Corebridge Financial Jobs in Usa

6,240 positions found — Page 2

Entry Level Financial Advisor
✦ New
$75,000
Houston, Texas 1 day ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation: Commission - $75,000+
Responsibilities: Be a coachable, organized team member interested in pursuing training development and educational opportunities

Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications: Requires a Bachelor’s degree in business administration, finance, or other related field

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

About Company
Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
We can be different by doing the right thing!

#WHGEN

Compensation details: 75 Yearly Salary

PI51f88dc4e776-37344-39998924
Not Specified
Market Chief Financial Officer - Central IL Market
🏢 HSHS
Salary not disclosed
Springfield, IL 2 days ago
Chief Financial Officer

Hospital Sisters Health System is looking for a Chief Financial Officer to lead our Central Illinois Market and Physician Enterprise. The market structure includes five Illinois HSHS Hospitals, the System's outpatient physician group, and is based at HSHS St. John's Hospital in Springfield, IL.

This position holds direct responsibility for the financial operations and proper application of accounting principles, practices, and procedures for all financial activities of the market operations. The CFO is responsible for monitoring the financial performance and the maintenance of appropriate financial plans and forecasts. This role reports directly to the Central Illinois Market President & CEO with matrixed reporting into the HSHS Senior Vice President, Chief Financial Officer and the Physician Enterprise President.

The ideal candidate is a seasoned collaborative financial leader, ideally with prior CFO experience, that is comfortable managing in a matrix environment. This individual must have a proven track record in successfully managing all financial operations of a region made up of multiple acute care and outpatient settings by collaborating with other leaders to optimize success. The ideal candidate is also comfortable participating in establishing and implementing strategic business plans and aligning operations and strategy within the market and with overall Hospital Sisters Health System (HSHS) strategies and goals. This leader must be comfortable flexing responsibility across multiple locations and continue to evolve to align with market structures. Additionally, the ideal candidate will have strong involvement with the communities they serve.

Based in Springfield, IL with full market scope

Reports directly to the Central Illinois Market President & CEO

Oversight of all market financial operations

Highly visible and critical role

Relocation package

Base salary and annual incentive

Minimum Requirements:

  • Bachelor's degree in accounting, finance, or related field is required.
  • Master's degree in finance, business, health care administration, or related field is preferred.
  • Ten or more years of accounting and/or finance experience is required; four out of the ten years must be in a hospital system or hospital market setting.
  • Certified Public Accountant (CPA) is preferred.
  • 5+ years of hospital or Regional CFO experience strongly preferred.
  • Experience with an employed physician group and/or ACO is highly preferred.

Benefits: HSHS has comprehensive benefit package designed exclusively for executive leaders. A variety of medical/dental/vision offerings along with unlimited time off, annual compensation incentive, relocation package, and robust retirement plan are just a few of our exciting offerings.

Pay Range: $334,100 - $393,000

HSHS Information: Throughout communities in Illinois and Wisconsin, 13 hospitals, numerous community-based health centers and clinics, our 13,000+ colleagues have built a culture based on our solid core values of respect, care, competence, and joy. These are the ideals we believe in, work by, and live each day. Built upon more than 145 years of service to the communities we serve, we now look to the future and our place in it as a health care system that strives to continually improve processes, procedures, and outcomes with the latest and most advanced technologies and treatments. Regardless of how far our passion for excellence carries us, our focus will always remain on the most important person in our entire organization: The patient.

Not Specified
Financial Solutions Advisor - Greater Baltimore, MD Market
Salary not disclosed
Baltimore, MD 2 days ago
Bank Of America Financial Advisor

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 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!

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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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
Required Qualifications
  • Currently holds Series 7 and 66 (63 and 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
  • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity
  • 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
  • Minimum of three years of 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 insurance licenses
Skills
  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Not Specified
Chief Financial Officer - Automotive Parts Manufacturing #1508
✦ New
Salary not disclosed
Cincinnati, OH 1 day ago
Chief Financial Officer

A well-established supplier in the automotive sector is recruiting for a seasoned Chief Financial Officer to become part of their senior leadership group. This strategic executive position reports to the CEO and encompasses oversight of financial operations throughout their United States locations.

