Volunteer

Volunteer Finance Jobs

81 jobs found

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

7d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

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Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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Senior Financial Advisor, Advisory Services

T. Rowe Price Owings Mills, MD

8d ago

$99k - $146k/yr Full time Senior Advisor Advisory

Senior Advisor Advisory

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Job Description

This senior advisory position focuses on delivering high quality financial guidance, strengthening client relationships, and expanding advisory capabilities within T. Rowe Price's retail Advisory Services. The role is onsite in Owings Mills, MD with a hybrid work arrangement available.

Responsibilities

Implements and develops advisory solutions for assigned clients and coordinates internal resources necessary to carry out solutions.
Prepares financial plans for pre-retirees and retirees, advising in asset allocation, spending and savings plans, Social Security strategies, and related areas.
Stays current on market events and serves as a Subject Matter Expert on various planning topics to educate advisory clients and prospects.
Contributes suggestions for program upgrades and may participate in the development of future enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
Identifies areas for improvement, evaluates existing policy, and partners with peers and management to propose changes.
May assist with development and implementation within the department.
Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and deepens client relationships through consultative, personalized support and recommendations.
Works directly with less experienced peers to determine the best approach to rectify a client's dissatisfaction.
Works with clients to determine their appetite for risk and how that aligns with different advice solutions, ensuring that implemented solutions are compliant; may resolve standard risk or compliance issues with guidance from more senior staff.
May have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience, plus 5+ years of total relevant work experience
Previous success in building relationships, uncovering needs, and recommending solutions
Demonstrated organizational skills
Strong written and verbal communication skills
FINRA Series 7 and 66, or 63/65, licenses upon hire

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Role Summary

T. Rowe Price is a recognized leader in asset management and retirement solutions, with advisory experts supporting investors in achieving goals and peace of mind. The firm draws on a long history of investment excellence and over 85 years of experience, seeking talented advisors to build on this legacy and meet growing demand for financial guidance. The organization is committed to helping investors retire with confidence by delivering high-quality financial advice. As an advisor, you will have the opportunity to shape the future of financial advice and nurture lasting client relationships, leveraging proprietary research and a strong reputation that have driven growth in recent years. Expanding the Advisory business is a strategic priority for the retail division, underscoring a commitment to broader client value. The environment supports collaboration and ongoing professional development for those focused on advancing their careers in this field.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Base salary ranges by location are as follows: $98,500 to $146,000 for Maryland, Colorado, Washington and remote workers; $98,500 to $146,000 for Washington, DC; and $98,500 to $146,000 for New York and California. Placement within the range is based on relevant experience and skills. Base salary is only one component of total compensation; employees may be eligible for a discretionary bonus determined by company and individual performance.

Commitment to Diversity, Equity, and Inclusion

T. Rowe Price views associates as its greatest asset and operates within a culture built on inclusion. The company fosters a work environment where associates can bring their best selves to work every day. A diverse, global workforce enables the organization to embrace new ideas and perspectives that advance business priorities and deliver strong client outcomes. Equal opportunity and fair, consistent treatment are fundamental to the organization’s approach.

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Chicago, IL

11d ago

$110k - $154k/yr Full time 401k Advisor Advisory

401k Advisor Advisory

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Job Description

The Wealth Advisor role, based onsite in Chicago, IL, is part of Charles Schwab's Schwab Wealth Advisory (SWA). This fiduciary, non-discretionary position delivers investment guidance to clients using a broad product set and a collaborative team approach, with compensation in the range of USD 110,000 to 154,000 per year.

Responsibilities

Establish and maintain a personal client relationship, delivering specialized service and ongoing guidance aligned with Schwab's investing approach.
Operate as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
Utilize a wide array of investment vehicles, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading, to manage complex portfolios and help clients pursue their goals.
Grow within an experienced, collaborative team and deepen relationships with various partners, including industry leading advisors.

