Short Term Incentive

Short Term Incentive Finance Jobs

25 jobs found

Financial Officer - Portfolio

Farm Credit Services of America Red Oak, IA

13d ago

$71k - $129k/yr Full time Banking Business Development Client Relations

Banking Business Development Client Relations

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Job Description

Based in Red Oak, Iowa, Farm Credit Services of America is seeking a Financial Officer - Portfolio to drive sales and relationship-building within an assigned producer segment. This onsite role blends advisory support with proactive loan product promotion, emphasizing tailored financing solutions and delivering an exceptional customer experience. The position offers a salary range of USD 70,500 - 128,820 per year.

Responsibilities

Design customer packages and advise borrowers on financial information, pricing loans based on risk and profitability.
Service assigned portfolios, develop business plans to grow market share, promote and sell loan products, and cross-sell all of the association's products and services while delivering an outstanding customer experience grounded in core principles and teamwork.
Build a professional presence within the assigned segment by participating in commodity groups and networking with knowledge contacts in the agricultural industry.
Support the association's image as a leading ag financial institution.
May serve as the initial officer to handle incoming calls and walk-in visitors seeking new credit.
Discuss credit packages with Analysts and participate in consensus decision making when appropriate.
Advise customers on loan decisions and provide expert guidance related to their financial position and future credit needs.
Collect required financial information and documents while delivering excellent service and timely responses to inquiries.
Emphasize a development and learning period with a focus on understanding processes, initiating underwriting and selling skills, and building the foundation for a successful Financial Officer career.
This role carries limited business development responsibilities.

Requirements

Bachelor's degree in Ag Business, Accounting, Finance, Agricultural Economics, Animal Science or closely related field is required.
0-4 years of experience in lending, credit analysis, and/or sales within related financial services or an agricultural credit organization is required.

Benefits

Health benefits including medical, dental, and vision coverage
401(k) retirement plan
Paid time off including vacation, sick leave, holidays, and parental leave
Life and disability insurance
Employee Assistance Program (EAP)
Wellness programs
Tuition assistance
Short-term incentive pay

Travel Time

Limited travel is required, up to 5% for interoffice and training-related needs.

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Financial Advisor

First Command Financial Services, Inc. Albuquerque, NM

16d ago

$75k - $150k/yr Full time Marketing Advisor Banking

Marketing Advisor Banking

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Job Description

First Command Financial Services is seeking a Financial Advisor in Albuquerque, NM to guide military families through evolving financial plans. This onsite role blends coaching, financial planning, and community engagement, with a licensing pathway that can lead to an independent contractor arrangement.

Responsibilities

Serve as a personal coach to military families, developing financial plans that adapt to both short-term and long-term goals.
Help families manage everyday finances, build lifetime assets, and protect against unforeseen events.
Collaborate with the local district team and Home Office to bring new clients to First Command.
Engage directly with the military community by partnering with local military organizations, units, and supporting institutions.
Coach families on comprehensive plans covering savings and banking, investments and wealth management, and insurance and risk management.

Requirements

Military experience or affiliation
Bachelor’s degree
Proven leadership skills

Benefits and Training

Specialized licensing and a comprehensive training program designed for veterans, transitioning service members, and military spouses.
Sponsorship to pursue full registration and licensing as a Financial Advisor using company tools and resources.
Preparation and testing for SIE, S6, S63, S65, and state Life & Health licenses.
Opportunities to join a paid training program with a local district office after licensing completion.
During the early phase, an hourly wage for the first three months at the state minimum, transitioning to a salaried position with progressive incentives through the remaining nine months of paid training.
No cap on earnings potential; compensation is driven by commissions, residual income, bonuses, and deferred compensation.
Professional development through leadership programs, classroom training, and annual workshops.
Set your own schedule to support work-life balance.
Portable career opportunities across the United States.

Compensation and Career Path

There is potential to move into an independent contractor role, allowing control over career trajectory with compensation tied to performance.
The compensation structure centers on commissions, residual income, bonuses, and deferred compensation, with the first-year earnings described in the program materials.

