I'm looking for a job. I exported this list from FewerJobs.com - a curated job board.

Please:
1. Rank these jobs by fit for me, given my resume / skills.
2. Highlight the top 5 with a one-sentence rationale each.
3. Flag any concerns, including benefit values without source-backed evidence.
4. Suggest one or two filter changes I could make on FewerJobs to find more good matches.

Filters I applied:
- q: Broadridge Financial Solutions
- quality_floor: default
- match_401k_strict: true
- parental_strict: true
- non_birth_strict: true
- pto_strict: true
- include_older: false
- apply_url_verified: false
- page: 4
- per_page: 100
- sort: relevance

Jobs (100 total):

---
TITLE: Financial Solutions Advisor - Stonestown Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: San Francisco (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-26
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Francisco/Financial-Solutions-Advisor---Stonestown-Financial-Center_26006888-2
EXCERPT: Financial Solutions Advisor - Stonestown Financial Center San Francisco posted: Posted 17 Days Ago
---
TITLE: Financial Solutions Advisor - Oakleaf Plaza Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Jacksonville (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-01
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor---Oakleaf-Plaza-Financial-Center_26018870
EXCERPT: Financial Solutions Advisor - Oakleaf Plaza Financial Center Jacksonville posted: Posted 11 Days Ago
---
TITLE: Senior Finance Business Partner
EMPLOYER: Monzo
LOCATION: London (unspecified)
SALARY: GBP 84K-99K
POSTED: 2026-05-15
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/monzo/jobs/7921307
EXCERPT: Senior Finance Business Partner London 🚀 We're on a mission to make money work for everyone. We're waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts , accounts for 16-17 year olds , a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save , invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍London | 💰 £84,200 - £99,000 + incentive awards tied to your performance + Benefits | Hear from the team ✨ ⭐ Our Commercial Finance team Our Finance team is growing and we are looking for a Senior Finance Business Partner to join the Commercial finance team and support the Marketing and Growth teams. You will work in a team that manages the P&L and Balance Sheet to deliver on the financial plan, supports the business in strategic financial decisions and challenges to improve performance.The role covers all aspects of financial performance and planning and you will own the end-to-end financials
---
TITLE: Senior Account Executive
EMPLOYER: Pylon
LOCATION: New York City (in office) | Menlo Park Office (onsite)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://jobs.ashbyhq.com/pylon/c48ae8bb-3851-46d1-a9f5-5da9a7afa60f
EXCERPT: Senior Account Executive New York City (in office) | Menlo Park Office About Pylon America's $13T mortgage market is one of the most important financial systems in the world. It underwrites the middle class and is the mechanism through which millions of families build wealth. But while every other financial instrument has been simplified to an API call, mortgages are still assembled by hand. We started from zero and created the first vertically integrated mortgage platform that turns origination into a single API. Publicly traded companies and the country's largest originators are already building on Pylon. Revenue is compounding monthly. We're backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. Working at Pylon isn't for those seeking comfort. The people who thrive here have high agency, strong opinions, and a track record of delivering outcomes without direction. Many of us are former founders. We move quickly, challenge each other directly, and take full ownership of results. It's hard work, but it will be worth it. Join us in building America's mortgage rails. About the Role The Senior Account Executive (Wholesale) will acquire, activate, and grow high-potential mortgage broker partners Nationally. You'll carry an aggressive production quota, own the broker lifecycle from first meeting to first fund to sustained growth, and serve as the face of Pylon's programmatic infrastructure. Key Responsibilities: - Sales Pipeline Ownership: Own and manage a full sales pipeline from lead qualification through to closed-won deals. You will be
---
TITLE: Financial Solutions Advisor Registration Candidate - Alpharetta Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Alpharetta (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Alpharetta/Financial-Solutions-Advisor-Registration-Candidate---Alpharetta-Financial-Center_26020529
EXCERPT: Financial Solutions Advisor Registration Candidate - Alpharetta Financial Center Alpharetta posted: Posted Today
---
TITLE: Financial Solutions Advisor - San Marco Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Jacksonville (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor---San-Marco-Financial-Center_26015274
EXCERPT: Financial Solutions Advisor - San Marco Financial Center Jacksonville posted: Posted 2 Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Coors Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Albuquerque (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Albuquerque/Financial-Solutions-Advisor-Registration-Candidate---Coors-Financial-Center_26020344
EXCERPT: Financial Solutions Advisor Registration Candidate - Coors Financial Center Albuquerque posted: Posted Yesterday
---
TITLE: Servicing Transfer Senior Specialist
EMPLOYER: Pennymac Financial Services INC
LOCATION: Carrollton, Texas; Moorpark, California (unspecified)
SALARY: $65K-$100K
POSTED: 2026-05-05
K401_MATCH: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://careers-pennymac.icims.com/jobs/39358/login
EXCERPT: Servicing Transfer Senior Specialist Carrollton, Texas; Moorpark, California PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Servicing Transfer Specialist manages complex service releases and acquisitions, coordinating with internal departments and external partners to ensure accurate and timely transfers. This role requires deep expertise in servicing processes, regulations, and contracts to mitigate risk, resolve critical discrepancies and ensure seamless transfers. The responsibilities of this role encompasses complete transaction oversight, detailed tracking of progress, and the upkeep of crucial records. The Senior Servicing Transfer Specialist will: Lead and Manage servicing transfer oversight activities for complex bulk acquisition and service release transactions, leveraging established project plans and tracking methods Provide expert-level oversight and guidance to internal and external business partners, ensuring acquisition and release transactions are executed efficiently Reviews customer communication for alignment with transfer timelines and collaborates with the management team for review and approval Help develop and maintain tools to effectively manage events that are critical to a successful transaction Analyzes data integrity reports to identify necessary line of business actions and confirms that
---
TITLE: Financial Solutions Advisor - South Austin & North San Antonio Area
EMPLOYER: Bank of America Corporation
LOCATION: 5 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Antonio/Financial-Solutions-Advisor---South-Austin---North-San-Antonio-Area_26020536
EXCERPT: Financial Solutions Advisor - South Austin & North San Antonio Area 5 Locations posted: Posted Today
---
TITLE: Financial Solutions Advisor Registration Candidate - Tracy Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Tracy (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-03
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Tracy/Financial-Solutions-Advisor-Registration-Candidate---Tracy-Financial-Center_26019342
EXCERPT: Financial Solutions Advisor Registration Candidate - Tracy Financial Center Tracy posted: Posted 9 Days Ago
---
TITLE: Relationship Banker or Senior Relationship Banker Broad River
EMPLOYER: Truist Financial Corporation
LOCATION: Irmo, SC (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Irmo-SC/Relationship-Banker-or-Senior-Relationship-Banker-Broad-River_R0115599
EXCERPT: Relationship Banker or Senior Relationship Banker Broad River Irmo, SC posted: Posted Yesterday
---
TITLE: Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Bloomfield (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Bloomfield/Financial-Solutions-Advisor-Registration-Candidate---Bloomfield-Financial-Center_26014294
EXCERPT: Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center Bloomfield posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Antioch Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Antioch (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Antioch/Financial-Solutions-Advisor-Registration-Candidate---Antioch-Financial-Center_26015943
EXCERPT: Financial Solutions Advisor Registration Candidate - Antioch Financial Center Antioch posted: Posted 30+ Days Ago