Requirements

Bachelor’s degree
Active FINRA Series 7 license
CFP or CFA designation; may be obtained with a 120-day condition of employment for certified and current CFP designation 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

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time 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

Position Type

Regular

Your Opportunity

Schwab supports you in making a meaningful impact on your career within an environment that blends innovative thinking with practical problem solving. The selected candidate is expected to work onsite in Chicago, IL. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee‑based, non‑discretionary investment advisory solution that emphasizes a personal relationship, specialized service, and ongoing guidance built on Schwab's investing approach. You will influence clients’ financial outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's advisory philosophy enables you to employ a broad range of investment options to help clients reach their goals.

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Real Estate Corporate Banking Associate

Regions Charlotte, NC

13d ago

$94k - $125k/yr Full time Associate Banking Business Development

Associate Banking Business Development

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Job Description

Regions is seeking a Real Estate Corporate Banking Associate in Charlotte to help design, originate, structure, and execute loan commitments, loan syndications, and capital markets products for existing and prospective REIT and Fund clients. The role combines analytical rigor with proactive relationship management, supporting cross-functional credit and underwriting teams to deliver fast, reliable banking solutions tailored to client goals.

Responsibilities

Understands client needs and identifies Regions’ products or actionable ideas to help clients achieve their goals
Develops and maintains detailed financial models to value REIT/Fund companies and project financial results
Collects, reviews, and documents receipt of financial statements, covenant compliance, and other deliverables while keeping credit files current
Supports senior bankers in relationship responsibilities, engaging with current and prospective clients and analyzing profitability to drive growth
Maintains proprietary databases by monitoring news, transactions, and financial information for clients and prospects
Assists in preparing pitches, proposals, client materials, and supporting analyses with limited supervision
Prepares financial analyses for renewal and credit servicing, elevating findings to the Credit Products Specialist for risk review
Coordinates between coverage teams and Credit Products partners to deliver the whole-bank approach with speed and certainty
Supports coverage and credit products in client prospecting, underwriting, closing, and portfolio management
Performs closing functions including review of loan documents, commitment letters, closing memos, and coordination with fulfillment
Monitors ongoing performance through benchmark testing, electronic file maintenance, and metric reviews
Validates risk ratings and identifies changes with oversight from the Credit Products Specialist and risk partners
Participates in recruiting, developing, training, and overseeing junior resources

Requirements

Bachelor’s degree in accounting, finance or related field
Minimum three (3) years of relevant work experience
Formal credit training

Technologies

Microsoft Excel
PowerPoint
Word

Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Preferences

Master’s in Business Administration (MBA)

Skills and Competencies

Advanced Microsoft Excel, PowerPoint, and Word skills
Energetic and creative self-starter with ability to manage significant and multiple responsibilities
Effective prioritization and completion of work from coverage and credit products lines
Strong personal accountability with a results orientation within a collaborative team
Excellent written and verbal communication skills
Attention to detail and ability to multi-task under pressure
Ability to thrive in a fast-paced, team-oriented environment

Compensation

Position type: Full time

Compensation range: Minimum $94,012.38 USD; Median $125,307.00 USD

Incentive Plan

This role is eligible to participate in a discretionary incentive plan. Employees may receive a discretionary award based on performance against defined metrics and goals.

Location

Charlotte, North Carolina (onsite) – specifically Charlotte Uptown.

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Finance Director

Cheyenne River Youth Project Eagle Butte, SD

13d ago

Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

Cheyenne River Youth Project (CRYP) invites a Finance Director to lead accounting, payroll, grants administration, compliance, HR, and a small finance team from our Eagle Butte, South Dakota campus. This leadership role partners with the Deputy Director and CEO to shape budgeting and long term sustainability. CRYP operates two full service youth centers, including the 25,000+ square foot Cokata Wiconi teen center, delivering recreation, arts, technology, workforce development, family services, and Lakota values rooted programming. Join a mission driven, community focused organization that prioritizes investing in staff and ongoing learning.

