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Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</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 and 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>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor- Consumer Investments- East Blithedale Financial Center

Investment Operations Specialist at Northwestern Mutual, Charlotte. Are you a dynamic and knowledgeable professional looking for a fulfilling career in financial planning? Northwestern Mutual in Charlotte invites you to join our team as an Investment Operations Specialist. In this role, you'll play a crucial part in our office, collaborating with financial representatives to provide comprehensive financial security to clients through innovative planning. We're seeking an intuitive individual to enhance our team, and here's how you can make an impact: Key Responsibilities: <ul> <li>Facilitate the opening and funding of investment accounts, along with managing investment service requests.</li> <li>Create Investment Reports, incorporating client review documents, financial reports, and financial plan updates.</li> <li>Develop Investment Plans/Proposals for clients, showcasing your expertise from scratch or through necessary updates.</li> <li>Illustrate investment products based on advisor recommendations.</li> <li>Utilize tools like NetX360, ENV2, Mutual Fund companies, and internal systems to compile investment proposals.</li> <li>Provide swift support through Microsoft Dynamics 365 tasking and email.</li> <li>Collaborate with Home Office support services to ensure advisors receive top-quality assistance.</li> <li>Maintain compliant electronic client files and offer continued advisor support.</li> <li>Deliver investment sales kits, including complex proposals, reports, and portfolio allocations.</li> <li>Assist subscribers in maintaining portfolio allocations for Northwestern Mutual's signature series accounts.</li> <li>Provide real-time insight and analysis during case consultations to aid in advisor case preparation, situations, and solutions.</li> <li>Analyze client financial situations and portfolios to develop and implement comprehensive plans aligned with client goals.</li> </ul> Compensation: <ul><li>Salary range: $45,000 - $60,000, plus an annual retention bonus. Salary range is based on licensure at time of hire and obtaining them during your tenure. </li></ul> Qualifications: <ul> <li>Life, Accident &amp; Health insurance licenses (Preferred).</li> <li>SIE, Series 6 or 7, and 63 Preferred or Willing to Obtain.</li> <li>Associate Financial Representative Contract.</li> <li>Bachelor’s Degree in business, finance, and/or equivalent work experience.</li> <li>1-3 years of financial planning experience (Preferred).</li> </ul> Competencies: <ul> <li> Driven for Results: Consistently exceeds goals, bottom-line oriented.</li> <li> Strong Interpersonal Communication: Builds relationships, navigates critical conversations with diplomacy.</li> <li> Prioritization: Focuses on what is most important and effective, eliminates roadblocks.</li> <li> Good Judgement: Makes better decisions, seeks relevant information.</li> <li> Confidentiality: Keeps information safe, trustworthy.</li> <li> Service Oriented: Anticipates client needs, provides excellent relational service.</li> <li> Detail Oriented: Pays close attention to all details, submits high-quality work.</li> </ul> Benefits: <ul> <li>Support for insurance and financial licensing, SIE, Series 6 or 7, Series 63, CFP®, and more.</li> <li>401K 100% match up to 3% </li> <li>Medical, Dental, Vision, Life Insurance, and Disability Income Insurance.</li> <li>Maternity/Paternity Leave</li> <li>18 Days PTO.</li> </ul> About Northwestern Mutual: For over 165 years, Northwestern Mutual has been helping clients live their lives through comprehensive and innovative financial planning. Join us and be a part of a Fortune 100 company, recognized for diversity, admired for financial soundness, and committed to LGBTQ+ equality. Ready to take your career to the next level? Join Northwestern Mutual - where your success is our priority! Job Type: Full-time Pay: $45,000.00 - $60,000.00 per year Benefits: Dental insurance, Health insurance, Life insurance, Paid time off, Professional development assistance, Retirement plan, Vision insurance, 401K Plan w/ 3% Match Physical setting: Office Schedule: Monday to Friday Supplemental pay types: Bonus pay Ability to commute/relocate: Charlotte, NC 28211: Reliably commute or planning to relocate before starting work (Required) Experience: Financial/Investment Experience: 1-2 years (Preferred, not required) License/Certification: Series 6, 7, 63 and/or SIE (Preferred, not required), Life and Health (Preferred, not required) Work Location: In-Office in Charlotte, NC 28211

