Financial Closings Jobs

This senior technology role within the Prospect and Client Management team at LPL Financial focuses on leading the design and development of high-volume, low-latency applications for mission-critical systems. The position involves collaborating with product owners to translate business needs into technical solutions, coordinating with architecture and infrastructure leaders to optimize delivery speed, and coaching teams through the software development lifecycle. The role appeals to candidates seeking a collaborative environment where they can drive innovation while supporting the firm's mission to empower financial advisors. The position offers a hybrid work arrangement and provides opportunities for professional growth within a culture that values integrity, creativity, and continuous improvement.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to ensure timely reporting and educating them on plan administration. The role appeals to those seeking professional growth through accelerated training and a clear path to becoming a Retirement Plan Administrator. It offers a flexible work-from-home environment, a culture of shared ownership as the company transitions to an ESOP, and opportunities for career advancement within a supportive, inclusive team.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a culture that values ownership, adaptability, and continuous learning. Employees benefit from comprehensive training, a clear path for promotion, and a supportive environment that emphasizes work-life balance and inclusive collaboration.

This remote sales agent role supports a rapidly growing insurance company recognized for its top-tier culture and consistent expansion. The position focuses on connecting with warm leads to schedule virtual meetings and close insurance deals using provided technology tools. Key responsibilities include collaborating with mentors, presenting tailored solutions, and maintaining professional integrity. The role appeals to driven individuals seeking a flexible schedule with a condensed 3-4 day work week and the opportunity to earn rewards through all-expense-paid travel. It offers a supportive environment with no cold calling, allowing professionals to work from anywhere while pursuing significant personal and career growth.

This remote sales agent role supports a rapidly growing insurance company recognized for its top-tier culture and consistent expansion. The position focuses on connecting with warm leads to schedule virtual meetings and close tailored insurance solutions using provided technology. Key responsibilities include collaborating with mentors, maintaining professional integrity, and driving sales growth within a flexible three-to-four-day work week. The opportunity appeals to driven individuals seeking uncapped earning potential, all-expense-paid travel rewards, and a supportive environment that prioritizes work-life balance without cold calling or mandatory office attendance.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a culture that values ownership, adaptability, and continuous learning. Employees benefit from comprehensive training, a supportive environment with significant promotion opportunities, and a flexible work arrangement that allows them to operate from a designated home office.

This Sales Operations & Business Analytics Intern role supports the sales organization at a growing PEO company through data analysis and operational initiatives. The position involves tracking and reconciling commission data within CRM systems, building reports and dashboards using Excel and Power BI, and validating sales data to drive decision-making. The intern will also assist with competitive research and maintain system accuracy while collaborating with cross-functional teams. The program offers a flexible schedule of 30 to 40 hours per week in Saint Petersburg, Florida, with opportunities for extended engagement. Key appeals include hands-on experience with real business data, weekly gatherings with leadership, and a supportive environment designed to facilitate a smooth transition into a professional career.

This Analyst role on the WealthAG Analytics team supports a call center-based advisory business by transforming data into actionable insights for financial advisors. Key responsibilities include developing machine learning prototypes, creating data alerts and reports, and collaborating with cross-functional partners to optimize business processes. The position offers a dynamic environment where early-career professionals can build core skills in data science and visualization while learning how analytics drives financial outcomes. The role appeals to detail-oriented individuals seeking mentorship and growth within a collaborative culture that values innovation and client success. This is a hybrid opportunity combining hands-on technical work with strategic business exposure.

The Branch Support Specialist role serves as a key point of contact for members across multiple Michigan locations, providing comprehensive credit union services. Key responsibilities include managing lobby traffic, assisting with account services and loans, resolving member concerns, and educating clients on financial well-being. This position offers a temporary travel requirement to various branch sites until the new Commerce Branch opens in 2026. The role is appealing due to the organization's mission-driven culture focused on empowerment and community involvement, along with a comprehensive benefits package that begins on day one. The environment supports professional growth through tuition reimbursement and ongoing development opportunities, making it ideal for individuals seeking a collaborative, growth-focused career in financial services.

