Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

gpac

Job PostingA well-respected firm in Indianapolis, Indiana is seeking a hands-on bookkeeper/accountant to join their FP&A/Business Advisory Services Team. They are a firm that focuses on their client's total picture. This is a highly collaborative team that allows plenty of room for growth, a hybrid work environment, and excellent benefits!Associate Advisor (Staff Accountant/CAS Associate) Functions:Demonstrate strong communication skills by answering routine bookkeeping questionsMaintain client relationshipsBe able to learn and adapt to new software's, systems, and processes.Associate Advisor (Staff Accountant/CAS Associate) Qualifications:High School Diploma or equivalent2+ years of experience in Client Accounting Services, Bookkeeping, Outsourced Accounting, or Public AccountingExperience with multi-client accountingProficient in QuickBooks Online & Microsoft ExcelExperience recording and categorizing transactions, bank & credit card reconciliations, and general maintenance of supporting documentsAbility to identify discrepancies and know when to ask questions*Not required but would be consider a plus if you have the following:Associates or Bachelors Degree in Accounting, Finance, or a related fieldFamiliarity with EOS, Bill, FloQast, or other accounting systemsExperience as a day-to-day accounting contact for multiple clientsBenefits/Perks:Medical, Dental & Vision offeredEmployer contribution to your 401k on day 1!Unlimited PTOHybrid Schedule (3 days in office/ 2 remote)Limited busy season hours (Very Little OT Required)Paid Holiday's - 11Generous Parental LeaveFree financial planning & tax preparationTuition & CPE ReimbursementBonus Opportunities

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Brownsburg, IN vacancy
  • $41.5k - $65.5k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Avon, IN
    4 days ago
  •  ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Brownsburg, IN
    1 day ago
  • Creative Financial Staffing, LLC is seeking a Financial Analyst to monitor budgets, forecast performance, and conduct variance analyses. The role emphasizes partnership with operations and sales leadership to drive strategic planning and cost control. Hybrid schedule available... 
    Suggested
    Work from home
    Monday to Friday

    Creative Financial Staffing, LLC

    Avon, IN
    2 days ago
  •  ...deliver exceptional service to customers and prospects in a dynamic, multi-channel environment. You will identify needs, offer tailored financial solutions, and collaborate with branch teams and partners to enhance the customer experience while supporting growth and... 
    Suggested

    BMO

    Avon, IN
    1 day ago
  • First Financial Bank is seeking a Consumer Banker to engage existing clients and prospect new ones, deepening relationships by booking business directly and via referrals to internal partners. The role emphasizes both service and sales, including digital banking support... 
    Suggested

    First Financial Bank

    Avon, IN
    1 day ago
  •  ...Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. This position requires the ability to serve as a Notary Public in the applicable state. Benefits... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Brownsburg, IN
    3 days ago
  •  ...participate in STEM OPT for this position. **Job Description** + Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers... 
    Full time
    Part time
    Work experience placement
    Work at office

    PNC

    Brownsburg, IN
    3 days ago
  •  ...Indiana Members Credit Union, ensuring a positive and efficient banking experience. Your role is critical in processing a variety of financial transactions accurately and securely, including deposits, withdrawals, and payments. You will be responsible for maintaining the... 
    Remote work
    Night shift

    Indiana Members Credit Union

    Avon, IN
    4 days ago
  • $800 - $2,000 per week

    Security Sales Representative - $800 - $2,000/Week Intense Fire & Burglar Alarms is a fast-growing security systems company specializing in residential and commercial alarm systems, video surveillance, fire protection, and access control solutions . Our model combines...
    Long term contract
    Full time
    Contract work
    Temporary work
    Immediate start
    Flexible hours

    Intense Fire & Burglar Alarms

    Brownsburg, IN
    6 days ago
  •  ...or businesses to determine the risk involved in lending money or extending credit. What You'll Do Analyzes credit data and financial statements of individuals or businesses to identify the degree of risk involved in lending money or extending credit. For individuals... 
    Work at office

    Park Avenue Group

    Brownsburg, IN
    5 days ago
  •  ...Job Description Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Avon, IN
    5 days ago
  •  ...issues, and other early warning indicators before loans become troubled assets. Facilitate client discussions regarding current financial performance, business trends, and other developments that may impact credit quality or loan performance. Ensure loan renewals,... 

    Merchants Bancorp

    Brownsburg, IN
    2 days ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies... 

