Job Results
Financial Services
Posted 3 weeks
Sr. Accounting Consultant, CPA
Florida Blue (Blue Cross and Blue Shield of Florida) - Jacksonville, FL
Job Summary: Senior Accounting Consultants are seasoned, subject matter experts who apply specialized knowledge in matters that require special interpretation or expertise. Incumbents use their discipline-specific and/or institutional knowledge to perform Corporate Accounting and Reporting department activities. They participate in and/or lead critical, high-risk, complex initiatives, programs and projects, have frequent contact with internal and external business partners, facilitate/ influence strategic thinking and direction and influence peers and leaders across the organization to act on issues that have organization-wide impact. The Senior Accounting Consultant in this role may specialize in accounting topics such as joint ventures, leases, member rewards, capitalized software, Statutory accounting and reporting requirements, or other topics as assigned. However, the team members must be flexible as assignments are reallocated based on growth and business needs. Essential Functions: Reviews team members’ a ccounting and financial reporting work product including reco nciliations, manual journal entries with related analyses on both the GAAP and Statutory bases of accounting, Statutory exhibits and schedules, and financial statement footnotes for monthly, quarterly, and annual filings. W ork s with mid- and upper- management leaders internal to the organization to facilitate monthly , quarterly, and annual reporting in accordance with s tandard a ccounting p ractices and company policy. Provides subject matter expertise, consultation and integration activities for various financial processes working with senior leaders internal and external to the organization. Acts as a business lead on a variety of business/process improvements, process and organization redesign , and system development initiatives ensuring operational and financial controls and service goals are consistent with corporate direction and financial standards and/or regulations. Facilitates creative/innovative thinking with finance leadership and business partners to generate solutions and decision-making for business issues/problems, and/or recommendations. Utilizes continuous improvement methodologies to realize administrative and process improvement outcomes. Provides leadership, direction, coaching and input to affect positive change for workgroups and/or business partners as well as to accounting team members. Supports internal/external audits by providing thorough documentation of accounting position and analysis . Required Experience: 6+ years related work experience. Experience Details: Experience in Financial Reporting, Experience with financial systems applications to include General ledger, communication/negotiation skills, Proven analytical skills, Must be a team player with the ability to be self-motivated, Results oriented and Experience in a fast-paced, dynamic environment Bachelor's degree required Accounting or Finance Preferred Qualifications: MBA or Master's in Accounting , CPA, Working knowledge of insurance accounting and statutory reporting, Experience in Hyperion Ecosystem, Public accounting experience and Experience leading a team of professionals General Physical Demands: Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally. What We Offer: As a Florida Blue employee, you will be at the heart of GuideWell’s vision – to lead the nation in transforming health through compassionate, connected, and technology-enabled care that delivers personalized value and empowered living. To support your wellbeing, comprehensive benefits are offered. As an employee, you will have access to: Medical, dental, vision, life and global travel health insurance; Income protection benefits: life insurance, short- and long-term disability programs; Leave programs to support personal circumstances; Retirement Savings Plan including employer match; Paid time off, volunteer time off, 10 holidays and 2 well-being days; Additional voluntary benefits available; and A comprehensive wellness program Employee benefits are designed to align with federal and state employment laws. Benefits may vary based on the state in which work is performed. Benefits for intern, part-time and seasonal employees may differ. To support your financial wellbeing, we offer competitive pay as well as opportunities for incentive or commission compensation. We also conduct regular annual reviews with pay for performance considerations for base pay increases. Annualized Salary Range: $109,300 - $177,600 Typical Annualized Hiring Range: $109,300 - $136,600 Final pay will be determined with consideration of market competitiveness, internal equity, and the job-related knowledge, skills, training, and experience you bring. We are an Equal Employment Opportunity employer committed to cultivating a work experience where everyone feels like they belong and can perform at their best in pursuit of our mission. All qualified applicants will receive consideration for employment.
