Digital Solutions

Digital Solutions Finance Jobs

28 jobs found

Salesforce Developer

DB Services Indianapolis, IN

7d ago

$65k - $85k/yr Full time Aura CI/CD Developer

Aura CI/CD Developer

Apply Now

Job Description

DB Services is seeking a Salesforce Developer to design, build, test, and deploy Salesforce code across Apex, LWC, Aura, and Visualforce. This onsite role in Indianapolis partners with a Salesforce architect, a team lead, and fellow consultants to maintain and enhance Salesforce implementations while pursuing additional certifications. The position emphasizes hands-on development, collaboration, and delivering reliable CRM solutions for a diverse set of clients.

Responsibilities

Design, develop, test and deploy Apex, LWC, Aura and Visualforce code on the Salesforce platform.
Maintain and support code in Salesforce implementations of all shapes and sizes.
Work daily with a team composed of a Salesforce architect/team lead and other Salesforce consultants and developers.
Develop using SFDX in Visual Studio Code.
Create unit tests in Apex, LWC and Aura.
Integrate with 3rd party APIs using Apex or JavaScript.
Demo completed work during iteration meetings with customers.
Implement best practices on pro code customizations to minimize technical debt.
Recommend and implement low code customizations if more appropriate than pro code.
Maintain Salesforce certifications.
Acquire new certifications with time on the job for learning.
Write technical articles for dbservices.com.

Requirements

1-2 years working as a developer on the Salesforce platform OR another object-oriented platform such as Java, .NET or JavaScript.
Bachelor’s degree in computer science or STEM field.
Ability to work in a fast-paced environment and juggle multiple projects and accounts.
Excellent communication skills with ability to effectively communicate technical concepts to non-technical individuals.
Works well in a team.
Excellent time management with ability to manage to and meet deadlines.
Strong analytical skills with ability to take complex situations and determine optimal solutions for them.
Enjoys learning and keeping up with the latest and greatest in the Salesforce space.
Ability to type a minimum of 50 words per minute.

Technologies

Salesforce
Apex
LWC
Aura
Visualforce
SFDX (Salesforce DX)
Visual Studio Code
JavaScript

Benefits

Base salary with commission and bonus structures
15 Days of PTO available from Day 1
Company benefits
Wellness program reimbursements
Student loan reimbursement assistance
Company-funded professional development
Provided lunches

About DB Services

DB Services is a growing digital transformation consulting company based in the Indianapolis area with clients located around the world. Since 2003, we’ve provided application and workflow solutions using Claris FileMaker, Salesforce, web applications, and managed server services to Fortune 500 companies, small businesses, K-12 institutions, universities, and nonprofit organizations alike. We work across industries including finance, education, nonprofit, wholesale, healthcare, and more.

Our Clients & History

Since 2003, we’ve provided application and workflow solutions to Fortune 500 companies, small businesses, K-12 schools, universities, and nonprofits. Our clients rely on us to design powerful solutions and deliver outstanding customer service. Building long-term client relationships is at the core of our business model, and we focus on building a cohesive and capable team to accomplish our objectives.

Collaboration & Respect

We aim to foster a culture of respect and collaboration where diverse perspectives and experiences are valued. Everyone is treated with fairness. We approach our work with enthusiasm, a quick learning mindset, continuous improvement, and celebration of wins. If you’re driven to perform, you’ll fit right in. We encourage employees to bring their best, genuine selves to work.

View full job page →

Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

14d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

Advisor Bachelor's Degree Business Development

Apply Now

Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

View full job page →

Financial Planning Associate

Lake Growth Financial Services Saint Charles, IL

16d ago

$60k - $100k/yr Full time Marketing Associate Business Development

Marketing Associate Business Development

Apply Now

Job Description

On site in Saint Charles, IL, Lake Growth Financial Services offers an in office path to financial planning expertise. You will learn under CERTIFIED FINANCIAL PLANNER mentoring while delivering financial strategies to more than 1,400 clients, with a potential route to CFP designation.