What to Expect After Training

Upon completion of the paid trainee program, there may be an opportunity to become an independent contractor Financial Advisor with First Command.
Income remains uncapped and aligned with effort and results, through commissions, residual income, bonuses, and deferred compensation.
Continued professional development through progressive leadership programs and annual workshops.
Maintain a flexible schedule to support work-life balance.
Portability of career opportunities nationwide.

Education and Experience

Education: Bachelor’s degree preferred.
Experience: Military experience (5 years) preferred.

Location

Albuquerque, New Mexico — on-site

Learn More

First Command has helped military families pursue their goals through financial coaching since 1958. To learn more about careers with us, visit Financial Services Careers | First Command.

Salary

$75,000 - $150,000 per year

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U.S. Private Bank - Private Banker - Associate

JPMorganChase San Antonio, TX

18d ago

Full time MBA Advisor Associate

MBA Advisor Associate

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Job Description

Private Banker in JPMorgan Chase’s U.S. Private Bank, onsite in San Antonio, TX, helps families build, preserve and manage wealth through investments, financial planning, credit and banking expertise, while pursuing new client opportunities.

Responsibilities

Foster and sustain client relationships by earning trust, deeply understanding needs, delivering targeted guidance, crafting thoughtful solutions, and providing an outstanding client experience
Drive growth by attracting new assets and expanding the portfolio with both existing clients and new prospects
Provide comprehensive balance sheet guidance, including asset allocation, investment management, wealth planning, and banking and credit needs
Collaborate with internal specialists to deliver cross-functional expertise to clients as needed
Coordinate client activity across all lines of business within JPMorgan Chase
Ensure proposed solutions meet short-, mid-, and long-term objectives through a holistic goals-based planning approach

Requirements

Minimum of three years of work experience in private banking or financial services
Bachelor's degree required
Licenses: Series 7, Series 66 and Insurance; unlicensed candidates may be considered but must obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Well-established community presence with an existing professional network
Experience or demonstrated understanding of investments, wealth planning, and banking concepts including credit
Committed to delivering an exceptional client experience and advocating on behalf of clients

Benefits

Base salary
Commission-based pay
Discretionary incentive compensation
Cash compensation and equity rewards (potentially forfeitable)
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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Advisory Specialist (Business Line Controller)

Confidential Pittsburgh, PA Hybrid

18d ago

$0k - $81k/yr Full time Accounting Advisor Advisory

Accounting Advisor Advisory

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Job Description

The Advisory Specialist (Business Line Controller) position in Pittsburgh, PA offers hybrid work, a salary range of USD 81,411 - 179,610 per year, and a comprehensive benefits package.

Responsibilities

Provide financial advisory support to business managers and ensure compliance with key accounting activities.

Requirements

Bachelor's degree in accounting, finance or a related field (US or foreign equivalent).
CIMA qualification.
3 years of experience in a finance or financial analysis role.

Benefits

Medical, prescription, dental and vision plans
Health savings and flexible spending accounts
Life and disability insurance
Paid time off plus 10 paid holidays
Employee Assistance Program (EAP)
401(k) plan
Short-Term Incentive Plan (STIP)
Employee stock purchase option

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Advisory Specialist (Business Line Controller)

Confidential Pittsburgh, PA Hybrid

21d ago

$0k - $81k/yr Full time 401k Accounting Advisory

401k Accounting Advisory

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Job Description

Overview

Confidential invites applications for an Advisory Specialist, designated as a Business Line Controller, to be based in Pittsburgh, Pennsylvania. The role provides financial advisory support to business managers and ensures adherence to key accounting activities.

Location

Hybrid remote work arrangement in Pittsburgh, PA 15222.

Responsibilities

Deliver financial advisory support to business managers and support compliance with critical accounting activities.

Qualifications

Bachelor’s degree (US or foreign equivalent) in accounting, finance, or a related field.
CIMA qualification.
At least 3 years of experience in a job offered or financial analysis role.
May be assigned to various, unanticipated sites across the United States.
Hybrid remote work may be permitted.

Compensation

Salary: $81,411 - $179,610 per year.

Work Schedule

Monday through Friday, 40 hours per week.

