16 Finance jobs

Associate Banker     East West Bank For more than 40 years, East West Bank has served as a pathway to success. With over 125 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi - cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our employees' potential for career advancement.   Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $44.2 billion, we've ranked among the 30 largest banks in the United States. And since 2010, we have been recognized by Forbes as one of the top 15 best banks in America. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.     The Role   Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality , high-touch and high-tech relationship banking experience across all customer touchpoints.   As an Associate Banker, you will play a key role in ·       helping customers with their day-to-day financial needs ·       recommend the right product that fit customer’s need ·       connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs ·       introducing the bank’s latest technology products to meet our customers’ expanding needs We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.     Key Responsibilities Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange ·       Document large deposit over Currency Transaction Reports ·       Identify fraudulent activity to prevent potential loss to the bank ·       Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements ·       Maintain strong relationships with existing customers and cultivate new customer relationships ·       Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs ·       Have strong knowledge in using digital resources and technologies to optimize clients’ digital banking experience ·       Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals ·       Demonstrate the ability to learn and adapt to new processes and technology platforms quickly ·       Perform other duties as assigned   Qualifications   ·       High school diploma or general education degree (GED) required; Bachelor’s degree highly preferred ·       1 year of recent customer service and cash handling experience ·       1 year of previous teller / new account experience in a banking institution preferred ·       Ability to learn products, services, and procedures quickly and accurately ·       Excellent customer service skills ·       Strong attention to details and time management skills ·       Proficiency in Microsoft Word and Excel ·       Flexibility to work on weekends when needed   East West Bank is an equal opportunity employer.    

The Loan Resolution Specialists work hand-in-hand across multiple departments including legal, compliance, operations, customer support and servicing. Providing the highest quality customer service while working with our customers to identify and remedy any issues that may arise.   Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. Operating within the Bank’s risk appetite, you will achieve results while consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.   Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. We’re hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we’d like to connect with you.    As a Thrivent financial advisor, you’ll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance.   Desired Characteristics Our culture and our people are special. We’re looking for people who are–or want to become–part of the communities where our clients live, work and worship. Whether you’re a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you’re: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products.   Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.   Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community.     Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more.  You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.                Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to  human.resources@thrivent.com  or call 800-847-4836 and request Human Resources.    

  What you’ll do… Helping others is what we do best here, which means you’ll get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.   Joining H&R Block as a First Year Tax Professional means you’ll have the support of an expert team, dedicated to providing you with the advanced tax training you’ll need to be successful. You’ll also have the freedom, flexibility, and extra earnings you’ll need to embrace what makes your life uniquely yours.   H&R Block is the industry’s largest consumer tax services provider¹ and we have been focused on client service for over 60 years. When you join our team, you’ll find that we’re here to live our purpose—to provide help and inspire confidence in our clients and communities everywhere.   Day to day, you’ll… Conduct face-to-face tax interviews with clients Prepare complete and accurate tax returns Generate business growth, increase client retention, and offer additional products and services Potential to provide IRS audit support Support office priorities through teamwork and collaboration   What you’ll bring to the team… Ability to effectively communicate in person and in writing Experience working in a fast-paced environment Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course² Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements High School Diploma or equivalent   It would be even better if you also had… Previous experience in a customer service environment Sales and/or marketing experience   Bilingual candidates strongly encouraged to apply!   Perks of the job… Being here has its benefits. Our benefit offerings can help you plan for the health, well-being and financial wellness needs for you and your family.  At Block, seasonal associate benefits include:   Medical coverage Retirement savings plans Tax prep benefit Other perks like flexible options that meet your life, collaborative teams and much more!   Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.   About H&R Block... H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply. 1 Based on annual revenues for sales of tax preparation products and services. 2 Enrollment in, or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.    

Develops a strong working knowledge of and ensures compliance with internal bank commercial loan policy, credit risk management policy, and external regulatory requirements documents any exceptions to policy and provides related rationale/mitigants. Develops a strong working knowledge of and ensures compliance with internal bank commercial loan policy, credit risk management policy, and external regulatory. Works to collect customer and deal information. Follow up of accepted deals in progress to verify proper funding based on agreed to terms.  Communicate with lenders about credit decisions and funding. View, analyze and submit credit applications for lending decisions.

