Risk Management

Risk Management Finance Jobs

548 jobs found

Today

Financial Representative

P&W Financial Group - Northwestern Mutual Jackson, MS

Jackson, MS

Today

$62k - $87k/yr Full time Advisor Client Relations Financial Planning

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Job Description

Work in a hybrid role helping individuals and businesses pursue long-term financial security through tailored planning and insurance solutions.

Responsibilities

Meet with clients to learn their financial goals, aspirations, and concerns
Create comprehensive financial plans covering investments, insurance, and retirement
Evaluate client needs and recommend insurance strategies to help protect assets and income
Review and monitor financial plans, providing regular updates and adjusting strategies as circumstances change
Grow and maintain a client network through referrals, community involvement, and professional associations

Requirements

Bachelor’s degree in finance, business, or a related field (preferred)
Previous experience in financial services, insurance, or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking and the ability to build trust and rapport with clients
Obtain necessary licenses, including Series 6, Series 63, and state insurance licenses (training and sponsorship available)

Compensation

USD 62,000 - 87,000 per year

Benefits

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Opportunity for advancement
Training & development
Professional Development: ongoing training and development programs, including sponsorship for advanced certifications
Income Potential: competitive compensation structure including performance incentives, with no ceiling
Support and Mentorship: support from a dedicated planning team, marketing resources, and experienced mentors
Work-Life Balance: flexibility to create a schedule aligned with your lifestyle and goals

District Office

107 Merchant Street, Suite 2A, Madison, MS 39110

Mississippi Charities Supported by the District

Young Life: hosts pickleball tournaments and serves on the local Board
Fellowship of Christian Athletes (FCA): participates on the Board supporting initiatives
The Mind Center: serves on the Board and supports brain health and research efforts
Children’s Hospital of Mississippi in Jackson: major donors, with multiple team members passionate about supporting the cause

Values

Integrity: commitment to the highest level of integrity, putting clients first and sharing uncomfortable truths with respect
Discipline: consistent, disciplined action supported by time-tested financial strategies and operational procedures
Service: proactive communication and execution of each client’s plan

Local Leadership

Chase Patrizzi, Managing Director
- With Northwestern Mutual for 9 years
- Served in the National Guard before joining Northwestern Mutual
- Community involvement includes support for Children’s Hospital of Mississippi
Gates Willson, Growth & Development Director
- With Northwestern Mutual for 5 years
- Joined right out of college; active with Young Life
Julie Colbert, Financial Advisor
- With Northwestern Mutual since 1990
- Lifetime member of the Million Dollar Round Table
Christopher Johnston, Wealth Management Advisor
- With Northwestern Mutual since 2008
- Mentors newer advisors on the team

Work Location

Jackson, MS (hybrid)

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Today

Financial Advisor

Magnolia Wealth Strategies Pensacola, FL

Pensacola, FL

Today

$50k - $100k/yr Full time Advisor Asset & Wealth Management Business Development

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Job Description

Magnolia Wealth Strategies is seeking a Financial Advisor to establish and expand a production-based financial services practice serving individuals, families, and business owners. The role emphasizes holistic planning, protection solutions, and ongoing guidance as client needs evolve.

Role Summary

In this position, you will build and grow a client-centered practice using strategies spanning protection, financial planning, and wealth management. This opportunity is designed for advisors who can develop relationships and deliver informed recommendations. Candidates must be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida.

Key Responsibilities

Build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships through consistent engagement and relationship building
Understand each client’s goals and needs to support appropriate planning outcomes
Apply a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm
Develop new client relationships
Deepen and maintain existing relationships over time
Create and implement appropriate financial strategies
Provide ongoing guidance as client needs evolve

Required Qualifications

Bachelor’s Degree or work-related experience
State insurance licensed for Life, Accident, and Health, or willingness to obtain licensing
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Ability to collaborate with others and work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required
MUST be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida

Compensation and Pay

Pay: $50,000.00 - $100,000.00 per year

Benefits

Performance based pay including commissions, bonuses, and incentives
401(k) and 401(k) matching
Full scale Health and Wellness insurance (Health, Dental, Vision, Life+)
Professional development assistance
Business owner opportunity
Flexible schedule
Dental insurance
Health insurance
Life insurance
Vision insurance