Benefits

Health Insurance: CRYP covers 75% of single-coverage premiums
Retirement: 401(k) with a 3% employer match
Dental: Optional coverage via payroll deduction
Supplemental Insurance: Access to AFLAC and Colonial Life
Paid Time Off: Accrues with tenure; includes personal and sick leave
Holidays: Indigenous holiday schedule with floating days
Professional Development: Funding available
Relocation & Housing: Assistance available depending on situation

Responsibilities

Oversee all accounting activities in QuickBooks, including accounts payable, deposits, invoicing, payroll, reconciliations, and purchase orders
Maintain balance of check registers and ensure timely, accurate processing of all financial transactions
Supervise social enterprise financial systems, including daily closeouts, catering bids, collections, and reconciliations
Prepare quarterly and annual reconciliations; monitor tax and financial reporting compliance; support cash flow forecasting
Lead annual budget development in collaboration with all departments
Facilitate weekly budget meetings with staff covering active grants, funder requirements, spending reviews, and amendment planning
Prepare and distribute monthly financial reports, funder reports, investment summaries, and cash flow statements for leadership and the Board of Directors
Analyze financial trends and organizational health; advise the Deputy Director and CEO on financial decisions and strategic planning
Maintain complete documentation and archival of all funding awards
Support grant proposals with budget development, financial documentation, and proposal review
Track donations and ensure timely donor acknowledgment
Manage direct mail database and bulk mailings in coordination with the Communications Director
Maintain personnel records, administer the timekeeping system, process payroll, and file payroll taxes
Track staff hours for grant reporting purposes
Administer employee benefits orientation including 401(k), health, dental, and supplemental insurance
Manage organizational insurance coverage: general liability, auto, property, workers' compensation, and employee coverage
Conduct State and Tribal background checks and drug testing for new hires; maintain and secure employee files
Coordinate annual audits, compilations, and desk audits with independent auditors and financial consultants
Develop and review financial policies, procedures, and system controls
Supervise and support the development of finance department staff
Manage CRYP's Family Services program in coordination with finance and programming staff
Maintain the facilities and building rental calendar
Track and record volunteer hours; engage donors as needed

Requirements

Bachelor's degree in accounting, nonprofit financial management, or a related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening

What we're looking for

Bachelor's degree in accounting, nonprofit financial management, or a related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening
5+ years of nonprofit finance and grants management experience
Knowledge of governmental accounting methods
Experience with personnel management
Familiarity with American Indian communities
First Aid / Safety certification or willingness to be trained

About CRYP

CRYP began in 1988 inside a former Eagle Butte bar as a safe after school space for children in need. Today the organization runs two full service youth centers, including the Cokata Wiconi teen center over 25,000 square feet, offering recreation, arts, technology, workforce development, family services, and cultural programming anchored in Lakota values. We are a community institution that is committed to investing in our staff. If you are willing to learn, CRYP is willing to teach.

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Finance Director Eagle Butte, SD

Cheyenne River Youth Project Pierre, SD

13d ago

Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

The Finance Director at Cheyenne River Youth Project in Pierre, South Dakota oversees all financial operations, including accounting, payroll, grants administration, compliance, HR, and a small finance team. The role partners with the Deputy Director and CEO on budgeting and long-term sustainability.

Responsibilities

Manage all accounting functions using QuickBooks: accounts payable, deposits, invoicing, payroll, reconciliations, and purchase orders
Balance check registers and ensure accurate, timely processing of all financial transactions
Oversee social enterprise financial systems including daily closeouts, catering bids, collections, and reconciliations
Prepare quarterly and annual account reconciliations; monitor tax and financial reporting compliance; support cash flow forecasting
Lead annual budget development in collaboration with all departments
Facilitate weekly budget meetings with staff covering active grants, funder requirements, spending reviews, and amendment planning
Prepare and distribute monthly financial reports, funder reports, investment summaries, and cash flow statements for leadership and the Board of Directors
Analyze financial trends and organizational health; advise the Deputy Director and CEO on financial decisions and strategic planning
Maintain complete documentation and archival of all funding awards
Support grant proposals with budget development, financial documentation, and proposal review
Track donations and ensure timely donor acknowledgment
Manage direct mail database and bulk mailings in coordination with the Communications Director
Maintain personnel records, administer the timekeeping system, process payroll, and file payroll taxes
Track staff hours for grant reporting purposes
Administer employee benefits orientation including 401(k), health, dental, and supplemental insurance
Manage organizational insurance coverage: general liability, auto, property, workers' compensation, and employee coverage
Conduct State and Tribal background checks and drug testing for new hires; maintain and secure employee files
Coordinate annual audits, compilations, and desk audits with independent auditors and financial consultants
Develop and review financial policies, procedures, and system controls
Supervise and support the development of finance department staff
Manage CRYP's Family Services program in coordination with finance and programming staff
Maintain the facilities and building rental calendar
Track and record volunteer hours; engage donors as needed

