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<h3>Details </h3><ul> <li> Department: Post Surgical Cardiac Stepdown Unit</li> <li> Schedule: Full-time, Day Shift, 7am-7pm, 12hr shifts, 36hrs per week, WEEKEND OPTION</li> <li> Hospital: Ascension St. John Medical Center</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>Coordinate unit staffing and provide leadership while ensuring implementation of clinical objectives and quality patient care in assigned areas.<ul> <li>Assigns direct, educate and monitor nursing and support associates during assigned shifts.</li> <li>Meet with staff and exercises independent judgment to plan the shifts, services, and patient care.</li> <li>Assess daily patient care needs and develops and distributes patient care assignments, ensuring that population appropriate patient care is given and is accountable for maintaining productivity standards and justifying variances to unit manager or designee.</li> <li>Respond to complaints about patient care and manages through established channels.</li> <li>Facilitate availability of adequate material, resources and supplies.</li> <li>Set priorities appropriate to daily patient/physician dynamics.</li> <li>Provide input into hiring, training, directing, development and evaluation of staff.</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>Registered Nurse credentialed from the Oklahoma Board of Nursing obtained prior to hire date or job transfer date required.</li> </ul>Education:<ul><li>Required professional licensure/certification AND 1 year of cumulative job specific experience required.</li></ul><h3>Why Join Our Team </h3>Ascension St. John has been serving Northeast Oklahoma with compassionate, personalized care since 1926. Join more than 7,000 associates and find a rewarding healthcare career at one of our 6 hospitals and numerous other sites of care. When you join our care teams, you join a team dedicated to providing spiritually centered, holistic care which sustains and improves the health of the communities we serve.Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.<h3>Equal Employment Opportunity Employer </h3>Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws.For further information, view the <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">EEO Know Your Rights (English)</a> poster or <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRightsSp_10_20.pdf" target="_blank">EEO Know Your Rights (Spanish)</a> poster.As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.<a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Pay Non-Discrimination Notice</a>Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.<h3>E-Verify Statement </h3>This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">E-Verify</a>

Ascension

RN Clinical Lead Post Surgical Cardiac Stepdown

At Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, generous benefits package, and flexible scheduling will help you thrive in your career. When you join our team as an Entry-Level Dental Assistant, you will have the opportunity to give back to communities and positively affect patients’ lives. Salary: $16 - $18.50 / hour Job Type: Full-Time At Aspen Dental, we put You First. We offer: <ul> <li>A pathway for you to become a DANB Certified Dental Assistant (CDA) to maximize your career potential</li> <li>Part-time, Full-time, flexible scheduling available*</li> <li>Paid training to become radiology and safety certified through our partnership with the Dental Assisting National Board (DANB)</li> <li>Paid time off and holidays, Health, Vision, and 401(k) savings plan</li> <li>Free Continuing Education (CE) through TAG U</li> </ul> How You’ll Make a Difference As an Entry-level Dental Assistant, you will help support the clinical needs of the practice’s patients and doctors. You will have the support and training you need to help you be successful, no matter your level of expertise. We are committed to promoting from within to allow you to expand your career and your life. You can help make a difference in your community one smile at a time. <ul> <li>Assist during a variety of treatment procedures</li> <li>Set up and breakdown operatory post treatment</li> <li>Manage infection control – prepare and sterilize instruments and equipment</li> <li>Supports patient charting for Doctors</li> <li>Perform various office tasks as necessary</li> <li>Collaborate with other members of the dental team to provide exceptional patient care</li> </ul> Qualifications: <ul> <li>High school diploma or equivalent</li> <li>Obtain your radiology and safety certification within the required timeframe for the state of practice</li> <li>Strong communication and interpersonal skills, with the ability to build rapport with patients of all ages and backgrounds</li> <li>Commitment to ongoing learning and professional development</li> </ul> Aspen Dental-branded practices are independently owned and operated by licensed dentists. The practices receive non-clinical business support services from Aspen Dental Management, Inc., a dental support organization.*May vary by independently owned and operated Aspen Dental locations.ADMI Corp., d/b/a TAG-The Aspen Group, its affiliates, related companies and independently owned supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Aspen Dental Management Inc.

