Top 32 Financial professional Jobs in Cary, Nc

Charter School Financial Professional
PRESTIGE SCHOOL SOLUTIONS LLC —Raleigh, NC
- $50,000 - $80,000 a year
- Remote
- CPA
- Data analysis skills
- Mid-level
- 401(k)
Quick Apply
Financial Advisor - Raleigh, NC
Thrivent —Raleigh, NC
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor/Wealth Manager - Raleigh
Florida Financial Advisors —Raleigh, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Entry-Level Financial Sales Professional
Equitable Advisors —Raleigh, NC
- $24,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Durham, NC
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
7d
Voya Financial Advisors Raleigh
Voya Financial Advisors —Raleigh, NC
- Full-time
- Mid-level
- 403(b)
Associate Financial Professional
Stone Press Financial Group —Raleigh, NC
- $80,000 a year
- Hybrid work
- CPA
- Computer literacy
- Mid-level
Quick Apply
Financial Services Professional - Hybrid Remote (NC)
Bankers Life —Raleigh, NC
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Raleigh, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
NC-Chapel Hill Financial Services Professional
AMERICAN SENIOR BENEFITS LLC —Chapel Hill, NC
- $79,999 - $125,000 a year
- Full-time
- Mid-level
- Business development
- Leadership
Financial Professional
Equitable Advisors —Raleigh, NC
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Bank of America —Raleigh, NC
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Services Representative
Professional Financial Services —Garner, NC
- Full-time
- Driver's License
- Financial services
- Communication skills
- Profit sharing
- Paid holidays
Quick Apply
Inside Sales Account Representative - Financial Services
SAS —Cary, NC
- Computer Science
- Marketing
- 5 years
- Health savings account
- Paid holidays
2d
Financial Advisor
First Command Financial Services, Inc. —Raleigh, NC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Account Representative – State Farm Agent Team Member
Miles Cooper - State Farm Agent —Raleigh, NC
- $35,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid time off
- Opportunities for advancement
Quick Apply
Financial Representative - Transitioning Military
Northwestern Mutual —Raleigh, NC
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Financial Representative Development Coach
Northwestern Mutual - North Carolina —Raleigh, NC
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor I - South Square Financial Center
Bank of America —Durham, NC
- Full-time
- Background check
- Writing skills
- Office
Financial Services Representative Platform Sales - Fuquay Varina
First Citizens Bank —Fuquay-Varina, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
6d

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Charter School Financial Professional

PRESTIGE SCHOOL SOLUTIONS LLC
Raleigh, NC

Quick Apply

Job Details

$50,000 - $80,000 a year

Benefits

401(k)

Qualifications

Customer communication
In-person customer service
Accounting and finance experience

Full Job Description

CHARTER SCHOOL FINANCIAL PROFESSIONAL CAREER DESCRIPTION AND EXPECTATIONS

Prestige School Solutions, LLC

Location

**This is a remote position. Travel is periodic. Occasional overnights

About Us

Prestige School Solutions is the premier back-office accounting firm in the southeast. We are seeking candidates that want to win at work and succeed in life. If you are the type of person that reaches for what is next and gives it your all when you are on the clock, we'd like to see if you have what it takes to succeed on our team. Send us your resume if you want to take the first step towards joining a rapidly growing company where the best teammates participate in the success of the organization.

Main Office Location

230 Spindale St., Spindale, NC 28139

Description of Position

The Charter School Financial Professional (Consultant) is a career-oriented position created to enhance the quality of the services provided to clients of Prestige School Solutions. The Consultant is accountable to and receives direction from the company's Leadership Team. The Consultant works collaboratively with the firm's partners and with fellow consultants and data entry personnel.

