Wealth Management Agency Operations Specialist
Publicado há 14 dias atrás
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Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .
OverviewAs a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.
You will- Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients
- Process new account opening, funding, and annuity purchase requests
- Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions
- Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts
- Act as point of contact for agency operational issues
- College Degree or relevant work experience
- Strong retirement and wealth management knowledge
- Must be able to work independently and as part of a team
- Must have background in the financial services industry in a service, operational, or sales support role
- Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system
- Must be detail oriented and possess excellent time management skills
- Must understand broker dealer systems for account opening, asset movements, and order entry
- Must be proficient with MS Office programs
- Ability to work remotely with access to high-speed internet services
Salary Range: $57,810.00 - $86,715.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our PromiseAt Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-BeingAs part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
Job location and typeLocation: Remote (work from home) — Full-time
Seniority level- Entry level
- Full-time
- Finance and Sales
Financial Planning Analyst
Publicado há 12 dias atrás
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Join to apply for the Financial Planning Analyst role at Mercor
Get AI-powered advice on this job and more exclusive features.
This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$25.00/hr - $40.00/hr
Company IntroductionMercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Role Overview- Position: Finance Professional – Contract, Remote
- Commitment: 20 hours per week, 2-month duration
- Combine your financial analysis and investment expertise with language mastery to train AI models in the finance domain.
- Translate complex financial concepts into structured rubrics for AI training.
- Write fluently in both Portuguese and English, ensuring precise financial terminology.
- Provide cultural and financial insights specific to Brazilian markets.
- Collaborate with peers to refine content and validate accuracy.
- Native-level fluency in Brazilian Portuguese with strong English skills.
- Advanced degree in Finance, Economics, Accounting, or related field.
- 2–6+ years of professional experience in finance or related sectors.
- Excellent writing, analytical, and communication skills.
- Experience with grading, instructional design, or rubric development.
- Familiarity with generative AI models or machine learning concepts.
- Remote and asynchronous role
- 20 hours per week
- 2-month commitment
- Structured project environment with clear goals
- Submit your resume
- Complete an AI-led interview to assess Portuguese language ability and professional experience
- Follow-up AI-led interview to assess professional background
- Paid work trial to determine suitability
- Receive feedback and onboarding
Apply through Mercor to shape frontier AI research.
#J-18808-LjbffrFinancial planning specialist business partner
Publicado há 14 dias atrás
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Overview
Na Dock você encontra pessoas que ousam o impossível, que sonham os sonhos dos nossos clientes. Abraçamos diferentes perspectivas, liberdade com responsabilidade, oportunidade de construir algo novo, desenvolvimento pessoal e profissional, colaboração e flexibilidade e a oportunidade de participar da desmaterialização do mercado financeiro.
Time de FP&AO time de FP&A é um time de alta performance com grande exposição ao C-Level. Temos um estilo de trabalho direto, focado em entregas, sempre aberto à discussões e novas propostas. É um time com oportunidade de crescimento.
Dia a diaGerar e aprimorar reports de rotina internos (para áreas internas e diretoria) e externos (acionistas, investidores, etc.). Ajudar a construir/melhorar processos. Acompanhar e criar KPIs relevantes para o negócio. Desenvolver estudos pontuais para trazer insights estratégicos. Fazer acompanhamento de budget x realizado de Receita/Cliente/Produto. Fazer Orçamento e Forecast de Receita/Cliente/Produto. Fazer análises de rentabilidade de Cliente/Produto. Ajudar na implantação de ferramentas de automatização.
O que esperamos de vocêFormação em Administração, Economia ou Engenharia. Conhecimento de finanças. Inglês avançado. Excel avançado. Senso de responsabilidade. Raciocínio lógico forte. Capacidade crítica e analítica. Vontade de crescimento e aprendizagem.
Antes de qualquer coisa saiba que você irá se destacar super bem no nosso time, se: conhecimento/experiência no mercado de meios de pagamentos (desejável). Conhecimentos em PowerBi (desejável).
Benefícios- Remote first: política flexível de contratação, a depender da função aplicada e necessidade da área;
- Auxílio alimentação (mercado & restaurante);
- Plano de saúde e odontológico;
- Hospital digital;
- Suporte psicológico para psicoterapia online;
- Orientação ergonômica;
- Wellhub e TotalPass;
- Auxílio mensal para despesas remote first;
- Previdência privada após 6 meses de trabalho;
- Licença parental estendida;
- Auxílio creche;
- Auxílio para pais de filhos especiais;
- Disponibilidade de coworking no Brasil inteiro.
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