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Associate Financial Advisor63393540480515120
Workable
Associate Financial Advisor
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout
Hartford, CT, USA
$48,000/year
Staff Accountant63393532214531121
Workable
Staff Accountant
At Foley, we are revolutionizing the way companies recruit, screen, and monitor drivers. This is an exciting time for us as we scale our B2B vertical SaaS business and modernize our products for the future. If you are a strategic thinker who thrives in complexity, is energized by impact, and wants to work with a team passionate about building great products and helping customers, we would love to talk to you. We believe in Teammateship, Grit and Innovation …. our core values. Whether collaborating internally or assisting customers, we approach every challenge with humor, optimism, and a commitment to success. STAFF ACCOUNTANT We’re seeking a detail-oriented Staff Accountant with 3–5 years of experience to support our growing finance and accounting operations. This role will be responsible for executing core accounting functions including month-end closing, journal entries, account reconciliations, and financial reporting. The ideal candidate is tech-savvy, thrives in a fast-paced SaaS environment, and brings a strong understanding of GAAP and accounting best practices, along with the ability to work with large and complex data sets. This is a REMOTE option- Those residing in AZ, CT, FL, GA, IL, IN, MA, NE, NH, NJ, NY, NC, PA, SC, TN, TX, MI & WI are welcome to apply! The compensation for this position starts at $70,000 annually plus an annual bonus opportunity! WHAT YOU WILL DO Prepare and post journal entries and accruals in accordance with GAAP Perform monthly account reconciliations and bank reconciliations Assist with month-end and year-end close processes Support AR and AP processing and analysis Maintain accurate general ledger accounts and financial records Assist with revenue recognition and deferred revenue accounting Analyze large volumes of financial and operational data to identify trends, variances, and opportunities for efficiency Support audits by providing required documentation and analysis Partner with cross-functional teams to gather financial data and insights Continuously improving processes and contributing to systems enhancements Help maintain compliance with internal controls and accounting policies WHAT WE’D LIKE YOU TO HAVE Bachelor’s degree in accounting, finance, or related field 4-6 years of relevant accounting experience (SaaS or tech industry preferred) Solid understanding of GAAP; experience with ASC 606 is a plus Proven ability to work with large datasets to perform reconciliations, identify discrepancies, and drive insight Proficiency in accounting software Advanced Excel skills (e.g., VLOOKUP, pivot tables, data analysis tools) Strong analytical thinking and high attention to detail Excellent communication skills and a proactive, team-oriented mindset WHAT YOU’LL LOVE ABOUT FOLEY The People: Our close-knit, exceptionally talented teams are the heart of Foley. Our employees and customers consistently highlight our team spirit. Check out our customer feedback on Trustpilot. Outstanding Benefits: Choose from 3 medical plans, 2 levels of dental, and 2 levels of vision plans. Enjoy generous vacation, sick, and personal time off, plus a 401K plan with a match. We support your well-being so you can live your best life. Ideas Over Egos: In our entrepreneurial environment, you have the freedom to explore new ideas and approaches, backed by a collaborative team. Professional Growth: We prioritize internal growth and encourage employees to apply for new opportunities. Our People Operations team is here to help you plan and achieve your career goals. Our Environment: We celebrate success and believe in transparency and teamwork. We invest in collaboration tools to ensure face-to-face interactions, even in a virtual space. Many of our roles are remote, but we ensure our employees remain engaged and connected. What We Do, How We Do It Many companies handle recruitment, background screening, and regulatory management in a fragmented way, using different vendors for recruitment, screening, and regulatory requirements. This approach is inefficient, costly, and increases the risk of overlooking important details. At Foley, we offer a seamless platform that manages recruitment, screening, and regulatory requirements under one roof. By integrating powerful technology with our deep expertise, we provide comprehensive and superior experience for our customers. Where We're Headed We are continuously developing new solutions to address future challenges in recruitment, screening, and regulatory management. Our focus is on leveraging extensive data collection and innovative technologies, such as predictive analytics, to identify top talent and assess company risks. Our goal is to deliver cutting-edge solutions that drive success. What It's Like to Work with Us Diving Deep: Become an expert in a niche industry. Continual Growth: Advance your career and skills. Lifelong Friends: Build lasting relationships along the way. We are a 250+ person company on the brink of explosive growth, thanks to our AI-powered technology and predictive analytics. If you're ready to join our journey, visit us at www.foley.io Keywords: Senior Accountant Financial Analyst Accounting Specialist Revenue Accountant Financial Reporting Accountant      
Hartford, CT, USA
$70,000
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