AI-Driven Financial Planning Analyst — Associate
SoFi
SoFi is seeking an Associate AI Financial Planning Analyst to assist in enhancing our AI Coach product and improve member experiences. This role requires 3+ years of client-facing experience in financial services and exceptional analytical skills. The analyst will review AI-generated financial guidance, help implement enhancements, and collaborate cross-functionally to ensure optimal performance. Join SoFi to leverage technology for helping thousands of members each day! #J-18808-Ljbffr SoFi
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the AI-Driven Financial Planning Analyst — Associate in Greenville, SC vacancy
- Purpose Financial seeks a Senior Financial Analyst based in South Carolina. This role will involve supporting financial forecasting and planning, leading KPI development, and mentoring junior team members... ...include utilizing AI tools for financial projections...Suggested
- Overview Who we are: Shape a brighter financial future with us. Employee Applicant... ...world. Responsibilities The Associate AI Financial Planning Analyst position is a unique opportunity to... ...identifying patterns, and hypothesis-driven problem-solving Exceptional written...SuggestedRemote work
- Purpose Financial, Inc. seeks a Senior Financial Analyst specializing in AI and data analytics to support financial forecasting and planning across its brands. You will drive KPI dashboards, partner... ...Engineering, and leverage AI-driven forecasting tools to improve accuracy...Suggested
- Lima One Capital in Greenville, SC is seeking a detail-oriented Staff Accountant to support monthly close, financial reporting, and data-driven decision making in a fast-paced real estate lending environment. You will leverage Campfire ERP, Snowflake, Tableau, SQL and...Suggested
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and... ...to help shape how AI understands financial principles and decision-making. In... ..., Wealth Management, and Insurance Planning. Advantages of contracting with us:...SuggestedHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Greenville, SCmore than 2 months ago- ...Finance and is responsible for supporting financial forecasting and planning for Purpose Financial and its family... ...and collaboration with peer analysts to drive improvement of KPI-based financial... ...forecast processes. Utilize AI-driven forecasting tools to improve the speed...Work at office
$50k - $100k
...Happen by Accident Built with Intent. Driven by YOU. At the Boyd Group, our teams work... ...regarding customer drop-offs, repair planning, customer communication, and delivery... ....com to learn more about our company. AI Disclosure Statement:At The Boyd Group and...Daily paidMinimum wageFull timeTemporary workLocal areaGerber Collision & Glass
Greenville, SC2 days ago$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and... ...to help shape how AI understands financial principles and decision-making. In... ..., Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Greenville, SCmore than 2 months ago- ...Position Summary The Information Security Analyst supports the bank’s Information Security Program... .... Reviews all system‑related security plans throughout the organization's network,... ...reviews. Support future initiatives such as AI governance and expanded data governance....Contract work
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and... ...to help shape how AI understands financial principles and decision-making. In... ..., Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Travelers Rest, SCmore than 2 months ago- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every... ...customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington
Greenville, SC4 days ago - ...or more business units within Communicate financial results clearly and effectively to the... ...explanation of variances as compared to plan or historical results. Provides analysis... ...business decision‑making. Results focused – driven to achieve Excellent written and verbal communication...Remote work
AFL
Greenville, SC1 day ago - ...The Senior Financial Analyst is a strategic, high-visibility role that partners... ...the Director of Financial Planning and Analysis, this... ...influencing decisions through data-driven storytelling. Excellent judgment... ...that must be met by an associate to successfully perform the...Work at office
Default Brand
Greenville, SC4 days ago - Ascend LLC in Greenville, South Carolina is looking for a detail-driven FP&A Pricing Analyst to shape pricing strategies and drive revenue growth. You will build financial models, analyze market trends, and guide executive leadership. The position requires a relevant Bachelor...
- ...Financial Analyst III At TD SYNNEX, we believe great finance professionals don't just analyze... ...help the business make informed, data-driven decisions Investigate discrepancies... ...equivalent experience will be considered); Associate degree minimum required Typically 5–...Contract workCasual workWork at officeLocal areaAfternoon shift3 days per week
TD SYNNEX
Greenville, SC2 days ago - ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas... ...service and sales in banking, financial services or goal‑driven retail sales, or business‑to‑business sales experience or military...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington Bancshares, Inc.
