Financial Services Representative Salary in Atlanta, GA

**Atlanta Local Candidates Only** Financial Representatives at Northwestern Mutual Atlanta help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisAs a Northwestern Mutual Financial Representative:Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Compensation & BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily PlanningYou could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceEntrepreneurial ambitionsHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipAre you ready to change your life and the lives of your clients? Apply now!About UsFor over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!Why join Northwestern Mutual: #90, Fortune 100 company (2021)Forbes' Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers*#1 Amongst Life Insurers Most Admired Companies** for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)$224 billion*** (retail investment client assets held or managed)*Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.** To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com*** Combined client assets of NMIS and NMWMC as of June 30, 2021Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.INCOME GROWTH OPPORTUNITY:Production Based + Bonus PotentialAverage vs Top 25%Year 1 | $52,000 - $106,000Year 3 | $103,000 - $202,000Year 5 | $139,000 - $289,000Year 10 | $234,000 - $490,000Year 15 | $341,000 - $790,000Beyond income, you'll also have access to a comprehensive benefits package:-Comprehensive medical insurance-Two pension plans-Life and disability insurance-Health care and dependent care reimbursement accounts-Sponsorship of Licensing/Credentialing-Multiple bonus compensation programs-Exceptional Income Potential-Leadership OpportunitiesAdditional locations: GWINNETT & ATHENS, GEORGIA

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities! Responsibilities Work with current or new members to provide them information about the financial services their families could utilize. Networking with individuals throughout the community. Continuously prospecting in order to secure appointments. Participating in mentor-lead appointments. Asking customers for favorable introductions. Engaging in personal observation through the community. Participating in fraternal activities. Benefits and Perks Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Named to Forbes' list of World's Best Insurance Companies for 2023 Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. What Makes us Different - Why Modern Woodmen? In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society. Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact. As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants. We want to support and invest in YOU and the things you hold most important. 2023 MWA Community Impact statistics Approximately 2,200 local chapters and 500 youth service clubs nationwide$46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.$18.2 million in support of members and their communities in 2023.Modern Woodmen is an equal opportunity employer (EOE).

At Slalom, personal connection meets global scale. Our vision is to enable a world in which everyone loves their work and life. We help organizations of all kinds redefine what's possible, give shape to the future-and get there.Slalom Atlanta is seeking a dynamic, outcome-focused Client Partnerto make a local impact and grow our Financial Services client portfolio. What You'll Do Slalom Atlanta seeks an experienced Financial Services leader to join its growing practice and help define and grow our presence in the Financial Services space. We're looking for a Client Partner who has experience building and managing a Financial Services book of business, is a coach and leader of people, and has expertise in Financial Services. This leader will drive the overall growth of the Financial Services business through a combination of business development, relationship management, industry expertise, oversight of delivery work, and consultant and overall thought leadership. At Slalom, Client Partners are closely engaged with their clients. They understand their client's strategies and objectives, environment, and industry. Our Client Partners proactively identify opportunities to help clients meet their objectives and to address obstacles and constraints by leveraging Slalom services and offerings. They are highly aware of the delivery work in which Slalom is engaged and work with the team to drive excellent delivery, and as a leader in the market, they ensure we exemplify Slalom's core values in our delivery and interactions with clients, recruits, and the overall market.Drive Results- Exhibit a relentless drive to realize goals and deliver excellent outcomes across complex engagements. Develop and execute effective sales strategies to drive business growth, expand market share, and meet or exceed revenue targets. Respond to critical escalated issues, understand priorities, and drive alignment across teams. Maintain oversight of work and deliverables to ensure client value. Provide Industry Leadership and Expertise- Demonstrate a deep understanding of trends and value drivers in Financial Services (across various Financial Services verticals), existing and emerging technology environments, and opportunities for transformation. Contribute to the Slalom brand, and knowledge capital, participate in key industry marketing efforts, and link current trends to an Atlanta-based market strategy.Bring other Slalom consultants along to learn about the industry and support client discussions as our local Financial Services expert. Develop and Manage Financial Services Accounts- Lead development of client-centric account strategies and Go to Market plans. Understand and contribute to our Financial Services business's financial health and P&L, from a revenue and utilization goals perspective. Drive $10+ million in annual revenue at priority clients in Financial Services. This is in collaboration with practices, key alliances, and other Slalom markets. Manage