Senior Financial Advisor Salary at Timothy Financial Counsel Inc BETA

Our client is a private equity-owned global design, engineering, and manufacturing company selling product solutions to the appliance, automotive, and HVAC industries. We are an industry leader in advanced flow control components and systems for water, gas, and other fluids to help build extraordinary products that improve safety, comfort, health, and happiness. We are seeking a Senior Financial Analyst who will be responsible for financial analysis support of the aftermarket business segment and global commercial team. Role will also contribute to monthly management reporting, prepare ad hoc analysis, and participate in projects as needed. Specific job duties include: Work with segment sales leaders and plant controllers as appropriate to consolidate and analyze revenue and EBITDA bridges Lead and facilitate cross functional meetings Serve as primary/initial point of contact with sales leaders on financial matters and related questions Leverage statistical and operational data to draw

Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain expo

Job Description Job Title: Deputy Chief Compliance Officer Location: Wheaton, IL (Onsite) Compensation: $140K-170K+ Bonus Skills: Securities Compliance, Strong knowledge of SEC Rules (including Investment Company Act of 1940 and Investment Advisers Act of 1940) We are a trusted Financial Services company that needs an experienced Deputy Chief Compliance Officer to join our team. If you have 10+ years of experience and a passion for investment adviser and investment company compliance, then this may be a perfect fit for you! In this role, you will: Review fund and affiliate compliance policies and procedures. Identify, analyze and mitigate risks by developing new/ improving existing compliance procedures. Supervise compliance testing and ensure compliance of affiliates, fund sub-advisors and service providers. Manage and review quarterly compliance reporting and findings to the Chief Compliance Officer and Board of Trustees. Review and revise existing compliance policies and procedures.

Senior Financial Analyst Well-respected global company is seeking a Senior Financial Analyst. This organization has gone through explosive growth over the last few years, mainly due to acquisition, which has lead to the creation of this newly created role. Why Work for the Company/Take the Senior Financial Analyst Role: Great leadership Fast growing company- lots of opportunity to make this role your own and pave your career Competitive base, bonus, PTO and 401k matches Company outings and events The company gives back to the community Ability to move into other areas of the company Quick promotions A progressive, forward-thinking company that is constantly looking for ways to improve Tech-forward company Responsibilities and Duties of the Senior Financial Analyst: Prepare monthly, quarterly and annual reports- assisting in the analysis of financial information to determine present and future financial performance, including coordinating monthly reporting, quarterly forecasting and ann

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empow

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empow

Job Description Job Description JOB TITLE: Associate Advisor- W2 EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team LOCATION: Denver, CO and Chicago, IL REPORTS TO: Lead Advisor EFFECTIVE DATE: 10/1/2024 SUMMARY: This position works directly with Partner/Senior Financial Advisor who is based in Los Angeles, but travels back and forth. Responsibilities include helping Partner/Senior Financial Advisor bringing on new business; assisting with generating new referrals from Fidelity and Schwab; assisting with fielding incoming referrals from Fidelity and Schwab; servicing new and existing clients; conducting client portfolio reviews for existing clients in CO, ID, WY and MT; communicating and executing portfolio trades and rebalancing; creating and presenting comprehensive retirement plans using eMoney; assisting in presenting to our custodians (Fidelity and Charles Schwab) and their clients; and all practice management and new business initiatives listed below

Overview: The Senior Treasury Analyst is responsible for providing analytical and technical support for all banking, investment and debt activity as part of the Controller group. This includes managing daily cash flow, forecasting and reporting, risk management, and supporting the development of treasury policies and procedures. Supports all aspects of treasury operations activities, including assisting with the administration and deployment of cash management banking solutions for all business segments of the organization, supporting the cash forecasting process, and monitoring of investment custody accounts in-bound and out-bound funds flow. Also serves as key coordination point for business insurance activities and special projects. Responsibilities: Develops expert knowledge of banking portals and ensures the continued, accurate operation of the company's treasury systems and related data flows; identifies and executes on opportunities to upgrade approaches, tools and processes. Es