Job Results
Financial Services
Posted 6 days
Engineer
Tata Consultancy Services (TCS) - Palm Coast, FL
Application Portfolio Management (APM) Data Steward The APM Data Steward is responsible for maintaining the integrity, accuracy, and completeness of all entries within the Application Portfolio Management (APM) system of record. This role ensures that all application data is validated, consistently aligned to enterprise standards, and vetted with the appropriate technology and governance teams prior to any updates or changes. The position plays a critical role in enabling effective technology asset lifecycle management, risk management, and regulatory compliance. Key Responsibilities • Data Accuracy & Maintenance within APM and TDAR. • Maintain and oversee all records within the APM system of record, ensuring accuracy, consistency, and completeness. • Regularly review application entries for currency, alignment with taxonomy (application categories, business services, technical services), and compliance with enterprise standards. • Monitor for duplicate, incomplete, or inconsistent records and take corrective actions. • Change Request Vetting & Governance • Review and validate requests for new entries, updates, or decommissioning of applications. • Complete all Request tickets for additions and modifications ensuring all proper work notes are documented in the appropriate tickets. • Partner with technology owners, application owners, and governance stakeholders to ensure proposed changes are vetted, approved, and aligned with enterprise processes. • Ensure changes adhere to Configuration Management Database (CMDB) and Common Service Data Model (CSDM) structures. • Stakeholder Engagement • Act as the primary liaison between Application Owners, Technology Owners, ServiceNow platform teams, and ETAM Governance. • Provide guidance on APM standards, data entry requirements, and compliance expectations. • Support periodic reviews with risk, compliance, and audit teams. • Reporting & Controls • Generate reports and dashboards to track application data quality, exceptions, and remediation progress. • Monitor compliance with enterprise Technology Asset Management (TAM) standards, OSFI B-13 requirements, and internal policies. • Contribute to Key Performance Indicator (KPI) and Key Risk Indicator (KRI) reporting for APM. • 3+ years experience with Service Now, in Application portfolio management, strong understanding of CSDM framework, • Experience with IT Governance, data stewardship and risk/audit processes • Excellent attention to detail and commitment to data quality. • Strong analytical and problem-solving skills, with ability to identify and resolve data inconsistencies. • Ability to collaborate with cross-functional technology teams and business stakeholders. • Clear communication and documentation skills to articulate standards, decisions, and outcomes. • Proactive mindset with the ability to enforce governance controls while enabling business needs. Salary Range- $100,000-$110,000 a year #LI-SP3 #LI-VX1 Location Palm Coast, FL Job Function TECHNOLOGY Role Engineer Job Id 415176 Desired Skills Data Modeling Salary Range $100,000-$110,000 a year Desired Candidate Profile Qualifications : BACHELOR OF COMPUTER SCIENCE
Posted 6 days
Senior Implementation Engineer
Fiserv - Jacksonville, FL 32207
Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Senior Implementation Engineer What does a successful Senior Implementation Engineer do at Fiserv? A successful Senior Implementation Engineer at Fiserv delivers solutions for complex business challenges using Finxact Core APIs and technical capabilities. This role advises clients on integration strategy, implementation, onboarding, and best practices to support successful outcomes. You will also collaborate with clients, partners, and internal teams to drive adoption and support success across the implementation lifecycle. What you will do? Build and maintain deep expertise in Finxact technology and architecture to develop, manage, and support solutions that use Finxact Core APIs and related technical features. Partner with clients to solve complex business problems, troubleshoot issues, provide guidance on integration models and workflows, and advise on integrating third-party vendors into the Finxact ecosystem. Communicate complex technical concepts clearly to clients, ecosystem partners, and internal teams to support product adoption and serve as a subject matter expert on APIs and integration points. Support end-to-end client implementations by participating in technical design, analyzing application, ecosystem, people, process, and technology requirements, and providing training, onboarding, product feedback, and client support. Develop and code core functionality and interfaces, participate in test execution and documentation, and assist with deployment activities for client implementations. What you must have? 6+ years of professional experience in API and software development. 2+ years of programming experience in functional, imperative, or object-oriented languages. 1+ role supporting clients directly in a financial software or technical implementation environment. Bachelor’s degree in computer science, engineering, or a related field, or 1 equivalent combination of education, work, and military experience. What would be nice to have? 1+ year of experience in the financial services industry. 1+ year of experience programming in Golang. 3+ demonstrated strengths across communication, collaboration, problem-solving, and accountability. This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate. Thank you for considering employment with Fiserv. Please: Apply using your legal name Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact [email protected]. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information. Note to agencies: Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. Warning about fake job posts: Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Posted 6 days
