financial associate

James Investment Group

Financial Service AssociateLocation: Iowa City, IASalary Range: $60,000 - $80,000 commensurate with experience*Moving bonus available for non-local applicantsAbout Us:We are a team of progressive financial service professionals dedicated to delivering an exceptional client experience and giving back to our community. We pride ourselves on fostering a team-centered culture where collaboration, accountability and authenticity are essential. As a small business, we offer a dynamic work environment where responsibilities can evolve, providing ample opportunities for learning, growth and professional development.Position Overview: The Financial Service Associate will be responsible for supporting the lead Financial Advisor in a financial services practice. They will assist with documenting client meetings, fulfilling service requests, and managing correspondence while promoting operational efficiency across the organization as a whole.This position is a client-facing, salary-based role with opportunities for growth and no sales requirements. Start date is negotiable.The ideal candidate will be detail-oriented with exceptional organization, time management and communication skills. Financial Service industry experience is desired but not required.Key Responsibilities:&middot; Support senior staff managing email correspondence and responding to client requests&middot; Assist with client meeting preparation, generating agendas and forms in advance&middot; Conduct independent research to verify paperwork requirements, processes and procedures with both internal and external stakeholders&middot; Arrive prepared and on-time to participate in scheduled client meetings each day&middot; Document client interactions in CRM software in a timely manner, identifying and assigning follow-up tasks as needed&middot; Provide exceptional hospitality and customer service to all clients and visitors&middot; Assist clients with scheduling, technology, document delivery and cash management&middot; Collaborate with team members on various projects to achieve collective goals&middot; Adapt to changing roles and responsibilities as needed in a small business environment&middot; Go above and beyond to ensure client satisfaction and office efficiency, always maintaining confidentiality and discretionIdeal Candidates: &middot; Are accountable, detail-oriented, organized, responsible, and reliable&middot; Possess excellent communication skills and are comfortable in a client-facing role&middot; Are genuinely interested in helping others and putting client needs first&middot; Take ownership of tasks and see them through from beginning to end&middot; Enjoy problem solving, anticipating obstacles and planning ahead&middot; Have a proven track record making positive contributions to team environmentsRequired Qualifications:&middot; High School Diploma or G.E.D. Certificate&middot; 3-5 years professional experience in any industry&middot; 1-3 years in the financial service industry a related field, such as:<ul><li>Retail Banking, Insurance, Loan Processing</li><li>Wealth Management, Financial Analysis, Relationship Management</li><li>Retirement Plan Services, Pension/Benefit Administration</li><li>Financial Reporting, Regulatory &amp; Compliance, Corporate Finance</li><li>Bookkeeping, Tax Preparation</li></ul>Desired but not Required:&middot; Post-Secondary education in a related field of study, such as:<ul><li>Finance, Economics, Accounting</li><li>Financial Decision-Making, Personal Finance, Investment or Wealth Management</li></ul>&middot; Certifications:<ul><li>SIE / Series 7</li><li>Series 66 (63/65)</li><li>Life, Health and Long-Term Care Insurance licenses</li><li>Certified Financial Planning (CFP) or Chartered Financial Consultant (ChFC) Certifications</li></ul>Why Join Us?&middot; Competitive salary and benefits package.&middot; Opportunities for professional growth and development.&middot; Collaborative and inclusive work environment.&middot; Dynamic responsibilities that provide variety and learning opportunities.Additional Information:&middot; This is a full-time, on-site position with remote work opportunities available to accommodate inclement weather or illness.&middot; COVID-19 vaccination is mandatory for this position, subject to accommodations for health or religious reasons.&middot; Background check, fingerprinting, and disclosure of personal financial history, including a credit check, are required by our home office/broker-dealer.&middot; Clean U-4 and U-5 history is required for individuals with financial service industry experience.Pay: $60,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Paid training</li><li>Parental leave</li><li>Professional development assistance</li><li>Relocation assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Experience:<ul><li>professional (any industry): 3 years (Required)</li><li>finance industry: 1 year (Preferred)</li></ul>License/Certification:<ul><li>Securities Industry Essentials (Preferred)</li><li>Series 7 (Preferred)</li><li>Series 66 (Preferred)</li><li>CFP (Preferred)</li><li>ChFC (Chartered Financial Consultant) (Preferred)</li></ul>Ability to Commute:<ul><li>Iowa City, IA 52245 (Required)</li></ul>Ability to Relocate:<ul><li>Iowa City, IA 52245: Relocate with an employer provided relocation package (Required)</li></ul>Work Location: In person

