and invoices

  • Prepare and file annual IRS Forms 1096 and 1099

  • Manage annual unpaid use tax to CA Board of Equalization and responsible to correspond to all inquiries.

Potential Opportunities for Growth


  • Train new Operations Managers on accounting policies and procedures

  • Hold monthly RSO Concur office hours

Skills and Qualifications


  • Unquestioned integrity and commitment to KIPP Bay Area Public Schools’ mission. Firm belief that all children will learn and can achieve at high levels

  • Bachelor’s degree

  • Demonstrated experience or interest in accounting, for example— proficiency in MIP (Sage/Abila) and/or other accounting software systems; accounting work experience; or accounting degree, emphasis, and/or certification

  • Proficient in Microsoft Office (e.g. Word, Excel) and Google applications (e.g. Mail, Calendar, Docs, Drive)

  • Proficient in business writing and communication

  • Ability to set priorities in a fast-paced work environment, pay attention to detail, and multi-task

  • Articulate, professional demeanor with strong self-confidence and initiative

  • Humility and respect: eager to learn, admits mistakes, and welcomes and responds effectively to constructive feedback

Compensation

We are dedicated to you and your family’s well-being! KIPP offers a competitive salary as well as comprehensive benefits package including medical, dental, vision, and transportation benefits.

How to Apply 

Please submit a cover letter and resume by clicking the link below.

https://jobs.jobvite.com/kippbayarea/job/oMNSafwl 

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Organizational Overview

RDA is a woman owned consulting firm whose mission is to strengthen government and nonprofit efforts to promote social and economic justice for vulnerable populations. We embrace this mission as a staff and as individuals, both through our work and in our lives. Our commitment to social justice transcends our titles and our job descriptions.

We provide consultation to city, county, and state agencies and non-profit organizations through the provision of planning, evaluation, resource and organizational development, data analysis, facilitation, and training and technical support.  Our efforts are aimed at addressing persistent social, health and economic problems of populations served by public agencies.  Learn more about our mission, services, and strengths-based approach to our work at www.resourcedevelopment.net.

 

Position Overview

The Business Operations Associate will work as a member of the Operations Team and will coordinate the organization’s client invoicing and contracting processes. The Business Operations Associate will work closely with RDA’s Directors, Director of Finance, Talent and Operations, and other staff to ensure efficient systems and processes are in place to support the organization’s bottom line.  This person should be a self-directed quick learner with demonstrated ability to be an effective, efficient and positive team member. This is a full-time, exempt mid-level position.  

 

Responsibilities

Invoicing:


  • Work with Operations team to prepare and track monthly invoices using Unanet (an integrated accounting and project management system) and ensure invoices are submitted to clients in a timely manner 

  • Track all contract guidelines as related to invoicing and ensure compliance (including but not limited to tracking expenses, client invoice system management, and supplemental form preparation)

Contracts and Subcontractors:


  • Work closely with Project Delivery and Operations staff, providing quality assurance and project set up in Unanet

  • Support Project Managers during contract negotiations as needed and coordinate timely contract execution

  • Develop contract management tracking system in Unanet and manage client contract files 

  • Coordinate subcontractors including contracting, invoicing, and set up in Unanet

  • Work with Operations team to acquire necessary insurance documentation and form completion

Practice Support: 


  • Arrange staff travel and other project expenses according to contract guidelines

  • Assist Practice Directors with meeting coordination and set up

  • Continuously improve and update documentation and systems

  • Other practice and project support duties and responsibilities as needed 

 

Minimum Qualifications


  • Minimum 5 years of experience as Accountant, Bookkeeper, or Administrative Project Manager 

  • Experience with invoicing utilizing electronic accounting systems and demonstrated ability to learn new systems

  • High level of integrity, responsibility and attention to detail

  • Demonstrated experience using Unanet preferred 

 

Employee Benefits


  • Generous vacation and sick leave

  • RDA sponsored life and AD&D insurance

  • 401k, with RDA discretionary match after 2 years of employment

  • 100% RDA sponsored health, dental, and vision insurance

  • RDA sponsored long and short-term disability insurance

  • Pre-tax flexible spending accounts for medical, dependent care, and transit and parking expenses

 

To Apply:  Please send cover letter and resume to careers@resourcedevelopment.net with the subject line “Business Operations Associate”. This job will remain open until filled.  No phone calls please.  RDA appreciates each application it receives, but due the volume of responses for positions at RDA, only candidates who best fit the needs of the organization will be contacted.

As an equal opportunity employer, RDA is committed to equity and inclusion. Candidates from all backgrounds and experiences are encouraged to apply.

 

 

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Seeking top talent with a history of success to join our Washington DC firm, K Street Financial Group partnered with Northwestern Mutual, via a Financial Advisor or Associate Advisor development path. Our practice is expanding and we are selectively attracting and developing high-quality individuals with integrity, professionalism and a commitment to growth. A background in finance is not a prerequisite. We would welcome the opportunity to connect with any interested parties who are looking for an interpersonal career that has high fulfillment and high rewards. A unique opportunity for the right person. www.kstreetfinancialgroup.comkurt.rupprecht@nm.com


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Job Description


 Financial Professional – Support Advisor


Schmocker Financial Services is seeking a full-time support advisor to join our growing firm.  We are a well-established, service-oriented financial advisory firm providing an array of investment, insurance and retirement services. Our office is located in La Crosse and provides a comfortable, professional work environment. 


Summary of responsibilities




  • Operations Support – Oversee account maintenance, ensure the accuracy of transactions, act as a liaison with the broker/dealer, provide research and analysis, and ensure compliance with all relevant rules and regulations


  • Advisor Support – Assist the firm’s advisors in maintaining their book of business by attending client meetings and providing support through analysis, recommendation, implementation, and money management expertise


  • Client Support – Work directly with a select group of the firm’s existing clients, including answering incoming requests, preparing for and conducting client review meetings, and researching new products to meet client goals.  You will not be required to build your own book of business.


