Employer Plans

Employer Plans Finance Jobs

17 jobs found

Central Associate Advisor

B.O.S.S. Retirement Solutions Lehi, UT

14d ago

$70k+/yr Full time Advisor Associate Central

Advisor Associate Central

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Job Description

In Lehi, Utah, this hybrid Central Associate Advisor role offers a competitive path within B.O.S.S. Retirement Solutions. The position provides a salary of USD 70,000 per year and supports remote portfolio management with occasional in-person meetings across Wasatch Front offices. You will conduct annual client reviews, drive high-level client service and asset onboarding, and operate with Series 65 and Life & Health licenses.

What we offer

Salary of USD 70,000 per year
401(k) plan with employer contributions
Health, dental, and vision insurance
Paid time off
Hybrid work arrangement based in Lehi, Utah

Responsibilities

Conduct regular client annual reviews
Execute client service and transaction requests with efficiency and precision
Meet production targets by identifying and onboarding off-held assets with clients
Continually enhance retirement plans using The B.O.S.S. Retirement Blueprint
Ensure all aspects of client retirement plans are executed
Grow the client portfolio by seeking referrals and meeting with prospective clients

Requirements

2+ years of financial services experience with emphasis in customer service
Utah Life and Health Licenses required
Series 65 required (or equivalent)
Proficiency with CRM, Microsoft Office, and Mac IOS
Bachelor’s degree preferred
Experience with CRM is preferred, not required

Licenses and Certifications

Life and Health Insurance License (Required)
Series 65 (Required)

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Chief Financial Officer

Forks Lath & Plaster, Inc. Grand Forks, ND

16d ago

$120k+/yr Full time Finance Director Accounting Audit

Finance Director Accounting Audit

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Job Description

Strategic in-office Chief Financial Officer to lead the financial vision for Forks Lath & Plaster, Inc., overseeing all financial operations and guiding the accounting team from Grand Forks, ND (onsite).

Responsibilities

Steer the company’s financial vision to fuel long term growth and stability.
Manage all financial operations, including accounting, budgeting, forecasting, and reporting.
Lead and develop the accounting team to ensure accuracy, efficiency, and excellence across all functions.
Craft and execute financial strategy, planning, and forecasting to support sustainable profitability.
Oversee cash flow planning, capital management, and risk mitigation initiatives.
Maintain compliance with financial regulations, reporting requirements, and internal controls.

Requirements

Bachelor's degree in Finance, Accounting, or a related field (required)
5+ years of financial leadership experience, including senior management or executive roles (required)

Benefits

Employer Paid Medical Insurance Plan
Voluntary Vision and Dental Insurance Plans
Retirement Plan with Company Match
Annual Profit Sharing Bonus
Paid Time Off Package Starting on Day 1
Paid Holidays
Weekly Direct Deposit Pay
401(k)
Health insurance
Paid time off
Referral program
Retirement plan

Job Type

Full-time

Salary

From USD 120,000 per year

Education

Bachelor's (Preferred)

Experience

Accounting: 2 years (Preferred)

Location

Grand Forks, ND (onsite) - In person

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Financial Consultant-Entry Level

Associate Staffing Des Moines, IA

17d ago

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

401k Advisor Business Development

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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.

Job Types

Full-time
Contract

Pay

65,000.00 - 70,000.00 per year

Compensation Package

Bonus opportunities

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Licensed Financial Services Specialist

Associate Staffing Charlotte, NC Hybrid

17d ago

$68k - $73k/yr Full time Client Relations Client Service Financial Advisor

Client Relations Client Service Financial Advisor

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Job Description

Associate Staffing invites applications for a Licensed Financial Services Specialist. This hybrid role in Charlotte, NC centers on educating and assisting retirement and investment clients, identifying needs, facilitating transactions, and presenting product solutions.

Benefits

Hybrid remote work arrangement in Charlotte, NC
Salary: USD 68,000 – 73,000 per year

The position offers the opportunity to focus on education and client support within retirement and investment planning, aligning needs with suitable product solutions and fostering durable client relationships.

Responsibilities

Provide guidance at benefit events and to former participants or those nearing a benefit event, with emphasis on asset retention and introducing additional product solutions
Educate and assist current and prospective clients who are exploring individual investment and risk-based needs; facilitate requested transactions or refer to another team when appropriate
Help uncover current or potential needs of retail customers
Perform other job-related duties and projects as needed

Requirements

Active Series 7 and 66 or 63/65 licenses
Bachelor’s degree or equivalent plus 2+ years of experience, preferably in the financial services industry
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 tools
Detailed knowledge and expertise involving retail investment products as well as employer sponsored retirement plans

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Experienced Finance & Insurance Manger (F &I)

Germain Cadillac of Easton Columbus, OH

18d ago

Full time Manager Senior Client Relations

Manager Senior Client Relations

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Job Description

In the role of Experienced Finance & Insurance Manager at Germain Cadillac of Easton in Columbus, OH (onsite), you will oversee the full finance and insurance workflow, ensuring precision, regulatory compliance, and outstanding customer outcomes. This position demands confidence, efficiency, and the ability to thrive in a fast-paced dealership environment.

