Job Search Results for financial services

The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of... More the First Command financial planning software. You will be responsible for: - Respond to incoming questions and requests from Financial Advisors, support staff, and business partners- Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables- Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.- Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market- Contribute to the creation of training content based on experience with variety of support request- Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed- Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)- Develop and maintain deep expertise on financial planning software tools and related FinTech- Coordinate with other home office teams as needed to resolve advisor support requestsWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Position Overview:We are seeking an experienced and results-driven Financial Advisor to join our dynamic sales team. This in-person role is ideal for professionals with a strong background in... More financial services and a passion for building long-term client relationships. There is no cold calling as the marketing support provides a steady stream of pre-qualified leads to help you grow your business.Key Responsibilities:Conduct in-depth consultations to understand clients? financial goals and develop tailored strategies.Present comprehensive financial plans focused on principal protection, income accumulation, and retirement security.Build and maintain strong client relationships through trust, communication, and personalized service.Leverage advanced financial products, including fixed indexed annuities and managed money solutions.Ensure compliance with industry regulations and uphold the highest ethical standards.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated... More advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking an Operations Analyst to assist one of our major financial services client's team with the day-to-day settlements & clearing operations. This candidate would work on the... More Federal Settlements Team in the Fixed Income space. This candidate will monitor queues, including receive/delivery trades that are received from the counterparties at different banks any time there is a trade discrepancy that has been booked. One of the main responsibilities will be to figure out the discrepancies (Price difference, incorrect booking etc.). This person will assist in working through discrepancies to resolve and clear exceptions. This work is on a 3/2 schedule (3 days in, 2 remote).We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

As a Client Services Associate, you?ll be the go-to person for financial advisors on our insurance sales team. With 2-3 years of experience in client service, para-planning, or sales, you?ll play an... More important role in case design, handling inquiries, and providing top-notch service. If you?re passionate about finance and want to grow in the industry, we?re looking for someone like you.What You?ll Do:?Partner with advisors to create annuity case designs using the Bucket Plan Best Interest framework.?Handle the team inbox and call queue, responding to requests quickly and efficiently (we live by the "sundown" rule!).?Log all advisor interactions into our CRM and ensure follow-ups are timely and accurate.?Stay on top of insurance products and industry trends to provide valuable insights.?Gather client info and collaborate with senior team members to resolve challenges and improve service.?Spot new business opportunities and escalate them when necessary.?Take part in training and development to sharpen your skills and grow in the financial services world.?Work with a fun, dynamic team to solve problems and create better experiences for our clients and advisors.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Manager, Financial Reporting will lead the coordination and delivery of financial statements for both regulated and unregulated entities. This role requires strong collaboration across internal... More teams and external auditors, ensuring accuracy, consistency, and timely reporting. It?s ideal for a CPA with solid IFRS experience, strong organizational skills, and the ability to manage high-volume deliverables under tight deadlines.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A large financial organization is seeking a Java Backend Services Developer III for a contract role that will sit hybrid onsite in Cincinnati Ohio. We are in search of a Backend Services Developer... More who excels not only in technical proficiency but also as a proactive problem-solver, critical thinker, and active participant in development as well as architecture. This role is tailored for a dynamic individual who is a seasoned engineer and also has a strong grasp on application architecture who can help drive innovative solutions, engage actively in project planning, and significantly contribute to our implementation processes.As a member of an agile squad, responsible for implementing new features and enabling capabilities using modern software engineering tools and practices. Adheres to practices and standards, set by communities of practice, and contributes to a culture of continuous improvement. Shares responsibility and accountability for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Doing the right thing for customers and colleagues ensures that actions and behaviors drive a positive customer experience.Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. DUTIES AND RESPONSIBILITIES:Implement new features while maintaining overall quality of softwareContribute to a culture of learning by documenting and sharing technical knowledge as a developer on an agile squadParticipate in developer communities of practice by following best practices, participating in code reviews, and sharing knowledgeRemain current on relevant technology trendsParticipate in researching and resolving customer issuesOther duties as assignedWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking to hire a Service Sales Executive over Building Automation to join a large manufacturing company in their Omaha office. The Sr. Sales Executive can expect to work a hybrid... More schedule, where half of their time is spent in front of new and existing clients acting as a consultant by understanding their challenges and recommending services to their building systems. The other half of the time is spent developing scope of work for proposals, adding value to cost reviews, heavily coordinating with field estimators, and participating in sales department meetings, workshops, and seminars. Overnight travel is expected ~10% for training and business development as required based on the assigned territory. The pay range for this position is $85,000 to $105,000 along with a no-cap commission structure. Exact compensation may vary based on several factors, including skills, experience, and education.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

-Bachelors Degree in any field (Psychology, Human Resources, Communications, Finance, CompSci, etc.)-Interest in Banking/Financial Services-Motivated & a strong team-player-Detail-orientedWe are a... More company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a Senior Full Stack Developer with strong AWS expertise to support the end-to-end modernization of a legacy KYC (Know Your Customer) platform. This hybrid role, based in... More Toronto, involves working closely with cross-functional teams and long-standing vendor partners to deliver a robust, cloud-first solution.Key Responsibilities? Lead AWS cloud development for KYC platform components? Redevelop and modernize core elements of the legacy KYC system? Collaborate with QA teams to ensure secure and reliable deployments? Integrate and deploy new KYC modules in partnership with external vendors? Ensure compliance, performance, and security across cloud environmentsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less