Principal responsibilities



  • Conduct and participate in client review meetings to gather and analyze data, provide service, and identify solutions

  • Manage and maintain all aspects of client portfolios including model changes, asset allocation, holding selection, performance, and account rebalances

  • Execute all client trades and trade requests

  • Process all client requests for distributions

  • Review and analyze client and prospect statements and portfolios

  • Assist advisors and administrative staff with client service, questions and research

  • Respond to client inquiries to satisfactorily address their questions and concerns

  • Meet with product vendors

  • Research new products and services that will enhance client relationships or fulfill clients’ needs

  • Develop comprehensive understanding of our broker/dealer’s tools and resources

  • Oversee all areas of compliance

  • Prepare various client and firm reports

  • Facilitate client events and seminars

  • Prepare annual RMD calculations

  • Perform capital gain and cost basis calculations

  • Develop comprehensive understanding of firm software and technology

  • Market the firm to a specific niche and target prospects on an ongoing basis

  • Create a business and marketing plan annually and monitor throughout the year; offer suggestions to help the firm grow, improve, and evolve

  • Comply with all FINRA, SEC, and broker/dealer compliance regulations; satisfy continuing education requirements

  • Delegate follow-up client work to other members of the firm


Required knowledge/skills/competencies



  • BA/BS degree, preferably in finance, economics, or business administration

  • FINRA Series 7, 63, and 65 or 66 registrations preferred

  • 3+ years of experience in the financial services industry

  • Excellent knowledge of and ability to explain investment and financial planning concepts, products and terminology

  • Excellent people skills, including active listening, effective communication, and professional, knowledgeable demeanor

  • Detail-oriented; strong math, decision-making, and analytical skills

  • Technical aptitude, including strong PC, Internet, and software skills

  • Proficiency with computer programs, including MS Office (particularly Excel)

  • Ability to break down complex objectives into discrete steps and tasks to facilitate successful implementation

  • Ability to establish rapport with clients and coworkers


We offer a competitive salary and a comprehensive benefits package.  To apply, please send your cover letter and resume by email or by mail to Schmocker Financial, 700 N 3rd St, Suite 203, La Crosse, WI 54601.



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We are currently interviewing experienced Financial Advisors who want to spend more time face to face with clients, and less time prospecting to find new ones. Our Financial Advisors work as part of a team and are primarily responsible for working with existing clients and delivering client-centered advice in all areas of financial planning and investment management, both in-person and virtually.


Although a salaried based position, which is central to our philosophy of providing our clients with objective, unbiased advice, and guidance, our advisors have unlimited income potential through our revenue sharing and performance bonus programs. 

 

Qualifications:

 


  • Minimum 1+ years of experience in financial services sales or a new business development role

  • Must be willing to obtain CFP designation within 3 years of hire. Current CFP certificants a plus.

  • Bachelor’s degree required. 

  • Life, A&H Licensed, Series 65 (66) and 7 FINRA Registrations Required (will sponsor)

  • Tech savvy, comfortable conducting virtual meetings using Join.me, GoToMeeting, etc.

  • Self-motivated to succeed through perseverance, resilience, and grit

  • Concise, confident and engaging communication skills

  • You are outgoing and not afraid to get on the phone and make things happen

  • Very organized with strong attention to detail, analytical and problem-solving skills

  • High standards of professionalism, ethics, and integrity

 

 

Primary Responsibilities:

 

  • Expand and grow existing client relationships of the firm, while also Initiating new client relationships through effective sourcing, networking, capitalizing on referrals, local market, and community involvement, conducting educational workshops and webinars, and utilizing LinkedIn to generate awareness of the firm’s capabilities and garner new client engagements


  • Meet with clients in-person, or remotely, and determine client’s planning and investment needs while properly demonstrating the benefits of the firm’s fee-based planning and investment solutions


  • Recommending investment strategies, risk management products, and planning services that are suitable based on the client’s specific needs, risk tolerance, and planning objectives


  • Attain designated business goals as an individual and as a productive member of the team


  • Develop long-term client relationships through the ongoing delivery of client-centered financial advice, pro-active review meetings, and through highly responsive and impeccable client care

 

  • Keep current on the financial markets, cryptocurrencies, economic conditions, financial planning topics, tax law changes etc., impacting the advice being offered

_______________________________________________________________________________


Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills or be inclusive of all aspects of the position.

 

Securities through Triad Advisors, LLC, Member FINRA, SIPC. Advisory services offered through Finivi Inc. a Registered Investment Advisor. Finivi is independent of Triad Advisors, LLC. Finivi is strongly committed to diversity and equal opportunity. 


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SYM Financial Advisors

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. We specialize in portfolio management and wealth management for high net worth families, foundations, and not-for-profit organizations, as well as retirement plan management for small to mid-size businesses. Our client service teams include over 50 motivated and experienced professionals in five locations in Indiana and Michigan. We work with over 1,000 clients, overseeing nearly $2.5 Billion of investable assets. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate for our clients to help them achieve their vision of financial success.


Job Summary

Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. As a Financial Advisor, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. A successful candidate will formulate, implement and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight.  


Duties and Responsibilities


  • Manage relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives

  • Deliver exceptional client-focused customer service in all aspects of financial plan development, execution and management

  • Oversee and monitor individual investment portfolios while ensuring alignment with client goals and objectives

  • Develop and cultivate a robust referral network that creates consistent new business opportunities

  • Consult with attorneys, accountants and other advisors on financial, estate and tax planning

  • Develop and/or deliver educational presentations to clients and staff


Qualifications


  • Bachelor’s Degree from an accredited college or university; CFP designation strongly preferred

  • 7 – 10 years of client experience strongly preferred

  • Financial planning /wealth management / qualified plan acumen, experience preferred

  • Strong business development and client service skills

  • Excellent listening, written and verbal communication skills

  • Ability to manage multiple projects and deadlines with a keen attention to detail

  • A team player, with strong coaching and leadership skills

  • Desire /ability to work successfully in a small company environment

  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and account management software 


Salary and Benefits

Pay / benefits are competitive based on industry standards.


  •  Salary will be based on experience. Performance reviewed 90 days from date of hire. Thereafter, performance is informally reviewed each calendar quarter and formally reviewed at year end.

  • Incentive compensation

  • Consideration may be given for existing book of business

  • Benefits include paid time off, volunteer time off, health care, 401(k), life and long term disability insurance

  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities


Working Environment

This position requires an average of 45+ hours per week to perform. Consistent attendance is required. Because of frequent contact with clients, appropriate manner, conduct, and grooming needed. The working environment is smoke-free.