---
TITLE: Paraplanner
EMPLOYER: Legal & General
LOCATION: Solihull, England, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.smartrecruiters.com/LegalAndGeneral/744000125127338-paraplanner
EXCERPT: Paraplanner Solihull, England, United Kingdom Company Description: Legal & General (L&G) is a leading UK financial services group and major global investor. We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world's largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Who we are Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement. We're a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways. Job Description: Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You'll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment. What you'll be doing: Preparing
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TITLE: Financial Solutions Advisor Registration Candidate - Haymarket Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Haymarket (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Haymarket/Financial-Solutions-Advisor-Registration-Candidate---Haymarket-Financial-Center_26010303
EXCERPT: Financial Solutions Advisor Registration Candidate - Haymarket Financial Center Haymarket posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Broomall Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Broomall (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Broomall/Financial-Solutions-Advisor-Registration-Candidate---Broomall-Financial-Center_26016438
EXCERPT: Financial Solutions Advisor Registration Candidate - Broomall Financial Center Broomall posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor - South Austin & North San Antonio Area
EMPLOYER: Bank of America Corporation
LOCATION: 5 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Antonio/Financial-Solutions-Advisor---South-Austin---North-San-Antonio-Area_26012328-1
EXCERPT: Financial Solutions Advisor - South Austin & North San Antonio Area 5 Locations posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Wantagh Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Wantagh (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Wantagh/Financial-Solutions-Advisor-Registration-Candidate---Wantagh-Financial-Center_26012321
EXCERPT: Financial Solutions Advisor Registration Candidate - Wantagh Financial Center Wantagh posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Newington Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Newington (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Newington/Financial-Solutions-Advisor-Registration-Candidate---Newington-Financial-Center_26014873
EXCERPT: Financial Solutions Advisor Registration Candidate - Newington Financial Center Newington posted: Posted 30+ Days Ago
---
TITLE: Strategic Finance Manager
EMPLOYER: PPRO
LOCATION: London (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-18
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
APPLY_URL: https://jobs.lever.co/ppro/df117c57-77f5-4eb5-95b8-d60e12ce7893
EXCERPT: Strategic Finance Manager London At PPRO, our mission is to simplify access to local payment methods and our vision is to enable the sale of goods and services to anyone in the world using their preferred way to pay. We empower partners such as Ant Group, PayPal and Stripe to access new markets, connect with more customers, and accelerate their growth. Our strength lies in our diverse global team with 50+ nationalities and 10+ international locations- all united around one goal - to deliver the best possible products and services to our partners and customers. While our company mission is to keep innovating global commerce, our internal mission is to #chooseaction, #beopen, #thinkcustomer, #gofurther and #wintogether The Purpose: As a Strategic Finance Manager at PPRO, you will be a pivotal leader within the Strategic Finance team, bridging the gap between corporate financial discipline and commercial growth. You will embed yourself within our global organization-spanning Europe, the Americas, and APAC-to act as a trusted advisor to senior leadership. This unique role bridges the gap between operational discipline and strategic growth. You will spearhead our OpEx reporting infrastructure while playing a pivotal role in budgeting , pricing optimization, and go-to-market execution. To thrive, you must be a master of the P&L, capable of balancing granular cost management with the commercial acumen needed to structure complex, multi-million dollar partnerships. At PPRO, our mission is to simplify access to local payment methods and our vision is to enable the sale of goods and services
---
TITLE: Customer Experience Representative, Derivatives
EMPLOYER: Robinhood Markets
LOCATION: Chicago, IL; Denver, CO; Westlake, TX (unspecified)
SALARY: $34-$40/hr
POSTED: 2026-03-13
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7707756?t=gh_src=&gh_jid=7707756
EXCERPT: Customer Experience Representative, Derivatives Chicago, IL; Denver, CO; Westlake, TX Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood is seeking experienced CX professionals with a passion for derivative products (futures, options on futures, forex, etc.) to join the Advanced Services team. This team will support customers including power customers on complex topics including margin, options and futures. Robinhood Derivatives, LLC is a new Robinhood subsidiary looking to provide a best-in-class futures product, and later options on futures, forex, and futures across multiple account types. If selected for this role, you will help shape the brand of this exciting new product suite, and have an opportunity to support customers as they employ sophisticated investment strategies to deliver on their unique investment objectives. Applications for this role
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TITLE: Business Analyst: Exotic Interest Rate and Credit Derivatives
EMPLOYER: Citigroup Inc.
LOCATION: BELFAST, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859035130541
EXCERPT: Business Analyst: Exotic Interest Rate and Credit Derivatives BELFAST, United Kingdom
---
TITLE: Financial Solutions Advisor Registration Candidate - Vista Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Vista (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Vista/Financial-Solutions-Advisor-Registration-Candidate---Vista-Financial-Center_26016680
EXCERPT: Financial Solutions Advisor Registration Candidate - Vista Financial Center Vista posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Manteca Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Manteca (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-29
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Manteca/Financial-Solutions-Advisor-Registration-Candidate---Manteca-Financial-Center_26012470-1
EXCERPT: Financial Solutions Advisor Registration Candidate - Manteca Financial Center Manteca posted: Posted 14 Days Ago
---
TITLE: Mortgage Specialist
EMPLOYER: HSBC Holdings plc
LOCATION: Buffalo, New York, United States (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://portal.careers.hsbc.com/careers/job/563774611418456
EXCERPT: Mortgage Specialist Buffalo, New York, United States
---
TITLE: Financial Solutions Advisor - Corte Madera Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Corte Madera (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Corte-Madera/Financial-Solutions-Advisor---Corte-Madera-Financial-Center_26020263-2
EXCERPT: Financial Solutions Advisor - Corte Madera Financial Center Corte Madera posted: Posted 2 Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Hollister Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Hollister (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-26
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Hollister/Financial-Solutions-Advisor-Registration-Candidate---Hollister-Financial-Center_26018222
EXCERPT: Financial Solutions Advisor Registration Candidate - Hollister Financial Center Hollister posted: Posted 17 Days Ago
---
TITLE: Financial Advisor, Investment & Retirement Planning - LEAMINGTON, ONTARIO
EMPLOYER: Bank of Nova Scotia
LOCATION: Leamington (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Leamington-Financial-Advisor%2C-Investment-&-Retirement-Planning-LEAMINGTON%2C-ONTARIO-ON-N8H3C2/600497717/
EXCERPT: Financial Advisor, Investment & Retirement Planning - LEAMINGTON, ONTARIO Leamington Requisition ID: 253893 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g
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TITLE: Financial Solutions Advisor Registration Candidate - Brentwood Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Brentwood (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-26
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Brentwood/Financial-Solutions-Advisor-Registration-Candidate---Brentwood-Financial-Center_26005657-1
EXCERPT: Financial Solutions Advisor Registration Candidate - Brentwood Financial Center Brentwood posted: Posted 17 Days Ago
---
TITLE: Wealth Advisor
EMPLOYER: The PNC Financial Services Group, Inc.
