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<h2>Job Details</h2> Job Location MCL Tulsa Fireplace - Tulsa, OK Salary Range $19.00 - $22.00 Hourly <h2>Description</h2> Mill Creek Lumber and Supply Company is a leading provider of lumber and building materials, serving the construction industry since 1934. We are dedicated to delivering high-quality products and exceptional customer service. As we continue to expand our business, we are seeking a skilled Fireplace Installer. In this role, you will ensure the successful installation of various types of fireplaces, maintaining our commitment to quality workmanship and customer satisfaction. Responsibilities: <ul> <li dir="ltr">Install a wide range of fireplaces, including wood-burning and gas models, adhering to manufacturer guidelines, local building codes, and industry standards.</li> <li dir="ltr">Conduct on-site assessments to determine installation feasibility and identify any necessary modifications.</li> <li dir="ltr">Prepare installation sites by measuring, cutting, and fitting materials such as framing, venting components, fireboxes, surrounds, and mantels.</li> <li dir="ltr">Assemble and install fireplace components, ensuring proper alignment, sealing, and connection.</li> <li dir="ltr">Collaborate with customers, contractors, and project managers to address installation requirements and ensure satisfaction.</li> <li dir="ltr">Perform routine maintenance and repairs on fireplaces, including cleaning and inspecting parts.</li> <li dir="ltr">Maintain accurate records of installations, materials used, and hours worked.</li> <li dir="ltr">Adhere to safety guidelines and regulations to ensure a safe work environment.</li> <li dir="ltr">Other duties as assigned.</li> </ul> <h2>Qualifications</h2> <ul> <li>NFI Certification preferred.</li> <li>Prior experience with HVAC, Plumbing, or Electrical will be a big plus.</li> <li>Ability to read a tape measure.</li> <li>Experience using hand tools.</li> <li>Must be able to read and write in English.</li> <li>Basic math skills required: add, subtract, multiply, and divide accurately</li> <li>Willingness to work on roofs occasionally.</li> <li>Must have a valid driver license and a clean driving record.</li> <li>Must be able to lift 50+ lbs.</li> </ul> Physical Demands: The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. <ul> <li>While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to type, handle or feel objects. </li> <li>Employee will reach with hands and arms; climb stairs; balance, stoop, kneel or crouch </li> <li>Employee must occasionally lift products weighing up to approximately 50 pounds. </li> <li>Specific vision and hearing abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, the ability to adjust focus and hear well enough to communicate with customers and co-workers. </li> </ul> Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. <ul> <li>Outdoor environment with varying degrees of noise levels and seasonal temperature extremes </li> <li>Visit job sites; walking on uneven and rugged terrain on multi-phase construction sites</li> </ul>