Benefits

Flexible schedule
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement

Responsibilities

Develop and sustain strong client relationships through attentive listening
Lead client interviews and conduct six month reviews
Maintain a professional appearance in business casual attire
Apply coaching to support clients in areas such as plan design, sales process improvements, marketing, and retention
Stay informed on industry trends and developments impacting the business
Plan daily and weekly activities to prioritize core tasks and meet benchmarks
Deliver work with accuracy, clarity, organization, and attention to detail
Prepare and present financial solutions for clients in person or virtually
Reach out to providers to clarify, move business, and troubleshoot as needed
Provide service for new and existing clients as required
Collaborate with team members through regular meetings

Requirements

Bachelor’s degree (higher is preferred but not required)
Proficiency with Zoom, DocuSign, spreadsheets, word processing, PDF editing software, VOIP, digital file services, and database entry
Strong written and verbal English communication skills
High level of confidentiality and integrity; protect client privacy in line with guidelines
Excellent customer service capabilities
Highly organized with a system to manage workflow and deliverables
Active Life & Health Insurance License or ability to obtain
CERTIFIED FINANCIAL PLANNER designation or ability to obtain
Ability to be contracted with multiple carriers (requires solid financial status and clean credit)
Within a 30 minute commute to the Fox Valley office in St. Charles, IL
Valid Illinois driver’s license and access to a working car
Lake Growth recognizes unique strengths and may tailor roles to fit individual talents

Technologies we use

Zoom
DocuSign
Spreadsheets
Word processing
PDF editing software
VOIP software
Digital file services
Database entry skills

Compensation

This is a full time exempt role with a competitive pay package and eligibility for bonuses. Federal holidays are paid, along with paid time off, and the plan includes health benefits. In the first year, the base salary starts at $5,000 per month, with commissions added after licensing, training, and new business writing. The compensation structure is production based with tiered growth and clear pathways for higher earnings.

Year 1 earnings sit in the mid five figures, with licensing, training, and new business activity opening the door to six figures in Year 2 and additional income opportunities thereafter.

What you can Expect

A one year training program to learn the business and define the next career steps, with ongoing training as needed
Office space for meetings, a workstation, computer, additional tech, office supplies, and support
Regular touchpoints for training, updates, questions, and clarification
Direct access to a network of seasoned Financial Planning Associates and peers sharing best practices
Mastermind access to hundreds of financial planners, CPAs, and insurance agents nationwide, including webinars and workshops
Quarterly progress reviews with leadership
Opportunities for growth within a developing business framework

What We Expect

Consistent punctuality and a strong drive for success in financial services
Humility, teachability, conscientiousness, integrity, and a readiness to tackle challenging tasks
Professionalism, excellent customer service, clear communication, perseverance, and diligence
Respect for clients and colleagues in all interactions
Self direction with the ability to manage daily tasks with minimal supervision
Commitment to compliance and operating with integrity in every facet of the business
A quiet, professional work environment and reliable access to mobile and video conferencing
Willingness to attend both in person and virtual meetings

Ideal Candidate Qualities

Accountability: see it, own it, solve it, do it
Solution orientation: contribute to solutions while respecting others
Proactive posture: act now and seek what else can be done
Growth mindset: seek coaching and opportunities to improve
Personal ownership: take pride in work and pursue effective, meaningful results

View full job page →

Citizens Banker

Citizens Financial Group Philadelphia, PA

17d ago

$25+/hr Full time Advisor Banker Banking

Advisor Banker Banking

Apply Now

Job Description

Citizens Financial Group offers meaningful work and close relationships, a strong commitment to the community, clear opportunities for career growth and upskilling, and exceptional benefits. This onsite Citizens Banker role in Philadelphia, PA comes with a compensation of USD 25 per hour, and provides a pathway to support customers across spending, saving, borrowing and investing needs while coordinating with Wealth Management, Mortgage and Business Banking for more complex situations.

Responsibilities

Provide recommendations and help customers with financial solutions across spending, saving, borrowing and investing needs.
Understand each customer’s personal financial goals and propose tailored plans to help them reach those goals, whether planning for the future, buying a home, or opening a new credit card.
Promote digital and mobile first banking options, guiding customers to use the bank app and ATMs for transactions.
Collaborate with partners in Wealth Management, Mortgage and Business Banking to address more complex financial needs.
Make outbound calls to attract new customers and schedule financial checkups, recognizing that a fit today may evolve over time.
Adhere to all financial policies and procedures, including proper cash handling and compliance with state and local laws.

