Life Insurance Specialist/Producer - Adcock Financial Group

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form. SUMMARY The Regulatory Reporting Financial Specialist is responsible for compiling, analyzing, and reporting financial data to ensure compliance with regulatory requirements. This role will involve generating various regulatory reports as mandated by federal and state agencies while maintaining the integrity and accuracy of financial information.   ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  In addition, other duties may be requested/assigned.   Prepares, reviews, and submits timely regulatory reports, ensuring they meet compliance standards and internal policies.   Conducts detailed analyses of financial data to identify trends, variances, and ensure accuracy in reporting.   Collaborates with accounting and finance departments to gather necessary data for comprehensive regulatory reporting.   Monitors changes in regulations to ensure compliance and accuracy in all reports provided to regulatory bodies.   Assists in the preparation and filing of quarterly and annual reports, as well as other ad-hoc regulatory reports as required.   Maintains thorough documentation supporting all reporting processes to facilitate audits and inquiries.   Responds to inquiries from regulatory agencies regarding submitted reports and data.   Provides support during audits by preparing required documentation and explanations of financial data.   Participates in ongoing training to remain updated on regulatory changes and industry best practices.   Ensures compliance with all internal controls and policies related to the reporting process.   Performs special assignments or projects as requested by finance leadership.   Maintains proficiency with reporting software and financial systems necessary for performing job duties.   The base range for this position is $75,000/yr. - $95,000/yr. based on experience, plus up to 8% incentives. Requirements EDUCATION and/or EXPERIENCE Bachelor's degree (B.S.) in Finance, Accounting, or a related field, with at least three years of experience in financial reporting, regulatory compliance, or a similar role. Strong proficiency in Excel and reporting tools is strongly desired.   OTHER KNOWLEDGE, SKILLS AND ABILITIES In-depth knowledge of federal and state regulatory reporting requirements applicable to credit unions and financial institutions.   Strong analytical skills with the ability to interpret complex financial data and generate insightful reports.   Proficient in financial reporting software and tools, with a keen understanding of accounting principles.   Excellent attention to detail and ability to maintain accuracy while working under tight deadlines.   Strong communication skills, both written and verbal, to interact effectively with regulatory agencies and internal teams.   A proactive approach to identifying issues and implementing solutions related to regulatory compliance.   Ability to adapt to a rapidly changing regulatory environment and to foster a culture of compliance within the organization.   Commitment to maintaining a positive workplace culture and promoting respectful and collaborative relationships with all stakeholders.

Acctg Mgr/Controller Full-Time In-House (Everett) Competitive wage range of $44 to $48 per hour DOE. Please reply with your resume and a cover letter that includes your relevant experience and desired schedule. Seeking a strong, high-end in-house accounting manager/controller (Dept. Head) for 35-40 hours per week at an Everett based busy commercial property management and family trust real estate administration firm. Duties to include over-see commercial property accounting, cash flow, audits, budgets, analyses and financial information. You’ll ensure accuracy and efficiency in well-established procedures, real estate transactions and frequent one-off projects to protect the overall financial integrity of the company and trust. You’ll provide an example while leading and managing the success of a four-person seasoned accounting department, giving direction and outlining duties to staff for their part of accounting projects to complete. This position will be a great fit for someone who is hands-on, can effectively manage staff and maintain current high employee morale. The right fit will be highly appreciated and valued by management staff. We offer a very supportive, friendly and cooperative family-oriented work environment with the tools you need to accomplish your department goals. Flexible schedule available Monday – Friday. Great benefits include: • $1,200 Signing Bonus paid out after 90 days of employment • For 40+ hours / week employees: - Health benefits within 90 days: medical, dental, vision, basic life & voluntary supplemental life optional - Immediate accrual of paid time off - Six paid holidays • For 30+ hours / week employees: - Health benefits within 90 days: medical & voluntary supplemental life optional Qualifications: • 7+ years of applicable accounting experience • 5+ years of accounting personnel management • Proficient in QuickBooks • Proficient in Excel (Must be able to build, decipher, and present spreadsheets) • Multi-company accounting experience required • Detailed-oriented, efficient and organized • Ability to handle multiple projects simultaneously • Manage projects and follow through to completion • Commercial property / real estate transaction experience beneficial Only qualified applicants who respond as requested will be contacted. Principals only. Recruiters, please don't contact this job poster. Do NOT contact us with unsolicited services or offers.

