Self-Service

Self-Service Finance Jobs

70 jobs found

Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Keokuk, IA

1mo ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Ameriprise Asset Allocation Associate

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Job Description

Role Overview

Join a premier financial planning practice operating within an independent advisor franchisee aligned with Ameriprise Financial. This on‑site Paraplanner position supports financial advisors at a high level while upholding stringent business ethics and regulatory standards. The role focuses on financial planning, portfolio management, insurance, retirement plan administration, and top‑tier client service. Location: Keokuk, IA 52632.

Key Responsibilities

Prepare ongoing financial planning deliverables for clients
Assist with the client implementation process
Analyze clients’ existing holdings and overall asset allocation; provide recommendations for allocation changes and rebalancing
Execute trades as needed
Run portfolio illustrations and hypotheticals
Develop appropriate product deliverables
Provide current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize a web‑based CRM to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Keep up with insurance industry trends and complete required continuing education
Manage retirement plan systems such as SRAs, SEPs, and 401(k) plans
Supervise and evaluate paraplanner assistants
Serve as a technical resource, providing training and support to team members
Perform other duties as assigned by the advisor

Minimum Qualifications

FINRA Series 7 license, plus Series 65 or 66
Life and Health insurance license
3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multi‑tasking abilities
Tech‑savvy and proficient with modern tools
Positive attitude and motivation for self‑improvement

Compensation and Benefits

Compensation is commensurate with relevant experience.

Pay range: $55,000.00 to $70,000.00 per year
Benefits include 401(k) with employer matching after qualification year; employer‑sponsored health insurance, paid dental, life and disability insurance; and paid vacation, sick time, and holidays per practice policy

Work Details

Location: Keokuk, IA 52632
Work Location: In person

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Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Winter Park, FL

1mo ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Ameriprise Asset Allocation Associate

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Job Description

Position Overview

Take on an essential role within a fast paced, client focused financial planning practice. As an on site paraplanner with a FINRA Series 7 license, you will support financial advisors at a high level. You will be employed by an independent advisor franchise partner operating a financial advisory practice affiliated with Ameriprise Financial, assisting in daily operations while upholding strict ethical and regulatory standards.

Key Responsibilities

Prepare ongoing financial planning deliverables
Assist with the client implementation process
Review clients' existing holdings and overall asset allocation to recommend allocation changes and rebalancing
Execute trades
Produce portfolio illustrations and hypotheticals
Develop appropriate product deliverables
Provide current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize the web based contact management system to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Stay up to date with insurance industry trends and complete required continuing education courses or seminars
Manage retirement plan systems such as SRAs, SEPs, and 401Ks
Supervise and evaluate paraplanner assistants
Act as a technical resource, providing training and support to team members
Perform other duties as assigned by the advisor

Minimum Qualifications

Series 7 license, and Series 65 or 66
Life and Health insurance license
3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multi tasking abilities
Tech driven and proficient with financial technology
Positive attitude and professionalism
Motivation for ongoing self improvement

Compensation and Benefits

Salary is commensurate with relevant experience.

Benefits include paid vacation, sick days, and holidays per practice policy
Employer sponsored health insurance, paid dental, life and disability insurance
401(k) retirement plan available after completing the qualified year

Compensation Details

Pay: $55,000.00 - $70,000.00 per year

Location and Work Arrangement

Work Location: On site

Location: Winter Park, FL 32789

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Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Knoxville, TN

1mo ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Ameriprise Asset Allocation Associate

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Job Description

Overview

This on‑site role supports a fast‑paced, client‑focused financial planning practice operating as an independent advisor franchisee with Ameriprise Financial. You will collaborate with financial advisors as a Paraplanner and registered associate, ensuring smooth daily operations and adherence to high standards of business ethics and regulatory requirements. The position centers on financial planning, portfolio management, insurance and retirement plan administration, and exceptional client service for a high‑quality advisory practice.

