Tuition Reimbursement

Tuition Reimbursement Finance Jobs

127 jobs found

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab Phoenix, AZ Hybrid

18d ago

$26 - $38/hr Full time Advisor Advisory Associate

Advisor Advisory Associate

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Job Description

The Sr. Specialist, Service Associate role within Charles Schwab's Centralized Service & Operations group is a hybrid position based in Phoenix, AZ. You will support Schwab Wealth Advisory clients via an inbound client-facing phone channel, provide technical assistance, place solicited trades, and develop wealth-management knowledge to serve as a client-facing subject matter expert. The hourly pay range is USD 2,688 to 3,851, and the role requires an undergraduate degree along with active FINRA licenses and direct client-facing financial services experience.

What we offer

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Role overview

In this role you deliver service on a client-facing inbound phone team, build a foundation in wealth management through mentorship and ongoing training, and serve as a client-facing subject matter expert. You will provide technical assistance and place solicited trades, while strengthening client relationships by addressing questions on portfolio management, financial planning, and market topics. You will also contribute to the Schwab Wealth Advisory Investment strategy.

Responsibilities

Deliver extraordinary and consistent service on a client-facing, inbound phone team
Develop a strong foundation in wealth management through mentorship, coaching, and ongoing training to act as a client-facing subject matter expert
Provide technical assistance and place solicited trades
Strengthen client relationships by providing resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy
Contribute to the Schwab Wealth Advisory Investment strategy

Required qualifications

Undergraduate degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may be obtained with a 120-day COE)
Minimum 2 years of experience in the financial services industry working directly with clients

Preferred qualifications

Experience servicing high-net-worth clients
General understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Excellent written and oral communication skills, attention to detail
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain strong cross-departmental working relationships

What’s in it for you

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Internal Audit and Quality Control Analyst

Southern Auto Finance Company, LLC Pompano Beach, FL

19d ago

$60k - $80k/yr Full time Python Analyst Audit

Python Analyst Audit

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Job Description

Internal Audit and Quality Control Analyst role at SAFCO, on-site in Pompano Beach, FL, focusing on building, testing, and enhancing the corporate audit framework and QA program, analyzing data, and driving process improvements; salary range USD 60,000–80,000 per year.

Responsibilities

Assist in shaping SAFCO's corporate audit framework and quality assurance program.
Contribute to designing and executing audit procedures across business functions.
Test loan files for compliance with origination and funding policies.
Review servicing calls to ensure adherence to applicable laws, procedures, and internal standards.
Identify risks, control gaps, and process weaknesses, and help drive remediation.
Collaborate with business units to improve processes and strengthen controls.
Aid the development of QA scorecards with consistent standards across departments.
Analyze data from loan origination, servicing platforms, call monitoring, audit logs, and operational reports.
Identify trends, anomalies, and potential compliance risks.
Develop reports to support audit and compliance activities.
Support the development of dashboards for leadership visibility.
Leverage advanced Microsoft Excel and SQL/Python (intermediate to advanced) to enhance analysis and automation.

Requirements

1-5 years of experience in audit, compliance, operations, or financial services
Strong analytical mindset and attention to detail
Advanced Microsoft Excel skills
SQL, Python, or data/automation skills are a strong plus
Ability to interpret policies and apply them in real world testing environments
Experience with audits, QA, or process reviews preferred
Financial services or lending experience is a plus

Technologies

Microsoft Excel
SQL
Python

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Important Work Requirements

This is a 100% in-office role (five days per week) in Pompano Beach, Florida
Remote or hybrid work is not available
Candidates must live within a reasonable commuting distance
Sponsorship for the role is not available

Certifications (Preferred)

CIA, CRMA, CPA, IAP or similar
Progress toward certification is strongly preferred and supported

Why Join SAFCO

Build real experience in internal audit and quality control
Play a direct role in designing and building the company's audit and QA infrastructure
High-impact role with visibility across the organization
Collaborative, fast-paced environment
Support for professional certifications and career development in audit and risk

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Associate Banker-Food & Agribusiness- Associate

JPMorganChase Irvine, CA

19d ago

$115k - $145k/yr Full time Agribusiness Associate Banker

Agribusiness Associate Banker

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Job Description

Analytical Associate Banker in JPMorganChase's Food & Agribusiness Banking team, onsite in Irvine, CA, focused on growing profitable client relationships and delivering a full suite of banking solutions.

Responsibilities

Assist senior bankers in cultivating and expanding client relationships within the Food & Agribusiness sector, covering wholesale distributors, brands, suppliers, and co-manufacturers
Perform financial analysis, spread financials, and draft credit memos to support underwriting and deal execution
Help prepare client presentations, pitch decks, and proposals that showcase the firm's capabilities and solutions
Attend client meetings, calls, and site visits; build rapport and contribute to a client‑focused approach
Stay current on Food & Agribusiness industry trends to identify opportunities for innovation, partnerships, and client solutions
Collaborate with internal partners across lines of business including Investment Banking, Syndicated Finance, Asset Based Lending, Direct Lending, Treasury Services, and Risk Management
Support the execution of credit transactions, including loan structuring, documentation review, and ensuring compliance with internal credit policies and procedures
Manage pipeline tracking, client data, and reporting to ensure accuracy and timeliness
Embrace automation and new technologies to improve efficiency in client coverage and internal workflows

Requirements

Strong financial analysis skills, including spreading financials, building credit models, and assessing cash flow and leverage metrics
Understanding of commercial banking products and services, including credit, treasury, and payment solutions
Ability to collaborate effectively with internal partners, resources, and cross‑functional teams
Excellent organizational skills and the ability to manage multiple priorities, work under pressure, and meet tight deadlines
Strong interpersonal and communication skills, with the ability to establish credibility and build relationships with senior business partners and clients
Proficiency in Excel, PowerPoint, and financial modeling tools

Technologies

Excel
PowerPoint

Benefits

Comprehensive health care coverage
On‑site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Commission-based pay and/or discretionary incentive compensation

About JPMorganChase

JPMorganChase, a long standing financial institution, delivers innovative financial solutions to millions of consumers, small businesses and many of the world’s prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. With a history spanning over 200 years, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

Global Banking is one of the largest wholesale banking client franchises worldwide, serving corporations, governments, states, municipalities, healthcare organizations, educational institutions, banks, and investors. Global Investment Banking provides strategic advice, capital raising, and risk management expertise to a broad range of clients.

