associate financial advisor

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. 
 
In this role, you will:<ul><li>
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function</li><li>
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact</li><li>
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
Successfully completed Securities Industry Essentials (SIE) exam or equivalent</li></ul>
Desired Qualifications:<ul><li>
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)</li><li>
State Variable, Life and Health insurance licenses</li><li>
Financial services experience</li><li>
Client services experience</li><li>
Experience developing and managing client relationships</li><li>
Sales or sales support experience</li><li>
A BS/BA degree or higher</li></ul>
Job Expectations:<ul><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li><li>
This position is not eligible for Visa sponsorship.</li></ul>
Posting location: 
 
3550 Market St 
PHILADELPHIA, PA 19104 
 
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
 
 
Posting End Date:
 
14 May 2026 
*Job posting may come down early due to volume of applicants.
 
 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Associate Bank Financial Advisor

Mercer Advisors

<div><div>Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div> 
Job Summary:

The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. The role supports a Senior Wealth Advisor and an existing book of business and is designed to be developmental for the Associate while providing leverage to the Senior Wealth Advisor.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. 

Key Responsibilities and Duties
<ul>
<li>Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth.</li>
<li>Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.</li>
<li>Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.</li>
<li>Understands and deploys Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.</li>
<li>Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.</li>
<li>Ensures adherence to compliance and regulatory policies as well as company standards of client care</li>
<li>Acts as a fiduciary, placing client interests and outcomes first</li>
</ul>
Required Knowledge, Skills and Abilities:

Education:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus</li>
</ul>
Experience:
<ul>
<li>At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)</li>
</ul>
Certifications/Licenses:
<ul>
<li>Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).</li>
<li>Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)</li>
</ul>
Skills &amp; Competencies:
<ul>
<li>Advanced knowledge of the industry, financial products, and financial planning concepts</li>
<li>Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients</li>
<li>Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients</li>
<li>Experience utilizing financial planning software</li>
<li>Expert at collaboration and willing to help others</li>
<li>Sales aptitude and experience is preferred</li>
<li>An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment</li>
</ul><ul><li>Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews</li>
<li>Comprehensive understanding of compliance requirements</li>
<li>Ability to travel up to 20% as required for client meetings, company training, etc.</li>
</ul>
Location: This is a Hybrid position with a strong preference for candidates to be located in Seattle, WA or Scottsdale, AZ.

Work Schedule: Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.<div>
Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. 
CCPA Notice at Collection</div></div>

Associate Wealth Advisor (Pacific Time Zone)

SignalPoint Asset Management

Job Title: Associate Financial PlannerLocation: Springfield, MOJob Type: Full-TimeAbout UsAt SignalPoint, we are dedicated to helping individuals and families across the Ozarks achieve their long-term financial goals. Located in Springfield, Missouri, we pride ourselves on delivering comprehensive, fiduciary wealth management with a deeply personalized touch. We believe that financial planning is about more than just numbers; it&rsquo;s about building lasting relationships and actively investing in the community we call home.Position OverviewWe are seeking a highly motivated and relationship-driven Associate Financial Planner to join our growing team. In this dynamic role, you will be the connective tissue between our lead advisors, our clients, and the Springfield community. You will assist in the development of financial plans, provide white-glove service to our existing clientele, and act as a brand ambassador to expand our firm's local footprint.This is an ideal opportunity for an emerging financial professional who is on the path to becoming a CFP&reg; and wants to build a career balancing finance with high-impact human connection.Key Responsibilities1. Financial Planning &amp; AnalysisCollaborate with Lead Advisors to gather client data, analyze financial situations, and co-develop comprehensive financial plans.Utilize financial planning software (RightCapital) to build out retirement projections, tax strategies, and estate planning models.Assist in portfolio research, investment analysis, and the preparation of asset allocation proposals.Prepare detailed meeting agendas, financial plan updates, and post-meeting action plans for client reviews.2. Client Service &amp; Relationship ManagementServe as a primary point of contact for client inquiries, ensuring prompt, empathetic, and accurate resolutions to their requests.Manage the client onboarding process, ensuring new clients experience a seamless transition to our firm.Maintain and update client records and workflows in our CRM to ensure accurate tracking of client milestones and communications.Anticipate client needs by monitoring account activity, RMDs (Required Minimum Distributions), and cash flow requirements.3. Community Engagement &amp; OutreachRepresent SignalPoint at local networking events, such as the Springfield Area Chamber of Commerce meetings, local rotary clubs, and young professional groups (e.g., The Network).Assist in planning, coordinating, and executing client appreciation events and educational seminars in the Springfield area.Identify and cultivate partnerships with local nonprofits and charities that align with the firm&rsquo;s community values.Contribute ideas for local marketing initiatives and community-focused social media content.QualificationsEducation: Bachelor&rsquo;s degree required, preferably in Finance, Personal Financial Planning, Business, or Economics.Licensing/Certifications: Series 65 (or 7 and 66) active, or the ability to obtain within the first 90 days of employment.Skills:Exceptional interpersonal and communication skills (both written and verbal).High attention to detail and strong organizational capabilities.Proficiency with Google Workspace; experience with industry CRM and financial planning software is a major plus.Local Connection: A strong desire to live, work, and build a long-term network in Springfield, MO, and the broader Southwest Missouri region.What We OfferCompetitive base salary commensurate with experience, plus performance-based bonus opportunities.Comprehensive benefits package including health, dental, and vision insurance.Retirement plan with an employer match.Generous Paid Time Off (PTO) and paid holidays.Financial support and dedicated study time for the CFP&reg; exam and other relevant industry designations.A collaborative, mentorship-focused culture designed to help you grow into a Lead Advisor role.Pay: $50,000.00 - $60,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Work Location: In person

