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Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Bi-lingual Spanish speaking</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor - Consumer Investments - Northeast Houston Area

Acuren

Intermediate CP Technician - Corpus Christi, TX

Job TitleSenior Manager, Talent AcquisitionJob Description SummaryThe Senior Manager, Talent Acquisition is instrumental in ensuring that talent is a key source of competitive advantage for C&amp;W's ongoing growth and success. This extraordinary leader will partner with the People Team &amp; Business leaders to design and implement strategic talent acquisition strategies to meet current and future business objectives.Job DescriptionResponsibilities:<ul> <li>Delivering talent sourcing and recruiting services to key C&amp;W business units.</li> <li>Partnering closely with the respective business unit HR Leaders and leading the strategy and development of innovative solutions to meet the staffing needs of the global organization in order to cost effectively deliver world class talent across the organization.</li> <li>Supporting the development of workforce plans, integrated at the enterprise-wide level.</li> <li>Defining short and long-term strategic sourcing plans and strategies to identify best in class talent both internally and externally.</li> <li>Integrating analytics to guide &amp; drive talent sourcing &amp; recruiting strategies, capabilities, and initiatives.</li> <li>Proactively managing the talent supply chain (i.e. internal talent pools, external talent sourcing channels such as online media, employee referrals, and search firms) and identifying creative ways to ensure C&amp;W has access to the best talent in the world to fill current and future openings.</li> <li>Ensuring the high performance of teams by hiring and developing highly skilled talent who are relationship-oriented, client-focused, and results-driven and who possess deep business acumen.</li> <li>Monitoring/ensuring compliance with employee-related legislation and internal policies and practices.</li> <li>Actively participating in HR initiatives and projects by working effectively with global HR team members.</li> <li>Putting Business First: Is primarily concerned about the well-being of the corporation and sustaining its growth and values people - understands that growth is only sustained by capable, engaged, and accountable employees.</li> <li>Innovating: Is always searching for an improved way to achieve better outcomes sourcing and selecting talent and gets the fundamentals - focuses on flawless execution of the basic processes for acquiring talent both internally and externally.</li> </ul>Qualifications: <ul> <li>BA/BS required</li> <li>7+ years of Talent Sourcing and Recruiting leadership experience in complex global organizations</li> <li>5+ years of experience leading teams and managing people managers</li> <li>Ability to translate business strategies into critical workforce strategies/initiatives</li> <li>Ability to collaborate and work cross-functionally across various levels within the organization</li> <li>Ability to inspire others to achieve high standards and adapt to change in order to reach the desired result.</li> <li>Ability to be decisive, seize opportunities, and ensure fast implementation.</li> <li>Ability to quickly respond to the changing needs of a dynamic organization</li> <li>Recruitment process management</li> <li>Strong organizational, analytical, consulting, relationship-building, and influencing skills</li> <li>Ability to identify issues and formulate solutions</li> <li>Result- oriented with an open and candid communication style</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $119,000.00 - $140,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Senior Manager, Talent Acquisition

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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for 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. 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 degree such as business management, business administration, or finance. • Bilingual Skills in Spanish 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

Relationship Banker - Spanish Language Preferred

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 moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients. Responsibilities: <ul> <li>Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Reviews and approves required account documentation</li> <li>Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units</li> <li>Maintains knowledge of operational processes and assists in training less experienced team members</li> </ul> Line of Business Job Description: The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing &amp; Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund &amp; Alternative Investments. The Marketing Services and Support Team is responsible for the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other product types for Merrill Lynch Wealth Management and US Trust. There are over 1,400 system indicators supporting more than 31,000 cusips. The team also participates in evaluations and subsequent scoring of the fund company's performance in accordance with operating standards at Merrill Lynch. Opportunities exist for team members to develop leadership, project management and technological skills. The role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to technology business requirements, product fees and billing as well as trading. Responsibilities include but are not limited to the following. <ul> <li>Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products</li> <li>Analysis of received data to ensure system supportability</li> <li>Data entry to add products to the proprietary platform</li> <li>Quality review of data entered</li> <li>Testing of system enhancements based upon business initiatives</li> <li>Frequent communication with internal and external business partners</li> <li>Assist with project work as needed</li> </ul> Required Skills: <ul> <li>Proven history of effective ownership and accuracy with an emphasis on attention to detail</li> <li>Intellectually curious with a desire to identify and implement innovative solutions</li> <li>Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment</li> <li>Ability to think critically while effectively managing and finding resolutions to complex situations independently</li> <li>Acts proactively to identify, control, and mitigate risks</li> <li>Excellent follow-up and organizational skills</li> <li>Provide outstanding personalized service and exhibit professionalism in all situations</li> <li>Proficient in Microsoft Office Suite with a strong background in Excel</li> </ul> ​Desired Skills: <ul><li>Knowledge of Alternative Investments</li></ul> Skills: <ul> <li>Account Management</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Written Communications</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Collaboration</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Information Management Analyst - Marketing Services & Support

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: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, including merchant services, FX, and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.The Business Banking Treasury Sales Officer I role is position that reports to the Treasury Sales Manager for Business Banking in the Central Southwest region. Required skills: "Must" have these skills to be minimally qualified At least 3 to 5 years of demonstrated success in direct sales roles in a treasury or cash management capasity. • Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts. Desired skills: Intrinsically motivated to continuously improve processes and/or one’s own education • Exercises the desire to mentor and sponsor other Associates • Certified Treasury Professional certification or equivalent Bachelor's degree or relavent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Officer I

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 building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders. Responsibilities: <ul> <li>Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives</li> <li>Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills</li> <li>Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met</li> <li>Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization</li> <li>Contributes to the technology strategy for their technical domain</li> <li>Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers</li> <li>Ensures that execution is aligned with product strategy by working with product management and other stakeholders</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Required Qualifications: <ul> <li>Mainframe Storage Leader (Manager of Managers)</li> <li>10 + years leading and managing mainframe storage managers in a large, diverse, dynamic, and exciting storage environment. Accountabilities will include leading and managing those responsible for all mainframe storage architecture, disk, engineering, and virtual tape responsibilities.</li> <li>10+ years interacting with seasoned peers and direct/influence as needed across all mainframe technologies and select non-mainframe technologies (inclusive of but not limited to commercial strategy, command center, compliance, data center, finance, global information security, operations, risk, third party administration, vendors, vendor management, and vulnerability management)</li> </ul> Skills: <ul> <li>Influence</li> <li>Risk Management</li> <li>Solution Design</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Analytical Thinking</li> <li>Application Development</li> <li>Collaboration</li> <li>Result Orientation</li> <li>Solution Delivery Process</li> <li>Agile Practices</li> <li>Architecture</li> <li>Automation</li> <li>Data Management</li> <li>DevOps Practices</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Mainframe Storage Technology Manager

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. 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: 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: • 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • 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. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • 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. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

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