Software

Software Finance Jobs

168 jobs found

Associate Financial Advisor

CROWN FINANCIAL GROUP Oxford, MS

15d ago

$92k - $110k/yr Full time Advisor Associate Business Development

Advisor Associate Business Development

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Job Description

Crown Financial Group seeks an on-site Associate Financial Advisor in Oxford, MS, offering USD 92,000 - 110,000 per year.

Responsibilities

Collect and analyze comprehensive client financial data to assess current circumstances, goals, risk tolerance, and develop tailored, actionable financial plans
Assess client objectives and propose a range of suitable financial products and services designed to help meet short and long term goals
Proactively network within the community and industry to build trusted relationships and grow a durable, high‑potential client base
Identify speaking engagements and educational opportunities to inform clients about financial planning while promoting services and building conversion opportunities
Monitor market developments and industry trends to keep recommendations current and aligned with changing conditions
Demonstrate a commitment to ongoing professional growth by engaging in continuing education, attending seminars, and pursuing relevant training

Requirements

Bachelor’s degree in finance or a related field from an accredited program
Prior experience in a financial advisory role or an equivalent position within the financial services sector
Valid qualification certificates such as FCA, CII, DipFA, CISI, or other recognized credentials
Strong ability to interpret market data and translate insights into practical guidance for clients
Proven track record delivering data-driven financial recommendations that clients can trust
Skilled at simplifying complex financial concepts so clients with diverse backgrounds can understand
Proficiency with a broad set of software tools including Microsoft Office, Excel, financial planning platforms, and CRM systems
Strong negotiation, written and verbal communication, and presentation abilities essential for client interactions and stakeholder engagement

Technologies

Microsoft Office
Excel
Financial planning software
Customer relationship management software

Benefits

Performance-based bonus opportunities tied to annual results
Clear pathways for career progression and promotion within the firm
Ongoing training and development programs to enhance skills and knowledge
Wellness resources and employee assistance initiatives
Career advancement opportunities across the organization
Flexible scheduling options to support work‑life balance
Competitive total compensation package aligned with market standards

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Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Boise, ID

15d ago

$105k - $138k/yr Full time Manager Senior Advisor

Manager Senior Advisor

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Job Description

The Financial Planning Manager leads the regional financial planning team at EP Wealth Advisors, LLC in Boise, Idaho, delivering integrated wealth plans for high-net-worth clients and partnering with advisors to uphold a client-focused culture. This role emphasizes hands-on leadership, advanced planning expertise, and cross-functional collaboration to drive exceptional client outcomes.

Role details

Location: Boise, ID (hybrid)
Salary: USD 105,000 - 137,500 per year
Experience: Minimum 7 years of client-facing experience in financial services
Education: Undergraduate degree required

Responsibilities

Manage team workflows in partnership with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery and adequate coverage, including scheduling and time-off approvals.
Develop and sustain onboarding programs for regional hires and provide ongoing training; monitor progress through regular check-ins.
Conduct performance reviews with mentorship, deliver constructive feedback, and support professional development paths for team members.
Continuously enhance training materials and processes to equip staff with the tools and knowledge for excellent client service.
Lead the creation of integrated financial plans for high-net-worth clients with assets of $5 million and above, incorporating advanced tax and estate planning as needed; support advisors in presenting complex topics.
Ensure a consistent, high-quality client experience across all locations and touchpoints.
Maintain awareness of industry trends and tax law changes to keep planning guidance current and competitive.
Collaborate with advisory teams to align wealth strategies with clients' long-term objectives and participate in prospect meetings to demonstrate the firm’s capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Stay informed on regulatory changes and retirement planning strategies to ensure team guidance reflects current standards and implications.
Partner with senior leadership to implement new processes across the team, ensuring alignment with firm policies and practices.
Lead semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates, with actionable development goals.
Coordinate salary and bonus discussions with Regional and Managing Directors based on feedback, involvement, and quality of advice.
Support career pathing and mentorship, providing ongoing coaching to identify growth opportunities and areas for improvement.
Monitor performance standards to ensure adherence to timelines and quality expectations, implementing Performance Improvement Plans when needed.
Participate in recruiting for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern roles to build the regional team.
Oversee and enhance the use of Tableau and other tools to optimize team capacity and resource utilization.
Remain cognizant of legislative developments such as SECURE Act 2.0 and educate the firm on potential impacts on client plans.
Evaluate and implement updates to financial planning software and tools to maintain efficiency and effectiveness.
Drive the development of new service offerings tailored to the regional client base to expand wealth management capabilities.
Lead client seminars and local events to build relationships and support education, while assisting in the implementation of financial strategies for clients.
Coordinate with local Centers of Influence to execute client action plans and foster strong satisfaction and outcomes.