Assistant Controller for Commercial Real Estate Company
Jacksonville, FL 32216
Benefits: Dental insurance Paid time off Overview: Fast-paced Jacksonville based family office with a focus on commercial real estate investments seeking experienced accounting professional to assist controller. Responsibilities: · Assist Controller in the preparation and review of property level annual budgets · Assist in preparation of monthly P&L statements · Preparation and review of annual CAM, Real Estate Tax, and Insurance reconciliations · Review monthly bank reconciliations · Provide insight to streamline AR and AP procedures · Assist in National tenant collections · Oversee annual 1099 preparation · Prepare weekly payroll and record in GL · Other ad-hoc projects as needed Qualifications: · 3-5 years commercial real estate accounting experience · Bachelor’s degree in accounting · Intermediate level proficiency with Microsoft Office · Ability to research and reconcile accounts Personal Traits: · Strong Problem-solving and analytical skills · Attention to detail · Ability to handle multiple tasks simultaneously and prioritize · Trustworthy and ability to handle confidential information
Posted 6 days
Assistant Comptroller – Systems and Reporting
City of Jacksonville, FL - Jacksonville, FL
Job Description Are you looking for your next career opportunity in the accounting field? Are you self-motivated and ready to serve the City of Jacksonville in the Finance Department in our fast- paced Accounting Division? Do you want to earn up to 4 weeks leave time each year, in addition to comprehensive city benefits with free and low-cost health, dental and vision options? If you answered yes to any of these questions, you need to complete your application now. Work for the city you love!!! This position reports to the City Comptroller and plays a crucial role in managing the General Accounting Division (GAD) efficiently and effectively. The incumbent is a key resource for guidance on complex accounting, reporting, and system issues, holding accountability for accuracy and completeness of financial reporting and financial systems administration. They provide strategic advice and technical assistance to team members and guide cross-departmental collaboration to ensure cohesive and integrated financial practices city-wide. Examples of Work Primary responsibilities include: Manages the Systems Administration and Financial Reporting group within GAD. Provides direction in developing goals and initiatives, assigning resources, assessing workflow, reviewing performance, identifying needs, and addressing other issues. Leads the process for the year-end financial audit, the Annual Comprehensive Financial Report (ACFR) and the State Annual Financial Report (AFR). Primary division contact for external auditors. Develops and maintains assignment schedules, coordinates workflow, addresses auditor inquiries, follows up on open issues, and produces/distributes the final report. Leads the team to complete financial statements, schedules and disclosures. Collaborates with the Technology Solutions Department (TSD) on the implementation, administration, improvement, and maintenance of 1Cloud (aka Oracle Fusion ERP and HCM). Champions effective communication between ERP end-users, ITD, and Oracle in assessing and resolving system issues. Assesses and troubleshoot system issues, resolving complex challenges and working with module leads to prioritizing organization needs. Ensures ERP system functionality and related processes meet and adhere to city-wide needs, regulatory requirements and internal control best practices. Defines, establishes, maintains, modifies, and configures system controls and workflows across multiple modules. Manages patches, period closings, service requests and integrations. Manage user role security refinements. Maintains budgetary control tools such as the supplemental rules. Help facilitate user training. Leads digital transformation initiatives and develop ERP financial reporting tools that advance the City’s reporting capabilities. Develops, maintains and publishes standardized and customized financial reports as needed by management, government agencies and other stakeholders. Oversees Chart of Accounts (COA) maintenance, including assessing requests, reporting issues, providing suggestions for accuracy, and managing related system processes. Researches and ensures the correct implementation of new and updated Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) requirements, and other federal, state, and local regulations relevant to accounting. Manages the maintenance of lease and subscription-based information technology arrangements for GASB 87 and 96 compliance. Serve as a key technical guide for related issues and support the team to ensure complete and accurate accounting/reporting. Assists and backs up the City Comptroller in managing the entire division. Promote a culture of continuous improvement, transparency, empathy and inclusion within the division. Schedules, assigns, reviews, and evaluates the work of assigned staff. Communicates clear direction, manages for results, and leads organizational change. Assigns responsibility, takes corrective action, demonstrates leadership in evaluating, developing, and motivating employees. Open Requirements/Supplemental Information Bachelor’s Degree in accounting, finance, or a related field from an accredited institution. Minimum of five (5) years supervisory experience in general accounting. Candidates should possess a solid understanding of GAAP and GASB standards, as well as proficiency in database management, Excel add-ins, and other