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Join THA as a Maintenance Technician and help create a better Tulsa by transforming live and communities! SUMMARY Maintain and repair Tulsa Housing Authority (THA) owned or operated facilities and equipment that does not require a license issued by the City of Tulsa or the State of Oklahoma. Perform routine maintenance work on structures; carpentry, electrical, plumbing, appliance maintenance, heating and air conditioning to insure a high standard of maintenance of the public housing complex in a fast-paced work environment. Perform semi-skilled tasks using power tools such as sander, saws, and drills. Uses hand tools when making repairs on equipment and structures. Execute service calls which require only minimum skills such as changing appliance parts on sinks, tubs, toilets, pipes, checking heaters, gas valves, replacing motor guard, and numerous other tasks that do not require a licensed mechanic. Joining our mission at Tulsa Housing means that you can make an impact right here in the Tulsa community, helping those who are most vulnerable to secure and maintain safe, decent housing. Leave your job at the end of the day knowing that you made a difference in the lives of those in need and that you are fighting against the chains of poverty that hold down so many families. When you combine such a rewarding mission with our incredible benefits package, that includes a zero-cost employee only health insurance option and an 11% employer 401K contribution, you have one of the best places to work in Tulsa! Requirements (Not an all inclusive list) <ul> <li> Less than high school education and/or six (6) months to two (2) years related experience or training, or equivalent combination of education and experience. </li> <li> Must hold a valid Oklahoma Driver's license. </li> <li>This position requires the ability to work overtime on weekdays and weekends and respond to emergency calls. </li> <li> Must be able to work M – F, 7:30am – 4:00pm, overtime and on-call as needed. </li> </ul> Who We Are THA provides publicly assisted housing comprised of traditional public housing, mixed-finance sites, and housing vouchers. Currently, THA provides assistance to more than 20,000 individuals, or 7,200 families. THA is governed by a voluntary Board of Commissioners, each of whom is appointed by the Mayor of the City of Tulsa. The board employs THA’s President/CEO, who in turn employs the remainder of THA’s staff of approximately 200 team members. Snapshot of EMPLOPYER paid benefits: <ul> <li> <a href="http://www.principal.com/" target="_blank">Principal 401(k) retirement plan</a> with 11% THA contribution*; employee also may contribute</li> <li>Health plan <a href="https://www.bcbsok.com/" target="_blank">(Blue Cross Blue Shield Oklahoma)</a> available the beginning of the month after start date. <ul> <li>Blue Cross Blue Shield, Advantage PPO is company paid for employee only*.</li> </ul> </li> <li>Dental available the beginning of the month after start date</li> <li>Vision available the beginning of the month after start date</li> <li>Life insurance - 1.5x annual salary is paid for by THA* </li> <li>Short and Long-Term Disability</li> <li>Fourteen (14) paid holidays <ul> <li>Company paid time off December 25th – January 1st*</li> </ul> </li> <li>Annual leave accrual* <ul> <li>0 – 3 years of service: 12 days per year</li> <li>4 – 6 years of service: 15 days per year</li> <li>7 – 11 years of service: 18 days per year</li> <li>12 -15 years of service: 21 days per year</li> <li>16 + years of service: 24 days per year</li> </ul> </li> </ul> <ul> </ul> <ul> </ul> <ul> </ul> <ul> </ul> <ul> </ul> <ul> <li>Sick leave accrual (12 days a year) *</li> <li>Flexible Spending Account available (Individual and/or Dependent Care)</li> <li><a href="https://employeesfed.com/" target="_blank">Employees Federal Credit Union</a></li> </ul> EQUAL EMPLOYMENT OPPORTUNITY CLAUSE THA is an Equal Employment Opportunity employer and does not discriminate against employees or job applicants on the basis of race, religion, color, sex, age, national origin, disability, or any other status or condition protected by applicable state or federal laws, except where a bona fide occupational qualification applies. THA's Equal Employment Opportunity policy applies to all employment and personnel actions including recruitment, hiring, training, compensation, benefits, and disciplinary actions. If an employee has a suggestion, problem, or complaint with regard to Equal Employment, he or she should contact the Vice President of Human Resources.

Tulsa Housing Authority

MAINTENANCE TECHNICIAN

Oklahoma Heart Hospital

RN, Registered Nurse - Dr. Khan

Morton Comprehensive Health Services, Inc.

