CIA

CIA Finance Jobs

871 jobs found

Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Las Vegas, NV

15d ago

$105k - $138k/yr Full time Manager Senior Client Relations

Manager Senior Client Relations

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Job Description

Position: Financial Planning Manager, onsite in Las Vegas, NV, with a salary between USD 105,000 and 137,500 annually.

Responsibilities

Coordinate team workflows with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery, oversee planning coverage, manage schedules, approve time off, and finalize client plans on time.
Design and manage a regional onboarding program plus ongoing training for current staff, with regular progress checks for new hires.
Lead performance reviews and mentorship, providing constructive feedback and supporting professional development and career paths.
Continuously improve training materials and processes to equip the team for exceptional client service.
Oversee the creation of integrated wealth plans for high-net-worth clients (assets $5MM+), including advanced tax and estate planning, and support advisors in presenting complex topics while clearly communicating the firm value proposition.
Ensure a consistent, high-quality financial planning experience across locations and client interactions.
Remain current on industry trends and tax law changes to keep advisory guidance at the cutting edge.
Collaborate with advisory teams to align planning strategies with clients long-term objectives and enhance both advisor and client experiences; support prospect meetings to demonstrate the firm's planning capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Maintain awareness of industry developments and legislation, especially tax and retirement planning, and educate the team on implications for client plans.
Partner with senior leadership to implement new processes across the team, ensuring smooth transitions and policy alignment.
Conduct semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates; provide feedback and set development goals.
Collaborate with the Regional Director and Managing Director on salary increases and performance bonuses based on feedback, involvement, and quality of advice.
Identify growth opportunities for team members and provide ongoing career coaching to support professional development.
Monitor performance against department standards and timelines; address issues with leadership and implement Performance Improvement Plans as needed.
Participate in interviews for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern positions.
Oversee and enhance the use of Tableau and other tools to manage team capacity and resource utilization.
Stay informed about legislative changes such as the SECURE Act 2.0 and educate the firm on potential impacts.
Evaluate and implement updates to financial planning tools and software to maintain efficiency and effectiveness.
Lead the development of new service offerings tailored to the regional client base to expand the firm’s wealth management capabilities.
Lead client seminars and local events to build relationships and provide educational support; assist meetings to implement financial strategies for clients.
Collaborate with local Centers of Influence to implement client action plans, ensuring smooth execution and strong client satisfaction.

Requirements

Certified Financial Planner designation is required; an additional area of specialty or advanced certification is preferred.
Minimum of 7+ years of client-facing experience in financial services, with deep knowledge in tax and estate planning.
Proven leadership capabilities with experience managing and developing a team, emphasizing coaching, mentorship, and resolving personnel issues.
Technical proficiency in financial planning software, including:
- Zoom
- PractiFi
- MyComplianceOffice
- Microsoft Teams / Office Suite
- Tamarac
- eMoney
- Money Guide Pro
- Social Security Analyzer
- Advisys
- MBS Highway
- Zilculator
- Holistiplan
- Planner CS
- Monday.com
Client-focused with a demonstrated ability to build and maintain strong client relationships and drive satisfaction and retention.
Excellent written and verbal communication skills, with the ability to present complex financial concepts to clients and internal teams.
Detail-oriented with a commitment to delivering accurate, reliable financial guidance.
Independent and discreet: capable of working autonomously with minimal supervision and handling sensitive information appropriately.
Strong problem-solving abilities with a track record of identifying challenges and delivering effective solutions to maintain workflow and client satisfaction.
Educational requirement: Undergraduate degree.

Technologies

Zoom
PractiFi
MyComplianceOffice
Microsoft Teams / Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
MBS Highway
Zilculator
Holistiplan
Planner CS
Monday.com
Tableau

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Credit Risk - Commercial & Specialized Industries, Senior Associate

JPMorganChase Plano, TX

15d ago

Full time Senior Analyst Associate

Senior Analyst Associate

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Job Description

This role manages a mid-market credit portfolio onsite in Plano, TX for JPMorganChase, structuring transactions, assessing risk, and contributing to strategic initiatives across Commercial & Specialized Industries.