business and market development activities to generate sales pipeline. Relationship Management- Effectively connect and drive meaningful dialog with a CXO and VP level audience while engaging at all levels of an organization within Financial Services. Inspire trust and address client's priorities with speed and effectiveness. Self starter who can work effectively with a team in the areas of client relationship building and managing customer satisfaction. What You'll Bring 10+ years of Financial Services leadership experience within consulting and client management/leadership experience, ideally within a formal management/technology consulting environment The ability to effectively balance business development, contracting/negotiating, solutioning, client engagement, delivery excellence enablement, operations/financial management and team/people management all in a single role Experience within the Fintech Issuer, Provider and Service Provider space, as well Retail and Consumer Banking experience is preferred Creative solutions to the most complex challenges affecting Financial Services clients Well developed and transferable relationships within the Atlanta Financial Services industry Atlanta-based network within various Financial Services segments and clients Understanding of traditional Front, Middle and Back-office processes, tech, and operations Prior experience collaborating with strategic partners, with a focus on AWS, Salesforce, Google, Microsoft, Snowflake, Databricks, etc. to develop client solutions is preferred Demonstrated experience delivering high-impact consulting services, previous P&L and direct revenue responsibilities, and thought leadership Consistent track record of client and employee satisfaction Experience rallying teams, building community, and helping grow and expand a client portfolio The desire to work with a truly dynamic and exciting team, with a willingness to "roll-up your sleeves" to get things done Self-directed and motivated to continuously improve processes to exceed expectations and help promote a best-in-class organizationAbout UsSlalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 45 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that includemeaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer additional benefits such as a yearly $350 reimbursement account for any well-being related expenses as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and AccommodationsSlalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. #LI-BS9

Primary Responsibility Responsible for utilizing financial acumen, analytical skills, and partnerships with other internal functions to develop commercial proposals for warehousing and value-added service solutions that support revenue and profitability growth. Essential Functions Utilize financial models (including enhancing established models and developing ad-hoc models) to drive business decisions Leverage various systems (Salesforce.com, Oracle, pricing optimization software) to gather data and support commercial proposals Apply creative thinking in development of commercial proposals Establish relationships cross functionally that enable process adherence Influence key stakeholders, internal and external, to conform to best commercial practices Ensure appropriate stage gates in internal processes are adhered to by stakeholders Prepare, host and lead presentations of analysis ensuring alignment from cross functional stakeholders Prepare executive level presentations delivering a clear message Foster collaboration across functional groups to enhance profitability and advance commercial terms Assist in preparation of financial reporting essential to successful commercialization of business Qualifications & Experience Education, Training & Professional Experience Bachelor's degree in Accounting, Economics, Finance, Mathematics or Business Administration MBA/CPA/CPP/CFA a plus 0+ years in financial analysis, pricing, or a logistics-related role Strong experience of Microsoft Suite, specifically Excel Ability to work independently and take on ownership of projects Knowledge & Employment Standards Possess fundamental understanding of supply chain elements, particularly warehousing, associated costs and a transactional pricing environment Proven problem solving skills and ability to think creatively and strategically Ability to create and communicate and present project proposals in a persuasive and consultative manner Ability to manage projects to meet aggressive deadlines Ability to work in a fast-paced environment of positively changing expectations and culture Must be business savvy, possess financial acumen and demonstrate excellent communication skills both written and verbal Progressive, flexible and team-oriented approach Physical Requirements & Abilities The physical demands described below are representative of those that must be met to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. Requires the ability to sit for long periods of time, with frequent interruptions Requires several hours per day of sitting, getting up and down from chairs, and reaching, or bending Requires manual dexterity with normal hand and finger movements for typical office work Talking, hearing, and seeing are important elements of completing assigned tasks Requires some travel by automobile and airplane up to 10% of the time Requires visits to facility environments in temperatures at or below freezing May carry loads related to travel and occasionally lifts, carries, positions, or moves objects weighing up to 20 pounds Requires the use of various electronic tools Requires the ability to relate to others beyond giving and receiving instructions: must partner with colleagues without exhibiting behavioral extremes Requires the performance of work activities including reasoning, negotiating, instructing, persuading, or speaking with others; and respond appropriately to constructive feedback from executive management Americold is an Equal Opportunity/Affirmative Action Employer. EOE/AA M/F/D/V DFW.

