Ameriprise Financial jobs in Las Vegas, NV - 31 jobs
Administrative Assistant
Ameriprise Financial 4.5
Ameriprise Financial job in Las Vegas, NV
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrative assistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$32k-40k yearly est. 3d ago
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Sr Onboarding EAR Specialist
Ameriprise Financial 4.5
Ameriprise Financial job in Las Vegas, NV
Virtually partner with local operations leaders within dedicated regions to drive consistency in Experienced Advisor Recruit (EAR) onboarding process and practices. Serve as primary paper work processor for overflow paperwork relating to Experienced Advisor Recruit (EAR) transitions. Demonstrate effective quality control of paperwork, timely NIGO management, oversight and processing of overflow business. Consult & coach leaders on onboarding processes & systems. Serve as point of contact for EAR onboarding escalations. Identify process improvements & trends. Work closely with business partners in AMPI providing coaching, training and case flow management.
Key Responsibilities
* Provide virtual practice support for onboarding processes. Seek to deliver best in class experience to clients, advisors & staff. Partner, leverage & influence local staff & leaders to assist in the onboard. Insure defined roles & responsibilities for the preparation, day of & post onbaording are in place. Create & implement information & solutions for advisor, staff & leader issues as appropriate. Escalate issues as appropriate to leader & EAR support team.
* Paperwork assessment & virtual processing. Process & effectively manage a high-volume case load of paperwork returning from EAR onboarding to ensure all service issues are resolved quickly & accurately. Paperwork processing to be completed in a timely, efficient & accurate manner. May include, but limited to, new client & account set-up, broker dealer changes or transfers.
* Consult & coach leaders, EARs & staff to guide them through the onboarding process and systems. Serve as point of contact regarding Service Delivery processes & business escalations pertaining to EAR onboarding & ramp-up. Effectively communicate with EARs & corporate partners to identify & share onboarding best practices, process improvements, trends & process or policy enhancements.
* Relationship development & influence leadership. Develop, sustain & maximize relationships with advisors, staff and leaders. Mentor & coach others in team development and process knowledge, including coaching on employee processes and managing involvement in cross-functional teams.
* Must be an expert as it relates to Ameriprise processes & procedures (i.e. New Business: paperwork (electronic & paper), clearing, compliance, etc.). Demonstrate & maintain a strong fundamental knowledge of Ameriprise products, industry standard products, practices & tools. Mainatain strong brokerage, legal, regulatory & compliance knowledge. Act as expert on Thomson ONE systems, tools & capabilities.
* Ad hoc project work designed to enhance advisor and client experience. Communicate results & share trends & issues with key stake holders.
Required Qualifications
* Bachelor's Degree or equivalent
* 3+ Years of relevant experience
* Strong project management skills; establishing accountability with other business partners
* Excellent communication skills; ability to influence at all leadership levels and stakeholders to impacted processes, procedures, and policies
* Strong knowledge of all products and systems on the Ameriprise Brokerage Platform
* Ability to manage multiple priorities and deadlines
* Some travel may be required
Preferred Qualifications
FINRA Series 7
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $58,000 - $80,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
$58k-80k yearly Auto-Apply 8d ago
Wealth Management Advisory Attorney, Vice President
Morgan Stanley 4.6
Spring Valley, NV job
We're seeking someone to join our team as a Wealth Management Advisory Attorney, Vice President.
This role is based in Dallas. If a candidate is based in the New York area, we may be able to have you start in New York but you would have to relocate to Dallas after a few months. Following first 6 months of in office employment in good standing, role will require in office attendance at least 3 days/week.
What you'll do in the role:
Be a point of legal contact on a wide variety of legal issues arising in the Wealth Management business for broker/dealer field personnel, including call center personnel, Regional and Complex Management, Divisional, Regional and Complex Risk Officers, and Home Office personnel.
Conducting legal research and drafting memos, drafting letters to clients on behalf of field management, and negotiating and drafting a variety of client-facing agreements, such as Confidentiality Agreements, Hold Harmless Agreements, and Custody Agreements.