Qualities and Work Style

Willingness to learn
Strong communication and relationship-building skills with a focus on putting people first
Problem solver
Dedicated individual with independence, self-motivation, and goal orientation
Leader, coach, and mentor
Successful sales experience
Ability to listen and obtain knowledge of products and services
Belief in the products being sold

What the Firm Provides

Leadership support, business advice, and guidance
Opportunities for collaboration and mentorship
Cutting-edge technologies to support seamless business operations
A supportive environment that emphasizes collaboration
Training and tools
A vast variety of products and services
Flexibility to grow your practice your way

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Today

Bilingual Japanese/English Credit Middle Analyst (Finance)

Activ8 Recruitment and Solutions New York, NY

New York, NY

Today

$67k - $80k/yr Full time Accounting Analytical Skills Bilingual

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Job Description

Activ8 Recruitment and Solutions is hiring a Bilingual Japanese/English Credit Middle Analyst (Finance) for a hybrid role based in New York, NY (10172). In this position, you will support day-to-day credit operations, helping ensure approvals move smoothly through documentation, processing, and transaction close activities.

Role & Day-to-Day Credit Support

You will assist with transaction closing activities after Credit Application approval, coordinating with the Legal Department on contract documentation preparation and execution. The role also involves liaison with the Back Office to support post-approval processing, along with handling requests connected to the issuance of Standby Letters of Credit (L/C) and responding to transaction-related queries from ARP customers.

Credit Administration & Monitoring

Ongoing monitoring is a core part of the job. You will track and monitor various credit-related due dates, including the expiration dates of security and collateral documents such as Guarantee Letters and other collateral documentation, as well as credit facilities and lines. You will also be responsible for tracking financial statement submissions and covenant compliance to help maintain required obligations.

Requirements

Bachelor’s degree in finance, Business, or Accounting
Minimum 3 years of corporate banking experience
Japanese proficiency to speak, read, and write in Japanese
Proficiency in MS Excel, MS Word, and MS PowerPoint
Experience with banking products including loans, stand-by letter of credit, derivatives, and trade finance
Multi-cultural workplace experience is preferred

Tools & Technologies

MS Excel
MS Word
MS PowerPoint

Compensation & Work Location

This hybrid position is located in New York, NY (10172). The salary range is USD 67,000 to 80,000 per year.

Benefits

401k
Dental insurance
Health insurance
Life insurance
Vision insurance

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Today

Operations Finance Manager

Schreiber Foods Green Bay, WI

Green Bay, WI

Today

Full time Manager Analytical Skills Facilities Management

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Job Description

Schreiber Foods is hiring an Operations Finance Manager to serve as a strategic finance partner to U.S. Operations. In this hybrid role based in Green Bay, WI, you will lead end-to-end finance processes and cross-functional initiatives, bringing analytics, forecasting discipline, and decision-support into areas including profitability, reporting, obsolete inventory, costing standards, and controls.

You will work closely with plant, operations, category, and corporate leadership, using financial insight to challenge assumptions, align stakeholders on priorities, and convert findings into measurable actions. The role also supports scalable finance capability through technology, automation, and responsible AI adoption.

