Program

Program Finance Jobs

6 jobs found

Financial Advisor - with Full Training & Development Program

Northwestern Mutual Hauppauge, NY

12d ago

$75k - $159k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Based in Hauppauge, NY on site, this Financial Advisor role with Northwestern Mutual includes a comprehensive Training and Development program designed to help individuals, families, and small businesses protect and grow their financial futures. Enjoy independence and a clearly defined leadership path, with a salary range of $75,000 to $159,000 per year.

Benefits

Help communities and clients achieve financial stability and peace of mind through tailored planning and guidance.
Access a nationally recognized Training and Development program with a clear leadership track that blends education, hands-on experience, and mentorship.
Enjoy independence and flexibility, supporting the life you want to lead.
Operate your own practice alongside driven peers who push you to excel while you build your own success.
Receive personalized coaching and client development resources, plus financial backing for professional designations and certifications.
Build impactful networks in the community and cultivate authentic referral connections.
Develop and sustain long-term client relationships, with average relationships lasting over 40 years.
Provide customized financial strategies through thorough factfinding and holistic planning.
Broaden and deepen your skillset through ongoing professional development and collaborative, experiential learning.
Opportunity to design your roadmap to leadership and specialized roles.
Competitive rewards and recognition for performance.
Untapped strengths backed by strong organizational credentials, including top industry ratings and community impact figures.
Supportive culture focused on diversity, teamwork, work/life balance, recognition, and rewards.
Notable organizational accolades, including Fortune recognition and a robust philanthropic footprint.
Extensive community and charitable contributions, including the NM Foundation and related initiatives.

Responsibilities

As a Financial Representative, help individuals, families, and small businesses safeguard and grow their financial futures.
Guide clients toward financial stability and peace of mind, positively affecting communities and lives you touch.
Participate in a nationally recognized Training and Development program with a well defined leadership path that combines education, experiential learning, and mentorship.
Utilize an independent, flexible work style that supports your personal and professional goals.
Build your business alongside other driven professionals who encourage your best performance.
Receive personalized coaching and market development resources, along with financial support for professional designations and certifications.
Establish and nurture networks in the community and learn to build authentic referral connections.
Develop and maintain long-term client relationships, with average durations exceeding 40 years.
Provide customized financial strategies and solutions through thorough factfinding and holistic financial planning.
Expand your skillset through ongoing professional development and joint, experiential learning.
Design your path to leadership and specialized roles within the organization.
Receive appropriate rewards for performance.

Requirements

Dependable, consistent, and grounded in integrity and honesty.
Excellent communicator with strong relationship-building abilities.
Driven, independent, self-motivated, and goal-oriented.
Growth-minded, coachable, and committed to long-term success.

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Wealth Management Advisor - with Full Training & Development Program

Northwestern Mutual New York, NY

13d ago

$55k+/yr Full time Advisor CFP Client Relations

Advisor CFP Client Relations

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Job Description

The Wealth Management Advisor role in the Financial District of New York City delivers long-term financial planning solutions with comprehensive training and licensing sponsorship. This onsite position combines client-focused planning with a commission-based compensation structure, starting with foundational training and progression toward an advisory role.

Responsibilities

Provide long-term financial planning solutions across insurance, investments, retirement, education planning, and related areas.
Identify opportunities and overlooked areas to help clients save and plan with confidence as life circumstances evolve.
Develop a tailored plan to meet each client’s unique financial goals and needs.
Begins as a financial representative while pursuing required designations and advancing toward the financial advisor role.

Requirements

Local to the Financial District, NYC
Previous sales or business development experience
Collegiate athletics or military background

Benefits

Training Bonus: Up to $3,500 upon completing training, contingent on onboarding milestones, individual metrics, and licensing requirements
First-Year Stipends & Bonuses: Up to $26,000 based on weekly activity metrics
First-Year Additional Bonuses: Up to $29,000 based on incentives during the first year
Uncapped commissions with enhanced rates in the initial years
401(k)
Health insurance
Dental insurance
Vision insurance
Life insurance
Employee assistance program
Employee discount
Financial planning services
Flexible schedule
Flexible spending account
Parental leave
Professional development assistance
Retirement plan

Job Type

Full-time

Pay

From $55,000.00 per year

Location

New York, NY (onsite)

Work Location

In person

Ability to Commute

New York, NY 10014 (Required)

Application Question(s)

Will you now, or in the future, require sponsorship for employment visa status (e.g., H-1B visa status)?

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Lead, Program Finance

L3Harris Technologies Palm Bay, FL

17d ago

Full time Manager Accounting Budgeting

Manager Accounting Budgeting

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Job Description

Onsite in Palm Bay, Florida, the Lead, Program Finance plays a pivotal role in managing financial control for a high-visibility Watch Program within L3Harris Technologies’ Acoustic Systems Division. This senior position partners with program managers and cross-functional teams to drive financial program execution, maintain the program’s financial plan, and deliver insights into cost and schedule health for leadership.

