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Financial Solutions Advisor Registration Candidate

Bank of America Ann Arbor, MI

Ann Arbor, MI

Today

Full time Advisor Client Service Financial Advisor

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Job Description

Grow from licensing-ready to client-facing advisor impact in an onsite role in Ann Arbor, MI. As a Financial Solutions Advisor Stage I (FSA I), you’ll complete required securities licensing, build foundational advisor skills, and then move toward working in a financial center where you help deliver core banking, investment solutions, and a client care approach designed around long-term financial wellbeing.

This position is subject to SAFE Act registration requirements for residential loan mortgage originations.

What you’ll be doing

Obtain required securities licenses, including dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams.
Acquire, build, and manage client relationships.
Review a client’s complex financial picture and guide clients with advice and solutions to support their best financial outcomes.
After reaching key milestones, begin working in a financial center to help deliver Bank of America’s core banking, investment solutions, and client care.
Use a defined consultative approach to identify client needs systematically and match appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews or presentations with confidence, and recommend strategies aligned to clients’ financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions to meet virtually all financial needs.
When success as a licensed Financial Solutions Advisor Stage I is demonstrated, typically progress into Financial Solutions Advisor Stage II.

Licensing and onboarding support

You’ll be supported through world-class training and onboarding programs.

Receive training and one-on-one coaching from Academy managers.
Earn SIE, Series 7, and Series 66 through structured lessons and dedicated study time (with 63 & 65 accepted in lieu of 66).
Deadlines: obtain SIE within 30 days of being hired, and obtain Series 7 and Series 66 within 120 days (role requirement).
Build your network starting at a financial center with interactions across banking customers, small business owners, and higher net worth clients.
Leverage relationships with one out of two households in the U.S. to help grow your business.

SAFE Act registration requirement

This position is subject to SAFE Act registration requirements. Per SAFE Act requirements, employees engaged in the following must:

Register and submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

What we’re looking for

Aptitude for obtaining required industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships, accessing needs, and recommending solutions.
Success building strong peer relationships through effective communication and collaboration.
A results-driven mindset that also prioritizes the client’s interest in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness and ability to learn and adapt to new technology or applications.

Desired qualifications

Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Schedule and location

Location: Ann Arbor, MI (onsite)
Schedule: Monday through Friday, with rotating Saturdays
Shift: 1st shift (United States of America)
Hours per week: 40

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Regulatory notice

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the: FDIC, SAFE Act, Loan Originators, and FINRA.

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Senior Financial Analyst

DreamHost, LLC Fullerton, CA

Fullerton, CA

Today

$110k - $125k/yr Full time Senior Accounting Ai Automation

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Job Description

DreamHost, LLC is looking for a Senior Financial Analyst based in Fullerton, CA for an onsite role. This position focuses on analyzing revenue trends, forecasting future performance, and turning results into insights that help stakeholders make better decisions across the business.

In addition to traditional financial analysis and modeling, the role includes building and operating AI-enabled finance workflows that automate recurring work, with a strong emphasis on output validation and process controls. You will partner with product, marketing, and accounting to keep revenue tracking and forecasting aligned.

What you’ll do

Analyze revenue trends by product, region, and market segment.
Design, build, and maintain reusable AI agent skills to automate recurring finance tasks such as revenue analysis, forecasting, variance commentary, reporting, and international pricing research.
Ensure accuracy of AI-generated outputs by validating results, documenting processes, and conducting human review before stakeholder delivery.
Develop revenue forecasts and perform variance analysis comparing actual results versus projections.
Create and present regular financial and revenue reports to senior management.
Build and maintain financial models to evaluate the organization’s financial health.
Collaborate with product, marketing, and accounting teams to align revenue-related processes and goals.
Support pricing strategy development and assessment, with a focus on international markets to optimize revenue.
Track and report KPIs related to revenue generation.
Conduct market research to understand the competitive landscape and inform pricing strategies.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
3+ years of experience in revenue analysis, financial analysis, or a related area.
Proficiency in Microsoft Excel, Google Sheets, financial modeling, data analysis tools, and SQL database querying.
Strong analytical and problem-solving skills, with the ability to interpret complex data sets.
Demonstrated experience building and using AI agent skills or workflows to automate multi-step financial tasks (examples include Claude Skills, custom GPTs, and Copilot agents).
Ability to explain what was built, how it was tested, and what controls were put in place.
Excellent verbal and written communication skills for presenting financial information to non-financial stakeholders.
High accuracy and attention to detail.
Ability to manage multiple tasks and projects simultaneously.
Ability to work effectively in a team environment and collaborate across functions.

