Beachwood, OH

Finance Jobs in Beachwood, OH

2 jobs found

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5d ago

Financial Advisor- With Full Training and Development Program

Northwestern Mutual Beachwood, OH

Beachwood, OH

5d ago

$70k - $250k/yr Full time Advisor Client Relations Client Service

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Job Description

Financial Advisors at Northwestern Mutual work with clients to support long-term goals through personalized financial planning, with full training and career-long development. The position is based onsite in Beachwood, Ohio and combines product and market learning with client education, advisory recommendations, and business ownership responsibilities.

Role Summary

This role supports clients in living more fully and worrying less by delivering tailored guidance. The Financial Advisor track includes a full training and development program, supported by ongoing resources designed to help you build knowledge, influence client decisions, and develop an enduring advisory business.

Key Responsibilities

Build: Develop knowledge of Northwestern Mutual financial products and market trends, strengthen client relationships, and network to grow your business alongside a Fortune 100 company.
Educate: Extend learning beyond initial training through sponsored licensing and registration plus ongoing development, using assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence: Provide clients with opportunities to protect and prosper, driving next steps through expert influence and recommendations.
Own: Take ownership of business development and management as you scale the firm, including reviewing and maintaining client financial plans and continuing to provide advice aligned to clients’ needs.

Required Qualifications

4-year degree from an accredited institution
Series 6 or Series 7 and Series 63 or Series 66
Proven success in the investment business and strong understanding of comprehensive financial planning concepts
Desire for continuous learning
Prior management or business ownership experience preferred
Legal authorization to work in the US without sponsorship

Technologies and Tools

Assistive software
Reporting tools
Illustrations

Compensation

Salary range: USD 70,000 - 250,000 per year.

Education

Bachelor’s (Preferred)

4-year degree from an accredited institution is required.

Location and Commuting

Beachwood, OH 44122 (Required)

Benefits

Competitive grid rates
Production-based compensation
Bonus programs and expense allowances
Support for continuing education (e.g., CFP®, ChFC®, RICP®)
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
401(k)
Flexible schedule
Paid training
Parental leave
Dependent care reimbursement
Employee assistance program
Professional development assistance
Referral program
Tuition reimbursement
Financial planning services

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30d ago

Director of Finance

Congregation Mishkan Or. Beachwood, OH

Beachwood, OH

30d ago Closed

$130k - $150k/yr Full time Finance Director Advisor Budget Management

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

Job Description

As a senior finance leader, you will help guide Congregation Mishkan Or.’s financial strategy, reporting, compliance, and long-term sustainability.

Responsibilities

Collaborate with the Executive Director and Board to develop and execute the organization’s financial strategy.
Deliver financial modeling, forecasting, and scenario analysis to support strategic decisions, new programs, and growth initiatives.
Serve as a strategic financial advisor to organizational leadership.
Lead the annual budgeting process across departments and programs.
Create and maintain multi-year financial forecasts and track performance against budget and strategic goals.
Provide ongoing financial analysis, reporting, and dashboards to the Executive Director and Board.
Ensure accurate, timely financial statements in line with GAAP and nonprofit accounting standards.
Oversee the annual audit and manage relationships with external auditors.
Ensure compliance with federal, state, and funder reporting requirements, including Form 990.
Manage financial operations for restricted and unrestricted funds, government grants, and foundation contracts.
Support grant compliance, including cost allocation, indirect rates, and reporting deadlines.
Manage cash flow, banking relationships, and organizational reserves in alignment with Board-approved policies.
Monitor liquidity and advise leadership on cash management strategies.
Establish and maintain internal controls to safeguard assets and strengthen financial integrity.
Oversee insurance, risk assessments, tax filings, and related regulatory compliance.
Act as primary staff liaison to the Finance and Audit Committees.
Prepare financial materials and presentations for Board meetings and support the Board’s fiduciary oversight responsibilities.
Lead, mentor, and develop the finance and accounting team.
Strengthen financial systems, policies, and processes to support growth and operational efficiency.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field (required).
CPA or MBA strongly preferred.
Minimum 10 years of progressive financial leadership experience, including at least 5 years in a senior finance role, ideally in the nonprofit sector.
Strong knowledge of nonprofit accounting standards, fund accounting, and government/foundation grant compliance.
Proven experience managing audits, budgets, and Board relationships.
Strong analytical, communication, and leadership skills, including the ability to explain complex financial information to non-financial stakeholders.
Proficiency with financial management software, including one or more of: QuickBooks, Sage Intacct, NetSuite, or similar nonprofit platforms.

Technologies

QuickBooks
Sage Intacct
NetSuite

Benefits

Competitive Pay, commensurate with experience
Medical insurance
Dental insurance
Vision insurance
401(k) retirement plan
Paid time off
All major holidays observed

Schedule

Monday – Friday

Work Model

On-site initially, with hybrid potential

Employment Details

Employment type: Full-Time
Department: Finance & Accounting
Reports to: Executive Director
FLSA status: Exempt

Compensation

Pay: USD 130,000 - 150,000 per year

Work Environment & Physical Demands

Professional office environment; on-site initially with hybrid potential thereafter.
Routinely uses standard office equipment including computers and phones.
Occasionally required to lift up to 15 pounds.
Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

Location

Beachwood, OH (in-person/onsite)

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Finance Jobs in Beachwood, OH

Financial Advisor- With Full Training and Development Program

Director of Finance

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