Math

Math Finance Jobs

36 jobs found

Licensed Financial Advisor - Client Service Advisor

Retirement Income Solutions LLC Murfreesboro, TN

8d ago

$60k+/yr Full time Advisor Client Client Relations

Advisor Client Client Relations

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Job Description

Retirement Income Solutions LLC is seeking a Licensed Financial Advisor - Client Service Advisor to support clients from our on-site office in Murfreesboro, Tennessee. The role emphasizes comprehensive financial planning and attentive client service, covering investments, retirement planning, tax planning, and estate planning while fostering strong client relationships. A minimum of five years of experience, along with the required licenses, is essential for this position.

Responsibilities

Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
Conduct thorough financial assessments to understand clients' current financial situations and future goals
Develop customized financial plans based on clients' needs and risk tolerance
Monitor clients' investment portfolios and make recommendations for adjustments as needed
Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
Build and maintain strong relationships with clients through regular communication and meetings
Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
Educate clients on various financial products and services available to them
Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Requirements

Bachelor's degree in finance, business, or a related field - preferred
Proven experience working in the financial services industry as a Financial Advisor or similar role
Strong knowledge of asset management, tax planning, cash management, and financial planning principles
Excellent mathematical skills with the ability to analyze complex financial data
Exceptional customer relationship management skills with the ability to build trust and rapport with clients
Strong sales abilities with a track record of meeting or exceeding targets
Knowledge of wills, trusts, estate law is preferred but not required
Excellent communication skills, both verbal and written
Ability to work independently and as part of a team

Experience & Licenses

Financial concepts: 5 years (Required)
Client services: 5 years (Required)

Licenses & Certifications

Series 65 (Required)
Life Insurance License (Required)

Compensation & Benefits

Salary: USD 60,000 per year
Bonus opportunities
Commission pay

Benefits

Paid time off
Paid training

Job Type

Full-time

Location & Relocation

Location: Murfreesboro, TN 37129 (onsite)
Relocation: Relocate to Murfreesboro, TN 37129 before starting work (Required)
Ability to commute: Murfreesboro, TN 37129 (Required)
Work location: In person

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Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

Power Financial Credit Union Juno Beach, FL

12d ago

$19+/hr Full time Advisor Banker Banking

Advisor Banker Banking

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Job Description

Power Financial Credit Union is seeking a full-time Personal Service Advisor/Banker to join its onsite team in Juno Beach, Florida. In this role, you will perform teller and platform duties, promote PFCU products and services, and support fraud prevention and risk mitigation to help members improve their financial well‑being. This position suits someone with at least one year of customer service experience and a high school diploma or GED, who can engage members professionally and collaborate across business lines.

Location

Juno Beach, FL (onsite)

Compensation

Hourly rate: USD 19 per hour

Responsibilities

Provide superior member service by following PFCU member experience standards while complying with BSA and Compliance regulations, procedures, branch security, Teller Balancing guidelines and all other PFCU policies and procedures.
Ensure cash drawer, checks received, and transfers are in balance on a daily basis.
Explain, promote, refer, and sell respective PFCU products and services.
Open and maintain a variety of accounts, products, and/or services for members after consulting on their individual needs.
Refer members to appropriate business lines to ensure member needs are met.
Handle basic loan requests for members.
Ensure new and existing deposit and loan accounts meet quality control standards.
Perform the activities required to meet production targets.
Assist members with Safe Deposit requests as needed.
Demonstrate problem solving skills and the ability to handle complex and multiple priorities.
Maintain a high level of personal integrity through a friendly and professional demeanor in addition to complying with the Code of Ethics & Conduct.
Ensure Net Promoter Score/NPS meets PFCU standards.
While working on the Teller line, look for opportunities to build rapport with members.
Listen for cues that will connect a promotion or financial solution to an expressed need.
Look at the member’s account profile for additional referral opportunities.
Encourage members to meet with a Personal Service Advisor and other business partners.
Follow up with members as needed.
Handle other teller functions, such as processing and recording requests for Negotiable Items (Money Orders, Cashier’s Checks, Visa Gift Cards, etc.).
Process the Night Drop, Mail and Automated Teller Machine (ATM) deposits using dual control.
Perform all other duties as assigned.

Requirements

High School graduate or GED equivalent required.
Minimum of one year customer service experience, preferably in a financial setting or retail setting.
Two year college degree preferred.
Math ability: must be able to perform basic mathematical calculations and balance cash with the assistance of a calculator.
Ability to perform accurate cash transactions.
Demonstrated ability to improve our members’ financial well-being via timely and relevant referrals.
MS Office applications: Word and Excel, basic to intermediate.
Strong attention to detail to include solid data entry with limited errors.
Ability to remain calm, patient, objective, and professional when presented with difficult situations.
Ability to work in a time sensitive environment and communicate decisions to all stakeholders.
Effective oral and written communication and ability to maintain working relationships.
Ability to meet attendance standards and adhere to the work schedule.
Ability to build rapport with members and recommend personalized banking financial solutions.

