Professional Services

Professional Services Finance Jobs

213 jobs found

12d ago

Controller - potential for CFO succession

Mercer County State Bank Sandy Lake, PA

Sandy Lake, PA

12d ago

$76k - $132k/yr Full time Finance Director Senior Accounting

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Job Description

Mercer County State Bank seeks a Controller with a clear path to CFO succession to lead accounting operations onsite in Sandy Lake, Pennsylvania.

Responsibilities

Oversee all accounting operations, including accounts payable, fixed assets, general ledger, and payroll.
Prepare and analyze financial reports, statements, budgets, and forecasts.
Ensure GAAP compliance, regulatory requirements, and robust internal controls.
Support the development and implementation of strategic financial planning initiatives.
Collaborate with senior management and other departments to provide financial insights for decision making.
Lead, mentor, and develop the accounting team.
Serve as the primary liaison for financial statement audits and tax return preparation.

Requirements

Bachelor's degree in accounting, finance, or a related field.
Minimum 7 years of progressive experience in accounting or finance roles, within a banking or financial services environment.
Proven track record in financial reporting, budgeting, forecasting, and compliance.
Strong understanding of GAAP, regulatory requirements, and risk management principles.
Demonstrated leadership, team management, and communication skills.

Technologies

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Tuition reimbursement
Vision insurance

The Path to CFO

Deepen understanding of the bank's operations and strategy beyond the finance function.
Participate in strategic planning, mergers and acquisitions, and other key business initiatives.
Develop leadership and communication skills for interaction with executives and stakeholders.
Build a strong network with industry peers and internal and external partners.
Access professional development opportunities and mentorship from current leadership.

Job Type

Full-time

Pay

$76,200 - $132,000 per year

Ability to Relocate

Sandy Lake, PA 16145: Relocate before starting work (Required)

Work Location

On site in Sandy Lake, Pennsylvania (onsite)

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12d ago

Director of Finance

Continuum Behavioral Health & Recovery Services Medford, OR

Medford, OR

12d ago

$90k - $125k/yr Full time Finance Director Accounting Accounts Payable

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Job Description

Continuum Behavioral Health & Recovery Services in Medford, Oregon is seeking a Director of Finance to provide strategic financial leadership, oversee daily financial operations, and report to the Executive Director. The role drives board-level reporting, prepares for external audits, and maintains robust internal controls across cash management, contracts, payroll, grants management, and medical billing reconciliation.

Salary: USD 90,000 - 125,000 per year.

Responsibilities

Deliver financial reports to the Board of Directors and prepare for the annual audit
Establish and maintain internal controls and oversight of all financial transactions, including cash management, contracts, payroll, grants management, and medical billing reconciliation
Oversee all accounts, ledgers, and reporting systems in compliance with GAAP and regulatory requirements
Maintain internal controls and safeguards for revenue, expenses, and program budgets
Coordinate all audit activity, including single audit
Analyze financial data and present accurate, timely reports (monthly, quarterly, annual)
Communicate financial status clearly to leadership
Lead annual budgeting and planning processes; analyze variances and recommend corrective actions
Support Executive Director in engaging Board audit and finance committees
Monitor grant budgets, expenses, and compliance requirements
Manage federal grant financial reporting and compliance
Oversee financial, program, and grant accounting to ensure alignment with funding requirements
Review and manage contracts, including negotiation support and compliance with Medicaid/Medicare
Oversee billing processes, including denied claims, appeals, and reconciliations
Conduct periodic billing audits
Manage cash flow forecasting in partnership with program leadership
Track investment performance in alignment with policies
Develop and support finance team members through clear roles, training, and performance expectations
Improve efficiency in financial processes and reduce administrative burden across departments
Strengthen internal communication and promote a positive, collaborative work environment
Provide training and support to program managers on financial management

Requirements

Minimum 7 years of accounting experience with strong GAAP knowledge
Experience with accounting software and financial reporting
Proficiency in Microsoft Office
Payroll experience preferred
Minimum 3 years in a leadership role
Healthcare and grant-funded environment experience highly desirable
Experience with medical billing systems preferred
Strong interpersonal and communication skills

Technologies

Microsoft Office
Accounting software
Medical billing systems

Benefits

Health insurance
Dental insurance
Vision insurance
Employee assistance program
Flexible spending account
Paid time off
Mental health days
Floating holidays
Paid holidays
Professional development assistance
Relocation assistance
Flexible scheduling options
Retirement plan
Life insurance

Work Environment

Primarily sedentary office work requiring computer use, data entry, and document review. Occasional local travel to program sites may be required.

