Lead Qualification

Lead Qualification Finance Jobs

248 jobs found

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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Financial Representative - Seeking Growth

Modern Woodmen of America Port Charlotte, FL

10d ago

$97k - $192k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

This Financial Representative role in Port Charlotte, FL, with Modern Woodmen of America (Glosson Region) focuses on addressing members' financial needs, demonstrating community leadership, and helping grow the local office, with licensing required or willingness to obtain quickly.

Responsibilities

Identify and address members' financial needs with clear and suitable solutions.
Demonstrate leadership within the local community and represent the organization professionally.
Support the ongoing growth and development of the local office.
Over time, recruit, train, and mentor additional financial representatives.

Requirements

Team oriented, enthusiastic, and maintains a strong positive attitude when facing challenges.
Competitive nature or background as an athlete is a bonus (examples include basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, pickleball, coaching, athletic training, fitness training, etc.).
Genuine, authentic, with the drive to contribute and achieve set goals.

Benefits

Starting income ranging from $97,000 to $192,000+ per year, commensurate with experience and outcomes.
401(k) plan with matching contributions.
Performance-based bonuses and opportunities for advancement.
Company parties within a collaborative team environment.
Dental, health, and vision insurance coverage.
Flexible schedule to support work-life balance.
Life insurance coverage.
Strong retirement package and comprehensive benefits.
Professional development and exclusive training with experienced financial services professionals.
Referral program to recognize and reward introductions that contribute to growth.
An environment and culture of mutual support and personal growth.
Attainment of prestigious credentials and ongoing recognition.
Consistent opportunities to grow both income and professional character.
Dedicated support for training and development as you progress in your career.

Qualifications

Team spirited, enthusiastic, and maintains a positive attitude when facing challenges.
Competitive nature or prior athlete experience is a bonus (examples include basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, pickleball, coaching, athletic training, fitness training, etc.).
Genuine and authentic, with a drive to contribute and achieve goals.

Required Active Financial Licenses

SIE certification or willingness to obtain quickly.
Life and Health license or willingness to obtain quickly.

Deadline: Apply soon, as this position will go fast.

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Senior Credit Products Specialist - Private Banking

Flagstar Bank New York, NY

11d ago

$141k - $168k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

This onsite role in New York, NY supports Private Banking by structuring, negotiating, and managing highly complex commercial credit relationships. The position offers an annual salary range of USD 141,299 to 168,468 and emphasizes risk management guidance for the portfolio along with mentorship of junior credit professionals.

Responsibilities

Lead the structuring, analysis, and approval of complex credit transactions, balancing risk with business objectives.
Monitor portfolio risk proactively, identifying industry trends and macroeconomic factors affecting credit quality.
Act as a strategic partner to relationship managers and senior leadership, providing expertise in credit negotiations and deal execution.
Collaborate with clients, legal counsel, and internal teams to structure and negotiate credit agreements.
Provide mentorship to junior credit professionals, training on credit risk best practices and escalating process-improvement opportunities to senior leadership.
Exercise independent judgement to make decisions on the assigned portfolio.
Diagnose and resolve issues affecting the portfolio.
Contribute to special projects and other duties as assigned.
Maintain compliance with regulatory and compliance policies, complete required trainings, and adhere to applicable laws and regulations.

Requirements

Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field, or 12+ years of equivalent experience.
Minimum 8+ years in commercial credit analysis, structuring, underwriting, portfolio management, and risk analysis.
Deep expertise in structuring and negotiating complex credit agreements.
Strong leadership skills with the ability to influence credit strategy and policy.
In-depth understanding of macroeconomic factors and their impact on credit risk.
Proven ability to manage large portfolios and advise senior executives.
Exceptional communication and stakeholder management skills.
As relevant for the supported line of business, well versed in legal documentation such as Credit Agreements, and positioned to develop junior associates, interact with internal and external legal counsel, and negotiate directly with clients.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