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Financial Analyst

PrimeSouth Bank Waycross, GA

19d ago

Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Responsibilities

Support the Controller in daily accounting tasks and routine financial operations
Aid in month-end and quarter-end close activities
Compile, review, and reconcile financial reports and schedules
Contribute to regulatory and internal financial reporting as needed
Analyze financial data to identify trends, variances, and actionable insights
Collaborate with the Data Analytics team to learn and build reporting tools and dashboards
Handle ad hoc financial analyses and special projects as assigned

Requirements

A bachelor's degree
Foundational knowledge of accounting principles, GAAP preferred
Strong attention to detail
Willingness to learn data analytics and report writing
Strong work ethic and ability to manage multiple priorities
Self-starter who works well independently
Minimum 3 years of experience
Education: High School Diploma or GED

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Referral program
Tuition reimbursement
Vision insurance

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Financial Wealth Advisor

The MOHR Enterprises LLC Lafayette, CA

20d ago

$150k - $165k/yr Full time Senior Advisor Client Relations

Senior Advisor Client Relations

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Job Description

The MOHR Enterprises LLC is seeking a Financial Wealth Advisor on-site in Lafayette, CA to manage and grow high-net-worth client relationships within a fiduciary, client-first wealth-management framework.

Responsibilities

Act as the primary advisor for an established high-net-worth client base, delivering ongoing relationship management and fiduciary guidance.
Direct financial planning discussions and oversee investment strategy reviews.
Develop and present comprehensive financial plans tailored to each client.
Identify opportunities to consolidate assets and expand assets under management.
Maintain meticulous documentation and uphold all compliance standards.
Support business development initiatives and contribute to new client acquisition.

Requirements

Minimum 10 years of direct, client-facing advisory experience.
Series 65 required; CFP designation preferred.
Strong expertise in investments and high-net-worth financial planning.
Proven ability to build trust and convert prospective clients into engaged clients.
High integrity, professionalism, and accountability.

Benefits

Base salary range of $150,000 to $165,000, commensurate with experience.
401(k) plan with employer match.
Medical, vision, and life insurance coverage.
Health Savings Account options.
PTO and tuition reimbursement.

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Radnor, PA Hybrid

20d ago

$110k - $154k/yr Full time Advisor Advisory Client Relations

Advisor Advisory Client Relations

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Job Description

The Wealth Advisor role within Schwab Wealth Advisory at Charles Schwab, based in Radnor, PA with a hybrid work arrangement, focuses on fiduciary investment guidance and ongoing client service across a broad range of products. The position emphasizes client relationship management, collaboration within a team, and on-site coordination to support a superior client experience. Salary range: USD 110,000 to 154,000 per year; a bachelor’s degree is required.

Responsibilities

Deliver a personalized relationship, specialized service, and ongoing guidance grounded in Schwab’s fiduciary approach, working within a dedicated Schwab Wealth Advisory team to ensure an exceptional client experience.
Leverage a broad spectrum of investment vehicles including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading to support clients with complex portfolios and goal attainment.
Grow within an experienced, collaborative team and deepen relationships with a range of partners, including leading industry advisors.

Requirements

Bachelor’s degree
Active FINRA Series 7 license; for certified and current CFP or CFA designation holders, the license may be obtained with a 120-day condition of employment, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

What You Have

Bachelor’s degree
Active FINRA Series 7 license; may be obtained with a 120-day condition of employment for certified and current CFP or CFA designation holders, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
CFP or CFA designation
Superior relationship management and client retention experience
Polished interpersonal, communication, and presentation skills with strong attention to detail

What’s In It For You

At Schwab, you are empowered to shape your future through meaningful work, ongoing learning, and a culture based on trust and collaboration. The Hybrid Work and Flexibility approach balances a commitment to client service with the value of in-person collaboration.

Our benefits package is designed to support both today and tomorrow, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Radnor, PA Hybrid

20d ago

$148k - $204k/yr Full time Manager Senior Advisor

Manager Senior Advisor

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Job Description

Charles Schwab's Wealth Advisory practice is hiring a Sr Manager, Wealth Advisor to anchor a hybrid role in Radnor, Pennsylvania. In this position, you will provide fiduciary, non-discretionary investment guidance and ongoing client service while mentoring junior team members and collaborating with Schwab's advisory partners. The role offers a competitive salary range and requires a bachelor’s degree with at least five years of advisory experience, with on-site work expected.

Responsibilities

Provide clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.
Deliver an exceptional client experience as a fiduciary within a dedicated Schwab Wealth Advisory team.
Use a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to help clients manage their more complex portfolios and achieve their goals.
Deepen relationships with various partners, including industry leading advisors.
Mentor junior SWA team members.

Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license (required; may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients

Benefits

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

What you have

CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license (may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years working directly with clients in the financial services industry highly preferred