Posted 3 weeks
Accountant
Bunnell, FL 32110
*Overview* We are seeking a dynamic and detail-oriented Accountant to join our finance team, dedicated to maintaining accurate financial records and ensuring compliance with industry standards. In this role, you will leverage your expertise in accounting principles, financial software, and data analysis to support our organization’s financial health and operational efficiency. Your proactive approach and strong technical skills will drive precise financial reporting and streamline accounting processes across various functions. *Duties* * Manage general ledger accounting, including journal entries, account reconciliation, and balance sheet reconciliation to ensure accuracy and completeness. * Oversee accounts payable and accounts receivable processes, ensuring timely payments and collections while maintaining meticulous records. * Utilize accounting software such as QuickBooks, to record transactions, generate reports, and analyze financial data. * Conduct technical accounting tasks in accordance with GAAP (Generally Accepted Accounting Principles) and relevant governmental accounting standards. * Support payroll management using systems ensure accurate payroll processing and compliance with tax regulations. * Perform data entry with high accuracy using 10 key typing skills; analyze Excel data for trends, discrepancies, and insights to inform decision-making. * Assist with budgeting, credit analysis, and account analysis to optimize financial performance; contribute to internal audits and SOX (Sarbanes-Oxley Act) compliance efforts. *Qualifications* * Proven experience in accounting or finance roles with a strong understanding of financial concepts such as debits & credits, double entry bookkeeping, and journal entries. * Familiarity with various accounting systems including QuickBooks, Sage, Xero, PeopleSoft, Ceridian, or similar platforms. * Knowledge of GAAP standards along with governmental or non-profit accounting experience is highly desirable. * Strong numeracy skills combined with excellent analytical abilities for account analysis and reconciliation tasks. * Experience working with payroll systems like ADP or UltiPro; knowledge of tax regulations related to payroll is a plus. * Ability to perform detailed data entry accurately while managing multiple priorities in a fast-paced environment. * Excellent communication skills coupled with a proactive attitude toward problem-solving and process improvement. Join us as an Accountant where your expertise will directly impact our financial integrity while offering opportunities for professional growth in a vibrant team environment! Pay: From $5,000.00 per month Work Location: In person
Posted 3 weeks
AutoNation Dealership Controller (Jacksonville based)
AutoNation - Jacksonville, FL 32244
The Controller provides sales and expense analyses for all departments. Fairly represents the financial condition of the dealership, develops controls necessary for the proper conduct of the business, and maintains accurate records. What are the day-to-day responsibilities? Prepare complete financial statements and submit to the manufacturer and management in accordance with established timeframes Interpret and analyze financial statements Keep the General Manager informed on the trends and cash needs of the business Develop and maintain an effective cash management system Manage the day to day accounting operations of the store to ensure that all transactions are recorded in compliance with all AutoNation accounting processes and policies Close the books accurately each month Prepare and submit required statements and reports Manage and safeguard the stores assets and ensure that internal controls are in place Assist department managers in reading and interpreting their financial reports and in creating action plans needed to improve their operation Respond to request for information and assistance in a timely manner Work with General Manager to improve revenue or reduce expense in order to meet or exceed budget and grow the business Work with regional staff to ensure that corporate initiatives are attained What are the requirements for this job? High School diploma or equivalent Three years of experience in a dealership position (preferred) Working knowledge of dealership financial statements Ability to explain technical financial information in an understandable manner Excellent communication skills Exciting Benefits and Perks Await You: Competitive compensation and 401k matching Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits. Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.
Posted 3 weeks
Accountant II
Ryam - Jacksonville, FL
About RYAM RYAM is a global leader of cellulose-based technologies, including high purity cellulose specialties, a natural polymer commonly found in filters, food, pharmaceuticals and other industrial applications. The Company also manufactures products for paper and packaging markets. With manufacturing operations in the U.S., Canada and France, RYAM employs approximately 2,500 people and generates approximately $1.4 billion of revenues. More information is available at https://ryamglobal.com RYAM’s intellectual property and manufacturing processes have been developed over 90 years, resulting in unique properties and very high quality and consistency. RYAM is consistently ranked among the nation’s top 50 exporters and delivers products to 79 ports around the world, serving customers in 20 countries across five continents. At RYAM, we’re shaping the future of talent. RYAM has a specific purpose…to be the world’s leading manufacturer of renewable products, including paper, packaging, and high purity cellulose. We want smart, innovative people who can find new ways to solve challenging problems. We need talented professionals across multiple disciplines who want to contribute to the company’s mission and advance its vision, while also shaping its future. How you’ll shape the future of the Finance Department: Support an accurate and timely