Key Responsibilities

Build trusted relationships with plant, operations, category, and corporate leadership to support improved business results.
Advise senior leaders on financial and operational matters, challenge assumptions, and align partners on resource decisions and actions.
Lead analytics initiatives, including dashboards, reporting, and decision-support tools that benchmark performance and uncover business drivers.
Champion scalable technology, automation, and responsible AI adoption to improve finance capability and decision quality.
Own complex financial analyses, forecasting, and scenario modeling for corporate, category, and operations objectives.
Translate analysis into clear recommendations and measurable actions within the broader business strategy.
Identify and lead cost reduction opportunities, including improving EBITDA margin, strengthening working capital, and enhancing operational effectiveness.
Partner across departments and sites from opportunity diagnosis through implementation and benefit realization.
Lead U.S. Operations management reporting, including executive-ready financial storytelling, performance-driver analysis, and progress reporting for corporate savings initiatives.
Establish consistent approaches to improve transparency and accountability.
Own the U.S. obsolete inventory FP&A process end to end, including reporting, reserve oversight, governance, and cross-functional actions to improve inventory health and working capital.
Evaluate accounting and costing practices across U.S. business units, resolve moderately complex issues, and lead process, control, and standard improvements.
Recommend and help implement enterprise-consistent practices where standards are absent or variation exists.
Independently lead critical site FP&A processes, including product costing and financial close support.
Provide experienced finance leadership across Missouri locations as needed due to emerging issues, vacancies, or absences.
Safeguard company assets and reporting integrity by assessing financial risk, strengthening internal controls, and ensuring adherence to GAAP and applicable requirements.
Lead end-to-end regional and cross-functional finance projects.
Organize project work, review deliverables, coach other finance professionals, and share expertise to strengthen team capability without direct people-management responsibility.

Qualifications

Must live within 100 miles of all Southwest Missouri locations, including Carthage, Monett, and Mount Vernon, and be willing to meet the position’s travel requirements.
Bachelor’s degree in accounting, finance, or related business discipline preferred; equivalent relevant experience considered.
Typically 7+ years of relevant FP&A, operations finance, accounting, or related experience.
Manufacturing cost accounting experience strongly preferred.
Extensive knowledge of operations finance or a related specialty, including working knowledge of accounting, costing, FP&A, internal controls, and manufacturing or industry practices.
Demonstrated success independently owning a range of moderately complex projects or end-to-end processes with measurable impact.
Proven ability to diagnose moderately complex, cross-functional problems, integrate financial and operational information, and implement moderate to significant improvements.
Strong business judgment and influence to advise senior leadership, challenge assumptions constructively, and align partners across departments.
Exceptional communication and financial storytelling skills, with ability to translate complex analysis into clear recommendations and outcomes.
Advanced analytical and technology capabilities, with intellectual curiosity and a continuous-learning mindset.
Willingness and ability to responsibly adopt modern analytics, automation, and AI tools to improve financial effectiveness.
Valid driver’s license, auto insurance (at least state minimum; more may be required), acceptable driving record per Schreiber Foods discretion, and a vehicle that supports travel needs.

Technology

Benefits

Employee Stock Ownership Plan (ESOP) from day one
8% 401(k) match into the ESOP
Company contribution of about 8% of earnings toward retirement annually (approximately 16% retirement savings annually)
Incentive pay opportunity twice a year when company goals are met
$10,000 relocation bonus plus a generous relocation package if relocating more than 50 miles for a U.S. Salaried position
Up to $5,000 annually to help with childcare costs
Wellness Incentive and employer-funded Lifestyle Spending Account (LSA) for fitness, mental health, and other lifestyle expenses
Tuition reimbursement
Medical, prescription drug, dental and vision benefits starting day one, including an onsite nurse and mental health counselor
Partners Helping Partners program
Benefits supporting health, wellbeing, and financial future via Schreiber - Care for you

Job Category: Finance
Job Family: Financial Planning & Analysis

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3d ago

Associate Financial Advisor

Wells Fargo Campbell, CA

Campbell, CA

3d ago

Full time Advisor Client Service Financial Advisor

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Job Description

Wells Fargo is hiring an Associate Financial Advisor (Loan Originator/LO) for Wealth and Investment Management within Wells Fargo Advisors in Campbell, CA (onsite).

Responsibilities

Participate in a Wells Fargo Advisors training program focused on client service and financial goal outcomes within the Financial Advisory - Bank function
Review client basic or tactical goals and risk tolerance to understand the client’s investment profile and needs
Support lower risk tasks and deliverables with narrower impact based on client financial needs
Identify customers interested in a dwelling secured product and refer them to a SAFE team member
Assist customers without taking an application and without offering or negotiating terms for dwelling secured transactions

Requirements

6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated via one or a combination of work experience, training, military experience, or education
Successful completion of the Securities Industry Essentials (SIE) exam or an equivalent exam

Desired Qualifications

FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
State Variable, Life and Health insurance licenses
Financial services experience
Client services experience and experience developing and managing client relationships
Sales or sales support experience
BS/BA degree or higher

