K-12

K-12 Finance Jobs

167 jobs found

Senior National Accounts Underwriting Consultant

Sun Life Portland, ME Hybrid

1mo ago

$85k - $128k/yr Full time Senior Accounts Analytics

Senior Accounts Analytics

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Job Description

Overview

Sun Life U.S. stands among the leading providers of employee and government benefits, helping about 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, the organization offers a comprehensive suite of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. The company employs more than 6,400 people and associates in partner dental practices and operates nationwide. Learn more about how Sun Life is making life brighter for customers, partners, and communities.

The Opportunity

This role sits within the National Accounts Employee Benefits Underwriting group and oversees all aspects of risk selection, pricing, and proposal development for Group Disability and Life new business and renewals for 2,000+ lives. You will apply standard underwriting principles to evaluate, rate, and negotiate pricing for new business, leveraging in-depth product knowledge and exercising independent decision-making within underwriting policies and procedures.

How you will contribute

Evaluate, price, propose rates, and develop strategies to acquire and renew National Account clients
Conduct in-depth risk assessments and pricing for prospective and inforce customers in line with underwriting guidelines and authority limits
Provide customer reporting and analytics
Collaborate with sales, national accounts practice leader, and home office subject matter experts to create comprehensive pricing and solutions
Recommend changes in policies and procedures to better address evolving client and market needs
Proactively manage inforce blocks of business to maintain profitability and persistency expectations
Mentoring and underwriter development

What you will bring with you

Minimum of 7+ years of group underwriting experience
Strong written and verbal communication, organizational, time/work management, interpersonal, and problem-solving skills
Ability to thrive in a fast-paced environment and adapt to changing demands, including system and process changes
Motivated, positive, team-oriented approach
Proficient PC skills, including Excel and word processing applications
Solid analytical and negotiation abilities, with an in-depth understanding of industry contractual language and provisions
High-level, technical understanding of underwriting principles and theory

Salary and benefits

Salary Range: $85,200 - $127, 800. We are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and compensation is determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Location and work model

Hybrid remote in Portland, ME 04101. Sun Life embraces a hybrid work model that balances in-office collaboration with virtual work. Team members and leaders are expected to be in the office at least two days per week.

Diversity and inclusion

We are committed to fostering an inclusive environment where all employees feel they belong, are supported, and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives, and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Stay connected

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you.

Closing

Life is brighter when you work at Sun Life.

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Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Charles Schwab Westlake, TX Hybrid

1mo ago

$29 - $42/hr Full time Advisory Case Management Client Engagement

Advisory Case Management Client Engagement

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Job Description

Overview

This regular, on-site role is based in Westlake, Texas (76262) with a hybrid remote arrangement. Schwab Wealth Advisory is Schwab’s premier, fee-based, non-discretionary wealth management program dedicated to delivering exceptional service to help clients reach their financial objectives. As a Concierge for Schwab Wealth Advisory, you will provide premium operational support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across multiple workflows. The organization values integrity, open communication, solid market knowledge, and a passion for client service, and supports ongoing growth and development within Schwab Wealth Advisory.

Your role and impact

As a Concierge, you’ll be part of a fast-paced, tightly connected team of about 10–12 professionals. You’ll play a vital role in supporting advisors and other key business partners through operational requests and case management, delivering extraordinary and consistent service experiences, proactively engaging clients in line with casework, and strengthening relationships across clients and colleagues. You will leverage your financial services experience to address foundational needs related to portfolio management, financial planning, and understanding the broader markets and economy. This position offers a solid foundation in wealth-management support, with your manager focusing on your professional development through coaching and ongoing training to prepare you for future opportunities within Schwab Wealth Advisory.

Core competencies

Client Orientation: Deliver white-glove service, resolving issues and anticipating client needs.
Exceptional Oral and Written Communication: Strong ability to clearly convey processes and standards to Advisors, Financial Consultants, and other partners.
Thoroughness: High accuracy in operations and follow-up; proactively using tools and resources to solve problems with minimal errors.
Building Collaborative Relationships: Build trust and cross-departmental cooperation while maintaining broad internal connections.
Fostering Teamwork: Work effectively both independently and as part of a team, managing multiple tasks concurrently.

