Financial Modeling Jobs

The Financial Consultant role at WealthBridge Financial Group involves partnering with clients to understand their financial goals and delivering tailored investment, retirement, and wealth management strategies. Key responsibilities include utilizing advanced analytics to assess client needs, developing comprehensive action plans, and collaborating with industry experts to provide informed solutions. The position appeals to results-driven professionals by offering a supportive team environment focused on long-term client relationships and professional growth. The company provides extensive benefits including top-tier health coverage, a 401(k) match, and ongoing training opportunities to foster career development.

This intensive one-year training program combines classroom instruction with professional internships for young adults seeking to launch their careers. Participants receive personalized coaching and mentorship while developing technical and business skills in areas such as financial operations, IT support, and project management. The role includes a structured internship placement at leading organizations in the Providence area, offering hands-on experience in real-world business environments. The program is appealing due to its comprehensive support system, which covers resume building, networking, and career guidance, resulting in high employment rates for graduates. The position requires full-time availability Monday through Friday and is designed for individuals who have not yet obtained a bachelor's degree.

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

The Field Security Manager role at Brosnan Risk Consultants oversees security operations for a financial services program in Chicago, utilizing a matrixed protocol of fixed, floating, and mobile patrols. Key responsibilities include recruiting and developing security personnel, ensuring statutory and contractual compliance, managing equipment inventory, and engaging with clients on local and national scales. The position offers a clear path for internal promotion within a culture that values diversity and supports career growth from entry-level officer to senior leadership. The role involves regular collaboration with external clients and internal senior management, providing a challenging environment for professionals with military, law enforcement, or security supervisory backgrounds.

The Financial Solutions Specialist role in Canton focuses on delivering exceptional member experiences within a credit union branch. Key responsibilities include conducting enthusiastic interactions to uncover financial needs, providing education on products and services, and processing transactions such as deposits, withdrawals, and loan applications. The position also involves building long-term relationships through active listening and ensuring compliance with federal regulations. This opportunity is appealing for individuals seeking a collaborative environment that values adaptability and futuristic thinking. The role offers a chance to contribute to members' financial success while developing expertise in lending practices and community outreach within a supportive team structure.

The Financial Solutions Advisor role serves clients in the South Austin and North San Antonio areas to help them achieve their financial goals through customized investment and banking strategies. Key responsibilities include building comprehensive financial plans, recommending brokerage products such as stocks and bonds, triaging client leads, and referring clients to appropriate internal partners based on their needs. The position requires holding Series 7 and 66 licenses and involves managing client relationships while adhering to regulatory standards. This opportunity appeals to professionals seeking a career with growth potential within an inclusive culture that values responsible growth and community impact. The role operates on a hybrid basis with specific in-office attendance requirements and includes rotating Saturday shifts.

This entry-level Financial Solutions Advisor role at Bank of America focuses on developing future financial leaders through a structured training program. The position involves obtaining industry licenses such as the SIE, Series 7, and Series 66, followed by learning to manage client relationships and provide comprehensive banking and investment solutions. Key responsibilities include conducting client needs assessments, recommending financial strategies, and collaborating with core banking partners to deliver personalized advice. The role is appealing due to its world-class onboarding, dedicated coaching, and clear career progression path into advanced advisory positions. The work arrangement is primarily in-office at a financial center with a hybrid phone-based training phase, requiring a Monday through Friday schedule with rotating Saturdays.

This Financial Advisor role in Fort Myers and surrounding areas involves building a client practice focused on providing purpose-based financial advice, investments, and insurance to a faith-based community. Key responsibilities include developing long-term client relationships, delivering financial workshops, and leveraging a collaborative network of specialists to guide clients through their financial journeys. The position is appealing due to its mission-driven culture that prioritizes generosity and service, offering up to 14 weeks of paid training to obtain necessary licenses. The role provides the stability of a Fortune 500 organization while allowing for schedule flexibility and a collaborative environment where advisors can control their professional growth and work-life balance.

This entry-level Financial Solutions Advisor role in the Scottsdale area serves as a registration candidate program designed to launch careers in financial advisory. The position involves obtaining essential industry licenses, including the SIE, Series 7, and Series 66, through dedicated training and coaching. Key responsibilities include building client relationships, analyzing complex financial needs, and providing comprehensive advice on banking and investment solutions. The role appeals to candidates seeking a structured career path with world-class onboarding, opportunities for rapid advancement to Stage II, and the ability to impact clients' financial lives. The work arrangement is primarily in-office at a financial center with a hybrid phone-based training phase, operating on a Monday through Saturday schedule.