Responsibilities

Lead the program's financial management by developing time-phased budgets and schedules, ensuring Earned Value data compliance and reporting, and overseeing cost accounting and the integration of cost and schedule data.
Prepare quarterly EACs and support accurate projections of ETC, EAC, and Latest Revised Estimate (LRE).
Ensure EAC adherence to L3Harris AC-13 and PMO-05 policies; assess gaps, propose corrective actions, and implement them.
Develop and review time-phased budgets, establish key performance metrics and milestones, regularly report cost and schedule variances, investigate financial irregularities, ensure financial program compliance, and prepare milestone invoices and cash forecasts.
Collaborate with Program Managers, Technical Leads, and Division/Sector leadership to interpret and communicate financial performance.
Influence day-to-day financial activities related to Programs, Proposals, and Reviews, including shaping strategies to achieve program financial goals.
Partner with IPT members to execute baselining, ETC, and change-management processes.
Demonstrate self-motivation and strong interpersonal skills to effectively engage with colleagues at all levels.
Proactively resolve complex problems and issues in a timely manner with limited supervision.
Exhibit initiative, independence, closure, and the ability to navigate multiple priorities under tight deadlines.

Requirements

Bachelor’s Degree in Business, Accounting, Finance, or a related field with a minimum of 9 years of prior relevant experience;Graduate Degree with minimum 7 years; in lieu of a degree, minimum of 13 years prior related experience.
10+ years’ experience and demonstrated strong knowledge of Microsoft Office applications

Qualifications

Bachelor’s Degree in Business, Accounting, Finance, or related field with a minimum of 9 years of prior relevant experience; Graduate Degree with minimum 7 years; in lieu of a degree, minimum of 13 years prior related experience.
10+ years’ experience and demonstrated strong knowledge of Microsoft Office applications

Technologies

Microsoft Office, SAP, EVMS, COBRA

Job Code

35663

Location

Palm Bay, FL (onsite)

Schedule

9/80 schedule: employees work 9 out of every 14 days, totaling 80 hours, with every other Friday off.

Preferred Additional Skills

Previous experience with SAP and EVMS including COBRA
Knowledge of cost/schedule development, budgeting, financial analysis and forecasting
Ability to multi-task and prioritize competing demands in a fast-paced environment
Strong interpersonal and communication skills
Detail-oriented with the ability to manage multiple priorities under pressure

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Advisor Development Program - Financial Solutions Advisor Trainee - Liberty Lake Financial Center

Bank of America Liberty Lake, WA

1mo ago

$65k - $75k/yr Full time Advisor Affluent Bank of America

Advisor Affluent Bank of America

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Job Description

Overview

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. The practice specializes in goals-based planning for retirement, education, legacy, and other life goals through informed investment guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their objectives through a personal advisory relationship built on transparency. Clients benefit from Merrill’s investment insights paired with the banking convenience of Bank of America. Merrill supports an in‑office culture with attendance requirements that vary by role, while allowing flexibility where appropriate. The organization values diversity, fostering a culture driven by results, resilience, and client-focused service.

Program Details

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), you start by securing Securities Industry licenses with dedicated study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After earning your licenses, you will learn the foundational skills required to be an advisor, including acquiring, building, and managing client relationships, evaluating a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives, all while delivering human-centered financial interactions. When you reach key milestones, you will begin working in a financial center to deliver Bank of America’s core banking and investment solutions and strong client care. The program provides comprehensive support as you progress through its development stages.

Career Path

Upon demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you typically advance to the Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and start building a portfolio of affluent and high net worth clients, applying the skills learned in ADP. The ultimate objective is to become a core Merrill Financial Advisor, with ongoing programs, tools, and resources supporting your career journey.

Responsibilities

Obtain Securities Industry licenses, including SIE, Series 7, and Series 66 (or Series 63 and 65 instead of Series 66)
Develop and manage client relationships through effective communication and collaboration
Adopt a proactive approach and manage time efficiently
Maintain a results-driven mindset with client interests at the forefront
Identify suitable client solutions by applying knowledge and new information
Apply regulatory due diligence in daily activities and in shaping long-term client strategies
Begin in a financial center delivering Bank of America core banking and investment solutions and client care

Required Qualifications

Holds Series 7 and 66 licenses or Series 63 and 65 in lieu of Series 66
Confidence working in a sales role
Ability to build strong client relationships through effective communication and collaboration
Proactive mindset with strong time management
Results-driven approach prioritizing client interests
Ability to identify appropriate client solutions using prior learning and new information
Performs regulatory due diligence in daily activities and long-term client planning

Desired Qualifications

Bachelor’s degree and/or at least one year of financial services industry or sales experience
Willingness to learn and adapt to new technology or applications
Ability to multitask effectively
Spanish bilingual

Compliance and Registration

This position is subject to SAFE Act registration requirements. Under the SAFE Act, employees involved in residential loan mortgage originations must register with the federal registry and remain in good standing. You will be required to complete the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination of employment.