Position Functions and Responsibilities

Prepare ongoing financial planning deliverables for client engagements
Assist in guiding clients through the implementation process
Analyze clients existing holdings and overall asset allocation to recommend allocation changes and rebalancing as needed
Execute trades as required
Produce portfolio illustrations and hypothetical scenarios
Develop appropriate product deliverables for client reviews
Provide relevant, current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize a web‑based contact management system to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Stay informed on insurance industry trends and complete required continuing education courses or seminars
Manage retirement plan systems such as SRAs, SEPs, 401(k)s, and related programs
Supervise and evaluate a paraplanner assistant
Act as a technical resource, providing training and support to team members
Perform other duties assigned by the advisor

Minimum Qualifications

Series 7 license, plus Series 65 or 66
Life and Health insurance license
Minimum 3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multitasking abilities
Tech‑savvy and proficient with relevant software
Positive attitude and a motivation for self‑improvement

Compensation

Salary range: $55,000.00 to $70,000.00 per year. Compensation is commensurate with relevant experience.

Benefits

Paid vacation, sick days, and holidays per practice policy
Employer sponsored health insurance, paid dental, life and disability insurance
401(k) after a qualified year of employment

Location

Work location: In person, Knoxville, TN 37909

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Senior Underwriter, E&S Casualty East

AXA New York, NY

1mo ago

$120k - $199k/yr Full time Senior Bachelor's Degree Broker Relations

Senior Bachelor's Degree Broker Relations

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Job Description

Role overview

AXA XL’s Wholesale Solutions team within the Excess and Surplus (E&S) Casualty East unit is expanding as part of a growth-driven strategy for Excess and Surplus lines. This position presents a chance to contribute to an innovative team that has been shaping the future since 1978, delivering high-caliber underwriting and expanding reach, products, and wholesale partnerships. AXA XL’s E&S unit provides Umbrella and Excess Liability coverage to North American insureds, with underwriting teams located in the United States, Canada, Bermuda, and Dublin. Coverage may be written on an occurrence, claims-made, or occurrence-reported basis, and the appetite spans clients in manufacturing, retail, construction, energy, rail, and beyond. The successful candidate will manage a renewal book, pursue new business, and develop new distribution channels through disciplined underwriting in the assigned territory. The position reports to the Head of East, E&S Casualty.

What you’ll be doing

Contribute to the region’s strategic plan execution with a focus on the assigned territory.
Manage an existing E&S Casualty portfolio, pursuing growth targets while ensuring regional profitability.
Support development of new products based on experience and market needs.
Increase territory visibility by articulating underwriting appetite and creating new opportunities through strong broker relationships.
Operate with a degree of underwriting authority commensurate with experience, working self-directed as appropriate.
Cultivate and maintain key broker relationships to secure a steady flow of business within our underwriting appetite.
Deliver client service that reinforces a positive AXA XL image.
Partner with other core lines to enable cross-sell opportunities and cross-marketing with XL lines; meet brokers and insureds as required.
Collaborate with internal teams to support cross-functional opportunities within the region.
Report to the Head of East, E&S Casualty and act as a regional representative for the line.

What you’ll bring

Bachelor’s Degree or equivalent work experience.
Moderate experience in E&S General Liability and/or Excess Underwriting.
Strong existing marketing relationships within the assigned territory and a track record in a production underwriting role.
Deep underwriting expertise across general classes with the ability to manage a high-volume portfolio.
Self-starter with strong organization, capable of working independently or collaboratively in a fast-paced, team-focused environment.
Proven ability to establish and maintain insured and broker relationships of the highest standard.
Demonstrated critical thinking, decision making, and problem-solving skills.
Outstanding communication skills, both verbal and written, with collaboration and presentation capabilities and a willingness to mentor others.
Willingness to travel across the territory for client, broker, and internal meetings (approximately 20%).

Who we are

AXA XL, the Property & Casualty and specialty risk division of AXA, is known for addressing complex risks. We serve mid-sized companies, multinationals, and individuals with re/insurance solutions that go beyond traditional offerings. Our approach combines a robust capital platform, data-driven insights, leading technology, and top talent, all within a flexible and inclusive environment that prioritizes exceptional client service across property, casualty, professional, financial lines, and specialty lines. We partner with those who move the world forward by delivering innovative risk solutions. Learn more at axaxl.com.