monthly, quarterly and year end close. Assist in the annual financial statement audit and quarterly financial statement reviews by providing supporting schedules/explanations to the internal and external audit team. Highlight opportunities and support continuous improvement to ensure results at the highest efficiency levels, in the most cost-conscious manner, and in support of company initiatives. Prepare and record asset, liability, revenue and expense entries by compiling and analyzing account information and prepare account reconciliations. Prepare analysis of financial statement results in support of business objectives. Adhere to accounting policies and internal controls procedures. Guides accounting associates by coordinating activities and answering questions. Ensures compliance with all applicable governmental regulations, company policies and Rayonier Advanced Materials Standard of Ethics and Code of Corporate Conduct. You’ll be someone who can bring: Bachelor's degree business. Accounting preferred, CPA preferred. 3-7 years of progressive work experience. Position demands up-to-date knowledge of generally accepted accounting principles (and application of GAAP), financial reporting disclosure requirements and internal controls. The position requires strong analytical skills and the ability to communicate with operating and financial managers at headquarters and in the field. EOE/Vet/Disability
Posted 3 weeks
Senior Tax Manager – WW Advisors
Archer Lewis - Jacksonville, FL 32257
Your Future Team WW Advisors is a Jacksonville-based accounting and advisory firm known for its personalized approach and strong client relationships within the local community. With a focus on delivering tailored tax, accounting, and business advisory services, the team has built a reputation for helping individuals and businesses navigate financial complexities with confidence and clarity. As part of its continued growth and commitment to expanding client services, WW Advisors joined Archer Lewis, a national accounting and advisory firm formed in 2024. This partnership brings together WW Advisors trusted local expertise with Archer Lewis’ broader national platform, enhanced resources, and expanded service offerings. By joining Archer Lewis, WW Advisors can maintain its relationship-driven approach while providing clients with deeper insights, greater capabilities, and access to a wider network of professionals. What You’ll Do As a Senior Tax Manager, you will serve as a strategic leader responsible for overseeing all aspects of the tax function, including compliance, reporting, planning, and advisory services. You will lead complex client engagements, provide technical expertise on sophisticated tax matters, and ensure the delivery of high-quality, value-driven solutions. In this role, you will guide and mentor a team of tax professionals, drive operational excellence, and strengthen client relationships by serving as a trusted advisor to business owners, executives, and key stakeholders. Leveraging your deep technical knowledge and leadership capabilities, you will identify tax-saving opportunities, optimize tax strategies, and support business growth while maintaining the highest standards of compliance and client service. This position offers a unique opportunity for an accomplished tax professional to make a significant impact, expand their leadership influence, and progress along a defined path toward Principal. Strategic Leadership & Management Provide strategic direction for the tax function or practice area, ensuring alignment with broader organizational goals. Lead, mentor, and develop a high-performing team of tax professionals, including Senior Tax Associates and staff, with oversight of performance management, resource planning, and talent retention. Foster a collaborative, growth-oriented environment that prioritizes technical excellence and continuous professional development. Technical Expertise & Compliance Serve as a final reviewer and subject matter expert for highly complex federal, state, local, and international tax filings across corporate, partnership, and individual entities. Ensure compliance with applicable tax regulations, GAAP/IFRS standards, and internal control requirements. Stay current on evolving tax laws and regulatory changes, providing guidance to ensure accurate application across engagements. Tax Planning & Advisory Develop and implement advanced tax strategies designed to minimize liabilities and enhance overall tax efficiency. Provide high-level advisory services on complex transactions, restructurings, regulatory changes, and key business initiatives. Partner with senior leadership and clients to deliver insights that inform strategic decision-making. Audit Management & Controversy Lead federal and state tax audits, serving as the primary liaison with taxing authorities, including the IRS and state agencies. Defend tax positions, negotiate resolutions, and guide stakeholders through audit and controversy processes. Business Development Identify and pursue new business opportunities within the tax practice. Lead proposal development, client presentations, and efforts to expand existing relationships. Strengthening the firm’s market presence by building trust and demonstrating deep technical expertise with prospective and current clients. Tax Provision Oversight (Corporate) Oversee quarterly and annual tax provision processes in accordance with ASC 740. Ensure accurate reporting, documentation, and disclosure of income taxes within financial statements. Collaborate cross-functionally with finance and accounting teams to support audit requirements and close financial timelines. What You’ll Bring Education Bachelor’s degree in accounting, Finance, or a related field required Certified Public Accountant (CPA) license required Master’s degree in taxation (MTax) or related field preferred Experience 7–10+ years of progressive tax experience, including leadership or management responsibilities Prior experience in public accounting or within the