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.As a Financial Services Professional, you will:Build a client base by growing relationships with your network and providing guidanceGain expertise through sponsored coursework and proprietary agent development trainingGuide clients through important financial decisions using the latest software and our expansive product portfolioPathways to develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integritySelf-motivation to connect with company provided sales leads and network with new clientsStrong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Responsibilities:High net-worth tax complianceTax planningConduct tax researchPrepare deliverables for quarterly client meetingsSpecial projectsMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Qualifications:2+ years public accounting experience with a focus on high net-worth individualsBachelor's degree in accounting or other related fieldCredit hours for CPA preferredCPA preferred, not requiredStrong and effective communicator

Faith Technologies, a division of Faith Technologies Incorporated (FTI), is an energy expert and national leader in electrical planning, engineering, design and installation. As a comprehensive authority in the field of electrical and energy services, Faith leads industry change through a dedicated investment in technology, strategic project consulting and process engineering that drives productivity, value, and above all, safety. Through innovative practices, Faith drives trends in growth and development with continual investment in their merit-based employees' skill, leadership and career development.The EV Field Service Representativeis accountable for installation, inspection and testing, troubleshooting, and adjustment, repair or replacement of customer equipment. Provides documentation, including test reports and service summary to customer. Instructs customers and personnel on the operation and maintenance of equipment. Performs warranty work and start-up service. Constructs and tests circuits and equipment utilizing various tools and machines such as computers, workstations, circuit diagrams and test instruments/equipment. Provides technical support in product service, product training and applications. Analyzes complex problems in equipment and machinery and interprets maintenance manuals, using knowledge of systems and electronics to isolate and correct the faults. Consults with product support and engineering personnel to determine solutions to complex problems in system operation. Reports customer suggestions on product improvement and existing product designs to the appropriate technical specialist. Assists in the development of design modifications. Implements modifications and provides installation support for the modifications. Develops and implements training courseware and provides training to customers and other service representatives. Develops and maintains ongoing customer relationships with regards to all aspects of equipment repair and maintenance. Maintains service equipment, tools and documentation. MINIMUM REQUIREMENTS Education: Completion of an electrical apprenticeship (8,000 hours) or a Bachelor's degree in Electrical Engineering or Experience: Military experience within the following positions: Navy Nuclear Electronic Technicians and Electrician's Mate or Experience: Electrical start-up and testing experience including: EV charging stations, Category 2, and DC Fast Chargers Required: The ability to effectively communicate in the English language. This includes the ability to understand the spoken and written word as well as speak in English. Travel: 50%Work Schedule: This position works between the hours of 6 am to 6 pm, Monday through Friday. May vary based on customer demands and can include, but is not limited to: nights, weekends, and holidays. KEY RESPONSIBILITIES Contributes to Field Services small projects coordination and execution on customer site (end of life, modernization, upgrade, etc.). Provides support to Level 2 and Level 3 FSRs as it pertains to removal of electrical equipment. Interprets blueprints and other service documents, including but not limited to, specifications, reporting and quality requirements. Performs basic audits of customer's electrical systems and equipment. Documents all required information for each site (technical report). Communicates with Project Coordinator to ensure smooth execution. Properly documents, labels, and returns all defective parts utilized in the repair of equipment to the designated disposal/repair location. The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended as a comprehensive list of all functions, responsibilities, skills or abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. SURGE your career forward!Employees at FTI grow faster because they are a part of a nationally leading team of electrical planners, engineers, designers, electricians, and