Responsibilities

Use strong credit analysis to structure new transactions and manage the assigned credit portfolio independently.
Assess risks and mitigants, balance risk and reward, diligently handle renewals, amendments, and new transactions, and maintain solid credit reporting metrics.
Form independent, well-supported views and present them clearly to partners and senior leadership to defend your position.
Operate proactively and diplomatically with internal and external contacts to keep transactions moving, maintaining urgency to meet internal and client deadlines.
Partner effectively to develop comprehensive and durable client relationships.
Provide leadership in the market by contributing positively to the team and participating in projects or improvement initiatives for the organization.
Demonstrate strong communication skills, using them to solve problems with both internal and external stakeholders.

Requirements

BA/BS/BBA degree is required with some accounting and finance coursework.
Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures.
At least 5 years of experience in commercial banking or lending with extensive credit analysis.
Working knowledge of accounting and finance.
Excellent verbal and written communication, interpersonal, analytical, and problem-solving skills.
Excellent organizational and project management abilities; able to manage competing priorities under tight deadlines.
Proven ability to collaborate and build strong partnerships.
Intellectual curiosity with a proven ability to learn quickly.
High degree of initiative, self-direction, and ability to work well under pressure.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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Global Real Estate - Development Financial Analysis, Senior Associate

JPMorganChase New York, NY

15d ago

$100k - $140k/yr Full time Senior Analysis Analyst

Senior Analysis Analyst

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Job Description

Based in New York, NY (onsite), this Senior Associate role within JPMorganChase's Global Real Estate Development Finance team focuses on managing financial aspects of high value real estate projects.

Responsibilities

Develop concise, visually engaging presentations for senior management and project stakeholders, translating complex financial data and project updates into clear PowerPoint deliverables.
Conduct ad hoc analyses to inform project decisions, including scenario and sensitivity analyses and evaluation of financial impact.
Become proficient in the GRE project financial management system, rapidly handling data and analysis requests from leadership and interpreting system data for trend analysis and metric reporting.
Create and maintain robust Excel-based financial models using project data and assumptions to forecast depreciation and cash flow and spot early signs of performance.
Support monthly, quarterly, and annual financial reporting and budgeting for Midtown projects, ensuring forecast accuracy and consistency in budgets.

Requirements

5+ years of relevant finance experience.
Bachelor's degree in business administration, finance, engineering, or a related field.
Advanced proficiency in Excel for financial modeling and data analysis, and in PowerPoint for presentation development.
Experience with financial reporting and budgeting, plus familiarity with project management or financial data systems.
Strong analytical, organizational, and communication skills, with the ability to synthesize complex data and present findings clearly to diverse audiences.
Attention to detail, proactivity, and the ability to manage multiple priorities in a fast-paced environment.
Team-oriented with the ability to collaborate with broader Finance and project teams.

Technologies

PowerPoint
Excel
GRE project financial management system

Benefits

Base salary
Commission-based pay
Discretionary incentive compensation
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About JPMorganChase

JPMorganChase is one of the oldest financial institutions, delivering innovative financial solutions to millions of consumers, small businesses, and a wide range of corporate, institutional, and government clients under the JPMorgan and Chase brands. With more than 200 years of history, the firm remains a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

Our Corporate Functions professionals span areas from finance and risk to human resources and marketing. These corporate teams are essential to the company, helping to set our businesses, clients, customers, and employees up for success.

Global Finance & Business Management teams strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk. By delivering information, analysis, and recommendations, these teams help the company navigate market conditions while protecting a strong balance sheet.