tax function of a multinational organization strongly preferred Demonstrated expertise in business tax and accounting across multiple entity types, including S corporations, partnerships, and C corporations Technical Skills Deep and current knowledge of tax laws, regulations, and reporting requirements Proficiency with enterprise-level tax technologies such as Thompson Reuters, UltraTax, and advanced data analysis tools Core Competencies Leadership & Influence: Proven ability to lead teams, influence stakeholders, and drive strategic initiatives Business Acumen: Strong business judgment with an entrepreneurial mindset and experience managing profitable engagements or departmental operations Communication: Excellent written and verbal communication skills, with the ability to convey complex concepts to senior leaders and high-value clients, while building strong internal and external relationships What We Offer Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.) Paid Parental Leave 401(k) Matching Program Pre-Tax Commuter Benefits Pet Insurance Unlimited Flexible Time Off 7 Company‑Paid Holidays Employee Assistance Program (EAP) Base salary of $140,000-$150,000 plus discretionary bonus (exact base salary amount will be dependent on experience) Archer Lewis Story Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40 offices and over 450 professionals, we serve 150,000+ businesses. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs AN EQUAL OPPORTUNITY EMPLOYER: Archer Lewis is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Posted 3 weeks
Accounts Payable/Receivable Manager
FLC Contracting, LLC - Jacksonville, FL 32256
General Description: The Construction Account Manager within FLC Contracting, LLC is responsible for overseeing our company's financial data within our accounting software (Spectrum/Viewpoint). This includes accounts payable, accounts receivable and daily financial entries and reconciliations. Why Work Here FLC Contracting, LLC. is dedicated to both our employees and clients. We strive for excellence in everything we do. From client relationships to employee development. If you are committed to your career, accept accountability and doing what’s right, we want you! PTO, Insurance, 401K and training are just a few of the benefits we offer. Let’s help each other the best we can be! General Accountability: Process vendor, subcontractor, and supplier invoices accurately and on time Match invoices to purchase orders, contracts, and receiving reports Code invoices to jobs, cost codes, phases, and general ledger accounts Prepare and process weekly/monthly check runs and ACH payments Reconcile vendor statements and resolve discrepancies Maintain organized AP files (contracts, invoices, lien documents) Accountable for all aspects of accounting and finance Manage, develop and Integrate Accounting Systems Meet Accounting Deadlines Manage Accounts Receivable Accounting Manage Accounts Payable Accounting Manage Income and Financial Statements Manage job cost Accounting Construction-Specific Knowledge & Skills Job Cost Accounting Understanding of cost codes, phases, and cost types Ability to post costs correctly to specific projects Subcontractor Payments Review subcontractor invoices against contracts and approved pay apps Track retainage (withheld percentages) Verify compliance before payment Lien Law & Compliance Collect and track: W-9s Certificates of Insurance (COIs) Lien waivers (conditional/unconditional, progress/final) Ensure payments comply with state lien laws Progress Billing / Pay Applications Understand AIA pay applications (G702/G703) or similar formats Coordinate with project managers for approval Software & Technical Skills Construction accounting software (one or more often required): Sage 300 / Sage 100 Contractor Viewpoint - Spectrum Strong Excel skills (sorting, VLOOKUP/XLOOKUP, pivot tables) Familiarity with document management systems General Responsibilities: Maintain, Manage, Develop & Improve Documented System of Accounting Policies & Procedures Maintain & reconcile all GL accounts Manage, Prepare & Oversee Company Taxes, tax returns, employee taxes, reports; W-2's, 1099's, etc. Manage all audits to include payroll, taxes, insurance, union, and year-end audits Manage month-end close procedures and execute On-time Monitor & Manage All Liabilities, Debt & Loans Oversee/Monitor compliance with local, state and federal reporting requirements, taxes, etc. Manage & Reconcile all cash, banking, bank accounts and banking functions Assist Estimating & Project Management with accounting data for accurate bidding Provide accounting support to Estimating, Project Management & Field Generate any and all financial reports for President on monthly, quarterly and annual basis or as requested Maintain & Monitor All Company Insurance, Employee Insurance & Benefits, etc. Manage Annual Audits of Payroll, Worker’s Comp & General Liability Insurance Make bank deposits or as needed Invoice for all Company Labor, Burden & Equipment to jobs Track AR Aging Report Manage, Monitor, Follow-Up & Collect All Accounts receivables Assist Project Managers in generating and submitting Monthly Pay Applications Manage weekly invoices for payment processing Code and enter invoices into accounting system for payment Cut checks for all invoices once distributed and approved by appropriate departments once a week Reconcile vendor statements on a monthly basis and correct any inaccurate data Oversee & Reconcile all online bank and credit card accounts Monitor Discounts Update and maintain vendor records and compliance documentation (W9, COI, etc.). Manage monthly bank reconciliation & Monthly Close-out Track Lien Releases & Updated Subcontractor Insurance Certificates Track Weekly Certified Payroll from Subcontractors Monthly Journal Entries to correct Equipment, Burden, Loans, OH, Labor, Tools, Supervision, Etc. The following experiences are helpful but not required Accounting Software (Viewpoint) 5 years’ experience in current AP Role General Construction knowledge. About FLC Contracting, LLC. FLC Contracting, LLC. is a dynamic commercial and industrial contracting company in providing turnkey project management for construction services, remodels, and design build for commercial properties. Our experience includes financial institutions, restaurants, office renovations, and ground-up projects. We have extensive experience in the commercial construction industry and we have worked with many of Florida’s largest developers and property management companies. Benefits Competitive base pay Paid time off Health, Dental, Vision, Life, & Aflac Insurance Paid Holidays 401K Apply here: www.flccontracting.com/careers Must have a good driving record and pass a background check/ drug screen. FLC Contracting, LLC is a drug free and Equal Opportunity Employer
