financial professional

Invictus Financial Solutions

ABOUT US We are an independent financial services firm partnered with established companies such as Fidelity &amp; Guarantee, Prudential, Corebridge, and John Hancock. Our mission is to help individuals and families make informed financial decisions through education and personalized strategies.As we continue to grow, we are expanding our team and looking for individuals who are ready to build a flexible, rewarding career in financial services.WHY JOIN US?<ul><li>Work remotely with a flexible schedule</li><li>No prior experience required &ndash; full training provided</li><li>Supportive mentorship from experienced professionals</li><li>Clear path for advancement based on performance</li><li>Opportunity to build long-term income potential</li></ul>WHAT YOU&rsquo;LL DO<ul><li>Meet (virtually) with individuals and families to understand their financial goals</li><li>Help develop customized strategies for areas such as retirement, education, insurance, and investments</li><li>Educate clients on available financial solutions</li><li>Build and maintain long-term client relationships</li><li>Participate in ongoing training and professional development</li></ul>COMPENSATION<ul><li>Performance-based, commission-based pay structure</li><li>Earnings are based on individual effort, results, and client activity</li><li>Part-time and full-time opportunities available</li></ul>WHO WE&rsquo;RE LOOKING FOR<ul><li>Must be 18 years or older</li><li>Motivated, self-driven, and goal-oriented</li><li>Strong communication and people skills</li><li>Coachable and willing to learn</li><li>Able to manage time effectively in a remote environment</li><li>Willing to obtain any required state licenses (training support available)</li></ul>WHAT WE OFFER<ul><li>100% remote position</li><li>Flexible schedule (ideal for part-time or full-time)</li><li>Comprehensive training and mentorship program</li><li>Professional development and growth opportunities</li><li>Supportive team environment</li></ul>LOCATION Remote (U.S. based applicants only)Job Type: Part-timePay: $30,000.00 - $150,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li><li>Work from home</li></ul>Application Question(s):<ul><li>Are you willing to undergo a soft background check as part of the hiring process?</li></ul>Work Location: Remote

Remote, Entry-Level Financial Professional

TANNJ

For over 75 years, TANNJ has been a trusted partner helping individuals, families, and business owners protect what matters most and plan for their financial future. We&rsquo;re growing and seeking a motivated, people-focused Financial Professional with sales experience to join our dynamic team.What You&rsquo;ll Do<ul><li>Build and maintain strong, long-term relationships with clients through exceptional communication and service.</li><li>Conduct thorough analyses of clients&rsquo; financial situations to uncover needs and identify opportunities for improvement.</li><li>Provide expert advice on various financial products tailored to client goals.</li><li>Engage in community outreach to promote financial solutions and expand market share</li><li>Review existing and new financial agreements while ensuring clarity and trust.</li><li>Collaborate with team members on marketing initiatives and client proposals to attract and retain clients.</li><li>Manage follow-ups, documentation, and ongoing client communications with precision and care.</li><li>Ensure all activities are compliant with industry regulations and ethical standards.</li><li>Utilize Centers of Influence and referral strategies to expand your reach and book of business.</li><li>(Optional) Serve as a bilingual or multilingual resource to support a diverse and growing community.</li></ul>Who We&rsquo;re Looking For<ul><li>Background in sales, retail, or Financial preferred &mdash; with strong advisory and relationship-building skills.</li><li>Analytical thinker with the ability to assess financial needs and design tailored solutions.</li><li>Excellent communication skills to explain complex financial concepts clearly and confidently.</li><li>Self-motivated, goal-oriented, and committed to delivering outstanding client service.</li><li>Bilingual or multilingual candidates are highly encouraged to apply.</li><li>Life &amp; Health Insurance license (or willingness to obtain)</li><li>Optional securities licensing and American College designations are a plus</li><li>Formal education in business or finance is a plus</li></ul>What We Offer<ul><li>Comprehensive Benefits Package: Medical, Dental, Vision</li><li>401(k) with Company Match</li><li>Pension Plan</li><li>Paid Training Program</li><li>Existing Book of Clients Provided &ndash; start generating income immediately</li><li>Career Growth Opportunities &ndash; clear advancement path with ongoing mentorship</li><li>Flexible Schedule </li><li>Bi-Weekly Marketing Allowance</li><li>Uncapped income potential - Earn commissions and bonuses</li></ul>Location &amp; Schedule<ul><li>Position is based in Cranford, NJ</li><li>Reliable commute required (or willingness to relocate)</li></ul>Ready to Launch Your Career?This is more than a job &mdash; it&rsquo;s a chance to change lives, including your own. Join a company with decades of trust in the community and build a future you can be proud of.Job Type: Full-timePay: $57,732.11 - $130,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Vision insurance</li><li>Work from home</li></ul>Experience:<ul><li>Financial Services: 1 year (Required)</li></ul>License/Certification:<ul><li>Life and Health Insurance License (Required)</li></ul>Ability to Commute:<ul><li>Cranford, NJ 07016 (Required)</li></ul>Work Location: Hybrid remote in Cranford, NJ 07016