Dental Assistant - Entry level

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a day shift, full-time, Radiology Tech in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul> <li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li> <li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li> <li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li> </ul> Get to Know Your Team: <ul><li>Utica Park Clinic, founded in 1982, is a multi-specialty medical group with more than 300 employed physicians and advanced practice providers representing over 25 specialties across 80 plus clinics in Oklahoma.</li></ul> Responsibilities <ul> <li>Responsible for performing clinical diagnostic radiology films as directed by the provider. </li> <li>Explain procedures, position and observe patients to ensure safety and comfort during the exam.</li> <li>Use radiation safety measures and protection devices to comply with regulations and ensure patient/employee safety.</li> <li>Calculate appropriate exposure factors and evaluate images for diagnostic quality.</li> <li>Demonstrate knowledge of all paperwork and correct forms to sign.</li> <li>Demonstrate the ability to correctly turn on/off the processor, clean rollers and run films. </li> <li>Correctly set up a holter monitor and perform an EKG. </li> </ul> Qualifications Job Requirements: <ul> <li>Graduate of an accredited two-year Radiologic Technology training program in a school approved by the Council of Medical Education of the AMA.</li> <li>ARRT registered </li> </ul>

Hillcrest Healthcare System

Radiologic Technologist

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a day shift, full-time, Materials Tech in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li></ul> <ul><li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li></ul> <ul><li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li></ul> Get to Know Your Team: <ul><li>Hillcrest Medical Center is a 656-bed hospital that includes The Alexander Burn Center, The Peggy V. Helmerich Women’s Health Center, Kaiser Rehabilitation Center, the latest technology for the treatment of cancer, and the Oklahoma Heart Institute.</li></ul> Responsibilities <ul> <li>Provides supply management for OR/Specialty area through maintaining, monitoring, adjusting, and supply replenishment of inventory areas, processing requisitions, tracking/expediting of orders, and managing new product requests and conversions.</li> <li>Assists with the research and implementation of opportunities to improve efficiencies and reduce cost. Evaluates and adjusts par levels for cost effective par. Manages expired and obsolete inventory.</li> <li>Responsible for conducting regular inventory cycle counts.</li> <li>Regularly maintains and updates order guides/par areas, organizes store rooms and updates labeling systems to ensure efficient ordering and inventory processes.</li> <li>Manages procedural area vendors, ensuring they are in compliance with policies, procedures, and appropriate credentials through the VendorMate credentialing system. </li> <li>Effectively works with corporate for item add/activations, contract issues, and Epic item integrity. </li> <li>Processes non-stock order requisitions accurately and timely. Follows up as needed; works effectively with purchasing.</li> <li>Reviews procedural area schedule for future cases that may require special needs, such as implants, supplies, etc.</li> <li>Participates effectively in inventory process, including pre-inventory work, actual inventory, and post-inventory work. Assists management with variance analysis.</li> <li>Follows processes and procedures for new item requests and opportunities at facility. </li> <li>Facilitates and coordinates with peers and clinical staff for product trials and conversions. Drives approved conversions to completion. Updates order guides and ensures clinical staff has completed preference card updates</li> <li>Works with designated procedural staff to ensure supply integrity is available and updated in the Epic EHR system</li> <li>Responsible for the coordination or collaboration in the tissue tracking system, as agreed upon by the individual facility, market, or enterprise</li> <li>Coordinates repair of equipment with Instrument Technicians, Vendors, and Biomedical representatives, where applicable.</li> <li>Facilitates the development of materials management strategies on the unit</li> <li>Actively participates in meeting and/or exceeding departmental and individual goals</li> <li>Oversees recall notifications and takes action when required. Sends information on any affected inventory to procurement to process returns, where applicable. </li> <li>Monitors and tracks clinical staff to adhere to materials management policies regarding proper utilization of approved supplies, the inventory system, and the accuracy of products used.</li> <li>Takes ownership of assignments; other duties as assigned or requested. Acting as the primary resource and support for the clinical colleagues in procedural/specialty areas.</li> <li>Communicates and listens effectively with internal and external customers; effectively understands instructions and shares knowledge. Works as a liaison for procedural area staff, directors/managers, physicians, and vendor reps to facilitate flow of information and follow through of tasks, actively seeking out clarifying information and pursuing communication contacts as needed.</li> </ul> Qualifications Job Requirements: <ul> <li>High School diploma or GED equivalent</li> <li>Two (2) years of related experience of which one (1) year must have been in Materials Management or Clinical Area. </li> <li>Warehouse organization and operational experience desired</li> </ul> Preferred Requirements: <ul><li>ERP system, such as Lawson, experience</li></ul>