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Job Description


This position provides administrative support to the financial advisor of a rapidly growing wealth management practice, interfacing with clients and maintaining operating efficiency with paperwork and software programs.


Principal responsibilities:



  • Complete all forms correctly and submit them within one business day

  • File client statements, correspondence, and agreements so that all client filing is completed within five business days

  • Prepare paperwork, reports and statements for client meetings

  • Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work weekly

  • Handle phone calls and e-mails from clients, when appropriate; transfer to advisor, whee required

  • Handle advisors needs proactively

  • Update and maintain CRM systems

  • Manage the administrative functions of the rapidly growing 401(k) side of the practice, including generating proposals, running reports, sending mailings and keeping participants informed of changes

  • Leverage the vast support staff and technology interface offered by Commonwealth Financial Network, our Broker Dealer

  • Make recommendations to systematize and improve office functioning


Required knowledge/skills/competencies:



  • High attention to detail

  • Two years of experience in financial services

  • FINRA Series 7 securities registration

  • Demonstrated ability to work in fast-paced environment

  • Superior organizational skills

  • Sufficient patience to do repetitive work correctly

  • Ability to fill out forms exactly

  • Proficiency in MS Office Suite (e.g., Word, Excel)

  • Ability to follow directions exactly



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At Wipfli Financial, we see things differently. We're a CPA-based financial advisory firm, and our clients' needs extend far beyond the confines of traditional financial planning and investment management.


As Financial Advisor, you will play an important role in delivering the personalized service that lays the foundation for everything we do. You will:



  • Be an integral member of our Regional Advisory Team, providing financial planning and investment advisory services to clients of all ages and stages of wealth.

  • Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation.

  • Develop and deliver financial plans and implement investment strategies.

  • Collaborate with other tax, legal and insurance professionals to cover your clients' entire financial road map and ensure they're on track to achieving their goals.

  • In time, develop new client relationships and generate revenue for the Region.


Are You the Right Fit?


You're our ideal candidate if:



  • You're a CFP looking for the opportunity to work on a team with other professionals to provide planning, investment, tax, insurance and other related services, always acting in the best interest of your clients.

  • You're passionate about helping people. You take pride in helping people understand their financial issues and find the best solutions to suit their needs. You do whatever it takes to ensure they're having the best experience possible.

  • You're a master collaborator. You thrive when you're part of a team and truly enjoy working with others. You consistently follow through on projects and stay on task.

  • You're motivated and driven. You volunteer for new challenges, and you're committed to your professional growth.


To land this job, you will need to have previous experience within the financial services industry (a minimum of three to five years is preferred) and hold the Certified Financial Planner (CFP®) designation. Previous experience in tax (a CPA license is great) is definitely a plus.


What Do We Do?


We ensure that our clients are prepared to make smart financial decisions, at every stage of their lives.


Whether they're preparing for life after their business or protecting the legacy they've worked so hard to build, our clients require comprehensive planning, resources and expertise to make their goals a reality.


That's where we come in. As a CPA-based financial advisory firm, we have always taken a tax-aware approach to planning and investing, focused on helping our clients keep more of what they earn for the long term. We strive to create lasting relationships and provide constant, dedicated support, all while keeping our clients' best interests at the forefront.


What Do We Offer?


Our personalized approach is a theme that also translates into our company culture. We're committed to supporting the personal and professional growth of our team members, while maintaining a positive, encouraging working environment. At Wipfli Financial, you'll have access to a comprehensive benefits and perks package, which includes a 401(k) plan with a generous employer contribution, competitive health insurance options, an exceptional PTO program, educational assistance and more.


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SYM Financial AdvisorsSYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. We specialize in portfolio management and wealth management for high net worth families, foundations, and not-for-profit organizations, as well as retirement plan management for small to mid-size businesses. Our client service teams include over 50 motivated and experienced professionals in five locations in Indiana and Michigan. We work with over 1,000 clients, overseeing nearly $2.5 Billion of investable assets. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate for our clients to help them achieve their vision of financial success.Job SummaryDeveloping and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. As a Financial Advisor, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. A successful candidate will formulate, implement and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. Duties and ResponsibilitiesManage relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectivesDeliver exceptional client-focused customer service in all aspects of financial plan development, execution and managementOversee and monitor individual investment portfolios while ensuring alignment with client goals and objectivesDevelop and cultivate a robust referral network that creates consistent new business opportunitiesConsult with attorneys, accountants and other advisors on financial, estate and tax planningDevelop and/or deliver educational presentations to clients and staffQualificationsBachelor’s Degree from an accredited college or university; CFP designation strongly preferred7 – 10 years of client experience strongly preferredFinancial planning /wealth management / qualified plan acumen, experience preferredStrong business development and client service skillsExcellent listening, written and verbal communication skills Ability to manage multiple projects and deadlines with a keen attention to detailA team player, with strong coaching and leadership skillsDesire /ability to work successfully in a small company environmentProficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and account management software Salary and BenefitsPay / benefits are competitive based on industry standards. Salary will be based on experience. Performance reviewed 90 days from date of hire. Thereafter, performance is informally reviewed each calendar quarter and formally reviewed at year end.Incentive compensationConsideration may be given for existing book of businessBenefits include paid time off, volunteer time off, health care, 401(k), life and long term disability insurancePartial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunitiesWorking EnvironmentThis position requires an average of 45+ hours per week to perform. Consistent attendance is required. Because of frequent contact with clients, appropriate manner, conduct, and grooming needed. The working environment is smoke-free.


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Do you enjoy helping people?

Are you goal oriented and independent?

Are you competitive and leadership driven?

Would your peers say you are coachable?

Can you build trusting relationships with clients?

Are you tired of Corporate America?


If you answered YES to any of these questions, the opportunity at Securian Financial Advisors of ND may be for you.

 

As a financial advisor at Securian Financial Advisors of ND, you’ll have a business without limits. You’ll use your talents to your greatest potential.

 

Securian Financial Network is made up of advisors in independent firms, like Securian Financial Advisors of ND, nationwide.