In this position, you will learn California’s business tax and fee laws while developing skills that provide great potential for personal development and career advancement. You will also conduct audits of taxpayers’ books and records using generally accepted auditing standards and procedures to ensure correct reporting of business taxes and fees. Audit work includes scheduling appointments and meeting with taxpayers and their representatives, performing audits, explaining audit findings, preparing appropriate audit reports, and preparing written correspondence to taxpayers. You will conduct audits of smaller businesses with support from the other team members and your supervisor. As you gain experience and knowledge, assignments will be performed with more autonomy and include a broader range of business types.  

Provide product and illustration support in the initial design and evaluation of nonqualified executive benefit plans, corporate owned life insurance (COLI) and bank owned life insurance (BOLI). Analyze different strategies and their impact on Company Financial Statements.   Responsibilities Perform due diligence on carrier and product selection Maintain contemporary knowledge of accounting and legal issues and their impact on existing and future business Generate illustrations for proposed plan, including mortality-adjusted studies Illustrate and analyze alternative funding methods to support plan’s objective Generate illustrations for existing plans and review to determine funding adequacy Sensitivity analysis on varying plans and their impact on P&L Develop graphics and assist with presentations for proposed plan Maintain and update library for product designs and sample presentations Maintain industry files and carrier materials Maintain workflow management report for cases in progress Coordinate with other teams on the proposed plan of insurance, purpose and ongoing administration Participate as a team member in special projects Continuing education and/or training to increase industry knowledge or obtain additional professional designations   Qualifications Education and Experience Bachelor’s degree in Business Administration, Finance, Mathematics, Actuarial Sciences or related field Skills Proficiency in Excel which includes use of macros, Excel automation (e.g., VLOOKUP), and financial calculations (i.e., NVP, PV, IRR, ROI) Strong verbal and written communication skills Able to work autonomously and perform well under pressure High attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines Confident in their ability to master presentation and desktop packages Strong decision-making skills and excellent interpersonal skills Ability to deal with sensitive and confidential data Ability to work in a fast paced and demanding work environment        

Make an impact – starting with your own life. This is a career move that could redefine everything You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life . It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you’ve considered business ownership, then start your business with us As a Financial Services Professional, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: - Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind - Follow a well-defined career path that integrates education with mentorship and teaming opportunities - Benefit from a culture of innovation that embraces growth and the changes that come with it - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership - Have a voice – your contributions and input matter - Experience the power of flexibility – and the freedom to design your work and your life the way you envision   How will you build your business? You will… - Establish networks and cultivate referrals - Develop and maintain long-term relationships with clients - Provide financial solutions through fact gathering and needs analyses - Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates   Who do you need to be? - A strong relationship-builder who takes a client-first approach - A connector with people, a connector of people - A dedicated worker: independent, self-motivated and goal oriented   Contact us today to discuss a change to work that can have great impact. CRN202306-283435

What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers.  This career isn’t for everyone, but the best Agents and Managers in our company will tell you there’s nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our company is a great place to build your career.  Join us.  If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated self-starters who want:  • Comprehensive and ongoing professional training and development  • State-of-the-art marketing and sales solutions  • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients  • A clearly defined career path, including opportunities in Management for qualified individuals  • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potential  • Here's what you'll do: Develop and implement business and marketing plans  • Prospect for potential clients  • Discuss financial concerns and needs of individuals  • Present potential solutions using our suite of products and services  • Develop your professional skills and knowledge