Hillcrest Medical Center

Materials Tech

<h2> IT Account Manager (Tulsa) </h2> <a href="#"> apply now </a> <a href="#"> Back To Search Results </a> LOCATION: Tulsa, Oklahoma FLEXIBILITY: Hybrid/Onsite SALARY: $50,000 - $55,000 SALARY: $50,000 - $55,000 POSTED: May 27, 2025 JOB TYPE: Direct Hire JOB ID: 31019 <h4>I want more jobs Like this in My inbox.</h4> <a href="#"> Job alerts </a> <h4> Job details </h4> <h4><a href="https://jobs.inceed.com/job/31019" target="_blank">To Apply for this Job Click Here</a></h4> Compensation: $55k base salary + uncapped commission Location: Tulsa, OK Position: Technical Sales (IT Account Manager) Inceed has partnered with a great company to help find a skilled Technical Sales (IT Account Manager) to join their team! This is an excellent opportunity for someone with a mix of technical understanding and a passion for client-facing roles to join a growing team. This is a great opportunity for someone to leverage their sales expertise and passion about building client relationships while working with technology. The Information Technology Account Manager will step into a warm pipeline with active clients—providing momentum from day one and plenty of room to grow their own book of business. With a focus on long-term relationships over transactional sales, this role is perfect for someone who wants to act as a trusted technology partner, not just a seller. You’ll work closely with pre-sales engineers to deliver customized solutions and engage with a wide range of clients through business reviews, strategy sessions, and ongoing support. Responsibilities: <ul> <li>Manage a portfolio of existing client accounts while actively seeking new business opportunities </li> <li>Partner with pre-sales engineers to develop and present tailored technology solutions </li> <li>Conduct quarterly business reviews and act as a strategic advisor to clients </li> </ul> Required Qualifications &amp; Experience: <ul> <li>Basic technical knowledge of networking hardware such as firewalls, routers, and switches </li> <li>Outgoing personality with strong interpersonal and communication skills </li> <li>Ability to articulate the business value of technical solutions to non-technical audiences </li> </ul> Nice to Have Skills &amp; Experience: <ul> <li>Previous experience in sales, account management, or customer-facing technical roles </li> <li>Understanding of IT concepts and cloud-based services </li> <li>Experience prospecting or building a book of business </li> </ul> Perks &amp; Benefits: <ul> <li>Comprehensive benefits package available </li> </ul> If you are interested in learning more about the Technical Sales (IT Account Manager) opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time. We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them. Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #LI-BO1 #LI-Onsite <h4><a href="https://jobs.inceed.com/job/31019" target="_blank">To Apply for this Job Click Here</a></h4> <h4>I want more jobs Like this in My inbox.</h4> <a href="#"> Job alerts </a> <h5> Share This Job </h5> <a href="https://www.facebook.com/sharer.php?u=https://jobs.inceed.com/job/31019-it-account-manager-tulsa-tulsa-oklahoma/" target="_blank"> </a> <a href="https://twitter.com/intent/tweet?url=https://jobs.inceed.com/job/31019-it-account-manager-tulsa-tulsa-oklahoma/" target="_blank"> </a> <a href="https://www.linkedin.com/shareArticle?mini=true&amp;url=https://jobs.inceed.com/job/31019-it-account-manager-tulsa-tulsa-oklahoma/" target="_blank"> </a> Copied <a href="#"> </a> <h5> Share This Job </h5> <a href="https://www.facebook.com/sharer.php?u=https://jobs.inceed.com/job/31019-it-account-manager-tulsa-tulsa-oklahoma/" target="_blank"> </a> <a href="https://twitter.com/intent/tweet?url=https://jobs.inceed.com/job/31019-it-account-manager-tulsa-tulsa-oklahoma/" target="_blank"> </a> <a href="https://www.linkedin.com/shareArticle?mini=true&amp;url=https://jobs.inceed.com/job/31019-it-account-manager-tulsa-tulsa-oklahoma/" target="_blank"> </a> Copied <a href="#"> </a> <h4> Apply Now </h4> "*" indicates required fields <h2> About Us </h2> Inceed is a staffing and recruiting team full of people-loving people. Specializing in the IT and Finance &amp; Accounting fields, we thrill at the opportunity to help you discover the next step in your career or, as we call it, your “something better”. And with the broad reach of our multiple branches, we’re able to do so nationwide. It feels weird tooting our own horn, but we are super proud to be: (same list awards and recognitions) Once we synch up with you to discuss a job posting, we value connection above all else. After all, how can we know if it’s a culture fit, a lifestyle fit, a passion fit, if we don’t truly know the person behind the resume?

