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Wealth Manager

FirstRand George, IA

1mo ago

Full time Manager Assets Under Management CFP

Manager Assets Under Management CFP

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Job Description

Overview

Based in George, IA, the Wealth Manager will serve as a full-spectrum financial advisor for high-net-worth clients, providing expert guidance across savings, investments, estate planning, and fiduciary services. The role prioritizes investment advisory and portfolio management, including both local and offshore holdings. You will deliver comprehensive financial planning and investment guidance to high-income clients, and develop proposals covering investment planning, estate planning, cash management, and risk management. You will also manage and grow a client portfolio with assets under management of R300 million or more.

Key responsibilities

Deliver comprehensive financial planning and investment guidance to high-net-worth clients, formulating proposals in investment planning, estate planning, cash management, and risk needs.
Manage and grow a client portfolio with assets under management of R300 million or more.
Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
Monitor financial market trends to ensure client plans remain responsive and relevant.
Evaluate available investment opportunities to determine alignment with client financial plans.
Analyze client financial information to develop financial plans or proposals using appropriate tools.
Support business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
Collect and organize information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
Maintain expert knowledge of legislative amendments, industry best practices, and FNB’s internal compliance procedures, ensuring compliance is embedded in systems and procedures per standards.
Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
Safeguard the optimal usage and protection of business assets.
Achieve gross production and sales targets as indicated in scorecards.
Identify opportunities to advise on FirstRand approved investment and risk products.
Maintain expert knowledge of FirstRand approved products, including application procedures, processing, and timelines.
Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
Act as an ambassador for FNB, upholding internal values and ethical standards.
Contribute to maintaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
Develop networks and build alliances to strengthen internal support bases.
Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
Maintain and build relationships for expectation management, knowledge sharing, and integration.
Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
Liaise with clients via approved communication channels in a positive and helpful manner.
Support the resolution of client queries to ensure satisfaction and retention.

Application details and equality information

Job details require timely submission ahead of the closing date: 11/03/26. All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

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Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Sarasota, FL

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

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Job Description

Location: Sarasota, FL 34236

Why Bank OZK

Bank OZK combines a banking heritage of over 120 years with modern financial services, earning national recognition as an industry leader. We blend superior service with innovative technology to deliver smart solutions for clients nationwide. Our work supports small businesses, fuels local economies, and shapes growth in major cities. We’re dedicated to building rewarding careers and offering a comprehensive benefits package to support teammates’ physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, health, dental, vision and pet insurance, plus special perks and discounts.

Job Purpose & Scope

Provide sales leadership and coaching to team members, leveraging knowledge of banking products and services to establish professional relationships with customers and prospects. Engage in meaningful conversations about their financial needs and goals, foster a positive and helpful team environment, and deliver outstanding customer service at all times.

Essential Job Functions

Build professional relationships with customers, using assessment tools to uncover needs, discuss suitable recommendations, and submit referrals to banking center teams or business partners.
Utilize assessment tools to maintain detailed notes on customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Engage in outbound business development and community involvement activities.
Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and resolve client concerns promptly and professionally, escalating issues as needed.
Serve as a role model for banking center team members and coach relationship-building activities.
Collaborate with line of business partners to foster teamwork, exceptional service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Support the bank’s values and mission with integrity and professionalism.
Promote teamwork, lead by example, and take initiative to assist others.
Complete all essential training in a timely manner.
Display enthusiasm for continuous learning and apply constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
Confidence to act as a trusted advisor.
Effective verbal and written communication abilities.
Demonstrates a team-oriented approach and thrives in a dynamic environment.
Critical thinking skills with accurate and efficient productivity and attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policy and procedure including safety and security procedures.
Ability to travel to other work locations for training or staffing needs, as required.
Proficiency with computer and Microsoft Office applications necessary to perform essential job functions.

Basic Qualifications

High school diploma or equivalent required; bachelor’s degree preferred.
1+ year of retail customer service and/or sales experience required.
Knowledge of business and consumer products required.
Knowledge of and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred.
Proven ability to achieve sales goals and financial targets preferred.
Experience in a leadership and/or coaching role strongly preferred.
NMLS, or successful completion of the NMLS process within 30 days of hire, required.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodations.

Note: This description is not an exhaustive list of all job functions, duties, skills, and standards required. Other duties may be added. Management reserves the right to modify requirements at any time.

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Financial Analyst I - Finance

Christus Health Irving, TX

1mo ago

Full time Analyst Budgeting Financial Analysis

Analyst Budgeting Financial Analysis

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Job Description

Position Overview

The role supports regional financial management by utilizing CHRISTUS standard systems to generate routine and ad hoc reports that inform management decisions across the region.