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Risk Management - Real Estate Credit Risk Associate

JPMorganChase Chicago, IL

15d ago

$125k - $140k/yr Full time Associate Banking Client Relations

Associate Banking Client Relations

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Job Description

Join JPMorganChase's Commercial and Investment Bank Real Estate Credit Risk team in Chicago, where independent risk assessment and credit approvals drive lending decisions across real estate clients. As a Risk Management - Real Estate Credit Risk Associate, you'll evaluate risk and support approvals for loans and lending-related transactions spanning real estate, lodging, gaming, homebuilding, and real estate services. The role is onsite in Chicago with a compensation range of USD 125,000 to 140,000 per year.

Responsibilities

Perform credit analyses and support senior credit officers in approving lending and trading transactions, including operating exposure considerations, either individually or as part of a deal team
Prepare credit approval memos that present historical financial statements, related financial analysis, and forecasts of cash flows for large corporate borrowers
Develop a forward-looking view of a company’s business, finances, and sector risks
Oversee and monitor a portfolio of client credit exposures across industries on an ongoing basis
Contribute to negotiating, finalizing, and executing documentation for loans and derivatives
Assess risk ratings and maintain updated credit research on the client portfolio
Oversee the CRE portfolio and participate in portfolio management and surveillance initiatives

Requirements

Bachelor’s degree in Finance, Accounting, Business, Economics or a related field
Minimum of four years of professional experience in corporate/commercial credit, investment banking, or relevant roles within financial services or risk agencies
Solid academic grounding in accounting principles, corporate finance, capital markets products, and macroeconomics
Strong financial analysis and modeling capabilities
Excellent verbal and written communication and interpersonal skills
Proficiency with Microsoft Office Suite, including Excel, PowerPoint, and Word

Technologies

Microsoft Office Suite
Excel
PowerPoint
Word

Benefits

Comprehensive medical and health coverage
On-site health and wellness facilities
Retirement savings plan
Backup childcare support
Tuition reimbursement program
Mental health resources
Financial coaching services

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Financial Advisor - BMO Bank

LPL Financial Milwaukee, WI

15d ago

$80k - $120k/yr Full time Advisor Banking Banking

Advisor Banking Banking

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Job Description

These are the Financial Advisor opportunities with LPL Financial at BMO Bank in Milwaukee, WI (onsite), offering a salary range of USD 80,000 to 120,000 per year. This position is not an employee of LPL Financial.

Responsibilities

Build a robust client base through the bank's established referral network.
Grow new client relationships by leveraging the bank's existing client base.
Develop client solutions without reliance on proprietary products, tailored to individual goals.
Scale your advisory practice with LPL's tools, technology, and comprehensive support.
Benefit from LPL's experience helping financial institutions expand and optimize investment programs.
Leverage the bank's reputation and community standing to deepen client engagement.

Requirements

Active Series 7 and Series 66 licenses required; Series 63/65 equivalents are acceptable.
Insurance license required.
Three or more years of investment sales experience.

Benefits

Access to proprietary technology and a suite of customized services.
Open architecture platform with access to thousands of investment products from leading third-party sponsors.
Resources and expertise across the firm to help you create client solutions.
The freedom to create solutions specific to your client’s goals.

Disclosures

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank.

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Associate Director-Credit/Collections

AT&T Orlando, FL

15d ago

$106k - $159k/yr Full time Manager Accounting Accounts Receivable

Manager Accounting Accounts Receivable

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Job Description

AT&T presents a senior leadership opportunity in Orlando to oversee credit risk and collections operations. This on-site role blends strategic execution with hands-on leadership, guiding the credit and collections team and aligning with cross-functional partners to protect cash flow and support customer outcomes. Based in Orlando, you will implement strategies, mentor staff, and coordinate with sales, finance, and other stakeholders to optimize credit policies and collections performance.