Work Details

Shift: 1st shift (United States of America)
Hours Per Week: 40
Location: Liberty Lake, WA 99019

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Fast Track Management Program (Partner)

New York Life New Orleans, LA Hybrid

1mo ago

$90k - $175k/yr Full time Marketing Annuities Client Relationship

Marketing Annuities Client Relationship

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Job Description

Overview

New York Life offers an Accelerated Path to Management program designed to fast-track your career into leadership. From day one, we invest in your development, building skills in marketing, business development, and customer relationship management, and we provide you with the tools needed for a successful management track. This program is based in a hybrid remote arrangement in New Orleans, LA 70113.

What we’re looking for

We’re seeking driven individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. If you can answer yes to one of the following, you may be a strong fit:

Sales or managerial experience in another industry
Previously ran your own business
Currently hold a Masters degree or higher

In the Accelerated Path to Management Program, you’ll begin as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before moving into a management role. You’ll then participate in a six-month intensive training program designed to position you for success as a manager, and to better understand how to recruit and coach others to reach their goals.

What we offer

Your first year

You’ll gain firsthand exposure to the role and daily activities of a financial professional by working in that capacity. We provide comprehensive training, access to digital tools, and a full product suite to support your development.

Training and resources

You will receive top-tier training that underscores the value of New York Life. In addition to this training and ongoing support, you’ll have access to resources to help you succeed day-to-day, including experts available to answer questions and a suite of digital sales, prospecting and marketing tools to attract and retain clients through web, social and email content.

Product solutions

You will learn about our robust products and services that help clients meet their financial goals. New York Life, along with its subsidiaries, offers a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.

Your transition to Associate Partner

After meeting specific requirements within your first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you lead and build your team of financial professionals. Throughout your career with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

Compensation

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California, the salary range is $62,400–$150,000), plus you will be eligible for additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation designed to increase your income and reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,4 and a 401(k) savings plan.5 The average income among our 617 recruiters at all levels in 2024 was $285,000.

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protec

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Commerce and Consumer Lending - United States - 2026 ReEntry Program

JPMorganChase Columbus, OH

1mo ago

Full time 2026 Commerce Compliance

2026 Commerce Compliance

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Job Description

Program Overview

JPMorgan Chase recognizes that rewarding careers can emerge along nontraditional paths. We value the diversity, fresh perspectives, and wealth of experience returned professionals bring. The ReEntry program supports seasoned professionals who have taken a career break of at least two years, supplying the resources needed to restart their careers. The fellowship operates across more than 30 locations worldwide and runs for 15 weeks, from April 20, 2026 through July 31, 2026, with the possibility of securing a permanent role at program end. Permanent placements are determined by business needs and the candidate’s skill set. For additional details, please review the ReEntry Overview page.

Program Details and Focus

Connected Commerce at JPMorgan Chase is a two-sided platform that links active, engaged customers with relevant merchant brands. By creating engaging experiences at key inflection points earlier in the purchasing journey, Connected Commerce delivers a comprehensive experience for Chase cardmembers during travel, shopping, and dining. Our innovative payment and lending options, including digital wallets and point-of-sale lending, streamline the buying process and provide flexible ways to pay and borrow.

What We Look For

We seek professionals in our United States Center locations with prior experience in roles including but not limited to:

Agility Leads
Business Analysts
Client Experience Specialist
Data Analytics
Marketing/Media Solutions
Process Improvement
Product Associates
Product Delivery
Product Managers
Regulatory Compliance
Sales Strategy
Travel Advisors
Travel Support
Underwriters
Vendor Management

As a Commerce and Consumer Lending professional, you will contribute as a creative, collaborative team member with strong analytical, problem-solving, planning and organizational capabilities.

About JPMorgan Chase

Chase is a leading financial services firm serving a broad spectrum of households and small businesses with a comprehensive range of financial solutions. Our mission is to foster engaged, lifelong relationships and place customers at the center of everything we do. We also support small businesses, nonprofits, and municipalities with solutions to address their financial needs.

Compensation and Benefits

We offer a competitive total rewards package. Base salary is determined by role, experience, skill set, and location. For eligible roles, compensation may include commission-based pay and/or discretionary incentive compensation, paid as cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Benefits encompass extensive health care coverage, on-site health and wellness facilities, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Detailed information about total compensation and benefits will be provided during the hiring process.

Diversity and Inclusion

We are an equal opportunity employer that values the diverse talents of our global workforce. We do not discriminate on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by applicable law. We also provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting accommodations, please refer to our FAQs.

Location

Columbus, Ohio 43085. This role is based in Columbus, with the ReEntry program operating across more than 30 locations worldwide.

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Program Finance Jobs

Financial Advisor - with Full Training & Development Program

Wealth Management Advisor - with Full Training & Development Program

Lead, Program Finance

Advisor Development Program - Financial Solutions Advisor Trainee - Liberty Lake Financial Center

Fast Track Management Program (Partner)

Commerce and Consumer Lending - United States - 2026 ReEntry Program

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