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14d ago

Financial Planner

TPM Placement Columbus, OH

Columbus, OH

14d ago

$110k - $130k/yr Full time Asset & Wealth Management eMoney Financial Analysis

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Job Description

This Senior Paraplanner position in Columbus, OH supports personalized wealth management by turning client information into customized, goal-based financial plans. TPM Placement is seeking a finance professional to collaborate with the team, deliver advice in client meetings, and maintain up-to-date knowledge across tax, estate, and capital markets.

The role offers an annual salary range of USD 110,000 - 130,000 and is based onsite in Columbus, OH. With a minimum of 3 years of experience and a bachelor’s degree required, you will build increasing independence over the first six months.

What you’ll do

Gather and analyze client data to create financial plans and coordinate planning deliverables.
Participate in client meetings and provide investment and planning guidance to clients.
Profile clients to identify investment and lending needs, then coordinate investment, fiduciary, and lending solutions to match those needs.
Generate investment ideas using firm research, team guidelines, and asset allocation strategies aligned to each client’s risk profile and objectives.
Coordinate with team members to collect planning information and file or upload details into MoneyGuidePro.
Act as a planning topic expert by staying current on tax law, estate regulations, and capital market trends.
Develop full autonomy within six months, including reaching out to clients directly and running client meetings independently.
Support tax and estate planning work, including insurance gap analysis and beneficiary reviews.
Work directly with clients by crafting thoughtful financial plans and delivering personalized wealth management advice.
Maintain strong compliance by understanding and following firm rules and the requirements of applicable regulatory agencies.

Required qualifications

Bachelor’s degree
Professional licenses: Series 7, 63 and 65 (or 66) required
Obtain an insurance license within 12 months of hire
3 - 5 years of industry experience required
3 - 5 years of financial planning experience required
Experience with MoneyGuidePro or eMoney

Tools and technologies

MoneyGuidePro
eMoney

Benefits

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

Preferred experience

Experience in tax analysis, retirement planning, and estate planning
Knowledge of Regulation 72(t) plan distributions
Knowledge of executive compensation plans, including RSUs and stock grants

How you’ll be expected to show up

Deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans.
Excellent verbal and written communication, with prompt, accurate, and detail-oriented client service.
Thorough, resourceful approach to problem solving and a solutions-based mindset.
Comfort collaborating with team members and other departments across the organization.
Ability to manage multiple high-touch projects simultaneously with precision and accuracy.
Advanced hands-on experience with financial planning software, ideally MoneyGuidePro.
A strong work ethic aligned with the existing team culture, with a sincere desire to serve clients as an expert resource.
Interest in long-term growth opportunities across the firm and the industry.
Ability to run a client meeting end to end, supported by strong presentation skills.
Commitment to continuous learning and professional development, with initiative and ownership across the full role from logistics to process.

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14d ago

Associate Financial Advisor

TPM Placement Worcester, MA

Worcester, MA

14d ago

$100k - $125k/yr Full time Advisor Asset & Wealth Management Associate Financial Advisor

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Job Description

This Associate Financial Advisor position at TPM Placement supports lead advisors in a fee-based investment advisory firm serving clients in Worcester, MA. The role is based in Worcester with a hybrid schedule and focuses on strengthening referral relationships, supporting the client onboarding experience, and delivering tailored financial planning and investment solutions (without being responsible for investment decisions).

You will help manage client relationships end-to-end, prepare for client meetings, and contribute to ongoing plan reviews by tracking changes in clients’ financial situations and recommending adjustments as needed. The position also includes compliance-minded client service, coordination with the investment committee, and close collaboration with the client service team to build advisory and client acquisition skills.