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pnc.wd5.myworkdayjobs.com/External/job/OH---Cincinnati-45202/Wealth-Advisor_R218385-1
EXCERPT: Wealth Advisor 2 Locations posted: Posted Today
---
TITLE: Financial Solutions Advisor Registration Candidate - Euclid Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Euclid (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Euclid/Financial-Solutions-Advisor-Registration-Candidate---Euclid-Financial-Center_26012921
EXCERPT: Financial Solutions Advisor Registration Candidate - Euclid Financial Center Euclid posted: Posted 30+ Days Ago
---
TITLE: Senior Associate - Treasury & Fund Operations
EMPLOYER: Stepstone Group Inc
LOCATION: La Jolla (unspecified)
SALARY: Not disclosed
POSTED: 2026-04-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://www.stepstonegroup.com/current-opportunities/?gh_jid=7801042
EXCERPT: Senior Associate - Treasury & Fund Operations La Jolla We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: StepStone Group LP (StepStone) seeks a Sr. Associate, Treasury & Fund Operations (TFO) for its La Jolla, CA location. Essential Job Functions: - Coordinate critical treasury and investment operations functions across multiple evergreen private debt funds. - Shape operational strategy, optimize liquidity and ensure seamless execution for sophisticated private credit products. - Facilitate onboarding of new funds and credit lines within the private credit and private wealth industry. - Coordinate bank account openings with custodians and manage credit line arrangements. - Monitor cash balances across multiple investment vehicles to ensure liquidity. - Execute capital calls, distributions and drawdowns while incorporating GP funding projections into cash planning. - Record and reconcile investment transactions, including loan disbursements, interest accruals and repayments. - Calculate liquidity ratios and metrics as part of cash planning and credit facility management. - Assess borrowing capacity and perform stress testing on cash flows. - Arrange closings for private debt investments, including corporate loans, CLOs, primary fund commitments and secondary transactions. - Mentor a team of analysts by managing task allocation, tracking performance and fostering skills development. - Organize borrowing arrangements, track covenant compliance and schedule repayments. - Prompt
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TITLE: Financial Solutions Advisor - Black Rock Turnpike Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Fairfield (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-03
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Fairfield/Financial-Solutions-Advisor----Black-Rock-Turnpike-Financial-Center_26019268
EXCERPT: Financial Solutions Advisor - Black Rock Turnpike Financial Center Fairfield posted: Posted 9 Days Ago
---
TITLE: Financial Solutions Advisor - West Hartford Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: West Hartford (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/West-Hartford/Financial-Solutions-Advisor---West-Hartford-Financial-Center_26001037
EXCERPT: Financial Solutions Advisor - West Hartford Financial Center West Hartford posted: Posted 30+ Days Ago
---
TITLE: Senior Manager, Strategic Finance
EMPLOYER: RADAR
LOCATION: New York, NY or San Francisco Bay Area (unspecified)
SALARY: $180K-$240K
POSTED: 2026-06-05
APPLY_URL: https://job-boards.greenhouse.io/radar/jobs/7960799
EXCERPT: Senior Manager, Strategic Finance New York, NY or San Francisco Bay Area ABOUT US E-commerce got real-time data infrastructure decades ago. Physical stores still have not. RADAR is changing that. RADAR is building the data infrastructure layer for the physical world, starting with retail. Our hardware-enabled SaaS platform uses proprietary overhead sensors, software, and AI-powered analytics to locate every product in a store, continuously, down to the fixture. We are deployed across 1,400+ stores with retailers including American Eagle Outfitters and Old Navy, processing tens of billions of real-world events every day, delivering 99%+ accuracy in complex, noisy environments - at fleet scale. RADAR is one of the best-funded companies in retail technology, backed by a recent Series B financing at a $1 billion valuation. Inventory accuracy is only the beginning. We believe RADAR can become foundational infrastructure for the physical economy, powering new AI-driven commerce experiences across retail and beyond. Join us if you want to work on a large, unsolved, technically challenging problem with an ambitious team building category-defining technology. OUR VALUES - Mission-Driven: We're transforming retail with cutting-edge technology and building something that truly matters. - Collaborative Team: We thrive on curiosity, shared goals, and solving complex problems together. - High Impact: You'll make meaningful contributions from day one and help shape the future of our product and company. - Clear Communication: We value honesty, humility, and respectful dialogue-everyone's voice matters. - Balanced Lives: We work hard, but not at the expense of well-being. We respect time,
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TITLE: Financial Solutions Advisor - Ponte Vedra Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Ponte Vedra Beach (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-05
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Ponte-Vedra-Beach/Financial-Solutions-Advisor---Ponte-Vedra-Financial-Center_26019512-2
EXCERPT: Financial Solutions Advisor - Ponte Vedra Financial Center Ponte Vedra Beach posted: Posted 7 Days Ago
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TITLE: Client Manager, Retirement Plans - The Baldwin Group Financial Services
EMPLOYER: Baldwin Insurance Group INC Class
LOCATION: Irvine, California, US (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-06
APPLY_URL: https://baldwin.wd1.myworkdayjobs.com/Baldwin/job/Irvine-California-US/Client-Manager--Retirement-Plans---The-Baldwin-Group-Financial-Services_JR109430
EXCERPT: Client Manager, Retirement Plans - The Baldwin Group Financial Services Irvine, California, US The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Job Description PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer additional support in facilitating RFP's from various vendors through the RPAG system Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction Special projects as needed EDUCATION AND EXPERIENCE: Bachelor's Degree preferred. 2-4 years of working experience in customer service in the financial services industry or analytical role preferred. Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills. Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire. SKILLS AND ABILITIES: Excellent customer services skills. Extremely detail oriented, exceptional
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TITLE: Wealth Planning Advisor
EMPLOYER: Citigroup Inc.
