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Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Stage I Consumer Investments - Portland Metro

Overview Are you looking for a rewarding career? If so, we invite you to join our team at Amedisys, one of the largest and most trusted home health and hospice companies in the U.S. Attractive pay $60,000.00 - $70,000.00 Our compensation reflects the cost of labor across several U.S. geographic markets and may vary depending on location, job-related knowledge, skills, and experience. What's in it for you A full benefits package with choice of affordable PPO or HSA medical plans. Paid time off. Up to $1,000 in free healthcare services paid by Amedisys yearly, when enrolled in an Amedisys HSA medical plan. Up to $500 in wellness rewards for completing activities during the year. Use these rewards to support your wellbeing with spa services, gym memberships, sports, hobbies, pets and more.* Mental health support, including up to five free counseling sessions per year through the Amedisys Employee Assistance program. 401(k) with a company match. Family support with infertility treatment coverage*, adoption reimbursement, paid parental and family caregiver leave. And more. Please note: Benefit eligibility can vary by position depending on shift status. *To participate, you must be enrolled in an Amedisys medical plan. **For full-time caregivers meeting certain requirements. Why Amedisys Amedisys is a leading provider of home health, hospice, and high-acuity care, dedicated to helping patients and families navigate the complex healthcare system. With a focus on compassionate, patient-centered care, you would be joining a team of professionals committed to improving the lives of those they serve. Responsibilities As a Benefits Speciailist, you will primarily responsible for the service delivery and plan administration of assigned benefits programs, including day-to-day vendor interactions and relationships. Also responsible for addressing complex employee issues and escalations, administering company leave of absence programs, and providing support to Senior Benefits Specialists with process improvement, regulatory compliance, and other benefit projects as assigned. <ul> <li>Manages the daily interactions and service relationships with assigned vendors to ensure the delivery of high quality customer service, accurate benefit plan administration, and fulfillment of strategic objectives.</li> <li>Reviews and verifies that administrative invoices and service level agreements with assigned vendors are in compliance with applicable contract terms before initiating payment requests.</li> <li>Responds to complex employee benefit inquiries and resolves escalations received from incoming emails, ticket management systems, benefits call center representatives, and/or senior leadership in a timely and professional manner.</li> <li>Analyzes employee inquiries, tickets, and calls to identify potential benefits administration issues and/or opportunities for improved communications or processes, and provides clear and concise information to Senior Benefits Specialists for additional research, validation, and resolution.</li> <li>Serves as liaison between leaves administration vendors, impacted employees, management, and other stakeholders to administer all mandated and available leave of absence programs in an accurate, compliant, and efficient manner.</li> <li>Tracks and implements communication plans for assigned benefit programs, including policy changes, program updates, and required regulatory documents with the assistance of external vendor partners and consultants using a variety of communication methods.</li> <li>Assists with testing the 401(k) and health and welfare benefits eligibility rules, events, and benefit plans within the PeopleSoft Human Capital Management system, especially during the annual Open Enrollment processes.</li> <li>Assists the Senior Benefits Specialists with internal and external audit requests, regulatory related testing and compliance filings, and preparation of benefits disclosures, plan documents, and other required communications.</li> <li>Partners with Senior Benefits Specialists to identify and obtain relevant data to assess the success and effectiveness of current benefit programs and to inform the development of new strategic initiatives to meet objectives and desired outcomes as established by senior leadership.</li> <li>Provides training and documented processes to other Benefits Specialists in order to enable their backup support during vacations, leaves of absence, and/or any changes to team resources, and serves as backup support for the other Benefits Specialists as assigned.</li> <li>Performs other duties as assigned.</li> </ul> Qualifications Required <ul> <li>Three (3+) years of experience in Benefits Administration.</li> <li>Ability to travel domestically (0-10% of the time) as required for assigned projects, vendor meetings, and professional development.</li> </ul> Preferred <ul> <li>Associate's degree (or equivalent college-level credits) in Human Resources, Business Administration, Information Technology, or related field.</li> <li>Five (5+) years of experience in Benefits Administration, including leave of absence administration, for a large organization.</li> <li>Human Resources and/or Benefits Certification (PHR, SPHR, SHRM - CP, SHRM -SCP, CEBS, CBP).</li> <li>Experience with vendor management for day-to-day operations and service delivery needs, including handling escalated individual issues.</li> <li>Working knowledge of ERP and/or HRIS technology platforms, specifically PeopleSoft Human Capital Management system, including the ability to use and modify queries for data reporting.</li> <li>Working knowledge of ERISA, FMLA, ADA and other primary federal legal and regulatory requirements related to employee benefits.</li> </ul> Amedisys is an equal opportunity employer. All qualified employees and applicants will receive consideration for employment without regard to race, color, religion, sex, age, pregnancy, marital status, national origin, citizenship status, disability, military status, sexual orientation, genetic predisposition or carrier status or any other legally protected characteristic.