Associate Financial Planner

ad;fjkls

Job Overview Join our dynamic team as an Associate Benefit Advisor, where you will play a vital role in guiding clients through the complexities of employee benefits and insurance plans. This energetic position offers the opportunity to leverage your sales expertise, communication skills, and industry knowledge to help individuals and organizations optimize their benefits packages. As an Associate Benefit Advisor, you will be at the forefront of delivering exceptional customer service while promoting comprehensive benefits solutions that meet diverse needs. Your proactive approach and enthusiasm will drive success in a fast-paced, rewarding environment.Duties<ul><li>Engage with clients through outside sales efforts, including telemarketing and direct outreach, to promote benefits products and services</li><li>Conduct detailed analysis of client needs to recommend tailored insurance and benefits solutions</li><li>Negotiate terms and coverage options with clients to secure mutually beneficial agreements</li><li>Manage sales administration tasks such as processing applications, updating records, and maintaining accurate documentation</li><li>Provide clear explanations of benefits administration processes while ensuring compliance with HIPAA regulations for sensitive health information</li><li>Deliver exceptional customer service by addressing inquiries, resolving issues promptly, and fostering long-term relationships</li><li>Collaborate with marketing teams to develop strategies that enhance outreach efforts across multilingual markets and diverse communities</li></ul>Experience<ul><li>Proven experience in outside sales or retail sales environments, demonstrating strong negotiation and communication skills</li><li>Familiarity with insurance sales, benefits administration, or related fields is highly desirable</li><li>Multilingual or bilingual abilities to effectively serve diverse client populations are a significant advantage</li><li>Strong analysis skills to assess client needs and recommend appropriate solutions confidently</li><li>Experience in telemarketing or marketing campaigns that target potential clients or customers</li><li>Knowledge of sales management tools and customer relationship management (CRM) systems is preferred</li><li>Excellent interpersonal skills with the ability to explain complex benefits concepts clearly and professionally</li></ul>Join us as an Associate Benefit Advisor and become a key contributor in helping individuals and organizations unlock the full potential of their benefits programs. We value energetic professionals who are eager to grow their careers while making a meaningful impact through exceptional service and innovative solutions.Pay: $74,299.46 - $93,349.89 per yearWork Location: Remote