The position will require a focus on the quality of the output produced by Prestige School Solutions and includes:

Â· Knowledge and experience in governmental and/or non-profit accounting

Â· Overseeing the proper coding of all payroll, accounts payable, cash receipts, cash disbursements and other accounting transactions related to assigned charter school clients

Â· Communicating with assigned charter school clients and their agents, vendors and employees

Â· Overseeing the timely and proper processing of all assigned client payroll (and related taxes and insurance transactions) as well as scheduling payment of accounts receivable

Â· Monitoring client budgets

Â· Preparing monthly financial reports for client board members and school managers

Â· Maintaining real-time financial dashboards of client schools

Â· Attending client board meetings (virtually) to deliver budget reports and respond to questions from board members.

Â· Creating, reviewing and analyzing client operating budgets on a monthly basis

Â· For those clients that are facing budget shortfalls, the Consultant will develop strategies to remedy shortfalls and provide competent advice and counsel to the client regarding the implementation of said strategies

Â· Other duties as assigned by the Leadership Team.

Expectations

The following are established expectations for the Consultant:

1. Be honest at all times;

2. Develop and nurture an ongoing understanding of the nature of a professional position with Prestige School Solutions through observation and inquiry of colleagues, participating in continuing education and reading relevant books and periodicals;

3. Investing the time and effort necessary to master the systems used by Prestige School Solutions to serve its clients;

4. Share knowledge, discoveries and expertise with co-workers and supervisors in an effort to build the skill-set of all team members;

5. Work collaboratively and cooperatively with colleagues and extend deference to more experienced colleagues from whom valuable leadership traits can be gleaned;

6. Earn the respect of the Senior Partners, the Leadership Team, fellow consultants and non-management personnel by demonstrating the qualities of a servant leader and leading by example;

7. Fully commit to the growth, prosperity and success of Prestige School Solutions;

8. Preserve the key assets of Prestige School Solutions including clients and their contracts;

9. Earn the respect of clients through a mastery of budgeting, fiscal management and analysis. Promote and foster long-term relationships with clients of Prestige School Solutions by making Prestige School Solutions and the services that the company provides indispensable to the client;

10. Provide constructive input to the Senior Partners.

11. Provide productive feedback and guidance to colleagues;

12. Facilitate the audit process for each assigned school by maintaining accurate and reliable financial records for assigned client schools;

13. Always speak positively of others with whom the Consultant works including co-workers and clients, even in the face of more challenging personalities;

14. Contribute to a culture of positive reinforcement, encouragement and respect.

These expectations are broadly offered and broadly defined and will serve as the basis of evaluation of the Consultant's job performance.

Accountability

The Consultant will be ultimately accountable to the Supervising Consultant of Prestige School Solutions and will be evaluated by the same.

Compensation

Base salary range from $50,000- $80,000 depending upon experience. In addition to your base salary, benefits include participation in company-sponsored benefit programs, bonus and incentive opportunities, flexible paid sick and personal leave time, participation in company-sponsored 401k, being part of an amazing company culture, the ability to work remotely and considerable autonomy.

Education/Experience Requirements

The successful candidate will have at least 3-10 years of experience in an accounting, bookkeeping, finance or banking field and an advanced degree in any of the applied business sciences fields (accounting, banking, information technology, management, etc.). Preferred candidates will have a CPA license.

Candidates must be eligible for fidelity bonding (as determined by a satisfactory consumer-credit rating), possess superior customer service and communication skills and have exceptional attention to detail.

Quick Apply

Refine Your Search

financial professional jobs in cary, nc

Charter School Financial Professional

Financial Advisor - Raleigh, NC

Financial Advisor/Wealth Manager - Raleigh

Entry-Level Financial Sales Professional

Associate Financial Advisor

Voya Financial Advisors Raleigh

Associate Financial Professional

Financial Services Professional - Hybrid Remote (NC)

Entry Level – Financial Advisor

NC-Chapel Hill Financial Services Professional

Financial Professional

Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market

Financial Services Representative

Inside Sales Account Representative - Financial Services

Financial Advisor

Financial Account Representative – State Farm Agent Team Member

Financial Representative - Transitioning Military

Financial Representative Development Coach

Financial Solutions Advisor I - South Square Financial Center

Financial Services Representative Platform Sales - Fuquay Varina

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