Preferred Qualifications

Master's degree (MBA or CFA) preferred

Job Competencies

Strategic Credit Expertise: Deep knowledge of complex commercial lending structures, industry trends, and economic factors affecting credit risk.
High-Level Risk Oversight: Ability to assess portfolio risk at a macro level, identifying patterns and trends that inform credit strategy.
Client & Executive Engagement: Strong ability to interact with senior leadership, legal teams, and high-profile clients on structuring and negotiating credit agreements.
Deal Structuring & Negotiation: Expertise in negotiating complex loan terms, partnering with legal counsel and senior RMs to finalize agreements.
Leadership & Mentorship: Mentors junior credit professionals, develops talent and fosters a strong credit culture.
Change Management & Innovation: Identifies opportunities for process improvement, technology adoption, and best practice implementation.
Regulatory & Policy Knowledge: Deep understanding of credit policies, compliance standards, and legal considerations in lending.
Executive-Level Communication: Ability to articulate complex credit decisions clearly and persuasively to internal and external stakeholders.
Relationship Building & Collaboration: Demonstrates the ability to build relationships with stakeholders through clear communication, proactive collaboration, and cross-functional insights; aligns efforts with enterprise goals to drive performance.
Client Relationship Leadership: Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
Physical demands (ADA): No unusual physical exertion involved.

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Senior Accountant / Assistant Controller (Multi-Entity + Payroll)

Lakeside Recruiters Savannah, GA

12d ago

$60k - $75k/yr Full time Manager Senior Accountant

Manager Senior Accountant

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Job Description

The Senior Accountant / Assistant Controller is an onsite role that supports multi-entity financial operations for Tran Capital Management, including Rhino Hospitality Group and White Birch Property Management. The position encompasses financial reporting, general ledger oversight, month-end close, compliance, payroll and tax support, with opportunities to advance into a Controller-level role.

Responsibilities

Prepare monthly, quarterly, and annual financial statements across all entities
Manage or co-manage the month-end and year-end close processes
Reconcile balance sheet accounts and review journal entries for accuracy
Provide variance analyses and executive reporting packages for leadership
Maintain the integrity of the general ledger across multiple entities
Oversee accounts payable and accounts receivable functions ensuring timely processing
Review and approve bank reconciliations
Support fixed asset tracking, depreciation schedules, and capital project accounting
Assure adherence to GAAP and internal accounting policies
Assist with external and internal audit preparation and documentation
Identify control gaps and recommend process improvements
Maintain up-to-date documentation for accounting procedures and policies
Assist with payroll review, reconciliation, and reporting
Support sales tax, property tax, and other applicable tax filings
Coordinate with external CPAs or tax advisors as directed by the Controller
Supervise or mentor accounting staff such as AP clerks and bookkeepers as needed
Collaborate with operations, property management, and restaurant teams
Support accounting systems implementation and process automation initiatives
Provide ad hoc financial analysis and reporting as requested by the Controller or executive team

Requirements

Bachelor's degree in Accounting or Finance, or equivalent with an Associate's degree
CPA license or active CPA candidacy preferred
3–5+ years of progressive accounting experience required
Multi-entity or multi-industry experience preferred
Hospitality, real estate, or property management experience is a significant plus
Proficiency in accounting software such as QuickBooks, Sage Intacct, Restaurant365, AppFolio, or equivalent
Advanced Excel skills and experience with financial reporting tools preferred
Familiarity with payroll platforms such as ADP, Rippling, or similar
High attention to detail with strong organizational abilities
Ability to manage multiple priorities in a fast-paced, multi-entity environment
Strong written and verbal communication skills
Professional discretion with sensitive financial information

Technologies

QuickBooks
Sage Intacct
Restaurant365
AppFolio
ADP
Rippling
Microsoft Excel

Benefits

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

About the Opportunity

Tran Capital Management seeks a hands-on Senior Accountant / Assistant Controller to manage financial operations within a growing, multi-entity framework. The role entails close collaboration with leadership across hospitality, real estate, and property management segments, while exposing the successful candidate to high level financial strategy and operations.