Northwestern Mutual

Investment Operations Specialist

<h2>What You Can Expect</h2> Senior Security Engineer (Cryptography) at Zoom is responsible for designing, and guiding encryption primitives implementation for Zoom video and meeting applications and services. The ideal candidate should possess a combination of strong technical knowledge across multiple product security domains, a solid Cryptography background and preferably has experience in implementing the encryption primitives. The candidate will work with engineering teams across the company to design, develop, and validate security solutions. The candidate will be an advocate and subject matter expert in Crypto Design Implementation and validation to engineering teams across the company. The candidate will serve as trusted advisor to engineering teams delivering architecture guidance, leading proof of concept implementation, and assisting in implementations of encryption primitives. This is a unique, exciting opportunity to work on and learn about the latest and greatest technologies in the cloud, security, and Cryptography. About the TeamThe Security Architecture team is dedicated to ensuring Zoom releases and deploys secure products. We work with diverse engineering teams across the organization to meet security goals and maintain compliance with established SLAs.Responsibilities<ul> <li>Provide guidance and subject matter expertise in crypto design, implementation, and validation to engineering teams across the company</li> <li>Apply risk-based approach to make the right security decisions and priorities</li> <li>Evaluate and identify gaps in existing solutions and recommend changes or enhancements</li> <li>Build PoC or libraries that enable Zoom developers to easily consume crypto services and work with them for integration</li> <li>Provide hands on security training and secure coding best practices to developers for crypto implementation</li> <li>Work with peers and leaders around the company to set, and then execute the vision for cryptography</li> </ul>What We’re Looking For<ul> <li>Strong cryptography experience across multiple domains such as asymmetric and symmetric key encryption algorithms, key management, secure protocols, and standards such as NIST guidelines for crypto and FIPs etc..</li> <li>5+ years designing and implementing modern encryption technologies in various technology stacks </li> <li>SME knowledge of modern encryption and hashing algorithms and their usage, purposes, and weaknesses in varied scenarios </li> <li>Experience in crafting safe crypto implementations is a must</li> <li>Understanding of Software Security Architecture and Design, SDLC and the ability to clearly articulate best practices for application security</li> <li>Strong development experience in one or more of the programming languages and platforms such as Java, JavaScript, Python, C/C++, Objective C, iOS, Android, Window, Mac, is required.</li> <li>Master’s or PhD (Preferred) in cryptography, computer science, mathematics, or related field</li> <li>Effective communication is essential.</li> </ul>Salary Range or On Target Earnings:Minimum:$146,700.00Maximum:$339,300.00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:06/13/25Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Find room to grow with opportunities to stretch your skills and advance your career in a collaborative, growth-focused environment. Our Commitment​At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills, experience, and potential. If you require an accommodation during the hiring process, let us know—we’re here to support you at every step. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

Zoom

Senior Security Engineer (Cryptography)

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! Job Description: 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 - Eastern Shore/ Salisbury area Market

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Wealth Management Client Assoicate

Benefits: <ul> <li>Employee discounts</li> <li>Flexible schedule</li> <li>Training &amp; development</li> <li>Wellness resources</li> </ul> Now hiring for South Tulsa, Bixby and Broken Arrow! Are you ready to take your expertise to the next level? Join our team for an exciting seasonal opportunity where your skills and knowledge will be highly valued. We’re looking for dedicated professionals who are eager to provide exceptional client service in a dynamic, fast-paced environment. Whether you have a strong background in tax preparation or are eager to learn, we encourage you to apply! Under the direction of the Area Manager, the Office Manager is responsible for one or more locations. As a member of the local leadership team, this position must lead by example, developing an engaged team that is committed to providing the highest level of customer service in a fun, fast-paced environment. Leverage your leadership skills, tax expertise, business background, and knowledge of tax laws into this unique opportunity to propel you to the next level. Why Join Us? <ul> <li>Competitive Pay: Earn hourly wages plus a bonus program.</li> <li>Health Benefits: Access unlimited telemedicine and virtual healthcare for your household through Teladoc.</li> <li>Financial Flexibility: Get early access to earned wages with ZayZoon.</li> <li>Employee Perks: Enjoy our corporate discount program and discounted personal tax return services (terms apply).</li> <li>Professional Development: Take advantage of free tax preparation training and continuing education.</li> <li>Career Growth: Work in a fast-paced, innovative culture with opportunities for advancement.</li> </ul> What We’re Looking For: <ul> <li>2+ years of previous experience in an office setting.</li> <li>A passion for delivering outstanding customer service.</li> <li>Strong communication and interpersonal skills.</li> <li>Ability to excel in a fast-paced work environment.</li> <li>Basic computer proficiency.</li> <li>A willingness to learn and grow.</li> <li>Background in accounting, finance, retail, bookkeeping, or tax preparation is a plus, but not necessary.</li> <li>PTIN Certification: Required.</li> </ul> If you’re seeking a rewarding opportunity to enhance your skills and make a meaningful impact, apply today! PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity. Compensation: $12.00 - $18.00 per hour <h2>Working at Jackson Hewitt</h2> Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. <h2>Taxes are fun (really!)</h2> Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Jackson Hewitt

Office Manager

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 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

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