401k Finance Jobs

39 jobs found

5mo ago

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Chicago, IL

Chicago, IL

5mo ago Closed

$110k - $154k/yr Full time 401k Advisor Advisory

This position is no longer accepting applications (closed May 2, 2026).

Job Description

The Wealth Advisor role, based onsite in Chicago, IL, is part of Charles Schwab's Schwab Wealth Advisory (SWA). This fiduciary, non-discretionary position delivers investment guidance to clients using a broad product set and a collaborative team approach, with compensation in the range of USD 110,000 to 154,000 per year.

Responsibilities

Establish and maintain a personal client relationship, delivering specialized service and ongoing guidance aligned with Schwab's investing approach.
Operate as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
Utilize a wide array of investment vehicles, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading, to manage complex portfolios and help clients pursue their goals.
Grow within an experienced, collaborative team and deepen relationships with various partners, including industry leading advisors.

Requirements

Bachelor’s degree
Active FINRA Series 7 license
CFP or CFA designation; may be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 28‑day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Position Type

Regular

Your Opportunity

Schwab supports you in making a meaningful impact on your career within an environment that blends innovative thinking with practical problem solving. The selected candidate is expected to work onsite in Chicago, IL. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee‑based, non‑discretionary investment advisory solution that emphasizes a personal relationship, specialized service, and ongoing guidance built on Schwab's investing approach. You will influence clients’ financial outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's advisory philosophy enables you to employ a broad range of investment options to help clients reach their goals.

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5mo ago

Registered Financial Consultant

Associate Staffing Remote 🌍 Remote

Remote

5mo ago Closed

$65k - $78k/yr Full time 401k Advisor Client Relations

This position is no longer accepting applications (closed Apr 26, 2026).

Job Description

Join Associate Staffing as a remote Registered Financial Consultant. This role focuses on an empathetic, client‑first approach to educating individuals about personal retirement accounts, presenting retirement options, and nurturing relationships across investments and finance. The position offers a competitive annual salary range of USD 65,000 to 78,000 and a comprehensive benefits package that supports both professional growth and work‑life balance.

You will be part of a team that values clear communication, proactive problem solving, and dependable client support for internal and external stakeholders.

Responsibilities

Bring deep knowledge of investments, markets, finance, and economic conditions to connect clients with appropriate investment and retirement solutions
Educate current and former participants with investment guidance and risk-based solutions
Serve as the primary support contact for internal and external clients, addressing questions, solving problems, and providing transactional and navigational assistance
Share information about benefit events that relate to personal retirement accounts

Requirements

Bachelor's degree or higher required
Licenses: SIE, Series 7, and Series 66 or Series 63/65 required
Strong customer service skills with active listening, information elicitation, and the ability to understand client issues
Basic computer proficiency, including navigating multiple windows and applications and using search tools to locate information
Knowledge of banking products, policies, and procedures, preferably within a call center environment

Benefits

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

Additional details

Work location: Remote

Job type: Full-time, Permanent

Hybrid note: Position is hybrid if local to the Charlotte, NC or Des Moines, IA area

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5mo ago

Financial Consultant-Entry Level

Associate Staffing Des Moines, IA

Des Moines, IA

5mo ago Closed

$65k - $70k/yr Full time 401k Advisor Business Development

This position is no longer accepting applications (closed Apr 26, 2026).

Job Description

This entry-level Financial Consultant role, based onsite in Des Moines, IA, centers on educating clients about retirement and investment needs, identifying opportunities, and supporting related transactions. The position requires a Series 7 and either Series 66 or a 63/65 license, a bachelor’s degree, and at least two years of experience.

Responsibilities

Provide guidance on benefit events for former participants, individuals in Personal Retirement Accounts, or those approaching a benefit event, including asset retention and offering additional product solutions.
Educate and assist current and prospective clients interested in their personal investment and risk management needs; facilitate requested transactions or refer to another team when appropriate.
Identify current or potential needs of retail customers.
Perform other job-related duties and projects as needed.