Business Loan Closer – To $60K – Milwaukee, WI – Job # 3343 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Business Loan Closer role in the Milwaukee, WI area. The successful candidate will be Responsible for assisting the Business Services Department through administration of business loan closings. This role performs a variety of functions related to ordering/requesting of due diligence documentation, ordering and reviewing loan closing documents and managing the closings for business loans. There is regular contact with existing members, prospective members, and other professional providers used by the Business Services Department. The position includes a generous salary of up to $60K plus bonus an excellent benefits package.  (This is not a remote position). Business Loan Closer responsibilities include: Facilitates the loan closing process by serving as liaison between lenders, external legal counsel, title companies, and internal credit and loan processing departments. Manages loan closing pipeline and communicates timelines with internal loan processing department, lenders, title companies, and attorneys throughout the loan process. Requests appropriate supporting documents including organizational documents, title work, flood searches, collateral insurance, loan payoffs, and various due diligence items to verify compliance with loan approval and bank closing procedures. Reviews as needed and requests and updates or corrections warranted. Orders payoffs of liens to be satisfied with new funding. Confirms that title, vehicle and UCC searches were properly executed and to ensure that our collateral position meets standards, obtaining updates/corrections as needed. Prepares necessary checklists for ordering loan closing document package, sending to processor along with all supporting documents and due diligence. Reviews credit approval presentation and completed loan closing package to ensure accuracy and compliance, and adherence, to the loan approval guidelines. Attends in-house closings, as needed, to provide additional support to the lender/member and notary services. Reviews all documents immediately after closing to insure proper signatures were obtained and all required documents were completed in an accurate manner. Sends fully executed loan package to processing staff for booking, filing of liens, payment to vendors and other steps required to complete the loan file. Provides backup support to Processing Staff as required. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High school diploma, or equivalent, and a minimum of five years of experience in the preparation and/or review of legal or financial documentation. A combination of education and experience will also be considered. Experience or the ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to documentation preparation or review or for documentation exception tracking. Excellent verbal and written communication skills, problem-solving skills, and organizational skills and the ability to work independently as a valuable team member in a dynamic environment. Demonstrated knowledge in the structure and requirements of all types of loan processing, real estate and business documentation experience preferred. Proven ability to organize work, balance multiple priorities, and manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within a defined deadlines. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality. Must possess strong interpersonal skills, a positive attitude, and a desire to help people. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Acctg Mgr/Controller Full-Time In-House (Everett) Competitive wage range of $44 to $48 per hour DOE. Please reply with your resume and a cover letter that includes your relevant experience and desired schedule. Seeking a strong, high-end in-house accounting manager/controller (Dept. Head) for 35-40 hours per week at an Everett based busy commercial property management and family trust real estate administration firm. Duties to include over-see commercial property accounting, cash flow, audits, budgets, analyses and financial information. You’ll ensure accuracy and efficiency in well-established procedures, real estate transactions and frequent one-off projects to protect the overall financial integrity of the company and trust. You’ll provide an example while leading and managing the success of a four-person seasoned accounting department, giving direction and outlining duties to staff for their part of accounting projects to complete. This position will be a great fit for someone who is hands-on, can effectively manage staff and maintain current high employee morale. The right fit will be highly appreciated and valued by management staff. We offer a very supportive, friendly and cooperative family-oriented work environment with the tools you need to accomplish your department goals. Flexible schedule available Monday – Friday. Great benefits include: • $1,200 Signing Bonus paid out after 90 days of employment • For 40+ hours / week employees: - Health benefits within 90 days: medical, dental, vision, basic life & voluntary supplemental life optional - Immediate accrual of paid time off - Six paid holidays • For 30+ hours / week employees: - Health benefits within 90 days: medical & voluntary supplemental life optional Qualifications: • 7+ years of applicable accounting experience • 5+ years of accounting personnel management • Proficient in QuickBooks • Proficient in Excel (Must be able to build, decipher, and present spreadsheets) • Multi-company accounting experience required • Detailed-oriented, efficient and organized • Ability to handle multiple projects simultaneously • Manage projects and follow through to completion • Commercial property / real estate transaction experience beneficial Only qualified applicants who respond as requested will be contacted. Principals only. Recruiters, please don't contact this job poster. Do NOT contact us with unsolicited services or offers.

