Employee Relations

Employee Relations Finance Jobs

46 jobs found

Financial Advisor

Lead Advisor, LLC Bloomington, IL

1mo ago

$82k - $120k/yr Full time Advisor Book of Business Client Relationship

Advisor Book of Business Client Relationship

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Job Description

Overview

Our growing wealth-management clients are seeking capable professionals to develop and manage a financial planning practice as an advisor. Prior financial experience isn’t required, as the right candidate will be sponsored for industry licenses (investments, insurance, and Certified Financial Planner), have access to a financial planning training program, mentorship, and the infrastructure to build a practice. This role represents an entrepreneurial opportunity to grow a business with substantial support; if you’re seeking a traditional employee role, this may not be the right fit.

Key Responsibilities

Develop and expand your personal book of business by actively prospecting and generating new client leads.
Leverage existing professional, community, and personal networks to identify opportunities.
Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
Deliver presentations and financial plans addressing savings, investments, retirement, insurance, education, income/cash flow planning, and other financial priorities.

Qualifications

Bachelor’s degree
Strong communication, presentation, and interpersonal skills
Self-starter with high motivation, resilience, and the ability to work independently
Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses
Passion for helping clients achieve financial goals and willingness to build a career from the ground up

Skills & Competencies

Entrepreneurial mindset with a strong work ethic
Natural ability to network and develop professional relationships
Goal-oriented and comfortable in a performance-driven environment
High level of integrity and professional presence
Strong organizational skills for managing a pipeline of prospects and clients

Compensation & Benefits

Performance-based compensation with unlimited earning potential tied directly to production
Access to training, mentorship, and professional licensing support
Benefits package including 401(k) and health insurance; retirement plan options
Clear career path with potential for leadership opportunities

Job Details

Job Type: Full-time
Salary: $82,247.23 – $120,000.00 per year
Location: Bloomington, IL 61791
Work Location: In person
Ability to Commute: Bloomington, IL 61791 (Preferred)
Ability to Relocate: Bloomington, IL 61791 — Relocate before starting work (Preferred)

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Wealth Management Ayco | Analyst | Minneapolis, MN

Goldman Sachs Minneapolis, MN

1mo ago

$60k - $115k/yr Full time Analyst Ayco Brokerage

Analyst Ayco Brokerage

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Job Description

Goldman Sachs Wealth Management is dedicated to helping clients around the world achieve their most ambitious financial goals. Our advisor-led structure offers comprehensive financial planning, tailored investment management, full-service banking solutions, and strategic guidance for a diverse client base that includes ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. In addition, our consumer business delivers modern digital tools that support spending, borrowing, investing, and saving. Our ongoing growth is driven by a strong commitment to our people, clients, advanced technology, data-driven insights, and superior design.

Ayco, a Goldman Sachs partner, collaborates with Fortune 1000 companies to design and implement customized financial planning programs that promote the financial well-being of employees. Building on Ayco’s 50-year legacy and Goldman Sachs’ resources, we address evolving employee financial needs. We believe organizations serve stakeholders best when employees have clarity, understanding, and control over their finances. Ayco’s expert advisors and technical specialists guide clients through education and practical implementation across seven essential financial disciplines, including comprehensive employee benefit planning, to help individuals reach their personal financial goals.

How you will fulfill your potential

As a key member of our team, you will deliver exceptional financial guidance and support, directly contributing to clients’ financial success and peace of mind.

Strategic Client Engagement: Deliver personalized financial planning, investment guidance, and tax services through one-on-one consultations with individuals and/or corporate clients, including employees, executives, and high-net-worth individuals.
Insightful Financial Analysis & Reporting: Prepare advanced financial reports and analyses covering cash-flow optimization, income tax projections, investment allocation strategies, performance assessments, and estate planning flowcharts, translating complex data into actionable insights.
Cultivate Client Relationships: Engage in extensive phone and in-person interactions with clients and their external advisors, serving as a trusted resource to obtain essential information and provide expert financial advice.
Tax Expertise: Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes.
Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward.
Operational Excellence: Develop a thorough understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience.
Service Model Immersion: Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations.

What we are looking for

We seek highly motivated and detail-oriented professionals who are passionate about client success and possess a strong foundation in financial services.

Educational Foundation: Bachelor’s degree required.
Professional Certifications: FINRA SIE, Series 7, and Series 66 preferred; required within 4 months of hire.
Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication.
Organizational Acumen: Except

Location: Minneapolis, MN

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Financial Advisor

Lead Advisor, LLC Skokie, IL

1mo ago

$82k - $120k/yr Full time Advisor Book of Business Client Relationship

Advisor Book of Business Client Relationship

Apply Now

Job Description

Overview

Our clients, growing wealth management firms, are seeking talented professionals who can build a financial planning practice as an advisor. Prior financial experience is not required, as the right candidate will be sponsored for industry licenses (investments, insurance, and Certified Financial Planner), and will have access to a comprehensive financial planning training program, mentorship, and the infrastructure to establish and grow a practice. This is an entrepreneurial opportunity to develop a business with substantial support; if you seek a traditional employee role, this may not be the right fit.