 

Through the Securian and Securian Financial Advisors of ND relationship you’ll receive outstanding support and training provided by our Advisor Development Program. This four and half year paid training program aims to provide you with the skills, support and financing necessary to build a thriving book of business, which you will personally own.

 

As a Financial Advisor at Securian Financial Advisors of ND you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can:


Help people and businesses become financially secure. Make an impact by inspiring others to take action.


Earn unlimited income. There are no caps on how much you can make at Securian Advisors of ND.


Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule.


Be a lifelong learner. Financial services are constantly changing and you can be part of a dynamic, always evolving industry.


Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss.

 

Securian Financial Advisors of ND advisors have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP®) certification.

 

Who we are seeking:

•Someone with excellent interpersonal skills and sales abilities

•Someone who believes in financial products and services

•Someone who demonstrates determination and commitment

•An entrepreneur who takes pride in his or her work


Preferred: (but not required)

•Prior sales success

•Leadership experience

•Solid understanding of the fee based financial planning process and needs analysis

•FINRA Series 7 & 66 registrations

•State Insurance License – Life and Health


We cater to each individual and will customize a package based on experience.


FOR EXPERIENCED ADVISORS:

•Competitive payouts

•Benefits (i.e., 401k with a 4% match, subsidized medical, dental, vision, disability and E&O)

•Dedicated transition support

•Vast array of broker dealer & investment advisory platforms

•Succession planning


FOR INEXPERIENCED ADVISORS:

•Training which includes:

•Paid apprenticeship and a 48 month paid Residency

•Benefits (i.e., 401k with a 4% match, subsidized medical, dental, vision, disability E&O)

•Mentor relationships

•Product specialist support


Securian Financial Advisors of ND is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their fee based financial planning practice and develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today or contact our recruiting team, 701-663-8401, to learn more.

 

Becoming a Financial Advisor at Securian Financial Advisors of ND is not just another job; it’s a rewarding, lifelong career.

 

Securities and Investment Advisory Services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Securian Financial Advisors of ND, Inc. is independently owned and operated. Securian is a trademark of Securian Financial Group, Inc. and it has been licensed for use by Securian Financial Advisors of North Dakota, 4431 Memorial Highway, Mandan, ND 58554. 2335779 12/2018


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Job description Consistent organic growth has led us to seek out motivated professional to make an impact as part of our highly talented team. We are seeking a passionate CFP(r) with excellent people and communication skills to join our comprehensive financial planning and investment advisory team. Our wealth management firm has a growing base of “fee only” high net worth clients who we serve on a continuous basis. We nurture relationships by working with clients and guiding them through their financial life as well as respond to changes in their lives by building an individualized plan that is right for them. The ideal candidate for this position wants to be part of a successful, tight-knit wealth management team. You have client-facing experience and are dedicated to continuing development of your financial planning and investment management skills. A commitment to being a fiduciary and providing the highest standard of client service are essential. The planner will manage the day-to-day relationships for several clients of the firm. Responsibilities include:· Provide wealth management services under the direction of the CEO to high net worth individuals, working collaboratively to create deliverables and anticipate client needs.· Under the supervision of the CEO, gain thorough understanding of clients’ financial lives and proactively identify challenges or opportunities for clients to achieve their goals· Work with other team members to ensure action items are completed in a timely manner and clients receive consistent high-quality service.· Initial responsibilities include supporting senior advisory team, learning and becoming an integral part of our wealth management culture. Desired Skills A successful candidate will be hard working, detail oriented, organized and a problem solver with strong communication skills. Strong proficiency with Microsoft Office and the ability to adapt to new technology and procedures are crucial. The candidate should enjoy working in a team environment but also must be able to work independently. Highest degree of professionalism, integrity and honesty required. Qualifications and Desired ExperienceThe candidate should have a four-year degree in Accounting or Finance and at least 5-10+ years of relevant experience, with some being client-facing. CFP certification and/or other professional designations desirable. Must have transportation as our office is located in Wellesley, MA (no public transportation)PLEASE SUBMIT RESUME AND SALARY REQUIREMENTS TO RECRUITING@NEPWEALTH.COM


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Seeking top talent with a history of success to join our Washington DC firm, K Street Financial Group partnered with Northwestern Mutual, via a Financial Advisor or Associate Advisor development path. Our practice is expanding and we are selectively attracting and developing high-quality individuals with integrity, professionalism and a commitment to growth. A background in finance is not a prerequisite.

 

We would welcome the opportunity to connect with any interested parties who are looking for an interpersonal career that has high fulfillment and high rewards. A unique opportunity for the right person. 

 

www.kstreetfinancialgroup.com

kurt.rupprecht@nm.com


http://www.kstreetfinancialgroup.com/disclosures


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At Wipfli Financial, we see things differently. We're a CPA-based financial advisory firm, and our clients' needs extend far beyond the confines of traditional financial planning and investment management.


As Financial Advisor, you will play an important role in delivering the personalized service that lays the foundation for everything we do. You will:



  • Be an integral member of our Regional Advisory Team, providing financial planning and investment advisory services to clients of all ages and stages of wealth.

  • Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation.

  • Develop and deliver financial plans and implement investment strategies.

  • Collaborate with other tax, legal and insurance professionals to cover your clients' entire financial road map and ensure they're on track to achieving their goals.

  • In time, develop new client relationships and generate revenue for the Region.


Are You the Right Fit?


You're our ideal candidate if:



  • You're a CFP looking for the opportunity to work on a team with other professionals to provide planning, investment, tax, insurance and other related services, always acting in the best interest of your clients.

  • You're passionate about helping people. You take pride in helping people understand their financial issues and find the best solutions to suit their needs. You do whatever it takes to ensure they're having the best experience possible.

  • You're a master collaborator. You thrive when you're part of a team and truly enjoy working with others. You consistently follow through on projects and stay on task.

  • You're motivated and driven. You volunteer for new challenges, and you're committed to your professional growth.


To land this job, you will need to have previous experience within the financial services industry (a minimum of three to five years is preferred) and hold the Certified Financial Planner (CFP®) designation. Previous experience in tax (a CPA license is great) is definitely a plus.


What Do We Do?


We ensure that our clients are prepared to make smart financial decisions, at every stage of their lives.


Whether they're preparing for life after their business or protecting the legacy they've worked so hard to build, our clients require comprehensive planning, resources and expertise to make their goals a reality.