Dental Manager

LHC Group

Executive Director RN

Req ID: 76654 Location: Tulsa -TUL Areas of Interest: Software Development; Business/Technical Analysis; Commercial Banking; Digital Technology; Information Technology; New Graduate Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> Our technology and operations teams at BOK Financial provide strategic and comprehensive services across the enterprise. We offer a dynamic role for tech enthusiasts seeking career growth and a collaborative environment. Join us to showcase your talents, achieve high standards, and work on top-tier projects. <h2>Job Description</h2> The Quality Engineer II works with and contributes to a set of methodologies, processes, and principles that help a product team establish, maintain, improve and achieve a high level of quality for its product. The Quality Engineer II is responsible for testing portal-based applications, with a focus on authentication and identity management tools such as Okta, SSO, and MFA, is highly desired due to their relevance in modern security practices. Starting with the initial product concept through the development stages, a quality engineer is involved; ensuring the product created has the highest level of quality without defects. At BOKF, we strive for the highest level of quality for every product we offer making the Quality Engineer a valued business partner. <h2>Team Culture</h2> Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units. <h2>How You'll Spend Your Time</h2> • You will participating in scrum ceremonies to understand user stories contributing to a high-quality user experience. • You will be planning, developing, and documenting new test cases or updating regression tests based on provided user stories. • You will be maintaining traceability between tests and associated user stories. • You will be executing test cases for new functionality and regression on banking and financial software products across various environments and platforms, including mobile devices (iPhone/iPad, Android) and web browsers (Safari, Chrome, Edge). • You will be scripting and executing API service endpoint validation. • You will be querying databases using SQL to perform data validations, conduct services testing and triage defects. • You will be troubleshooting, documenting, and effectively communicating issues/defects with specific information to facilitate incident replication for line of business and development partners. • You will be performing routine updates in incident and test case tracking systems like Jira and Zephyr Scale. • You will be assisting in maintaining up-to-date test procedures, cases, schedules, reports, and environments for the QE lead. • You will be collaborating with the scrum development team to ensure code releases deliver maximum business value and minimize operational interruptions while adhering to the targeted release cadence. • You will be seamlessly collaborating with offshore teams through meetings, tools, and formal communication channels. • You will be assisting with urgent deliverables, critical production deployment validation, hotfix testing, and offshore meetings, even outside normal business hours when requested. <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor Degree in Computer Science/Information Science/Information Technology or related field of study and/or 4-6 years of directly related experience in Quality Engineering and/or Quality Assurance or equivalent combination of education and experience. SKILLS: Mind-set: • Proactive in identification of items that need to be completed including proposing a solution and being willing to implement it • Flexible and willing to assist others with a variety of tasks as needed • Conscious of deadlines and able to prioritize multiple tasks to meet those deadlines • Team player mentality focused on achieving a common goal • Able to work independently and as part of a collaborative team • Willing to clarify expectations when they are unclear or conflicting objectives arise • Able to handle some level of ambiguity inherent in high functioning environments • A self-starter who sees tasks through to completion Soft Skills: • Highly collaborative among onshore, offshore, Line of Business team members as well as vendors • Exhibits attention to detail • Good time management skills • Capable of understanding new concepts and a drive to learn • Good interpersonal skills when interacting with team members from individual contributors to senior executives • Able to conduct yourself in a professional, appropriate manner • Demonstrated oral and written communication skills • Strong analytical and problem-solving skills • Takes initiative in investigating how and why an incident occurred Hard Skills: Required: • Proficient in multiple Windows, Mac and mobile device operating systems • Basic knowledge of MS SQL • Proficient in API testing • Knowledge of development branching strategies • Basic knowledge of Jira and Confluence • Experience with JavaScript / TypeScript • Knowledge of BDD Gherkin • Basic IDE experience Preferred: • Knowledge and experience with Agile methodology • Experience using LLMs such as Microsoft Copilot or ChatGPT • Basic knowledge of Launch Darkly • Experience with executing scripts and directory navigation using terminal commands • Experience with Zephyr • Experience with Gitlab • Any basic coding language experience Highly Desired: • General knowledge of Accounting, Financial or Banking concepts • Mobile technology experience • Basic knowledge of CICD, AWS, Dev-Ops BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Quality Engineer II - 83035

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 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: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • 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 • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • 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 new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • 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 time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. • Korean Language Required Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management 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