LOCATION: SINGAPORE, Singapore (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859033656065
EXCERPT: Wealth Planning Advisor SINGAPORE, Singapore
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TITLE: Financial Solutions Advisor Registration Candidate - Washington Ave Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Kingston (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Kingston/Financial-Solutions-Advisor-Registration-Candidate---Washington-Ave-Financial-Center_26015650
EXCERPT: Financial Solutions Advisor Registration Candidate - Washington Ave Financial Center Kingston posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate -K Street Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Washington (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Washington/Financial-Solutions-Advisor-Registration-Candidate--K-Street-Financial--Center_26011884-1
EXCERPT: Financial Solutions Advisor Registration Candidate -K Street Financial Center Washington posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Ohio City Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Cleveland (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Cleveland/Financial-Solutions-Advisor-Registration-Candidate---Ohio-City-Center_26012671
EXCERPT: Financial Solutions Advisor Registration Candidate - Ohio City Financial Center Cleveland posted: Posted 4 Days Ago
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TITLE: Account Maintenance - IBroker Specialist
EMPLOYER: Interactive Brokers
LOCATION: Chicago, IL (unspecified)
SALARY: $70K-$90K
POSTED: 2026-05-22
K401_MATCH: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/ibkr/jobs/8560058002
EXCERPT: Account Maintenance - IBroker Specialist Chicago, IL Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) About your Team: Introducing Broker (iBroker) Master Account Specialists are responsible for the processing and onboarding of Introducing Broker clients. This role requires a strong knowledge of company KYC requirements, a strong business acumen, and the ability to communicate professionally and effectively with large, Sales Representatives/institutional clients. iBroker specialists act as the first line of defense towards external risk for the company. What will be your responsibilities within IBKR: - Review and assess application documents provided by clients for KYC sufficiency - Collect documentation for compilation of the FINRA packet submission and review
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TITLE: Financial Solutions Advisor Registration Candidate - Midtown Center Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Atlanta (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-19
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Atlanta/Financial-Solutions-Advisor-Registration-Candidate---Midtown-Center--Financial-Center_26017537
EXCERPT: Financial Solutions Advisor Registration Candidate - Midtown Center Financial Center Atlanta posted: Posted 24 Days Ago
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TITLE: Senior Asset Resolution Specialist
EMPLOYER: East West Bancorp
LOCATION: Rowland Heights, CA, US (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://careers-eastwestbank.icims.com/jobs/12770/senior-asset-resolution-specialist/job
EXCERPT: Senior Asset Resolution Specialist Rowland Heights, CA, US Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Senior Asset Resolution Specialist is responsible for the collection of overdue payments for Single Family Loans, Home Equity Lines of Credit and Credit Cards while minimizing collection costs and loan losses on assigned accounts. This role conducts timely and effective collection follow-up in varying stages, and on accounts where a potential for risk to the Bank is evident. This position is open for additional responsibility which could include monitoring Bankruptcies, initiating Notice of Defaults and processing Foreclosures. The specialist must follow and ensure compliance with all regulatory compliance requirements
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TITLE: Financial Solutions Advisor Registration Candidate - Eastland Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: West Covina (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-01
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/West-Covina/Financial-Solutions-Advisor-Registration-Candidate---Eastland-Financial-Center_26018963-2
EXCERPT: Financial Solutions Advisor Registration Candidate - Eastland Financial Center West Covina posted: Posted 11 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - North Waltham Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Waltham (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-21
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Waltham/Financial-Solutions-Advisor-Registration-Candidate----North-Waltham-Financial-Center_26017879
EXCERPT: Financial Solutions Advisor Registration Candidate - North Waltham Financial Center Waltham posted: Posted 22 Days Ago
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TITLE: Associate, Payroll Operations
EMPLOYER: Vestwell
LOCATION: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (unspecified)
SALARY: $60K-$72K
POSTED: 2026-06-03
APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7753241003
EXCERPT: Associate, Payroll Operations New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about growing our Operations team with entry-level Operations Associates who are passionate about our mission to change the retirement Fin-Tech space. At a high level, we're looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be key to powering transactions on the platform and ensuring it runs at full speed while exercising independent judgment in resolving complex, high-impact operational issues that directly affect client outcomes and regulatory compliance. We're a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple courses of action and determining appropriate resolution paths within established operational and regulatory frameworks. What Will You Be Doing? This role regularly exercises independent judgment on matters of
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TITLE: Wealth Support Specialist II ( Austin, TX.)
EMPLOYER: Truist Financial Corporation
LOCATION: Austin, TX (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
PARENTAL_LEAVE_WEEKS: 10 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Austin-TX/Wealth-Support-Specialist-II---Austin--TX-_R0114043
EXCERPT: Wealth Support Specialist II ( Austin, TX.) Austin, TX posted: Posted Yesterday
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TITLE: Financial Solutions Advisor - Clifton Country Road Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Clifton Park (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Clifton-Park/Financial-Solutions-Advisor----Clifton-Country-RoadFinancial-Center_26019078-2
EXCERPT: Financial Solutions Advisor - Clifton Country Road Financial Center Clifton Park posted: Posted 10 Days Ago
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TITLE: Senior Financial Advisor - Jane & Major MacKenzie, Vaughan, ON
EMPLOYER: Bank of Nova Scotia
LOCATION: Vaughan (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Vaughan-Senior-Financial-Advisor-Jane-&-Major-MacKenzie%2C-Vaughan%2C-ON-ON-L6A3L2/603252017/
EXCERPT: Senior Financial Advisor - Jane & Major MacKenzie, Vaughan, ON Vaughan Requisition ID: 264152 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer's comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships A strategic mindset to develop personalized financial strategies including day-to-day
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TITLE: Financial Solutions Advisor Registration Candidate - Cranberry Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Cranberry Township (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Cranberry-Township/Financial-Solutions-Advisor-Registration-Candidate---Cranberry-Financial-Center_26019056
EXCERPT: Financial Solutions Advisor Registration Candidate - Cranberry Financial Center Cranberry Township posted: Posted 10 Days Ago
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TITLE: Credit Business Analyst, Growth
EMPLOYER: Robinhood Markets, Inc.