That's where we come in. As a CPA-based financial advisory firm, we have always taken a tax-aware approach to planning and investing, focused on helping our clients keep more of what they earn for the long term. We strive to create lasting relationships and provide constant, dedicated support, all while keeping our clients' best interests at the forefront.


What Do We Offer?


Our personalized approach is a theme that also translates into our company culture. We're committed to supporting the personal and professional growth of our team members, while maintaining a positive, encouraging working environment. At Wipfli Financial, you'll have access to a comprehensive benefits and perks package, which includes a 401(k) plan with a generous employer contribution, competitive health insurance options, an exceptional PTO program, educational assistance and more.


See full job description

Job Description


We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


We are seeking a focused, smart human being to come into our firm as a Personal CFO Associate. It is a critically important role on the advisory team. You support the firm’s Personal CFOs. Most of the day-to-day responsibilities are detailed below. You’ll be on the front lines of client financial lives. You must have attained or be pursuing your CFP designation.


Summary of the key responsibilities of the position:



  • Execute meeting preparation requirements for client Comprehensive Financial Reviews . Participate in reviews and document client financial concerns, issues and goals as well as address action items resulting from financial review under the direction of the Personal CFO.

  • Maintain for each client relationship all ‘Profiles’ (e.g., Personal, Professional, Financial Position, Protection, Retirement, Tax, Estate, et al.) within the firm’s proprietary CRM.

  • Prepare proposal illustrations specific to protection planning solutions—disability, health, life, and long-term care insurance.

  • Maintain, in collaboration with Personal CFOs, a ‘select list’ for disability, health, life, and long-term care insurance solutions.

  • Prepare Investment Policy Statements (IPS) in collaboration with Portfolio Administrator.

  • Actively monitor in collaboration with Client Administrator CRM ‘Open Activities’ specific to advice development, presentation, and implementation. Present ‘past due’ or priority conflicts to Personal CFO.

  • Maintain for each client relationship a clear and concise ‘Activity History’.

  • Construct and maintain workflow process (e.g., preparation steps for Client Financial Review in firm’s proprietary CRM).

  • Manage client financial documentation storage solution in accordance with compliance requirements.

  • Administer ongoing process for monitoring client progress toward achievement of financial goals.

  • Proactively advocate and manage the effectiveness and efficiency of the firm’s financial planning process (i.e., financial analysis software, financial solution presentation reports, and investment policy statements).

  • Identify process inefficiencies in the development, design and documentation of comprehensive financial advice delivered either through a new client presentation of a comprehensive personal financial plan or as part of an ongoing client financial advisory relationship. Develop efficiency solutions for presentation to General Manager.

  • Identify optimal financial planning software integration and utilization in the development of comprehensive personal financial plans and monitoring of client progress toward achievement of financial goals. Present optimization solutions to General Manager.

  • Promote the effective and efficient utilization of financial plan design and financial review processes and technology adopted by the firm.

  • Promote the optimal application of systems and technology across functions and teams.

  • Promote continuing enhancements to the graphic presentation of financial advice.

  • Actively monitor and research financial product and technology developments specific to the financial advisory profession to support appropriate client advice strategies and business process optimization.

  • Actively pursue continuing education opportunities that promote and reinforce ‘quality of advice’ and ‘quality of firm’ best practices.

  • Promote individual and team adherence to compliance policies and procedures.

  • Adhere to the firm’s cultural values, ethical standards, and professional competencies.


Required qualifications for this role include:



  • Bachelor's degree in Finance, Accounting, Economics or Marketing

  • Must have or be pursuing the CFP designation

  • 2-3 years of financial planning industry experience

  • Understanding of FINRA, NASD, and SEC Rules and Regulation

  • Analytical and research skills

  • Strong computer skills

  • Demonstrated customer service experience


Working as a key member of our advice team, you will enjoy company benefits that include paid vacation, health care, disability insurance, retirement plan and profit sharing, paid professional dues and the opportunity for performance-based incentive compensation.


Company Description

We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


See full job description

Job Description


Associate Financial Advisor


Lincoln Financial Advisors – Virginia Beach, VA


Advisor Based Sales Channel


Could your Financial Planning practice benefit from having additional market access?


This business opportunity involves working with an advisor who has established clients in the retirement plan space in the Virginia Beach, VA area. We are looking for the right individual who wants to own their own business and build a practice focused on turning customers into financial planning clients with a ‘serve first’ philosophy.


We are looking for an experienced advisor with a minimum of 1-2 years in the business who has mastered the basics, embraces world-classs standards, and is ready to take their practice to the next level.


The right candidate:



  • Desires to move beyond the basics of financial advice towards a client-centric holistic approach to wealth management, being a consultant and not just a money manager

  • Has the ability to help clients feel comfortable with investment strategies and terminology before implementing and monitoring their plans

  • Is a team player, self-motivated, and strategic thinker that is passionate about the clients they serve, and

  • Pursues excellence, takes responsibility for one’s action, and is trustworthy.

  • Has previous industry experience providing advisory services to individuals


Our overriding philosophy — the one that distinctively defines the way we do business — is "Serve First, Last and Always". Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust — these are the key qualities of "Serve First". And these are the commitments we make to you when you choose us.


Committed to providing outstanding personal service, we utilize a team approach, anchored by highly skilled professionals. You'll enjoy the support of local, regional, and national resources including financial planning, case design, marketing, technology, education, and national market access opportunities. And you'll have the option to be housed in a Lincoln branch with a full benefits package including health, medical, disability, 401(k), and much more.


Lincoln Financial Advisor’s oldest affiliate has been in this business for over 100 years, and in that time, we've built a solid reputation on honesty and integrity. We've also developed a firm idea of what you need to know and have on hand to be successful. Become a part of our firm, and what's ours… is yours. We want to see you — and your clients — succeed.


Description:


Qualifications:



  • Previous industry experience providing advisory services to individuals - minimum 1 year

  • Proficiency in MS Office, experience with software planning tools

  • Licenses and Registrations: FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.

  • Certifications and designations such as CFP® or CRPC are a plus

  • Knowledge of 403(b), 401(k) and 457 employer-sponsored plans a plus


 


 


Securities and investment advisory services offered through Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Supervising office: Lincoln Financial Advisors Corp., 3000 Executive Parkway, Suite 400, San Ramon, CA 94583 (925) 659-0300


Company Description

Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.


