Current jobs related to Associate Financial Consultant - Indianapolis - Regions Bank

  • Oracle Financial Systems Consultant

    3 weeks ago

    Indianapolis, Indiana, United States Beacon Hill Full time

    Beacon Hill Technologies is in search of a Techno-Functional Consultant who will engage collaboratively with both the Finance and IT departments to address all end-user inquiries and assess their implications on the Finance module. This role will involve coordinating efforts among Finance, IT, and end-users to ensure a reliable platform for monthly and...

  • Tax Consultant

    7 days ago

    Indianapolis, Indiana, United States Spectrum Dynamics Full time

    About Spectrum DynamicsWe are a leading regional auditing and tax consulting firm with a strong presence in the industry. Our partnership-led company provides interdisciplinary advice to medium-sized enterprises and corporate groups of all legal forms, as well as sole proprietorships and high-net-worth individuals.You have completed your university studies...

  • Workday Financials Functional Consultant

    3 weeks ago

    Indianapolis, United States Vaco Remote Work Freelance Full time

    Job Description: Workday Financial ERP Functional Consultant -- ContractorLocation:  Remote / Hybrid IndianapolisEmployment Type: ContractSalary: up to $70/hrJob Overview:Our client is seeking a Workday Functional Consultant with expertise in the Financial ERP modules for a 4-6 month consulting engagement. This role will assist the accounting team with the...

  • Oracle Financial Systems Consultant

    3 weeks ago

    Indianapolis, Indiana, United States Beacon Hill Full time

    Position Overview: Beacon Hill Technologies is on the lookout for a skilled Techno-Functional Consultant who will collaborate across departments, particularly with Finance and IT, to address all end-user inquiries and their implications on the Finance module. This role will involve coordinating with Finance, IT, and end-users to ensure a reliable platform...

  • Senior Financial Consultant

    1 month ago

    Indianapolis, United States Baker Tilly US, LLP Full time

    Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Financial Planning Specialist

    3 weeks ago

    Indianapolis, United States WestPoint Financial Group Full time

    Job DescriptionJob DescriptionWestPoint Financial Group is seeking a Financial Planning Specialist to join our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee). A financial planning specialist provides the highest level of planning services for clients by analyzing each client's goals and financial...

  • Oracle Financial Systems Consultant

    2 weeks ago

    Indianapolis, Indiana, United States Beacon Hill Full time

    Position Overview: Beacon Hill Technologies is on the lookout for a skilled Techno-Functional Consultant who will engage collaboratively with Finance and IT departments to address all end-user inquiries and their implications on the Finance module. This role involves coordinating with Finance, IT, and end-users to ensure a reliable platform for monthly and...

  • JD Edwards Financial Consultant

    4 weeks ago

    Indianapolis, United States Stellar Professionals Full time

    Job DescriptionJob DescriptionTitle: JD Edwards Financial ConsultantWork Arrangement: OnsiteJob Description:We are looking to fill a Long-term Contract role as JD Edwards Financial Consultant in Indianapolis, INMode of Interview: In person SummaryThe selected person will be working with finance module JD Edwards E1 subject manager expert. They will support...

  • Junior Financial Analysis Consultant

    3 weeks ago

    Indianapolis, Indiana, United States augmentjobs Full time

    Job OverviewPosition Summary:As a Junior Financial Analysis Consultant, you will play a vital role in supporting our financial planning and analysis division by delivering insightful and actionable financial assessments that influence business strategies. Collaborating closely with senior analysts and management, you will assist in the development of...

  • JD Edwards Financial Systems Consultant

    3 weeks ago

    Indianapolis, Indiana, United States Stellar Professionals Full time

    Job OverviewPosition: JD Edwards Financial ConsultantWork Arrangement: OnsiteRole Summary:We are seeking a skilled JD Edwards Financial Consultant to engage in a long-term contract role. The successful candidate will collaborate closely with finance module experts in the JD Edwards E1 environment.Key Responsibilities:Support and configure financial processes...

  • Associate Consultant

    4 weeks ago

    Indianapolis, United States Tempting Talent Full time

    ENTRY LEVEL - Business Development/Headhunter Do you want to be part of a rapidly growing team that will allow you to fulfil your career and financial aspirations and even offer you opportunity to grow out your own division within a market leading industry? My Client is looking to hire Entry Level Recruiters who are looking to progress their careers within...