Posted 3 weeks
Firm Enterprise Solutions Associate Director, Financial Planning and Analysis
Deloitte - Jacksonville, FL 32202
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This role partners with finance and business leaders to translate strategy into financial plans, deliver actionable insights, and support business performance through analysis and reporting. The role is suited for a finance professional who can lead planning processes, connect financial results to business priorities, and coordinate effectively across stakeholder groups. Recruiting for this role ends on 07/30/2026. Work you'll do As a Firm Enterprise Solutions Associate Director, Financial Planning and Analysis on the Financial Planning & Analysis team, you will be responsible for: Leading planning, forecasting, and financial reporting activities in support of business and finance leadership Translating business strategy into financial plans, outlooks, and performance analyses Analyzing financial results, identifying drivers of variance, and presenting insights to stakeholders Coordinating with business leaders and finance partners to support annual planning cycles and in-year forecast updates Developing materials, reporting, and analyses that support decision-making, resource planning, and business performance management A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others The team The team and the role The Financial Planning & Analysis (FP&A) organization supports our business, market and enabling area leaders by providing world class financial support. FP&A is made up of advisors who are influential in decision-making and partner with finance leaders to drive meaningful strategic and financial outcomes. Within FP&A, the FBP organization works with business leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. The FBP Senior Manager I role supports planning & forecasting processes on behalf of the business area and coordinates closely with Consulting Services business leaders as well as the OP and National FBPs across Consulting Services, and specific responsibilities and qualifications for this role are outlined below. Qualifications Required: Bachelor's degree in Finance, Accounting, Business Administration, Economics, or Mathematics 8+ years of experience in financial planning and analysis, budgeting, forecasting, or finance business partnering Experience leading annual planning, monthly forecasting, variance analysis, and management reporting processes Experience supporting business leaders with financial analysis, performance reporting, and decision support Experience using Microsoft Excel, Microsoft PowerPoint, and financial planning or enterprise resource planning tools Experience leading teams, projects, or workstreams across finance and business stakeholders Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Master's degree in Finance, Accounting, Business Administration, Economics, or Mathematics Experience supporting consulting or professional services organizations Experience with scenario modeling and long-range planning Experience with SAP, Hyperion, or Anaplan Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) Experience preparing presentations and reporting for executive leadership The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. EA_ExpHire EA_FA_ExpHire
Posted 3 weeks
Financial Advisor
Northwestern Mutual - Jacksonville, FL 32216
Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life 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), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) 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 support2 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 #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor’s degree 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 Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. 1No 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 2Certified 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. 3Northwestern 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. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Posted 3 weeks
Financial Advisor
Northwestern Mutual - Jacksonville, FL 32216
Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life 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), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) 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 support2 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 #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor’s degree 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 Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. 1No 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 2Certified 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. 3Northwestern 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. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Posted 3 weeks
College Financial Representative, Internship Program
Northwestern Mutual - Jacksonville, FL 32216
Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications: Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 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: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range: USD $500.00 - USD $1,000.00 /Yr.