What we offer

Inclusion

AXA XL is committed to equal employment opportunity and will evaluate candidates without regard to gender, sexual orientation, age, ethnicity, origin, marital status, religion, disability, or other protected characteristics. The organization emphasizes an inclusive culture as a driver of business growth and success. We provide support for flexible working arrangements, enhanced family-friendly leave, and a range of programs designed to attract, develop, and retain a diverse workforce of professionals. Five Business Resource Groups focus on gender, LGBTQ+, ethnicity and origins, disability, and inclusion, with chapters around the globe. We offer flexible working support, family-friendly leave enhancements, and are named to the Diversity Best Practices Index, along with other commitments such as signing the UK Women in Finance Charter. Learn more at Inclusion & Diversity at AXA XL.

Salary and benefits

The U.S. base salary range for this position is USD 119,500 to 199,100. Actual pay is determined by the individual’s skills, experience, and location. AXA XL provides a comprehensive rewards program addressing health, wellbeing, lifestyle, and financial security, with competitive compensation and inclusive benefits that evolve with you. The company emphasizes long-term recognition of contributions and supports ongoing development to help employees reach their potential.

Total Rewards

AXA XL’s rewards program is designed to cover the full spectrum of your needs, from health to retirement, with a focus on fair compensation and benefits that align with your career trajectory. The program aims to recognize and sustain your growth and well-being over time.

Sustainability

Sustainability is integral to AXA XL’s strategy. The 2023-26 plan, Roots of resilience, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across operations. Pillars include valuing nature by protecting ecosystems, addressing climate change through net-zero strategies and ESG-aligned products, and integrating ESG into internal processes and governance. The Hearts in Action program supports volunteering and charitable giving through initiatives such as Matching Gifts, Volunteering Leave, and a Global Day of Giving. For more information, see Sustainability at AXA XL.

AXA XL’s U.S. base salary range for this role is USD 119,500 - 199,100, with actual pay determined by experience and location. The company highlights its commitment to health, mental well-being, and financial security through a broad benefits portfolio, ongoing development opportunities, and a supportive workplace culture.

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Temporary Accounting Supervisor

StaffBuffalo Amherst, NY

1mo ago

$30 - $55/hr Full time Accounting Accounts Payable Audit

Accounting Accounts Payable Audit

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Job Description

Overview

Placement as a Temporary Accounting Supervisor with an established organization located in Amherst, NY 14226. The role supports the Business Affairs team and offers an hourly rate of $30 to $55, dependent on experience. It is ideal for an analytical, detail oriented accounting professional who prefers independent work while collaborating with a supportive team. The position involves overseeing key accounting processes, maintaining financial records, reviewing transactions, and reinforcing internal controls across the organization’s accounting systems. The successful candidate will be a self-starter who asks questions, reviews documentation carefully, and takes ownership of accounting tasks from start to finish.

Responsibilities

Monitor daily bank activity and maintain accurate cash controls
Reconcile multiple bank accounts and review financial transactions
Review and approve invoices, expense reports, and credit card statements
Prepare and review adjusting journal entries in line with the General Ledger
Assist with accounts payable review and expense analysis as needed
Maintain electronic financial logs including EFT and payment records
Support the monthly closing process and ensure financial data accuracy
Assist with financial reporting and analysis for restricted or special funds
Review and analyze expenses and financial data when requested by leadership
Assist with audit preparation and support auditors by gathering documentation
Ensure accounting policies, internal controls, and financial procedures are followed
Provide backup support to the Controller and other accounting staff as needed

Qualifications

Bachelor’s degree in Accounting or related field required
5+ years of accounting experience required
Supervisory or leadership experience preferred
CPA preferred but not required
Strong understanding of General Ledger processes and reconciliations
Excellent analytical and problem-solving abilities
Strong organizational skills and attention to detail
Proficiency in Microsoft Excel and accounting software systems

Compensation and Schedule

The posted pay range is $30–$55 per hour, reflecting the client's current compensation expectations for this role. The rate depends on experience. This assignment may pay higher in special cases where a candidate has education, training, or experience that far exceeds the position requirements.

Recruitment Process

If you are new to working with a recruiter, we aim for a smooth and straightforward experience. To get started, please share an updated resume and a time for a quick chat. Our team will learn about your career goals, provide resume feedback, help you prepare for interviews, relay client feedback, and coach you through the offer stage.

Equal Opportunity

StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service.