Benefits

Medical, prescription, dental, and vision plans
Health savings and flexible spending accounts
Life and disability insurance
PTO plus 10 paid holidays
Employee Assistance Program (EAP)
401(k)
Short-Term Incentive Plan (STIP)
Employee stock purchase option

Application Process

Submit resume to lisa.conley@matw.com referencing Advisory Specialist (Business Line Controller). EOE

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Financial Advisor

First Command Financial Services, Inc. Blue Bell, PA

22d ago

Full time Advisor Client Relationships Commission

Advisor Client Relationships Commission

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Job Description

Overview

Since 1958, First Command Financial Services has guided military families toward financial security through face-to-face coaching. Our approach blends time-tested financial principles with a client-first philosophy to inspire clients to take the first steps on the path to financial security. 3 out of 4 of our Financial Advisors are veterans or military spouses. With more than 165 offices nationwide, many are located near military installations. This opportunity is based in Blue Bell, Pennsylvania. First Command is committed to helping military families get their financial lives squared away.

What Our Financial Advisors Do

They serve as personal coaches to our Nation’s military families, focusing on a financial plan that evolves to meet short-term and long-term goals. They help with day-to-day finances, build lifetime assets, and protect against the unexpected. They actively engage with the community to bring in new clients to First Command, with support from the local district team and Home Office. They work directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach families on a comprehensive financial plan that includes:

Savings/banking
Investments/wealth management
Insurance/risk management

What We Offer

A specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
We sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

What to Expect After Training

At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.

Professional Development and Benefits

Professional development includes progressive leadership programs through classroom training and annual workshops to prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States that allow your career to move with you.

Desired Qualifications

Military experience or affiliation
Bachelor’s degree
Proven leadership skills

Learn More

First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

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U.S. Private Bank – Private Banker – Vice President or Executive Director

JPMorganChase Indianapolis, IN

23d ago

Full time MBA Asset Allocation Banker

MBA Asset Allocation Banker

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Job Description

Overview

JPMorgan Chase is seeking highly capable, collaborative professionals to deliver a premier client experience in the U.S. Private Bank. If you possess an entrepreneurial mindset and are motivated to continuously challenge yourself, this environment offers opportunities for growth through collaboration with colleagues across markets, businesses and functions. As a Private Banker in the U.S. Private Bank, you will guide families on building, preserving and managing wealth, applying your knowledge of investments, financial planning, credit and banking to advise current clients on all balance sheet aspects and to generate new client engagement. You will be part of a local team and supported by an institutional platform that provides resources, specialists and intellectual capital to help clients achieve their goals.

Location

Indianapolis, IN 46204

Job Responsibilities

Manage and maintain client relationships by earning trust, understanding client needs, delivering targeted guidance, developing thoughtful solutions and providing an exceptional client experience
Drive business results and grow assets from both existing clients and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co
Ensure proposed solutions meet clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

Six or more years of experience in private banking or financial services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for the position; unlicensed candidates will be considered, but must obtain the licenses within 90 days of the start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focus on the client experience and work diligently on the client's behalf

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills
Strong organizational skills and a disciplined, methodical approach to business
Experience and in-depth knowledge of equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate

About JPMorgan Chase & Co.

JPMorgan Chase & Co. is a long-standing financial institution offering innovative solutions to a wide range of clients, spanning individuals, small businesses, and corporate, institutional and government entities under the JPMorgan Chase and Chase brands. With a history spanning more than two centuries, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We provide a competitive total rewards package that includes base salary aligned with the role, experience, skills and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. We offer a comprehensive benefits program including health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Details about total compensation and benefits are shared during the hiring process. We value diversity and inclusion as a core strength and are an equal opportunity employer. Reasonable accommodations are provided for religious practices and beliefs as well as mental or physical disability needs. For more information on accommodations, please review our FAQs.

Compensation and Benefits

Base salary is determined based on the role, experience, skills, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions. In addition, a range of benefits and programs are available to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Further details about total compensation and benefits are provided during the hiring process.

Equal Opportunity and Diversity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate based on protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by applicable law. We provide reasonable accommodations for applicants and employees with religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise across asset classes through a global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth to better define, focus and realize their goals.