  • Financial Services Regulatory Consultant

    1 week ago

    Indianapolis, Indiana, United States Forvis Mazars Full time

    About Forvis MazarsForvis Mazars is a leading professional services firm that provides Advisory, Assurance, and Tax services to global clients. Our commitment to Forward Vision drives us to deliver unmatched client experiences through innovative services.Financial Services Advisory PracticeWe bring together our global footprint, clients, industry expertise,...

  • Public Sector Financial Consultant

    1 week ago

    Indianapolis, Indiana, United States Baker Tilly US, LLP Full time

    About the Role:Baker Tilly US, LLP is seeking a highly skilled Public Sector Financial Consultant to join our Public Sector Education team in the Midwest. As a key member of our team, you will have the opportunity to work with schools and educational institutions to provide financial consulting services and support their financial management...

  • Associate Consultant

    4 months ago

    Indianapolis, United States Tempting Talent Full time

    ENTRY LEVEL - Business Development/Headhunter Do you want to be part of a rapidly growing team that will allow you to fulfil your career and financial aspirations and even offer you opportunity to grow out your own division within a market leading industry? My Client is looking to hire Entry Level Recruiters who are looking to progress their careers within...

  • Client Service Associate

    5 months ago

    Indianapolis, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail

  • Associate Consultant

    4 months ago

    Indianapolis, United States Tempting Talent Full time

    ENTRY LEVEL - Business Development/Headhunter Do you want to be part of a rapidly growing team that will allow you to fulfil your career and financial aspirations and even offer you opportunity to grow out your own division within a market leading industry? My Client is looking to hire Entry Level Recruiters who are looking to progress their careers within...

  • Oracle Financial Systems Consultant

    2 weeks ago

    Indianapolis, Indiana, United States Beacon Hill Full time

    Beacon Hill Technologies is on the lookout for a Techno-Functional Consultant who will engage collaboratively with both the Finance and IT departments to address all end-user inquiries and their implications on the Finance module. This role will involve liaising with Finance, IT, and end-users to ensure a reliable platform for monthly and other reporting...

  • Oracle Financial Systems Consultant

    3 weeks ago

    Indianapolis, Indiana, United States Beacon Hill Full time

    Position Overview: Beacon Hill Technologies is in search of a skilled Techno-Functional Consultant who will collaborate across Finance and IT departments to address all end-user inquiries and assess their implications on the Finance module. This role will involve coordination with Finance, IT, and end-users to ensure a reliable platform for monthly and other...

  • Oracle Financial Systems Consultant

    2 weeks ago

    Indianapolis, Indiana, United States Beacon Hill Full time

    Position Overview: Beacon Hill Technologies is on the lookout for a skilled Techno-Functional Consultant who will engage collaboratively with Finance and IT departments to address all end-user inquiries and assess their implications on the Finance module. This role involves coordinating efforts among Finance, IT, and end-users to ensure a reliable platform...

  • Associate Financial Analyst

    2 months ago

    Indianapolis, United States Milhaus Full time

    Milhaus is an award-winning, mixed-use development, construction, and property management company that specializes in Class A, urban, multifamily residential buildings. Headquartered in Indianapolis, Milhaus is comprised of inspired and industrious individuals who are passionate about the development of mixed-use and multifamily communities. We provide...

Associate Financial Consultant

4 months ago

Indianapolis, United States Regions Bank Full time

Description

:

At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.

Primary Responsibilities

Establishes joint appointments with Financial Advisors and customers Works with Financial Advisors on preparing and scheduling meetings Assists in covering branches that do not have a dedicated Financial Advisor Responds to customer and Financial Advisors requests Updates customer information Completes required and assigned training modules Becomes familiar and educated with investment products used to meet customers investment needs Demonstrates customer-focused partnership with branch staff

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position is incentive eligible.

Requirements

High School Diploma or GED Life Insurance License Six (6) months of related experience

Preferences

Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66

Skills and Competencies

Ability to engage in a high touch environment Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame

Position Type

Full time

Incentive Pay Plans:

This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.

Position Type

Full time

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

Location Details

One Indiana Square

Location:

Indianapolis, Indiana

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.