LOCATION: Menlo Park, CA; New York, NY; Washington, DC (unspecified)
SALARY: $166K-$195K
POSTED: 2026-06-03
K401_MATCH: yes (not source-backed)
MATCH_401K_PCT: 0
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7961175?t=gh_src=&gh_jid=7961175
EXCERPT: Credit Business Analyst, Growth Menlo Park, CA; New York, NY; Washington, DC Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Credit Card business team's mission is to shape Robinhood's vision in the credit and banking space by delivering smart, customer-focused financial solutions. Our team is dedicated to reshaping the credit landscape and redefining the way people interact with financial services daily. By using data and customer feedback, we design growth initiatives that expand our credit card offerings. We aim to make financial services accessible to everyone, building programs that support Robinhood's broader goals! As Credit Business Analyst, Growth, you will be responsible for owning a portion of the growth strategy for credit cards. You will work closely with credit, product and operations to execute strategies
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TITLE: Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Sacramento (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-22
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Sacramento/Financial-Solutions-Advisor-Registration-Candidate---Calvine-Pointe-Financial-Center_26018053
EXCERPT: Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center Sacramento posted: Posted 21 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate –Cottman Plaza Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Philadelphia (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Philadelphia/Financial-Solutions-Advisor-Registration-Candidate--Cottman-Plaza-Financial-Center_26018871
EXCERPT: Financial Solutions Advisor Registration Candidate –Cottman Plaza Financial Center Philadelphia posted: Posted 10 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Apple Valley Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: APPLE VALLEY (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/APPLE-VALLEY/Financial-Solutions-Advisor-Registration-Candidate---Apple-Valley-Financial-Center_26020221
EXCERPT: Financial Solutions Advisor Registration Candidate - Apple Valley Financial Center APPLE VALLEY posted: Posted 2 Days Ago
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TITLE: Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL
EMPLOYER: Bank of America Corporation
LOCATION: Elmhurst (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Elmhurst/Financial-Solutions-Advisor---Consumer-Investments---Elmhurst-South--IL_25023785-1
EXCERPT: Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Elmhurst posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor - Southern Inland Empire
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-15
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Palm-Desert/Financial-Solutions-Advisor---Southern-Inland-Empire_26017028-1
EXCERPT: Financial Solutions Advisor - Southern Inland Empire 4 Locations posted: Posted 28 Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee - Northbrook Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Wilmette (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Wilmette/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee----Northbrook-Financial-Center_26000922
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee - Northbrook Financial Center Wilmette posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - North Haven Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: North Haven (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-01
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/North-Haven/Financial-Solutions-Advisor-Registration-Candidate---North-Haven-Financial-Center_26018862
EXCERPT: Financial Solutions Advisor Registration Candidate - North Haven Financial Center North Haven posted: Posted 11 Days Ago
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TITLE: Staff Engineer, Backend
EMPLOYER: Betterment
LOCATION: Betterment HQ - New York City (hybrid)
SALARY: $210K-$245K
POSTED: 2025-11-14
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://www.betterment.com/careers/current-openings/job?gh_jid=7391580&gh_jid=7391580
EXCERPT: Staff Engineer, Backend Betterment HQ - New York City About Betterment: Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). About the role Broker Dealer is the core of the Betterment platform. On a busy day, we securely move millions of dollars through the Betterment system and ensure each transaction flows through a complex series of risk checks for strict regulatory compliance. Every ounce of efficiency and intelligence we pour into this system translates into more value for our customers. We're looking for engineers to help us answer some of our most difficult backend scaling, software design, and optimization questions. As a Staff Engineer in our Broker Dealer organization, you'll help define our technical vision, improve system stability, drive on-time delivery, mentor our team of amazing engineers, and help scale our systems in the next chapter of our growth. This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment's
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TITLE: Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Palm Desert (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-15
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Palm-Desert/Financial-Solutions-Advisor-Registration-Candidate---Palm-Desert-Financial-Center_26012237-2
EXCERPT: Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center Palm Desert posted: Posted 28 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - University Mall Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Chapel Hill (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chapel-Hill/Financial-Solutions-Advisor-Registration-Candidate---University-Mall-Financial-Center_26019418-2
EXCERPT: Financial Solutions Advisor Registration Candidate - University Mall Financial Center Chapel Hill posted: Posted 4 Days Ago
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TITLE: Upside Guide
EMPLOYER: UpCodes
LOCATION: Melbourne (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/up/jobs/5122270008
EXCERPT: Upside Guide Melbourne About Ferocia We're the team behind Up , but under the hood, we're Ferocia - a passionate tech company driven by financial inclusion. Since 2011, we've been crafting innovative financial tools, starting with the digital platform for Bendigo Bank. We believe technology can empower everyone, from the advantaged to the disadvantaged, which is why Up was born. Now, as part of the Bendigo and Adelaide Bank family, we combine the agility of a small company with the reach and stability of a major player. Together, we're carbon neutral , community-focused , and dedicated to high standards of corporate governance . Our mission? To leverage technology to help Australians move from financial stress and anxiety to a place of confidence and empowerment. Want to join us? We'd love to hear from you Melbourne OR Bendigo based only Remuneration: $67,500 + super. Penalty rates apply for early mornings, late nights, and weekend shifts. We're looking for experienced and passionate customer support professionals to join our Melbourne & Bendigo based team as we continue on our journey to guide over a million Upsiders on the path towards feeling good about money. We provide support from 6am-12am, 7 days a week through our super-powered in-app chat 'Talk to Us', driven by our 4 distinctive support values. Your day to day involves injecting these values into each and every interaction and being the magic behind 'Talk to Us'. There may be be times you chat with Upsiders over the phone, but the
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TITLE: Software Engineer, Backend
EMPLOYER: Robinhood Markets, Inc.