Key Responsibilities

Nurture strong, consistent referral streams while servicing existing clients and deepening relationships.
Support the discovery and onboarding process for new clients.
Prepare for and participate in client meetings, including providing clear, actionable guidance aligned with the firm’s mission.
Follow up on action items and take ownership to manage client expectations and deliverables.
Monitor and cultivate incoming warm leads from productive referral networks.
Conduct periodic client reviews by tracking changes in financial situations, analyzing plan performance, and recommending strategy adjustments.
Assist lead advisors by conducting client research and preparing materials for meetings.
Deliver an exceptional client experience and build deep, trust-based client relationships through ongoing communication.
Interview clients to assess income, expenses, risk tolerance, and goals.
Prepare financial plans and coordinate with the investment committee.
Adhere to regulatory standards, follow the firm’s compliance policies, and maintain high ethical standards and client confidentiality.
Work closely with the client service team, participate in coaching from lead advisors, and develop client acquisition and advisory skills.
Schedule appointments, address client inquiries, and complete follow-up tasks.

Requirements

Bachelor’s Degree from an accredited college or university.
Series 66 or Series 65 required; CFP or CFA is a plus.
3-5 years in a similar role.
Proficiency with computer programs, including Microsoft Office Suite.
Familiarity with Schwab, Advyzon, and RightCapital is a plus.
Strong analytical skills.
Exceptional listening and communication skills, both verbal and written.
Ability to manage multiple projects and deadlines with close attention to detail.
Comfortable with presentations and client-facing interactions.

Technologies

Microsoft Office Suite
Schwab
Advyzon
RightCapital

Compensation

USD 100,000 - 125,000 per year

Benefits

401(k)
401(k) matching
Health insurance
Paid training
Retirement plan

Top Qualities Sought

Sincere commitment to client and team success.
Reliability, integrity, and resilience.
Exceptional communication skills, written and verbal.
Detail orientation.
Autonomous self-starter.
Excellent interpersonal skills and careful listening.
Comfort working in a fast-paced, feedback-driven environment.
Professional demeanor and a team player.

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14d ago

Financial Planner

TPM Placement Columbus, OH

Columbus, OH

14d ago

$110k - $130k/yr Full time Advisor Asset & Wealth Management Client Service

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Job Description

TPM Placement is seeking a Senior Paraplanner for an in-office, full-time role in Columbus, OH. The position focuses on direct client work, building financial plans, and providing personalized wealth management advice while ensuring adherence to firm and regulatory requirements.

Role Overview

This senior paraplanner role supports the delivery of comprehensive financial planning and related tax and estate planning activities. You will gather and analyze client information, contribute to recommendations and advice provided in client meetings, and coordinate planning documentation through MoneyGuidePro. The role also requires ongoing awareness of tax law, estate regulations, and capital market trends.

Key Responsibilities

Gather and analyze client data to create and maintain financial plans.
Participate in client meetings and help deliver recommendations to clients.
Profile clients to identify investment and lending needs; coordinate investment, fiduciary, and lending solutions to support those needs.
Develop investment ideas grounded in firm research, team guidelines, and asset allocation strategies aligned to client risk profiles and objectives.
Coordinate with team members to gather, file, and upload planning information into MoneyGuidePro.
Act as a subject matter resource on financial planning topics and emerging trends, staying current on tax law, estate regulations, and capital market trends.
Build increasing autonomy within six months, including reaching out to clients directly and running client meetings independently.
Support tax and estate planning work, including insurance gap analysis and beneficiary reviews.
Comply with all firm rules and the requirements of applicable regulatory agencies.

Required Qualifications

Deep knowledge of financial planning concepts and tools, including the ability to analyze client data and build customized, goal-based plans.
Strong verbal and written service skills, with prompt, accurate, and detail-oriented follow-through.
Thorough, resourceful problem-solving skills and a solutions-based approach to challenges.
Comfort collaborating with team members and other departments.
Ability to manage multiple high-touch projects simultaneously with precision and accuracy.
Advanced hands-on experience with financial planning software, ideally MoneyGuidePro (also acceptable: eMoney).
Strong work ethic aligned with the existing team’s expectations.
Genuine interest in serving clients and acting as a knowledgeable resource.
Ability to run a client meeting from start to finish with effective presentation skills.
Commitment to continuous learning and professional development.
Initiative and ownership across role responsibilities, including logistics and processes.
Bachelor’s degree.
Professional Licenses: Series 7, 63, and 65 (or 66) required.
Must obtain an insurance license within 12 months of hire.
Industry experience: 3 to 5 years required.
Financial planning experience: 3 to 5 years required.