This entry-level life insurance agent role is a fully remote position within the financial services division of InsuraTec Services Group. The position focuses on building client relationships and converting provided leads into sales without the need for cold calling or network marketing. Key responsibilities include understanding client needs to provide tailored insurance solutions, achieving sales targets through effective communication, and participating in comprehensive training programs to obtain necessary licensing. The role appeals to self-motivated individuals seeking a flexible schedule that supports a healthy work-life balance. It offers a supportive environment with ongoing mentorship and clear opportunities for career advancement for high performers.

The Client Experience & Retention Manager role at Wesley Financial Group leads the strategic vision and daily operations of the Client Retention department within the Client Support team. Key responsibilities include analyzing Salesforce data to drive retention strategies, developing operational playbooks for complex dispute resolution, and mentoring a team to deliver exceptional client outcomes. The position offers a collaborative onsite environment with a strong emphasis on professional growth, work-life balance, and a supportive culture that values innovation and empathy.

The Public Finance Analyst role supports municipal financing initiatives within Stifel's investment banking division. Key responsibilities include developing financial and debt models for new bond issues, researching local government capital needs, and assisting in the creation of client pitch books and marketing materials. The position offers an appealing entrepreneurial environment with a strong emphasis on professional growth through junior banker training and mentorship. While the role requires some travel and flexibility for business hours, it provides a collaborative culture where associates can build direct client relationships and develop technical skills in a global firm with over 130 years of history.

The Office Coordinator role at Trilogy Financial supports daily branch operations as the central point of contact for senior leadership, advisors, and clients. Key responsibilities include managing administrative workflows such as scheduling, processing account transfers, and maintaining confidential records while serving as a liaison between the branch and the Service Center. The position requires bilingual communication skills in English and Spanish to effectively coordinate with diverse stakeholders. This full-time, in-person opportunity appeals to candidates seeking a collaborative environment with a strong focus on professional growth, mentorship, and a multi-generational team culture. The role offers comprehensive benefits including health coverage, retirement matching, and paid time off within a firm dedicated to long-term career development.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities include communicating progress to clients, educating them on plan administration, and ensuring compliance with IRS and DOL regulations. The role is appealing due to the company's strong culture of ownership as it transitions to an ESOP structure, offering significant career growth with over 20% of staff promoted in recent years. Employees benefit from comprehensive training, flexible work arrangements, and a supportive environment that values adaptability and connection.

This fully remote Retirement Plan Operations Specialist role supports a team dedicated to empowering entrepreneurs by administering 401(k) plans. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a company transitioning to an Employee Stock Ownership Plan, offering a culture of shared accountability and ownership. Employees benefit from comprehensive training, a supportive environment focused on career advancement, and the flexibility to work from a designated home office.

This independent contractor sales role involves promoting insurance coverage to clients nationwide through online and phone interactions. The position focuses on engaging prospects, gathering needs information, and scheduling virtual appointments to facilitate instant approvals. The role appeals to self-starters seeking a flexible schedule with minimal supervision in a rapidly growing, supportive environment. Key benefits include comprehensive healthcare options and the potential for all-expenses-paid incentive trips based on performance. The position is fully remote with no travel requirements.

The Loan Sales Specialist role at OneMain Financial involves providing accessible financing solutions to customers in a branch setting. Team members engage with clients to assess their needs, present tailored loan options, and manage the entire loan lifecycle including collections activities while ensuring regulatory compliance. The position requires multitasking across various communication channels and educating customers on loan terms and optional products. This opportunity is appealing due to its clear path for career advancement into leadership roles such as Branch Manager, supported by robust training programs. The company fosters a supportive culture focused on professional development and community impact, offering a comprehensive benefits package including health insurance, retirement matching, and paid time off. The role is based on-site with standard business hours and occasional extended availability.

The Loan Acquisition Specialist role at OneMain Financial involves providing accessible financing solutions to customers in a branch setting. Team members engage with clients through various channels to assess needs, present tailored loan options, and manage the entire loan lifecycle including collections activities while ensuring regulatory compliance. The position is appealing due to its clear path for career advancement into leadership roles such as Branch Manager, supported by robust training programs and a supportive culture focused on community impact. The role offers a full-time schedule with opportunities for professional growth, comprehensive benefits including health coverage and retirement matching, and the chance to make a tangible difference in customers' financial well-being.

