Top 8 Finance associate Jobs in Mishawaka, In

Financial Advisor - Associate
O'Neill Asset Management LLC / Mark McNamee CPA Inc. —South Bend, IN
- From $70,000 a year
- Full-time
- Background check
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Benefit Eligibility Finance Associate
PACE —Mishawaka, IN
- 8 hour shift
- High school diploma or GED
- Older adults
- In-person
- Paid holidays
- Health insurance
14d
Personal Banker Associate I - Mishawaka
Fifth Third Bank —Mishawaka, IN
- Full-time
- Office
- Math
- Travel
Associate Director, Finance
University of Notre Dame —Notre Dame, IN
- From $75,000 a year
- Full-time
- CPA
- 5 years
- Finance
Quick Apply
8d
Part Time (30 Hours) Associate Banker, Nappanee Center Branch, Nappanee, IN
JPMorganChase —Nappanee, IN
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
10d
Financial Center Manager Associate
Fifth Third Bank —Dowagiac, MI
- Full-time
- Mid-level
- Office
- Recruiting
Financial Center Manager Associate - South Bend
Fifth Third Bank —South Bend, IN
- Full-time
- Mid-level
- Office
- Leadership
Audit Senior Associate - Financial Services
Crowe —South Bend, IN
- $70,600 - $139,800 a year
- Full-time
- Hybrid work
- CPA
- Customer service
- Research
Quick Apply

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College diploma or Bachelor’s degree in Accounting, Finance, or related field. Process vendor invoices and customer payments accurately and on time.
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Associate Financial Advisor
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Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
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finance associate jobs near mishawaka, in

Financial Advisor - Associate

O'Neill Asset Management LLC / Mark McNamee CPA Inc.
South Bend, IN

Quick Apply

Job Details

Full-time
From $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Life Insurance License
Computer operation
Phone communication
Word processing
Spreadsheets
Windows
Series 7
Bachelor's degree
macOS
Financial services
Productivity software
Experience practicing in the securities industry
Series 63
Client interaction via phone calls

Full Job Description

Position Description

Title: Licensed Advisor

Status: Full time

Benefits: Yes

Firm & Position Overview

We are a financial planning and wealth management firm looking for a highly organized, self-driven and knowledgeable financial advisor who is interested in a long-term opportunity to service our rapidly growing book of business. The individual must be able to pay attention to detail and be able to prioritize and manage multiple tasks in a fast-paced work environment.

Licensing Requirements

· Series 6 or 7 license

· Series 63 and Series 65 license or Series 66 license

· Indiana Life license

· Indiana Variable Life & Annuity Line of Authority license

Responsibilities

· Handle account servicing for existing clients

· Organize and analyze financial data received from new and existing clients

· Run client appointments (in person and virtual)

· Build the OAM book of business with new clients

· Support new business activities including application processing, follow-ups, and coordination with vendors

· Work with the OAM leadership team to transition existing investment clients from the South Bend office to you as their advisor O’Neill Asset Management.

Essential Skills

· Strong interpersonal and telephone communication skills

· Ability to provide high level of authentic service and compassion to clients

· Problem solver, ability to anticipate and understand the steps necessary to complete tasks

· Ability to work independently: Think through and solve problems on your own, but also collaborate and communicate well with our team

· Be comfortable and efficient using Mac OS or Windows OS

· Demonstrated proficiency in Office 365 (Excel, word, etc)

· Flexible

· Professionalism

Education

Bachelors degree preferred (Finance, Business, Accounting, or related field).

Pay: From $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Financial services: 3 years (Required)

License/Certification:

Series 66 (Preferred)
Series 7 (Preferred)
Series 65 (Preferred)
Series 63 (Preferred)
Series 6 (Preferred)
Life Insurance License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in mishawaka, in

Financial Advisor - Associate

Benefit Eligibility Finance Associate

Personal Banker Associate I - Mishawaka

Associate Director, Finance

Part Time (30 Hours) Associate Banker, Nappanee Center Branch, Nappanee, IN

Financial Center Manager Associate

Financial Center Manager Associate - South Bend

Audit Senior Associate - Financial Services

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