Location: Skokie, IL

Key Responsibilities

Develop and expand your personal client base through active prospecting and generating new leads.
Leverage existing professional, community, and personal networks to identify opportunities.
Conduct discovery meetings to understand client goals and tailor financial solutions.
Deliver presentations and financial plans addressing savings, investments, retirement, insurance, education, income/cash flow planning, and other financial priorities.

Qualifications

Bachelor’s degree.
Strong communication, presentation, and interpersonal skills.
Self-starter with high motivation, resilience, and the ability to work independently.
Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses.
Passion for helping clients achieve financial goals and willingness to build a career from the ground up.

Skills & Competencies

Entrepreneurial mindset with a strong work ethic.
Natural ability to network and develop professional relationships.
Goal-oriented and comfortable in a performance-driven environment.
High level of integrity and professional presence.
Strong organizational skills for managing a pipeline of prospects and clients.

Compensation & Benefits

Performance-based compensation with unlimited earning potential tied directly to production.
Access to training, mentorship, and professional licensing support.
Benefits package.
Clear career path with potential for leadership opportunities.

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Controller

Vaco by Highspring Wendell, NC

1mo ago

$135k - $155k/yr Full time Accounting Construction Construction Accounting

Accounting Construction Construction Accounting

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Job Description

Overview

A large-scale construction organization is seeking a Controller to lead its accounting and financial reporting functions. Based in Wendell, NC 27591, this role supports operations across multiple offices and states. The Controller will oversee a seasoned accounting team, manage work-in-process (WIP) and percentage-of-completion accounting, and collaborate with leadership to ensure accurate reporting, compliance, and ongoing process improvement. This is a hands-on leadership position best suited for a collaborative, communicative professional who favors thoughtful process evolution over top-down changes.

Key Responsibilities

Manage all accounting operations for a multi-location commercial construction business
Lead month-end and year-end close processes to ensure timely, consistent completion
Direct work-in-process and percentage-of-completion accounting activities
Review and finalize financial statements and internal management reports
Ensure adherence to GAAP and construction-specific accounting standards
Oversee payroll activities in coordination with senior accounting staff, including confidential payroll matters
Administer tax-related deadlines and compliance requirements, including benefit-related filings
Lead, mentor, and develop an accounting team of roughly 10 to 12 employees through two direct reports
Partner with leadership and cross-functional teams to support operations and informed decision-making
Identify opportunities to streamline processes, reduce manual tasks, and maximize system capabilities
Support reporting and analytics initiatives
Occasional travel to other offices, approximately once per month

Team Structure

The Controller manages two direct reports. Each direct report oversees 4 to 5 team members. The team is tenured and stable, with day-to-day operations running effectively.

Systems and Tools

Cloud-based construction ERP system
Excel (heavy usage, including WIP calculations)
Reporting tools such as Crystal Reports
Microsoft Office Suite
Time entry system for labor tracking

Qualifications and Experience

Prior Controller or senior accounting leadership experience
Strong construction accounting background
Hands-on experience with work-in-process and percentage-of-completion accounting
Experience managing and developing accounting teams
Comfort working in Excel-heavy environments
Proven ability to meet month-end, year-end, and tax deadlines

Nice to Have

Experience with construction-focused ERP systems
Exposure to advanced reporting or business intelligence tools
Experience improving or automating WIP and reporting processes

What We Are Looking For

A collaborative, people-first leader who values team input
Someone who approaches change thoughtfully and involves others across departments
Strong communicator who favors direct conversation and relationship-building
Curious and ambitious professional willing to learn systems and continuously improve processes

Compensation and Benefits

Compensation will be determined based on a broad range of factors including the individual’s skills, experience and training, licensure and certifications, office location, and other business considerations. As required by local law in geographies that require salary range disclosure, the salary range for this role is noted in this job posting. The position may be eligible for discretionary bonuses, and employees can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

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Controller - Farmer Cooperative and Agricultural Supply Company

Northwest Wholesale, Inc. East Wenatchee, WA

1mo ago

$120k - $140k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Position Overview

The Controller is a senior executive accountable for the company’s overall financial stewardship while also guiding Human Resources and Information Technology operations. This role ensures robust financial controls, accurate reporting, compliant HR practices, and dependable IT systems. Serving as the primary operational partner to the CEO, the Controller combines strategic insight with practical execution. Location: East Wenatchee, Washington (East Wenatchee, WA 98802).

