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<h2>Job Details</h2> Job Location AAON Tulsa - Tulsa, OK Position Type Full Time Salary Range $22.99 - $34.49 Hourly Travel Percentage Up to 25% Job Shift Day Job Category Other <h2>Description</h2> Job Summary: The Production Control Scheduler is responsible for optimal planning and scheduling for our Manufacturing teams. Daily in depth communication with other departments to inform of issues and acquire necessary information to schedule accurately and efficiently. Essential Job Functions: <ul> <li>Follows scheduling policies and procedures, and directs scheduling programs accordingly.</li> <li>Coordinates with Customer Service, Engineering, Purchasing, and Manufacturing Departments to ensure all shipping deadlines are met.</li> <li>Seeks out alternative and innovative solutions to unforeseen circumstances to help in the continued flow of production and other facets of the company.</li> <li>Provides proper and timely feedback to Customer Service regarding premium orders, possible delays to equipment, etc.</li> <li>Helps resolve problems relating to shortages, variances, or other impediments to smooth material flow through the factory.</li> <li>Ensures work orders are planned, released, completed and closed in a timely manner.</li> <li>Ensures weekly production schedules are in alignment with the company’s production plan and customer requested ship dates.</li> <li>Works with Production on scheduling adjustments.</li> </ul> <h2>Qualifications</h2> Minimum Required Qualifications: An individual in this position must have the following minimum required qualifications. <ul> <li>High School Diploma and 2 years’ experience in in the HVAC or a similar industry</li> <li>Ability to perform each essential job function satisfactorily</li> <li>Ability to meet the physical demands of the job</li> <li>Ability to pass a drug test and background check</li> </ul> Knowledge, Skills and Abilities: <ul> <li>Communicates effectively, both verbal and written, with team members and management to achieve department/company goals</li> <li>Exhibits good decision-making and problem-solving abilities</li> <li>Demonstrates strong multi-tasking capabilities, project management skills, attention to detail and organizational skills</li> <li>Proficient in Microsoft Office and ability to learn various other computer systems and software</li> <li>Works with minimal supervision</li> <li>Demonstrates the motivation to cross-train in other functions and increase overall knowledge</li> <li>Works effectively in a team environment</li> <li>Remains positive and helpful in all situations</li> <li>Demonstrates a strong customer service mentality</li> <li>Works cooperatively with others</li> <li>Displays flexibility in daily work functions to ensure the needs of the company are met</li> <li>Maintains a satisfactory work attendance</li> <li>Complies with all company policies and procedures</li> </ul> Physical Demands: In order to perform the essential functions of the job, the employee must be able to: <ul> <li>Remain in a stationary position (primarily standing) for 95% of the time</li> <li>Move parts, tools and other objects weighing up to 50 pounds in all directions</li> <li>Traverse the manufacturing facility to accomplish tasks</li> <li>Communicate with others to exchange accurate information</li> <li>Observe/assess the accuracy and quality of the work assigned (frequently including detecting color)</li> </ul> Work Environment: While performing the duties of this job the employee will work in a manufacturing facility and periodically be exposed to: <ul> <li>Humidity, loud noises, dirt, chemical fumes</li> <li>Varying and extreme temperatures (heat and cold)</li> <li>Sheet Metal</li> <li>Mechanical parts</li> <li>Forklift traffic</li> </ul> Disclaimer: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

Aaon

Production Control Scheduler

CAP Tulsa

Teacher II Ext Care (9:30am-5:30pm)

