Pridestaff Financial Jobs in Usa
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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.
In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Professional is a key member of our team.
After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.
We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.
Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.
What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.
No prior financial experience is needed — we provide full training and support to get licensed and build your business.
Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.
Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.
Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.
If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect.
Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.
Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
* Paid sick leave as determined by state or local ordinance, prorated based on start date
* Paid holidays (7 days per year, based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.
Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.
We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.
We deliver on our promise every day to protect livelihoods and futures.
We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
Align sales and marketing strategies by working closely with executive leaders and field leadership.
Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.
Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.
Serve as the primary liaison with mutual fund and managed‑money partners.
Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.
Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / Know‑How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.
Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.
FINRA Registered Representative Series 7 & 24 and 65/66.
CFP preferred.
Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
Excellent communication and organization skills as well as the ability to maintain confidentiality required.
Strong customer service and public relations skills required.
Experience managing in a highly matrixed organization is preferred.
Extensive travel required and valid driver's license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
Are you a leader who has the following traits?
- Competitive
- Business-minded
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
What we offer...
Training and development
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial-professionals/income and-benefits.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud to be recognized by the following organizations6
- Fortune 2024: World's Most Admired Companies
- Handshake 2025: Early Talent Award
- Forbes 2024: America's Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide clients
- 5.1 million LIVES PROTECTED.
- Includes all owners of individual life insurance and annuity policies.
- $983 million LIFETIME ANNUITY INCOME PAID.
- Includes all payouts on individual income annuity products.
- $6 billion IN LIVING BENEFITS AWARDED.
- Includes life and annuity cash value accumulation and qualifying policy dividends paid.
- Dividends are not guaranteed.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
- Includes term, whole, and universal life.
$120,555
Responsibilities:- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Develop and deliver risk management strategies for each customer based on their risk profile
What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.
You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Qualifications:- High school diploma required; bachelor’s degree preferred
- Some experience with accounting or sales lead software is beneficial
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Some computer skills with ability to use Microsoft Office is required
- Experience in financial services or insurance industry is preferred, but not required.
- Ability to build and maintain strong client relationships through effective communication and trust-building.
- Proven track record of meeting or exceeding sales targets and quotas.
- Strong analytical skills to assess client needs and develop tailored financial solutions.
- Ability to stay informed about industry trends and regulatory requirements.
- Excellent organizational skills to manage multiple client accounts and documentation efficiently.
- Proficiency in using digital tools and CRM systems to enhance client engagement and sales processes.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
#WHGEN2
Compensation details: 12 Yearly Salary
PId0114d66
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
PIa6d1599f18f6-3631
About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.
We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.
Being a Great Place to Work is core to how we grow responsibly.
We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.
We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.
Here, you can build a successful career with opportunities to learn, grow, and make an impact.
Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.
You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.
Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.
· Respond to client inquiries and concerns with tailored solutions.
· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.
· Identify client needs for licensed sales functions and refer to Line of Business partners.
· Manage risk in every transaction using available tools.
· Build rapport and create a positive client experience through active listening and addressing questions.
Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.
Ability to engage clients, understand their needs, and communicate solutions clearly.
Team-oriented with flexibility to work weekends and holidays.
Comfort with receiving feedback and adapting to ongoing changes.
Intermediate computer proficiency.
Self-motivated with strong organizational, decision-making, and problem-solving skills.
Desired Qualifications Experience providing card solutions.
Background in banking or financial services.
Call center or telephone sales experience.
Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
- Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
- Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
- Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
- Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
- Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
- Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
- Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
- Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
- Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
- Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
- Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
- Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
- Commission structure designed to grow with you
- Renewable income and Bonus programs
- Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP, and more
- Retirement Savings Program
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Overview
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.
Job Summary
The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.
Responsibilities
Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.
Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.
Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.
Job Duty 4 -
Manage the maintenance of unit financial related files and records
Job Duty 5 -
Monitor and maintain records of unit purchases.
Job Duty 6 -
Supervise, train and develop unit financial staff
Job Duty 7 -
Advise unit management regarding financial issues.
Job Duty 8 -
Perform other duties as assigned
Required Qualifications
Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience
Required Experience
Five to six years of job related experience
Preferred Qualifications
- Higher Education Experience
- Workday Financial Systems
- Research Administration/Post Award Support
- Certified Research Administrator (CRA)
- Business Analyst Experience
Knowledge, Skills, & Abilities
SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.
