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<h3>Details </h3>Specialty: Primary CareSchedule: Mon-Fri, 8-5Practice Detail: Thriving practice in south Tulsa. EMR System: CernerFacility: RiversideLocation: South TulsaThis job location is not currently located in a Health Professional Shortage Areas (HPSAs) and/or Medically Underserved Areas/Populations (MUA/P) Shortage Designation Type.<h3>Benefits </h3>Paid time off (PTO) Various health insurance options &amp; wellness plans Retirement benefits including employer match plans Long-term &amp; short-term disability Employee assistance programs (EAP) Parental leave &amp; adoption assistance Tuition reimbursement Ways to give back to your communityBenefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance and salary range at the time of the offer.<h3>Responsibilities </h3>Ascension St. John is looking for a Physician for our Riverside Primary Care Location. This is a great opportunity for the right candidate to partner with Ascension St. John to provide medical services to patients.Position Highlights:<ul> <li>Large, thriving, &amp; diverse practice </li> <li>Collegial team</li> <li>Competitive pay &amp; excellent benefits</li> </ul>Responsibilities:<ul> <li>Evaluates and treats patients with appropriate medical diagnostic and treatment skills. Coordinates discharge planning with case management.</li> <li>Recommends, participates in, and works to ensure the success of efforts to improve cost effectiveness and quality of care provided to patients.</li> <li>Accepts patient referrals from other physicians. Acts as admitting, attending and/or consulting physician for patients who require hospitalization for primary medical diagnoses, depending on needs of patients, medical staff and hospital.</li> <li>Participates in academic programs (e.g. medical education and research) as requested.</li> <li>Provides appropriate documentation that meets insurance company requirements; appeal all denials in a timely manner.</li> <li>Participates in inpatient and outpatient consultation for specialty, which may include on call schedules.</li> </ul><h3>Requirements </h3>Licensure / Certification / Registration:<ul> <li>Physician MD/DO with Prescriptive Authority credentialed from the Oklahoma Board of Medical Licensure and Supervision obtained prior to hire date or job transfer date required.</li> <li>Advanced Life Support preferred. American Heart Association or American Red Cross accepted.</li> </ul>Education:<ul><li>Doctor of Medicine (MD) or Doctor of Osteopathy (DO) required.</li></ul><h3>Why Join Our Team </h3>Ascension St. John has been serving Northeast Oklahoma with compassionate, personalized care since 1926. Join more than 7,000 associates and find a rewarding healthcare career at one of our 6 hospitals and numerous other sites of care. When you join our care teams, you join a team dedicated to providing spiritually centered, holistic care which sustains and improves the health of the communities we serve.Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.<h3>Equal Employment Opportunity Employer </h3>Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws.For further information, view the <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">EEO Know Your Rights (English)</a> poster or <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRightsSp_10_20.pdf" target="_blank">EEO Know Your Rights (Spanish)</a> poster.As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.<a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Pay Non-Discrimination Notice</a>Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.<h3>E-Verify Statement </h3>This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">E-Verify</a>