What you have

To uphold Schwab’s commitment to challenging the status quo, the following qualifications are required and preferred:

Required Qualifications

Active and valid FINRA Series 7 license
Active and valid FINRA Series 66 or 63/65 licenses (may be obtained with a 120-day COE)
Minimum of 1 year of experience in the financial services industry

Preferred Qualifications

Experience servicing high-net-worth clients
Experience supporting financial advisors
Experience with CRM software, such as Salesforce

Compensation and incentives

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

What’s in it for you: At Schwab, you’re empowered to shape your fu

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Senior Institutional Wealth Consultant-Ultra High Net Worth

Charles Schwab New York, NY

1mo ago

$225k - $335k/yr Full time Senior .NET Compliance

Senior .NET Compliance

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Job Description

Position Type: Regular

Your opportunity

This role includes a base salary with a posted range and eligibility for bonus or incentive opportunities. Schwab emphasizes on-site collaboration, and the selected candidate is expected to work on-site to support a collaborative environment.

Charles Schwab is expanding its Institutional and Organizational client capabilities. As the Senior Institutional Wealth Consultant, you will act as the strategic relationship manager for some of our largest and most intricate client entities, spanning nonprofits and foundations to operating companies and sophisticated organizational structures. You will deliver tailored guidance, coordinate specialized resources across the firm, and ensure these clients receive a seamless, high-touch, institutional-grade experience aligned to their mission, governance framework, and long-term financial objectives.

Manage a focused practice of high-value Institutional and Organizational clients (e.g., nonprofits, foundations, endowments, operating companies, small businesses), delivering strategic guidance tailored to governance structures, investment policy statements (IPS), liquidity needs, and related considerations
Retain and expand institutional relationships by driving net asset inflows, increasing share of wallet, elevating client satisfaction, and proactively identifying opportunities for consolidation
Serve as the primary relationship lead, coordinating planning, investing, operational support, and specialty services across Schwab to deliver a consistently high-touch, institutional-grade experience
Collaborate with specialists in fixed income, alternatives, corporate cash management, and institutional trading to provide holistic solutions for the complex needs of institutional clients
Engage boards, investment committees, and senior executives by preparing and presenting sophisticated materials (portfolio reviews, policy updates, risk analyses, liquidity evaluations) that support decision-making, transparency, and oversight
Proactively identify and cultivate new institutional opportunities, leveraging centers of influence, industry networks, and existing client relationships to expand Schwab’s presence
Navigate complex operational and structural requirements across investment policy adherence, compliance considerations, multi-signer processes, and reporting expectations, partnering closely with onboarding, compliance, and operations

What you are good at

Wealth management and investment product expertise across equities, fixed income, mutual funds, liquidity management, charitable gifting transaction support, and insurance/annuity structures
Ability to listen to institutional needs and translate them into actions aligned with long-term strategic, financial, and mission-driven goals
Good judgment in selecting methods and approaches to deliver appropriate solutions for institutional clients
Understands organizational trigger events (e.g., leadership changes, budget cycles, capital projects, policy updates, liquidity shifts) and proactively uses these moments to deepen engagement, deliver timely solutions, and strengthen asset retention and consolidation
Passion for helping institutional clients plan for their financial goals and objectives
Adheres to all relevant risk, supervision, and controls requirements to uphold Schwab’s governance, compliance, and policy adherence
Ability to adjust communication style to best engage with others and help them succeed
Demonstrates and fosters collaboration and teamwork cross-functionally and within the team
Displays personal resilience and a commitment to continual learning
Maintains a positive, focused attitude during times of pressure

Location

New York, NY 10012

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VP, Financial Consultant - New York, NY (Wall Street)

Charles Schwab New York, NY

1mo ago

$75k - $90k/yr Full time Senior Consultant Financial Planning

Senior Consultant Financial Planning

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Job Description

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab

At Schwab, you have the ability to influence your career path. Our culture blends innovative thinking with collaborative problem solving to challenge the status quo and transform the finance industry together. The branch team sits at the core of helping clients secure their financial futures. In this role, you’ll deliver financial guidance to clients while building relationships based on trust and mutual goals. You’ll also have the chance to steer your own professional journey within a supportive, nurturing environment and a range of career opportunities.

As a Financial Consultant, you’ll work with the existing Schwab client base to provide wealth management and financial planning advice. Over time, you’ll expand your practice through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaboration, and share our commitment to client service—this role is for you.