USG Core Values
The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Other Information
Salary range: $80,000.00 to $88,000.00 Based on Experience and Education
Location: Atlanta, GA
Job grade: G08
This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Background Check
A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening
40
Schedule:
Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.
Comprehensive Benefits:
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:
Pay Range: $37.19 - $46.88
Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.
Purpose:
A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.
Accountabilities:
Business development and client relationship building
- Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
- Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
- Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
- Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
- Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
- Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
- Host a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessions
- Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours
Cultivate and maintain productive working rapport with credit union personnel on all levels
- Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
- Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
- Serve as subject matter expertise
- Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
- Mentor licensed Bankers and FC1 within assigned market
Personal and professional development
- Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
- Maintain industry education and work toward advanced designations (CFP, ChFC)
Maintain excellent compliance and operational standards.
- Understand and adhere to all internal written supervisory principals
- Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
- Timely completion of all required regulatory continuing education
- Proficiency with all paperwork and processes
Qualifications:
- Bachelor's degree or 4 years of equivalent directly related experience
- Minimum of 6 years directly related experience
- Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
- Must have experience in providing planning and implementing strategies (software and product solution expertise)
- Strong Knowledge of investment and insurance products
- Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
- Demonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper
Preferred Qualifications:
- CFP, ChFC
- Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)
We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
#LI-JF1
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a037f192-134c-42d0-bd0f-aa48c2434232
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
As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
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 in the following location: Plano, TX. Relocation assistance is not available for this position.
For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
Documents relevant information as it relates to building a retirement income portfolio.
Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
Develops and communicates appropriate retirement income strategies based on individual member needs.
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
Integrate risk management tools, products, and strategies to create an effective retirement income plan.
Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma required.
Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
Required maintenance of FINRA Series 7 license.
Required maintenance of FINRA Series 66 (or 63 and 65) license.
Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
4 years of financial industry and/or sales experience.
Experience delivering frequent written and oral communication.
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:
US military experience through military service or a military spouse/domestic partner.
3+ years of direct Annuity Sales Experience
Experience working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.
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.
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 Intermediate 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 on the Plano, TX 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, investment market and 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.
Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
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.
1 year 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 a team environment
Successful completion of a job-related assessment may be required
What sets you apart:
2+ 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: $51,340 - $86,630.
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.
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 Associate 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 will be based at the Plano, TX 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing 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.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (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 and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year 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 a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs 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: $48,290 - $81,490.
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.
Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
~ Ability to effectively ask questions and identify needs to improve the customer relationship
~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
~ Demonstrated skills in using digital technology to support the delivery of business goals
~ Aptitude to problem solve and provide solutions to customer issues
~ Ability to work branch hours, which can include weekends and evenings
~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. Set aside 30-45 minutes for the self-guided assessment that includes games and questions. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. 1 year cash handling experience
Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Chief Financial Officer
StartDate: ASAP
Lead financial stewardship and long-term sustainability as Chief Financial Officer at Ray County Hospital and Healthcare in Richmond, Missouri.
The Position
- The Chief Financial Officer will play a crucial role in overseeing all financial operations, ensuring financial health, and contributing to the hospital's mission of delivering high-quality healthcare to the community.
- Reporting directly to the CEO, this leader will serve as a close strategic and operational partner.
- Key responsibilities include leading the continued implementation and support of initiatives to strengthen the revenue cycle, planning and developing the capital budget, and advancing technology within the department to improve operational efficiency.
- The ideal candidate will be a strong leader with a solid understanding of healthcare finance. This individual must be a transparent, forward-thinking leader with an open communication style and a willingness to mentor and educate others. Prior experience working in a Critical Access Hospital is essential.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field required; Master's degree preferred.
- CPA certification is preferred.
- Minimum of 10 years of financial management experience required; experience in a Critical Access Hospital (CAH) or rural healthcare setting is highly desirable.
The Community
- Located just 25 miles east of Kansas City, Richmond, Missouri offers a welcoming small-town atmosphere with convenient access to metropolitan amenities. Home to approximately 6,000 residents, Richmond combines rich history, civic pride, and a strong sense of community with the conveniences of nearby urban life.
- The community provides a wide range of cultural, recreational, and athletic opportunities. Richmond hosts festivals, arts programming, and sporting events throughout the year that celebrate local heritage and encourage community engagement. Known as the "Mushroom Capital of the World," Richmond is recognized for its abundance of wild morel mushrooms and the traditions that celebrate this unique regional distinction.