Requirements

Certification: Certified Financial Planner designation required; additional specialty or advanced certification preferred.
Experience: At least 7 years of client-facing experience in financial services with advanced knowledge of tax and estate planning.
Leadership: Demonstrated success in managing and developing a team, including coaching, mentorship, and resolving personnel issues.
Technical proficiency: Skilled with financial planning software including Zoom, PractiFi, MyComplianceOffice, Microsoft Teams/Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Holistiplan, Planner CS, Monday.com.
Client focus: Strong ability to build and maintain client relationships, ensuring high satisfaction and retention.
Communication: Excellent written and verbal communication skills; able to present complex concepts clearly to clients and internal teams.
Detail orientation: High attention to detail with a track record of accurate and reliable financial guidance.
Independence: Comfortable working autonomously and making discretionary decisions when appropriate.
Problem solving: Proven ability to identify challenges and develop quick, effective solutions to sustain workflow and client service.
Education: Undergraduate degree required.

Technologies

Zoom
PractiFi
MyComplianceOffice
Microsoft Teams / Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
MBS Highway
Zilculator
Holistiplan
Planner CS
Monday.com
Tableau

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Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Las Vegas, NV

15d ago

$105k - $138k/yr Full time Manager Senior Client Relations

Manager Senior Client Relations

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Job Description

Position: Financial Planning Manager, onsite in Las Vegas, NV, with a salary between USD 105,000 and 137,500 annually.

Responsibilities

Coordinate team workflows with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery, oversee planning coverage, manage schedules, approve time off, and finalize client plans on time.
Design and manage a regional onboarding program plus ongoing training for current staff, with regular progress checks for new hires.
Lead performance reviews and mentorship, providing constructive feedback and supporting professional development and career paths.
Continuously improve training materials and processes to equip the team for exceptional client service.
Oversee the creation of integrated wealth plans for high-net-worth clients (assets $5MM+), including advanced tax and estate planning, and support advisors in presenting complex topics while clearly communicating the firm value proposition.
Ensure a consistent, high-quality financial planning experience across locations and client interactions.
Remain current on industry trends and tax law changes to keep advisory guidance at the cutting edge.
Collaborate with advisory teams to align planning strategies with clients long-term objectives and enhance both advisor and client experiences; support prospect meetings to demonstrate the firm's planning capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Maintain awareness of industry developments and legislation, especially tax and retirement planning, and educate the team on implications for client plans.
Partner with senior leadership to implement new processes across the team, ensuring smooth transitions and policy alignment.
Conduct semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates; provide feedback and set development goals.
Collaborate with the Regional Director and Managing Director on salary increases and performance bonuses based on feedback, involvement, and quality of advice.
Identify growth opportunities for team members and provide ongoing career coaching to support professional development.
Monitor performance against department standards and timelines; address issues with leadership and implement Performance Improvement Plans as needed.
Participate in interviews for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern positions.
Oversee and enhance the use of Tableau and other tools to manage team capacity and resource utilization.
Stay informed about legislative changes such as the SECURE Act 2.0 and educate the firm on potential impacts.
Evaluate and implement updates to financial planning tools and software to maintain efficiency and effectiveness.
Lead the development of new service offerings tailored to the regional client base to expand the firm’s wealth management capabilities.
Lead client seminars and local events to build relationships and provide educational support; assist meetings to implement financial strategies for clients.
Collaborate with local Centers of Influence to implement client action plans, ensuring smooth execution and strong client satisfaction.