Technologies

Microsoft Word
Microsoft Excel

Schedule

Full-time during branch hours: Monday, Tuesday, Wednesday, Thursday 9:00 a.m. – 4:30 p.m. and Friday 9:00 a.m. – 6:00 p.m.
40 hours per week average, Monday through Friday.

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Universal Financial Representative

Westerly Community Credit Union Westerly, RI

12d ago

Full time Banking Client Relations Client Service

Banking Client Relations Client Service

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Job Description

This onsite role in Westerly, Rhode Island supports member service excellence at Westerly Community Credit Union. The Universal Financial Representative focuses on delivering outstanding member service, building and maintaining relationships with members and peers, cross-selling credit union products, resolving issues, processing transactions, and supporting branch operations.

Responsibilities

Maintain professional performance across the duties of Financial Service Representative and Member Service Representative.
Represent the credit union in a courteous, professional manner.
Process member transactions accurately and efficiently while adhering to procedures to prevent fraud and asset loss.
Open and close accounts.
Process personal and auto loan applications and disbursements.
Open and maintain IRA accounts.
Open, close, and renew certificates of deposit.
Open, close, and manage safe deposit boxes.
Resolve member issues and provide general account information and maintenance.
Scan required member documents into account records.
Follow balancing procedures for MSR and FSR at the end of the shift, ensuring totals align with cash handling.
Address out of balance positions by reconciling transaction slips with computer totals and verifying cash transactions.
Identify member needs and offer suitable solutions using tools from the Member Advocacy Program, including Needs Assessment Forms, Cash Flow charts, and Credit Reports.
Assist members with complex financial situations by reviewing credit reports and cash flows to help them reach their financial goals.
Respond to member inquiries by telephone and direct calls as needed; handle emails and messages promptly.
Monitor organization communications and respond to internal messages within a reasonable timeframe.
Maintain strict confidentiality of member information.
Support department responsibilities such as scanning, maintaining supplies, covering the reception area, and assisting with safe deposit access.
Open and close the lobby area as required by daily operations and keep the workspace clean and organized.
Protect confidential member information and perform daily shredding of obsolete materials.
Able to cover other branch locations as needed by business requirements.
Maintain thorough knowledge of all credit union products and services.
Periodically review the WCCU PEAK Manual and all credit union policies and procedures.
Maintain working knowledge of applicable state and federal regulations as they relate to retail branch operations.

Requirements

Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Ability to operate department related computer applications and equipment.
Solid math and basic accounting skills.
Positive, can-do attitude.
Caring and community-oriented mindset.
Strong service and sales skills, with a focus on helping members succeed.
Minimum one year of relevant experience.
Education: High school graduate or equivalent.

Required Knowledge

Thorough knowledge of member services and the products provided by the credit union.

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Automotive Finance Manager - Experienced

Pallotta Ford Wooster, OH

13d ago

$80k - $130k/yr Full time Manager Automotive Client Relations

Manager Automotive Client Relations

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Job Description

Pallotta Ford is a 37 year old family owned dealership in Wooster, Ohio. We offer an onsite opportunity for an experienced Automotive Finance Manager to lead our finance department with energy, professionalism, and a customer‑focused approach. In this role you will guide clients through financing options, streamline loan processing, and ensure regulatory compliance, all while partnering with the sales team to deliver an exceptional buying experience. The position comes with a competitive pay range and a robust benefits package designed to support you and your family.

Responsibilities

Oversee the complete financing process, including loan approvals, credit analysis, and contract preparation, ensuring precision and adherence to TILA regulations.
Foster strong customer relationships by understanding financial needs and delivering tailored financing solutions that improve the vehicle purchasing journey.
Perform thorough credit assessments using financial software and execute essential math calculations to determine suitable financing options.
Negotiate loan terms with customers, clearly explaining options, rates, and payment structures to enable informed decisions.
Upsell additional products such as extended warranties, insurance packages, and other dealership offerings to boost value for customers and revenue for the dealership.
Handle title transfers and processing, ensuring timely and accurate documentation completion.
Collaborate with the sales team to support automobile sales through effective financing strategies and superior customer service.

Requirements

3 to 5 years of proven experience in automotive finance management or as a loan officer in a dealership setting.
Strong customer relationship management skills to build trust and loyalty throughout the financing process.
Expertise in financial services including credit analysis, loan processing, contracts, and title processing procedures.
Excellent negotiation abilities with the confidence to upsell without pressure tactics.
Proficiency with financial software systems and efficient 10-key data entry skills.
Knowledge of TILA regulations to ensure lending practices comply with federal law.
Solid understanding of automobile sales processes combined with a commitment to delivering a top‑tier customer experience.
Basic math skills for calculating payments, interest rates, and creditworthiness assessments.