Relationship Banker- Atlanta North Market- Bilingual Korean Required

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 a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities. Key responsibilities include supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. Job expectations include working independently or with minimal guidance, while keeping the ME and Division Supervision Executive informed on significant matters. The Market Supervision Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. What you’ll accomplish <ul> <li>Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices</li> <li>This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved</li> <li>Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk</li> <li>Coach advisors in supporting the company strategy and continuing to grow their businesses.</li> </ul> Responsibilities: <ul> <li>Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel</li> <li>Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures</li> <li>Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct</li> <li>Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite</li> </ul> Required Qualifications: <ul> <li>Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses</li> <li>Series 3, 31 licenses, if warranted</li> <li>Minimum of 5+ years professional experience</li> <li>Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products</li> </ul> Key Qualifications for the role: <ul> <li>Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way</li> <li>A deep appreciation and understanding of our client centric strategy</li> <li>Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation</li> <li>Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk</li> <li>Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction</li> <li>Strong time management and organization skills with the ability to prioritize appropriately</li> </ul> Desired Qualifications: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​</li> </ul> Skills: <ul> <li>Decision Making</li> <li>Influence</li> <li>Negotiation</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Relationship Building</li> <li>Business Operations Management</li> <li>Client Solutions Advisory</li> <li>Planning</li> <li>Talent Development</li> <li>Written Communications</li> </ul> This role is a unique opportunity to support four thriving markets in the heart of New York City. Depending on the needs of the business, this Market Supervision Manager role will perform supervisory responsibilities in the Rockefeller Center, 5th Avenue , Park, and SD Financial Markets. Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Market Supervision Manager

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: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions 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 Understands and accesses the full breadth of resources across the bank to benefit clients or prospects 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 Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds 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: 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! 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. 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. 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. As a Merrill FSA, you can look forward to: 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. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars. We’re a culture that: 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. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. 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. Required Qualifications: Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity 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 Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses ​ 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 Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Western Pennsylvania Market

Job Description: Job Description At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. 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. 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. Your position requires SAFE Act registration and you’ll be required to register and 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 • 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! • 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. • 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. • 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. As a Merrill FSA, you can look forward to • 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. • Marketing strategies to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. • Potential Opportunities for professional growth. • Leadership opportunities, including leading client and conference seminars We’re a culture that • 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. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • 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. Required skills: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. • Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) • Is a self-starter who efficiently manages time and capacity. • 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. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: • Proven ability to partner and promote lead generation. • Experience balancing investment management, sales activities and new client development. • Strong computer skills and the ability to multitask in a demanding environment. • A bachelor’s degree, preferably in business-related field. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained insurance licenses. Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Charlotte & Associates 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: The Global Regulatory Reporting (GRR) function, a part of the Global Financial Control organization within the CFO Group, is responsible for accurate filing of non-liquidity related financial regulatory reports. The primary responsibility of this role is to perform Observation Management for issues impacting GRR which includes root cause analysis, thematic review of findings, and partner with key stakeholders across the organization (2nd Line, Data, Capital etc.) to design and deliver sustainable remediation solutions. Responsibilities: <ul> <li>When the third-party vendor identifies issues, this individual will conduct observation management, including root cause analysis, thematic review of findings, partner with key stakeholders to design and deliver sustainable solutions.</li> <li>Assist in the coordination of ongoing conformance and transaction testing</li> <li>Adequately document and retain test results, evidence of observations, and ensure that observed points of weakness in controls and non-conformance are documented in a clear, concise, and actionable manner</li> <li>Support the Observation Management Lead in identification of and working with key stakeholders to review and validate observations</li> <li>Continuously apply lessons learned to recommend opportunities for increased effectiveness and efficiency of our observation management approach</li> </ul> Required Qualifications: <ul> <li>3-5 years experience regulatory reporting in the financial industry</li> <li>Prior consulting and/or issues validation experience</li> <li>Demonstrates a healthy skepticism and ability to partner with a third-party vendor to understand findings for root cause analysis</li> <li>Controls mindset with ability to perform root cause analysis and design sustainable solutions</li> <li>Strong written and verbal communication</li> <li>Committed to continuous improvement of processes to maximize effectiveness and improve efficiency</li> <li>Proven ability to work in a collaborative environment to achieve stated objectives</li> </ul> Desired Qualifications: <ul> <li>Understanding of our regulatory environment </li> <li>Bachelor’s degree</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Decision Making</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Analytical Thinking</li> <li>Change Management</li> <li>Presentation Skills</li> <li>Regulatory Compliance</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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