Careers
Be a part of The New Equation
Our Consulting practice is an ever-growing business that provides solutions to our clients’ most complex problems. Growth and change are two realities that no business can afford to ignore, and disruption is top of mind. Our Consulting professionals provide sustainable strategies that help our clients innovate and grow while reducing costs. We take the time to understand our clients’ issues and challenges, and through deep local and global knowledge we use our experience and foresight to work with our clients to achieve their objectives to gain advantage and turn their vision into a reality.
Competencies within Consulting include: Operations, Finance, People & Organization, Experience, Risk, Technology, Managed Services and Strategy&.
What you can expect to experience working within our Consulting practice:
Opportunity to work collaboratively across various competencies to (better enable capabilities and deliver to integrated solutions for our clients)
Exposure to leading clients and emerging technology
Meaningful career coaching (meaningful career development, focused on upskilling our people to deliver high impact services to our clients).
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Financial Aid Consultant
Job details
$35 – $45 an hour
Qualifications
Associate (Preferred)
Benefits
Full Job Description
The Higher Education Assistance Group, Inc. (HEAG) is actively seeking Financial Aid Consultants to work with our higher education clients throughout the country that utilize the Ellucian Colleague software platform. We are looking for candidates with at least 7 years of recent, direct responsibilities in a Financial Aid Office such as setting up Ellucian Colleague systems for new aid award years. Prior financial aid consulting experience is a plus, but not mandatory.
Consultants must be able to fill interim positions for a diverse base of client schools, with direct knowledge of complex compliance issues. Candidates must be competent and well versed in the compliant administration of Title IV Student Financial Aid Programs and able to manage responsibilities in a strategic, yet functional capacity. Candidates must have strong Ellucian Colleague or other FA Student Information System experience, including Department of Education software.
Successful candidates will have excellent communication skills and demonstrated ability to work independently in a mostly remote capacity. Contracted assignments can be both short and long term and may include travel (very little during the current pandemic but some requests do occur). Hours can also vary by assignment. We assign candidates based on their availability and place them to succeed within their strongest skill-sets and background in the school’s SIS utilization.
The Higher Education Assistance Group, Inc. (HEAG) is a comprehensive financial aid consulting group with corporate headquarters located in Wellesley, Massachusetts & has been in business for over 30 years, with a core group of consultants based all around the country.
Job Types: Part-time, Contract
Pay: $35.00 – $45.00 per hour
Benefits:
- Flexible schedule
Schedule:
- Day shift
- Monday to Friday
- Night shift
- Weekend availability
Application Question(s):
- Do you have experience using or utilizing Ellucian Colleague?
Education:
- Associate (Preferred)
Experience:
- Higher Education: 5 years (Required)
Work Location: Multiple Locations
Senior Financial Advisor
Job details
$75,000 – $500,000 a year
Benefits
Full Job Description
If you are currently an Experienced Financial Advisor (15+ years experience) within the wealth management industry then we are looking to learn more about you.
If you are looking to finish out the last chapter of your Financial Advising career with a team whose culture and goals match your own, then we are looking to learn more about you.
If you don’t have a current succession plan that ensures your clients are cared for and surrounded by a team that is committed to one thing: a Premium Client Experience then we are looking to learn more about you.
he Opportunity
We are offering a rare opportunity to secure your business’s future by focusing on continuing the development of the client relationships you’ve built over the years alongside the support of an amazing team that’s committed to a premium client experience. Our firm has the capital and means to engage an Experienced Financial Advisors like yourself.
Who Are We?
We are a culture rich Wealth Management firm with 5 offices in the greater Pittsburgh area (main office – Robinson Township), on a strong expansion path. We’re looking to selectively add a Senior Financial Advisor to our team.
Our Ideal Candidate
This experienced advisor (currently operating as a financial advisor with a book of business) will be looking to transition his or her current client relationships into a stable and growing, successful wealth management firm unlike many others. A firm with a future and a firm with a lasting legacy plan.