Disclaimer

This job description is not intended to be comprehensive and may change based on organizational needs or reasonable accommodations.

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13d ago

Associate Financial Advisor

RIA Recruiting Washington, DC

Washington, DC

13d ago

$80k - $90k/yr Full time Advisor Associate Client Relations

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Job Description

This Associate Financial Advisor role with RIA Recruiting in Washington, DC offers a hybrid work arrangement, a base salary of $80,000-$90,000, and growth potential.

Responsibilities

Serve as the primary contact for clients' financial planning inquiries by phone or email, ensuring clients understand options and the implications of recommended strategies.
Prepare for and participate in semi-annual client review meetings.
Create and update comprehensive financial plans and present findings during client meetings.
Collaborate with outside consultants on tax, insurance, and mortgage matters to optimize client outcomes.
Coordinate with the Client Service team to ensure data and document requests are fulfilled.
Assist with trading and rebalancing client accounts.

Requirements

Minimum of 2 years in financial services.
CFP designation, or current enrollment in a CFP program.
Interest in expanding knowledge of tax and executive compensation, with progression through related designations.
Ability to manage own workload without micromanagement.
Strong organizational skills and attention to detail.
Track record of following through on outstanding tasks to serve clients effectively.
Effective communication skills.
Strong prioritization, problem-solving, and deadline-management abilities.
Experience with our systems is not required, but familiarity with Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, or Schwab Advisor Center is a plus.

Technologies

Wealthbox
Advyzon
AssetMap
Holistiplan
Pontera
Jump
TaxStatus
Trayecto
Schwab Advisor Center

Benefits

Base salary of $80,000-$90,000 based on experience.
4 weeks PTO plus 10 paid holidays.
401(k) retirement plan with 3% automatic employer contribution.
Health care stipend.
Professional, collaborative atmosphere with opportunities for growth.
Potential for future firm equity.
Hybrid work setup with remote Mondays and Fridays.
Firm-sponsored education plan toward tax and executive compensation knowledge, with the goal of earning the Enrolled Agent designation.

The Process

15- to 30-minute Zoom interview conducted by the consultant serving as the hiring manager for this role.
If there is ground to proceed, complete a Career History Form.
If selected to advance, you will be invited to interview with the advisors.
Qualified candidates may be asked to complete assessments.

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13d ago

Senior Financial Advisor, Advisory Services

T. Rowe Price Owings Mills, MD

Owings Mills, MD

13d ago

$99k - $146k/yr Full time Senior Advisor Advisory

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Job Description

This senior advisory position focuses on delivering high quality financial guidance, strengthening client relationships, and expanding advisory capabilities within T. Rowe Price's retail Advisory Services. The role is onsite in Owings Mills, MD with a hybrid work arrangement available.

Responsibilities

Implements and develops advisory solutions for assigned clients and coordinates internal resources necessary to carry out solutions.
Prepares financial plans for pre-retirees and retirees, advising in asset allocation, spending and savings plans, Social Security strategies, and related areas.
Stays current on market events and serves as a Subject Matter Expert on various planning topics to educate advisory clients and prospects.
Contributes suggestions for program upgrades and may participate in the development of future enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
Identifies areas for improvement, evaluates existing policy, and partners with peers and management to propose changes.
May assist with development and implementation within the department.
Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and deepens client relationships through consultative, personalized support and recommendations.
Works directly with less experienced peers to determine the best approach to rectify a client's dissatisfaction.
Works with clients to determine their appetite for risk and how that aligns with different advice solutions, ensuring that implemented solutions are compliant; may resolve standard risk or compliance issues with guidance from more senior staff.
May have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience, plus 5+ years of total relevant work experience
Previous success in building relationships, uncovering needs, and recommending solutions
Demonstrated organizational skills
Strong written and verbal communication skills
FINRA Series 7 and 66, or 63/65, licenses upon hire