LOCATION: Menlo Park, CA (unspecified)
SALARY: $166K-$195K
POSTED: 2025-09-27
K401_MATCH: yes (not source-backed)
MATCH_401K_PCT: 0
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7263592?t=gh_src=&gh_jid=7263592
EXCERPT: Software Engineer, Backend Menlo Park, CA Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. As a Software Engineer, you'll build and own backend services, infrastructure, and data systems that support Robinhood's core financial products. You'll solve complex scalability challenges while gaining deep expertise in U.S. financial systems and making a direct impact on the products used by millions. The Brokerage team's mission is to pave the way for launching new features, expanding into diverse financial services, and welcoming millions more people into the financial system. The team owns critical services that support trading and brokerage infrastructure and partners closely with other engineering, product, and operations teams across Robinhood. The Incentives team drives user growth and engagement through both strategic incentives and platform capabilities. One sub-team focuses
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TITLE: Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Seattle (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Seattle/Financial-Solutions-Advisor-Stage-I---Registration-Candidate---Beacon-Hill-Financial-Center_24044044-1
EXCERPT: Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center Seattle posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Clear Creek Crossing Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Arvada (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Arvada/Financial-Solutions-Advisor-Registration-Candidate---Clear-Creek-Crossing-Financial-Center_26019141
EXCERPT: Financial Solutions Advisor Registration Candidate - Clear Creek Crossing Financial Center Arvada posted: Posted 10 Days Ago
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TITLE: Engineering Team Manager - Financial Solutions
EMPLOYER: Squarespace
LOCATION: Dublin (unspecified)
SALARY: EUR 93K-143K
POSTED: 2026-04-09
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: http://www.squarespace.com/about/careers?gh_jid=7796885
EXCERPT: Engineering Team Manager - Financial Solutions Dublin Squarespace provides innovative financial solutions to empower our merchants to focus on building their brand by having their payments processed hassle free. The Financial Solutions Risk team creates features that secures our customers' finances, enabling them to build trust with their customers. We are an accomplished, diverse group of people who develop the services that guarantee a reliable and delightful experience from the moment a shopper adds a product to their cart to the fulfillment moment when they receive their purchase. We believe an excellent product doesn't stop at a great user experience; it needs to have a solid foundation of scalability, reliability and a robust developer experience. This is a hybrid role working from our Dublin office 3 days per week. You will report to the Financial Solutions International Engineering Manager. You'll Get To… - Nurture high performing software engineers by guiding navigation when there is ambiguity. - Distill the scope of the team and help hire a balanced group of engineers that will excel as a unit. - Grow the career development of direct reports through regular 1:1s with direct, actionable feedback. - Celebrate wins that motivate the team's positive culture and robust dynamic. - Evaluate consistently to improve team efficiency and effectiveness when required. - Evolve a deep understanding of local systems to identify appropriate architectural decisions. - Thread with Product, Design & Engineering to champion, define and execute an optimal roadmap. - Bond across Engineering, Product, Design, Marketing, Data
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TITLE: Financial Solutions Advisor Registration Candidate-Crofton Station Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Crofton (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-15
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Crofton/Financial-Solutions-Advisor-Registration-Candidate-Annapolis-and--Salisbury-MD-Area_26016969
EXCERPT: Financial Solutions Advisor Registration Candidate-Crofton Station Financial Center Crofton posted: Posted 28 Days Ago
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TITLE: Senior Associate, Implementations Onboarding
EMPLOYER: Vestwell
LOCATION: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (unspecified)
SALARY: $70K-$80K
POSTED: 2026-06-09
APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7765960003
EXCERPT: Senior Associate, Implementations Onboarding New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform. While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you! What Will You Be
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TITLE: Financial Solutions Advisor Registration Candidate - Culver Center Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Culver City (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-21
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Culver-City/Financial-Solutions-Advisor-Registration-Candidate---Culver-Center-Financial-Center_26017858
EXCERPT: Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Culver City posted: Posted 22 Days Ago
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TITLE: Financial Solutions Advisor - San Joaquin Valley Area
EMPLOYER: Bank of America Corporation
LOCATION: 4 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Manteca/Financial-Solutions-Advisor---San-Joaquin-Valley-Area_26013535-2
EXCERPT: Financial Solutions Advisor - San Joaquin Valley Area 4 Locations posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Nampa Financial Center - Spanish Preferred
EMPLOYER: Bank of America Corporation
LOCATION: Nampa (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Nampa/Financial-Solutions-Advisor-Registration-Candidate---Nampa-Financial-Center---Spanish-Preferred_26000809
EXCERPT: Financial Solutions Advisor Registration Candidate - Nampa Financial Center - Spanish Preferred Nampa posted: Posted 4 Days Ago
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TITLE: Financial Solutions Advisor - East Valley Phoenix Area
EMPLOYER: Bank of America Corporation
LOCATION: 9 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Phoenix/Financial-Solutions-Advisor---East-Valley-Phoenix-Area_26012452
EXCERPT: Financial Solutions Advisor - East Valley Phoenix Area 9 Locations posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Santa Fe North Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Santa Fe (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Santa-Fe/Financial-Solutions-Advisor-Registration-Candidate---Santa-Fe-North-Financial-Center_26020346-2
EXCERPT: Financial Solutions Advisor Registration Candidate - Santa Fe North Financial Center Santa Fe posted: Posted Yesterday
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TITLE: Financial Solutions Advisor - Vernon Hills, IL
EMPLOYER: Bank of America Corporation
LOCATION: Vernon Hills (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-29
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Vernon-Hills/Financial-Solutions-Advisor---Vernon-Hills--IL_26018727-1
EXCERPT: Financial Solutions Advisor - Vernon Hills, IL Vernon Hills posted: Posted 14 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate-Greenbrier Parkway Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Chesapeake (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-15
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chesapeake/Financial-Solutions-Advisor-Registration-Candidate-Greenbrier-Parkway-Financial-Center_26016971
EXCERPT: Financial Solutions Advisor Registration Candidate-Greenbrier Parkway Financial Center Chesapeake posted: Posted 28 Days Ago
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TITLE: Wealth Advisor, VP
EMPLOYER: Titan
LOCATION: New York (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
APPLY_URL: https://jobs.ashbyhq.com/titan/51d3811b-1ece-432c-bbea-8e567c376125
EXCERPT: Wealth Advisor, VP New York About Titan Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country. Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. - Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights. - Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. - Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. - Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day). - Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner. - World-Class Investors: We're backed by top investors who share
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TITLE: Financial Analyst
EMPLOYER: Deluxe CORP
LOCATION: 3 Locations (unspecified)
SALARY: $65-$70/hr
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 0 (not source-backed)
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://deluxe.wd5.myworkdayjobs.com/USA_CAN/job/Atlanta-GA-USA/Financial-Analyst_260072WD