Technologies

MoneyGuidePro
eMoney

Compensation and Benefits

Salary: USD 110,000 to 130,000 per year, based on experience.

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

Location, Status, and Work Setting

Location: Columbus, OH
Work location: In person
Status: Full time
Job type: Full-time
Work setting: Office
Physical setting: Office
Ability to commute: Cincinnati, OH 45999 (Required)

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14d ago

Associate Financial Advisor

TPM Placement Providence, RI

Providence, RI

14d ago

$100k - $125k/yr Full time Advisor Business Development Client Associate

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Job Description

TPM Placement is hiring an Associate Financial Advisor for an independent, fee-based investment advisory firm. Based in Providence, RI, this role supports lead advisors through client relationship management, financial planning coordination, and disciplined follow-through across meeting preparation and ongoing reviews.

This hybrid position is structured around serving existing clients, developing referral-based opportunities, and contributing to a process that turns discovery into tailored financial planning and investment solutions. The ideal candidate brings strong communication skills, analytical ability, and a compliance-minded approach to client confidentiality.

Role Overview

Nurture strong, consistent referral streams and deepen relationships with existing clients.
Support discovery and onboarding, contributing to a smooth client experience from start to ongoing service.
Prepare for and participate in client meetings, including client research and meeting support for lead advisors.
Provide clear, actionable guidance aligned with the firm’s mission.
Follow up on action items, owning deliverables and helping manage client expectations.
Monitor and cultivate incoming warm leads from productive referral networks.

Client Planning and Ongoing Service

Conduct periodic reviews, track changes in clients’ financial situations, analyze plan performance, and recommend strategy adjustments.
Interview clients to assess income, expenses, risk tolerance, and goals.
Prepare financial plans and coordinate with the investment committee.
Maintain ongoing client communication to build and sustain a complete understanding of client objectives.
Schedule client appointments, respond to client inquiries, and manage follow-up tasks.

Compliance, Ethics, and Team Collaboration

Adhere to regulatory standards and follow firm compliance policies.
Maintain high ethical standards and client confidentiality.
Work closely with the client service team and participate in coaching from lead advisors to build client acquisition and advisory skills.

Requirements

Series 65 (Required) (Series 66 or 65 required; “Series 65 (Required)” is explicitly stated).
Bachelor’s Degree from an accredited college or university.
3-5 years in a similar role.
Proficiency with computer programs, including Microsoft Office Suite.
Familiarity with Schwab, Advyzon, and RightCapital is a plus.
Strong analytical skills and exceptional listening, verbal, and written communication.
Ability to manage multiple projects and deadlines with strong attention to detail.
Comfortable with presentations and client-facing interactions.
Providence, RI 02901 (Required).
CFP or CFA is a plus.

Benefits

401(k)
401(k) matching
Health insurance
Paid training
Retirement plan

Compensation

$100,000 - $125,000 per year

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15d ago

Financial & Data Analyst

Hirsh Industries, LLC West Des Moines, IA

West Des Moines, IA

15d ago

Full time Analytics Business Analytics Business Intelligence

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Job Description

Hirsh Industries, LLC offers a hands-on, on-site early-career role where your financial and analytics work directly supports the CFO and executive team. You will explain profit and cost drivers, help shape pricing and forecasting, and automate recurring reporting using an integrated data repository built for AI-assisted analysis. The position is based in West Des Moines, Iowa (on-site only).