Responsibilities

Produce routine daily, weekly, bi weekly, and monthly reports to provide managers with insights into service line utilization, costs, profitability, and volume-related business statistics.
Assist with budget preparation and analysis, regional initiatives, and the production of financial statements and monthly reports, along with other activities tied to financial reporting and analysis.
Support the development and deployment of budgetary and financial/operational information systems within CHRISTUS.
Link data from reporting systems to the CHRISTUS Health Information System for Financial and Clinical operations.

Qualifications

Bachelor's Degree preferred.

Work Details

Location: Irving, TX 75039
Work Schedule: 5 Days - 8 Hours
Work Type: Full Time

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Manager, Finance (Lab)

Ignitech Solutions LLC DeLand, FL

1mo ago

$84k - $129k/yr Full time Manager MBA Accounting

Manager MBA Accounting

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Job Description

Ignitech Solutions LLC is seeking a capable Manager, Finance (Lab) to oversee financial operations in a laboratory setting. This in person, full-time role is based in DeLand, FL 32721, with a salary range of $84,000.00 to $129,000.00 per year.

Job Details

Location: DeLand, FL 32721 (In person)
Job Type: Full-time
Pay: $84,000.00 - $129,000.00 per year

Responsibilities

Lead the month end close process and ensure journal entries are accurate
Review business transactions to confirm GAAP compliance
Prepare presentation ready decks for senior leadership
Gather data, present findings, and explain variances in financial statements
Analyze and evaluate performance to recommend improvements in operations
Respond to requests for ad hoc financial and operational analysis
Develop a deep understanding of user or customer needs and marshal resources to build solutions
Lead and support complex, cross functional process improvement initiatives
Ensure high quality analytical output
Perform other duties and responsibilities as assigned

Minimum Qualifications

Bachelor’s degree in accounting or finance (MAcc or CPA preferred)
Minimum of 2 years of management experience
Strong knowledge of GAAP, SOX, and adherence to financial reporting policies
Solid accounting experience including review of month end close processes
Experience and proficiency with financial systems
Strong business process and data analysis skills
Proficiency in report writing software (Tableau)
Intermediate SQL query writing skills
Understanding of relational database concepts
Advanced computer skills in MS Word, Excel, PowerPoint, and Outlook
FP&A experience preferred

Required Skills

Financial systems and reporting expertise
Complex financial modeling including profitability, pricing, and operations
Report writing software such as COGNOS or Crystal Reports
SQL query writing at an intermediate level
Relational database concepts
Advanced MS Office proficiency (Word, Excel, PowerPoint, Outlook)
Strong business process and data analysis
Team management and delegation capabilities
Presentation development for senior leadership

Preferred or Nice to Have Skills

MBA, CPA, or MAcc certification
Six Sigma experience and training

Experience and Education Context

Years of Experience: Minimum 2 years of management experience
Industry Experience: Healthcare and laboratory services experience is beneficial given the DaVita Labs context
Education Requirements: Bachelor’s Degree in Accounting or Finance required

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Financial Analyst Senior - Finance

Christus Health Irving, TX

1mo ago

Full time Senior Analyst Benchmarking

Senior Analyst Benchmarking

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Job Description

Summary

Conducts research and analysis related to budgeting, financial trends, performance metrics, and forecast data.

Responsibilities

Designs data collection surveys, selects research techniques, interprets data, and defines the analytical methods used for analysis.
Applies statistical and financial principles to prepare reports and provide recommendations on financial trends, business forecasts, and clinic performance; identifies remedial actions as needed.
Acts as project lead, directing tasks, coordinating efforts, and reporting progress upon completion.
Interviews individuals, conducts investigations, researches topics, gathers data, and documents findings.
Evaluates processes, budgets, programs, and practices to maximize operational efficiency.
Prepares documentation to ensure regulatory compliance.
Communicates findings to internal and external stakeholders through presentations supported by charts and graphs.
Prepares and reports on provider performance measures and benchmarking, including compensation reviews and analyses.
Assists in reviewing and analyzing annual budget submissions.
Attends required meetings and serves on committees as requested.
Engages in in-service meetings and educational programs to enhance professional growth.
Follows CHRISTUS Physician Group HIPAA guidelines to prevent or detect unauthorized disclosure of Protected Health Information (PHI) and maintains strict confidentiality.
Uses clear oral and written communication that aligns with the CHRISTUS Mission.
Maintains adherence to CHRISTUS Physician Group policies, procedures, objectives, quality assurance, safety, environmental practices, and infection control.
Executes responsibilities in a manner consistent with the CHRISTUS Mission and Code of Ethics, supporting the group’s cultural diversity objectives.
Supports and adheres to the CPG Service Guarantee.
Performs other related duties as required.

