Trusted Advisor

Trusted Advisor Finance Jobs

50 jobs found

Sr. Controller Americas

REGO-FIX AG Whitestown, IN

7d ago

Full time Senior Accounting Accounts Payable

Senior Accounting Accounts Payable

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Job Description

REGO-FIX AG offers a senior finance leadership role based onsite in Whitestown, IN. As Sr. Controller Americas, you will drive financial strategy, planning, and strategic reporting for RFUS and LATAM, collaborating closely with RFUS and LATAM leadership while reporting to the RFCH CFO. This position provides an opportunity to shape capital allocation, risk management, and internal controls across two regions.

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
On-site gym
Paid sick time
Paid time off
Parental leave
Travel reimbursement
Work from home

Responsibilities

Help management develop and execute the organization’s financial strategy aligned with long term goals
Provide financial insights to support strategic decision making
Lead budgeting, forecasting, and financial planning processes
Oversee preparation of accurate and timely financial statements for RFUS and LATAM, including income statements, balance sheets, and cash flow statements
Ensure compliance with regulatory requirements and accounting standards (GAAP, IFRS)
Maintain SOPs documenting policies and procedures and uphold strong internal controls
Manage cash flow, liquidity, and financial risk
Lead and mentor the finance team
Collaborate with outside PEO and internal staff to lead the HR function within RFUS
Partner with executive leadership on strategic initiatives and capital allocation
Serve as a trusted advisor to the RFUS President, LATAM General Manager, board, and other stakeholders
Direct 2 to 3 reports within the Finance / HR Team
Oversee accountancy firms conducting financial reporting in Brazil and Mexico
Assess and manage financial risks including investments, debt, and operational risks
Maintain strong internal controls and audit readiness; oversee CPA review and audit preparation
Develop policies to mitigate financial and operational risks
Manage relationships with banks, investors, and other financial institutions
Collaborate with the RFCH CFO to optimize capital structure and secure cost effective access to capital
Provide in depth financial analysis and reporting to support organizational goals
Monitor KPIs and recommend performance improvement strategies
Present financial updates to the board of directors and stakeholders
Work with LATAM personnel to develop and achieve financial goals

Requirements

Education: Bachelor’s degree in finance, accounting, economics, or a related field; MBA or CPA preferred
Experience: 7+ years in senior financial leadership roles, preferably in the relevant industry; experience with operations in other countries is a plus
Strong knowledge of financial principles, accounting standards, and regulatory requirements
Expertise in financial modeling, forecasting, and analysis
Leadership, strategic thinking, and excellent communication skills
Experience with ERP systems and advanced financial tools
Bi lingual fluency in Spanish and/or Portuguese is advantageous but not mandatory

Reporting of the Position

The role reports functionally to the Chief Financial Officer – REGO-FIX AG (RFCH). The RFCH CFO meets weekly with the position. The incumbent works closely with the President of RFUS and the General Manager of LATAM, who meet monthly. Day to day, the position reports to the General Manager of RFUS.

Key Competencies

Strategic vision to align financial goals with organizational objectives
Strong analytical ability to interpret complex data and derive actionable insights
Proven leadership of high performing teams
Integrity and commitment to ethical financial practices and compliance
Effective communication across management levels and diverse cultural backgrounds

To apply, submit your materials to RFUSAdmin@rego-fix.com. Your application will be treated with the utmost confidentiality. This is an in person, full-time or contract position.

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Salaried Financial Advisor

Investment Management Associates Eau Claire, WI

8d ago

$60k - $100k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Responsibilities

Serve and maintain a portion of the owner’s existing book of business, including client meetings, follow-ups, and ongoing financial planning support
Identify opportunities to expand relationships by understanding clients’ goals, values, and life changes
Build trusted, long-term relationships with clients by understanding their financial goals and delivering personalized advice
Prepare, process, and submit all client paperwork accurately and in a timely manner for clients personally advised
Collaborate closely with team members to deliver seamless client experience

Requirements

Series 7 license required, Series 66 license preferred but can be obtained within 6 months of hire date
Prior experience as a Financial Advisor or in a similar client-facing financial services role
Deeply client focused – you care about doing what’s right not just what sells
Organized, detail-oriented, and committed to follow through
Willingness to handle own client paperwork and administrative tasks
Strong communicator who can explain investing and wealth management in a clear approachable way
A team player who values collaboration and contributes positively to workplace culture

Benefits

Competitive base salary with commissions opportunities
Access to an existing book of business to help build recurring revenue
Supportive, relationship-focused work environment
Opportunity to grow within a stable, well-established firm
Potential future opportunity to have ownership in a portion of an existing book of business, subject to performance and mutual agreement

Compensation

Base Salary: USD 60,000 - 100,000 per year
Commission/Bonus Opportunity

Job Types

Full-time
Permanent

Pay

USD 60,000.00 - 100,000.00 per year

Compensation Package

Bonus opportunities

License/Certification

Series 7 (Required)

Ability to Commute

Eau Claire, WI 54701 (Required)

Work Location

In person

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Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors Greer, SC

8d ago

Full time Advisor Certified CFP

Advisor Certified CFP

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Job Description

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

Responsibilities

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

Requirements

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

Benefits

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

Schedule

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

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Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

9d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

Advisor Bachelor's Degree Business Development

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Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

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Financial Representative

Northwestern Mutual Harrisonburg, VA

11d ago

$75k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Northwestern Mutual offers a structured, commission-based financial planning role in Harrisonburg, VA, featuring thorough training and ongoing mentorship from industry experts. You will design and implement financial plans to help clients reach their goals, with on-site collaboration and a clear path to higher earnings through performance.