Financial Services Professional

Siemens

<div>Financial Reporting Professional 
Here at Siemens, we take pride in enabling sustainable progress through technology.

We do this by empowering customers through the combination of the real and digital worlds. Improving how we live, work, and move today and for the next generation. We know that the only way a business thrives is if our people are thriving. That&rsquo;s why we always put our people first. Our global, diverse team is here to support you and challenge you to grow in new ways. Who knows where our shared journey will take you? 
Transform the everyday with us! 
We are looking for a Financial Reporting Professional; This position will be based in Alpharetta, GA or Orlando, FL, with a hybrid work schedule. Remote work may also be considered for eligible Siemens employees. 
CF R NAM US is a high-performing accounting governance and financial reporting organization that partners closely with Siemens Lead Country United States (RC‑US) leadership and operating companies. Beyond ensuring accuracy, transparency, and integrity of financial data, we play a critical role in delivering executive‑ready insights that support leadership decision‑making.

In this role, you will report directly to the Director of the CF R NAM US PB&amp;MR team and work in close alignment with the Head of CF R NAM and the RC‑US CFO office. You will support Executive and Board reporting and help shape clear, concise, and forward‑looking financial narratives for senior leadership. 
You&rsquo;ll make a difference by:
<ul>
<li>Preparing monthly, quarterly, and annual management reports and executive presentations for the RC‑US CFO and senior leadership.</li>
<li>Translating complex financial data and business commentary into clear, compelling, and visually effective management insights.</li>
<li>Performing variance analysis for actuals versus forecast, budget, and prior periods.</li>
<li>Supporting performance management through KPI analysis, dashboards, and executive‑level metrics.</li>
<li>Partnering with Business Finance and Controlling to validate data and align on messaging.</li>
<li>Contributing to forecasting and budgeting cycles with executive‑ready materials.</li>
</ul>
You&rsquo;ll also drive impact by:
<ul>
<li>Enhancing and standardizing reporting tools, templates, and narratives across Siemens US businesses.</li>
<li>Streamlining and automating reporting processes and data flows in collaboration with global IT and reporting teams.</li>
<li>Leveraging modern financial tools and technologies, with a strong focus on AI‑enabled solutions.</li>
<li>Maintaining clear documentation of reporting structures, data sources, and processes.</li>
<li>Driving continuous improvement in reporting accuracy, efficiency, timeliness, and clarity.</li>
</ul>Please note: This position is will consider candidates at the following levels: 
You&rsquo;ll win us over by having the following qualifications:

Basic Qualifications; Level 07
<ul>
<li>Bachelor&rsquo;s degree in Finance, Accounting, or a related discipline.</li>
<li>5+ years of experience in financial reporting, corporate accounting, finance, financial analysis, or performance controlling.</li>
<li>Strong understanding of financial statements, accounting principles, and business performance drivers.</li>
<li>Advanced skills in Excel and PowerPoint.</li>
<li>Legally authorized to work in the United States on a continual and permanent basis without company sponsorship.</li></ul> 
<div></div>
Basic Qualifications- Level 06
<ul>
<li>Bachelor&rsquo;s degree in Finance, Accounting, or a related discipline.</li>
<li>8+ years of experience in financial reporting, corporate accounting, finance, financial analysis, or performance controlling.</li>
<li>Strong understanding of financial statements, accounting principles, and business performance drivers.</li>
<li>Advanced skills in Excel and PowerPoint.</li>
<li>Legally authorized to work in the United States on a continual and permanent basis without company sponsorship.</li></ul> 