Wealth Strategies, a member of The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.   As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated. At Forest Hills Financial Group we believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.   We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.   What you’ll be doing Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services. Provide clients with information related to financial products and services on an ongoing basis. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial plans current and aligned with their goals.   Requirements Must be a US citizen or permanent resident A four‐year college degree Appropriate insurance licensing (within 1 month)   Preferred Qualities Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding Desire to help others achieve financial success through planning and protection Driven to win and seeking a high-income potential opportunity An interest in building markets through connections and experiences to cultivate long term relationships Financial Representative Training for Success   At Wealth Strategies we believe that successful individuals from various backgrounds have the skills and tenacity needed to become a successful Financial Representative. A degree in finance or economics is not required. We support Financial Representatives who wish to pursue industry designations with financial support available.   We believe in the talented people who we hire and invest in new Representatives through unparalleled support and training. You’ll have access to online, in‐person local training and off‐site national training and development programs.   Financial Representatives with Mountain West Advisors also have the opportunity to work with fellow Representatives to learn from others. Many also take part in mentoring relationships and study groups with their peers.   Benefits We believe that quality people deserve a competitive benefits package. Financial Representatives are eligible to enjoy a rich compensation package that includes: High earning potential with one of the most lucrative contracts in the business that recognizes your performance A comprehensive benefit package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more Opportunities for leadership development and management positions If you’re looking for a career that satisfies your entrepreneurial spirit, this might be your perfect opportunity. We’re committed to our values and looking for individuals who share those values and thrive in a fast‐paced environment.   About Guardian A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.   About Park Avenue Securities LLC Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered. As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success .    

Sales / Financial Representative.  Helping members meet their needs and goals with life insurance, retirement planning, retirement distribution, and estate planning.  For more information visit www.modernwoodmen.org   careers.            

Training entry level associates to acquire State & Federal Licenses to help families understand How Money Works and teach personal finance.

State Program Examiners assist in the financial and performance audits of all state departments, agencies, institutions and authorities, directed at financial accountability, management effectiveness and efficiency, and program performance.

 Bankers Life® offers financial services professional careers that are out of the ordinary. To help start your career at Bankers Life, you’ll earn a $400 weekly stipend plus commissions during your first 4 weeks ($1,600 max). Whether entry level or mid-career, at Bankers Life we offer award winning training and a career with long term growth opportunities: earn above average income, help customers secure their financial futures for potentially generations to come, and direct your own career as a career agent, financial professional, or in sales management. No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or management experience. We are looking for entrepreneur minded people looking to get started immediately.       How Bankers Life supports your career: Take advantage of our award-winning training and mentorship programs. We offer programs for entry level representatives and those new to sales, for those looking to move into management, leadership programs that focus on emerging leaders and women’s leadership, as well as a path for those looking to obtain securities licenses. Our branch and team structure offer support and camaraderie throughout your career. Access proven client acquisition technologies, leads, and other tools to help you become successful.   Take control of your career and positively impact the lives of others in your community. Apply now, our recruiters contact most qualified candidates within just a few days.        Salary $40,000 – $62,000 Plus      

We are seeking an experienced Corporate Controller for our new headquarters in the Fishtown section of Philadelphia. The position will oversee the company’s financial reporting, cash management, and all keyaccounting functions through the leadership & management of the accounting department.   PRIMARY RESPONSIBILITIES AND DAILY FUNCTIONS   Oversee monthly, quarterly & annual financial close to present to executive team Lead company efforts toward improved autonomous reporting structures for operating companieswith the support of leadership & data engineer Facilitate & support company efforts toward improved ERP system Responsible for daily and weekly cash management & bank reconciliations Oversee Accounts Payable and Accounts Receivable functions Responsible for oversight of property management accounting and reporting Responsible for oversight of property accounting for management company and the distribution process Facilitate annual tax return process with third-party tax preparer Establish and maintain systems and controls that verify the integrity of all systems, processes and data Prepare corporate budgets by establishing schedules; collecting, analyzing, and consolidating financialdata; recommending plans to company’s budget owners Support FP&A in cash forecasting Manage, coach and mentor direct reports to ensure staff is performing effectively and at their highest potential to achieve program and company organizational goals. This includes interviewing, planning,assigning, completing performance evaluations, coaching, and directing work Perform other duties as assigned     REQUIRED QUALIFICATIONS: (specific skills, education, years of experience, certifications, etc.) BA/BS in Accounting CPA Preferred 7-10+ years of experience in Corporate Accounting Minimum three (3) years Real Estate/Construction Accounting 5+ years management experience Proficient in MS Office suite with strong technical acumen   COMPANY BENEFITS 401K Medical/Dental/Vision Paid time off Career advancement Volunteer opportunities Employee home purchase incentive