The organization has built a reputation for its committed team members and capable leadership, presenting an opportunity for high visibility within a dependable manufacturing setting. The ideal candidate will oversee an established finance function and contribute significantly to the company's fiscal performance while delivering reliable financial analysis and strategic counsel to senior leadership.

Key Responsibilities

Strategic Financial Leadership

  • Prepare quarterly forecasts and respond to corporate reporting requirements
  • Lead strategic and financial planning in alignment with corporate guidelines and objectives
  • Develop and coordinate mid-range plans (MRP) and annual budgets across all operations
  • Optimize profitability to ensure sustained growth and adequate returns to shareholders
  • Serve as a key member of the executive management team, partnering closely with the CEO to drive organizational success

Financial Operations & Reporting

  • Analyze part profitability
  • Ensure timely and accurate financial reporting to the parent company
  • Ensure all tax returns are filed timely and coordinate tax planning efforts
  • Manage treasury functions and cash flow forecasting
  • Review and approve capital appropriation requests according to the approval matrix
  • Oversee all finance and administration functions, including financial and cost accounting, controlling, treasury, and budgeting

Department Leadership

  • Serve as Trustee for the employee 401(k) benefit program
  • Define and implement personnel policies for the finance department
  • Manage a fully staffed finance team
  • Develop annual bonus program targets and oversee benefit program changes

Business Partnership & Analysis

  • Coordinate special projects and analyses as identified by the President
  • Monitor and resolve customer collection issues, particularly with OEM invoicing requirements
  • Prepare financial projections and business cases for major new programs and capital expenditure (CapEx) projects
  • Create and maintain executive-level reporting dashboards
  • Review and analyze the financial impact of major contracts

Legal & Compliance

  • Review key contracts with applicable departments (sales, purchasing, tooling)
  • Maintain and ensure compliance with the authority and approval matrix
  • Coordinate administration of legal proceedings with corporate counsel
Not Specified
Group Chief Financial Officer
✦ New
Salary not disclosed

Diverse Staffing Services, Inc. is currently seeking a senior executive who will be accountable for the financial, accounting, payroll, tax, compliance, and transactional integrity of Diverse Staffing Services, Inc. and its affiliated entities. This is a builder‐operator role, not a passive finance seat.

The Group CFO will initially launch, scale, and integrate a new payroll, EOR, and workforce compliance services division while standardizing and modernizing financial operations across the Diverse enterprise. A critical component of this role is leading merger and acquisition strategy and execution, including diligence, valuation, integration, and long‐term enterprise value creation. The role is designed to ultimately assume full enterprise CFO responsibility upon the planned retirement of the current CFO.

This position requires deep experience in multi‐unit, national staffing and employment solutions, high‐volume payroll operations, and acquisition‐driven growth.

Core Accountabilities

Enterprise Financial Leadership & Strategy

  • Own enterprise‐wide financial strategy across all operating entities and business lines.
  • Serve as the financial right‐hand to the Owner/Managing Partner, advising on growth, risk, and capital allocation.
  • Lead capital planning, cash forecasting, margin strategy, and risk modeling for a national, multi‐entity organization.
  • Establish financial guardrails supporting organic growth, mergers, acquisitions, and new service lines.
  • Maintain full P&L accountability for Diverse Workforce Solutions and other designated business units.
  • Develop and maintain financial models supporting national staffing, payroll, EOR, and employment‐services economics.

Mergers, Acquisitions & Integration Leadership

  • Lead the financial aspects of mergers, acquisitions, and strategic investments, including:
  • Financial due diligence and quality of earnings analysis
  • Valuation modeling and transaction structuring
  • Assessment of payroll, tax, and compliance exposure
  • Oversee post‐acquisition integration, including financial systems, payroll operations, reporting, and internal controls.
  • Standardize financial operations across acquired entities while preserving operational continuity.
  • Ensure the enterprise is transaction‐ready from a financial, audit, and compliance perspective.

Accounting, Controls & Audit

  • Direct all accounting functions across the enterprise, including GL, AP, AR, revenue recognition, and close processes.
  • Implement and maintain audit‐ready financials across all entities, including newly acquired businesses.
  • Design internal controls aligned with payroll, EOR, co‐employment, and staffing risk exposure.
  • Oversee external audits, tax reviews, lender reviews, and compliance examinations.