Preferred Qualifications
<ul>
<li>Experience with data visualization and reporting tools such as Power BI or Tableau.</li>
<li>Strong analytical thinking, problem‑solving skills, and attention to detail.</li>
<li>Ability to manage multiple deadlines with a structured and self‑driven approach.</li>
<li>Executive presence with excellent communication and presentation skills.</li>
<li>Data storytelling and visualization capabilities.</li>
<li>Passion for digitalization, automation, and modern financial technologies, including AI‑enabled solutions.</li>
<li>Continuous improvement mindset and strong interest in ongoing learning and development.</li></ul><div> 
</div><div>
Siemens offers a variety of health and wellness benefits to employees. Details regarding our benefits can be found here: https://www.benefitsquickstart.com/siemens/index.html. The pay range for Level 07 is $66,973 &ndash; $114,811 and the pay range for Level 06 is $81,753 - $140148 and the annual incentive target is 10% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications and premium geographic location. 
</div> 
About Siemens

We are a global technology company focused on industry, infrastructure, transport, and healthcare. From more resource‑efficient factories and resilient supply chains to smarter buildings, grids, sustainable transportation, and advanced healthcare, we create technology with purpose&mdash;adding real value for customers. Learn more about Siemens here. 
Our Commitment to Equity and Inclusion in our Diverse Global Workforce

We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while attracting the best talent based on qualifications, skills, and experience. We welcome you to bring your authentic self and transform the everyday with us.</div>

Financial Reporting Professional

HDQ Wealth

We are and independent RIA and provide holistic finanicial planning services to our clients, including; investment management, insurance planning, tax strategy, consulting and wealth planning.A financial professional looking to join a firm designed for the future and helping build &amp; transfer the next generation of wealth.Join our team and receive:<ul><li>Non-captive solutions for clients: investments, planning &amp; insurance</li><li>Hands-on leadership and coaching</li><li>Modern marketing and sales support</li><li>Back-office support</li><li>Technology enabled tools and services</li><li>Flexibility to run and grow your business</li><li>Control over your financial future</li><li>Location flexibility</li></ul>What you need<ul><li>Highly self-motivated and self-disciplined, must have the ability to work effectively and independently</li><li>Outgoing personality with the ability to develop relationships, help others and do so ethically</li><li>Positive attitude, willingness to learn and unafraid to fail</li><li>Detail-oriented, organized and strong time-management</li><li>Always willing to learn</li><li>Good communication skills: excellent listening skills, the ability to critically think and explain complex information in a simplistic manner</li></ul>Responsibilities<ul><li>Provide financial planning support to clients</li><li>Support investment professionals to cultivate client relationships</li><li>Prepare financial plans and check their accuracy</li><li>Uphold highest level of integrity</li></ul>Qualifications<ul><li>Bachelor's degree in Finance or related field</li><li>Industry experience</li><li>Securities license</li><li>Strong understanding of the financial, insurance and investment business</li><li>Excellent interpersonal &amp; sales skills</li></ul>Job Type: Full-timeBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Hybrid remote in Kansas City, MO 64105

Financial Advisor

We are and independent RIA and provide holistic finanicial planning services to our clients, including; investment management, insurance planning, tax strategy, consulting and wealth planning.A financial professional looking to join a firm designed for the future and helping build &amp; transfer the next generation of wealth.Join our team and receive:<ul><li>Non-captive solutions for clients: investments, planning &amp; insurance</li><li>Hands-on leadership and coaching</li><li>Modern marketing and sales support</li><li>Back-office support</li><li>Technology enabled tools and services</li><li>Flexibility to run and grow your business</li><li>Control over your financial future</li><li>Location flexibility</li></ul>What you need<ul><li>Highly self-motivated and self-disciplined, must have the ability to work effectively and independently</li><li>Outgoing personality with the ability to develop relationships, help others and do so ethically</li><li>Positive attitude, willingness to learn and unafraid to fail</li><li>Detail-oriented, organized and strong time-management</li><li>Always willing to learn</li><li>Good communication skills: excellent listening skills, the ability to critically think and explain complex information in a simplistic manner</li></ul>Responsibilities<ul><li>Provide financial planning support to clients</li><li>Support investment professionals to cultivate client relationships</li><li>Prepare financial plans and check their accuracy</li><li>Uphold highest level of integrity</li></ul>Qualifications<ul><li>Bachelor's degree in Finance or related field</li><li>Industry experience</li><li>Securities license</li><li>Strong understanding of the financial, insurance and investment business</li><li>Excellent interpersonal &amp; sales skills</li></ul>Job Type: Full-timeBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Hybrid remote in Miami, FL 33130