This full-time General Manager role leads daily restaurant operations within the Community Choice Financial Family of Brands. The position oversees all facets of management, including staffing, scheduling, inventory, and cash controls, while ensuring strict adherence to food safety and brand standards. Key responsibilities involve managing P&L and budgeting to achieve financial targets, coaching team members to foster a high-performance culture, and utilizing performance data to drive continuous improvement. The role appeals to driven leaders seeking to build a supportive, inclusive environment aligned with community values. The position offers a comprehensive benefits package including medical, dental, vision, and life insurance, along with a 401k plan.

This Insurance Sales role at Spieldenner Financial Group positions the candidate as a business partner dedicated to revolutionizing the mortgage protection industry. The position involves setting appointments with potential clients, researching their financial needs to customize coverage options, and meeting with families virtually or in-person to present solutions. Administrative duties include following up with insurance carriers to facilitate applications. The role appeals to coachable, self-disciplined individuals with a passion for people, offering a flexible work arrangement that allows for both virtual and in-person client interactions. The company emphasizes a culture of personal development and generational impact, focusing on protecting clients' largest assets while fostering professional growth.

This hybrid Test Automation Engineer Intern role supports the test automation team at SHAZAM, a company dedicated to strengthening financial institutions. The position involves scheduling and executing automated test scripts, documenting test results for metrics and reporting, and participating in cross-departmental project teams. The role is ideal for students actively pursuing degrees in Computer Science, Software Engineering, or MIS with programming experience in Java or C-based languages. The opportunity offers a unique blend of a small-company culture within a national organization, emphasizing professional development and career growth. Employees benefit from a mission-driven environment that values innovation and community impact, along with a flexible hybrid work arrangement based in Des Moines, Iowa.

This full-time Bilingual Credit Risk Associate role within MUFG's Japanese Corporate Banking team focuses on portfolio management and underwriting for complex non-investment grade clients. Key responsibilities include conducting due diligence, performing credit risk analysis, managing covenant compliance, and supporting deal structuring for structured finance transactions. The position requires fluency in Japanese and offers a hybrid work arrangement with four days on-site and one day remote. The role is appealing for its opportunity to work with a globally trusted financial group, engage in high-impact strategic risk management, and receive mentorship while developing expertise in international corporate lending.

The Associate Fund Accountant role is based in the Denver office with a hybrid work arrangement requiring on-site presence at least six days per month. This position supports a global financial services team by calculating daily Net Asset Values and ensuring accurate fund pricing for clients. Key responsibilities include preparing fund reports such as cash forecasts and reconciliations, reviewing trading and general ledger activity, and analyzing complex investments including derivatives and international securities. The role appeals to candidates seeking exposure to modern platforms and large-scale enterprise environments while working alongside industry experts. Opportunities for professional growth are supported by a collaborative culture and comprehensive benefits focused on employee wellbeing and development.

The Inventory Accounting Manager role oversees financial data integrity for a large division, managing end-to-end accounting for inventory, cost of goods sold, and margin analysis. Key responsibilities include leading monthly financial closes, ensuring US GAAP compliance for inventory valuation, and building SOX-compliant internal controls from the ground up. The position requires partnering with cross-functional teams to investigate cost variances, automate processes, and serve as the primary liaison for physical inventory counts. This hands-on people management role offers the appeal of working within a fast-paced, collaborative culture that values innovation and professional growth. The position supports career development through structured training and provides a comprehensive benefits package, operating within a global environment that connects the world through technology infrastructure.

The Director of Revenue Cycle leads financial operations for a multi-specialty medical practice in Princeton, overseeing end-to-end revenue management including billing, collections, and payer relations. Key responsibilities involve developing strategic financial plans, analyzing performance data for executive reporting, managing team development, and ensuring regulatory compliance. This role appeals to candidates seeking a leadership position within a compassionate, growing organization that offers a comprehensive benefits package including vacation time and retirement plans. The position is fully on-site, requiring daily collaboration with clinical and administrative teams to drive operational efficiency and financial growth.