Job Results
Financial Services
Posted 4 weeks
Senior Financial Analyst
Ponte Vedra, FL
Company Description Treace’s mission is to be the leader in the surgical treatment of bunions by establishing the Lapiplasty® System as the standard of care. We are committed to operating our business with the highest standards of ethical conduct. We intend to exceed our customers’ expectations through an innovation-driven, high-velocity approach to solving treatment and surgical problems. With our products and services, our mission is to assist foot and ankle surgeons in improving patient outcomes and reducing healthcare costs, while providing rewarding experiences and opportunities for our employees and stakeholders. Job Description We are seeking a highly motivated and detail-oriented Financial Analyst to join our team. This role is integral to supporting our financial planning, analysis, and reporting processes. You will work closely with the Senior Finance Manager, FP&A, providing accurate and timely month-end reporting, variance analysis, and contributing to our annual operating plans. Primary Responsibilities: Monthly, Quarterly, and Annual Reporting Prepares corporate reports to highlight financial results and key performance metrics. Data Management Organizes data from multiple sources to ensure timely analysis and accurate payouts. Financial Planning Assists with annual planning, forecasting, and capital budgeting tasks. Financial Modeling Performs financial modeling and maintains data sources to support organizational decision-making. Process Improvement Identifies and drives efficiency improvements, including creating standard and ad-hoc analytics, reports, and tools. Collaboration Participates in cross-functional projects, collaborating with various departments. Qualifications Bachelor’s degree in Accounting, Finance, or a closely related field is required. Minimum of five (5) years’ experience as a financial analyst, sales analyst or closely related role required. Additional Information All your information will be kept confidential according to EEO guidelines. Treace's Privacy Policy It is Treace’s policy not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, veteran status or any other characteristic protected by applicable law. EEO/Disabled/Veterans Employer Treace is a drug free employer.
Posted 4 weeks
Financial Advisor: Full Training & Licensing Support Provided
Northwestern Mutual - Saint Augustine, FL 32084
Ready to Build a Business That Changes Lives – Including Your Own? For over 168 years, we've helped clients achieve financial security. We’re committed to your success and are searching for special individuals to continue that tradition. *No financial experience required!* We welcome diverse backgrounds, including sales, insurance, leadership, community influencers, athletes, teachers, military personnel, hospitality, and business professionals. *We’ll train, coach, mentor and develop* the right candidates with robust training, technology, planning tools, and supportive mentors. *Training, licensing & designations* Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6 or 7 and Series 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. *Compensation & Benefits* * Performance-based earnings and revenue: * Average advisor gross annual earnings of $128,137 _(Financial Representatives with 1–4 Years in Business)_ * Average advisor gross annual earnings of $535,832 _(Financial Representatives with 5+ Years in Business)_ * Additional income structure to support training and early development * Renewal income earned for continued client support and policy management * Bonus programs and expense allowances * Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more * Certified Financial Planner® licensing support * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and Disability Income Insurance * Parental benefits at every stage of family planning *You could be right for this opportunity if you have: * * Entrepreneurial ambitions to be a business owner * History of success in relationship-building or client-facing roles * Excellent time-management skills * Desire for continuous learning and collaboration * Proficient critical thinking skills * Strong communicator * Strong sense of motivation and drive * Legal authorization to work in the US without sponsorship *Why join Northwestern Mutual: * * Top 5 US Independent Broker-Dealers * Unsurpassed financial strength with total company assets of $366 billion * Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management * Fortune 500® company (June 2024) * Forbes’ Best Employers for Diversity (2023) * Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) * 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), *Northwestern Mutual Investment Services, LLC* *(NMIS)* (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. *No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 *Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. *Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. *Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: _InvestmentNews_, April 2024. *Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. *To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Job Type: Full-time Pay: $65,000.00 - $200,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Financial planning services * Flexible schedule * Flexible spending account * Health insurance * Health savings account * Life insurance * Parental leave * Professional development assistance * Referral program * Retirement plan * Vision insurance Application Question(s): * This is a primarily commission-based 1099 position. Does this align with what you're looking for? Ability to Commute: * Saint Augustine, FL 32084 (Preferred) Work Location: Hybrid remote in Saint Augustine, FL 32084
Posted 4 weeks
Planning and Advice Associate – Jacksonville, FL
Fidelity Investments - Jacksonville, FL 32246
Job Description: Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support. Key Responsibilities As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations. Guide clients using Fidelity’s planning tools, research, and investment solutions. Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments. Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being. Discuss market trends, investment concepts, and financial planning strategies. Manage and prioritize your day using Salesforce and internal systems. Skills & Expertise Strong client relationship and consultative experience. Experience with inbound/outbound warm leads and customer engagement. Interest or knowledge in financial services and retirement planning. Strong communication, technology, and time‑management skills. Ability and flexibility to work in a “hybrid” work setting, both at home and in office. Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire Licensing & Development Paid support to obtain SIE, Series 7, and Series 66. Tuition reimbursement available for future credentials. Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee’s payback their student loan debt (opens in a new tab) Note: Fidelity is not providing immigration sponsorship for this position Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Posted 4 weeks
Relationship Manager I – Business Banking
PNC Financial Services Group - Jacksonville, FL 32246
Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager within PNC's Business Banking organization, you will be based in Jacksonville, FL. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services. Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty. Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Book Of Business, Business Banking, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities, Prospecting, Small Business Banking Competencies Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.