What you have

Required Qualifications
- A valid and active FINRA Series 7 license is required.
- During your tenure, you will obtain or acquire FINRA Series 66 (63/65) licenses and Life & Health Insurance as required.
Preferred Qualifications
- Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused communication strategy and consistently exceeding expectations.
- Willingness to leverage the team of Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and motivate clients toward their goals.
- Openness to manage wealth for clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement changes as the market and business conditions evolve.
- Passion for community engagement, discussing market conditions, sound investing principles, and long-term wealth strategies tailored to individual situations.
- A desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, continuous learning, and a culture built on trust and collaboration—enabling you to develop the skills that leave a lasting impact. We offer a competitive benefits package designed to support you today and in the future:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

Location

New York, NY 10012

Job Details

Position Type: Regular

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Finance & Insurance (F&I) Manager

Planet Carz Garland, TX

1mo ago

$80k - $200k/yr Full time Manager Automotive Finance Compliance

Manager Automotive Finance Compliance

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Job Description

Planet Carz is a high-volume, fast-paced independent dealership with 100+ vehicles in stock, including luxury, sports cars, SUVs, trucks, and sedans. We work with all major banks and lenders, providing our customers with competitive financing options and equipping our team with tools to maximize deals. We are seeking an experienced, driven F&I Manager who can structure deals, cultivate lender relationships, and maximize backend profit while maintaining compliance and customer satisfaction.

What You’ll Do

Secure approvals from prime, near-prime, and subprime lenders
Present and sell finance products (VSC, GAP, tire & wheel, etc.)
Structure deals to maximize gross profit
Ensure full compliance with state and federal regulations
Work closely with the sales team to close deals efficiently
Maintain strong relationships with banks and finance companies
Ensure accurate paperwork and funding

What We’re Looking For

Minimum 3+ years F&I experience required (independent dealership preferred)
Strong lender network & structuring experience
Knowledge of compliance, CIT, and funding processes
Proven track record of backend performance
High energy, detail-oriented, and goal-driven
Ability to work in a fast-paced, high-volume environment

Compensation & Benefits

Competitive compensation
Monthly performance bonuses
High earning potential (Top performers earn $120,000 – $200,000+)
Access to 200+ units in inventory
Established lender relationships
Growth opportunities

Why Join Our Team

Strong inventory across all price ranges
Established marketing and lead flow
Fast deal flow
Supportive ownership & management
Opportunity to grow with a rapidly expanding dealership

Pay: $80,000.00 - $200,000.00 per year

Location: Garland, TX 75043 — In person

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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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Financial Services Representative (Mentorship & Training Provided)

Integrity Wealth Advisors LLC Overland Park, KS Hybrid

1mo ago

$60k - $150k/yr Full time Financial Planning Insurance Mentorship

Financial Planning Insurance Mentorship

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Job Description

Location

Hybrid remote in Overland Park, KS 66213

Overview

We are an established financial services firm focused on retirement planning, investment products, and family protection strategies. We provide thorough training and ongoing support, while you bring the drive and dedication to building a lasting career.

What You’ll Do

Meet with clients to discuss their financial objectives, in person or virtually
Propose insurance and investment solutions tailored to each client’s needs
Grow your practice through community engagement and professional referrals
Acquire product knowledge and refine client engagement techniques
Participate in weekly team meetings and skills-building sessions

How We Set You Up

Onboarding program with clear, step-by-step guidance
One-on-one coaching from senior team members
Full technology suite including CRM, illustration tools, and digital resources
Administrative support for applications and processing
Flexible scheduling after completing the initial training period

What Successful Reps Do

Top performers here are self-directed, relationship-focused, and resilient. They stay organized, welcome feedback, and treat this as a long-term business, not a temporary role.

Requirements

Life & Health license (or willingness to obtain)
Strong communication and relationship-building skills
Self-motivated and comfortable with a performance-based environment

Compensation

Competitive pay structure with significant growth potential. A full breakdown is provided during the interview.

Job Types

Full-time
Part-time

Benefits

401(k)
Financial planning services
Flexible schedule
Health insurance
Life insurance
Parental leave
Retirement plan

Application Question(s)

This role operates on a performance-based model and includes training, mentorship, and a clear development path. Are you open to a compensation model tied to your results?

Work Location

Hybrid remote in Overland Park, KS 66212

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K-12 Finance Jobs

Senior National Accounts Underwriting Consultant

Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Senior Institutional Wealth Consultant-Ultra High Net Worth

VP, Financial Consultant - New York, NY (Wall Street)

Finance & Insurance (F&I) Manager

Automotive Finance Manager

Financial Services Representative (Mentorship & Training Provided)

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