financial reporting tools. Preferred CPA preferred. Governmental accounting experience and/or graduate degree preferred. Preferred qualifications include experience with ERP systems, ideally Oracle Fusion ERP, along with strong leadership skills demonstrated through effective cross-departmental collaboration. A FULLY COMPLETED ONLINE APPLICATION IS REQUIRED. Apply at www.jacksonville.gov. Work history is required for all employment/volunteer work in which qualifications are being based. When meeting/basing qualifications on education, a copy of your college transcript, with your social blacked out, is required with your application. Transcripts do not need to be official, but must state your name, the school’s name, classes taken, grades received, type of degree, and date degree was conferred. The application system works best with Google Chrome or Edge with Chromium web browsers. Please try to apply using one of these browsers. To ensure you receive email notifications, be sure to make “[email protected]” a trusted sender. You may also track the status of your application and see notifications by logging into your account. Certain servicemembers and veterans, and the spouses and the family members of such service members and veterans, receive preference and priority, and certain servicemembers may be eligible to receive waivers for postsecondary educational requirements, in employment and are encouraged to apply for positions being filled. If claiming veteran's preference, you must attach a DD-214 (Member Form-4 copy) or military discharge papers, or equivalent certification from the Department of Veterans Affairs listing military status, dates of service and character of discharge. You must also attach the Veterans Preference Certification Form and if applicable, the additional forms as noted here:http://www.coj.net/departments/employee-services/veterans-preference If a candidate believes he or she was not afforded veteran’s preference, he or she may file a written complaint, within 60 calendar days upon receipt of notification of the hiring decision, requesting an investigation to: Florida Department of Veterans Affairs Attention: Veterans’ Preference Coordinator 11351 Ulmerton Road, Suite 311-K Largo, FL 33778-1630 Email: [email protected]
Posted 6 days
Director, Actuarial
Berkley - Jacksonville, FL 32246
Company Details: Carolina Casualty is a member company of W. R. Berkley Corporation, an insurance holding company that is among the largest commercial lines insurance writers in the United States. We specialize in liability, physical damage, cargo and other insurance solutions for the commercial auto markets including trucking, public transportation and others. The company is an equal opportunity employer. Responsibilities: The position will assist the Actuarial department in providing a full range of responsibilities necessary for the company to achieve its overall goals. The ideal candidate is a self-starter with a desire to take ownership of responsibilities and strive to improve current processes and analyses. The position requires strong all-around technical skills including programming, model building and analytics. This person will be an experienced predictive modeling analyst who will organize and perform modeling and actuarial analysis using WR Berkley systems and procedures to support pricing, reserving, predictive modeling, and forecasting processes while aligning and contributing to company growth and profitability objectives. A successful candidate will also operate as a team player with strong commutation skills. The position will have regular interactions with all other departments as well as with senior company and corporate management. This is a great opportunity for creative utilization of skills, growth and high visibility. Key Functions will include but not be limited to: Perform conceptual modeling design tasks by applying specialized knowledge of the Berkley organization’s customer needs and data gathering processes Build actuarial and other predictive model using proprietary client data and analytics Perform complex multivariate pricing analysis; build complex models using generalized linear modeling and related techniques; leverage theoretical understanding and apply practical adjustments to extreme value profitability distributions and use these models in predictive modeling applications Prepare model data using pricing and general data warehouses and by combining data from internal systems with data from external sources Cross-check data using actuarial reports, pricing and reserving data repositories; examine data and model results with respect to consistency with product features and business goals; evaluate, verify and validate model stability Prepare data for predictive models and reports involving predictive model outputs; correlate data with other business reports and evaluate model performance in comparison with business expectations Maintain close contact with internal and external customers and supervisor for oversight of data validity, data cleansing, and for obtaining business insight to help with building predicative models; actively seek out peer review input from supervisor, immediate team and others within WRBC and incorporate it into final work product Ad-hoc analysis and support for special projects as needed Qualifications: Bachelor’s Degree in Actuarial Science, Economics, Finance or other related disciplines FCAS 5 + years in P&C commercial lines insurance pricing and quantitative modeling Deep experience in commercial auto line of business, particularly trucking Experience in text mining Experience building price elasticity models Experience working with FMCSA data Proficiency in R, SQL, SAS, Tableau, VBA Advanced knowledge of Python, Hadoop, Hive, Git Jupyter Notebook, Markdown, LaTeX Familiarity with MATLAB, SPSS, HTML, JavaScript Proven analytical and problem-solving skills required; detail oriented Excellent communication and collaboration skills required Strong time management and organizational skills Additional Company Details: We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $100,000 - $204,000 • Eligible to participate in annual discretionary bonus. • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Posted 6 days