Advising on the investigation of senior financial exploitation and diminished capacity issues, reviewing and advising on instances of potential employee misconduct, advising broker/dealer field and Home Office personnel on relevant law and regulatory policy, such as FINRA and SEC rules, as well as on unique transactions and strategic initiatives, assisting Compliance and Operations in the drafting and development of Firm policies and procedures, negotiating and drafting modifications to Firm documents and forms, and handling special projects as needed.
What you'll bring to the role:
Must possess a JD.
Excellent verbal and written communication skills as well as strong problem-solving skills.
Ability to learn quickly and multi-task in a fast-paced environment and have experience in a multi-disciplinary background.
Prior Securities Industry experience and litigation experience a plus.
At least 6 years' relevant experience would generally be expected to find the skills required for this role.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $108,000.00 and $185,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$108k-185k yearly Auto-Apply 60d+ ago
Global Financial Crimes - Client Escalations and Reporting Coordinator / Director (AVP)
Morgan Stanley 4.6
Spring Valley, NV job
We are seeking someone to join our team as a Global Financial Crimes (GFC): Client Escalations and Reporting Coordinator. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within GFC and be part of a team that focuses on AML and other financial crime related obligations associated with the Firm's Wealth Management (WM) and U.S. Banks coverage team. The Client Escalations and Reporting Coordinator reports to the Head of WM and Bank Program Management and Strategy, Executive Director.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates the day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight, and execution of the Firm's Ant-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs.
If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you.
What you'll do in the role:
Proven experience managing and reviewing client escalations related to financial crime risk, ensuring timely resolution and accurate reporting.
Prepare high-quality summary reports and materials for senior governance forums, including Client Escalations Committee, and collaborate with stakeholders across business units to maintain strong risk management practices.
Coordinate with internal stakeholders (GFC Investigations, Client Risk Unit, Advisory teams, 1L GFC Risk, and branch personnel) to gather relevant information and provide clear, concise analysis of client escalation cases. Develop and deliver summary reports and presentation materials for senior committees, including the Client Escalations Committee
Ensure accuracy, clarity, and timeliness of reporting for senior management and governance forums/committees
Act as a subject matter expert on escalation processes and reporting standards
Identify opportunities to enhance escalation review processes and reporting frameworks
Contribute to policy updates and best practices for escalation management
What you'll bring to the role:
Bachelor's degree required; advanced degree or professional certification (e.g., CAMS, CFA) preferred
5+ years of experience in financial services, with a focus on compliance, risk management, or financial crimes
Strong understanding of AML, sanctions, and financial crime regulations
Exceptional analytical, writing, and presentation skills
Ability to manage multiple priorities and deliver under tight deadlines;
Experience preparing materials for senior governance committees is highly desirable
Strategic thinking with attention to detail
Strong interpersonal and communication skills
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Ability to influence and collaborate across global teams
Where you'll be working:
This role will require in office attendance 3 days/week from Dallas, Texas location. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$57k-84k yearly est. Auto-Apply 49d ago
Global Financial Crimes: Crypto Investigations Director (AVP)
Morgan Stanley 4.6
Spring Valley, NV job
We are seeking someone to join our team as an experienced Investigations Director (AVP) in Global Financial Crimes.
In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
• Lead investigations of a wide variety of suspected financial crimes related to cryptocurrencies and digital assets, including crypto-enabled money laundering, terrorist financing via virtual currencies, illicit trafficking using blockchain, and fraud.
• Determine appropriate regulatory filing requirements, including Suspicious Activity Reports, and notifications to law enforcement and government agencies.
• Provide advice to the business with respect to managing risks arising from crypto-related financial crimes concerns involving prospective and current client relationships, assessing wallet addresses, transaction patterns, and blockchain analytics insights.
• Produce and maintain investigative reports and related documentation with a focus on tracing transactions through blockchain analysis and documenting findings in line with best practices.