This entry-level Financial Solutions Advisor role in the OC West Market focuses on developing professionals to guide clients through complex financial needs. The position begins with a structured training program where candidates earn essential industry licenses, including the SIE, Series 7, and Series 66. Key responsibilities involve building client relationships, identifying financial goals, and recommending comprehensive banking and investment solutions. The role appeals to individuals seeking a clear career path with dedicated coaching, world-class training, and opportunities to advance within the organization. The work arrangement is primarily in-office at a financial center, with some initial phone-based training, operating on a standard full-time schedule including rotating Saturdays.

This entry-level Financial Solutions Advisor role in the North Orange County area serves as a registration candidate position within Bank of America's financial center network. The role focuses on obtaining essential industry licenses, including the SIE, Series 7, and Series 66, while learning to build client relationships and provide comprehensive banking and investment solutions. Key responsibilities include conducting client needs assessments, collaborating with core banking partners, and delivering personalized financial advice to diverse customer groups. The position is appealing due to its structured training program, dedicated coaching from Academy managers, and a clear career progression path from Stage I to Stage II and beyond. The work arrangement requires an in-office presence at a financial center with a schedule including weekdays and rotating Saturdays, fostering a collaborative environment focused on responsible growth and community impact.

This Financial Solutions Advisor role supports clients in the Annapolis and Salisbury, Maryland areas by developing customized financial plans and recommending investment strategies. The position involves triaging client leads, referring customers to specialized partners based on their needs, and engaging new prospects to build a robust pipeline. Candidates will work within an in-office environment to foster strong client relationships while managing risk and completing required industry licenses. The role appeals to self-disciplined individuals seeking career growth within a collaborative culture that prioritizes responsible growth and community impact.

This entry-level Financial Solutions Advisor role at Bank of America focuses on developing a career in financial advisory within the Park Slope area. The position begins with a structured training program where candidates earn essential industry licenses, including the SIE, Series 7, and Series 66. Key responsibilities involve building client relationships, analyzing complex financial needs, and providing comprehensive banking and investment solutions to diverse customers. The role appeals to individuals seeking a clear path for professional growth, offering dedicated coaching, world-class onboarding, and opportunities to advance into senior advisory positions. The work arrangement is primarily in-office at a financial center with a standard full-time schedule that includes rotating Saturdays.

This full-time Financial Security Officer role is based in Chicago and focuses on a high-energy mobile patrol program within the financial sector. The position involves conducting strategic patrols to deter theft and vandalism, maintaining a professional customer-friendly presence, and generating accurate incident reports. Key responsibilities include operating security vehicles and equipment while reacting calmly to complex situations. The role appeals to candidates seeking a career with clear advancement opportunities, as the company actively promotes from within to leadership positions. Employees benefit from a supportive culture that values diversity, along with medical, dental, vision coverage and a company-matched 401K. The position requires a valid driver's license, specific security certifications, and a background in law enforcement or military service.

This entry-level Financial Solutions Advisor role in Middlesex focuses on developing future banking leaders through a structured training program. The position involves obtaining essential securities licenses, learning to build client relationships, and providing comprehensive financial advice to diverse customers. Key responsibilities include mastering investment solutions, collaborating with banking partners, and managing client portfolios within a financial center environment. The role is appealing due to its world-class onboarding, dedicated coaching, and clear career progression path into advanced advisory positions. While the position requires in-office attendance with rotating Saturday shifts, it offers a supportive culture focused on professional growth and the opportunity to serve a broad client base.

The Associate Provost for Financial Planning and Operations serves as a senior leader within the Academic Affairs division at UMass Amherst, reporting to the Vice Provost for Administration and Finance. This onsite role involves overseeing approximately $300 million in annual funds, directing budgeting, financial planning, procurement, and data analytics for the Provost's Office and academic units. Key responsibilities include managing multi-year commitments, supervising the Finance and Operations Service Center, and providing strategic financial guidance to Deans and Department Heads. The position offers the opportunity to shape institutional strategy, lead high-level operational initiatives, and foster a collaborative environment within a prestigious university setting.

The Financial Solutions Advisor role at Bank of America supports clients in the Pioneer Valley Market by delivering comprehensive financial advice and customized investment strategies. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads to connect them with appropriate internal partners, and identifying new business opportunities through referrals. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and employee wellness. The role operates on a hybrid schedule with specific in-office requirements and includes rotating Saturday shifts to accommodate client needs.