Requirements

Certified Financial Planner designation is required; an additional area of specialty or advanced certification is preferred.
Minimum of 7+ years of client-facing experience in financial services, with deep knowledge in tax and estate planning.
Proven leadership capabilities with experience managing and developing a team, emphasizing coaching, mentorship, and resolving personnel issues.
Technical proficiency in financial planning software, including:
- Zoom
- PractiFi
- MyComplianceOffice
- Microsoft Teams / Office Suite
- Tamarac
- eMoney
- Money Guide Pro
- Social Security Analyzer
- Advisys
- MBS Highway
- Zilculator
- Holistiplan
- Planner CS
- Monday.com
Client-focused with a demonstrated ability to build and maintain strong client relationships and drive satisfaction and retention.
Excellent written and verbal communication skills, with the ability to present complex financial concepts to clients and internal teams.
Detail-oriented with a commitment to delivering accurate, reliable financial guidance.
Independent and discreet: capable of working autonomously with minimal supervision and handling sensitive information appropriately.
Strong problem-solving abilities with a track record of identifying challenges and delivering effective solutions to maintain workflow and client satisfaction.
Educational requirement: Undergraduate degree.

Technologies

Zoom
PractiFi
MyComplianceOffice
Microsoft Teams / Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
MBS Highway
Zilculator
Holistiplan
Planner CS
Monday.com
Tableau

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Financial Analyst

U.S. Eagle Federal Credit Union Albuquerque, NM

15d ago

$64k+/yr Full time Accounting Analyst Credit Analysis

Accounting Analyst Credit Analysis

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Job Description

U.S. Eagle Federal Credit Union seeks a Financial Analyst to review and interpret complex financial data, support asset and liability management, budgeting, profitability analysis, and the preparation of management reports for leadership. This onsite role is based in Albuquerque, New Mexico, with an annual salary of USD 64,133.

Location

Albuquerque, New Mexico (onsite).

Compensation

Annual salary: USD 64,133.

Responsibilities

Compiles and uploads data to vendor platforms.
Performs detailed reconciliations across multiple systems.
Supports administration of the credit union's Asset/Liability Management program and the Allowance for Credit Losses model.
Verifies the accuracy of model assumptions, inputs, and outputs.
Identifies opportunities to improve internal efficiency and maintains current procedures.
Produces management reports and distributes reports to departments, committees, and the Board of Directors.
Conducts analyses and reporting using diverse systems and datasets.
Collaborates with internal and external stakeholders to gather, analyze, summarize, and present recommendations on financial plans, operating forecasts, profitability, and related financial matters.
Performs peer and market benchmarking to identify opportunities and make recommendations.
Participates in the annual budgeting process and supports ongoing tracking of performance against budget.
Assists in deploying liquidity into the credit union's investment portfolio and monitors portfolio risk on an ongoing basis.
Performs additional duties as assigned.

Requirements

At least one year of experience in a role involving financial analysis or cost accounting techniques.
Bachelor's degree in finance, business, economics, or accounting is required.
Significant personal interaction inside and outside the organization to resolve conflicts, build relationships, and solicit cooperation; confidentiality and discretion are essential.
Solid knowledge of financial and economic concepts and their application in a business environment.
Strong business writing and oral presentation skills, with the ability to translate complex financial information into concise executive narratives.
Ability to prioritize tasks and plan work activities using effective time management techniques.
Strong analytical, decision-making, and problem-solving abilities.
Willingness and ability to learn and apply new skills and software applications.
Adaptability to change is required.
Proficiency with computers and software, with advanced Microsoft Excel skills required.
Strong spreadsheet management capabilities.
This position requires in-person work in Albuquerque, New Mexico.

Technologies

Microsoft Excel

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Financial Planner - Lead

Seternity Solutions Buffalo Grove, IL

15d ago

$120k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

This onsite role in Buffalo Grove, Illinois leads client relationships and delivers comprehensive financial planning and retirement strategies for a high-touch clientele. The position requires a Series 65 or 66 license and at least three years of direct, client-facing experience.