EXCERPT: Financial Analyst 3 Locations Why join us: There is a reason we boast numerous awards like “Great Place to Work Certified” and “Best Place to Work” For Moms, Dads, LGBTQ, and VETS (just to name a few). At Deluxe, we know that great people make a great organization. We value our people so offer the typical benefits (401K, PTO, Medical, Dental) PLUS: Flexible time off, volunteer time off, paid maternity/paternity leave, tuition reimbursement, pet bereavement and more! A culture that keeps people. 42% of our team has been here over 10 years. When we asked our team why, we heard the people, benefits, family/home time, diversity, and team culture. Hybrid schedule, allowing you flexibility to work from home/remote several days per week Deluxe is seeking a financial analyst to join our growing team and help enable our corporate transformation. This is an exciting opportunity for an individual to partner with key leaders in the organization to drive value creation by providing analytics and insights on performance and engaging with finance peers across the organization. At Deluxe, your talent and skills will help shape the future. ​ Conduct analytics and reporting to provide business and functional teams the data they need to make decisions Work with the finance manager to develop and attain the annual operating plan and monthly forecasts with insightful analysis and business knowledge. Respond timely to other finance areas, such as segment finance, to provide the information and analysis they need to understand their P&L. Ensure accuracy and
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TITLE: Financial Solutions Advisor Registration Candidate - Greensburg - Hempfield Square Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Monroeville (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Monroeville/Financial-Solutions-Advisor-Registration-Candidate---Greensburg---Hempfield-Square-Financial-Center_26019142
EXCERPT: Financial Solutions Advisor Registration Candidate - Greensburg - Hempfield Square Financial Center Monroeville posted: Posted 10 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Santa Clarita (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-29
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Santa-Clarita/Financial-Solutions-Advisor-Registration-Candidate--Centre-Pointe-Financial-Center_26018763-2
EXCERPT: Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center Santa Clarita posted: Posted 14 Days Ago
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TITLE: Collateral Management eNote Specialist III
EMPLOYER: Pennymac Financial Services INC
LOCATION: Fort Worth, Texas (unspecified)
SALARY: $55K-$85K
POSTED: 2026-04-08
K401_MATCH: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://careers-pennymac.icims.com/jobs/39004/login
EXCERPT: Collateral Management eNote Specialist III Fort Worth, Texas PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Collateral Management Early Buyout/eNote Specialist is responsible for processing and providing guidance throughout the Early Buyout (EBO) process, summarizing all aspects of EBO functions that fall within the scope of the EBO Operations team, including Modification Buy Out of Ginnie Mae investor, Defect Management approval of cleared loans for submission to pool and due diligence for all loan channels including Third Party Investor Repurchases. Additional responsibilities include reconciliation of the MERS eRegistry system and daily eNote activity reconciliation. The EBO/eNote Specialist will: Create various reports that require knowledge of MS Excel and MS SQL database Complete and resolve complex/escalated collateral reviews Partner with Multiple Teams such as Modification, Investor Accounting, Capital Market, Custodian and Agency Trading Desk Perform deep-dive reviews and take action on balance sheet loans Be responsible for tasks ranging from New Data to Custodian, Reconciliation Reporting, Data Review and Data Corrections Reconciling the MERS and eRegistry data (ability to reconcile large volumes of data). Perform
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TITLE: Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Richmond (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-22
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Richmond/Financial-Solutions-Advisor-Registration-Candidate-Richmond-Manchester-Financial-Center_26017881
EXCERPT: Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center Richmond posted: Posted 21 Days Ago
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TITLE: Financial Planning & Analysis Manager
EMPLOYER: Interactive Brokers
LOCATION: Greenwich, CT (unspecified)
SALARY: Not disclosed
POSTED: 2026-02-04
K401_MATCH: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/ibkr/jobs/8400650002
EXCERPT: Financial Planning & Analysis Manager Greenwich, CT Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) Interactive Brokers is seeking a financial professional with critical thinking to join our finance team. Position Overview This position leads the financial planning and analysis (FP&A) team of two analysts and reports to the SVP of Finance. The department delivers data-driven insights to senior management for their use in evaluating the current and proposed business activities of the firm. You are expected to challenge the status quo and proposed strategic initiatives with sound research and analysis evaluated through both a logical and skeptical lens. Key Responsibilities Expert on the state of the industry
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TITLE: Financial Solutions Advisor Registration Candidate - Freeport Financial Center - Bilingual Spanish Required
EMPLOYER: Bank of America Corporation
LOCATION: Freeport (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Freeport/Financial-Solutions-Advisor-Registration-Candidate---Freeport-Financial-Center---Bilingual-Spanish-Required_26020394
EXCERPT: Financial Solutions Advisor Registration Candidate - Freeport Financial Center - Bilingual Spanish Required Freeport posted: Posted Yesterday
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TITLE: Chief Financial Officer
EMPLOYER: LTSE Services, Inc.
LOCATION: US Remote (remote)
SALARY: Not disclosed
POSTED: 2026-03-02
APPLY_URL: https://job-boards.greenhouse.io/ltse/jobs/5065516007
EXCERPT: Chief Financial Officer US Remote About Us Are you looking to make a meaningful impact through your work? Join us at the Long-Term Stock Exchange (LTSE) . We are an SEC-registered national securities exchange designed to promote fair and orderly markets, as well as help long-term focused companies get the credit they deserve. We are an innovative business ecosystem dedicated to reimagining the role of capital markets for a more equitable and sustainable future. At LTSE, we work with companies to identify long-term investors that will value their efforts to prioritize sustainable, long-term growth. As part of our team, you will have the opportunity to leverage your diverse background and skills toward a compelling mission that delivers tangible results. By supporting businesses in creating multi-stakeholder value, we generate a positive ripple effect that benefits communities, employees, and beyond. Founded by Eric Ries, a visionary entrepreneur and creator of the Lean Startup methodology, LTSE offers a unique and rewarding environment where you can contribute to building a better future for all. Apply today. The Role LTSE is seeking a strategic and execution-oriented Chief Financial Officer (CFO) to lead the company's financial strategy while also serving as a key driver of enterprise-wide operational performance. This is not a traditional, accounting-only CFO role. We are looking for a leader who has deep experience overseeing financial strategy and guiding strategic operations, either directly leading operations teams or serving in a structure where Operations reported into Finance. The ideal candidate brings a combination of capital
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TITLE: Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required
EMPLOYER: Bank of America Corporation
LOCATION: Windermere (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required_26012012
EXCERPT: Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Windermere posted: Posted 30+ Days Ago
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TITLE: Financial Advisor
EMPLOYER: Morgan Stanley
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ms.wd5.myworkdayjobs.com/External/job/Sydney-Australia/Financial-Advisor_JR008767-1
EXCERPT: Financial Advisor 2 Locations posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Fountain Valley (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Fountain-Valley/Financial-Solutions-Advisor-Registration-Candidate---Harbor-Edinger-Financial-Center_26016678-1
EXCERPT: Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Fountain Valley posted: Posted 3 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate- Fortworth Area
EMPLOYER: Bank of America Corporation
LOCATION: 8 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Crowley/Financial-Solutions-Advisor-Registration-Candidate--Fortworth-Area_26011439
