Finance Associate
Connexa Search Group
Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations, documentation, and transactional support across customer accounts and internal processes. The ideal candidate is detail-oriented, organized, and comfortable working across multiple financial workflows in a dynamic environment. This role partners closely with accounting and finance leadership and supports recurring financial activity, reporting, and administrative coordination. Core Responsibilities Support day-to-day financial operations related to customer accounts, contracts, and financial documentation Assist with preparing and organizing financial agreements, account records, and supporting materials Track account activity and maintain accurate records for balances, payments, and correspondence Generate routine statements, summaries, and internal reports on a recurring basis Assist with month-end processes, including reconciliations and documentation support Coordinate financial communications and confirmations related to account activity Maintain structured digital filing systems to ensure compliance, accuracy, and audit readiness Provide administrative and operational support to accounting and finance teams as needed Qualifications Strong attention to detail with the ability to manage multiple tasks simultaneously Solid organizational and documentation skills Proficiency with Microsoft Excel and general office tools Experience with accounting or financial systems preferred Strong written and verbal communication skills Ability to work independently while collaborating effectively with a broader team Connexa does not advertise all of their positions publicly on LinkedIn. Please follow the Connexa LinkedIn page for updates about opportunities. Please feel free to reach out to Brandon with a direct message. #J-18808-Ljbffr
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$80k - $250k
The best advisory work happens when you can give each household your full attention. If you’ve spent years earning trust — leading discovery well, explaining hard decisions simply, guiding families into retirement with care — you know the hardest part of this career usually...SuggestedWork at officeHome office$61k - $119k
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...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...SuggestedWork at officeWork from homeHome officeFlexible hours- ...to financial aid and accounts receivable processes. The role focuses on providing optimal student experience related to students financing their education. The position communicates with students regarding their options and ensures financial processes are complete in compliance...SuggestedWork at officeFlexible hoursNight shift
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- Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- ...thinking skills and ability to solve complex problems. Exceptional interpersonal and relationship building skills. A Bachelor's degree in finance, business or a related field. Nice-to-Haves Health and Life License (preferred but not required). Successful completion of FINRA...
- ...Point 340 W North Commerce St Wills Point, TX 75169, USA Wills Point 340 W North Commerce St Wills Point, TX 75169, USA The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience...Work at office
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...Analysts and Financial Advisors, if applicable. Qualifications: ~ Bachelor's degree in a related discipline such as Accounting, Finance or Economics ~ Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66 ~ Holds...Bank staffWork at officeLocal area
$45k
...application process for financial aid programs. Responsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing, and returning of federal, state, and other financial aid assistance programs. The Financial Aid...Full timeWork at officeMonday to FridayFlexible hoursShift workAfternoon shift- If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still ...
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...first, fiduciary mindset FINRA registrations or advisory licenses, or the ability to obtain them Background in a wirehouse, independent broker-dealer, bank, or RIA environment Bachelor’s degree in Finance, Business, Economics, or related field preferred #J-18808-Ljbffr...
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
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- ...committed to investing in their growth and development. The Associate Financial Advisor is responsible for managing existing client... ...undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics. ~ Completion of FINRA Securities Industries...Work at officeLocal area
$43.27 - $52.88 per hour
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed Paraplanner to join our growing team. This is an exciting opportunity ...Hourly payTemporary workPrivate practiceLocal area- ...information in creating customized customer solutions.* **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.To...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...billion in assets* $129.3 billion in assets under management and administration* $9.3 million donated to local nonprofits in 2025 56,000 volunteer hours by our employees in2025 Nearest Major Market: Houston Job Segment: Bank, Banking, Banker, Finance #J-18808-Ljbffr...Local area
- Purpose: While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues. Essential Functions: Ensure...Work experience placement
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- ...for various needs. The noise level in the work environment is usually moderate. Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area. Work Hours To meet the department...Hourly payFull timeContract workWork at officeShift work
- ...problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and...Full timeWork at officeAfternoon shiftWeekday work
- Huntington Bank in Itasca, TX is seeking a Customer Experience Banker Non NMLS to be the friendly Financial Concierge for walk-in customers. You will retain and grow consumer and business relationships by identifying goals and recommending deposit products and services...
$20.67 - $31.25 per hour
...unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated... ..., and recommend strategies. Understanding and managing risks associated with banking operations and client transactions. Strong verbal...Hourly payWork experience placementDay shift
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