business professionals. Your Personal Growth : Build your career path by taking advantage of our industry leading training and leadership development programs. Leverage Technology : Our virtual design and build programs that offer the latest in robotic total stations, 3D scanning, virtual and augmented reality and drone surveillance and assessment. Uncompromised Safety : When we see others in our space averaging 2.7 safety rating and ours average .42, you know that we value you and your safety above all else.We offer competitive, merit-based wages; career path development and flexible and a robust benefits package that boasts everything from paid training, tuition reimbursement and a top-notch wellness program.We pride ourselves on a "Ground up Growth" mentality that puts you in the spotlight. Becoming a member of the FTI team means you've officially put yourself in the driver's seat of your career. Through our career development and continued education programs, you'll have options to position yourself for success.FTI is a "Merit to the Core" organization, and we pride ourselves on our ability to reward and recognize top performers.BENEFITS ARE THE GAME CHANGERFTI enriches the lives of its employees through industry-leading total rewards. Our compensation, benefits, time off, and wellness programs are designed to reward individual results that create team success, improve financial security for our employees and their families, and encourage healthy lifestyles. As an eligible employee*, your programs include:Medical, Dental, Vision, and Prescription Drug InsuranceCompany-Paid Life and Disability InsuranceFlexible Spending and Health Savings AccountsAward-Winning Wellness Program and Incentives401(k) Retirement & 401(a) Profit Sharing PlansPaid Time OffPerformance Incentives/BonusesTuition ReimbursementAnd so much more!*Regular/Full-Time Employees are eligible for FTI benefit programs.We stand strong in our values as we work to Create World-Class Opportunities to Succeed through:Uncompromised focus on keeping people SAFE.Building TRUST in everything we do.REDEFINING what's possible.Rewarding individual results that create TEAM SUCCESS.If you're ready to learn more about growing your career with us, apply today!Faith Technologies, Inc. (FTI) is an Affirmative Action Employer/Equal Opportunity Employer. FTI will not discriminate against applicants based on race, color, religion, national origin, sex (including pregnancy and gender identity), sexual orientation, genetic information, or because they are an individual with a disability or a person 40 years old or older. Faith Technologies, Inc. will take affirmative action to provide equal opportunity in apprenticeship and will operate the apprenticeship program as required under Title 29 of the Code of Federal Regulations, part 30.

IT Support SpecialistHybrid roleThis is a mix of Service Desk and Field Service TechnicianMust be local to the Atlanta AreaPosition Summary The IT Support Specialist is responsible for providing comprehensive technical support both remotely and on-site. This role combines the responsibilities of a Service Desk Analyst and a Field Service Technician to ensure optimal functionality of computer systems, networks, and technology infrastructure for customers and internal users. The specialist will address and resolve hardware, software, network, and access issues, providing a best-in-class customer experience. Responsibilities Remote Support: Provide front-line support for customers by documenting and resolving technical issues related to hardware, software, networks, and general computing. Document all customer interactions in various ITSM tools. Troubleshoot, diagnose, and resolve application and general compute issues using a knowledge base or support tools. Follow technical triage processes and route unresolved tickets to appropriate resolver groups. Offer remote technical support using remote desktop tools or phone support to resolve issues without the need for on-site visits. Be present and participate in ongoing training for service operations. Work on projects and tasks assigned by leadership. On-Site Support: Travel to client locations or within the organization to diagnose and resolve IT issues related to hardware, software, and networks. Install, configure, and set up computer systems, servers, peripherals, and software applications. Perform routine maintenance, inspections, and repairs of computer hardware components, including desktops, laptops, servers, and networking equipment. Provide support for various operating systems (e.g., Windows, macOS, Linux) and assist users with software installation and troubleshooting. Identify and resolve network connectivity issues, including problems with routers, switches, cabling, and wireless networks. Troubleshoot and maintain peripheral devices, such as printers, scanners, and monitors. Assist with user account management, including