Requirements

Active Series 7 and Series 66 or 63/65 licenses
Bachelor's degree or equivalent plus at least two years of experience, preferably in financial services
Excellent verbal and written communication skills with the ability to establish trust and rapport with customers over the phone
Proficiency with desktop computer technology and digital communication mediums
Detailed knowledge of retail investment products as well as employer-sponsored retirement plans

Benefits

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

Who we are

A Fortune 500 financial services corporation with a heritage spanning nearly 150 years, offering a comprehensive suite of investment, insurance, and retirement solutions. The firm serves a diverse clientele ranging from individual investors to corporate entities, and emphasizes partnerships that support financial prosperity and security. Through ongoing innovation and tailored solutions, it enables clients to pursue their financial goals.

Equal Opportunity Employer

Associate Staffing is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to fostering a diverse and inclusive workplace and invite applicants from all backgrounds to apply for open positions with our company.

Job Types

Full-time
Contract

Pay

65,000.00 - 70,000.00 per year

Compensation Package

Bonus opportunities

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5mo ago

Automotive Finance Assistant Manager

Champion Automotive Group Livingston County, MI

Livingston County, MI

5mo ago Closed

$60k - $80k/yr Full time Manager 401k Assistant

This position is no longer accepting applications (closed Apr 23, 2026).

Job Description

Program Overview

Join Champion Automotive Group in Livingston County, Michigan, as an Automotive Finance Management Assistant. This role begins with an extensive training program designed to build leadership and financial services capabilities for a future management position within the dealership's finance operations.

Duties and Responsibilities

Learn core areas of financial services, including credit analysis, loan processing, and dealership operations.
Assist the sales team in upselling financial products and services.
Provide exceptional customer service and support clients with their financing needs.
Develop practical math skills used in financial transactions.
Provide outstanding customer service to generate repeat business and referrals for the dealership.
Promote financing for vehicles, extended warranties, and additional products.
Evaluate credit reports to determine financing eligibility.
Complete all financing paperwork accurately and submit to financing sources.
Establish and maintain strong relationships with financing sources.
Instruct sales staff in effective methods of selling finance products.
Prepare and review monthly financing reports.

Experience and Qualifications

Previous experience or knowledge in financial services is beneficial but not required.
Strong interest in sales, customer service, and the financial industry.
Ability to learn quickly and adapt to a fast paced environment.
Familiarity with math concepts and calculations is advantageous.
Ideal candidates view this as a mid level management track and demonstrate a strong work ethic and excellent communication skills.

Compensation and Benefits

Salary: $60,000.00 - $80,000.00 per year
Benefits include: 401(k), dental insurance, disability insurance, employee discount, health insurance, health savings account, life insurance, vision insurance, opportunities for advancement, paid training, professional development assistance.

Location and Schedule

Location: Livingston County, Michigan
Work Location: In person
Job Type: Full-time

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5mo ago

Advisory Specialist (Business Line Controller)

Confidential Pittsburgh, PA Hybrid

Pittsburgh, PA

5mo ago Closed

$0k - $81k/yr Full time 401k Accounting Advisory

This position is no longer accepting applications (closed Apr 22, 2026).

Job Description

Overview

Confidential invites applications for an Advisory Specialist, designated as a Business Line Controller, to be based in Pittsburgh, Pennsylvania. The role provides financial advisory support to business managers and ensures adherence to key accounting activities.

Location

Hybrid remote work arrangement in Pittsburgh, PA 15222.

Responsibilities

Deliver financial advisory support to business managers and support compliance with critical accounting activities.

Qualifications

Bachelor’s degree (US or foreign equivalent) in accounting, finance, or a related field.
CIMA qualification.
At least 3 years of experience in a job offered or financial analysis role.
May be assigned to various, unanticipated sites across the United States.
Hybrid remote work may be permitted.

Compensation

Salary: $81,411 - $179,610 per year.

Work Schedule

Monday through Friday, 40 hours per week.