Requirements

Bachelor's Degree

Work Details

Work Schedule: 5 Days - 8 Hours
Work Type: Full Time

Location

Irving, TX 75039

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Financial Analyst Senior - Finance

Christus Health Irving, TX

1mo ago

Full time Senior Analyst Benchmarking

Senior Analyst Benchmarking

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Job Description

Summary

Performs research and analysis related to budgeting, financial trends, performance metrics, and forecast information to support informed financial decision making.

Responsibilities

Defines data collection plans, research methods, data interpretation techniques, and analytical approaches to use for analysis projects.
Utilizes statistical and financial principles to prepare reports, identify trends, project business performance, and assess clinic operations. Recommends corrective actions when needed.
Serves as project lead, directing work, assigning duties, coordinating efforts, and tracking completion.
Interviews individuals, conducts investigations, gathers data, and documents findings.
Evaluates processes, budgets, programs, and practices to maximize operational efficiency.
Prepares documentation to ensure regulatory compliance.
Communicates findings internally and externally through presentations that incorporate charts and graphs.
Produces provider performance measures and benchmarking reports, including compensation analysis.
Supports the review and analysis of annual budget submissions.
Attends required meetings and participates in committees as requested.
Engages in professional growth through in-service sessions and educational programs.
Adheres to CHRISTUS Physician Group HIPAA guidelines to prevent unauthorized disclosure of Protected Health Information (PHI) and maintains strict confidentiality.
Maintains compliance with CHRISTUS Physician Group policies, procedures, objectives, quality assurance, safety, environmental, and infection control standards.
Communicates ideas clearly and professionally, aligning with the CHRISTUS Mission.
Supports and adheres to the CPG Service Guarantee.
Performs other related duties as required.

Requirements

Bachelor's Degree

Work Schedule

5 Days - 8 Hours

Work Type

Full Time

Location

Irving, TX 75039

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Financial Advisor - Career Changer - Columbia

Northwestern Mutual Columbia, MO

1mo ago

$75k - $150k/yr Full time Advisor Career Changer

Advisor Career Changer

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Job Description

Overview

Northwestern Mutual Columbia is seeking Financial Advisors who want a long-term career helping individuals, families, and business owners plan their financial futures. This full-time role includes training support, a clear six-figure career path, and a Career Development Program to build expertise in financial planning, investments, insurance, and wealth management while you grow your own client base. This position combines entrepreneurship with the backing of a Fortune 100 company to support your professional growth. Location: Columbia, MO.

Why Northwestern Mutual

Proven advisor training and development program
Industry leading financial planning tools
Mentorship from experienced advisors
A nationally recognized brand and reputation
Unlimited earning potential tied to performance

What You’ll Do

Build relationships with individuals, families, and business owners
Conduct financial needs analysis and identify client goals
Develop customized financial plans including retirement planning, investment strategies, life insurance protection, wealth management, estate planning strategies, and business planning solutions
Educate clients on financial concepts and strategies
Grow your practice through referrals, networking, and community involvement
Maintain ongoing relationships and provide long-term financial guidance

Ideal Candidate

Successful candidates often come from backgrounds such as:

Sales or business development
Recruiting or client relationship management
Banking or financial services
Athletics or competitive environments
Entrepreneurship

You may be a strong fit if you:

Are highly motivated and goal-oriented
Enjoy building relationships and networking
Want control over your income and career growth
Thrive in a performance-based environment
Are looking for a long-term professional career
Bachelor’s degree preferred but not required

Training & Licensing Support

No prior financial industry experience required. We provide:

Comprehensive advisor training program
Mentorship and coaching from experienced financial advisors
Support for licensing including:
Life and Health Insurance License
Series 6 / 7
Series 63 / 65 / 66

You’ll develop the knowledge and skills needed to become a trusted financial advisor.

Compensation & Benefits

Income Potential: This is performance-based compensation. First-year advisors commonly earn $80,000 – $120,000+ and long-term advisors often earn six figures and beyond.

Medical, dental, and vision coverage
Retirement savings options
Professional development opportunities
Leadership and management career paths

About Northwestern Mutual – Columbia

Northwestern Mutual advisors help clients build financial plans that create long-term confidence and security. Our Columbia office emphasizes mentorship, professional development, and building practices that can endure for decades.

Apply Today

If you are seeking a career where you can make a meaningful impact while developing a high income profession, we encourage you to apply. Start building your future with Northwestern Mutual Columbia.

Job Details

Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits: Dental insurance, Flexible schedule, Health insurance, Paid time off, Parental leave, Vision insurance
Education: Associate (Required)
Work Location: In person
Location: Columbia, MO