As we look to add a veteran advisor to our team our focus is not only on your current book of business but with your understanding of commitment to one goal, dedication to success, and understanding of our constant drive to leave a legacy. Each person working at our firm, is proud to help people who have worked hard to achieve their dreams and we come to work each day choosing to live values that support that legacy.
Our culture is rich with talent that continues to impress us each day. If you are driven, recognize the role and contributions others play in your success, have created your own success over the years, can work independently with determination yet enjoy the support and camaraderie of an engaged team, then please reach out to us.
General Requirements:
– You must be currently operating as a Financial Advisor in a firm.
– Securities (Series 7, 66 or 65) and Insurance licensed
– Knowledge in financial and investment planning industry
– 25+ years’ total experience in a financial planning firm
– Continue your development of personal rapport with your established core clients. You will continue to be viewed as their primary advisor while deciding how our team can assist in any future transitions.
Please attach a resume and any other relevant information or questions.
Compensation based on experience and qualifications.
Job Type: Full-time, 40 hours per week with an excellent work environment, supportive team and fantastic benefits.
Job Type: Full-time
Pay: $75,000.00 – $500,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Physical Setting:
- Office
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Application Question(s):
- Do you have a current succession plan?
License/Certification:
- CFP (Preferred)
- FINRA LICENSE (Preferred)
Work Location: Multiple Locations
Remote Accounting Manager
Job details
$70 – $120 an hour
Full Job Description
Compensation: $70-120/hour
Duration: 4 months with potential to extend
Weekly Commitment: 40 hours/week
Location: Fully Remote Nationwide (WFH)
Description:
We have a number of clients seeking consultants with financial services/banking/credit union industry experience. If you have accounting experience within these industries, then this may be a great fit for you!
You will be a team member within our client’s consulting team.
Requirements:
- Bachelor degree in Accounting, Finance, Business Administration, IT, or related analytical field
- Financial services/banking experience
- Excellent communication and leadership skills
- Regulatory reporting experience
- SEC reporting experience
Preferred Experience:
- Big-4 financial services consulting, large banks, investment banks, etc.
- Anti-Money Laundering (AML)
- Know Your Client (KYC)
- Financial services internal audit
- Financial Industry Regulatory Authority (FINRA)
- Fund accounting
- Mortgage backed securities
- Commodities
Responsibilities:
Assist with monthly, quarterly, and year-end financial reporting for various financial services and banking industry clients
- Year-end GAAP and SEC reporting
- Banking and financial services regulatory reporting
- Other accounting/financial duties as assigned by client
Why Beech Valley?
Flexibility: CPAs who work as consultants have the ability to accept and reject projects, freeing time to travel, start their own business, or spend more time with family.
Compensation: Get paid for every single hour you work.
Growth: Make an impression as a top advisor at sought-after companies while diversifying your technical skills on new, exciting projects and expand your professional network.
Experienced professionals love working with us! Our interesting contract positions help professionals that want to spend more time with family travel the world or start their own side business, all while making money for every hour they work.
If you are available for project work and excited to increase your earning potential, apply today!
Financial Representative
Job details
$100,000 – $250,000 a year
Benefits
Full Job Description
At the Schwartz Agency, we are passionate and committed to enabling our agents to achieve their goals by providing industry leading training, systems, and support.
We are hiring licensed agents with experience selling Annuities and IULs. We are seeking motivated, self-starters who understand what it takes to succeed.
We are looking for:
- Agents who need to increase their daily activity. We have a very established lead program that can get you in front of 5 to 15 people per week who are looking for life insurance and you will have the opportunity to cross-sell Annuities and IULs.
- A Retirement Solutions Specialist who can work with existing life insurance agents to help sell Annuities & IULs to their existing client base.
What we offer:
- Top carrier contracts with over 15 carriers
- Proven lead system that has been in place for over 20 years
- Free training
- Flexible schedule, full-time and part-time
Disclaimer: Compensation is Commissions with Bonus. Please be aware before applying for position.
Job Types: Full-time, Part-time, Contract
Pay: $100,000.00 – $250,000.00 per year
Supplemental Pay:
- Bonus pay
- Commission pay
Work Location: Multiple Locations