Requirements

Bachelor's degree in accounting, nonprofit financial management, or related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening

Technologies

QuickBooks
Spreadsheets

Benefits

Health insurance
401(k) with 3% employer match
Dental
Supplemental insurance
Paid time off
Indigenous holiday schedule with floating days
Professional development
Relocation and housing assistance

What we're looking for

Bachelor's degree in accounting, nonprofit financial management, or a related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening
5+ years of nonprofit finance and grants management experience
Knowledge of governmental accounting methods
Experience with personnel management
Familiarity with American Indian communities
First Aid / Safety certification (or willingness to be trained)

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Senior Team Manager, Trust Administration

Charles Schwab Wilmington, DE Hybrid

13d ago

$130k - $170k/yr Full time Manager Senior Administration

Manager Senior Administration

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Job Description

Benefits and culture

Charles Schwab offers a role that blends collaborative in-office engagement with flexible work options in a hybrid setup based in Wilmington, Delaware. The position carries a competitive salary range of USD 130,000 to USD 170,000 per year. You’ll join a culture that prioritizes trust, continuous learning, and meaningful work, with a focus on supporting your development and work‑life balance through a robust benefits program.

This opportunity centers on impactful client service, regulatory compliance, and relationship building with registered investment advisors and trust beneficiaries. The environment emphasizes teamwork, mentorship, and professional growth, with a clear path to lead a skilled Trust Administration team in serving high‑touch personal trusts.

Responsibilities

Lead, mentor, and coach a team of Trust Officers and Senior Trust Officers to administer accounts in line with laws, regulations, and internal procedures.
Personally manage an assigned book of complex or high‑touch personal trust accounts.
Interpret governing documents to ensure each trust is administered per its terms, whether in the team’s book or individual assignments.
Maintain high client service levels by researching and responding promptly to registered investment advisors and trust beneficiaries, including escalations from team members.
Prepare and present discretionary memorandums for review and approval by the Discretionary Distributions Committee, while mentoring others in the process.
Generate Distribution Memorandums and other directed distribution documentation for review by Tax, Legal, and the Managing Director, guiding the team through the process.
Issue termination notices for terminating trusts to the Trust Administration Committee and handle related processes, mentoring team members on notice requirements.
Oversee proper administration and accounting for special asset inventory within the assigned accounts, coaching peers as needed.
Coordinate with Schwab business partners for client research and service enhancements, recommending system and procedural improvements.
Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals about current and prospective trusts on assigned books or upon escalation.
Conduct Post Acceptance and Annual administrative account reviews for assigned accounts.
Participate in special projects as needed and provide training and support to the Administrative Team in coordination with the Managing Director.

Requirements

Minimum 10 years of experience in personal trust administration.
Bachelor’s degree or higher; CTFA preferred, or equivalent work experience.
Solid knowledge of trust administration principles; practical experience with Delaware‑law governed trusts is a plus.
Strong organizational abilities with the capacity to manage multiple priorities while maintaining quality and accuracy.
Excellent interpersonal and communication skills, capable of conveying information clearly to diverse stakeholders.
Highly motivated self-starter with a proactive approach to problem solving.

Benefits

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

Position type

Regular

Your opportunity

The Senior Team Manager role centers on developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other stakeholders for a book of business that includes large family relationships and key advisor connections via the Charles Schwab Trust Company of Delaware. You will lead a Personal Trust Administrative Team and ensure compliance across accounts. Applicants must be authorized to work in the United States on a full‑time basis without employer sponsorship.

What’s in it for you

Schwab supports your career growth with meaningful work, ongoing learning, and a culture built on trust and collaboration. The hybrid work model balances flexibility and in‑person collaboration, reinforcing client service and teamwork. The benefits package is designed to address both current needs and long‑term goals, helping you build a durable foundation for your professional life.