What you’ll do

Build revenue bridges that separate performance into price, volume, and mix, then run budget-versus-actual variance analysis and help design KPI scorecards leadership uses to run the business.
Create product cost models, develop time-driven activity-based costing, and distinguish fixed vs. variable costs to improve understanding of operating leverage and true product and customer profitability.
Model how pricing changes affect both margin and volume, supporting the commercial team on where, when, and how much.
Support the annual budget, rolling forecasts, and scenario models using clear, documented assumptions.
Research market size, customer segments, and competitors to inform strategy and growth decisions.
Partner with the supply chain leader on analytics such as inventory, service levels, and freight when additional analytical horsepower is needed.
Convert recurring manual reporting into automated, AI-assisted reporting, improving judgment and reducing copy-and-paste work while keeping data secure and numbers accurate.
Present your own work to the CFO and executive team.

What you’ll bring

A bachelor’s degree in Business, Finance, Accounting, Economics, Data Analytics, Statistics, Mathematics, or another quantitative field.
0–4 years of professional experience, with internships, co-ops, and serious academic or personal projects counting.
Managerial or cost accounting coursework or experience, with an understanding of the difference between reporting results and explaining them.
Strong Excel modeling skills and comfort working with large, imperfect datasets.
Curiosity about AI and analytics tools, especially hands-on experience building with them.
Ability to turn analysis into a clear story for non-spreadsheet stakeholders.
Sound judgment and integrity with data: check your work, flag mismatches, and protect confidential information.

Tools you’ll use

Tableau, Power BI, Claude, ChatGPT, ERP, SAP

Benefits and support

Health insurance
Dental
Vision
Life
401(k) with company match
Paid time off
Bonus and profit-sharing eligibility
Continuing education outside work hours

Role details

Location: West Des Moines, Iowa (on-site only)

Employment: Full-time, individual contributor

Reports to: CFO

Compensation: Base salary + bonus eligibility + profit sharing

What success looks like in your first year

First 90 days: Understand core data, products, and P&L; own a recurring price/volume/mix bridge; automate at least one report previously built by hand.
By six months: Build a product cost model for a major product family and deliver fixed-versus-variable cost analysis used in decisions.
By twelve months: Help build a company KPI scorecard incorporated into monthly executive reviews; present at least one pricing or market analysis to leadership.

Why this role is different

Your analysis goes to the CFO and executive team, and you present your own work.
You’ll gain exposure across cost, pricing, budgeting, market strategy, supply chain analytics, and reporting automation in one role.
Core business systems are connected into a single data repository for AI tools, and you’ll help determine how far the team can take it by experimenting.
You’ll connect the numbers to the factory floor.

Growth and mentorship

You will learn directly from senior finance leadership and see how executive decisions get made.

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15d ago

Senior Finance Analyst

RPM Living Phoenix, AZ

Phoenix, AZ

15d ago

Full time Senior Accounting Analytical Skills

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Job Description

The Senior Finance Analyst will support business financial planning, reporting, and analysis, with ownership of month-end close activities and full P&L exposure. This hybrid role is based in Phoenix, AZ and coordinates closely with accounting to support accurate, timely financial results.

Key Responsibilities

Coordinate with department leaders to drive budgeting and forecasting, covering Revenue through Net Income, including Headcount, delivering function and customer-specific P&Ls.
Execute and manage P&L performance against budget and forecast targets, proactively identifying areas of risk and opportunity.
Prepare month-end close packages and lead variance analysis, including communication of drivers and related insights.
Act as a liaison with accounting during month-end close to identify potential reclasses, accruals, or other journal entries to support accurate results at aggregate, account, function, and customer-specific levels.
Use strong Excel and financial modeling skills to build and maintain financial models supporting reporting, analysis, and forecasting.
Audit invoices and billbacks to help ensure accuracy and complete revenue capture.
Support adoption of new technologies, financial models, and process improvements within the department.
Complete ad hoc analyses and support additional requests as needed.

Required Qualifications

Bachelor’s degree in finance or accounting, or equivalent work experience.
Solid understanding of GAAP.
High business acumen, with a highly motivated and dedicated work approach.
Excellent interpersonal skills, with strong organization, attention to detail, effective written and oral communication, and problem-solving abilities.
1 to 3 years of experience in an FP&A role.
Advanced Excel proficiency, including VLOOKUPs, SUMIF(s), and pivot tables.

