Continuing Education

Continuing Education Finance Jobs

26 jobs found

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

7d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

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Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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Financial Advisor

JJ Advisor Group Rapid City, SD Hybrid

9d ago

$50k - $70k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Licensed Financial Advisor role in Rapid City, SD with JJ Advisor Group, focusing on relationship management, client growth, and comprehensive financial planning and wealth management; relocation assistance provided.

Responsibilities

Prepare for client meetings with research and investment analysis, address problems, resolve issues, and deliver financial planning recommendations to meet client needs.
Provide premier service to current clients, ensuring high-quality support and responsiveness.
Develop effective working relationships with internal teams and external professionals to deliver coordinated client service.
Conduct and document communications with clients and prospects, preserving clear records of interactions.
Manage, organize, present data, and review performance on a weekly, monthly, and quarterly basis.
Attend client and team meetings, document notes, assign tasks, and follow up on action items.
Drive project progress and delegate tasks as needed to meet deadlines.
Assist in growing the firm’s new client relationships and contribute to business development efforts.

Requirements

Strong interpersonal and communication skills to engage with financial advisors, support staff, vendors, and Cambridge home office personnel on sensitive matters.
Thorough understanding of company policies, procedures, and applicable regulations.
Professional, courteous demeanor when working with advisors, administration, and clients in a deadline-driven environment.
Commitment to delivering a premier level of customer care in a calm, professional manner.
Ability to organize, manage, track, and complete multiple detailed tasks and assignments.
Solid analytical skills for researching and resolving problems.
Ability to work independently with minimal supervision.
Extensive documentation of all client communications.
Operate with high integrity, adhere to compliance rules, and avoid shortcuts.
Proficiency with Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite.
Ability to build trust and lasting relationships with clients.

Education and Experience

Bachelor’s degree and at least two years of experience in the financial services industry, or an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensing.

Technologies

Wealthport
eMoney
Redtail
Riskalyze
Microsoft Office Suite

Compensation

Salary: USD 50,000 - 70,000 per year

Location

Rapid City, South Dakota (hybrid)

Benefits

Relocation assistance to Rapid City, South Dakota
Opportunity for future ownership in the company

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Financial Advisor / Insurance professional

New York Life Insurance Company Melville, NY

10d ago

$75k - $100k/yr Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

As a licensed financial services professional with New York Life Insurance Company, you build a financial sales and insurance practice, assist clients with retirement and college funding planning, and benefit from thorough training, ongoing guidance, and a flexible schedule with strong earning potential.

Responsibilities

Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting informational gathering meetings with clients
Analyzing client needs and presenting potential financial sales solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
Ongoing development of professional skills and knowledge

Requirements

College degree preferred
Previous sales experience a plus
Life and health licenses within 30 days of acceptance (company will pay for costs)
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
Organized, detail-oriented, and excellent time-management skills
Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
Ability to work in a team-based environment

Insurance and Financial Sales Professional Qualifications

College degree preferred
Sales experience is advantageous
Life and health licenses within 30 days of joining; costs covered by the company
Highly self-motivated, disciplined, capable of working with minimal supervision
Organized and detail-oriented with strong time-management capabilities
Strong sales, analytical, decision-making, interpersonal, leadership and communication skills
Able to operate effectively within a team environment

What You'll Experience Here at New York Life

A flexible lifestyle that supports balance
Opportunities for personal and professional financial growth
Potential for high earnings within the role
Giving back through valuable service to the community
Fast Track Management program available within two years for qualified applicants

Training

NYLIC University is a cornerstone of professional development, widely regarded as one of the industry's most extensive training platforms. The position includes a robust benefits package to support ongoing growth, including a defined benefit pension plan, a 401(k) savings plan, comprehensive health, dental, life and disability coverage, continuing education reimbursement, reimbursement for industry designations, and discounts from major wireless carriers.

Required Experience

Sales experience: 1 year

Benefits

Defined Benefit Pension Plan*
401(k) Savings Plan
Health, Dental, Life, and Disability Insurance
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Vision insurance

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Associate Financial Advisor

NettWorth Financial Group Cumming, GA

11d ago

$70k - $90k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

Join NettWorth Financial Group in Cumming, GA for a mentor-led, full-time role designed to support your growth as a financial advisor. You will service a client book, contribute to comprehensive financial planning, oversee portfolio alignment with client goals, and participate in business development, all within a collaborative environment that provides strong administrative and marketing support. This onsite position offers access to the firm’s longstanding brand presence and a robust toolkit for client illustrations and reporting.

Benefits

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of the firm due to its tenure and community presence
The equipment and software you need for illustrations and reports

Compensation

Pay: USD 70,000 - 90,000 per year

Professional Growth

Training with a commitment to ongoing education to expand knowledge of financial products and services in changing market conditions
Grow a financial practice through effective prospecting, referrals, and developing new client relationships within target markets
Develop selling skills, deepen subject matter expertise, and enhance sales capabilities
Opportunity to obtain recognized professional designations as a sign of excellence
Entrepreneurial mindset with a strong work ethic and a focus on helping clients achieve financial confidence

Responsibilities

Service the Senior Advisor’s book of business
Lead client review meetings and manage multiple client relationships
Oversee and monitor portfolios to ensure alignment with goals
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements, perform calculations, and run illustrations
Research and resolve client service issues as needed
Calendar management for scheduling meetings, conference calls, confirmations, and materials
Maintain accurate client information in proprietary systems and CRM
Draft written and electronic correspondence as needed
Process cashiering and asset movement requests such as distributions, wires, and checks
Generate referrals and cultivate new client and professional relationships
Provide office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Requirements