Responsibilities

Oversee the department's operations and day-to-day initiatives, ensuring consistent execution of plans.
Execute strategies established by senior leadership and ensure their effective implementation.
Lead staff across entry-level and professional levels within the organization.
Influence decisions regarding hiring, firing, disciplinary actions, promotions, and pay decisions for subordinates.
Credit risk and collections management: assess and monitor client creditworthiness, approve or decline credit applications based on thorough analysis, and develop and implement collection strategies to minimize overdue accounts and bad debt.
Collaborate with sales, finance, and other departments to align credit policies and communicate effectively; prepare and present regular credit and collections performance reports to senior management.
Provide leadership to the credit and collections team, ensuring training, motivation, and efficiency; develop and implement strategies, policies, and procedures to optimize performance.
Offer ongoing training and professional development opportunities for the team to support continuous improvement.
Perform other duties as assigned, maintain high levels of customer service, ensure compliance with relevant laws, manage external agency relationships, and evaluate technology solutions to enhance efficiency.

Requirements

5+ years of related experience.
Bachelor’s degree (BS/BA) desired.

Benefits

Medical, dental, and vision coverage
401(k) plan
Tuition reimbursement program
Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
Paid parental leave
Paid caregiver leave
Additional sick leave beyond what's required by state and local law may be available but is unprotected
Adoption reimbursement
Disability benefits (short term and long term)
Life and accidental death insurance
Supplemental benefit programs including critical illness, accident hospital indemnity, and group legal
Employee assistance programs (EAP)
Extensive employee wellness programs
Employee discounts up to 50% on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available), and AT&T phone services

Compensation Offered

Salary range for this role is $106,100 to $159,100 per year. Individual starting pay within this range may depend on geography, experience, expertise, and education/training.

Supervisor Role

Yes

Weekly Hours

Time Type

Regular

Location

Orlando, Florida

Salary Range

$106,100.00 - $159,100.00

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Financial Analyst

U.S. Eagle Federal Credit Union Albuquerque, NM

15d ago

$64k+/yr Full time Accounting Analyst Credit Analysis

Accounting Analyst Credit Analysis

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Job Description

U.S. Eagle Federal Credit Union seeks a Financial Analyst to review and interpret complex financial data, support asset and liability management, budgeting, profitability analysis, and the preparation of management reports for leadership. This onsite role is based in Albuquerque, New Mexico, with an annual salary of USD 64,133.

Location

Albuquerque, New Mexico (onsite).

Compensation

Annual salary: USD 64,133.

Responsibilities

Compiles and uploads data to vendor platforms.
Performs detailed reconciliations across multiple systems.
Supports administration of the credit union's Asset/Liability Management program and the Allowance for Credit Losses model.
Verifies the accuracy of model assumptions, inputs, and outputs.
Identifies opportunities to improve internal efficiency and maintains current procedures.
Produces management reports and distributes reports to departments, committees, and the Board of Directors.
Conducts analyses and reporting using diverse systems and datasets.
Collaborates with internal and external stakeholders to gather, analyze, summarize, and present recommendations on financial plans, operating forecasts, profitability, and related financial matters.
Performs peer and market benchmarking to identify opportunities and make recommendations.
Participates in the annual budgeting process and supports ongoing tracking of performance against budget.
Assists in deploying liquidity into the credit union's investment portfolio and monitors portfolio risk on an ongoing basis.
Performs additional duties as assigned.

Requirements

At least one year of experience in a role involving financial analysis or cost accounting techniques.
Bachelor's degree in finance, business, economics, or accounting is required.
Significant personal interaction inside and outside the organization to resolve conflicts, build relationships, and solicit cooperation; confidentiality and discretion are essential.
Solid knowledge of financial and economic concepts and their application in a business environment.
Strong business writing and oral presentation skills, with the ability to translate complex financial information into concise executive narratives.
Ability to prioritize tasks and plan work activities using effective time management techniques.
Strong analytical, decision-making, and problem-solving abilities.
Willingness and ability to learn and apply new skills and software applications.
Adaptability to change is required.
Proficiency with computers and software, with advanced Microsoft Excel skills required.
Strong spreadsheet management capabilities.
This position requires in-person work in Albuquerque, New Mexico.