Amedisys

Benefits Specialist - Leave Administration - Remote

Project Accountant 2 Why Manhattan? Manhattan Construction Company is a family of builders committed to developing teams who do the right thing for our projects, our clients, and each other. Every year, we celebrate team members who have been with the company for 10, 20, 30, and even 40-plus years. What is it about Manhattan that makes people stick around for decades? We offer large company benefits and professional development opportunities with the care and concern of a family-owned business. At Manhattan, you get: <ul> <li>Competitive pay and benefits.</li> <li>A positive, friendly, and team-oriented workplace with caring leadership.</li> <li>Professional development and leadership programs.</li> <li>To work on exciting projects for your community.</li> <li>Security and stability working for a financially strong company.</li> <li>More opportunities to grow your career through our multiple U.S. office locations and affiliated companies.</li> </ul> Check out the details in our Career Development Booklet on our website: <a href="http://www.manhattanconstructioncareers.com" target="_blank">www.manhattanconstructioncareers.com</a> If Manhattan sounds like the place for you, share your resume with us! POSITION SUMMARY: The Project Accountant 2 holds the qualities and responsibilities of the PA 1, as well as a focus on maintaining records and processes in relation to the Owner Contract and Project Budget. The position works under the direct supervision of the Project Manager, with guidance from the Director of Project Accounting, and assists in the development and execution of the billing strategy of the Project Execution Plan. This position must demonstrate strong organizational and time management skills and strong communication and client service skills. MAJOR DUTIES &amp; RESPONSIBILITIES: <ul> <li>Process all material and subcontractor invoices for approval and inputs into the accounting system</li> <li>Review subcontractors pay application information, including current contract value, stored materials, owner direct purchasing, and retainage, and communicate irregularities to the Project Manager and Subcontractor as appropriate</li> <li>Requests, collects and files partial and final releases of liens</li> <li>Tracks and assists with subcontractor insurance compliance renewals</li> <li>Request and obtain valid W-9s for new vendors</li> <li>Collects and processes Certified Payrolls when required</li> <li>Receives and processes payroll for hourly employees</li> <li>Assists with onboarding of new team members</li> <li>Assists with the project setup process, including but not limited to Job Cost Budgets and Staff Rate verification</li> <li>Assists in review of owner contracts to identify contractual terms for accounting and billing requirements with the project team and aids in documenting said requirements in the Contract Abstract</li> <li>Attends ‘pencil-copy’ meetings with subcontractors and Owners</li> <li>Attends assigned projects’ PSR reviews and meetings</li> <li>Routinely performs reconciliation and audit reviews to identify any over/under variances; communicates effectively and pursues resolution</li> <li>Works with the Project Manager to create and monitor Billing Forecasts and Change Management</li> <li>Prepare and process Owner billings on a schedule of values in accordance with contract requirements and MCC Standards (in ERP)</li> <li>Generate billing backup detail and reconcile billings against job cost per MCC Standards </li> <li>Prepare Job Cost Corrections as required</li> <li>Reviews and provides guidance with NR forecasting to ensure its accuracy with respect to actual cost incurred</li> <li>Manages the AP/AR process consistently in VISTA</li> <li>Coordinates vendor payments with Corporate AP staff to ensure company policy is followed prior to payment, including adherence to pay-if-paid provisions</li> <li>Set up and maintain general subcontractor correspondence and accounting files in the document control system</li> <li>Helps maintain records of computer-related equipment and prepares equipment transfers as needed</li> <li>Assist the Superintendent or Safety Manager in maintaining OSHA documentation and postings</li> <li>Assist in Project Close Out process</li> <li>Develops a basic understanding of various delivery methods through experience with a variety of project sizes and type; works across multiple projects with varying sizes and complexities</li> <li>Provide general administrative support to the project team as requested</li> <li>Responsible for conducting themselves in accordance with our Guiding Principles and exhibiting attributes matching the Way We Work.