Skills

3 to 5 years proven experience in automotive finance management or loan officer roles within a dealership setting.
Strong customer relationship management skills to foster trust and loyalty throughout the financing process.
Expertise in financial services, including credit analysis, loan processing, contracts, and title processing procedures.
Excellent negotiation skills paired with the ability to upsell products confidently without pressure tactics.
Proficiency with financial software systems and the ability to perform 10-key typing efficiently for data entry tasks.
Knowledge of TILA regulations to ensure all lending practices are compliant with federal laws.
Solid understanding of automobile sales processes combined with customer service excellence to deliver a positive buying experience.
Basic math skills necessary for calculating payments, interest rates, and creditworthiness assessments.

Benefits

401(k) matching
Dental insurance
Employee discount
Health insurance
Health savings account
Life insurance
Vision insurance

Pay

$80,000 - $130,000 per year

Work Location

Onsite in Wooster, Ohio

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AVP, Annuity Risk Management and Pricing

Constellation Cincinnati, OH

14d ago

$144k - $180k/yr Full time Python Annuities AVP

Python Annuities AVP

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Job Description

As AVP, Annuity Risk Management and Pricing, you will lead the risk oversight and pricing strategy for Constellation's annuity portfolio, with a focus on Variable Annuities and Registered Index-Linked Annuities. This onsite role is based in Cincinnati, OH, offering a competitive salary in the USD 143,859 to 179,836 per year range.

Summary

Take ownership of the risk management and pricing approach for the annuity product line, emphasizing Variable Annuities (VA) and Registered Index-Linked Annuities (RILA). Drive collaboration across actuarial, financial, and market-facing teams to sustain profitability and risk control.

Responsibilities

Lead pricing and risk governance for VA and RILA products, including model development, assumption setting, and profitability analysis.
Steer the design, development, and governance of actuarial and financial models used in pricing and risk management.
Perform stress testing, scenario analysis, and sensitivity testing to evaluate market and policyholder risks.
Partner with investments and hedging teams to support risk mitigation and asset-liability management strategies.
Provide input throughout the product development and approval lifecycle.
Develop tools, analytics, and processes to improve modeling efficiency and informed decision-making.
Communicate complex actuarial and financial insights to senior leadership and non-technical stakeholders.
Lead and mentor actuarial and quantitative team members, promoting technical growth and collaboration.

Requirements

Bachelor's degree in actuarial science, mathematics, statistics, financial engineering, or a related field.
ASA required; FSA strongly preferred.
8+ years of experience in actuarial, risk management, or annuity-related roles.
Strong expertise in annuity products, particularly VA, RILA, and/or FIA.
Experience with actuarial modeling platforms, with AXIS preferred or similar tools.
Proficiency in programming and data analysis (e.g., Python, C++, MATLAB, or similar).
Solid understanding of financial markets and their impact on annuity products.
Ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills with the ability to convey complex concepts clearly.

Technologies

AXIS
Python
C++
MATLAB
SQL

Benefits

Competitive compensation aligned with market standards.
Healthcare coverage including medical, dental, and vision from day one.
Company-paid life insurance for you and eligible dependents.
401(k) plan with employer matching contributions.
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Flexible time-off policies to support work-life balance.
Dress for your day flexibility to accommodate personal style.
Inclusive culture that values diverse contributions.
Flexible work options including remote, hybrid, and onsite opportunities across the U.S.
Programs focused on well-being to support work-life balance.
Community connections through virtual and in-person engagement and growth resources.

Preferred

Experience with hedging strategies, derivatives, and capital markets as applied to annuity guarantees.
Knowledge of regulatory and capital frameworks (e.g., statutory valuation, VM-21, CTE metrics).
Experience working with large datasets and databases (SQL).
Prior leadership or managerial experience.

Compensation

Salary range: USD 143,859 to 179,836 per year.

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Universal Service Rep (Financial Service Rep)

Heritage Family Credit Union South Londonderry, VT

16d ago

$23 - $25/hr Full time Banking Business Development Cash Management

Banking Business Development Cash Management

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Job Description

Heritage Family Credit Union’s Londonderry branch in South Londonderry, Vermont is seeking a Universal Service Representative to deliver a world-class member experience while supporting membership openings, lending processes, cross-selling, and daily branch operations. This onsite role offers a pay range of $23 to $25 per hour and requires at least one year of banking or sales experience with a high school diploma or equivalent.