Requirements

High school diploma or GED required
Two years of sales and customer service experience with a track record of meeting or exceeding goals
Strong ability to ask questions and identify needs to strengthen the customer relationship
Proven success in building relationships and recommending and referring products and services through in-person and phone interactions
Demonstrated skills using digital technology to support business goals
Problem solving aptitude to provide practical solutions for customer issues
Collaborative mindset to strengthen relationships with teammates, partners and specialists
Self-motivated, confident and able to multitask effectively
Availability to work branch hours, including weekends and evenings
Compliance with SAFE Act requirements, including successful pre-employment screening and obtaining an NMLS unique identifier
Complete a video interview assessment after applying, within seven days of receiving the link

Benefits

Meaningful work and relationships
Commitment to the community
Career opportunities, reward and upskilling
Exceptional benefits

Hours and Work Schedule

Hours per week: 40

Work schedule: Varies with branch needs and may include weekends and evenings

Equal Employment Opportunity

Citizens and its affiliates provide equal employment and advancement opportunities to all applicants and colleagues without regard to age, ancestry, color, citizenship, disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information or characteristic, marital or domestic partner status, victim of domestic violence, family status or parenthood, or other protected characteristics. We evaluate individuals on merit and fit for the role.

Background Check

Any offer of employment is contingent on successfully passing a background check. This may include checks of credit, motor vehicle records, public records, prior employment verification and criminal history. The final determination will consider regulatory requirements and the nature of the background in relation to the job.

Awards We've Received

Glassdoor
Best Place to Work in Consulting, Finance & Insurance
The Banker's
US Bank of the Year
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award

View full job page →

J.P. Morgan Wealth Management – Private Client Advisor- Grand Rapids, MI and Surrounding Areas

JPMorganChase Grand Rapids, MI

20d ago

Full time Advisor Areas Banking

Advisor Areas Banking

Apply Now

Job Description

A Private Client Advisor within Chase Wealth Management delivers comprehensive financial planning and personalized investment guidance to individuals and families, building a book of business through digital channels.

Responsibilities

Support teammates and the bank's goals while fostering a culture that values diversity and inclusion.
Develop and manage a client book, delivering tailored investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Uphold unwavering integrity, doing what is right for clients at every opportunity.
Educate clients on the technology and channels available to monitor, maintain, and access their investments.
Provide a holistic view of client needs and extend financial coaching beyond investments.
Embrace digital innovations to help clients bank when, where, and how they want, increasing digital confidence.

Requirements

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
Valid and active Series 7 license.
Valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
Valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.
Location: Grand Rapids, MI (onsite).

Benefits

Base salary determined by the role, experience, skills, and location.
Commission-based pay and discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.

Investment and Insurance Products are

Not FDIC insured
Not insured by any federal government agency
Not a deposit or other obligation of, or guaranteed by, JPMORGAN CHASE BANK, N.A. or any of its affiliates
Subject to investment risks, including possible loss of the principal amount invested

View full job page →

Senior Premier Banker Arlington, VA

Wells Fargo Arlington, VA

22d ago

Full time Senior Advisor Arlington

Senior Advisor Arlington

Apply Now

Job Description

Wells Fargo offers robust benefits, competitive compensation, and programs designed to support work‑life balance and well‑being. As a Senior Branch Premier Banker SAFE in Arlington, onsite, you will play a pivotal role in proactively attracting affluent clients, deepening relationships, and guiding clients toward financial options that align with their goals. You will collaborate with specialist teams to meet clients' financial needs while upholding prudent risk management.

Responsibilities

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships through outreach and pre-planned appointments.
Review and analyze moderately complex customer concerns for resolution through discretionary application of applicable protocols.
Escalate banking related issues or business risks that require in‑depth evaluation.
Advise customers on various aspects of recommended and available financial options and services.
Maintain deep knowledge of Wells Fargo's banking, credit and investment solutions and services.
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet identified needs and goals.
Understand and manage risks by adhering to policies, procedures and controls and ensuring compliance with applicable laws and regulations.
Collect information from customers regarding income, assets, investments, and credit; analyze information to develop customized plans highlighting Wells Fargo options and services.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships and help customers succeed financially.
Exercise independent judgment in managing client relationships through regular meetings to review financial condition and goals, and provide advice on banking services and options.
Be an active member of the branch team, guiding other branch employees on developing relationships and managing moderately complex to complex client needs.
Note that this SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking applications for dwelling secured transactions; compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required. Ongoing employment depends on meeting licensing requirements and background checks; Loan Originator requirements may also apply.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.
Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking;
Experience recommending financial services products and services.
Successfully completed FINRA Series 6 and 63 exams (or recognized equivalents) to qualify for immediate registration.
State Insurance license(s).
3+ years of experience in a licensed financial services position.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Excellent verbal, written, and interpersonal communication skills.
Knowledge of book of business processes to actively manage Wells Fargo customers to meet needs and grow the business.
Knowledge of Branch Banking compliance controls, risk management, and loss prevention.
Ability to follow policies, procedures, and regulations.
Ability to educate and connect customers to technology and share the value of self‑service digital banking options.
Experience using business acumen to provide financial services consultation to small business customers.
Knowledge of consumer lending products.
Integrity and professionalism in interactions with customers and employees.
High motivation with the ability to meet team objectives while maintaining individual performance.
Experience mentoring and peer coaching others.