    WealthBridge Financial Group

    Brownsburg, IN
    16 days ago
  • $75k - $85k

     ...Financial Analyst $75,000 $85,000 + 15% KPI Bonus Why This Opportunity Stands Out: Hybrid schedule with WFH flexibility on Mondays and Fridays Bonus opportunity tied to company and individual performance High-visibility role partnering with operations, sales, and... 
    Work from home
    Monday to Friday

    Creative Financial Staffing

    Avon, IN
    5 days ago
  •  ...touch athlete experience by guiding athletes through checkout, loyalty programs, and services with confidence and expertise. As an Advisor, you build strong connections, drive engagement, and help create a seamless and memorable end-to-end shopping journey. Be part of a... 

    Dick's Sporting Goods

    Avon, IN
    4 days ago
  •  ...Description Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending. You will apply your knowledge of home...  ...to regulatory requirements while marketing and promoting the financial products offered by Chase. You will have an opportunity to grow... 
    Work experience placement
    Local area
    Relocation

    JPMorganChase

    Avon, IN
    1 day ago
  • BMO Financial Group is seeking a customer-focused banking professional to deliver exceptional service and tailor financial solutions for customers and prospects. The role involves needs-based assessments, proactive outreach, and collaboration with branch teams to grow loyalty... 

    BMO U.S.

    Avon, IN
    1 day ago
  • Parts Counter Person Andy Mohr Automotive Group has been a staple in the state of Indiana for over 25 years. We are focused on creating an amazing work environment for our employees thanks to good management, quality customer service, and inventories big enough to satisfy...
    Local area

    Andy Mohr Automotive Group

    Avon, IN
    1 day ago
  •  ...appearanceProfessional ExcellenceDemonstrates a consistently high level of professional judgmentProvides customers with accurate and reliable financial informationDemonstrates strong customer service and communication skillsMaintains independent and objectivity in carrying out... 
    Full time
    Work at office
    Local area
    Shift work
    Night shift

    Home Bank SB

    Plainfield, IN
    13 days ago
  •  ...team members, and vendors via phone, video, and in person. Visual acuity sufficient to read computer screens, printed documents, and financial data. Occasional standing, walking, bending, or reaching. Ability to lift and carry up to 1015 pounds occasionally (e.g., files,... 
    Temporary work
    Work at office
    Flexible hours

    Bro Squad Racing

    Plainfield, IN
    4 days ago
  • Parts Counter Associate The parts counter person job duties include but are not limited to: Greet customers at the parts counter and assist them in identifying and purchasing the correct parts for their string trimmers, mower and other small engine equipment. ...

    Ace Hardware

    Avon, IN
    5 days ago
  •  ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back... 
    Full time
    Local area

    Woodforest National Bank

    Plainfield, IN
    2 days ago
  • $13.3 per hour

     ...About The Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty... 
    Part time
    Flexible hours
    Night shift
    Weekend work

    Kohl's

    Brownsburg, IN
    2 days ago
  • Midwest Transit Equipment, Inc. is seeking a Full Time Parts Inventory Clerk in Whitestown, IN to manage warranty and order returns and keep paperwork organized. The role involves coordinating with international vendors, UPS and other carriers, and ensuring proper stock...
    Full time

    Midwest Transit Equipment

    Whitestown, IN
    5 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Speedway, IN
    18 days ago
  • Summary of Role The Media & Marketing Specialist is The Revival Project's first dedicated marketing hire and the engine behind how the movement shows up in the world. Working under the coaching of the Director of Product & Platform, this person develops the social media...

    The Revival Project)

    Brownsburg, IN
    3 days ago
  • Full Time Parts Inventory Clerk Midwest Transit Equipment, Inc. seeks a Full Time Parts Inventory Clerk for our Whitestown, IN location. Who we are: For over 50 years, we have been known for our honesty and integrity in our dealings with both our manufacturers...
    Full time
    Temporary work

    Midwest Transit Equipment

    Whitestown, IN
    4 days ago
  •  ...Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing... 
    Flexible hours

    First Merchants Bank

    Plainfield, IN
    5 days ago
  •  ...Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and...  ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase & Co.

    Plainfield, IN
    more than 2 months ago
  • $12 - $14 per hour

    Job Description Job Description Benefits: Bonus based on performance Employee discounts Flexible schedule Opportunity for advancement Training & development Beauty Consultant Part Time Come Join The Leader In The Industry! We are seeking passionate...
    Base plus commission
    Hourly pay
    Part time
    Flexible hours
    Night shift

    Palm Beach Tan - Brookman, Inc.

    Plainfield, IN
    21 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!