Responsibilities

Serve as the primary contact for all assigned clients within the Holistic Wealth Management division.
Address client needs, requests, questions, and ongoing updates.
Develop and present comprehensive financial plan recommendations.
Design robust retirement income strategies and oversee retirement plan tracking.
Prepare investment portfolio summaries and conduct asset allocation analyses.
Meet regularly with clients to establish trusting, supportive relationships.
Create and analyze a variety of financial planning reports.
Use tax planning software to evaluate tax circumstances and craft tax strategies.
Generate and compare illustrations for annuities, life insurance, and long-term care to identify optimal options for clients.
Oversee ad hoc analyses and special requests as needed.
Collaborate with team members and advisors on client cases.
Conduct periodic client reviews aligned with the designated Service Model.
Proactively check in with clients throughout the year to ensure needs are met.

Requirements

Minimum of three years of experience as a Financial Planner working directly with clients.
Series 65 or Series 66 license is required.
CFP designation must be obtained within two years of hire.
Life Insurance license must be secured within six months of hire date.

Licenses and Certifications

Life Insurance License
CFP designation (preferred per listing)
Series 65 or Series 66 (required)

Technologies

Microsoft Excel
Tax planning software

Benefits

Competitive base salary with performance-based bonuses
Paid time off
Health, dental, and vision insurance
401(k) with company matching
Mentoring from firm owners and a senior advisor
Career growth and advancement opportunities
Business hours: Monday through Thursday 8:45 am to 5:00 pm; Friday 8:45 am to 2:30 pm; paid lunch hours
Supportive, family-oriented company culture
Unlimited snacks and drinks available in-office
Access to complimentary Starbucks coffee during work shifts
Life insurance coverage

Compensation

Annual base salary range: USD 120,000 to 150,000.

Job Type

Full-time

Experience

Financial planning experience: 3 years required.

Education

Bachelor's degree required.

Location

Buffalo Grove, Illinois (onsite).

Relocation

Relocation to Buffalo Grove, IL 60089 required prior to starting.

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ADTRC FINANCIAL COORDINATOR

Lower Savannah Council of Governments Aiken, SC

15d ago

Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Lower Savannah Council of Governments offers an on-site opportunity in Aiken, South Carolina for an ADTRC Financial Coordinator. This role centers on managing the ADTRC Division's financial records and reports and supporting grant-related financial monitoring. You will collaborate with division staff and engage with state, federal and local monitors and auditors to maintain accurate, compliant financial processes.

Responsibilities

Manage all aspects of financial records and reports for the ADTRC Division.
Assist ADTRC Division staff, state, federal and local monitors, and auditors with financial monitoring requirements related to grants administered by the ADTRC Division.

Requirements

Bachelor’s degree in accounting, public administration or business administration
Detail oriented
Excellent oral and written communication skills
Proficient in Microsoft Office software
Must pass a background check and be bondable

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General Ledger Accountant ( Clean Up Project)

TDL Staffing, Inc. Fairbanks, AK

15d ago

$35+/hr Full time 【up Accountant Accounting

【up Accountant Accounting

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Job Description

TDL Staffing is seeking a General Ledger Accountant for a multi-entity cleanup project in Fairbanks, AK (onsite).

Responsibilities

Oversee general ledger accounts across multiple entities
Create and post journal entries, accruals, and intercompany transactions
Reconcile bank statements and balance sheet line items
Aid in month-end and year-end close activities
Support financial reporting, audits, and management reporting needs
Collaborate with accounts payable, accounts receivable, payroll, and project teams
Administer fixed asset records and depreciation schedules
Drive process improvements and optimize ERP system performance

Requirements

Bachelor's degree in Accounting, Finance, or related field
At least 3 years of general ledger experience, multi-entity exposure preferred
Solid understanding of GAAP and internal controls
Proficient with accounting software, with Sage 100 Contractor and/or Deltek Costpoint preferred
Advanced Excel proficiency and meticulous attention to detail