• Assist with responding to requests for information from law enforcement and government agencies regarding virtual assets, including blockchain data, transaction histories, and wallet identifications.
• Ensure daily operational processing is completed according to established program and regulatory requirements.
• Identify and implement process improvements to increase efficiency and effectiveness.
What you'll bring to the role:
• Bachelor's degree or equivalent military experience. Law degree, legal or prosecutorial experience a plus.
• 5+ years of strong investigative or related experience with emphasis on BSA/AML, including writing and preparing SARs in accordance with applicable regulatory requirements
• Strong understanding of the financial markets and banking, including Crypto specific knowledge and the ability to learn concepts quickly
• Excellent communication, leadership, and presentation skills with the ability to communicate effectively through all levels of the organization
• Self-motivated and independent operator with the ability and maturity to make decisions and operate in fast paced and dynamic settings
• CAMS or equivalent AML certification/license, or ability to obtain certification within first 15 months of employment
Where you'll be working:
This role will require in office attendance 3 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$95k-129k yearly est. Auto-Apply 60d+ ago
Client Support Associate - Las Vegas
Ameriprise Financial 4.5
Ameriprise Financial job in Las Vegas, NV
In addition to addressing immediate client needs, you'll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you'll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence.
As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.
Key Responsibilities
Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients.
First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gathering and documenting information to ensure compliance requirements are met.
Liaison between Product Specialists and Client Relationship Managers to come up with recommendations.
Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date.
Required Qualifications
High school or GED.
1+years of relevant experience.
Current FINRA Series 7
State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.
Previous experience delivering outstanding client service.
Detail oriented, strong math and analytical skills.
Good organization and time management skills.
Ability to manage multiple priorities and prioritize effectively.
Process oriented and ability to work in a team environment. Knowledge of financial services products/services.
Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
Preferred Qualifications
Bachelor's degree or equivalent.
CFP, CRPC
Previous sales experience or exposure preferred.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
$38k-58k yearly est. Auto-Apply 8d ago
Registered Client Service Associate
Morgan Stanley 4.6
Las Vegas, NV job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Reports To:
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $40k - 82k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award [OR] The successful candidate may be eligible to participate in the relevant business unit ' s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$40k-82k yearly Auto-Apply 38d ago
Global Financial Crimes: Wealth Management Advisory Officer - Vice President
Morgan Stanley 4.6
Spring Valley, NV job
We are seeking someone to join our team as a Global Financial Crimes (GFC) : Morgan Stanley Wealth Management Advisory Officer. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Vice President level position within the Wealth Management (WM) GFC Advisory team which is responsible for the day-to-day execution of the overall financial crimes program for the Firm's WM business. The team provides financial crimes related advice and guidance to business units, including serving as an escalation point on financial crimes issues and liaising with key stakeholders across the Firm, including Legal, Compliance, Regulatory Relations, and Risk, to ensure appropriate execution of the Firm's financial crimes prevention program.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Global Financial Crimes (GFC) coordinates day-to-day implementation of the Firm's enterprise-wide financial crime prevention efforts. GFC includes several legal and compliance disciplines and has responsibility for governance, oversight, and execution of the Firm's Anti-Money Laundering (AML), Sanctions, Anti-Corruption, Anti-Tax Evasion and Government and Political Activities Compliance programs. As a team member in GFC, you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you.
What you'll do in the role:
Support key projects and initiatives related to assessing and mitigating the Firm's exposure to money laundering and other financial crimes.
Provide guidance, support, and effective challenge to business teams on issues related to AML, sanctions, and anti-corruption laws and regulations.
Serve as a point of escalation on financial crimes questions and provide support in connection with interpretation of regulations and Firm policies.
Partner with stakeholders to prioritize changes impacting the WM GFC program in a risk-based manner, including those that come through the formal Change Management process.
Decision client matters with significant reputational risk and potential financial crimes exposure.
Assist with GFC WM's responses to relevant regulatory exams and other inquiries, and internal audits, including overseeing data and document productions.
