Financial Planning Associate Full-time Jobs in 2022 $70,000 – $95,000 a year by fristjobs

Financial Planning Associate Full-time Jobs in 2022 $70,000 - $95,000 a year by fristjobs

Financial Planning Associate Full-time Jobs in 2022 $70,000 – $95,000 a year

Financial Planning Associate Full-time Jobs


Job details


$70,000 – $95,000 a year

Job Type


Pulled from the full job description
Expense account
Family leave
Parental leave
Work from home

Full Job Description

Our client is looking to expand their team of women financial professionals and is seeking a talented Financial Planning Associate. The ideal Financial Planning Associate is highly dependable, responsible and trustworthy . The Financial Planning Associate will be an integral part of the planning team as the main point of contact for prospects and clients’ day-to-day servicing needs supporting three financial advisors.


  • Provide white-glove service to clients for complete administration of their financial accounts
  • Build long-term relationships with prospects, clients, and custodian service teams
  • Act as a liaison to clients’ other trusted advisors (accountants, attorneys, and the like)
  • Anticipate client service needs and concerns and deliver solutions prior to client requests
  • Ensure tracking and execution of estate and financial planning strategies
  • Research and respond to client and advisor inquiries and issues
  • Manage new client onboarding and account opening processes, including collecting client information and required documentation, capturing and assessing risk, and processing money movement transactions.
  • Draft letters, prepare customer welcome packets, and support team in collecting and mailing client and custodian paperwork
  • Work with custodian client service teams to facilitate client transactions
  • Manage cash balances and banking services in accounts, including processing check and wire requests, account reconciliation, and bill pay
  • Create and maintain client files in CRM and other systems
  • Assist Advisors in adhering to regulatory compliance and operational policies and procedure
  • Manage prospect screening/onboarding


  • Minimum 3+ years financial services experience
  • FINRA Series 65
  • Experience working with 3-4 or more advisors
  • Financial planning experience a plus
  • Technology, MS Office, Salesforce or CRM software, Emoney


  • Base Salary Range: $70,000 – $95,000


  • This position is hybrid, work from home 2 days, in office 3 days weekly
  • Paid Holidays, Vacation
  • Health Care Stipend
  • Family Leave
  • 401k Plan
  • Paid Parking
  • Professional Development Expense Account after one year

Click Here to apply to Financial Planning Associate (Hybrid)

Click here to view our other opportunities

About Us

Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.

AML Compliance Analyst – Alerts


Job details

Job Type

Full Job Description

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.


Description of Position : The Compliance Department operates in a fast-paced, rigorously examined and dynamic environment. The Anti-Money Laundering (AML) Compliance Analyst performs various investigation assignments related to regulatory initiatives pursuant to the Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC), Money Laundering, Suspicious Transactions and High Risk Activities. This position is critical to protecting the Company from legal and regulatory risks, as well as reputational and franchise risks. This is a non-supervisory position that has the option of being hybrid out of Austin, TX or 100% remote.


Duties and Responsibilities: Primary responsibilities of the position include performing transaction alert review using various sources, systems and reports for suspicious activity related to money laundering, terrorist financing, identity theft and other criminal activities using Netspend managed programs and agents. Identifying unusual customer transaction patterns indicative of suspicious activity; investigating inappropriate and/or fraudulent activity; conducting enhanced due diligence on high risk customers; escalating issues as warranted to management; maintaining thorough documentation of compliance with all BSA/AML/OFAC requirements; and continuously working to understand and mitigate risk and losses.


Other duties include the following:

  • Interview customers, relationship managers and business partners during alert review;
  • Collect appropriate documentation to evaluate and recommend the submission of suspicious activity reports (SARs) and/or bank referrals;
  • Prepare and file Currency Transaction Reports (CTRs);
  • Run queries and analyze transaction data against customer profiles;
  • Performing enhanced due diligence on load exception requests and high-risk customers;
  • Interact with AML systems to document alert review;
  • Work closely with AML and Fraud team to make recommendations, identify trends and evaluate card activity risks.