Inceed

IT Account Manager (Tulsa)

<h2 id="jobDescriptionHeading"> Job Description </h2> The Oklahoma Heart Institute is hiring a Full-Time PA or ACNP to join our nationally recognized Cardiothoracic/Vascular program in beautiful Tulsa, OK. The position is open to Physician Assistants, Clinical Nurse Specialists, and Acute Care Nurse Practitioners interested in a 4-10 Saturday-Tuesday schedule(with rotating holidays). In this role, you will be providing hospital coverage for at least your first 6 months as part of your training, with the potential for clinic coverage in the future. The ideal candidate can be a new grad, but experience is preferred: they must excel in a fast-paced, busy clinic, be efficient with charting, and be focused on patient care. Position Highlights: <ul> <li>Full-Time Employment</li> <li>Inpatient/Outpatient mixed setting</li> <li>10-Hour Shifts, Saturday-Tuesday, rotating holidays</li> <li>No call coverage requirement (paid call coverage is available on an optional basis)</li> <li>Patient Load: 12-18 in clinic; hospital varies on volume</li> <li>Effective Charting: Epic EMR</li> </ul> Compensation&amp; Benefits Caring for our team members is part of our purpose. We do this by working to provide high-quality, affordable benefits that support you and your family's health and financial well-being. Your recruitment package may include: <ul> <li>Base Salary + wRVU Production Incentive</li> <li>CME/CEU Allowance</li> <li>Sign-On Bonus</li> <li>Medical Debt Assistance + Consultative Services by Navigate Student Loans</li> <li>Relocation Allowance</li> <li>Paid Malpractice Coverage</li> <li>Health Benefits + Retirement Plan</li> <li>Marketing + Practice Growth Assistance</li> </ul> About Us: A part of Hillcrest HealthCare System, Oklahoma Heart Institute (OHI) is the region’s largest and most advanced hospital dedicated to the prevention, diagnosis and treatment of heart disease. Located on the campus of Hillcrest Medical Center, OHI combines the expertise of nationally recognized cardiovascular physicians with the region’s most advanced technology and personalized patient care. From groundbreaking research and first-time procedures to exceptional quality outcomes, Oklahoma Heart Institute has earned a reputation as one of the finest tertiary cardiovascular care programs in the country. About Our Community: Located in northeastern Oklahoma, Tulsa is Oklahoma's second largest city, beautifully situated on the Arkansas River. Home to the University of Tulsa and a population of more than 404,000, residents enjoy a thriving outdoor recreation hub, coupled with a safe metropolitan experience featuring fun eateries in addition to amazing arts and cultural offerings. 122 mi NE of Oklahoma City]]&gt;

Utica Park Clinic

Generous Package + Supportive Team: Cardiothoracic Inpatient/Outpatient Opportunity at OHI

Aeg | Asset Employment Group

Warehouse Clerk

<h3>At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment.</h3>Each day we dedicate ourselves to treating each other, our customers and our community with care and respect.OverviewResponsible for using mechanical engineering principles to design, develop, customize, implement, test and/or sustain TDW products and services solutions for customer applications. Works with a team on problems of a significant scope and complexity - may architect product design, act as a lead or subject matter expert on a project and provide mentoring to other engineers.Key ResponsibilitiesPrimary duties may include, but are not limited to:<ul> <li>Applies knowledge of engineering principles to design components, products, tests and systems.</li> <li>Produces technical deliverables (e.g. 3D CAD models, engineering drawings, test reports, analysis reports, design calculations, tolerance analysis, etc.). Assists with prototype assemblies.</li> <li>Creates or manages creation of product documents (e.g. build and/or operating/maintenance manuals).</li> <li>Completes or facilitates engineering change requests that provide needed improvements to documentation and design.</li> <li>Carries out and directs component and assembly design tasks and produces test plans for the designs. Oversees and performs design verification tests.</li> <li>Works with system level engineering to assist in planning projects and assessing technical feasibility. Leads technical presentations and progress reports.</li> </ul>Experience<ul><li>Engineering specific work experience</li></ul>Knowledge, Skills, and Abilities<ul> <li>Extensive skills in 3D modeling, tolerance analysis, GD&amp;T, FEA, DFMEA, manufacturing processes, problem solving tools and machine design principles. Familiarity with various manufacturing processes and machining methods</li> <li>Demonstrated experience and proficiency with FEA software (simulation and ANSYS preferred) and solid modeling software (e.g. Seimens NX, SolidWorks, etc.)</li> <li>Understanding of continuous improvement methodologies (e.g. DFM/A, Lean, Six Sigma, etc.)</li> <li>Experience with PLM system, software (e.g. TeamCenter, MasterControl), and engineering change processes</li> <li>Excellent communication skills - both verbal and written</li> <li>Competent with MS office</li> </ul>

T.D. Williamson

Senior Mechanical Engineer

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

Medical Assistant / MA Internal Medicine

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 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> <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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