Industry and product knowledge
Strong customer relationship skills, service orientation, data entry accuracy, confidentiality, problem resolution, and MS Office proficiency (Word, Excel, Outlook)
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar and Zoom
Excellent oral and written communication skills
Energetic and outgoing personality with strong interpersonal abilities
Excellent organizational, time management, and multitasking skills
Detail-oriented, organized, and capable of multitasking in a fast-paced environment
Ability to work some evenings and weekends depending on event schedule
Ability to work independently and under pressure
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree required
Minimum four years of experience in the financial services industry or an equivalent combination of experience, education, and/or training as approved by the firm
Client service and relationship management experience required

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensure
Series 7 designation required

Location and Work Arrangement

Location: Cumming, GA 30040; Onsite / In person

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Treasury Manager

Uline Pleasant Prairie, WI

11d ago

Full time Manager Banking Cash Flow

Manager Banking Cash Flow

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Job Description

Uline, a respected name in supply chain solutions, seeks a Treasury Manager to guide a team of treasury analysts from its Pleasant Prairie, Wisconsin campus. This onsite role focuses on leading cash flow efforts, safeguarding liquidity, managing banking relationships, and mitigating currency risk to support Uline's growing North American business.

Responsibilities

Lead and mentor a team of treasury analysts, assigning tasks and ensuring efficient cash flow operations.
Oversee daily cash management and investment activity, along with cash forecasts and liquidity reporting.
Manage banking relationships and advise on fee structures and financial service agreements.
Provide recommendations to manage foreign currency exposure and facilitate currency conversions.
Supervise the issuance of letters of credit and performance bonds.
Streamline treasury processes, strengthen system controls, and ensure compliance with documentation standards.

Requirements

Bachelor's degree (finance, accounting or economics preferred)
Minimum of five years of experience in managing treasury operations and leading teams
Experience overseeing investments and operating in a multi-currency environment
Certified Treasury Professional (CTP) designation preferred

Benefits

Health insurance
401(k) with 6% employer match
Bonus programs
Paid holidays and generous paid time off
Tuition assistance for continuing education

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Careers with potential. Backed by more than 45 years of success, Uline offers opportunities to grow your career within a stable organization you can rely on.

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Associate Financial Advisor

CROWN FINANCIAL GROUP Tupelo, MS

15d ago

$75k - $86k/yr Full time Advisor Associate Business Development

Advisor Associate Business Development

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Job Description

At Crown Financial Group in Tupelo, Mississippi, the Associate Financial Advisor role centers on helping clients maximize their money through thoughtful education and customized financial planning. The position combines evaluating each client’s financial picture with presenting clear, actionable strategies, all while staying attuned to evolving market conditions. The ideal candidate will communicate confidently, deliver compelling presentations, and pursue a long term career in financial guidance.

Overview

Location: Tupelo, MS (onsite) | Salary: USD 75,000 - 86,000 per year | Education: Bachelor's degree in finance or a related field

Job Summary

This role focuses on educating clients about how to best deploy and invest their funds, assessing each individual's financial landscape, and proposing a strategic plan. The right candidate will analyze market data, demonstrate strong communication and presentation abilities, and build a path toward a successful career in financial guidance.

Responsibilities

Collect detailed client information to map their overall financial situation and craft personalized financial plans
Advise across a spectrum of financial products and services
Network to grow and sustain a robust client base through relationship development
Seize opportunities to present, educate, and promote services
Maintain current knowledge of market trends and industry developments
Commit to ongoing professional growth through continuing education, seminars, and training opportunities

Requirements

Bachelor’s degree in finance or a related field
Previous experience as a Financial Advisor or related role
Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
Understanding of the market’s financial data
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software
Excellent negotiation, communication, and presentation skills

Technologies

Microsoft Office
Excel
Financial planning software
Customer relationship management software

Benefits

Performance-based bonus
Opportunity for advancement
Training and development
Wellness resources
Career advancement opportunities
Flexible scheduling
Competitive compensation

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Associate Financial Advisor

CROWN FINANCIAL GROUP Oxford, MS

15d ago

$92k - $110k/yr Full time Advisor Associate Business Development

Advisor Associate Business Development

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Job Description

Crown Financial Group seeks an on-site Associate Financial Advisor in Oxford, MS, offering USD 92,000 - 110,000 per year.

Responsibilities

Collect and analyze comprehensive client financial data to assess current circumstances, goals, risk tolerance, and develop tailored, actionable financial plans
Assess client objectives and propose a range of suitable financial products and services designed to help meet short and long term goals
Proactively network within the community and industry to build trusted relationships and grow a durable, high‑potential client base
Identify speaking engagements and educational opportunities to inform clients about financial planning while promoting services and building conversion opportunities
Monitor market developments and industry trends to keep recommendations current and aligned with changing conditions
Demonstrate a commitment to ongoing professional growth by engaging in continuing education, attending seminars, and pursuing relevant training

Requirements

Bachelor’s degree in finance or a related field from an accredited program
Prior experience in a financial advisory role or an equivalent position within the financial services sector
Valid qualification certificates such as FCA, CII, DipFA, CISI, or other recognized credentials
Strong ability to interpret market data and translate insights into practical guidance for clients
Proven track record delivering data-driven financial recommendations that clients can trust
Skilled at simplifying complex financial concepts so clients with diverse backgrounds can understand
Proficiency with a broad set of software tools including Microsoft Office, Excel, financial planning platforms, and CRM systems
Strong negotiation, written and verbal communication, and presentation abilities essential for client interactions and stakeholder engagement