Financial Service Associate

KeyBank

<div>Location:
2501 Tongass Avenue - Ketchikan, Alaska 99901
Job Summary 
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography&mdash;clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. 
 
Essential Functions<ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Develops strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
High School Diploma GED, or equivalent business experience (required)</li></ul> 
Work Experience<ul><li>
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)</li><li>
Experienced in cash handling. (required)</li><li>
General understanding of PC with Windows based applications and calculator. (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)</li></ul> 
Licenses and Certifications<ul><li>
Notary License within 180 Days (preferred)</li></ul> 
Skills<ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.</li><li>
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.</li><li>
Educating clients on financial concepts, products, and services to empower them to make informed decisions.</li><li>
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.</li><li>
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.</li><li>
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.</li><li>
Ability to gain market insight and spot trends to provide sound financial strategies.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul> 
Driving Requirements<ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul> 
Work Location Category<ul><li>
Office-Based</li></ul>
#INDPB
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/17/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div>

Financial Wellness Associate

<div>Location:
14 Main Street - Hoosick Falls, New York 12090
Job Summary 
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography&mdash;clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. 
 
Essential Functions<ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Develops strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
High School Diploma GED, or equivalent business experience (required)</li></ul> 
Work Experience<ul><li>
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)</li><li>
Experienced in cash handling. (required)</li><li>
General understanding of PC with Windows based applications and calculator. (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)</li></ul> 
Licenses and Certifications<ul><li>
Notary License within 180 Days (preferred)</li></ul> 
Skills<ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.</li><li>
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.</li><li>
Educating clients on financial concepts, products, and services to empower them to make informed decisions.</li><li>
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.</li><li>
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.</li><li>
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.</li><li>
Ability to gain market insight and spot trends to provide sound financial strategies.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul> 
Driving Requirements<ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul> 
Work Location Category<ul><li>
Office-Based</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 08/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div>

Forvis Mazars in Qatar

<div>Key Responsibilities

&sect; Prepare Journals, prepare, analyze and review Trial balance, and analyze accounts and transactions in sub-ledger

&sect; Review and approve PRs in line with the budgets for the projects assigned, assist in reporting of the project and forecasting.

&sect; Support in data preparation, schedule management for accounts and projects, and consolidation of data for management reports and dashboards.

&sect; Help prepare financial performance summaries and assist in periodic reviews.

&sect; Handle ad-hoc tasks assigned by the line manager and be proactive and hands-on with the tasks assigned.

Qualifications

<ul><li>Bachelor&rsquo;s degree - Accounting/Finance.</li>
</ul>
Experience

<ul><li>Minimum of 1-4 years of experience of relevant experience.</li>
</ul>
Core Competencies &amp; Skills

a. Knowledge of International Financial Reporting Standards.

b. Advanced skills in Excel and experience in Oracle EBS is a plus

c. Language Proficiency &ndash; English - Spoken and Written (Proficiency in Arabic / Bilingual is a plus)

d. Prior Experience in a governmental / semi government entity is a plus.</div>

Financial Planning Associate

Sierra Central Credit Union

<div>Description:

We are seeking a reliable and customer-focused individual to join our team as a Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.
Summary:
Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.
Responsibilities:<ul><li>Greeting customers and assisting them with their banking needs</li><li>Processing deposits, withdrawals, and other transactions accurately and efficiently</li><li>Balancing cash drawers and reconciling discrepancies</li><li>Cross-selling bank products and services to customers</li><li>Inputting new account/loan applicant requests</li><li>Assisting customers with account inquiries and problem resolution in a professional manner</li><li>Adhering to bank procedures and security protocols to ensure the safety of customer transactions</li><li>Willing to travel and work at other branches as business needs dictate, sometimes on short notice.</li></ul>
Requirements:

Qualifications:<ul><li>High school diploma or equivalent</li><li>Previous customer service experience preferred</li><li>Comfortable doing sales and cold-calling</li><li>Strong communication and interpersonal skills</li><li>Ability to work efficiently in a fast-paced environment</li><li>Attention to detail and accuracy in handling transactions</li><li>Knowledge of banking products and services is a plus</li><li>Must pass background check</li></ul>
Compensation Range
The company anticipates offering an annual salary between $20.09 and $28.16 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.
Financial Service Associate I - $20.09 - $20.59 - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred.
Financial Service Associate II - $21.00 - $22.57 - Three years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred.
Financial Service Associate III - $23.60 - $25.46 - Four years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.
Financial Service Associate IV - $25.00 - $28.16 - Four plus years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.
Annual Merit Increase
Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.
Comprehensive Benefits Package:
We provide a robust benefits package designed to support your health, financial security, and work-life balance including:<ul><li>
Medical, Dental &amp; Vision Insurance options</li><li>
Voluntary Lines including hospital indemnity, accident, and critical illness policies</li><li>
Company Paid HRA (with enrollment in certain health plans)</li><li>
Company Paid Basic Term Life Insurance
<ul><li>Coverage at 2&times; annual base salary, up to a maximum of $500,000 for full-time employees</li>
<li>$25,000 for part-time employees</li>
</ul></li><li>Company Paid Long-Term Disability Insurance for Full-Time Employees</li><li>
Company Paid Telehealth Services Membership (Teladoc)</li><li>
Company Paid Employee Assistance Program (EAP)</li><li>
401(k) Retirement Plan
<ul><li>Employer-funded safe harbor contribution of 3% of employee's eligible earnings</li>
<li>Discretionary employer match on employee contributions</li>
</ul></li><li>Flexible Spending Accounts
<ul><li>HSA</li>
<li>Medical FSA</li>
<li>Dependent Care FSA</li>
<li>Limited Purpose FSA</li>
</ul></li><li>Paid Time Off
<ul><li>Vacation accruals based on status and tenure within company</li>
<li>12 sick days accrued annually for full-time employees</li>
<li>1 hour for every 30 hours worked for part-time employees</li>
<li>11 paid holidays (eligible after 90 days of employment)</li>
</ul></li><li>Travel Expense Reimbursement
<ul><li>All necessary and work-related travel expenses will be reimbursed in accordance with company policy</li>
</ul></li></ul>If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.</div>

Financial Services Associate I - IV

The Garden of Eve

We&rsquo;re Hiring: Finance Associate7 Kings Code is looking for a Finance Associate with strong bookkeeping experience and hands-on expertise in QuickBooks Online, MS Excel, and Google Sheets. If you have a keen eye for detail and want exposure to international financial operations, this role is for you.Location: Head Office, Lahore Timings: US EST (8:30 AM &ndash; 5:30 PM) Job Type: Full-TimeKey Responsibilities Manage daily financial transactions and record keeping Handle accounts payable and receivable Perform bank reconciliations Assist in payroll and financial reporting Ensure accuracy and compliance in all financial dataRequirements Bachelor&rsquo;s degree in Accounting, Finance, or related field 2 to 3 years of bookkeeping experience Hands-on experience with QuickBooks Online is mandatory Proficiency in MS Excel and Google Sheets Strong attention to detail and problem-solving skillsWhy Join Us Work with a US-based company Professional and growth-oriented environment Exposure to global financial processesApply at: hr@7kingscode.comJob Type: Full-timePay: Rs60,000.00 - Rs90,000.00 per monthWork Location: In person

Accounts & Finance Associate

Finance Associate

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Financial Service Associate

Financial Wellness Associate

Financial Wellness Associate

Financial Planning Associate

Financial Services Associate I - IV

Accounts & Finance Associate

Finance Associate