Mill Creek

Fireplace Installer - Tulsa Fireplace

Oklahoma Heart Hospital

MA, Medical Assistant/Secretary  Dr. Khalid

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry’s most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Staff DataOps Engineer, you will focus on being a technical leader, engineering and delivering high-quality solutions in healthcare revenue cycle management (RCM). Every day, you will be responsible for proactively collaborating within the team, as well as across teams, stakeholders and product managers to communicate effectively, understand priorities and deliver engineered solutions. To thrive in this role, you must be a good communicator with a proactive sense of engagement and provide technical leadership.Here’s what you will experience working as Staff DataOps Engineer: <ul> <li>Engage in the full software development lifecycle, from design to deployment, participating in 2-week sprint development cycle </li> <li>Use Agile methodologies to design, develop and maintain solutions, ensuring engineering (software &amp; data) and operational excellence</li> <li>Engineer, deploy and operate high-quality solutions in healthcare revenue cycle management (RCM) </li> <li>Collaborate across teams, stakeholders, and product managers to communicate effectively, understand priority and deliver engineered solutions</li> <li>Actively participate in team iterating on team processes and practices </li> <li>Make code quality, code practice and architectural suggestions to the team</li> <li>Anticipate future technical opportunities and problems and collaborate to address them</li> </ul>To be successful in this role, the candidate will have:<ul> <li>Expert knowledge in Scala and Spark</li> <li>Ability to refactor large, complex notebooks into clean, testable software</li> <li>Significant experience with Azure Databricks, including Workflow tuning for performance and cost optimization</li> <li>Expertise in NoSQL and relational databases like Cosmos DB, MongoDB, and SQL Server</li> <li>Experience with Azure (preferred) or AWS</li> <li>Experience with Infrastructure as Code (Terraform, Bicep, ARM templates)</li> </ul>It's a plus if you bring:<ul> <li>Bachelor’s degree in computer science, IT, or systems engineering or equivalent work experience</li> <li>Experience in developing healthcare applications</li> <li>Experience in Al/ML, LLMs, RAG architectures, etc.</li> </ul>For this US-based position, the base pay range is $140,000.00 - $194,785.02 per year . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.This job is eligible to participate in our annual bonus plan at a target of 10.00%The healthcare system is always evolving — and it’s up to us to use our shared expertise to find new solutions that can keep up. On our growing team you’ll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team — including offering a <a href="http://go.r1rcm.com/benefits" target="_blank">competitive benefits package.</a>R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company’s employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights <a href="https://f.hubspotusercontent20.net/hubfs/4941928/California%20Consent%20Notice.pdf" target="_blank">California Consent </a>To learn more, visit: <a href="https://R1RCM.com" target="_blank">R1RCM.com</a>Visit us on <a href="https://www.facebook.com/R1RCM" target="_blank">Facebook</a>

R1 RCM

Staff Software Engineer

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. Coinbase is seeking Senior Frontend engineers to join our Trading team to build and scale the core systems that power crypto trading at Coinbase. From Simple Trade for everyday users to Advanced Trade for professionals, to Derivatives and Decentralized (DEX) trading, we’re building a seamless and secure trading experience for everyone. This is a rare opportunity to work at the intersection of crypto, trading infrastructure, and consumer product — tackling exciting engineering challenges while contributing directly to Coinbase’s core business. What you'll be doing: <ul> <li>Build engaging, dynamic, and intuitive interfaces for real-time price analysis, order execution, and trading data visualization to help traders worldwide make informed trading decisions.</li> <li>Work in tight collaboration with engineers, product, and design to articulate a best-in-class product experience.</li> <li>Translate your best ideas into tangible, high-value trading features our customers love.</li> <li>Work with engineers, product managers and senior leadership to turn our <a href="https://blog.coinbase.com/the-vision-mission-and-strategy-for-coinbase-944b79a64a7c#.xgrdfvfgc" target="_blank">vision</a> into a tangible roadmap every quarter.</li> </ul> What we look for in you: <ul> <li>You have at least 5 years of experience in developing web and/or mobile apps and shipping user-facing features with React, JavaScript, and Typescript.</li> <li>You’ve led and landed meaningful projects and are seen as a subject matter expert on your team </li> <li>You've developed and shipped user-facing features using component-based UI frameworks.</li> <li>You’re familiar with product and design lifecycles, and collaborating closely with designers, engineers, and product managers.</li> <li>You write high-quality, well-tested, extensible code.</li> <li>You take pride in being up-to-date with the latest industry standards and best practices in frontend architecture.</li> <li>You are proactive, have a growth-mindset, and empower and cultivate your teammates. </li> </ul> Nice to haves: <ul> <li>You have experience launching new products from 0 to 1 at scale.</li> <li>You’ve worked on active trading systems or other similar high-availability financial systems.</li> <li>You actively trade crypto or other financial instruments.</li> <li>You have at least 1 year of experience in developing production-grade React Native mobile apps.</li> <li>You have experience with GraphQL and/or Relay. </li> <li>You have a track record of delivering smooth, responsive user experiences by optimizing application performance and reducing latency in critical user flows.</li> <li>Crypto-forward experience, including familiarity with onchain activity such as interacting with Ethereum addresses, using ENS, and engaging with dApps or blockchain-based services.</li> </ul> Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $186,095—$218,900 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Senior Software Engineer, Frontend (Consumer - Trading)