See full job description

At Wipfli Financial, we see things differently. We're a CPA-based financial advisory firm, and our clients' needs extend far beyond the confines of traditional financial planning and investment management. As Financial Advisor, you will play an important role in delivering the personalized service that lays the foundation for everything we do. You will: Be an integral member of our Regional Advisory Team, providing financial planning and investment advisory services to clients of all ages and stages of wealth. Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation. Develop and deliver financial plans and implement investment strategies. Collaborate with other tax, legal and insurance professionals to cover your clients' entire financial road map and ensure they're on track to achieving their goals. In time, develop new client relationships and generate revenue for the Region. Are You the Right Fit? You're our ideal candidate if: You're a CFP looking for the opportunity to work on a team with other professionals to provide planning, investment, tax, insurance and other related services, always acting in the best interest of your clients. You're passionate about helping people. You take pride in helping people understand their financial issues and find the best solutions to suit their needs. You do whatever it takes to ensure they're having the best experience possible. You're a master collaborator. You thrive when you're part of a team and truly enjoy working with others. You consistently follow through on projects and stay on task. You're motivated and driven. You volunteer for new challenges, and you're committed to your professional growth. To land this job, you will need to have previous experience within the financial services industry (a minimum of three to five years is preferred) and hold the Certified Financial Planner (CFP®) designation. Previous experience in tax (a CPA license is great) is definitely a plus. What Do We Do? We ensure that our clients are prepared to make smart financial decisions, at every stage of their lives. Whether they're preparing for life after their business or protecting the legacy they've worked so hard to build, our clients require comprehensive planning, resources and expertise to make their goals a reality. That's where we come in. As a CPA-based financial advisory firm, we have always taken a tax-aware approach to planning and investing, focused on helping our clients keep more of what they earn for the long term. We strive to create lasting relationships and provide constant, dedicated support, all while keeping our clients' best interests at the forefront. What Do We Offer? Our personalized approach is a theme that also translates into our company culture. We're committed to supporting the personal and professional growth of our team members, while maintaining a positive, encouraging working environment. At Wipfli Financial, you'll have access to a comprehensive benefits and perks package, which includes a 401(k) plan with a generous employer contribution, competitive health insurance options, an exceptional PTO program, educational assistance and more.


See full job description

We are currently interviewing experienced Financial Advisors who want to spend more time face to face with clients, and less time prospecting to find new ones. Our Financial Advisors work as part of a team and are primarily responsible for working with existing clients and delivering client-centered advice in all areas of financial planning and investment management, both in-person and virtually.Although a salaried based position, which is central to our philosophy of providing our clients with objective, unbiased advice, and guidance, our advisors have unlimited income potential through our revenue sharing and performance bonus programs. Qualifications: Minimum 1+ years of experience in financial services sales or a new business development roleMust be willing to obtain CFP designation within 3 years of hire. Current CFP certificants a plus.Bachelor’s degree required. Life, A&H Licensed, Series 65 (66) and 7 FINRA Registrations Required (will sponsor)Tech savvy, comfortable conducting virtual meetings using Join.me, GoToMeeting, etc.Self-motivated to succeed through perseverance, resilience, and gritConcise, confident and engaging communication skillsYou are outgoing and not afraid to get on the phone and make things happenVery organized with strong attention to detail, analytical and problem-solving skillsHigh standards of professionalism, ethics, and integrity Primary Responsibilities: Expand and grow existing client relationships of the firm, while also Initiating new client relationships through effective sourcing, networking, capitalizing on referrals, local market, and community involvement, conducting educational workshops and webinars, and utilizing LinkedIn to generate awareness of the firm’s capabilities and garner new client engagementsMeet with clients in-person, or remotely, and determine client’s planning and investment needs while properly demonstrating the benefits of the firm’s fee-based planning and investment solutionsRecommending investment strategies, risk management products, and planning services that are suitable based on the client’s specific needs, risk tolerance, and planning objectivesAttain designated business goals as an individual and as a productive member of the teamDevelop long-term client relationships through the ongoing delivery of client-centered financial advice, pro-active review meetings, and through highly responsive and impeccable client care Keep current on the financial markets, cryptocurrencies, economic conditions, financial planning topics, tax law changes etc., impacting the advice being offered_______________________________________________________________________________Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills or be inclusive of all aspects of the position. Securities through Triad Advisors, LLC, Member FINRA, SIPC. Advisory services offered through Finivi Inc. a Registered Investment Advisor. Finivi is independent of Triad Advisors, LLC. Finivi is strongly committed to diversity and equal opportunity.


See full job description

At Wipfli Financial, we see things differently. We're a CPA-based financial advisory firm, and our clients' needs extend far beyond the confines of traditional financial planning and investment management. As Financial Advisor, you will play an important role in delivering the personalized service that lays the foundation for everything we do. You will: Be an integral member of our Regional Advisory Team, providing financial planning and investment advisory services to clients of all ages and stages of wealth. Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation. Develop and deliver financial plans and implement investment strategies. Collaborate with other tax, legal and insurance professionals to cover your clients' entire financial road map and ensure they're on track to achieving their goals. In time, develop new client relationships and generate revenue for the Region. Are You the Right Fit? You're our ideal candidate if: You're a CFP looking for the opportunity to work on a team with other professionals to provide planning, investment, tax, insurance and other related services, always acting in the best interest of your clients. You're passionate about helping people. You take pride in helping people understand their financial issues and find the best solutions to suit their needs. You do whatever it takes to ensure they're having the best experience possible. You're a master collaborator. You thrive when you're part of a team and truly enjoy working with others. You consistently follow through on projects and stay on task. You're motivated and driven. You volunteer for new challenges, and you're committed to your professional growth. To land this job, you will need to have previous experience within the financial services industry (a minimum of three to five years is preferred) and hold the Certified Financial Planner (CFP®) designation. Previous experience in tax (a CPA license is great) is definitely a plus. What Do We Do? We ensure that our clients are prepared to make smart financial decisions, at every stage of their lives. Whether they're preparing for life after their business or protecting the legacy they've worked so hard to build, our clients require comprehensive planning, resources and expertise to make their goals a reality. That's where we come in. As a CPA-based financial advisory firm, we have always taken a tax-aware approach to planning and investing, focused on helping our clients keep more of what they earn for the long term. We strive to create lasting relationships and provide constant, dedicated support, all while keeping our clients' best interests at the forefront. What Do We Offer? Our personalized approach is a theme that also translates into our company culture. We're committed to supporting the personal and professional growth of our team members, while maintaining a positive, encouraging working environment. At Wipfli Financial, you'll have access to a comprehensive benefits and perks package, which includes a 401(k) plan with a generous employer contribution, competitive health insurance options, an exceptional PTO program, educational assistance and more.