Benefits

robust benefits
competitive compensation
programs designed to help you find work‑life balance and well‑being

Why Wells Fargo

Wells Fargo is positioned as a global leader in financial services, focused on driving innovation, empowering communities, and helping customers succeed. A meaningful career here blends robust benefits, competitive pay, and programs that support well‑being and personal growth.

About this role

Wells Fargo is seeking a Senior Branch Premier Banker SAFE in Consumer Banking and Lending within Branch Banking. Upon completing the required licensing and SAFE registration, the Senior Branch Premier Banker LP SAFE will transition to the Senior Branch Premier Banker SAFE role.

Job expectations

Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices and risk management culture.
Current registration for FINRA Series 6 and Series 63 (or equivalents) is required or must be completed within a specified period. For certain exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) co‑requisite will be required.
For the states listed, Series 65 (or equivalent) may be required within a specified period; conditions vary by state and WY may permit certain exemptions. Licensing lists are subject to change.
State Insurance license(s) required and must be completed within a specified period.
Licensing requirements and timelines will be communicated upon offer acceptance.
Obtaining and maintaining FINRA licenses is required for ongoing employment; Wells Fargo will initiate the FINRA review process at offer acceptance. SAFE registration is required at the time of employment.
Loan Originator qualification requirements under the CFPB and Wells Fargo policies, including financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess financial responsibility; a credit score is not part of the evaluation.
Ongoing regulatory requirements and potential additional screening as necessary.
This position is not eligible for visa sponsorship.

Posting locations

1000 West Broad Street, Falls Church, VA 22046
1011 North Stafford Street, Arlington, VA 22201
951 S George Mason Drive, Arlington, VA 22204
3140 N Washington Blvd, Arlington, VA 22201
2213 N Glebe Road, Arlington, VA 22207
1500 Wilson Blvd, Suite 101, Arlington, VA 22209
1701 North McKinley Road, Arlington, VA 22205
2311 Wilson Blvd, Arlington, VA 22201
5797 Leesburg Pike, Falls Church, VA 22041
2928 Annandale Road, Falls Church, VA 22042

Posting end date

16 Apr 2026

We value equal opportunity

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

View full job page →

Financial Consultant-Entry Level

Associate Staffing Des Moines, IA

22d ago

$65k - $70k/yr Full time 401k Advisor Business Development

401k Advisor Business Development

Apply Now

Job Description

This entry-level Financial Consultant role, based onsite in Des Moines, IA, centers on educating clients about retirement and investment needs, identifying opportunities, and supporting related transactions. The position requires a Series 7 and either Series 66 or a 63/65 license, a bachelor’s degree, and at least two years of experience.

Responsibilities

Provide guidance on benefit events for former participants, individuals in Personal Retirement Accounts, or those approaching a benefit event, including asset retention and offering additional product solutions.
Educate and assist current and prospective clients interested in their personal investment and risk management needs; facilitate requested transactions or refer to another team when appropriate.
Identify current or potential needs of retail customers.
Perform other job-related duties and projects as needed.

Requirements

Active Series 7 and Series 66 or 63/65 licenses
Bachelor's degree or equivalent plus at least two years of experience, preferably in financial services
Excellent verbal and written communication skills with the ability to establish trust and rapport with customers over the phone
Proficiency with desktop computer technology and digital communication mediums
Detailed knowledge of retail investment products as well as employer-sponsored retirement plans

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Who we are

A Fortune 500 financial services corporation with a heritage spanning nearly 150 years, offering a comprehensive suite of investment, insurance, and retirement solutions. The firm serves a diverse clientele ranging from individual investors to corporate entities, and emphasizes partnerships that support financial prosperity and security. Through ongoing innovation and tailored solutions, it enables clients to pursue their financial goals.

Equal Opportunity Employer

Associate Staffing is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to fostering a diverse and inclusive workplace and invite applicants from all backgrounds to apply for open positions with our company.