EXCERPT: Financial Solutions Advisor Registration Candidate- Fortworth Area 8 Locations posted: Posted 30+ Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Portland (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Portland/Advisor-Development-Program---Financial-Solutions-Advisor---82nd---Johnson-Creek-Financial-Center_26014429-1
EXCERPT: Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center Portland posted: Posted 30+ Days Ago
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TITLE: Senior Finance Business Partner
EMPLOYER: Severn Trent
LOCATION: Coventry (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
APPLY_URL: https://www.careers.severntrent.com/job/Coventry-Senior-Finance-Business-Partner-Engl/1362825057/
EXCERPT: Senior Finance Business Partner Coventry At Severn Trent, our people are at the heart of everything we do. We're in the top 5% of utility companies worldwide when it comes to employee engagement and ranked as a Top 50 UK Employer on Glassdoor. Join us in making a positive impact on the environment and our communities, while being valued and supported in a truly inclusive workplace. If you want to do more, because you care, we want you on our team. EVERYTHING YOU NEED TO KNOW Severn Trent is significantly increasing its capital investment programme, set to more than double over the next five years. We're looking for an experienced Finance Business Partner to play a pivotal role in shaping, improving and optimising the financial performance of our capital programme at a portfolio level, in a fast‑paced and evolving environment. This is a high‑impact, senior finance role requiring strong commercial judgement, the ability to manage complex and competing priorities, and the confidence to partner across the business, driving delivery to plan while identifying opportunities to outperform. This is an exciting and varied opportunity, offering a rare mix of strategic insight, regulatory translation and hands on delivery. You will be intellectually curious, quick thinking and have a talent for making the complicated feel simple. In this role you'll have end to end visibility across the full portfolio leading the development of insight, reporting, option development and automation needed to optimise programme affordability. Wor
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TITLE: Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred
EMPLOYER: Bank of America Corporation
LOCATION: Colorado Springs (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Colorado-Springs/Financial-Solutions-Advisor-Registration-Candidate---Citadel-Financial-Center---Spanish-Preferred_26020024
EXCERPT: Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred Colorado Springs posted: Posted 3 Days Ago
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TITLE: Financial Advisor, Investment & Retirement Planning - Highway #10 & Ray Lawson, Brampton
EMPLOYER: Bank of Nova Scotia
LOCATION: Brampton (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Brampton-Financial-Advisor%2C-Investment-&-Retirement-Planning-Highway-10-&-Ray-Lawson%2C-Brampton-ON-L6Y4M3/602582117/
EXCERPT: Financial Advisor, Investment & Retirement Planning - Highway #10 & Ray Lawson, Brampton Brampton Requisition ID: 259151 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g
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TITLE: Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Woodland Hills (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Woodland-Hills/Financial-Solutions-Advisor-Registration-Candidate---Victory-Fallbrook-Financial-Center_26014067
EXCERPT: Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center Woodland Hills posted: Posted 30+ Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Wichita (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-21
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Wichita/Financial-Solutions-Advisor-Registration-Candidate---Towne-West-Wichita-Financial-Center_26017863-2
EXCERPT: Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center Wichita posted: Posted 22 Days Ago
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TITLE: Workplace Financial Solutions
EMPLOYER: Charles Schwab Corporation
LOCATION: Location not specified (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
NON_BIRTH_PARENT_LEAVE_WEEKS: 6 (not source-backed)
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://www.schwabjobs.com/workplace-financial-solutions
EXCERPT: Workplace Financial Solutions Careers in Workplace Financial Services (WFS) | Schwab Jobs Skip to main content Search jobs Menu About Us About Us Charles Schwab How We Hire FAQ Back Career Areas Career Areas Career Areas Overview Client Service Technology Retail Services & Branch Network Workplace Financial Solutions Corporate Support Back Life at Schwab Life at Schwab Schwab Stories Locations Benefits Diversity and Inclusion Back Early Careers Early Careers Early Careers Overview Interns Aspiring Talent Academy NERD Program Financial Consultant Academy Wealth Management Academy Back Joining Schwab Joining Schwab Events Join Our Talent Network Back Saved Jobs (0) Returning candidate login close Search Jobs Keyword(s) Location Search We come together to help build better futures. Workplace Financial Solutions. Our Workplace Financial Services (WFS) organization helps connect employers and independent advisors to Schwab's wide range of products, services, and support. Whether it's stock and retirement plan options, 401k services, employee monitoring programs, or preparing for a public offering - in WFS, we focus on providing companies with tools that enable financial wellness for every employee in their organization. The WFS team is a part of our larger Client Service & Support org and is comprised of Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage Services (DBS). Below, you can read insights into what each department does and how they support our clients every day. Retirement Plan Services Supporting and enabling the financial wellness of an entire organization? That is just another day in the life of our Retirement
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee: North Stone Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Tucson (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Tucson/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--North-Stone-Financial-Center_26015917-1
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee: North Stone Financial Center Tucson posted: Posted 30+ Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor - Wilderness Village Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Maple Valley (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Maple-Valley/Advisor-Development-Program---Financial-Solutions-Advisor---Wilderness-Village-Financial-Center_26015314
EXCERPT: Advisor Development Program - Financial Solutions Advisor - Wilderness Village Financial Center Maple Valley posted: Posted 30+ Days Ago
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TITLE: FP&A Associate
EMPLOYER: IEX Group
LOCATION: New York (onsite)
SALARY: $120K-$140K
POSTED: 2026-05-22
PARENTAL_LEAVE_WEEKS: 16 (not source-backed)
K401_MATCH: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://iex.io/careers/apply?gh_jid=7947771
EXCERPT: FP&A Associate New York Location: New York, NY (3 days per week onsite) About IEX: IEX (IEX Group, Inc.) is an exchange operator and technology company dedicated to innovating for performance in capital markets. Founded in 2012, IEX launched a new kind of securities exchange in 2016 that combines a transparent business model and unique architecture designed to protect investors. Today, IEX applies its proprietary technology and experience to drive performance across asset classes, serve investors, and advocate for transparent and competitive markets. Role Overview: IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX's Head of Finance and FP&A Manager. Responsibilities will include the annual budget and quarterly forecasts, running various financial models, analyzing financial results and presenting the findings to management. This individual will have an eye towards continuous improvement, leveraging technology or other solutions to automate and scale our processes as they exist today. The right person for this role will have a successful technical and analytical background and be a strong self-starter with a proven work ethic. About you: - Must have strong attention to detail, devotion to accuracy and data integrity - Superior analytical and problem-solving skills; analytic creativity and insight - Biased towards and experienced with automated solutions for manual tasks and processes - Ability to multitask and deliver on competing priorities - Ability to operate in a fast-paced, deadline driven atmosphere -
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee: French Valley Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Winchester (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Winchester/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--French-Valley-Financial-Center_26019174
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee: French Valley Financial Center Winchester posted: Posted 10 Days Ago
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