Financial Planning Specialist

At Mercer Advisors, we're dedicated to providing exceptional wealth management services to our clients. As a Financial Planning Specialist, you'll play a critical role in helping us achieve this goal.The Financial Planning Group is a centralized team that supports our Wealth Management Teams nationally to create customized and comprehensive personal...

Job SummaryThis role provides coordination of financial operations for Lincoln's insurance company separate accounts and Lincoln fund of funds trade operations.Key ResponsibilitiesMaintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new...

Job Summary:As a Strategic Planning Consultant at FBL Financial Group, you will partner with the Strategy & Innovation Director to develop, implement, and execute on projects within the Strategy & Innovation Team. Your key responsibilities will include facilitating analysis of strategic and business initiatives, identifying implications of broader...

Job Summary:The Director of Finance is a senior-level leadership role that oversees financial planning, analysis, and reporting at BHE Renewables. This position leads the development of strategic and operational plans to improve financial capabilities and align with company goals. The Director will oversee continuous forecasting, annual budget preparation,...

At OneMain Financial, we're looking for a Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you'll be responsible for delivering results related to individual and branch sales goals, as well as customer expectations. You'll develop new relationships and maintain existing ones, working with customers throughout the loan...

Empower Customers with Financial SolutionsAt OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Consumer Loan Sales Specialist, you'll play a vital role in delivering exceptional customer experiences and providing access to responsible credit solutions.Key Responsibilities:Develop and maintain strong...

Key ResponsibilitiesWe are seeking a highly skilled Broker Dealer Trader II to join our team. In this role, you will provide exceptional service to registered representatives, investment advisors, and clients by resolving problems and answering questions about investment accounts.You will be responsible for:Providing daily phone support to registered...

At OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...

Empower Customers with Responsible Access to CreditAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their goals by providing access to friendly, fast, and affordable financing for life's expenses.Key...

Job OverviewWe are seeking a highly motivated and experienced individual for the position of Senior Manager, Financial Planning and Analysis (FP&A), supporting our R&D team. This role provides a unique opportunity to serve as a strategic financial partner for our R&D programs and supports efforts from discovery to early and late-stage clinical...

Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in helping customers achieve their goals by providing access to friendly, fast, and affordable financing for life's expenses.Key...

Financial Advisor OpportunityVision Financial Group, LLC is seeking a skilled Financial Advisor to assist clients in achieving their financial goals. The ideal candidate will possess a strong understanding of investments and asset management strategies, as well as excellent customer service and communication skills.Key Responsibilities:Meet with clients to...

Job DescriptionVision Financial Group LLC is seeking a highly skilled Tax Preparer to join their team. The ideal candidate will have a strong attention to detail and excellent customer service skills.The responsibilities of this role include:Tax Preparation and Entry:Prepare and accurately input tax data into software systems.Review financial records and...

Job SummaryWe are seeking a highly skilled Senior Legal Specialist to join our Real Estate Legal Team at Principal Financial Group. As a key member of our team, you will be responsible for providing exceptional legal support and ensuring the flawless execution of complex projects.Key ResponsibilitiesManage complex projects with a high degree of independence...

About the RoleWe are seeking a highly skilled and experienced Senior Learning Specialist to join our team at Principal Financial Group. As a key member of our organization, you will be responsible for designing and delivering training programs that meet the needs of our employees and support the company's overall business objectives.Key...

Role OverviewWe are seeking a highly skilled Customer Experience Specialist 2 to join our team at Principal Financial Group. In this role, you will be responsible for educating and assisting 401K participants by answering inbound phone inquiries about their retirement accounts and helping them take action to prepare for retirement.Key...

Job SummaryThis role is responsible for supporting the expense planning, analysis, and accounting functions for Fidelity & Guaranty Life Insurance Company's operations, reporting directly to the Manager of Expense Planning and Analysis.The primary responsibilities for this position include assisting with the preparation, consolidation, and analysis of the...

Financial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.We are seeking a Financial Services Sales Support Manager to lead, coach, develop, and support an internal sales support team. As a key...

Job SummaryCetera Financial Group is seeking an Operations Professional 2 to provide exceptional service and process improvements to our clients. As an operations professional, you will be responsible for providing day-to-day operational support to internal and external Broker/Dealer customers of Cetera Financial Group.Key Responsibilities:* Provide...

Job DescriptionWe're seeking a motivated and ambitious individual to join our team as a Financial Professional Advisor. As a key member of our Iowa General Office, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.As a Financial Professional Advisor, you will provide peace of...