<h3>Details </h3><ul> <li> Department: General Surgery </li> <li> Schedule: Full-time days, Monday - Friday, 8a - 4:30p</li> <li> Hospital: Ascension Medical Group</li> <li> Location: Tulsa, OK</li> </ul><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>Assist with the examination and treatment of patients under the direction of a provider (Physician or Advanced Practice Provider).<ul> <li>Assist with treatments ordered by provider as supervised by provider or registered nurse.</li> <li>Perform select clinical duties.</li> <li>Interview patients, measure vital signs, and record information on patients' charts.</li> <li>Prepare treatment rooms for examination of patients.</li> <li>Perform basic clerical duties including answering the phone, maintaining records, and filing.</li> <li>Perform basic materials management functions to include ordering and stocking of supplies.</li> <li>Assist with maintaining a clean and orderly environment.</li> <li>May document the provider's encounter with patients.</li> <li>List all proper diagnoses and symptoms, as well as follow-up instructions and prescriptions, as indicated by the provider.</li> <li>Transcribe patient orders including, but not limited to, laboratory tests, radiology tests and medications.</li> </ul><h3>Requirements </h3>Licensure / Certification / Registration:<ul> <li>BLS Provider obtained within 1 Month (30 days) of hire date or job transfer date required. American Heart Association or American Red Cross accepted.</li> <li>Medical Assistant obtained within 6 Months (180 days) of hire date or job transfer date required.</li> </ul>Education:<ul><li>High School diploma equivalency OR 1 year of applicable cumulative job specific experience required.<ul><li>Note: Required professional licensure/certification can be used in lieu of education or experience, if applicable</li></ul> </li></ul><h3>Additional Preferences </h3>Experience:<ul> <li>Prior experience preferred</li> <li>Prior surgery experience preferred</li> <li>MA Certification and/or Registration in good standing through AAMA, AMT, NCCT, NHA</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

CMA/RMA Medical Assistant - General Surgery

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role The Manager - Product Management will lead a team of Product Managers and will collaborate with the other Trading Product Leads to guide the vision for Trading, OMS, and IBOR products we are building. This includes working with our design team to improve the advisor/trader facing workflows to build engaging experiences for their clients at scale. You will be required to define product vision, set strategy, and lead a cross-functional team in a manner that improves their efficiency and productivity. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $170,000 - $265,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do <ul> <li>Define, document, and communicate goals for your product and drive an innovative product roadmap that conveys your vision and goals to our clients.</li> <li>Work across Product, Design, Engineering and Quality teams to oversee execution of current and future goals and make decisions to maximize ROI and minimise opportunity cost.</li> <li>Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria.</li> <li>Adjusting strategy in response to changing company, business, market, and technical needs.</li> <li>Identify appropriate users, partners, competitors, and market trends from which to elicit input and draw inspiration.</li> </ul> <h4>Who You Are </h4> <ul> <li>5-7+ years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams.</li> <li>Expertise in finance, trading, and investments, specifically with trading for wealth management firms.</li> <li>Possess a deep understanding of Trading, Rebalancing, and OMS systems used in the wealth management industry. You understand trading products in terms of their users, business value, technical landscape, data, vendors, and can relate these to other areas of the Addepar ecosystem.</li> <li>Expert in trade execution integrations, both in flat file specifications and FIX messaging protocols.</li> <li>Deep understanding of the trade lifecycle and working with various counterparties to execute trades and manage post-trade processing and messaging workflows</li> <li>Experience in data integrations between accounting and trading systems, particularly with custodians and internal and external IBOR systems.</li> <li>Practical knowledge of agile thinking and lean practices; project management, and a strong ability to guide teams through project iterations.</li> <li>A superpower for identifying the appropriate tools, people and techniques to accomplish objectives.</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Sr. Manager, Product Management - Trading