Ascension

Physician - Primary Care

Full Job Description: <a href="https://drive.google.com/file/d/1KbMoQ71_-aF7HCvNy4MYmhfzCm2AeVn-/view" target="_blank">Program Manager, Integrated &amp; Expanded Learning</a> Salary Grade: Business Grade 06/ BG-06 Tulsa Public Schools’ existing salary schedules provide career increment adjustments based on education/experience and/or years of creditable service. For more information about the salary for this specific position please review the <a href="https://www.tulsaschools.org/about/teams/talent-management/compensation" target="_blank">Salary Schedule</a> for the corresponding Salary Grade (listed above). For more information on our comprehensive benefits packages, please visit: <a href="https://www.tulsaschools.org/careers/comp-benefits" target="_blank">Compensation and Benefits website</a>. Position Summary: The Program Manager, Integrated &amp; Expanded Learning is responsible for implementing, managing, and ensuring the successful and timely completion of comprehensive project plans to ensure the development and execution of expanded learning systems, partnerships, and activities across the academic year, intersessions, and summer months. This position will be responsible for gathering information, updating information in project management systems, monitoring project timelines and deliverables, and giving regular status updates to proactively identify and resolve challenges. The Program Manager will collaborate with internal district teams and The Opportunity Project to plan, design, communicate, and implement necessary guiding tools and resources and professional learning opportunities to successfully support expanded learning educators in meeting learners’ social, emotional, and academic needs in expanded learning programs and spaces. Additionally, this position will assist with data tracking and usage to increase awareness of, increase access to, and improve quality of expanded learning programs and activities across Tulsa Public Schools. Minimum Qualifications: Education: ● Bachelor’s degree in education, business administration, non-profit or project management or related field, and/or equivalent work experience ● Advanced degree preferred Experience: ● Two (2) years of experience with managing projects or initiatives in community- based, youth-serving settings, especially those in partnership with local schools ● Experience leading multi-partner community-based planning and implementation projects essential Specialized Knowledge, Licenses, Etc.: ● Working knowledge of positive youth development, expanded learning, and continuous quality improvement exhibited in expanded learning programming and school / community partnerships ● Proficient in Microsoft Office Suite and Google Office Suite ● Bilingual in Spanish preferred ● Understanding of user-centered design ● Understanding of risk management and change management About Our District: At Tulsa Public Schools, our mission is to inspire and prepare every student to love learning, achieve ambitious goals, and make positive contributions to our world. We are the destination for extraordinary educators and staff who work with our community and families to ignite the joy of learning and prepare every student for the greatest success in college, careers, and life. Our core values of equity, character, excellence, team, and joy guide how we work and interact with each other and our community.

Tulsa Public Schools

Program Manager, Integrated & Expanded Learning

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview You may be eligible for a sign-on bonus of up to $3000. Join our team as a day shift, full-time, Pulmonology Medical Assistant (MA) in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li></ul> <ul><li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li></ul> <ul><li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li></ul> Get to Know Your Team: <ul><li>Utica Park Clinic, founded in 1982, is a multi-specialty medical group with more than 300 employed physicians and advanced practice providers representing over 25 specialties across 80 plus clinics in Oklahoma</li></ul> Learn About a Day in the Life of a Medical Assistant: Responsibilities The Medical Assistant (MA) will report directly to the Office Manager and will be responsible for vitals, injections and basic triage and should be able to assist in minor procedures. Qualifications Job Requirements: <ul type="disc"> <li>High School Diploma or GED</li> <li>BLS Certification</li> <li> Successful completion of a Medical Assistant training program or more than 3 years of working experience as an MA. </li> </ul> Preferred Job Requirements: <ul type="disc"> <li>Current CMA, RMA or ABR certification </li> <li>Bi-lingual (Spanish)</li> </ul>

Utica Park Clinic

Medical Assistant / MA Pulmonology

Are you an experienced Clinical Lab Professional? Are you looking to embark on a new challenge in your career, or start your career in Clinical Lab Science? If so, Labcorp wants to speak with you about exciting opportunities to join our team as a Technician in Tulsa, OK. In this position you will work in a fast paced, customer focused, and challenging environment, and will be a part of our overall mission at Labcorp: “Improving Health, Improving Lives”.Work Schedule: Monday-Friday 7:30am-4pmBenefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN &amp; Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please <a href="https://careers.labcorp.com/global/en/us-rewards-and-wellness" target="_blank">click here</a>. Job Responsibilities<ul> <li>Determine the acceptability of specimens for testing according to established criteria</li> <li>Perform routine and complex technical procedures and functions according to departmental Standard Operating Procedures</li> <li>Monitor, operate and troubleshoot instrumentation to ensure proper functionality</li> <li>Demonstrate the ability to make technical decisions regarding testing and problem solving</li> <li>Prepare, test and evaluate new reagents or controls</li> <li>Report accurate and timely test results in order to deliver quality patient care</li> <li>Perform and document preventative maintenance and quality control procedures</li> <li>Identify and replenish testing bench supplies as necessary</li> <li>Assist with processing of specimens when needed</li> <li>Maintain a safe work environment and wear appropriate personal protective equipment</li> </ul>Requirements:<ul> <li>Associate’s degree in a Chemical or Biological science, Clinical Laboratory Science, Medical Technology or meet local regulatory (CLIA &amp; State) requirements</li> <li>Previous clinical laboratory testing experience is highly preferred</li> <li>ASCP or AMT certification is preferred</li> <li>Ability to work independently and within a team environment</li> <li>Proficient with computers; Familiarity with laboratory information systems is a plus</li> <li>High level of attention to detail along with strong communication and organizational skills</li> <li>Must be able to pass a standardized color vision screen</li> <li>Flexibility to work overtime or other shifts depending on business needs</li> </ul> If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!Labcorp is proud to be an Equal Opportunity Employer:Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to applyIf you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our <a href="https://careers.labcorp.com/global/en/accessibility" target="_blank">accessibility site</a> or contact us at <a href="#">Labcorp Accessibility.</a> For more information about how we collect and store your personal data, please see our <a href="https://www.labcorp.com/about/web-privacy-policy" target="_blank">Privacy Statement</a>.