Financial Solutions Advisor – Oakleaf Plaza Financial Center
Bank of America - Jacksonville, FL 32222
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: • Monday – Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 6 days
Risk Officer
Morgan Stanley - Jacksonville, FL
The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that has dual reporting to the Complex Manager and Senior Risk Officer. DUTIES and RESPONSIBILITIES Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Complex Risk Officer and/or the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management/Compliance/Legal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Complex Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Complex has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Complex Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Education and/or Experience Bachelor’s degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge/Skills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic Reports to Senior Risk Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
Posted 6 days
Relationship Banker – Saint Augustine, FL
Bank of America - Saint Augustine, FL 32080
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 6 days
Financial Advisor – Coaches, Educators and Career Changers Welcome!
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 (Required) Work Location: Hybrid remote in Saint Augustine, FL 32084
Posted 6 days
Private Christian School Financial Manager and Director of Development
Eagle's View Academy - Jacksonville, FL 32221
*Job Summary* We are seeking a dynamic and detail-oriented Private Christian School Financial Manager and Director of Development to lead our financial operations and fundraising initiatives. This pivotal role combines strategic financial management with development oversight, ensuring the school's fiscal health while fostering growth through effective donor relations and resource development. The ideal candidate will have a strong personal relationship with Christ, demonstrate a passion for Christian education, possess strong leadership skills, and have a comprehensive understanding of accounting best practices (specifically Quickbooks). This position offers an exciting opportunity to impact the future of a vibrant educational community while utilizing advanced financial expertise to support our mission. *Duties* * Works with the Administrator to determine the mission, purpose, and priorities of the organization. * Sets annual monetary goals and budgets according to short- and long-term goals. * Establishes fundraising objectives for the organization, setting one year, five year, and longer-term goals. * Maintains a list of potential financial donors including corporations, foundations, and individuals. * Produces relevant and informative fundraising literature for distribution to previous donors and the public. * Researches potential sources of, and applies for, grants and public funding. * Oversees the fundraising process and maintains records of receipts and disbursements of funds. * Plans fundraising events that effectively communicate the purposes of the organization and engage current and alumni families. * Leads the planning and direction of all alumni engagement activities. * Informs alumni and former students through strategic communications that highlight alumni activities, campus activities, and key initiatives of the Academy. * Serves as a public figure and spokesperson that champions the Academy’s vision and encourages alumni involvement. * Maintains alumni, former students, faculty, and staff database records. * Ensures that all alumni social media has up-to-date content and information that is relevant and tailored to alumni and former students. * Carries a limited and target portfolio of major gift donors. * Directs and participates in the formulation and implementation of applicable financial policies, ensuring adherence to generally accepted accounting best practices. * Manages the school’s check-writing procedures. * Prepares and maintains all financial reports that are submitted to the school’s accounting firm and the school’s board of directors. * Manages employee payroll through third-party payroll company and ensures that all applicable taxes are being paid in accordance with federal and state laws. * Assists the school’s organizations, activities, and clubs in maintaining accurate accounting and budgeting information. * Safeguards assets through implementation of adequate internal controls and ensures adequate accounting records to document compliance with local, state, and federal laws and ordinances. * Assists outside auditors and the school’s accounting firm in completion of the school’s audits and financial reporting. * Oversees the preparation and completion of the school’s comprehensive annual financial report. * Prepares and delivers written and oral presentations on the school’s budget and fiscal matters. * Assumes a leadership role in the school’s administration with issues pertaining to long range strategic planning, policies, and other activities. * Oversees all Accounts Payable and Receivable matters with assistance from the school secretary. * Works with parents concerning financial matters. * Perform other duties as assigned. Pay: $50,000.00 - $55,000.00 per year Benefits: * 403(b) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Work Location: In person