Represent GFC WM on various committees and interact with key stakeholders across the business and risk functions.
Review new product proposals from a financial crimes risk perspective which includes analyzing for potential vulnerabilities related to money laundering, economic sanctions evasion and tax evasion. Attend any New Product review meetings, including the Firm's New Products Committee (the NPC).
Identify weaknesses, gaps, and areas for enhancement across processes and platforms that impact GFC, determine appropriate solutions and lead corrective action efforts.
Liaise and coordinate within GFC and with key stakeholders across the Firm to ensure appropriate execution of the Firm's WM financial crimes prevention program.
What you'll bring to the role:
Bachelor's degree with strong academic credentials
8+ years of relevant anti-money laundering and/or other financial crimes experience, preferably at a large/complex financial institution, law firm, or government/regulatory body
Ability to understand and assess a wide variety of complex products, services, and client types
Highly motivated self-starter able to work independently while collaborating and coordinating as part of a global program
Strong analytical skills with an ability to understand complex workflows, and excellent attention to detail
Deep functional knowledge of the WM/Bank industries and applicable AML KYC rules, regulations, policies, and processes with preferred knowledge of and experience of Anti-Money Laundering (AML) and Sanctions programs.
Excellent verbal and written communication skills.
Ability to express complex ideas and risk analysis in formal presentations and written documentation.
Ability to manage timelines/deadlines, multiple projects and prioritize tasks in a rapidly changing environment.
Sound judgment and an ability to appropriately escalate issues internally
Ability to handle highly confidential information with appropriate discretion, develop internal relationships, influence stakeholders, and build consensus, and thrive in an evolving workplace.
Outstanding interpersonal and teamwork skills to collaborate as a global team and build strong relationship with key stakeholders across divisions
Certification as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license or certification within first 15 months of employment
Where you will be working:
This role will require in office attendance 3 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$96k-155k yearly est. Auto-Apply 31d ago
Property Adjuster Specialist- Field
United Services Automobile Association (USAA 4.7
Las Vegas, NV job
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements.
Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available.
This is a field-based role for North Las Vegas, NV. Candidates currently living in this location or willing to self-relocate are encouraged to apply.
What you'll do:
* Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability.
* Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
* Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
* Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies.
* Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes.
* Maintains accurate, thorough, and current claim file documentation throughout the claims process.
* Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims.
* Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
* May be assigned CAT deployment travel with minimal notice during designated CATs.
* Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
* Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience.
* Adjusts complex claims with attorney involvement.
* Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
* May require travel to resolve claims, attend training, and conduct in-person inspections.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* High School Diploma or General Equivalency Diploma required.
* 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
* Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
* Proficient knowledge of residential construction.
* Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
* Proficient negotiation, investigation, communication, and conflict resolution skills.
* Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
* Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
* Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
* US military experience through military service or a military spouse/domestic partner
* 5 years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.)
* Prior experience adjusting property claims using virtual technologies
* Prior property field adjuster experience handling DWG, APS and ALE adjustments
* Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing)
* Xactimate Level 1 and/or Level 2 certification
* Prior deployments in support of catastrophes
* Currently hold an active Adjuster License
* Currently reside within or have the ability to self-relocate to North Las Vegas, NV
Physical Demand Requirements:
* May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
* May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
* May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
* May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.
Compensation range: The salary range for this position is: $69,920.00 - $133,620.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$46k-55k yearly est. 29d ago
Brokerage Service Professional II
Ameriprise Financial 4.5
Ameriprise Financial job in Las Vegas, NV
Serve as first point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information, specific to wires. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone or notify appropriate service partners. Respond to basic inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.Key Responsibilities
Serve as the first point of contact for advisors needing service and operational support within a brokerage account for wires. This includes responding to service requests, troubleshooting issues, and researching complex issues that cannot be resolved immediately. Provide prompt, accurate solutions to transaction, service and/or operational questions in a fast-paced, client-focused team environment.