</li> <li>Other duties as assigned</li> </ul> JOB SKILLS &amp; ABILITIES GUIDELINES: <ul> <li>Strong computer skills are required. In addition to proficiency in Microsoft Office applications, the ability to learn new programs/systems quickly is essential.</li> <li>Comfortable working in a paperless environment</li> <li>Experience working in Vista or similar accounting system/ERP</li> <li>Good time management and organizational skills</li> <li>Ability to analyze, identify, and resolve issues with accounts receivable and accounts payable</li> <li>Functions actively and effectively as part of a team</li> <li>Basic understanding of different delivery methods and experience with variation of project size, type</li> <li>Dependability</li> </ul> MINIMUM QUALIFICATIONS: <ul> <li>High school diploma or GED</li> <li>4-year bachelor's degree or relevant accounting experience</li> <li>6 years of industry experience</li> </ul> WORKING CONDITIONS AND PHYSICAL EFFORTS: <ul> <li>Ability to physically stand, bend, sit for long periods, and squat throughout the day.</li> <li>Ability to repeat the same movements.</li> <li>Ability to communicate effectively to participate fully in meetings, video conferences, and phone calls.</li> <li>Use hands to type, handle, control, or feel objects, tools, or control.</li> <li>Occasionally lift, pull, or move up to 25 lbs.</li> <li>Occasional travel will be required, primarily in the metropolitan area but sometimes domestically (must have a valid Driver’s License).</li> </ul> About Manhattan Founded in 1896, Manhattan is a top-ranked national construction services firm that provides preconstruction, construction management, program management, general building, and design-build services. Manhattan’s award-winning portfolio includes mission-critical, sports, healthcare, government, education, laboratory, aviation, transportation, convention, casino, and hospitality facilities. Manhattan is a: <ul> <li>20-time Associated Builders and Contractors (ABC) Accredited Quality Contractor (AQC)</li> <li>ABC 2019, 2020, 2021, 2022, and 2023 Top Performing Contractor</li> <li>Ten-time STEP Diamond Safety Award Winner</li> <li>2017, 2021, and 2022 National Safety Pinnacle Award winner</li> <li>2023 Great Company To Work For (Oklahoma Magazine)</li> </ul> Under the fifth generation of Rooney family ownership and headquartered in Oklahoma, Manhattan focuses on building trust and building excellence. We pride ourselves on our uncompromising commitment to ethical conduct, safety, and making fiscally sound business decisions to support our clients’ long-term goals, team members, and project partners. For the same reasons we have so many tenured team members, we also have been fortunate to work with many clients for decades, some for over half a century. Attention All Third-Party Agencies, Headhunters, and Recruiters Manhattan Construction will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to Manhattan Construction will be considered the property of Manhattan Construction. Manhattan Construction will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. Manhattan Construction will not be obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. Manhattan Construction only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with Manhattan Construction from third parties must be through our Human Resources Recruiting department. Outside recruiters are asked not to contact our hiring managers directly. Any contact made outside of the Manhattan Construction Human Resources Recruiting Department by a third party will cancel any future business relationships between the third party and Manhattan Construction.