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Role Summary

T. Rowe Price is a recognized leader in asset management and retirement solutions, with advisory experts supporting investors in achieving goals and peace of mind. The firm draws on a long history of investment excellence and over 85 years of experience, seeking talented advisors to build on this legacy and meet growing demand for financial guidance. The organization is committed to helping investors retire with confidence by delivering high-quality financial advice. As an advisor, you will have the opportunity to shape the future of financial advice and nurture lasting client relationships, leveraging proprietary research and a strong reputation that have driven growth in recent years. Expanding the Advisory business is a strategic priority for the retail division, underscoring a commitment to broader client value. The environment supports collaboration and ongoing professional development for those focused on advancing their careers in this field.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Base salary ranges by location are as follows: $98,500 to $146,000 for Maryland, Colorado, Washington and remote workers; $98,500 to $146,000 for Washington, DC; and $98,500 to $146,000 for New York and California. Placement within the range is based on relevant experience and skills. Base salary is only one component of total compensation; employees may be eligible for a discretionary bonus determined by company and individual performance.

Commitment to Diversity, Equity, and Inclusion

T. Rowe Price views associates as its greatest asset and operates within a culture built on inclusion. The company fosters a work environment where associates can bring their best selves to work every day. A diverse, global workforce enables the organization to embrace new ideas and perspectives that advance business priorities and deliver strong client outcomes. Equal opportunity and fair, consistent treatment are fundamental to the organization’s approach.

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13d ago

Servicing Financial Advisor

RSMA Wealth Management Portland, OR

Portland, OR

13d ago

$75k - $85k/yr Full time Advisor Client Relations Client Service

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Job Description

This on-site, full-time Servicing Financial Advisor role supports client relationships for RSMA Wealth Management in Portland, OR. The position offers a salary range of USD 75,000 to 85,000 per year.

Job Overview

The Servicing Financial Advisor plays a critical role in sustaining client relationships by ensuring timely, accurate, and professional execution of administrative and service-related tasks. The focus is on servicing existing client accounts, managing documentation, responding to client inquiries, and assisting with operational processes to uphold high levels of client satisfaction.

Responsibilities

Act as the main liaison for clients, handling routine inquiries, updating accounts, and processing service requests.
Prepare, review, and process client paperwork, including account forms, applications, and compliance documentation.
Manage client communications through email and phone channels.
Coordinate ongoing account maintenance tasks such as transfers, contributions, withdrawals, and beneficiary updates.
Maintain precise client records within CRM and internal systems.
Collaborate with senior advisors and colleagues to ensure timely execution of client requests and smooth account operations.
Assist in preparing account summaries, reports, and other documents for client meetings.
Support compliance and regulatory requirements by ensuring proper documentation and timely submissions.

Requirements

Active Series 7 and Series 66 licenses are essential.
At least five years of experience in the financial services industry.
Bachelor’s degree in finance, business, or a related field is preferred.
CFP designation is preferred.
Strong organizational skills with meticulous attention to detail.
Excellent written and verbal communication abilities.
Proficiency in Microsoft Office Suite and experience with financial CRM systems.
Ability to manage multiple priorities in a fast-paced setting while maintaining accuracy.
Knowledge of financial products, retirement plans, and investment accounts.
Proven ability to identify and resolve issues promptly.
Ability to work independently and collaboratively within a team.
Self-motivated with a client-focused mindset.
Strong accuracy and attention to detail, along with solid organizational and time management abilities.
Team-oriented with robust collaboration and professional, courteous communication skills.

Technologies

Microsoft Office Suite

Benefits

Health insurance available after 60 days
Disability insurance available after 60 days
Paid time off (PTO)
SEP IRA retirement plan after 3 years of employment
Dependent care reimbursement
Flexible spending account

Mission Statement & Values

Owns their role with honesty, a can-do mindset, and accountability for themselves and others; demonstrates commitment and coachability.
Detail and solution oriented, bringing foresight, organized approaches, and a focus on actionable outcomes.
Strives for personal and professional growth, maintaining a growth mindset and self-motivated work ethic.
Engaged team member with strong communication skills, a positive outlook, and collaborative spirit.