Preferred experience

Experience with Business Intelligence tools such as Tableau, Power BI, or Looker.
Familiarity with Python or similar tools for data work and automation.
Knowledge of GAAP and financial regulations.
Experience with subscription revenue models and related metrics.

Tools and technologies

Microsoft Excel, Google Sheets, SQL
Claude Skills, custom GPTs, Copilot agents
Tableau, Power BI, Looker, Python
GAAP

Compensation and benefits

Salary: $110,000 - $125,000 per year.

Full health/vision/dental for the entire family at zero cost to team members
401(k): 3% Safe Harbor contributed plus up to 1% employer match
Opportunities for profit sharing and bonuses
Generous time-off starting at 15 vacation days
Tuition reimbursement (50/50 up to a specific amount)
Pet Insurance
Thrive Pass wellness allowance of $30 per month
Udemy online learning courses
Disability Insurance
Generous maternity/paternity leave
Discounted personal travel through corporate booking program Egencia
Laid-back atmosphere with fun monthly company events
Free web hosting

Additional notes

Master’s degree or relevant certification (e.g., CFA, CPA) is a plus.

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Today

Senior Financial Analyst

State of Ohio - Public Safety Columbus, OH

Columbus, OH

Today

Full time Senior Accounting Analytical Skills

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Job Description

Join the State of Ohio - Public Safety in Columbus, OH (onsite) and support fiscal planning for public safety program areas. This Senior Financial Analyst role offers multiple pay increases in your first years of service, onsite amenities, and a comprehensive benefits package including medical coverage, paid time off, and education and development opportunities. You will work in a structured, mission-focused environment with access to public retirement systems and optional deferred compensation.

Responsibilities

Independently research and analyze complex information under the direction of the Financial Analyst Supervisor to resolve fiscal errors, modify data, and determine appropriate action for program areas.
Assist with payroll projections and administrative budget planning and allocation.
Prepare budgetary evaluations and discuss budget concerns or issues with appropriate managerial staff.
Manage account appropriations and provide account coding information for assigned divisions and sections within the Ohio Department of Public Safety, including areas such as the Bureau of Motor Vehicles (BMV), Emergency Management Services (EMS), and Office of Administration (ADM).

Requirements

Completion of an undergraduate core program in business administration, accounting, finance, or a related field; or completion of the equivalent options below.
Accounting and/or finance experience or training options that include an advanced level of experience in spreadsheet software:
- 42 months of experience or 42 months of training; or
- Option combining undergraduate core program completion with 18 months of experience or 18 months of training; or
- Option combining graduate core program completion with 6 months of experience or 6 months of training; or
- 12 months of experience as Financial Analyst, 66562; or equivalent of the Minimum Class Qualifications for Employment referenced above.
Successful completion of the Fiscal Academy may be substituted for 4 months of required accounting/fiscal experience referenced above.

Benefits

Multiple pay increases over your first years of service
Free parking
Free onsite gym and walking path
On-site daycare
On-site cafeteria
Medical coverage
Free dental, vision, and basic life insurance premiums after completion of the eligibility period
Paid time off including vacation, personal, sick leave, and 11 paid holidays per year
Childbirth, adoption, and foster care leave
Education and development opportunities, including Employee Development Funds and Public Service Loan Forgiveness
Public retirement systems such as OPERS, STRS, SERS, and HPRS, plus optional deferred compensation through Ohio Deferred Compensation
Benefits eligibility depends on factors specific to the position; the agency contact can provide details

Additional Information

Unusual working conditions: May require long or unusual hours during peak operational periods.
Background checks: A BCI fingerprint check and a background check may be required for selected applicants; comparative analysis and/or drug testing may be part of the hiring process.
ADA statement: Ohio is a Disability Inclusion State and provides access, inclusion, and reasonable accommodations in accordance with the ADA and other applicable laws.
Drug-free workplace: The State of Ohio is a drug-free workplace; marijuana use is prohibited. Additional restrictions may apply under the State of Ohio Drug-Free Workplace Policy (HR-39).

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Financial Planning Associate

Univest Financial Corporation King of Prussia, PA

King of Prussia, PA

Today

$65k - $80k/yr Full time Advisor Analytical Skills Asset & Wealth Management

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Job Description

Univest Financial Corporation is hiring a Financial Planning Associate in King of Prussia, PA (hybrid). This role partners with experienced Wealth Advisors to build personalized financial plans, keep planning tools and processes running smoothly, and support client conversations with timely, accurate information.