- Richmond features a historic downtown, shopping districts, quality schools, and an area hospital, along with convenient access to Highways 10 and 13. Outdoor enthusiasts enjoy an 18-hole golf course, approximately 60 acres of parkland, and amenities including a public swimming pool that support active, family-friendly living.
- With its blend of history, recreation, affordability, and proximity to Kansas City, Richmond offers an appealing quality of life for individuals and families seeking a close-knit community with access to both small-town charm and big-city opportunities.
The Organization
- Ray County Hospital and Healthcare is an independent, not-for-profit Critical Access Hospital located in Richmond, Missouri, serving Ray County and surrounding communities. Established in 1956, the organization has a long-standing commitment to providing professional, dependable, and cost-effective healthcare to the region. With approximately $25 million in net revenue, the hospital plays a vital role as a trusted healthcare anchor for the community.
- The hospital operates a 25-bed Critical Access Hospital and offers a comprehensive range of services designed to meet the needs of a rural population. Clinical offerings include emergency services, surgery, oncology, cardiac rehabilitation, pulmonary services, radiology, laboratory services, respiratory therapy, therapy services, transitional care, and an outpatient clinic, as well as Senior Life Solutions and dietary services.
- Ray County Hospital and Healthcare demonstrates a strong commitment to quality and clinical excellence. The organization holds Level III Stroke Certification and was recognized by the Chartis Center for Rural Health in 2022 with a Performance Leadership Award for excellence in Quality and Outcomes, reflecting its focus on patient safety, outcomes, and continuous improvement.
- Governed by a volunteer Board of Directors composed of engaged community members, Ray County Hospital and Healthcare maintains deep local ties and a mission-driven approach to care delivery. The five-member voting board provides active oversight and operational involvement, reinforcing the organization's dedication to serving the healthcare needs of the community with integrity and accountability.
Please direct all inquiries, applications, and referrals to:
Christine Young
Executive Recruiter
913-752-4532
#BESrecruitment
#LI-CY1
Job Benefits
About the Company
At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.
CFO, Chief Financial Officer, Vice President of Finance, Vice President Finance, Chief, Chief, Cheif Medical
40
Schedule:
Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs.
Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.
Pay:
$31.11 per hr.
Belong to something bigger
At ESL, we have a greater purpose and so do you. It’s more than a job, it’s your unique journey.
Your Journey Begins Here
ESL is seeking for a Financial Service Representative to support our Cobblestone and Victor offices which supports the financial needs of these growing communities. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.
The Cobblestone and Victor offices have been identified as one of ESL’s leading markets for wealth opportunities. In this role you will work closely with ESL’s wealth management team to share best practices and foster career growth.
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
What You Bring With You:
Qualifications:
- Bachelor’s Degree or 4 years of directly related experience.
- In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
- FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
- FINRA Series 6 or Series 6 top off license is required.
- FINRA Series 63 license required (Series 66 will meet this requirement)
- NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
- High proficiency in building customer and peer relationships
- Strong analytical, critical thinking, problem solving and decision making abilities
- Excellent written and verbal communication skills
- Effective time management skills
- Proficient in the use of Microsoft Office applications
- Demonstrates a high degree of flexibility in support of customer needs
- Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
- Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
- Ability to build rapport with diverse member base within the community
- Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.
We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
#LI-JF1
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a12f605b-a7b8-4a0c-8c17-4849b2e3a928
Duties and responsibilities include: Track and analyze capital expenditures (CAPEX) and operating expenses (OPEX) across multiple business units Develop and maintain financial models and variance reports for management Support month-end close by preparing financial accruals and ensuring accuracy in reporting Analyze monthly financial performance and provide insight on projections Develop forecasts and identify cost-saving opportunities within the technology function Collaborate with leadership during budget planning and performance reviews Requirements: Experience with both CAPEX and OPEX is strongly preferred Large ERP experience is required (SAP, Oracle, etc.) Bachelor's degree in Accounting, Finance, or related field is required Advanced Microsoft Excel (pivot tables, v/xlookups, macros, etc.) required Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.
This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .
Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.
Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill.
Employing the Future™
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 Intermediate 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 will 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.
1 year 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:
2+ 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: $48,340.00 - $84,110.00.
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.
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.