Associate Benefit Advisor

Financial Advocates

Job Title: Administrative Assistant, Financial ServicesLocated: Bend, ORJob Description:Ocean&rsquo;s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering an exceptional client experience and are interested in the financial services industry, this position is for you.Essential Duties and Responsibilities: Duties include but are not limited to:o Prepare and process new account paperwork for advisors and clientso Prepare any additional follow-up forms for clients per advisor&rsquo;s requesto Create and maintain client accountso Manage and handle advisor notificationso Setup meetings and maintain calendarso Follow through with all paperwork to ensure it is in good ordero Manage in and outbound call with professionalismo Mail agreements, brochures, and other client account paperwork to clientso Research and resolve account issues or miscellaneous questions for clients and advisorso Maintain files and prepare correspondence and documents for advisors and clientso Maintain a professional office environmentCompetencies: To perform the job successfully, an individual should demonstrate the following competencies:o Strong technology/computer aptitudeo Identify and resolve problems in a timely mannero Intuitive and resourceful to gather, analyze and resolve complicated issueso Respond promptly and accurately to client questions and needso Meet commitments and maintain confidentialityo Exhibit sound and accurate judgmento Demonstrate accuracy and thoroughnesso Monitor own work to ensure qualityo Strong attention to detailo Strong time management skillso Thrive in a fast-paced environmentEducation and/or Experience:Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.About Ocean&rsquo;s Edge:Ocean&rsquo;s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client's financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client&rsquo;s unique goals and circumstances.How to apply:If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Danny and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume's file name.If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.We look forward to hearing from you!Pay: $18.00 - $25.00 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Administrative Assistant

Ameriprise Financial

<div>About Our Company 
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice.</li><li>
Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.</li><li>
Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth.</li><li>
Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work.</li><li>
Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.</li><li>
Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)</li></ul><h2 class="jobSectionHeader"> 
Required Qualifications</h2><ul><li>
Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.</li><li>
Active FINRA Series 7 or ability to obtain within 150 days.</li><li>
Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days</li><li>
Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days</li><li>
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days</li><li>
3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements.</li></ul><h2 class="jobSectionHeader"> 
Preferred Qualifications</h2><ul><li>
3-5 years demonstrated sales success with proven ability to acquire clients and close business.</li><li>
Proven leadership skills and ability to drive &amp; motivate others to achieve results.</li><li>
Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results.</li><li>
Strong presentation skills and the ability to analyze data and reports to determine business opportunities.</li><li>
Relevant industry designations are preferred (e.g. CFP)</li></ul>
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders &mdash; clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.<div><div><div><div><div><div><div>
Full-Time/Part-Time</div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div>
Exempt/Non-Exempt</div></div></div></div></div></div></div>
Exempt<div><div><div><div><div><div><div>
Job Family Group</div></div></div></div></div></div></div>
Sales<div><div><div><div><div><div><div>
Line of Business</div></div></div></div></div></div></div>
AAG Ameriprise Advisor Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</div>

Associate Branch Manager, Ameriprise Financial Advisors - New Orleans, LA

US Foods

<div><div>ESSENTIAL DUTIES &amp; RESPONSIBILITIES: 
 
1. Own the execution of Area finance strategy 
<ul><li>Advisor on long-term business financial and strategic planning to the Area President and Area functional leaders for future growth opportunities aligned with Company Long Range Plan (LRP).</li><li>Collaborate with all other functional partners in driving improved financial results and assist on plays to support strategic initiatives.</li><li>Assess financial performance and initiate strategic actions to drive results</li><li>Develop appropriate financial targets/outcomes through an understanding of key operational drivers and be able to discuss and support with the Area Leadership Team</li><li>Own P&amp;L management through strategic decisions to manage costs and improve efficiencies</li><li>Provide clear visibility and comprehensive guidance to the Area leadership team in meeting financial outcomes</li><li>Demonstrate analytical foresight to help make immediate decisions that will positively impact the future of the business</li></ul> 

2. Act as a trusted advisor for all things Finance 
<ul><li>Partner with Controller&rsquo;s Group, Area Finance Manager, Finance Support Team (FST), and VP of Finance Field Leader to create and deliver timely and accurate financial reports.</li><li>Own and coordinate with Area functional leaders the annual business planning and monthly forecast for the Area.
</li><li>Be the gatekeeper for the Area team on all financial processes that affect results and highlight any potential risks and opportunities</li><li>Establish credibility and trust with leaders across their area by building relationships and understanding individual needs and pain points</li><li>Operate as a true business partner by bringing an end-to-end value chain perspective, broad business acumen, and an independent point of view</li><li>Act as an ultimate source of truth with financial data and has analytical data readily available to guide discussion and decisions</li><li>Be resourceful by leveraging all available tools and information to learn and help execute as a trusted financial advisor</li><li>Manage working capital and review balance sheet health quarterly with corporate stakeholders</li><li>Lead financial acumen training for all Area and DC management to improve understanding on how they contribute to the Area financial results</li></ul> 