You will help maintain the planning engine behind each client experience, from gathering data and modeling plans in financial planning software to coordinating planning tasks across clients, advisors, and internal teams. If you enjoy comprehensive planning work and want to grow alongside a dedicated planning organization, this position offers structured support, professional development, and a clear path toward the CFP designation.

What you’ll do

Assist with the development, implementation, and maintenance of financial planning processes and tools to strengthen the client and advisor experience.
Participate in client meetings and review calls, including travel to other Univest/Girard locations.
Help Wealth Advisors obtain planning data and supporting documentation from clients.
Support clients with data gathering requests and questionnaires.
Enter and evaluate client information in financial planning software.
Prepare and model customized financial plans across varying income levels and based on client circumstances, goals, and priorities.
Coordinate planning-related tasks among clients, advisors, and internal team members.
Work with the planning team to create planning content for internal distribution and for team/client use.
Support the planning team in identifying cross-selling opportunities across Univest and Girard.
Stay current on industry trends, regulations, and offerings impacting the financial planning market.
Attend monthly Girard team meetings to stay aligned on financial planning initiatives.
Learn and explain the firm’s investment selection criteria and process, including the investments used, and help educate clients on how the team manages wealth.
Participate in advisor meetings and training initiatives.
Maintain accountability for compliance with applicable laws and regulations, including the Univest Code of Conduct.
Perform other duties as assigned.

Key qualifications

Bachelor’s degree in financial planning, a relevant field, or equivalent work experience.
CFP or a strong desire to obtain the Certified Financial Planner designation.
Strong interest in comprehensive financial planning.
Experience using eMoney Advisor.
Strong interpersonal skills and the ability to collaborate across the wealth organization.
Strong attention to detail, plus solid organizational and communication skills.
PC proficiency including MS Office, PowerPoint, Teams, Sharepoint, and Salesforce.

Preferred experience

0-3 years of financial planning experience.
Internship or professional experience in financial planning, wealth management, an RIA, or a financial advisory firm.
Experience preparing financial plans or planning analyses.

Salary range

$65,000 to $80,000 per year.

Benefits

Health Insurance: Medical, dental, and vision coverage (single or family), beginning the first of the month following the start date.
401(k): Up to a 3% employer match after 6 months of employment.
Paid Time Off (PTO): 15 days annually (prorated in your first year).
Short Term Disability: 12 weeks of sick time with a doctor’s note after 6 months of service.
Holiday Time Off: 11 paid holidays.
Insurance: Company paid life insurance plus other supplemental insurances.
Tuition reimbursement.
Employee Wellness programs: Fitness club discounts, fitness tracker discounts, and annual reimbursement.
Loan product discounts.
Professional development trainings.

Tools and technologies

eMoney Advisor
MS Office
PowerPoint
Teams
Sharepoint
Salesforce

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Junior Revenue Based Finance/MCA Underwriter

RELIANCE FINANCIAL Hollywood, FL

Hollywood, FL

Today

$50k+/yr Full time Analytical Skills Client Relations Credit Underwriting

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Job Description

RELIANCE FINANCIAL is hiring a Junior Revenue Based Finance/MCA Underwriter in Hollywood, FL for an in-person role. In this position, you will review applications for working capital funding, assess creditworthiness, and support underwriting decisions that help relationship managers move deals forward.

Working alongside internal teams, you will handle underwriting analysis across a range of applicant materials, contribute to credit and underwriting policy development, and communicate decisions clearly to the parties responsible for next steps.

Key Responsibilities

Review application data including financial statements, bank statements, credit card statements, AR aging reports, and data from business/personal credit and due diligence platforms.
Collaborate with management to develop and maintain credit policy and underwriting policy and procedures.
Maintain working relationships with Independent Sales Organizations (ISOs) and other lead generation sources.
Conduct accurate underwriting analysis for applicant files, including more complex cases, and transmit underwriting decisions to relationship managers orally and in writing.

Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or a related field (preferred but not required).
0 to 2 years of experience underwriting merchant cash advance, revenue based financing, or other commercial finance underwriting.
Aptitude for problem-solving, with excellent communication and interpersonal skills.
Strong analytical skills with proficiency in Excel and data interpretation (familiarity with Adobe and CRM platforms is a plus).
Commitment to integrity, excellence, accountability, customer service, and teamwork.
Strong work ethic and eagerness to learn.
Ability to multitask at a high level while managing multiple deadlines.