Responsibilities

Structure and close automotive finance and lease transactions
Present F&I products professionally, ethically, and effectively
Maintain strong lender relationships to secure competitive approvals
Ensure 100% accuracy and compliance with all state, federal, and lender requirements
Deliver clean, fund-able deals with minimal rehash or callbacks
Collaborate with sales and management to ensure seamless deliveries
Safeguard customer information and dealership assets

Requirements

Previous F&I Manager experience required
Proven track record of strong production, compliance, and customer satisfaction
Advanced knowledge of automotive finance, digital menus, and lender programs
Strong communication, closing, and organizational skills
High integrity, professionalism, and attention to detail
Proficiency with dealership management systems (DMS)
Valid driver's license

Technologies

Dealership Management Systems (DMS)

Benefits

Comprehensive health, dental, and vision insurance
401(k) savings plan with employer match
Paid vacation and company holidays
Competitive wage plans
Ongoing professional development and internal promotion opportunities
Company outings and activities
Employee discounts

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Financial Advisor

New York Life – Victor, NY Team Rochester, NY Hybrid

21d ago

$130k - $160k/yr Full time Marketing Advisor Annuities

Marketing Advisor Annuities

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Job Description

Overview

Our mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. We conduct ourselves with integrity and humanity in every interaction with policy owners, business partners, and colleagues. Grounded in confidence and humility, we serve as long-term stewards. We are here for good, reflecting both the enduring nature of New York Life and our commitment to doing the right thing in business and society. Our central purpose is to be there when policy owners need us. This role is part of the New York Life Victor, NY Team and offers a hybrid remote work arrangement in Rochester, NY.

Role and Career Opportunity

Join the New York Life team as a driven financial service professional dedicated to improving the lives of others. We aim to grow your career by making our broad range of financial products and services available to clients pursuing a sustainable path to a sound financial future.

Training, Support, and Professional Development

New York Life provides a comprehensive three-year training program, marketing resources, and prospecting plus technical assistance. You will have the opportunity to work alongside highly successful, established agents and managers who help you develop a clientele. As a Fortune 100 company, New York Life offers the resources and ongoing support you would expect.

About New York Life

New York Life is among the strongest and most respected financial companies in the world. It has earned the highest financial strength ratings currently awarded to any U.S. life insurer by four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution. New York Life has been recognized as one of Fortune Magazine’s World’s Most Admired Companies for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated licensed insurance agency. New York Life is an equal opportunity employer M/F/D/V.

Affiliations and Compliance

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated licensed insurance agency.

Compensation

Compensation: $130,000 - $160,000 yearly.

Benefits and Eligibility

Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

Vision and Mission

Vision: To be the Premier Financial Services Organization serving Central, Western, and Northern New York. Mission: We seek exceptional individuals, offering them a chance to cultivate a fulfilling and prosperous career that enhances both their financial security and the well-being of their clients. Through our ongoing dedication to the growth of our financial professionals, we empower them to achieve their personal and professional aspirations.

Location

Hybrid remote in Rochester, NY.

Equal Opportunity Employer

New York Life is an equal opportunity employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Perks & Benefits

Medical, Vision, and Dental Insurance
Flexible Spending Accounts for Healthcare
401(k) Savings Plan
Life Insurance
Long Term Disability Insurance
Job Training
Career Development
Marketing Tools

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Experienced Finance & Insurance Manger (F &I)

Germain Volvo Cars South Hills Canonsburg, PA

23d ago

Full time Manager Automotive Finance Compliance

Manager Automotive Finance Compliance

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Job Description

Overview

Germain Volvo Cars South Hills invites an experienced Finance and Insurance Manager to join our team in Canonsburg, Pennsylvania 15317. Our mission is to attract, develop and retain exceptional people to deliver an outstanding experience that builds customer loyalty, one interaction at a time.

In this role, you will oversee the full finance and insurance process, delivering consistent results while protecting both the dealership and the customer through precise documentation and strict regulatory adherence. The position requires confidence, efficiency, and the ability to perform at a high level in a fast paced environment.

Responsibilities

Structure and finalize automotive finance and lease transactions
Present F&I products in a professional, ethical, and effective manner
Maintain strong lender relationships to secure competitive approvals
Ensure 100 percent accuracy and compliance with all state, federal, and lender requirements
Deliver clean, fundable deals with minimal rework or callbacks
Collaborate closely with the sales team and management to ensure seamless deliveries
Safeguard customer information and dealership assets

Requirements

Previous F&I Manager experience required
Proven track record of high production, regulatory compliance, and customer satisfaction
Advanced knowledge of automotive finance, digital menus, and lender programs
Strong communication, closing, and organizational skills
High integrity, professionalism, and attention to detail
Proficiency with dealership management systems (DMS)
Valid driver’s license

Germain Offers

Comprehensive health, dental and vision insurance
401(k) savings plan with employer match
Paid vacation and company holidays
Competitive wage plans
Ongoing professional development and internal promotions
Company outings and activities
Employee discounts

Whether you are an industry veteran or starting your career in the dynamic world of automotive retail, we provide the tools, training and opportunities to help you succeed.

For immediate consideration, visit GermainCareers.com.

We are an equal opportunity employer and prohibit discrimination or harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.