creation, password resets, and access control. Implement data backup solutions and assist with data recovery in case of data loss or system failures. Ensure IT systems comply with security policies and standards, addressing vulnerabilities and enforcing best practices. Maintain detailed records of service calls, equipment configurations, and performed tasks, completing service reports and documentation. Manage inventory, spare parts, and IT equipment in the field service vehicle for on-site repairs and replacements. Provide basic user training and guidance on IT equipment operation, software usage, and best practices. Respond to emergency IT service calls and critical IT issues that require immediate attention. Communicate effectively with clients or end-users to explain technical issues and solutions in non-technical language, providing updates on service progress and estimated time of completion. Qualifications Associate's degree in Information Technology or 2 years of equivalent experience in a technology-related field preferred. Prior experience in a customer service role. Strong verbal and written communication skills. Strong interpersonal skills and telephone etiquette. Problem-solving skills. Ability to handle a fast-paced and high-stress work environment. Capable of adjusting to changing processes, procedures, and workday. Must be able to handle up to 45 customer calls a day on various configuration items and complexity. Experience and proficiency in all currently supported Microsoft operating systems. Experience and proficiency in messaging systems such as Microsoft Outlook and Gmail. Willingness to work flexible and changing hours, including evenings, weekends, and holidays. Strong technical skills and the ability to adapt to different IT environments and technologies. Physical Requirements Regularly required to sit; talk or hear, in person and by multi-media; use hands to finger, handle, feel or operate standard office equipment; and reach with hands and arms. Frequently required to walk, stand, and move about to accomplish tasks, particularly for long distances or moving from one work site to another. Ability to ascend and descend stairs. Specific vision abilities required include close vision and the ability to adjust focus. Occasionally required to lift, push, or pull up to 15 lbs. Encore Talent Solutions is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamAs a member of our diverse and skilled North America Financial Services Solution Consulting team, you will have the opportunity to communicate and demonstrate the power of Workday's applications to prospects and customers alike. It is this team's job to bring the value of Workday solutions to life and showcase how the world of work can be transformed. Along with working closely with our sales counterparts, this team also sits at the exciting intersection of our Product Management, Consulting Services, Marketing, and Value Management teams, providing exposure to various areas of the businessAbout the RoleWorkday is looking for a Solution Consultant with Financial Management / ERP expertise to join our Financial Services industry focused solution consulting team.Our team demonstrates the value of next generation SaaS Financial Management Applications to Workday prospects and customers. Through interactive pre-sales discovery meetings, and by using deep Accounting skills and complex Enterprise Software product knowledge, Workday Solution Consultants provide Core Accounting expertise, Executive presentations, and Workday Financials product demonstrations, in partnership with our sales team, to customers throughout the sales cycle. Our team works in a highly complex environment that requires curiosity, flexibility, and drive.Responsibilities include:The delivery of relevant functional product presentations, demonstrations, workshops, and seminars.Assist in the closure of sales opportunities by demonstrating a complete understanding of and resolving questions regarding our solution, services, and training.Contribute to the qualification of prospects, proposed demonstration criteria, proof of concept system builds and sales cycle closure plans.Supporting all sales, marketing, technical and channel objectives.Assist sales in the response to RFPs.Participate in discovery sessions alongside sales to ask qualifying questions and understand challenges, current business processes, and ideal future stateAbility to travel 50% of the timeAbout YouBasic Qualifications:Sr. Solution Consultant5+ years of extensive financial domain expertise, including 3+ years working with core accounting concepts (GL, AR, AP, Fixed Assets, Cash Management), as well as industry relevant topics such as project accounting 3+ years of business experience with relevant cloud-based financial management applications (e.g. Workday, Netsuite, Sage Intacct, Infor, SAP, Oracle, etc.) 3 years Financial services experience Solution Consultant3+ years of extensive financial domain expertise, including 1+ years working with core accounting concepts (GL, AR, AP, Fixed Assets, Cash Management), as well as industry relevant topics.2+ years of business experience with relevant cloud-based financial management applications (e.g. Workday, Netsuite, Sage Intacct, Infor, SAP, Oracle, etc.2 yrs Financial services experience Other Qualifications:Presales, consulting and or implementation preferredAbility to work under pressure and work on multiple projects individually as well as working cross-functionallyExceptional and dynamic presentation & communication skills Outstanding professional discovery, presentation, communication, and influencing skills to C-Level Executives, talking to and selling to the office of the CFO specifically.Experience presenting cloud-based solutions to both functional and technical audiences and experience with value based selling, a plusBachelor's Degree in Accounting or Finance, AND/OR equivalent work experienceOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional-for our clients and our employees. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose. Join us as we shape the future of financial well-being!Our firm is looking to hire an Associate Advisor to support the Senior Wealth Advisors and to create and nurture long-term needs of firm clients, help to manage client relationships, and to actively participate in the advanced planning process. You will anticipate needs, resolve problems, and follow through on agreed upon deliverables. You will provide consistent, accurate and timely results with research, meeting preparation, meeting attendance and note-taking, reporting, analysis, as well as input and management of the financial plan.You will follow the highest standard of business and professional ethics, as well as legal and regulatory requirements. You are an excellent communicator that can grasp others needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detail work in our business is critical. You have enough experience and/or common sense to know that the first answer isn't always the right one and you are incredibly resourceful and thoughtful in all your interactions. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, love organization and detail work. You have been in the business awhile and understand many, if not all, client situations, even when complex. Because of this, you are proactive and able to help clients and your advisors steer clear of landmines.Responsibilities & ActivitiesSupport Senior Wealth Advisors with preparation of well-polished documentation and presentation materials for meetingsAttend and participate in meetings with prospects and existing clientsRecord meeting notes on topics covered, changes in client's needs, and action itemsSummarize meeting and schedule action items in contact management softwareComplete all action items utilizing firm processes and proceduresWork in conjunction with the Senior Wealth Advisors to deliver services to clientsWork with team to ensure all actions for clients are tracked and completedAssist with initiatives focused on value-add content delivered to clientsCommunicate and follow up regularly with clients, developing strong relationships and rapport with clientsCoordinate financial plan development, including initial financial plan data entry, development and working with financial advisor to develop recommendationsCreate quarterly and/or annual client summaries of net worth, estate distribution, insurance, income tax, cash flow projections, and investmentsMonitor client financial plan and advise on changes that are necessaryOther special projects to support firm-wide process improvement and capabilitiesKnowledge, Skills, & AbilitiesBachelor's degree requiredFinancial services experience required; ideally in B/D or RIA environmentCompletion of CFP® coursework and/or intention to obtain CFP® designation within upon hireCompetency in investment and financial planning with proficient technical capabilitiesFamiliar with Orion, Eclipse, Schwab and industry-specific CRM platforms preferredAdvanced Microsoft Office skillsExcellent communication skills and a sense of urgencyExcellent customer service and administrative abilitiesCan-do attitude, enthusiastic, and a strong aptitude for learningThe ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essentialOrganizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the advisory dependThis person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcome across the position's responsibilitiesUncompromising integrityIntellectual curiosity about technology and awareness of current trendsSuperior initiative and ability to maintain high levels of personal accountabilityCapacity for independence and self-motivation in a high-volume environmentStrong work ethic, deadline-focused, and positive attitudeCollaborative team player who believes in relentless customer satisfaction