This Financial Consultant role is based in Bellevue, Washington, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform. Key responsibilities include engaging clients face-to-face to provide personalized financial planning, offering guidance on complex investment strategies, and helping customers achieve their retirement goals. The role appeals to professionals seeking long-term growth through extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes holistic well-being. While the position requires specific FINRA licenses, the company provides the resources and open architecture tools necessary for success in this client-centered environment.

The Financial Consultant role at Fidelity Investments supports the Boston-based team by delivering strategic financial guidance and services to clients. Key responsibilities include conducting comprehensive financial planning, developing tailored investment strategies, managing client portfolios, and educating customers on various financial products while ensuring regulatory compliance. The position appeals to professionals seeking to leverage extensive resources and a vast array of financial tools to help clients achieve their long-term goals. The role offers a collaborative environment with a focus on building lasting client relationships and provides a comprehensive benefits package including medical, dental, vision, and life insurance.

This Financial Consultant role is based in Roslyn, NY, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, allowing the consultant to create complex financial plans and offer personalized guidance. Key responsibilities include engaging clients face-to-face, recommending investment strategies, and supporting customers in achieving their retirement goals using an open architecture platform. The role is appealing due to the company's stable industry leadership, extensive training programs, and a culture that prioritizes professional growth and holistic well-being. Candidates benefit from tuition reimbursement for certifications and a supportive environment designed for long-term success. The position requires relevant FINRA licenses and a background in building client rapport.

This Financial Consultant role is based in Roslyn, NY, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing the firm's institutional feeders and open architecture platform. Key responsibilities include engaging face-to-face with customers to provide personalized financial planning, offering guidance on complex investment strategies, and supporting clients in achieving their retirement goals. The role appeals to professionals seeking a stable industry leader that empowers growth through comprehensive training, tuition reimbursement, and a collaborative culture. The work arrangement is primarily on-site, requiring strong interpersonal skills and relevant FINRA licensing to deliver exceptional client experiences.

This senior tax role within a top thirty national CPA firm focuses on serving dealership and partnership clients in the Midwest. The position involves preparing complex tax returns, advising on partnership structures, and managing client relationships while leveraging a strong background in public accounting. The role is appealing due to its emphasis on work-life balance, offering a fully remote arrangement, flexible hours, and a supportive culture that values employee well-being. Candidates benefit from generous time off including winter breaks, comprehensive health coverage paid entirely by the firm, and opportunities for long-term career growth within a large organization that maintains a small-company feel.

This Associate role within the Corporate & Investment Bank focuses on financial control for credit trading markets. The position ensures the accuracy and integrity of the firm's books and records by managing general ledger reconciliations, balance sheet substantiation, and inter-entity governance. Key responsibilities include analyzing variances between systems, overseeing month-end and quarter-end financial consolidations, and preparing primary financial statements for regulatory filings. The role appeals to candidates seeking to act as a subject matter expert on trading economics and accounting policies while driving process enhancements. It offers a collaborative environment working closely with middle office, technology, and business managers to strengthen the overall control framework.

The Financial Controller role operates within SPIE Global Services Energy, a major international subsidiary of the SPIE Group focused on the energy production infrastructure value chain. The position involves full ownership of the month-end close process, preparation of statutory and management accounts, and ensuring compliance with UK accounting standards and group policies. Key responsibilities include managing the finance team, overseeing balance sheet integrity, coordinating external audits, and supporting budgeting and forecasting efforts. This opportunity appeals to candidates seeking to lead financial operations within a fast-paced, growing renewable energy organization. The role offers a permanent full-time arrangement based in Skelton-in-Cleveland, UK, with access to a comprehensive benefits package including pension contributions, private health insurance, and share schemes.

This entry-level Financial Analyst role supports corporate accounting and financial reporting functions for a Fortune 500 manufacturing client in Connecticut. The position involves assisting with SEC reporting processes, preparing GAAP-based financial statements, and participating in monthly and annual close activities. Key responsibilities include performing financial analysis of key accounts, supporting lease accounting disclosures, and contributing to internal control documentation and testing. The role offers a high-visibility opportunity for junior accountants or Big 4 associates to transition into industry within a stable environment. It is particularly appealing due to the strong mentorship available, the potential for long-term career growth, and the chance to gain exposure to complex accounting areas like impairment analysis and global operations.