Compensation and location

Location: Harrisonburg, VA (onsite). Salary: USD 75,000 - 150,000 per year.

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education

Responsibilities

Develop and implement financial plans to show clients where they are today
Plan for where clients want to go tomorrow and provide the financial tools and support to help them get there
Receive in-depth training and partner with industry experts until you’re ready to do it on your own

Requirements

Associate degree (Required)

This career offers you

The ability to positively impact someone else’s life
Personalized mentoring and award-winning training
Backing by Northwestern Mutual, an industry leader with a proven track record of success

What you bring to the role

You connect with people and build personal, trusted relationships
Financial planning is of interest to you
You are driven and committed to success
You are prepared to earn more through your efforts
You enjoy helping clients make more informed, confident decisions
You are ready to pursue a fulfilling personal and professional life

Income growth opportunity

Year 1: $52,000 - $106,000
Year 3: $103,000 - $202,000
Year 5: $139,000 - $289,000
Year 10: $234,000 - $490,000
Year 15: $341,000 - $790,000

About Northwestern Mutual

Northwestern Mutual believes everyone deserves to spend their lives living, with a strong financial plan as a foundation for that reality
Financial security is an enabler for clients to enjoy life beyond retirement
Teams of financial advisors nationwide share these beliefs and work to help clients reach their financial goals
With more than half of Americans seeking improved financial planning, the firm offers ample opportunities to serve this growing need
FORTUNE recognizes Northwestern Mutual as one of the World’s Most Admired companies, reflecting nearly 160 years of leadership in financial services

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Financial Sales Professional

Northwestern Mutual Athens, GA

11d ago

$100k+/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Onsite role in Athens, GA with Northwestern Mutual, focused on developing and executing financial plans for clients, with in-depth training and compensation primarily through commission plus a comprehensive benefits package.

Responsibilities

Develop and implement personalized financial plans to map clients' current position, future goals, and the tools and support needed to reach them.
Receive comprehensive training and collaborate with industry experts until ready to operate independently.

Requirements

Bachelor of Arts or Science degree from a four-year college or university (preferred).
Strong interpersonal skills (preferred).
Grit (preferred).
Motivation (preferred).
Self-starter mindset (preferred).

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Vision insurance

This Career Offers You

Opportunity to positively influence clients' financial well-being through tailored planning.
Personalized mentoring and award-winning training programs.
Support from Northwestern Mutual, a respected industry leader with a proven track record.

Can You See Yourself Helping Others Reach Their Financial Goals

You excel at connecting with people and building trusted, personal relationships.
Financial planning appeals to you and you enjoy guiding others through decisions.
You are driven and committed to achieving success.
You are prepared to earn more through hard work.
You help clients make informed, confident financial decisions.
You aim to balance personal and professional life to meet your goals.

A Career With Endless Opportunities

The role is primarily commission-based, with stipends and bonuses, allowing you to influence earnings as you progress.
Average first-year earnings are around $60,000, with potential for higher results.
The early years involve learning the business, but you define what success looks like.

Income Growth Opportunity

Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000

About Northwestern Mutual

Northwestern Mutual emphasizes helping individuals spend their lives living, with a strong financial plan as a cornerstone for turning that vision into reality. Our nationwide teams of financial advisors are dedicated to helping clients reach their financial goals. With more than half of Americans seeking better financial planning, this career presents meaningful opportunities to serve a growing need. Northwestern Mutual has been recognized by Fortune as one of the World's Most Admired companies and has maintained a long track record of success in the financial services sector for nearly 160 years.

Job Type

Full-time

Pay

From $100,000 per year

Work Location

In person

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Manager of Financial Advisors

Secure Financial Group Grand Rapids, MI

14d ago

$82k - $120k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Secure Financial Group is seeking an experienced leader to guide a team of financial professionals in Grand Rapids, Michigan. The role of Financial Sales Manager involves recruiting, developing, and supervising advisors, directly driving revenue growth, and promoting client-focused solutions that align with our retirement planning focus. This onsite, full-time opportunity offers a competitive compensation package and a chance to shape a high-performance sales culture within a trusted firm.

Role Overview

The Financial Sales Manager will recruit, train, and oversee a team of financial professionals, playing a pivotal leadership role in revenue growth, client-centered solutions, and building a strong, collaborative team culture.

Key Responsibilities

Recruit, train, and mentor a team of financial advisors and insurance professionals
Develop and implement strategic sales plans to achieve production goals
Provide hands-on coaching in client relationship management and solution-based selling
Monitor team performance, track key metrics, and ensure accountability
Promote Secure Financial Group’s values, services, and mission within the community
Stay current with product knowledge, regulatory requirements, and industry trends

Qualifications

5+ years of experience in financial services sales, with at least 2 years in a leadership or management role
Strong understanding of insurance, retirement planning, and investment solutions
Active Life & Health Insurance License; Series 65; 66 preferred (or willingness to obtain)
Proven ability to recruit, train, and motivate a sales team
Excellent communication, organizational, and interpersonal skills
Entrepreneurial mindset with a passion for client success and team development

Benefits

Competitive base salary plus performance-based bonuses
Bonus opportunities

Compensation

Salary: $82,480 - $120,000 per year
Bonus opportunities

About Secure Financial Group

Secure Financial Group, headquartered in Troy, Michigan, is a leading retirement planning and financial services firm dedicated to helping individuals and families build and protect their financial futures. We offer personalized strategies in wealth preservation, income planning, insurance, and investment services. With a strong reputation built on trust, integrity, and results, we’re expanding our leadership team to continue delivering exceptional value to our clients.