Computer Skills

Computer Skills Finance Jobs

42 jobs found

Financial Planner

NYL - Boston Westborough, MA

1mo ago

$80k - $150k/yr Full time Financial Planning Planner Sales

Financial Planning Planner Sales

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Job Description

Are you a strong listener with a talent for turning analytics into practical financial strategies? We are seeking a money-minded individual ready to launch a career in the financial services industry. Our entry-level financial planner candidate is passionate about building long-term relationships and has an interest in financial data, estate planning, business administration, mutual funds, and more. If you have excellent communication skills and strong attention to detail, this opportunity could be a great fit.

Compensation

$80,000 - $150,000 yearly

Responsibilities

Provide strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Be coachable, organized, and engaged as a team member pursuing training development and educational opportunities
Develop tailored financial plans by considering clients’ life stage, professional circumstances, and evolving financial needs
Proactively seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Assess cash flow, income, financial status, financial goals, monetary assets, and all other wealth-management considerations to help clients define and achieve their objectives

Qualifications

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products
Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
Requires a Bachelor's degree in business administration, finance, or another related field
A Bachelor's degree in finance, business administration, or alternate related analytical field is preferable, but not required

Location

Westborough, MA

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Automotive Finance Manager

Asbury Murray, UT

1mo ago

Full time Manager Automotive Automotive Finance

Manager Automotive Automotive Finance

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Job Description

Company Overview

Larry H. Miller Automotive Group is part of Asbury Automotive Group (NYSE: ABG), a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies such as Clicklane and a strong commitment to our team members, guests, and partners. Our culture, guided by our North Star and Compass and energized by our DRIVE values, strives to become the Most Guest Centric Automotive Retailer. We have been recognized as a top place to work by Newsweek and US News & World Report.

Role Overview

As an Automotive Finance Manager, you will influence the vehicle buying experience by managing the financial transaction process for each customer. You will collaborate with lenders to secure approvals, prepare financial paperwork, and advise staff on DMV regulations. You will work closely with the sales team and customers to facilitate financing, build rapport to generate referrals, and present finance and insurance options.

Key Responsibilities

Manage the financial transaction portion of the vehicle buying experience for every customer.
Coordinate with lenders to obtain bank approvals, produce financial paperwork, and advise staff on DMV laws.
Collaborate with the sales team and customers to assist with the financing process.
Build a network of referrals by establishing strong customer relationships.
Consult on and sell finance & insurance warranties to customers.
Produce and submit accurate paperwork for title processing and to secure funding in a timely manner.
Achieve monthly objectives and meet deadlines for submitting paperwork to lenders and accounting.
Handle and secure customer funds during transactions and remit them to accounting.
Ensure compliance with local and national regulations and educate the sales team on state law changes related to vehicle purchases.
Partner with service advisors to assist customers with purchasing extended warranties when needed.
Create and maintain strong customer relationships and maintain an impeccable reputation with lenders and vendors.
Deliver a clear finance and insurance menu presentation, explaining warranty packages.
Assist sales professionals in explaining lending options and warranties to customers as needed.
Maintain relationships with local and national bank and manufacturer representatives and meet with them monthly.
Demonstrate advanced computer skills with Microsoft Office and dealership management systems.
Remain detail-oriented and organized in a fast-paced environment; think strategically to find solutions for every customer.
Be self-motivated and a cooperative team player.
Demonstrate understanding of tag and title laws (DMV).
Prior automotive sales consultant experience required; 1–3 years.
Bachelor’s Degree in Business Administration, Marketing, Finance, or related field preferred; MBA a plus.
A proven track record of impeccable customer service ratings.
Ability to pass pre-employment screenings (background check and drug test).

Qualifications and Requirements

1–3 years of prior automotive sales consultant experience.
Bachelor’s degree in Business Administration, Marketing, Finance, or related field preferred; MBA is a plus.
Strong customer service history and proven ability to build relationships with customers, lenders, and vendors.
Experience with tag and title laws and DMV regulations.
Advanced computer skills, including Microsoft Office and dealership management systems.
Ability to work independently and as part of a team in a fast-paced environment.
Excellent communication and presentation skills for explaining financing and warranty options.
Must be able to pass pre-employment screenings (background & drug test).

Benefits

Pay and Recognition: Paid holidays and paid time off; paid training; stock awards (select management and front-line team members eligible).
Insurance / Retirement: Medical, vision, dental, accident, critical illness, and hospital indemnity plans; up to 12 weeks of paid pregnancy leave (disability leave); paid parental leave; health savings accounts; flexible spending accounts (tax-free); short-term and long-term disability; life insurance (whole and term); 401(k) with company match.
Learning, Tuition Assistance and Career Development: Digital career path and ongoing development opportunities.

Location

Murray, Utah 84107

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Computer Skills Finance Jobs

Financial Planner

Automotive Finance Manager

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