Position Summary

The Assistant Controller supports the Controller in overseeing day-to-day accounting for Tran Capital Management and its affiliated entities, including Rhino Hospitality Group and White Birch Property Management. Responsibilities include financial reporting, general ledger oversight, month-end close, and ensuring compliance with accounting standards and internal controls across a diverse portfolio.

Reporting Structure

The position reports directly to the Controller and works in partnership with the COO and the executive team. Supervisory responsibilities for accounting support staff may be assigned as the organization expands.

Why Join Tran Capital Management

Exposure to a diverse, multi-entity portfolio across hospitality and real estate
Direct collaboration with executive leadership
Clear path toward a Controller-level position
Stable, full-time employment with comprehensive benefits

Pay

USD 60,000 - 75,000 per year

Work Location

Savannah, GA (onsite)

Apply

Qualified accounting professionals ready to advance their careers are invited to submit their application. Include details of relevant experience and qualifications to initiate the connection.

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Manager of Financial Advisors

Secure Financial Group Grand Rapids, MI

14d ago

$82k - $120k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Secure Financial Group is seeking an experienced leader to guide a team of financial professionals in Grand Rapids, Michigan. The role of Financial Sales Manager involves recruiting, developing, and supervising advisors, directly driving revenue growth, and promoting client-focused solutions that align with our retirement planning focus. This onsite, full-time opportunity offers a competitive compensation package and a chance to shape a high-performance sales culture within a trusted firm.

Role Overview

The Financial Sales Manager will recruit, train, and oversee a team of financial professionals, playing a pivotal leadership role in revenue growth, client-centered solutions, and building a strong, collaborative team culture.

Key Responsibilities

Recruit, train, and mentor a team of financial advisors and insurance professionals
Develop and implement strategic sales plans to achieve production goals
Provide hands-on coaching in client relationship management and solution-based selling
Monitor team performance, track key metrics, and ensure accountability
Promote Secure Financial Group’s values, services, and mission within the community
Stay current with product knowledge, regulatory requirements, and industry trends

Qualifications

5+ years of experience in financial services sales, with at least 2 years in a leadership or management role
Strong understanding of insurance, retirement planning, and investment solutions
Active Life & Health Insurance License; Series 65; 66 preferred (or willingness to obtain)
Proven ability to recruit, train, and motivate a sales team
Excellent communication, organizational, and interpersonal skills
Entrepreneurial mindset with a passion for client success and team development

Benefits

Competitive base salary plus performance-based bonuses
Bonus opportunities

Compensation

Salary: $82,480 - $120,000 per year
Bonus opportunities

About Secure Financial Group

Secure Financial Group, headquartered in Troy, Michigan, is a leading retirement planning and financial services firm dedicated to helping individuals and families build and protect their financial futures. We offer personalized strategies in wealth preservation, income planning, insurance, and investment services. With a strong reputation built on trust, integrity, and results, we’re expanding our leadership team to continue delivering exceptional value to our clients.

Location & Work Details

Location: Grand Rapids, MI (onsite)
Job type: Full-time
Work location: In person
Ability to commute: Troy, MI 48084

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Financial Management Officer

Thrivent Appleton, WI

14d ago

$82k - $110k/yr Full time Business Development Client Relations Client Service

Business Development Client Relations Client Service

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Job Description

Thrivent is seeking a Financial Management Officer to manage the daily administration of investment management agency and IRA relationships within Thrivent Trust. This onsite role in Appleton, Wisconsin centers on maintaining strong client ties, collaborating with financial advisors, and working with the business development team to uncover growth opportunities and cross-sell solutions.