#INDCPA

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Sr. Manager FP&A

MCKESSON Columbus, OH

1mo ago

$109k - $181k/yr Full time Manager Senior Budgeting

Manager Senior Budgeting

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Job Description

Location: Columbus, OH 43222

Overview

McKesson is a purpose-driven Fortune 10 organization that touches nearly every facet of healthcare. We are recognized for delivering insights, products, and services that improve access to quality care while helping to lower costs. Our focus is on the health, happiness, and well being of our team and the communities we serve. We foster a culture that encourages growth, empowers new ideas, and enables you to make an impact. McKesson employs more than 45,000 people globally and reported revenues exceeding $300 billion in FY2025. Founded in 1833 by John McKesson and Charles Olcott in New York, the company initially focused on importing and distributing pharmaceutical products. United by our ICARE values, we work together daily to make better care possible for patients worldwide.

Current Need

We are seeking a Sr. Manager FP&A to join our team in Irving, Texas.

Position Description

The Corporate FP&A Shared Services Senior Manager is responsible for supporting reporting and analytics for the business unit SG&A and standard management reporting. Responsibilities include budgeting, forecasting, reporting, and analysis in support of the business unit. The Manager will establish analytical standards for reporting and modeling KPIs. As a key financial liaison, the Manager partners with multiple departments across the business unit and coordinates with FP&A leaders and business unit leadership to ensure high-quality service delivery. The role requires the ability to work closely with a team to deliver results and improve efficiency, and strong communication to support various internal finance and operations stakeholders. Additionally, this role supports digital finance capabilities across reporting, forecasting, and performance management. This is a people leadership position overseeing Financial Analysts and their performance management.

Key Responsibilities

Drive Financial Reporting: supervise monthly financial reporting, including variance research, explanations, and resolution
Oversee the preparation and management of multiple supplemental reporting requirements
Participate in Operational Reviews and validate the accuracy and integrity of team performance metrics
Maintain up-to-date cost center portfolio listings, including stakeholder mapping
Perform and oversee ad hoc financial analysis as needed

Finance Technology and Analytics Enablement

Support the adoption, optimization, and continuous improvement of FP&A platforms (for example SAC EFPR, FDP)
Act as a product owner for FP&A reporting and analytics solutions, translating business needs into technical requirements and scalable designs
Drive increased self-service analytics through FDP, Power BI, and enterprise reporting tools
Identify and execute opportunities for process automation (forecasting workflows, variance analysis, reporting distribution)
Promote responsible and effective use of AI-enabled finance tools such as Copilot to enhance insight generation and productivity

People Leader

Manage four direct reports and provide ongoing coaching and guidance
Maintain a strong quality control environment to ensure consistent, high-quality performance
Develop technology-forward FP&A talent with a focus on analytics, systems proficiency, and automation mindset
Ensure analysts are proficient in data visualization, financial modeling within tools, and structured problem-solving
Coach team members on leveraging finance technology to shift time from manual work to systematic and data-driven workflows
Lead quarterly Performance and Development conversations, including stakeholder feedback
Ensure uninterrupted service coverage by filling in for direct reports during vacancies or leaves
Participate in the hiring process for new analysts and support successful onboarding
Provide close oversight and targeted performance management for employees with identified performance gaps, including documentation
Lead close, forecast, budget, and other deliverables huddles to ensure clarity on deadlines and support needs

Business Unit Relationship Management

Periodically meet with Finance stakeholders to assess satisfaction with service delivery
Review and analyze quarterly survey results, focusing on constructive feedback related to direct reports
Drive standardized reporting across the business unit
Identify opportunities to standardize FP&A operations
Enforce standard work by ensuring materials are followed, SOPs are maintained and refreshed periodically

Minimum Requirements

Degree or equivalent experience. Typically requires 9+ years of professional experience and 0-2 years of supervisory experience

Critical Skills

Minimum of 9 years of finance experience required
Experience managing the close process, reporting, forecasting, and budgeting activities
Demonstrated experience leading or supporting finance transformations and driving adoption
Strong understanding of data models, financial hierarchies, and metric definitions
Experience with FP&A systems such as SAP Analytics Cloud (SAC), SAP BPC, Oracle Fusion Cloud EPM, or Oracle Hyperion Essbase
Power BI experience preferred; comparable experience with Tableau, Domo, Spotfire, or Qlik is also acceptable
Experience with SAP S/4HANA or SAP ECC preferred; experience with Oracle Fusion Cloud ERP, JD Edwards EnterpriseOne, Oracle E Business Suite, or NetSuite Cloud ERP considered transferable
Healthcare technology or pharmaceutical distribution experience is a plus but not required
Advanced proficiency in Microsoft Office 365, with a strong emphasis on Excel, Word, and PowerPoint