Finance & Accounting

Direct all accounting and finance activities, including general ledger, accounts payable, accounts receivable, payroll, fixed assets, inventory costing, and cash management
Prepare timely monthly, quarterly, and annual financial statements in accordance with GAAP
Manage month-end and year-end close processes
Monitor cash flow, working capital, and liquidity
Lead budgeting, forecasting, and financial analysis
Maintain and enhance internal controls and financial policies to minimize errors, omissions, and fraud
Coordinate audits, tax filings, and collaboration with external advisors
Provide financial analysis and recommendations to the CEO and leadership team
Oversee inventory accounting across multiple locations (fertilizer, ag chemical, post-harvest chemical, and packaging supplies)
Ensure accurate cost, pricing, and margin analysis
Remain informed about financial markets and industry trends affecting the company’s finances
Manage organizational debt and participate in loan negotiations

Human Resources

Oversee HR operations including payroll coordination, benefits administration, hiring support, onboarding, and maintaining employee records
Ensure compliance with federal, state, and local employment laws and regulations
Support performance management, compensation planning, and policy development
Serve as a resource to managers on HR-related matters
Manage HR vendors, benefit providers, and insurance programs

Information Technology

Oversee the company’s IT systems, infrastructure, and cybersecurity practices
Manage relationships with IT vendors and managed service providers
Ensure reliability and security of ERP, accounting, HR, and operational systems
Support systems implementations, upgrades, and process automation
Align IT capabilities with business needs and growth plans

Leadership & Operations

Lead and develop finance, HR, and IT staff
Establish department goals, priorities, and performance standards
Document and enforce policies and procedures across the function
Prepare forecasts and cash flow projections
Track performance against budget and identify risks or opportunities
Manage sales tax, income tax support, and regulatory filings

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred)
7+ years of progressive accounting experience; prior experience in agricultural supply, cooperative, distribution, or manufacturing is highly preferred
Experience managing multi-functional teams (finance, HR, IT)
Strong understanding of inventory accounting and cost of goods sold
Deep knowledge of GAAP, internal controls, and financial reporting
Working knowledge of HR compliance and IT systems management
Experience with ERP and systems implementations (e.g., Agvance, AgRetail, NetSuite, Microsoft Dynamics, Sage Intacct)
Excellent analytical, communication, and leadership skills
Manufacturing, distribution, or wholesale industry experience is a plus

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Financial Representative

LPL Financial Rockville, MD

1mo ago

$68k - $113k/yr Full time Call Center Client Relationship Management Client Service

Call Center Client Relationship Management Client Service

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Job Description

Overview

Imagine building a career where ambition meets innovation. At LPL Financial, professionals are empowered to shape their success while guiding clients toward their financial goals with confidence. You’ll have access to advanced resources within a collaborative environment and the freedom to make a meaningful impact. This role is based in Rockville, Maryland, and sits within Wealth Advisors Group (Wealth AG), a team of corporate employee advisors delivering investment solutions to mass affluent investors virtually and by phone. The advisor will assess clients’ immediate and long-term investment needs, design solutions aligned with individual goals, and help grow our book of 120,000 clients. This is a team-based call center setting that provides investment advice and guidance over the phone. The ideal candidate is driven, client-centric, and capable of delivering high-touch, professional service.

Responsibilities

Provide financial guidance and conduct client reviews over the phone through inbound and outbound calls
Process client transactions and handle general service requests
Prepare client reports and proposals as required
Support other departments and independent financial advisors in understanding the program
Engage in customer service training and other training to stay current with policies and procedures
Offer regular feedback to management to improve advisor experience and operational efficiency
Communicate operational and financial industry policies and procedures
Identify new sales and asset retention opportunities
Consistently apply sound business judgment
Research and resolve advisor and client issues

What we're looking for

We seek strong collaborators who deliver outstanding client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue excellence with integrity and are motivated to help clients succeed. We value creativity, continuous improvement, and contributing to a culture where we win together and find joy in our work.

Requirements

Bachelor's Degree or equivalent work experience
Series 7 license
Series 63 and 65, or 66 license (or the ability to obtain within 90 days of hire)
2+ years of direct client experience within the financial services industry (preferred)

Preferences

Life and Health licenses preferred
Excellent telephone service and relationship management skills
Proficient in Microsoft Office and web-based applications
Ability to assist customers in a call center environment while accessing data via multiple PC lookup applications; strong PC and data entry skills
Prior financial trading experience
Ideal candidate will have prior tele-sales experience
Excellent communication skills and a strong service ethic
Previous experience as a financial advisor
Prior LPL trading, financial-related service call center experience, or other service-related experience

Pay Range

$67,500.00-$112,500.00/year. The pay range includes base salary and potential sales incentive compensation based on the applicable incentive compensation plan for this position. Base salary is determined by factors including relevant skill, prior experience, education, internal peers’ base salaries, demonstrated performance, and geographic location. Incentive compensation depends on achieving goals outlined in the incentive plan. Additionally, the LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play—featuring 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter can discuss all that LPL has to offer.

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Employee Relations Finance Jobs

Financial Advisor

Wealth Management Ayco | Analyst | Minneapolis, MN

Financial Advisor

Controller

Controller - Farmer Cooperative and Agricultural Supply Company

Financial Representative

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