Preferred Qualifications

Multi-family industry experience.
Experience with Adaptive Insights, Yardi, SalesForce, and Tableau.

Technologies

Excel
Adaptive Insights
Yardi
SalesForce
Tableau

Benefits

Weekly pay for associates working onsite at an apartment community.
Comprehensive healthcare coverage for all full-time, regular associates.
Employer-paid employee assistance, mental health, and wellness programs.
Ancillary benefits including critical illness, hospital indemnity, and accident insurance.
401(k) with robust company match.
Opportunities for professional development, career growth, and role-based learning plans.
Diversity, Equity, Inclusion and Belonging (DEIB) support and multiple Employee Resource Groups (ERGs).
Paid time off, including floating holidays and volunteer days.
Discounted perks, including Costco membership, movie tickets, and health and wellness, entertainment, and travel discounts.

Physical Requirements

May be required to sit or stand for extended periods of time.
Must be able to read documents, computer screens, and data.
Must be able to hear and understand verbal communications in person and over the phone or computer.
May occasionally be required to lift or carry items such as files or office supplies weighing up to 15 pounds.
Must be able to operate a computer, keyboard, mouse, and other office equipment.

Work Environment

Hybrid role requiring work in a corporate office 3 days per week.
Office is an open setting that may include bright lights, constant noises, and distractions.

Employment Contingencies

Employment is contingent upon successful completion of a background check as required by local and federal state regulations.
A valid driver’s license is preferred; candidates without a license will be provided a liability waiver.

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15d ago

Financial Analyst

Chamber Cardio Nashville, TN

Nashville, TN

15d ago

Full time Analytical Skills Data Analysis Data Analytics

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Job Description

Chamber Cardio is building a first dedicated Financial Analyst role to strengthen the company’s financial infrastructure and reporting as it scales.

Responsibilities

Collaborate with the Growth team to create provider pitch decks and financial cases for network diversification and enterprise opportunities
Analyze provider deals and strategic opportunities, including revenue, contribution margin, costs, and profitability
Develop business cases and financial models for new initiatives and partnerships
Rebuild and continuously improve Chamber’s provider performance model, including incentive structures that support sales conversion
Produce market-level P&Ls and support provider pay decisions across provider, support, and admin functions
Support budgeting, forecasting, and reforecasting, including scenario and sensitivity analysis
Support ELT processes tied to budgeting, spend, and resource allocation
Assist with month-end close, corporate P&L, and variance analysis
Own and maintain recurring financial and operating KPI reporting for leadership
Drive financial automation using Claude and other AI tools to deliver real-time business performance insights
Provide ad hoc financial and strategic analysis for leadership as Chamber grows

Requirements

Bachelor’s degree in finance, accounting, economics, or related field
Working knowledge of accrual accounting
2–4 years of experience in FP&A, strategic finance, consulting, or investment banking, with at least one year in healthcare
Advanced Excel modeling skills
Ability to translate complex analysis into a clear, compelling PowerPoint narrative
Experience using AI tools such as Claude to build, refine, or stress-test financial models and reporting workflows
Based in Nashville, Tennessee with the ability to work from the office one day per week

Technologies

Claude
Excel
PowerPoint

What you’ll accomplish in your first 90 days

Build a strong understanding of Chamber’s business model and provider economics, and establish working relationships with key partners such as Growth and Network Operations
Rebuild the provider performance model and enable the Growth team to use it for pricing and incentive decisions
Apply Claude or another AI tool to improve the speed, accuracy, and usefulness of recurring financial reporting

Chamber values

Low Ego: grounded, curious, open to feedback
Empathy: build trust through compassion and thoughtful communication
Courage: take action, think critically, challenge ideas respectfully
Ownership: follow through with integrity and hold to high standards
Grit: push through ambiguity, move with urgency, solve problems with horsepower and heart