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry. Essential Functions and Responsibilities: Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting Provide exceptional ongoing account management to existing clients to ensure their financial success Complete client fact finders and update financial plans. Use Redtail CRM to effectively manage both client and prospect workflow Communicate client requests to the Financial Advisor. Deepen client relationships and establish credibility and rapport both in-person and via phone Identify potential benefits and services to enhance customer’s financial relationships. Contact new/existing customers to discuss how specific investments and services can meet their needs. Prepare sales presentations/proposals to explain investments and services to a potential client. Complete expense reports, sales reports, (including referrals) and other paperwork. Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations. Attend weekly sales meeting and other meetings as required depending on position and need. Manage multiple and competing priorities on a daily basis in pursuit of business objectives. Qualification Requirements 2+ years of proven success in business development and sales. Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment. Strong verbal and written communication and presentation skills Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software Ability to manage, set and meet deadlines and to operate with a sense of urgency. Excellent organizational and multitasking skills. Exceptional problem-solving skills and attention to detail. High level of professionalism with strong customer service skills. Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration Series 7 required. Series 65/ 66 preferred. Education / Experience Bachelor’s degree preferred but not Required. Business related major a plus. Previous experience in the independent financial services firm a plus. Military experience a plus and encouraged to apply Management experience a plus Family business background a plus

Acctg Mgr/Controller Full-Time In-House (Everett) Competitive wage range of $44 to $48 per hour DOE. Please reply with your resume and a cover letter that includes your relevant experience and desired schedule. Seeking a strong, high-end in-house accounting manager/controller (Dept. Head) for 35-40 hours per week at an Everett based busy commercial property management and family trust real estate administration firm. Duties to include over-see commercial property accounting, cash flow, audits, budgets, analyses and financial information. You’ll ensure accuracy and efficiency in well-established procedures, real estate transactions and frequent one-off projects to protect the overall financial integrity of the company and trust. You’ll provide an example while leading and managing the success of a four-person seasoned accounting department, giving direction and outlining duties to staff for their part of accounting projects to complete. This position will be a great fit for someone who is hands-on, can effectively manage staff and maintain current high employee morale. The right fit will be highly appreciated and valued by management staff. We offer a very supportive, friendly and cooperative family-oriented work environment with the tools you need to accomplish your department goals. Flexible schedule available Monday – Friday. Great benefits include: • $1,200 Signing Bonus paid out after 90 days of employment • For 40+ hours / week employees: - Health benefits within 90 days: medical, dental, vision, basic life & voluntary supplemental life optional - Immediate accrual of paid time off - Six paid holidays • For 30+ hours / week employees: - Health benefits within 90 days: medical & voluntary supplemental life optional Qualifications: • 7+ years of applicable accounting experience • 5+ years of accounting personnel management • Proficient in QuickBooks • Proficient in Excel (Must be able to build, decipher, and present spreadsheets) • Multi-company accounting experience required • Detailed-oriented, efficient and organized • Ability to handle multiple projects simultaneously • Manage projects and follow through to completion • Commercial property / real estate transaction experience beneficial Only qualified applicants who respond as requested will be contacted. Principals only. Recruiters, please don't contact this job poster. Do NOT contact us with unsolicited services or offers.