See full job description

Job description

 

Consistent organic growth has led us to seek out motivated professional to make an impact as part of our highly talented team. We are seeking a passionate CFP(r) with excellent people and communication skills to join our comprehensive financial planning and investment advisory team. Our wealth management firm has a growing base of “fee only” high net worth clients who we serve on a continuous basis. We nurture relationships by working with clients and guiding them through their financial life as well as respond to changes in their lives by building an individualized plan that is right for them.

 

The ideal candidate for this position wants to be part of a successful, tight-knit wealth management team. You have client-facing experience and are dedicated to continuing development of your financial planning and investment management skills. A commitment to being a fiduciary and providing the highest standard of client service are essential.

 

The planner will manage the day-to-day relationships for several clients of the firm. Responsibilities include:

·    Provide wealth management services under the direction of the CEO to high net worth individuals, working collaboratively to create deliverables and anticipate client needs.

·    Under the supervision of the CEO, gain thorough understanding of clients’ financial lives and proactively identify challenges or opportunities for clients to achieve their goals

·    Work with other team members to ensure action items are completed in a timely manner and clients receive consistent high-quality service.

·    Initial responsibilities include supporting senior advisory team, learning and becoming an integral part of our wealth management culture.

 

Desired Skills

A successful candidate will be hard working, detail oriented, organized and a problem solver with strong communication skills. Strong proficiency with Microsoft Office and the ability to adapt to new technology and procedures are crucial. The candidate should enjoy working in a team environment but also must be able to work independently. Highest degree of professionalism, integrity and honesty required. 

 

  

Qualifications and Desired Experience

The candidate should have a four-year degree in Accounting or Finance and at least 5-10+ years of relevant experience, with some being client-facing. CFP certification and/or other professional designations desirable. Must have transportation as our office is located in Wellesley, MA (no public transportation)


PLEASE SUBMIT RESUME AND SALARY REQUIREMENTS TO RECRUITING@NEPWEALTH.COM


See full job description

We are seeking an associate financial professional to add to our growing team. The ideal candidate is hungry for an opportunity to learn and grow, to help in a paraplanning capacity but also grow their own book of business. Key Areas of Responsibilities: Build and grow a book of business. Network within the community to cultivate and develop new client relationships. Host events and seminars to drive prospective client meetings. Assess and provide guidance to clients to help move them toward financial security. Understand their individual needs and preferences to ensure a customized plan unique to their financial goals as it relates to debt analysis, cash management, insurance coverage, investments, and tax/estate planning. Cultivate client base and build long-standing win/win relationships. Drive prospective client meetings and on-boarding activities. Stay up-to-date on industry trends, research and market-related information relevant to financial planning. Comply with industry rules and regulations. Qualifications: 3+ experience in paraplanner or servicing advisor/planner Series 7 & 65 or 66 licenses ideal Insurance licensed ideal A passion for success and meeting new people Entrepreneurial spirit – passionate, optimistic and willing to execute Proven ability to gather assets & excited about finding new clients Ability to analyze market’s financial data and to provide appropriate financial advice Strong communication, negotiation and presentation skills Accuracy, attention to detail and the ability to explain complex information clearly and simply


See full job description

Job Description


CHALLENGE YOURSELF TO A BETTER CAREER.


Exploring a career as a Financial Professional Associate (FPA) at The Prudential Insurance Company of America is an opportunity to begin an entrepreneurial career that has competitive benefits and excellent earning potential. We believe the key to long-lasting success is creating long-lasting relationships. If you’re looking for a meaningful sales career selling insurance and financial products this is an opportunity to share your experience one-on-one with customers, we invite you to start today. Challenge yourself to a better career.


At The Prudential Insurance Company of America, delivering on our promises is the basis for our reputation as a multinational financial services leader. Step up and be the leader you’ve always known you could be.


Our Career Development Program is a customized and flexible training plan — ideal for those who are currently employed* or in school. Training is on your schedule so you can attend to your current responsibilities. And ensure that the FPA position is a good fit.


In the Career Development Program, you will build your skills and knowledge through virtual classrooms, face-to-face sessions, ongoing mentoring programs and self-study modules. Being selected for this program also offers the opportunity to generate commission and accrue compensation, while preparing for required licensing exams.
Prudential will provide reimbursement for all licenses and study materials to those who successfully transition to the Financial Professional Associate position.


The financial professional will be responsible for providing quality customer service while attaining revenue goals. Other requirements include working autonomously, exhibiting excellent communication skills and demonstrating strong problem-solving abilities.


Put your determination to work and challenge yourself to new levels of achievement. In return for your abilities and eagerness to excel, we offer competitive compensation plus generous performance-based bonuses. We also encourage career advancement and respect your work/life balance. A career with us will help increase your leadership skills, expand your professional network and build your confidence, resulting in greater personal and professional satisfaction.


 


*Cannot work for or be appointed with another insurance company or registered with another broker/dealer.


www.PrudentialAdvisors.com


Securities products and services are offered through Pruco Securities, LLC.


“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries.


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.


1003786-00001-00 Expires 1/11/2020


Company Description

For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of Dec. 31, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of Dec. 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


See full job description

Job Description


THE “I’M READY FOR MORE” CHALLENGE.


 


If you’re ready for a new challenge, becoming a Financial Professional Associate (FPA) at Prudential Advisors might be just what you’ve been looking for. We provide the tools to help maximize your strengths and help you reach your fullest potential in a sales career selling insurance and financial products. You set your own goals and take charge of your future.