Evolv CFO

Company: Dibico (Hiring via EvolvCFO)Location: in-person or remoteJob Type: Full-TimeAbout DibicoDibico is a premier luxury residential contractor dedicated to the art of fine homebuilding and proactive home management. Beyond custom construction, we provide high-end homeowners with a unique, subscription-style service to ensure their properties are maintained to the highest standards. At Dibico, we don't just build homes; we manage a lifestyle of excellence.The RoleWe are seeking a meticulous and proactive Bookkeeper to manage the financial heartbeat of our operations. You will ensure that every transaction&mdash;from complex construction draws to recurring service subscriptions&mdash;is recorded with absolute accuracy. This role is ideal for a financial professional who thrives in an organized, detail-oriented environment and understands the nuances of project-based accounting.Key Responsibilities<ul><li>Accounts Payable &amp; Receivable: Manage vendor payments for active construction sites and oversee billing for our subscription home management clients.</li><li>Project Costing: Track expenses against project budgets to provide real-time visibility into construction costs.</li><li>Bank Reconciliation: Perform monthly reconciliations across multiple accounts to ensure financial integrity.</li><li>Payroll Support: Assist in processing payroll and maintaining accurate employee records.</li><li>Financial Reporting: Prepare weekly and monthly reports for review by the leadership team and the CFO.</li><li>Compliance: Maintain organized digital filings for all receipts, invoices, and tax-related documentation.</li></ul>Qualifications<ul><li>Experience: 3+ years of bookkeeping experience, ideally within the construction, real estate, or high-end service industries.</li><li>Software Proficiency: Expert-level knowledge of QuickBooks Online and Microsoft Excel.</li><li>Communication: Exceptional verbal and written communication skills, with the ability to interface professionally with high-net-worth vendors and internal teams.</li><li>Organization: A &quot;no-stone-unturned&quot; approach to data entry and record-keeping.</li><li>Education: Bachelor&rsquo;s degree in Accounting, Finance, or a related field preferred.</li></ul>Why Join Dibico?You will be an integral part of a sophisticated team that values quality over quantity. This position offers the opportunity to work within a stable, growing luxury brand.Pay: $28.44 - $34.25 per hourWork Location: In person

Bookkeeper (Dibico)

Javier Amaya Marquez

We represent over 300 financial companies, offering access to more than 3,600 financial services. This is a structured platform to build your own independent agency in the financial industry, supported by systems proven over the past 40+ years.You'll begin as a financial educator while completing your license and advance to become a licensed financial professional, obtaining up to 6&ndash;7 licenses to support individuals and families with personalized solutions.What We Do: We provide financial education followed by different solutions through workshops and help clients implement real strategies in:<ul><li>Retirement Planning</li><li>Life Insurance</li><li>College Savings</li><li>Debt Elimination</li><li>Wealth Building</li></ul>What You Gain:<ul><li>Ability to build your own independent business</li><li>Paid twice a week (subject to production)</li><li>Travel opportunities inside and outside the U.S.</li><li>No need to buy leads &mdash; we provide a proven client-building system</li><li>Mentorship, training, tools and potential for long-term residual income</li></ul>Compensation: 100% commission-based. Earn up to 125% in commissions + bonuses + stocksBased on company data (not guaranteed):<ul><li>0&ndash;3 years: $72,000+ average (Part Time)</li><li>4&ndash;7 years: $250,000+ average (Full Time)</li><li>8&ndash;10 years: $550,000+ average</li><li>Top producers: $1,000,000+ annually</li></ul>These figures are not guaranteed. Actual income depends on individual performance and consistency.Minimum Requirements:<ul><li>Must be 18 years or older</li><li>Must be authorized to work in the U.S.</li><li>Must pass a background check</li><li>Professional communication and discipline required</li><li>Bilingual (English and Spanish) &mdash; ability to serve and communicate with both English-speaking and Spanish-speaking clients and communities</li></ul>Next Step: To express interest, please complete this form: https://api.leadconnectorhq.com/widget/form/dFEVPIFopDVwO4NsBy5IJob Type: Contract Engagement Type: 1099 &ndash; Independent ContractorJob Type: ContractPay: $36,000.00 - $72,000.00 per yearWork Location: Hybrid remote in Houston, TX 77060

Financial Services - Independent Contractor

Search 10000+ Financial professional jobs near you this March. New roles added regularly across leading industries. Apply today.

10000 financial professional jobs Near Me

Remote, Entry-Level Financial Professional

Financial Services Professional

Financial Reporting Professional

Financial Advisor

Financial Advisor

Bookkeeper (Dibico)

Financial Services - Independent Contractor