Benefits

Medical, prescription, dental, and vision plans
Health savings and flexible spending accounts
Life and disability insurance
PTO plus 10 paid holidays
Employee Assistance Program (EAP)
401(k)
Short-Term Incentive Plan (STIP)
Employee stock purchase option

Application Process

Submit resume to lisa.conley@matw.com referencing Advisory Specialist (Business Line Controller). EOE

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5mo ago

Senior Accountant

Berg Capital Corporation Lake Oswego, OR

Lake Oswego, OR

5mo ago Closed

Full time Senior 401k Accountant

This position is no longer accepting applications (closed Apr 21, 2026).

Job Description

We are seeking a Senior Accountant with strong analytical capabilities, meticulous attention to detail, and a proactive approach to managing complex financial data. This full-time, on-site role supports a growing real estate and loan servicing portfolio within a dynamic, collaborative team.

Key Responsibilities

Perform detailed account analysis and reconciliations
Assist in cash flow forecasting and financial modeling
Prepare borrower pay histories from raw transactional data
Generate, review, and monitor daily billing cycles
Receive and apply loan payments in accordance with loan terms
Request payment of escrowed items such as taxes and insurance
Support the CFO with compliance, regulatory, and audit reporting

Preferred Experience

Strong proficiency in QuickBooks or Yardi Voyager
Prior experience in loan accounting or property management accounting
Familiarity with escrow processes and financial reporting standards
Ability to work with large volumes of data with accuracy and timeliness

Qualifications

Bachelor’s degree in Accounting, Finance, or related field
5+ years of relevant experience in a senior-level accounting role
Excellent Excel and data organization skills
Strong communication and problem-solving abilities

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance

Job Details

Job Type: Full-time

Location and Work Arrangement

Location: Lake Oswego, OR 97034
Ability to Commute: Lake Oswego, OR 97034 (Preferred)
Work Location: In person

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5mo ago

Dealership Finance and Insurance Manager

Taylor & Sons Chevrolet Ponderay, ID

Ponderay, ID

5mo ago Closed

$80k - $120k/yr Full time Manager 401k Automotive

This position is no longer accepting applications (closed Apr 21, 2026).

Job Description

Job Overview

Position with Taylor and Sons Chevrolet in Ponderay, Idaho. The Finance and Insurance Manager leads the dealership’s finance and insurance operations, combining knowledge of financial products with strong customer service and negotiation skills to secure favorable terms for buyers. The successful candidate will ensure regulatory compliance while delivering premium financing options to clients purchasing vehicles.

Duties

Oversee all activities within the finance and insurance department, including loan processing and credit analysis.
Assist customers in understanding financing choices and guide them through the loan application process.
Negotiate financing terms with lenders to secure competitive rates for borrowers.
Ensure compliance with TILA and other applicable regulations.
Maintain accurate records of all transactions and client interactions.
Collaborate with the sales team to strengthen customer relationship management and boost satisfaction.
Provide training and support to staff regarding financial products and services.
Stay current on industry trends, financing options, and regulatory changes.

Required Skills and Experience

Ethical conduct with verifiable history in the workplace.
Strong attention to detail and the ability to produce clean, organized paperwork.
Proficient math skills for precise financing calculations.
Excellent customer service skills to assist clients throughout the financing process.
Experience conducting credit analyses to evaluate creditworthiness.
Knowledge of automotive sales processes to better serve customers in a dealership setting.
Familiarity with 10-key typing for efficient data entry.
Expertise in loan processing to streamline applications and approvals.
Ability to negotiate effectively with lenders on behalf of customers.
Solid understanding of TILA regulations to ensure compliance in all financial dealings.
Previous experience as a loan officer is a plus, enhancing guidance for complex decisions.
Clean driving record with no history of major violations.
Ability to comply with Taylor & Sons Chevrolet Drug Free Workplace policy.

Compensation and Benefits

Pay range: $80,000.00 - $120,000.00 per year.

401(k) retirement plan
401(k) matching
Employee discount
Health insurance
Health savings account
Paid time off
Paid training
Supplemental pay: Commission

Schedule and Location

Schedule: 8 hour shift
Location: On-site at Taylor & Sons Chevrolet, Ponderay, Idaho 83852
Commute: Local to Ponderay, Idaho 83852 preferred
Relocation: Ability to relocate to Ponderay, Idaho 83852 before starting work preferred