LabCorp

Medical Laboratory Technician

Reports to: Production Supervisor Cooperates with: Welding, Fabrication, Shipping Primary Responsibility: MIRATECH, a global leader in emission and silencing solutions, is currently seeking 2nd shift welders and fitters in Houston, TX. Applicants are required to have experience in MIG and Flux Core Arc welding. This position is 20% Welding and 80% Fitting. Shift: 1st Shift, Monday - Friday, 6:00 am to 3:00 pm. Specific Duties and Responsibilities: <ul> <li>Perform MIG welding based on product needs, welding round and rectangular elements.</li> <li>Read and interpret project plans, blueprints, and other written instructions and diagrams to perform the necessary task.</li> <li>Knowledge of QC and product specifications.</li> <li>De-bur and grind metal as necessary to achieve proper surface texture.</li> <li>Knowledge of welding safety procedures and willingness to use PPEs provided.</li> <li>Other duties as assigned.</li> </ul> Qualifications: <ul> <li>High School Diploma.</li> <li>Certification in welding from a recognized technical institute or trade school is highly desirable.</li> <li>Proficiency in reading and interpreting technical drawings and blueprints.</li> <li>Good problem-solving skills and the ability to work independently or as part of a team.</li> <li>Ability to use welding equipment and related tools effectively and safely.</li> <li>Strong attention to detail and a commitment to producing high-quality work.</li> <li>Experience in using electrical or manual tools (grinders, saws, squares, calipers etc.)</li> <li>Excellent communication and interpersonal skills.</li> <li>Welding certification a plus.</li> <li>Must be able to lift up to 50 lbs. individually and heavier items with a team lift.</li> </ul> Physical Requirements: <ul> <li>Must be able to lift up to 50 lbs. individually and heavier items with team lift</li> <li>Standing, bending, and walking for extended periods of time</li> </ul> You'll stand out if you have: <ul> <li>Welding certification</li> <li>Able to interpret blueprints</li> <li>Prior work experience as a MIG welder</li> </ul> Compensation and Benefits: <ul> <li>Hourly pay for experienced pipe welders/fitters will be based on experience.</li> <li>Competitive starting pay for entry-level candidates who pass the welding test.</li> <li>Annual reimbursement for safety gear.</li> <li>Annual Wellness reimbursement.</li> <li>Health, Dental &amp; Vision Insurance</li> <li>Flexible Spending Account (FSA)</li> <li>401k with match up to 5%</li> <li>Life insurance</li> <li>Disability insurance</li> </ul> Equal Opportunity: MIRATECH is an equal opportunity employer and supports a diverse and inclusive workforce. All employment practices are based on qualification and merit, without regards to race, color, national origin, ancestry, religion, age, sex, gender identity, sexual orientation or preference, marital status or spousal affiliation, physical or mental disability, medical conditions, pregnancy, status as a protected veteran, genetic information, or citizenship within the limits imposed by federal laws and regulations.

Miratech

Director of Procurement

Nabholz Construction Corporation

Utilities Superintendent (Civil)

Bank of America

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Grantville Financial Center

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 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>Bi-lingual Spanish speaking</li> <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

Financial Solutions Advisor II - Consumer Investments - San Antonio Area

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! 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: <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>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.</li> <li>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.</li> <li>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.</li> <li>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.</li> <li>As a Financial Solutions Advisor Stage I, you can look forward to</li> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> <li>We’re a culture that</li> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</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> </ul> Required Qualifications <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s 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>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.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - Sewickley Financial Center

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. 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 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. 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>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, and 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 you with 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. 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. 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> 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 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>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, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</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> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

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