Responsibilities

Cultivate relationships with individuals and local businesses to open new memberships.
Guide members through the consumer lending process from application to loan closing and identify additional financial goals we can support.
Assist members with compassionate problem-solving and provide education to help improve their future financial outcomes.
Welcome members with a friendly, professional demeanor to ensure a world-class experience on every interaction.
Handle member inquiries, loan requests, updates, troubleshooting, deposits, withdrawals, loan payments, transfers, and other transactions promptly and accurately.
Operate at a drive-up station as part of daily duties.
Open and close the branch, including arming and disarming security alarms and processing night drops or mail envelopes.
Support ATM or in-store ITM servicing and maintenance and perform check scanning as needed.
Maintain the MSR station at organization and supply levels, ensuring cleanliness and readiness.
Contribute to onboarding and training of new employees when required.
Collaborate with team members to meet branch goals and enhance the member experience while ensuring daily operations are completed.
Accurately process deposits, withdrawals, payments, and transfers as part of daily transactions.
Maintain up-to-date knowledge of all credit union products and services handled by Member Service Representatives and promote them as appropriate.
Actively identify, explain, and cross-sell credit union products and services where suitable.
Open new accounts and loans with proficiency, including consumer and business share accounts, term share certificates, debit cards, and more.
Ensure timely collection and review of account and loan documentation for accuracy and completeness.
Complete account and loan checklists and quality controls in a timely manner.
Adhere to credit union policies, procedures, and regulatory requirements, including AML and BSA considerations.
Assist other departments as needed, respond to emails and phone inquiries, and handle file, fax, and mail communications.
Back up other MSRs or FSRs as required and assist the Branch/Department Manager as needed.
Maintain reliable, predictable attendance and perform any other duties as assigned.

Requirements

High school diploma or equivalent is required.
Minimum of one year of banking and/or sales experience.
Experience with a financial institution involving account openings and lending is preferred.
Proficient with calculator, keyboard, and Microsoft Office Suite.
Basic computer and math skills.
Excellent verbal and written communication skills.
Strong attention to detail and problem-solving abilities.
Ability to work independently and as part of a team.

Technologies

Microsoft Office Suite

Benefits

Paid time off in addition to federal holidays.
Medical, dental, and vision coverage for employees working 24+ hours per week.
401(k) with company match.
Ongoing training opportunities.
Eight hours of volunteer time with an organization important to you.
Seasonal reimbursements for gym membership up to $25, hobby expenses up to $25, and fresh local foods up to $25.

Who We're Looking For

Strong relationship-building skills to position themselves as a trusted resource for members and teammates.
Problem-solving mindset and a commitment to delivering exceptional service through proven and creative strategies.
Motivation to achieve identified goals and objectives through individual initiative and collaborative teamwork.

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FTR Power Trader - PJM/MISO Market - 2610000697

Energy Transfer Overland Park, KS

16d ago

Full time Python 2610000697 Analyst

Python 2610000697 Analyst

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Job Description

Energy Transfer seeks an onsite FTR Power Trader in Overland Park, KS to develop and execute trading strategies in the PJM/MISO FTR markets and manage risk across long-term, annual, and monthly auctions as well as the secondary market.

Responsibilities

Analyze electricity market fundamentals, including supply, demand, and grid congestion, to uncover profitable opportunities in PJM/MISO FTR markets.
Design advanced trading strategies based on historical congestion patterns, outages, and evolving market conditions.
Apply strategic power flow analysis to support the ongoing integration of new generation into the grid.
Track factors that influence pricing, availability, and reliability of power resources across the PJM/MISO footprint.
Assess complex energy transactions and their effects on FTR positions.
Incorporate quantitative methods into fundamental trading approaches to optimize portfolio construction and results.
Execute FTR trades across Long-term, Annual, and Monthly FTR Auctions as well as the FTR Secondary market through the FTR Center.
Place strategic bids and offers for FTRs aligned with risk tolerance and portfolio objectives.
Monitor and manage existing FTR positions in the secondary market to maximize value and limit risk.
Collaborate with other trading desks to ensure FTR positions fit the broader energy trading strategy.
Maintain comprehensive records of trading activities and deliver regular performance reporting.
Develop and sustain robust risk management practices for FTR trading activities.
Create hedges to mitigate congestion risk exposure.
Track portfolio positions, mark-to-market valuations, and risk metrics with ongoing reporting.
Ensure all trading complies with internal risk policies and applicable regulations.
Stay informed on PJM/MISO transmission developments, rule changes, and market conditions.
Evaluate how renewable generation projects, plant retirements, and transmission upgrades affect congestion patterns.
Build and maintain relationships with key market participants and PJM/MISO stakeholders.
Coordinate with internal teams to share market intelligence and align strategic approaches.

Requirements

Bachelor's degree in finance, economics, engineering, mathematics, or a related field; master's degree preferred.
2 to 5 years of power trading experience with a focus on FTR/CRR markets.
Proven track record in FTR trading strategies and portfolio management.
Strong understanding of PJM/MISO market structure, rules, and settlement processes.