Responsibilities

Deliver high-quality service to existing clients and Financial Advisors while cultivating new relationships to drive Thrivent Trust growth and profitability.
Provide consistent, excellent client service in writing and speaking, whether in person, by phone, or via Teams or Zoom.
Participate in client meetings as a primary relationship contacts.
Manage client requests for Agencies and IRAs.
Coordinate with external partners (Attorneys, CPAs) and internal teams (Compliance, Investments, Middle Office) to ensure accurate, timely administration and risk management.
Adhere to applicable regulations, including OCC requirements, and follow internal standards, policies, and procedures.
Engage current and prospective clients to identify and secure new business opportunities.
Model Thrivent leadership competencies by demonstrating resiliency, collaboration, and accountability in interactions with clients and colleagues.
Support an environment focused on continuous improvement, exceptional employee engagement, and a steadfast commitment to clients, reinforcing Thrivent’s purpose, promise, and values.

Requirements

Bachelor’s degree in business or a related field.
Minimum of 3 years of experience in trust administration, financial services, wealth management, or a related area.
Intermediate proficiency with Microsoft Office (Excel, Word, Outlook) and video conferencing platforms.
Strong client service or customer service experience.
Basic knowledge of investment products.
Approximately 5% travel required to meet prospective clients, attend meetings, support business development, and nurture long-term partnerships through client and committee engagement.

Technology

Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft Teams
Zoom

Benefits

Bonuses and incentives, including annual or long-term rewards
Medical, dental, and vision insurance
Health savings account
Flexible spending accounts
401(k) plan and pension
Life and accidental death and dismemberment insurance
Disability and supplemental protection insurance
20 days of paid time off per year
Sick and Safe Time, 10 company holidays
Volunteer Time Off and paid parental leave
Employee assistance program and well-being benefits
Additional employee benefits

Compensation

The annual base salary range is $81,537 to $110,315, with actual offers determined by factors such as location, experience, and skills.

Location & Travel

Onsite role in Appleton, Wisconsin, with approximately 5% travel to engage with clients and support business development efforts.

Qualifications Snapshot

Required: Bachelor’s degree in business or a related field
Required: At least 3 years in trust administration, financial services, wealth management, or a related field
Required: Proficiency with Microsoft Office and video conferencing tools
Required: Strong client service experience and basic knowledge of investment products
Required: Approximately 5% travel
Preferred: CFP, CTFA, CISP or similar designations; OCC regulatory experience

Additional Information

This position supports flexible work arrangements, allowing on-site and/or remote work from the Appleton, WI area.

Pay Transparency

The listed compensation reflects a full-time role and will be influenced by location, experience, skills, and market factors. Thrivent is committed to equal employment opportunities and accommodating applicants with disabilities upon request.

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JPMorgan Private Client Relationship Manager - Bellevue, WA

JPMorganChase Bellevue, WA

15d ago

$150k+/yr Full time Manager Advisor Banking

Manager Advisor Banking

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Job Description

The Private Client Relationship Manager role within JPMorganChase's Consumer & Community Banking focuses on building and sustaining high net worth client relationships across banking, lending, and investments through targeted guidance and holistic planning.

Location

Compensation

USD 150,000 per year

Responsibilities

Develop new and manage existing client relationships, delivering service that consistently exceeds expectations.
Seek opportunities to deepen primary banking, investments, and lending relationships, regularly conducting in-person meetings with prospects and clients at their places of business and other external locations.
Network with referral sources and centers of influence beyond the office to generate banking and investment leads.
Forge robust internal partnerships across all lines of business to address each client's specific needs.
Ensure proposed solutions align with clients' short, medium, and long term goals through holistic, goals-based planning.
Strictly comply with risk and control policies, regulatory guidelines, and security measures.

Requirements

At least five years of financial services or service sales experience, with an established high net worth referral network and strong community presence.
Proven ability to build trusted relationships and consistently deliver exceptional client experiences.
Demonstrated success driving sales growth by deepening relationships across multiple product lines and collaborating effectively in a team to deliver client solutions.
Solid understanding of investments, wealth planning, credit, and banking concepts.
Licenses required: Series 7 and 66 (or 63 and 65). Unlicensed candidates may be considered but must obtain licenses within 150 days of start date.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Dodd Frank / Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven year

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and re