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13d ago

Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors Greer, SC

Greer, SC

13d ago

Full time Advisor Certified CFP

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Job Description

Trade Street Wealth Advisors seeks an in-office Financial Advisor (CFP or pursuing CFP) to guide clients in Greer, SC, deliver personalized financial planning, and contribute to firm growth.

Responsibilities

Provide comprehensive financial guidance by crafting and implementing tailored plans and strategies for clients.
Lead and participate in client meetings to discuss financial planning, retirement objectives, and investment approaches.
Regularly review client accounts and portfolios to ensure alignment with stated goals and objectives.
Evaluate client risk tolerance and recommend appropriate investment strategies accordingly.
Offer fiduciary guidance and uphold the best interests of clients at all times.
Build and maintain long-term client relationships through proactive communication and trusted advisory support.
Identify opportunities to strengthen existing relationships and contribute to the firm’s growth trajectory.
Proactively pursue new client relationships and support business development initiatives.
Show leadership within the team by sharing ideas, refining processes, and enhancing the client service model.

Requirements

CFP designation or active pursuit of CFP certification.
Series 7 license.
Two or more years of experience in financial services.
Strong communication and relationship-building skills.
Professional, ethical, and self-motivated demeanor.
Ability to thrive in a small, fast-paced team environment.

Benefits

Competitive salary plus bonuses.
Health care benefits.
401(k) plan with company match.
Eleven paid national holidays.
Paid vacation time.

Schedule

Monday through Thursday: 9:00 AM - 5:00 PM (1 hour lunch).
Friday: 9:00 AM - 4:00 PM (1 hour lunch).

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13d ago

Financial Advisor

Northwestern Mutual Cape Girardeau, MO

Cape Girardeau, MO

13d ago

$65k - $112k/yr Full time Advisor Business Development Client Relations

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Job Description

Join Northwestern Mutual as a Financial Advisor in Cape Girardeau, where you help clients translate aspirations into actionable plans. Working onsite with The Lowery Group, you’ll guide individuals and families through personalized strategies across protection, investments, retirement, college planning, and business considerations in a fast-paced, client-centered environment.

Responsibilities

Develop and expand a personal client base through referrals, networking, community involvement, and targeted outreach.
Meet with clients to assess goals and craft comprehensive financial plans spanning protection, investments, retirement, college planning, and business considerations.
Present tailored solutions and ensure smooth implementation while delivering outstanding client service.
Collaborate with firm resources and internal teams to provide integrated service and holistic planning.
Maintain precise CRM records and ensure adherence to firm policies and regulatory standards.
Pursue ongoing professional development, licensing, and certifications with firm support.
Represent The Lowery Group at local events and community activities to expand the Cape Girardeau presence.

Requirements

Self-motivated, entrepreneurial professional with a client-service orientation.
Minimum of one year in a client-facing role in sales, financial services, insurance, or related fields preferred.
Strong interpersonal, presentation, and communication abilities.
Goal-oriented with a track record of building relationships and delivering results.
Willingness to work in the office during standard hours and participate in occasional after-hours or weekend events.
Willingness and ability to obtain state insurance licenses and FINRA registrations as required; the firm provides licensing support and training.
Valid driver’s license.

Technologies

Benefits

Competitive compensation structure
Comprehensive medical, dental, and vision benefits
Retirement savings plan with employer match
Paid time off and paid holidays
Robust training, mentoring, and career development through Northwestern Mutual and The Lowery Group leadership
Support for professional designations, including CFP and other certifications
A collaborative, high-integrity team environment focused on long-term client relationships

How to Apply

Please submit your resume and a brief cover letter via Indeed. In your cover letter, tell us why you want to join Northwestern Mutual — The Lowery Group in Cape Girardeau and highlight relevant experience. Applications will be reviewed on a rolling basis.

Questions?

If you have questions about the role, include them in your application or contact our office directly via the contact information listed on our Indeed posting.