  • Bachelor’s degree with a minimum of 1 to 3 years specific BSA/AML investigation experience preferred, but not required. CAMs or CFE a plus.
  • Ability to comprehend and adhere to Federal and State banking regulations, Company policies and procedures, and successfully participate in regulatory and Company training requirements via multiple and variable delivery methods.
  • Excellent written and verbal communication skills.
  • Intermediate Excel skills required.
  • Must be dedicated and focused with demonstrated ability to effectively analyze data from multiple sources in multiple formats from various sources and core processing systems.
  • Excellent communication skills, organizational skills and attention to detail.
  • As provided in Netspend’s Background Check policy, eligible candidates may be subject to drug, criminal history, and credit checks, which will be conducted and used in accordance with applicable local, state, and federal laws

Global Payments Inc. is an equal opportunity employer.

Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.


Underwriting Support Technician


Job details


$18.17 – $32.26 an hour

Job Type


Pulled from the full job description
401(k) matching
Health insurance
Opportunities for advancement

Full Job Description

You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.

Welcome to one of the toughest and most fulfilling ways to help people, including yourself. We offer the latest tools, most intensive training program in the industry and nearly limitless opportunities for advancement. Join us and start doing your life’s best work SM

The Rating Technician is responsible for providing manual rates to the Sales and Underwriting teams for new business and renewals. This individual will provide initial quotes to ancillary requests within allowable limits. They will analyze health benefit plan characteristics and assess risks around frequency and potential severity of losses to our client base

This position is full-time (40 hours/week) Monday – Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8am – 5pm. It may be necessary, given the business need, to work occasional overtime.

*All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy.

Primary Responsibilities:

  • Working out of system with the assigned tasks
  • Uses different systems to give quotes for the products to sales and underwriting team
  • Number of assignments varies depending on what is on the queue for that day
  • Ideal candidate will have 3 years of excel and outlook experience
  • Excellent, strong organizational skills
  • Critical thinking skills, flexibility and adaptability
  • Demonstrates a high level of commitment to customer and client needs

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications

  • High school diploma / GED (or higher) OR equivalent experience
  • 1+ years experience in a customer service role
  • Experience with Microsoft Office Word (create, edit, save documents)
  • Experience with Microsoft Excel (create, edit, sort, filter spreadsheets and pivot tables)
  • Experience with Microsoft Outlook (Email/Calendar)
  • Ability to work from 8:00am – 5:00pm, Monday to Friday including the flexibility to work occasional overtime

Telecommuting Requirements:

  • Required to have a dedicated work area established that is separated from other living areas and provides information privacy
  • Ability to keep all company sensitive documents secure (if applicable)
  • Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service

Soft Skills

  • Verbal and written communication skills
  • Effective analytical and problem solving skills

UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status.

Military & Veterans find your next mission: We know your background and experience is different and we like that. UnitedHealth Group values the skills, experience and dedication that serving in the military demands. In fact, many of the values defined in the service mirror what the UnitedHealth Group culture holds true: Integrity, Compassion, Relationships, Innovation and Performance. Whether you are looking to transition from active duty to a civilian career, or are an experienced veteran or spouse, we want to help guide your career journey. Learn more at

Learn how Teresa, a Senior Quality Analyst, works with military veterans and ensures they receive the best benefits and experience possible.

Careers with UnitedHealthcare . Let’s talk about opportunity. Start with a Fortune 5 organization that’s serving more than 85 million people already and building the industry’s singular reputation for bold ideas and impeccable execution. Now, add your energy, your passion for excellence, your near – obsession with driving change for the better. Get the picture? UnitedHealthcare is serving employers and individuals, states and communities, Military families, and Veterans wherever they’re found across the globe. We bring them the resources of an industry leader and a commitment to improve their lives that’s second to none. This is no small opportunity. It’s where you can do your life’s best work. SM

Colorado, Connecticut or Nevada Residents Only: The salary range for Colorado residents is $18.17 – $32.26. The salary range for Connecticut / Nevada residents is $20.00 – $35.53. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug – free workplace. Candidates are required to pass a drug test before beginning employment.

Keywords: #RPO, #YELLOW

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