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 expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. 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>Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business</li> <li>Leads complex credit opportunities, including structured credit deals</li> <li>Grows book balances and Year over Year revenue</li> <li>Partners with and mentors Private Client Managers on more complex products and client relationships</li> <li>Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction</li> <li>Encourages use and adoption of digital capabilities to enhance the client and client team experience</li> <li>Builds relationships with internal and external partners and centers of influence</li> </ul> Required Qualifications: * Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position * 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience * Excellent ability to work in a team environment * Strong interpersonal and influence / partnership skills * Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Loan Structuring</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Active Listening</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Underwriting</li> <li>Account Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Decision Making</li> <li>Financial Analysis</li> </ul> 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

Private Client Manager II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: The Global Banking application production support team is looking for a senior application support manager to lead the Global Payment support team in India Mumbai to maintain stability of production applications in a constant changing environment. Responsibilities: <ul> <li>Provide leadership to India application support team in delivering SME (expert level) production support for India payment applications.</li> <li>Sets strategic guidance, analysis, operational oversight over the management of India application production environments.</li> <li>Partner with the Global Banking Application Production Support, Application Development, Application Infrastructure Engineering, Platform Engineering/Architecture and other infrastructure teams to design/improve resiliency and stability of end-to-end environment to meet business objectives.</li> <li>Provide consultancy to downstream applications in India branches.</li> <li>Liaison with Business Users in problem determination, communication, and resolution.</li> <li>Performing root cause analysis for recurring problems by partnering with other teams to develop long-term resolutions, including implementing preventative measures to minimize problems and production outages.</li> <li>Resolving and documenting incident and service tickets in a timely manner according to Service Level Agreements (SLAs) or assigned completion dates.</li> <li>Provide India stability metrics and reporting for global management.</li> <li>Support triage for escalated issues.</li> </ul> Your Background: <ul> <li>Minimum of 10+ years with hands-on experience in application support in the banking and finance industry.</li> <li>Strong background in UNIX, Linux, Wintel, Perl/Shell scripting, as well as ability to write SQL to extract, Oracle databases and JAVA.</li> <li>Proven leadership experience, ability to motivate teams and drive execution, with performance driven with the necessary intensity and optimism to succeed and deliver.</li> <li>Excellent communication (both written and oral) / interpersonal skills, confident and effective/ calm communicator in both technical and business forums with the ability to influence.</li> <li>Able to work well with people from various background and able to appreciate differences in the diverse environment.</li> <li>Ability to understand complex system interactions and break down into components and interface to enumerate failure scenario.</li> <li>Strong problem root cause diagnosis skills and desire to learn products, applications and technology.</li> <li>Experience in working with technical counterparts from different time zones.</li> <li>Incident management experience and ability to manage senior stakeholders through an issue.</li> <li>Highly motivated, creative, analytical thinker with excellent documentation skills.</li> <li>Strong business partnership skills – Able to build broad-based business relationships across the organization and skillfully influences colleagues to collaborate and promote ideas.</li> <li>Experience using Industry standard monitoring and ticketing tools like Remedy and Dynatrace.</li> </ul> Desired Skills: <ul> <li>Experienced in working with central bank / clearing house technical team is a definite advantage.</li> <li>Experienced in engagement with senior management, ability to shape opinions and actions of key stakeholders, gaining their trust and commitment to the desired outcome.</li> <li>Understanding Payment / Transactional processing.</li> <li>ITIL processes knowledge: Incident Management, Request Management, and Problem Management.</li> <li>Six Sigma / LEAN / Agile / Project management methodology experience will be beneficial but not required.</li> </ul>

