Hiring: Finance Associate-Recent Finance Grads Company: SGS Technologie Location: St. Petersburg, FL Job Posted Time: 2026-09-16 14:29:34 Employment Type: Full-time / Hybrid Target Skills & Keywords : Microsoft Excel, Microsoft Office, Regulatory Compliance, Wealth Management About the job Experience: •At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry, OR someone who has recently graduated with a Bachelor's degree in finance or related field, and some professional work experience is preferred. •2 years of RECENT experience within the financial services, ideally the retirement planning industry, OR someone who has recently graduated with a Bachelor's degree in finance or related field, and some professional work experience is preferred. Required Skills: •IMPORTANT- Candidates local to Southfield, Michigan, Memphis, Tennessee or St. Petersburg, FL only There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. •8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training RJ will provide a laptop •Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution. Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training. •Communicates, researches and resolves issues with other internal departments Reviews daily reports of individual productivity to evaluate personal performance. •If they are a recent graduate, they must be able to learn the basics within the retirement planning industry quickly. •. **Please administer an alphanumeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role. •Please include the scores on top of the candidate's resume.** Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times. Professional demeanor Ability to navigate through several different systems at once, using a dual monitors Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!