Greenville, SC3 days ago - ...certificate from an ABA approved program and/or a bachelor’s degree are preferred, along with an SC Notary certificate. Join a technology-driven law firm with 30 years of excellence, offering flexible work arrangements and competitive compensation packages. #J-18808-Ljbffr...Flexible hours
- ...of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored... ...within authorized limits, documenting actions and setting follow‑up plans that reinforce trust and ease Demonstrate risk excellence...Work experience placement
Jobtailor
Greenville, SC3 days ago - ## Financial Relationship Banker- Woodruff Road, Greenville SC-1Applyremote type: Officelocations: Greenville, SCtime type: Full timeposted... ...service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington Bank
Greenville, SC17 hours ago - Global-Lending-Services is seeking a Business Analyst in Greenville, SC. As an analyst, you will solve critical problems using data analytics, drive improvements across business operations, and support decision-making processes with quantitative and qualitative data analysis...
- Global Lending Services in Greenville is seeking a Business Analyst to analyze credit risk, pricing, and partnership processes. The role involves using data analytics to support business decisions and requires strong qualifications in statistics or related fields. Candidates...
- ...within, these are coveted spots. Lucrative highly performance driven pay plan with F&I friendly sales processes and desks are the perfect... ...to customers. This position works with the sales team and financial institutions to provide financial services to dealership customers...Temporary workWork at office
Ford of Harvey
Greenville, SC1 day ago - ...part of a team of talented people who are driven by new challenges and want to grow in... ...Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location :... ...in Western & Southern Life’s benefit plans, subject to the terms of those plans. Our...Full time
The Western and Southern Life Insurance Company
Greenville, SC3 days ago $50k
...branch-team business model. One financial advisor and one branch office... ..., supported by branch associates, a home-office team and other... ...and adjust the branch business plan to increase branch effectiveness... .... Financial advisors are driven by performance, and we ensure...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Greenville, SC3 days ago- ...career. Make an impact providing expert financial advice with heart. Thrivent is a... ...re: Self-disciplined, independent and driven to succeed. Motivated by helping others... ...recurring revenue streams, and dedicated planning fees for those who qualify. Medical,...Local area
Thrivent Financial
Greenville, SC3 days ago - Southern First Bank seeks an Information Security Analyst to strengthen cybersecurity governance and regulatory readiness. You will collaborate across departments to document and evaluate security controls, identify information security risks, and support management with...
$142.6k - $261.5k
...actively participate in working sessions, and lead workstreams from planning through execution and closure. Develop solutions to complex... ...Operations Management to ITSM processes. Experience with ServiceNow AI capabilities, including Now Assist, AI Agents, and AI Control...Summer holidayFlexible hours$86.21k - $107.84k
...responsible for accounting functions including month-end close, financial statement preparation and analysis, balance sheet... ...opportunities for our customers through fiber-enabled technologies, driven by our customer-first mentality. We invest in the communities we...Full timeWork at officeImmediate startRemote workFlexible hours2 days per weekSegra
Greenville, SC4 days ago- ...Greenville, SC is seeking a Payroll Specialist to join our main office. The role handles payroll processing, budgeting support, and financial reporting for nonprofit programs, with a strong emphasis on accuracy and confidentiality. The successful candidate will have a...Work at officeMonday to Friday
- ...owned staffing and recruiting firm, specializing in the Manufacturing and Logistics sectors. With deep roots in the Southeast, we are driven by values that prioritize Compassionate Service, Responsive Service, Innovative Service, Service with Integrity, Safe Service and...Contract workLocal area
WorkSmart Group
Greenville, SC2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to AI-Driven Financial Planning Analyst — Associate. Be the first to apply!
Related searches
- capital market analyst Greenville, SC
- finance analyst full time Greenville, SC
- program finance analyst Greenville, SC
- commercial finance analyst Greenville, SC
- financial crimes analyst Greenville, SC
- finance analyst Greenville, SC
- financial analyst Greenville, SC
- construction financial analyst Greenville, SC
- senior financial data analyst Greenville, SC
- strategic finance analyst Greenville, SC