Manhattan Construction Company

Project Accountant 2

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: <ul> <li>Executes the bank's risk culture and strives for operational excellence</li> <li>Builds relationships with clients to meet financial needs</li> <li>Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li> <li>Manages financial center traffic, appointments, and outbound calls effectively</li> <li>Drives the client experience</li> <li>Manages cash responsibilities</li> </ul> Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Lebanon West Financial Center

Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. This role is located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions.</li> <li>Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars.</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses.</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Self-starter who efficiently manages time and capacity.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively, confidently, and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation.</li> <li>Experience balancing investment management, sales activities, and new client development.</li> <li>Strong computer skills and the ability to multitask in a demanding environment.</li> <li>Bachelor's degree is a plus, preferably in business-related field.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.</li> <li>Obtained insurance licenses is preferred. ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Morristown Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor- Consumer Investments-Macon, GA Area

Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Mount Hope Financial Center, NY

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: **Mandarin Strongly Preferred (contingent upon location) ** • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Consumer Investments- Stage I- Seattle North

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> <li>Bilingual skills.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor - Baron Cameron Financial Center

<h2>Job Details</h2> Job Location Community Care College - Tulsa, OK <h2>Description</h2> General Function: Lead and manage the Business &amp; Industry Management, AOS in Accounting, and Bookkeeping programs. Responsible for curriculum development, faculty oversight, academic quality assurance, student success initiatives, and regulatory compliance. Ensures that all program areas align with institutional goals and meet the needs of today’s evolving business and accounting industries. Duties &amp; Responsibilities <ul> <li>Oversee the development, evaluation, and continuous improvement of curriculum and instructional materials for all assigned programs.</li> <li>Ensure alignment with industry standards, accreditation requirements, and employer expectations.</li> <li>Monitor course delivery for quality, rigor, and student engagement.</li> <li>Facilitate program review and learning outcome assessments.</li> <li>Hire, train, supervise, and evaluate program faculty and adjunct instructors.</li> <li>Provide coaching and mentorship to faculty in instructional best practices and classroom management.</li> <li>Lead regular departmental meetings and faculty development sessions.</li> <li>Monitor student performance, retention, and graduation rates; implement improvement strategies as needed.</li> <li>Address academic concerns, complaints, and appeals in accordance with college policies.</li> <li>Collaborate with career services to support student success and job placement.</li> <li>Ensure course schedules, syllabi, and instructional plans are accurate and delivered on time.</li> <li>Maintain program documentation for accreditation, regulatory compliance, and institutional reporting.</li> <li>Serve as the primary liaison between the program areas and other campus departments.</li> <li>Participate in budget planning and resource management for the department.</li> <li>Build and maintain relationships with employers, advisory boards, and industry partners.</li> <li>Integrate real-world applications, certifications, and career readiness components into coursework.</li> <li>Represent the college at community, business, and education events relevant to program areas.</li> </ul> <h2>Qualifications</h2> <ul> <li>Bachelor’s degree in Business, Accounting, Management, or a related field required. Master’s degree preferred.</li> <li>Minimum of 3 years of industry experience in business, accounting, or management.</li> <li>At least 2 years of instructional experience in postsecondary or adult education settings.</li> <li>Previous supervisory or program coordination experience strongly preferred.</li> <li>Strong leadership, organizational, and decision-making skills.</li> <li>Knowledge of current trends and practices in business, accounting, and workforce development.</li> <li>Ability to manage multiple priorities and meet deadlines.</li> <li>Proficiency in learning management systems (e.g., Canvas), Microsoft Office, and Google Workspace.</li> <li>Excellent written and verbal communication skills.</li> </ul> Working Conditions <ul> <li>Full-time, hybrid position. On campus one day a week.</li> <li>Requires regular virtual meetings and occasional in-person visits to the CCC campus or conference attendance (as needed).</li> <li>Required to provide own hardware (PC or Mac Computer), software (including email), and Internet service.</li> <li>Attend graduation ceremonies</li> </ul>

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