Payroll, Tax & Workforce Compliance

  • Own high‐volume, multi‐state payroll funding and execution for national client workforces.
  • Ensure compliance with:
  • Federal, state, and local payroll tax laws
  • W‐2 / 1099 classifications
  • EOR, co‐employment, wage and hour, and staffing‐related exposure
  • Lead payroll tax strategy, filings, reconciliations, audits, and remediation efforts.
  • Actively monitor legislative and regulatory changes impacting staffing, payroll, and employment services.

Systems, Automation & Scalability

  • Select and implement best‐in‐class payroll, HRIS, and accounting platforms capable of supporting national scale and acquisitions.
  • Drive automation, data integrity, and reporting accuracy across the enterprise.
  • Ensure integration across ATS, HR, payroll, billing, and finance systems, including acquired platforms.
  • Partner with technology leadership on security, data governance, and system controls.

Leadership, EOS & Succession

  • Serve as EOS financial seat owner for the enterprise.
  • Build, mentor, and scale a high‐performing finance and payroll organization.
  • Own Scorecards, Rocks, and L‐10 reporting.
  • Lead CFO succession planning and transition over a planned 24‐month period.

Legal & Structural Business Partnership (Non‐Attorney)

  • Interpret and advise on:
  • Client MSAs, staffing agreements, and payroll/EOR contracts
  • Partnership, acquisition, and entity structures
  • Risk allocation and indemnification concepts
  • Partner closely with external legal counsel (non‐practicing role).

Required Experience & Profile

Essential

  • 12–15+ years of progressive finance leadership, including a minimum of 5 years at the C‐level.
  • Proven merger and acquisition leadership, including diligence, integration, and scaling acquired entities.
  • Builder mindset with demonstrated success designing systems, teams, and processes from the ground up.
  • Deep expertise in multi‐state payroll tax compliance and high‐volume payroll operations.
  • Experience in privately held, multi‐entity organizations, preferably within staffing or employment services.
  • Strong FP&A leadership supporting growth, acquisitions, and margin optimization.

Preferred

  • Documented success in financial leadership within staffing, EOR, PEO, or workforce solutions organizations.
  • Experience supporting national, multi‐unit operations and transaction‐driven growth.
  • Strong EOS fluency or demonstrated ability to operate within EOS.
  • CPA, CMA, or MBA strongly preferred.

Diverse Staffing Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, disability, gender identity, protected veteran status or other protected status. Diverse Staffing is committed to providing jobs for veterans transitioning to civilian life.

Not Specified
Bookkeeper – Financial Administrative Assistant – General Accounting
Salary not disclosed
Riviera Beach 2 days ago
Bookkeeper – Financial Administrative Assistant – General Accounting Job Description PrideStaff Financial, a recruiting firm specializing in general accounting and financial positions, is seeking a dynamic and industrious Bookkeeper for their clients.

In this important role, you will compute, classify and record numerical data to keep financial records complete.

This will include calculating and processing checks as well as reviewing invoices for accuracy and completeness.

The Bookkeeper will use his skills in general accounting and finance, along with accounting software to record, store and analyze information.

Bookkeeper – Financial Administrative Assistant – General Accounting Job Responsibilities As a Bookkeeper, you will classify, record and summarize numerical and financial data to compile and keep financial records.

There will also be additional administrative assistant duties associated with this position.

Additional responsibilities for the Bookkeeper include: Processing invoices for payments Posting transactions to journals, ledgers and other records Posting payroll data and preparing routine reports Maintaining employee records Bookkeeper – Financial Administrative Assistant – General Accounting Job Requirements As a Bookkeeper, you must have basic mathematical aptitude.

You must also be highly organized and communicative, as others will rely on the accuracy of your information to make key decisions.

We are also seeking someone with a diverse background in software.

Additional requirements for the Bookkeeper include: Minimum 2 years of experience in a similar role Bachelor’s degree, preferred Bookkeeper – Financial Administrative Assistant – General Accounting Join Us.
Not Specified
Financial Security Advisor - Member Services (SAN ANTONIO)
🏢 Usaa
Salary not disclosed
San antonio, TX 4 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 2 years of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
Financial Advisor (Entry Level) - Training Provided
Salary not disclosed
Garden City, NY 2 days ago

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer personalized, holistic services, including insurance and investments, guiding clients through every financial decision with leading insights, technology, and digital-first experiences. Managing $265.0 billion in assets and with over 4.5 million clients, we provide life, disability, and long-term care insurance, annuities, advisory services, and wealth management solutions. Originally based in Milwaukee, WI, we are committed to diversity and the growth of our financial workforce nationwide and have offices in all 50 states.