Our entrepreneurial environment provides exposure to industry-leading tools, technologies and programs. Our Career Development Program is a customized and flexible training plan — ideal for those who are currently employed* or in school. Training is on your schedule so you can attend to your current responsibilities. And help ensure that the FPA position is a good fit.


In the Career Development Program, you will build your skills and knowledge through virtual classrooms, face-to-face sessions, ongoing mentoring programs and self-study modules. Being selected for this program also provides the opportunity to generate commission and accrue compensation, while preparing for required licensing exams.
Prudential will provide reimbursement for licenses and study materials to those who successfully transition to the Financial Professional Associate position.


The financial professional will be responsible for providing quality customer service while attaining revenue goals. Other requirements include working autonomously, exhibiting excellent communication skills and demonstrating strong problem-solving abilities.


Put your determination to work and challenge yourself to new levels of achievement. In return for your abilities and eagerness to excel, we offer competitive compensation plus generous performance-based bonuses. We also encourage career advancement and respect your work/life balance. A career with us will help increase your leadership skills, expand your professional network and help build your confidence, resulting in greater personal and professional satisfaction.


 


www.prudentialadvisors.com


 


*Cannot work for or be appointed with another insurance company or registered with another broker/dealer.


“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Securities, products and services are offered through Pruco Securities, LLC (Pruco).


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.


1003789-00001-00 Expires 1/10/2020 Version 4 revised 7/10/2018


Company Description

For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of Dec. 31, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of Dec. 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


See full job description

Job Description


Top Atlanta Financial Advisory firm is hiring Financial Advisors!

Financial Advisor, Financial Planner (Entry Level): Have a career where you’re counted on


Today’s successful Financial Services Representatives (FSR) come from diverse backgrounds with a wide variety of degrees, yet they share similar traits: the desire to help people, being highly motivated and consistently performing at high levels.


You’ll be a source for social good in your community and will increase your knowledge base by working both independently and as a team with others in our agency. The FSR career is all about working toward common goals to help your clients succeed financially.


You’ll get a great sense of satisfaction knowing you’ve helped someone achieve a more secure financial future while you personally move closer to your own financial goals. The work is challenging, and the effort required to be successful can be great, but isn’t that the same for most achievements of value?


Financial Services Representative: Responsibilities



  • Prospecting for clients through networking and referrals

  • Developing and maintaining long-term relationships with clients

  • Providing financial solutions for clients through fact gathering and needs analyses

  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates


Qualifications



  • Strong interpersonal skills and customer service focus

  • Market development/networking abilities

  • Presentation and organizational skills

  • Strong work ethic, self-motivated and goal-oriented

  • BA, BS, and/or graduate degree or equivalent work experience required


Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability insurance, and thrift and pension plans are available for qualified Financial Services Representatives.


Company Description

Staff Financial Group management has “Big Four” roots, extensive search expertise in designated specialty practice areas, and a dedication and commitment to client service. Based upon a thorough understanding of client needs and objectives from those that have “been there before”, Staff Financial Group management personally works with and qualifies associates for each search based on skills, experience and performance. Clients are assured of dependable finance and accounting professionals with a proven record of success.


See full job description

Job Description


THE “I’M READY FOR MORE” CHALLENGE.


 


If you’re ready for a new challenge, becoming a Financial Professional Associate (FPA) at Prudential Advisors might be just what you’ve been looking for. We provide the tools to help maximize your strengths and help you reach your fullest potential in a sales career selling insurance and financial products. You set your own goals and take charge of your future.


Our entrepreneurial environment provides exposure to industry-leading tools, technologies and programs. Our Career Development Program is a customized and flexible training plan — ideal for those who are currently employed* or in school. Training is on your schedule so you can attend to your current responsibilities. And help ensure that the FPA position is a good fit.


In the Career Development Program, you will build your skills and knowledge through virtual classrooms, face-to-face sessions, ongoing mentoring programs and self-study modules. Being selected for this program also provides the opportunity to generate commission and accrue compensation, while preparing for required licensing exams.
Prudential will provide reimbursement for licenses and study materials to those who successfully transition to the Financial Professional Associate position.


The financial professional will be responsible for providing quality customer service while attaining revenue goals. Other requirements include working autonomously, exhibiting excellent communication skills and demonstrating strong problem-solving abilities.


Put your determination to work and challenge yourself to new levels of achievement. In return for your abilities and eagerness to excel, we offer competitive compensation plus generous performance-based bonuses. We also encourage career advancement and respect your work/life balance. A career with us will help increase your leadership skills, expand your professional network and help build your confidence, resulting in greater personal and professional satisfaction.


 


www.prudentialadvisors.com


 


*Cannot work for or be appointed with another insurance company or registered with another broker/dealer.


“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Securities, products and services are offered through Pruco Securities, LLC (Pruco).


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.


1003789-00001-00 Expires 1/10/2020 Version 4 revised 7/10/2018


Company Description

For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of Dec. 31, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of Dec. 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


See full job description

We are seeking an associate financial professional to add to our growing team. The ideal candidate is hungry for an opportunity to learn and grow, to help in a paraplanning capacity but also grow their own book of business. 


Key Areas of Responsibilities:


  • Build and grow a book of business.

  • Network within the community to cultivate and develop new client relationships.

  • Host events and seminars to drive prospective client meetings.

  • Assess and provide guidance to clients to help move them toward financial security.

  • Understand their individual needs and preferences to ensure a customized plan unique to their financial goals as it relates to debt analysis, cash management, insurance coverage, investments, and tax/estate planning.

  • Cultivate client base and build long-standing win/win relationships.

  • Drive prospective client meetings and on-boarding activities.

  • Stay up-to-date on industry trends, research and market-related information relevant to financial planning.

  • Comply with industry rules and regulations.


Qualifications:


  • 3+ experience in paraplanner or servicing advisor/planner 

  • Series 7 & 65 or 66 licenses ideal

  • Insurance licensed ideal

  • A passion for success and meeting new people

  • Entrepreneurial spirit – passionate, optimistic and willing to execute

  • Proven ability to gather assets & excited about finding new clients

  • Ability to analyze market’s financial data and to provide appropriate financial advice

  • Strong communication, negotiation and presentation skills

  • Accuracy, attention to detail and the ability to explain complex information clearly and simply


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