Director, Global Banking, Senior Application Support Manager, Application Production Services & Engineering

<h1>We're building a new healthcare clearinghouse</h1>In the healthcare sector, the Health Insurance Portability and Accountability Act of 1996 (HIPAA) requires that all insurance payers exchange transactions such as claims, eligibility checks, prior authorizations, and remittances using a standardized EDI format called X12 HIPAA. A small group of legacy clearinghouses process the majority of these transactions, offering consolidated connectivity to carriers and providers.Stedi is building the world’s only API-first clearinghouse. By offering modern API interfaces alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions. Our clearinghouse product and customer-first approach have set us apart. Stedi was ranked the #3 fastest-growing SaaS vendor in Ramp’s <a href="https://ramp.com/blog/top-saas-vendors-on-ramp-apr-2025" target="_blank">April 2025 report</a>.Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; passion for automation and eliminating toil; $92 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.<h2>What we’re looking for </h2>Stedi is growing rapidly. We’re looking for a Recruiter to join our team and run full-cycle searches across both business and technical hiring. This role has a high degree of autonomy, so it requires someone who can operate quickly and independently through the ambiguity of a fast-moving startup. In this role, you will collaborate with leadership to scope roles, execute full-cycle strategies, and ensure we attract and retain the highest caliber of talent. Your expertise in recruiting will be vital as you hire based on business needs, provide insightful feedback on role scoping, and strategically align our talent acquisition efforts with our overarching business objectives. Stedi markets highly technical products. We continuously hire technical talent to expand our product portfolio, so candidates must have technical recruiting experience.<h2>What you'll do</h2><ul> <li>Make every hire better than the last. Maintaining a high bar for talent – and continuously raising the bar – is essential to Stedi’s successful growth and achievement of business goals. It’s the recruiter’s responsibility to uphold Stedi’s talent standards, evolve the criteria used to assess candidates, and build those principles into each step of the hiring process. </li> <li>Build strategic partnerships. Partner with the CEO, functional leaders, and other internal + external recruiters to assess hiring needs, tie them to business objectives, define role requirements, and shape our hiring strategies. You will need to be resourceful and develop a strong grasp of the business quickly, so that you can clearly articulate it externally and tailor effective interview processes that surface the right candidate signals for Stedi teams.</li> <li>Plan and execute full-cycle recruiting. Manage the end-to-end recruiting process for technical and business positions, from sourcing and screening to interviewing and extending offers. Ensure a smooth, efficient, communicative, and positive experience for all candidates.</li> <li>Communicate thoughtfully. Maintain graceful and effective communication with all stakeholders, including candidates, hiring managers, and leadership. Ensure transparency and alignment throughout the hiring process.</li> <li>Improve processes. Continuously evaluate and refine strategies to improve efficiency, effectiveness, and candidate experience. Surface opportunities to improve our hiring process with Stedi leaders. Embrace data-driven decision-making to inform practices.</li> </ul><h2>Who you are</h2><ul> <li>You have at least 4 years of recruiting experience and at least 2 years of technical recruiting experience at high-growth startups.</li> <li>Proven track record of successful, high-volume, high-quality, full-cycle recruiting for technical roles, including sourcing, screening, interviewing, and offer negotiation.</li> <li>You are resourceful and comfortable operating with a high degree of autonomy and being decisive with little feedback or oversight.</li> <li>Experience in role scoping and providing constructive feedback on hiring needs and candidate fit.</li> <li>Exceptional communication and interpersonal skills, with the ability to engage effectively with candidates and senior leadership.</li> <li>Experience with Ashby (ATS) is a plus.</li> </ul>At Stedi, we're looking for people who are deeply curious and aligned to our ways of working. You're encouraged to apply even if your experience doesn't perfectly match the job description.

Stedi

Recruiter

Liberty Mutual Strategic Ventures

Senior Analyst, Product Analysis

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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

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