Role Description

This is a full-time on-site role for a Financial Representative located in the Garden City, NY office. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard.


Qualifications

  • Experience in Financial Planning and Retirement Planning Preferred but not necessary
  • Excellent organization, self discipline required.
  • Sales/Entrepreneurial Mindset.
  • Excellent interpersonal and communication skills.
  • Ability to work on-site in Garden City, NY.
  • Bachelor’s degree in Finance, Business, Economics, or related field is preferred.
  • State Life, Accident, Health Required Pre-Training.
  • SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)


Compensation and Benefits

  • 1st Year Compensation based largely on un-capped commissions and activity-based incentives.
  • Health, Vision, Dental
  • Pension based off of tenure and production.
internship
Asset & Wealth Management, Executive Wealth Financial Planner, Analyst -Atlanta, GA
Salary not disclosed
Atlanta, GA 2 days ago
Job Description

Job Summary And Responsibilities

Our Impact

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

GS AYCO

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

  • Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals.
  • Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
  • Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.
  • Prepare income tax returns for clients.
  • Assist in financial planning projects and analysis.
  • Obtain a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience.
  • Attend client meetings to gain an understanding of the service model and deliverables.

Qualifications

Skills And Experience We're Looking For

  • Bachelor's degree required
  • FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire
  • Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
  • Strong organizational and multitasking skills
  • Excellent written and verbal communication skills
  • Ability to maintain a high level of confidentiality
  • Enthusiastic and positive approach to problem-solving and client service
  • Proven track record with cross-training, task-sharing and mutually supportive teamwork
  • Must be able to be innovative, pro-actively manage time and follow through to complete tasks

About Goldman Sachs

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and /careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Not Specified
Financial Analyst 3
✦ New
🏢 AAA
Salary not disclosed
Costa mesa, CA 1 day ago
Financial Analyst 3

We are currently looking to hire an experienced and analytical Financial Analyst 3 for an onsite role at our Costa Mesa, CA Headquarters. In this role, you will support the organizations Corporate Finance: Analysis and Reporting team by developing, managing, and presenting financial analysis projects, creating and publishing executive reporting/dashboards, and analyzing Profit and Loss (P&L) statements for management.

What You'll Do:

  • You will prepare, analyze, coordinate and present reporting for executives and perform financial analysis, variance analysis and profitability analysis.
  • You'll be responsible for reviewing, identifying, and working with other departments to gather data and analyze projects.
  • You will lead financial analysis projects, present slides to executives, research profitability challenges and create recommendations.
  • You will perform Ad Hoc Analysis as needed and be able to explain the data effectively.
  • You will manage access databases and create Tableau dashboards to display trends and data.
  • You'll be responsible for the update and creation of reports and completing/presenting assigned financial analysis projects.

What You'll Need:

  • Minimum requirements include a Bachelor's degree in Finance, Business, Economics or Accounting and 3 5 years of experience in Financial Analysis, Corporate Budgeting and Forecasting, or Accounting.
  • You will need to have a strong understanding of accounting concepts and processes.
  • Strong verbal and written communication skills, presentation skills, be a motivated self-starter and detail oriented.
  • Advanced Excel skills, Tableau skills or other data visualization (i.e. Power BI) skills are required.
  • Experience with a large ERP system is required and Oracle Hyperion experience is a plus.
  • Ad Hoc querying skills, Access Database experience and SQL experience is preferred.
  • Teamwork, leadership, interpersonal, multitask management and presentation skills.
  • Candidate must also be willing to work extra hours occasionally, to meet deadlines.

The starting pay range for this position is $90,400.00 - $120,300.00. Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

Remarkable benefits: Health coverage for medical, dental, vision 401(K) saving plan with company match AND Pension Tuition assistance PTO for community volunteer programs Wellness program Employee discounts

Not Specified
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