Additional Knowledge and Skills

Strong attention to detail, with timely follow-up to business needs and a commitment to quality
Ability to work effectively with businesses and employees across multiple geographies
Strong data literacy, including assessment of data quality, consistency, and usability
Continuous improvement mindset with a passion for digitizing and simplifying finance processes
Excellent interpersonal and communication skills

Success in This Role Looks Like

Finance is viewed as a strategic partner, proactively influencing resource allocation, cost discipline, and investment decisions through forward-looking insights and scenario analysis
Planning, forecasting, and performance management are aligned to enterprise priorities, enabling leaders to understand trade-offs, manage risk, and respond decisively
FP&A processes are automated, scalable, and insight-driven, freeing time for decision support
The team emphasizes decision support and reduces time spent on data preparation
Finance technology adoption is strong, and the team acts as a thought partner in digital finance transformation

Compensation and Benefits

McKesson offers a competitive Total Rewards package. The base pay range for this position is $108,700 to $181,100. Pay is determined by factors such as performance, experience, skills, equity, regular market evaluations, and geographic considerations, and will comply with applicable regulations. In addition to base pay, annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

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Senior Branch Premier Banker - Commerce Square

Wells Fargo Philadelphia, PA

1mo ago

Full time Senior Affluent Affluent Banking

Senior Affluent Affluent Banking

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Job Description

Overview

Wells Fargo is a leading financial services company dedicated to innovation, community empowerment, and helping customers achieve success. A meaningful career here includes robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. The organization has been recognized for career growth, ranking among the top three and as the #1 financial services employer in the United States on the 2025 LinkedIn Top Companies list. This opportunity is based in Philadelphia, PA.

About this role

We are seeking a Senior Branch Premier Banker (SAFE) within Consumer and Small Business Banking as part of Branch Banking. Upon completing required licensing and SAFE registration, the incumbent will transition to the Senior Branch Premier Banker (SAFE) role. The profile below provides a general sense of responsibilities; daily duties will vary by branch and by banker depending on factors such as experience, client mix, available banking services, and client needs.

What you will do

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships through outreach and planned appointments.
Review and analyze moderately complex customer concerns for possible resolution using discretionary application of applicable resolution protocols.
Escalate banking related issues or business risks that require an in-depth evaluation.
Advise customers on various aspects of recommended and available financial options and services.
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit, and investment financial solutions and services.
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the identified needs and goals, aligned with clients’ overall financial circumstances and objectives.
Understand and manage risks by adhering to policies, procedures, controls, and ensuring compliance with applicable laws and regulations.
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo options and services that will best meet customers’ financial needs and goals.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to help customers succeed financially.
Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, and provide advice on banking services and options to changing circumstances.
Be an active member of the branch team, including guiding other branch employees on developing relationships and managing moderately complex to complex client needs.
This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking an application for a dwelling secured transaction. Compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment depends on meeting these requirements, including acceptable background investigations. Individuals in a SAFE role must also meet Loan Originator requirements under Regulation Z (LO) as described below.

Required Qualifications

4+ years of customer service experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.

Desired Qualifications

Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
Experience recommending financial services products and services; successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration.
State Insurance license(s).
3+ years of experience in a licensed financial services position.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Excellent verbal, written, and interpersonal communication skills.
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business.
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention.
Ability to follow policies, procedures, and regulations.
Ability to educate and connect customers to technology and share the value of self-service digital banking options.
Experience using strong business acumen to provide financial services consultation to small business customers.
Knowledge and understanding of financial services consumer lending products.
Ability to interact with integrity and professionalism with customers and employees.
High motivation with the ability to successfully meet team objectives while maintaining individual performance.
Experience mentoring and peer-coaching others.

Job Expectations

Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices risk management culture.
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment.
State Insurance licenses are required for this role and must be completed within a specified period.
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) licenses is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fi