3. Collaborate with and influence Area leaders to understand financial complexities and make sound decisions 
<ul><li>Identify opportunities for gross profit improvement and cost management, and drive accountability for execution.
</li><li>Drive profitable sales growth by reviewing, providing guidance, and approving all local customer contracts and incentive agreements.</li><li>Collaborate with Sales Excellence, Area Sales management (Local and National), and Revenue Management teams in Customer profitability decisions.</li><li>Understand critical levers to ensure the annual business plans are met through review of daily and weekly results dashboards, analyze data, provide insightful explanations of variances / trends, and coordinate action plans.</li><li>Responsible for leading an effective Inventory Adjustments routine by collaborating with Operations, Merchandising, and Inventory Control in attaining the company targets for damage, spoilage and shrink.</li><li>Collaborate with AVPMM and MRO to ensure inventory is aligned with the Company&rsquo;s DIOH requirements and minimize nonproductive inventory.
</li><li>Partner with the Credit organization to support Sales growth while minimizing risk and managing working capital.</li></ul> 

4. Build a high performing team and inclusive work environment 
<ul><li>Train, coach, and develop direct and indirect reports into a high performing team. Actively manage and support the day-to-day performance and career growth of all resources, including annual performance reviews. Increase the financial acumen across the functions at all management levels including basic to more advanced training to align specific functional responsibilities with their ultimate impact to improving financial results.</li><li>Lead by example and own their personal development (e.g., ask for feedback, act on feedback, continue to expand working knowledge)</li><li>Understand team&rsquo;s development needs and hold them accountable for having development plans</li><li>Drive an environment of continuous improvement and high engagement for team members in all role segments (i.e., On-site, Blended, Remote)</li><li>Offer continual support and guidance for team members as they manage change</li><li>Demonstrate managerial courage and conflict resolution to improve team performance and drive results</li></ul> 

5. Drive continuous improvement across the Area and broader business to improve financial outcomes 
<ul><li>Lead continuous improvement through performing root cause analysis, implementing solutions, and challenging the status quo to drive improved results</li><li>Lead the implementation of the US Foods Way for Finance</li><li>Take initiative to solve business problems or inefficiencies, both inside and outside of their designated Area</li><li>Partner with Area leadership to translate and conceptualize new approaches and offer concrete guidance to drive operational cost improvements, operating efficiencies, and opportunities for the business</li></ul> 

6. Responsible for all field related SOX controls for the Area Hub and DCs. Support control environment for all DCs in the Area by reporting and correcting any control deficiencies. 
 
7. Complete ad hoc projects, analysis and initiatives as requested. 
 
SUPERVISION: 
Various Area Hub staff including inventory control clerks, IT contractors and finance manager (with their reports). In market DCs there is virtual supervision of IT contractors. Indirect reporting relationship with the credit manager and coordinators. 
 
RELATIONSHIPS 
<ul><li>Internal: Area staff members, Regional and Support Office accounting, and all Finance personnel</li><li>External: Customers</li></ul> 

WORK ENVIRONMENT 
<ul><li>Onsite: The associate in this role is expected to perform assigned responsibilities inside
</li></ul></div>a US Foods office-based environment.<div> 
MINIMUM QUALIFICATIONS 
<ul><li>Bachelor&rsquo;s degree</li><li>Minimum 7 years of accounting and/or financial analysis management experience</li><li>Proven experience and effectiveness in leading and managing others</li><li>General knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles and SOX</li><li>Broad skillset in financial analysis and financial modeling</li><li>Proficient in Microsoft Excel and working knowledge of the other Microsoft Office 365 applications</li><li>Excellent communication &amp; interpersonal skills</li><li>Strong organization and prioritization skills</li><li>Limited travel as necessary</li></ul> 

Certifications/Training 
<ul><li>N/A</li></ul> 

Licenses 
<ul><li>N/A</li></ul> 

Preferred Qualifications 
<ul><li>BS in Business Administration, Accounting or Finance</li><li>CPA or MBA</li><li>Industry experience and understanding of inventory management</li><li>Experience that includes collaboration in a functional matrixed environment and virtual leadership across multiple sites</li><li>Anaplan experience</li></ul></div></div>

Area Director, Finance - Oklahoma City OK

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