LO and Regulatory/Compliance Expectations

LO positions must meet Consumer Financial Protection Bureau (CFPB) qualification requirements and comply with related Wells Fargo policies
LO qualification includes meeting standards for financial responsibility, character, general financial fitness, and criminal background
A current credit report will be used to assess financial responsibility and credit fitness (credit score not included in evaluation)
Ongoing regulatory requirements include additional screening if necessary
US only: appropriate FINRA licenses required for ongoing employment
FINRA Series 7 and 66 (or 63 and 65) exams, or equivalent, plus state Variable, Life and Health insurance licenses must be completed within a 90 or 180-day time period after commencement of employment (based on the number of licenses needed if not immediately available for transfer upon hire)
FINRA recognized equivalents are accepted
Compliance with state law registration and licensing requirements is mandatory
In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
Enhanced financial fitness and criminal background standards apply
Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance
For certain FINRA qualification exams obtained after 9/30/2018, the SIE co-requisite is required
Subject to FINRA background screening; candidates must complete and pass background check prior to hire
Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer
Ongoing regulatory obligations include periodic screening and mandatory reporting of certain incidents
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees are expected to provide information to the Wells Fargo Personal Account Dealing Team and follow applicable policy requirements if hired
This position is not eligible for Visa sponsorship

Pay Range

Hourly base pay rate meets or exceeds applicable minimum wage requirements
Opportunity to earn additional commission
All pay complies with applicable minimum wage laws

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Job Location

1790 S Bascom Ave
Campbell, CA 95008

Posting Details

Posting end date: 28 Sep 2026
Job posting may come down early due to volume of applicants

Additional Information

Applicants with disabilities: To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo
Drug and Alcohol Policy: Wells Fargo maintains a drug-free workplace
Third-party recordings are prohibited unless authorized by Wells Fargo
Wells Fargo requires candidates to directly represent their own experiences during the recruiting and hiring process

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3d ago

Commercial Credit Analyst II - Equipment Finance

TD Bank Mount Laurel, NJ

Mount Laurel, NJ

3d ago

$29 - $44/hr Full time Analytical Skills Banking & Lending Client Relations

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Job Description

The Credit Analyst II for Equipment Finance plays a key role within Credit Management by conducting industry and financial assessments for current and prospective borrowers. The position supports Lending and Credit decision-making through underwriting analysis, approval documentation, and ongoing monitoring of credit risk and regulatory compliance.

Key Responsibilities

Perform financial analysis for moderately complex loans, industries, and customers.
Operate with increased independence under the guidance and review of lead staff.
Apply knowledge of loan risk factors to support credit decisions.
Research industry-specific information using external sources, which may include borrower conversations, industry publications, reference materials, input from other banks, credit agencies, and online resources.
Participate in customer meetings and make direct inquiries for specific customer information based on prior research, experience, and knowledge (travel may be required at times).
Support the loan origination process by completing underwriting analysis of borrower character, creditworthiness, and financial condition.
Provide analytical support to the lending function.
Prepare clear, timely approval memorandums for presentation to appropriate lending and credit authorities.
Analyze financial statements and related factors including management profiles, business and product cycles, cash flow capacity, collateral, agings, and other relevant information to identify trends and assess financial strength and credit risk.
Prepare written credit analyses and recommendations, including approval, denial, or alternative structures when necessary.
Maintain credit files, monitor updated financial information, and prepare updated analysis memos.
Monitor adherence to regulatory requirements.
Identify deviations from the Company Commercial Loan Policy in written analysis and become familiar with alternative structures that may help reduce credit risk.
Meet operational performance standards related to quality and timeliness.

Required Qualifications

4-year degree or equivalent experience.
2+ years of related experience.
Demonstrated knowledge of credit and financial analysis techniques.
Ability to gather, consolidate, analyze, and summarize data to produce well-considered recommendations with increasing independence.
Strong oral and written communication skills.
Strong analytical and research skills.
Developed PC skills, including demonstrated proficiency with word processing and spreadsheet software.
Ability to multi-task and meet deadlines.
Capacity to maintain confidentiality of credit and customer information.
Good interpersonal skills and a team-oriented approach.