<h2>Job Details</h2> Job Location AAON Tulsa - Tulsa, OK Position Type Full Time Salary Range $62280.00 - $76120.00 Salary Travel Percentage Up to 25% Job Shift Day Job Category Information Technology <h2>Description</h2> Job Summary: The IT Asset Coordinator is responsible for managing and maintaining accurate records of the organization’s IT assets throughout their lifecycle. This includes tracking the acquisition, deployment, usage, maintenance, and disposal of hardware and software assets. The role ensures compliance with internal policies and external regulations, supporting efficient asset utilization and cost control. Essential Job Duties and Responsibilities: <ul> <li>Maintain an accurate inventory of all IT assets (hardware and software) using asset management tools.</li> <li>Coordinate the procurement, receiving, deployment, and return of IT equipment.</li> <li>Monitor and reconcile asset records with physical inventory and financial systems.</li> <li>Track software licenses, ensuring compliance with licensing agreements.</li> <li>Manage the asset lifecycle from acquisition through disposal.</li> <li>Work closely with IT support, procurement, and finance teams to ensure timely updates to asset records.</li> <li>Assist in conducting periodic physical audits of IT equipment.</li> <li>Generate reports related to asset usage, lifecycle status, and compliance metrics.</li> <li>Support onboarding and offboarding processes by provisioning and reclaiming IT equipment.</li> <li>Coordinate equipment repairs and warranty service with vendors.</li> <li>Ensure secure and environmentally compliant disposal of obsolete equipment.</li> </ul> <h2>Qualifications</h2> Education and Experience Requirements: <ul> <li>Associate or Bachelor's degree in Information Technology, Business Administration, or related field (or equivalent experience).</li> <li>2+ years in IT asset management, inventory control, or IT support roles.</li> <li>ITIL, CompTIA A+, Certified IT Asset Manager (CITAM) or equivalent certifications preferred.</li> </ul> Knowledge, Skills, and Abilities: <ul> <li>Strong organizational and documentation skills.</li> <li>Proficient in using IT asset management tools and databases.</li> <li>Basic understanding of IT hardware, software, and licensing.</li> <li>Attention to detail and ability to work independently.</li> <li>Strong communication and interpersonal skills.</li> <li>Familiarity with procurement processes and vendor relations.</li> <li>Proficiency in Microsoft Excel and other reporting tools.</li> </ul> Work Environment: Work is performed in a climate-controlled office setting. Occasional visits to the manufacturing plant may be required, exposing the incumbent to: <ul> <li>Humidity, loud noises, dirt</li> <li>Varying temperatures</li> <li>Sheet Metal</li> <li>Forklift traffic</li> </ul> Physical Demands: <ul> <li>Lift up to 10 lbs.</li> <li>Climbing</li> <li>Stooping</li> <li>Sitting for prolonged periods</li> </ul> Disclaimer: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodation may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

IT Asset Coordinator

Acuren

Rope Access Wind Technician Level 2 & 3

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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness. Responsibilities: • Develops talent, including proactive sourcing of candidates • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals • Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations • Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success • Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization • Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance • Efficiently allocates and manages resources across the organization to drive short and long term profitability • Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs • Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4 Required Qualifications: • 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team • 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. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • 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. • Efficiently manages your time and capacity. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Can interpret performance results, find opportunities to drive success and hold others accountable to results. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • 1+ years management experience including hiring, coaching, and developing direct reports • Experience in financial services and knowledge of financial services industry, products and solutions. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. • Bilingual skills. Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Center Manager - Fern Ridge Parkway Financial Center

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 analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. This is an Inbound Call Customer Service role receiving multiple calls throughout the day. Responsibilities include day-to-day analysis, research and resolution of varied problems including receiving 50+ calls per day. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Responsibilities: <ul> <li>Assists with coordination of implementation for products, services, and operational solutions</li> <li>Supports the design, documentation, implementation, and monitoring of new products and services</li> <li>Provides guidance regarding procedural, technical, and operational changes</li> <li>Expands business products knowledge within operations environment</li> <li>Builds network by developing relationships with partners and teammates</li> <li>Inspects data to identify issues and trends</li> <li>Collects and interprets data to validate operational processes</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Monitoring, Surveillance, and Testing</li> <li>Process Performance Management</li> <li>Research</li> <li>Adaptability</li> <li>Business Analytics</li> <li>Critical Thinking</li> <li>Reporting</li> <li>Written Communications</li> <li>Data Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Design</li> <li>Process Effectiveness</li> <li>Strategic Thinking</li> </ul> Required Qualifications: <ul> <li>Highly organized with strong attention to detail</li> <li>Experience receiving calls throughout the business day, up to 50+ calls per day</li> <li>Typing and Data entry experience</li> <li>Client facing experience </li> <li>Excellent time management and prioritization skills, with ability to meet deadlines under pressure</li> <li>Excellent oral and written communication skills</li> <li>Exceptional Customer Service experience</li> <li>Experience with working independently and on teams</li> <li>Experienced with Microsoft Office Suite, especially Excel</li> <li>Experienced with managing multiple priorities and multi tasks</li> </ul> Desired Qualifications: <ul> <li>Expert level Excel experience</li> <li>Working knowledge of payment investigations systems</li> <li>Financial industry experience</li> <li>Business, Finance, Accounting, Economics, or similar major preferred</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Operations Analyst - TFX Wire Customer Service

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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> Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****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- Consumer Investments- CA Coastal 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. 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. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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> Shift:1st shift (United States of America) Hours Per Week: 40

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