Tech Stack

Excel
Adobe
CRM

Job Details

Job type: Full-time
Salary: USD 50,000 per year (from $50,000.00 per year)
Work location: In person
Commute/Location: Hollywood, FL 33021 (preferred)

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Investment Banking & Capital Markets – Banker – Financial Institutions Group (FIG) Analyst

Deutsche Bank New York, NY

New York, NY

Today

$110k - $125k/yr Full time Analytical Skills Capital Markets Client Relations

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Job Description

This Analyst role sits within Deutsche Bank’s Investment Banking & Capital Markets business, specifically the Financial Institutions Group (FIG). The position supports execution of live FIG transactions by preparing materials, running financial analyses and models, and communicating key deal takeaways to senior management.

Role Overview

As part of FIG coverage, you will help drive transaction execution across acquisitions, financings, and equity-raising activities. You will apply financial, economic, quantitative, and qualitative methods to assess transaction opportunities and develop the analytical work that supports client-facing outcomes.

Key Responsibilities

Support execution of live transactions for the FIG coverage team, including creation of detailed memoranda and presentations, and analysis of client company attributes.
Use financial, economic, quantitative, and qualitative approaches to evaluate and execute acquisitions, financings, and equity raising transactions.
Build, develop, and apply advanced financial analyses and models to support deal execution.
Produce final reports summarizing client interactions and discussions for senior management and maintain ongoing communication.

Required Qualifications

Proven investment banking experience providing quantitative and analytical support for M&A and capital markets transactions, including IPOs, equity follow-ons, and investment grade and leveraged finance debt offerings.
Experience supporting senior bankers throughout the transaction lifecycle, including pitching and bake off, preparation of marketing materials and financial models, and participation in deal execution.
Relevant background in the FIG sector, such as Asset Management, Banks & Diversified Financials, FinTech, and Insurance / InsurTech (academic and/or work experience).
Bachelor’s degree; advanced degree preferred.
Series 79 and Series 63 licensing preferred.

Location and Work Arrangement

The bank expects employees in this role to work from the New York, NY office at least 4 days per week.

Compensation

USD 110,000 - 125,000 per year.

Benefits

Generous vacation, personal and volunteer days.
Employee Resource Groups that support an inclusive workplace and promote community engagement.
Competitive compensation packages, including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits.
Educational resources, matching gift and volunteer programs.

Additional Skills That Support Success

Ability to perform detailed financial modeling and valuation analyses for public and private companies.
Strength in in-depth company and industry research to support live deal execution and pitch efforts.

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Investment Banking & Capital Markets – Banker – Financial Institutions Group (FIG) Associate

Deutsche Bank New York, NY

New York, NY

Today

$150k - $225k/yr Full time Finance & Investment Banking Financial Analysis Financial Analyst

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Job Description

Join Deutsche Bank’s Investment Banking & Capital Markets team in New York to support live capital markets and M&A activity across the Financial Institutions Group (FIG). This Associate role blends transaction execution with advanced financial modeling and client-focused analysis, alongside benefits designed to support your wellbeing and life outside of work.

Location: New York, NY (onsite)

Compensation: USD 150,000 - 225,000 per year

Education: Bachelor’s degree

What you’ll do

Support execution of live transactions for the FIG coverage team, including preparation of detailed memoranda and presentations, plus analysis of key attributes of client companies
Use financial, economic, quantitative, and qualitative methods to evaluate and execute acquisitions, financings, and equity raising transactions
Develop and apply advanced financial analyses and models to support deal work
Produce final reports of client interactions and discussions for senior management and maintain ongoing communication
Perform detailed financial modeling and valuation analyses on public and private companies
Conduct in-depth company and industry research to support live deal execution and pitch processes

What you bring

Proven experience in investment banking providing quantitative and analytical support for M&A and capital markets transactions, including IPOs, equity follow-ons, and investment grade and leveraged finance debt offerings
Experience supporting senior bankers across the full transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models, and assisting with deal execution
Background in FIG coverage areas (Asset Management, Banks & Diversified Financials, FinTech, and Insurance / InsurTech) through academic and/or work experience
Bachelor’s degree (advanced degree preferred)
Series 79 and Series 63 licensing preferred

Benefits and support

Generous vacation, personal and volunteer days
Employee Resource Groups that support an inclusive workplace and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs

Role expectations and accommodations

Employees hired into this role are expected to work in the New York, NY office at least 4 days per week
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion
Salary shown is for New York City and does not include incentive compensation or other types of remuneration
Actual salaries may vary based on factors including skill set, experience, education, work location, and other qualifications

Deutsche Bank values & diversity

Belief that talent exists across cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences
Equal Opportunity Employer, including Veterans/Disabled and other protected categories