Benefits

Health and well-being benefits.
Savings and retirement programs.
Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO.
Banking benefits and discounts.
Career development.
Base salary and variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards generally through participation in an incentive plan.
Reward and recognition.
Training programs.
Competitive benefits plan.

Work Location and Schedule

Location: Mount Laurel, NJ, United States of America (onsite).
Hours: 40

Compensation

Pay range: USD 29.00 - 44.00 per hourly.
Pay details: $29.75 - $44.50 USD

Line of Business

Credit Management

Physical Requirements

Domestic travel: Occasional.
International travel: Never.
Sedentary work: Continuous.
Multiple tasks: Continuous.
Operating standard office equipment: Continuous.
Responding quickly to sounds: Occasional.
Sitting: Continuous.
Standing: Occasional.
Walking: Occasional.
Moving safely in confined spaces: Occasional.
Lifting/Carrying (under 25 lbs.): Occasional.
Lifting/Carrying (over 25 lbs.): Never.
Squatting: Occasional.
Bending: Occasional.
Kneeling: Never.
Crawling: Never.
Climbing: Never.
Reaching overhead: Never.
Reaching forward: Occasional.
Pushing: Never.
Pulling: Never.
Twisting: Never.
Concentrating for long periods of time: Continuous.
Applying common sense to standardized situations: Continuous.
Reading, writing, and comprehending instructions: Continuous.
Adding, subtracting, multiplying, and dividing: Continuous.

Colleague Development

Regular career, development, and performance conversations with your manager are supported by access to an online learning platform and mentoring programs to help build future opportunities.

Training and Onboarding

Training and onboarding sessions will be provided to support success in the role.

Interview Process

TD Bank reaches out to candidates of interest to schedule an interview.
Outcomes are communicated to applicants by email or phone call.

Accommodation

If you need accommodations to complete the application process due to a disability, email USWAPTDO@td.com. Include your full name, best way to reach you, and the accommodation needed to assist you with the applicant process.

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3d ago

Finance & Insurance (F&I) Manager - Automotive

CARZ4US Pine Brook, NJ

Pine Brook, NJ

3d ago

$104k - $240k/yr Full time Manager Auto Dealership Finance Automotive Finance

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Job Description

CARZ4US is seeking a Finance & Insurance (F&I) Manager to support a high-volume independent automotive dealership group in New Jersey. The position centers on generating, presenting, and closing retail finance transactions while maximizing F&I product penetration and maintaining a strong customer-first experience.

Role Overview

In this onsite role in Pine Brook, NJ, you will work to produce and fund retail deals, secure approvals through a network of prime and subprime lenders, and ensure contracts are funded quickly and accurately. You will also partner with sales management to review deal structures with the goal of improving profitability while staying compliant.

Key Responsibilities

Present and sell all F&I products while maintaining a customer-first experience.
Structure and secure financing through a wide network of prime and subprime lenders.
Maintain strong relationships with lending partners.
Maximize product penetration while following applicable compliance requirements.
Ensure contracts are funded quickly and accurately.
Review deal structure with sales management to maximize profitability.
Deliver an outstanding finance experience from start to finish.

What Matters Most

Vehicle Service Contracts (VSC)
GAP Protection
Tire & Wheel Protection
Efficient Funding & Contract Accuracy
Compliance & Deal Structure
Customer Satisfaction

Required Qualifications

Minimum 3 years of Automotive F&I experience (Required).
Proven track record in a high-volume dealership environment.
Strong knowledge of both prime and subprime financing.
Demonstrated success selling VSC, GAP, Tire & Wheel, and other aftermarket products.
Strong understanding of funding requirements and lender stipulations.
Excellent closing, communication, and relationship-building skills.
Valid driver’s license.
Spanish (Required).

Preferred Experience and Tools

Experience with Dealertrack, RouteOne, or similar dealership software (preferred).

Technologies

Dealertrack
RouteOne

Compensation

USD 104,000 - 240,000 per year (based on experience, production, product performance, and funding efficiency). The role also notes that top performers are rewarded accordingly, with $100,000–$240,000+ annually referenced for compensation.