Respond directly to account information or other requests initiated by advisors utilizing a variety of systems to provide information for advisors or other relationship partners, and works with appropriate internal business partners to resolve any outstanding questions. May process routine service transactions, or resolve account service casework, ensuring time and quality standards are met.
Interact directly with advisors and other business partners to resolve questions and pending transactions.
Educate advisors directly on newly-enacted services, systems or procedures to help facilitate efficient self-service as well as serve as a key resource for advisors on company or product policies and systems and troubleshoot simple usability issues.
Required Qualifications
High school degree or equivalent.
1+ years of relevant experience including previous experience within brokerage industry.
Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner.
Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause.
Strong written and spoken communication skills.
Demonstrated ability managing multiple priorities in a fast-paced environment.
Preferred Qualifications
Associate or Bachelor's Degree.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $44,400-$61,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
$44.4k-61.1k yearly Auto-Apply 14d ago
Part-Time Teller (20 Hours), Lakes Branch
Citigroup 4.6
Las Vegas, NV job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40-hour work week.
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**Job Family Group:**
Customer Service
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**Job Family:**
Branch Service
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**Time Type:**
Part time
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**Primary Location:**
Las VegasNevada United States
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**Primary Location Full Time Salary Range:**
$39,520.00 - $46,810.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
**The hourly rate corresponding to the annual range is:**
$19.00 - $22.50
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 25, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$39.5k-46.8k yearly 34d ago
Risk Officer
Morgan Stanley 4.6
Las Vegas, NV job
The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer.
DUTIES and RESPONSIBILITIES:
Surveillance and Supervision
* Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s)
* Facilitates any supervisory inquiry or process that requires escalation from the Senior
Risk Officer and/or the Regional Risk Officer
* Focuses on business ethics and regulatory and compliance practices
* Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment
* Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely
Risk Management/Compliance/Legal
* Monitors and implements procedures to manage all facets of risk, including data security
* Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations
* Liaises with the Legal and Compliance Division with customer complaints and litigation
* Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times
* Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Complex has procedures in place
* Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated
* Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken
* Responsible for proactive client contact in determining suitability and managing risk
* Active involvement with the region regarding matters presented to the Credit Committee
* Primary source for intelligence on risk in regard to clients and FAs
Administrative
* Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance.
* Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures.
* Assists in the review and on boarding of FA recruits
Education and/or Experience
* Bachelor's degree required or equivalent education or experience
* Previous industry experience
* Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66)
* Other licenses as required for role or by management
Knowledge/Skills
* Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures
* Effective written and verbal communication skills
* Strong attention to detail
* Ability to prioritize and resolve complex problems and escalate as necessary
* Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies
* Evidence of strong leadership capabilities or previous supervisory experience
* Ability to organize and prioritize workflow and assignments in a deadline oriented environment
* Ability to interact with Financial Advisors and clients
* Excellent judgment and the ability to be discreet in all matters
* Strong work ethic
Reports to:
* Senior Risk Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $120k - $160k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award [OR] The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$120k-160k yearly Auto-Apply 11d ago
Private Wealth Consultant
Massmutual Financial Group 4.3
Las Vegas, NV job
The Opportunity MassMutual Private Wealth is dedicated to delivering sophisticated investment strategies, estate planning solutions, and concierge-level services tailored to the unique needs of high-net-worth clients. Our mission is to empower financial advisors to deepen relationships with affluent clients by providing advanced planning and private wealth solutions that go beyond traditional offerings. As a Private Wealth Consultant, you will play a pivotal role in supporting advisors through business development, proposal generation, and client onboarding within the private wealth segment. You'll partner closely with MassMutual's Wealth Management Business Development team to position advisors for success in the evolving private wealth marketplace.
The Team
This role is critical to driving growth and positioning advisors as trusted partners for affluent clients. As part of a dynamic sales team, you will act as an internal wholesaler, delivering a differentiated new-business experience and helping advisors navigate complex planning scenarios. You'll collaborate with experts in investment, tax, and estate planning to create integrated solutions that address the challenges of concentrated wealth, generational planning, and liquidity strategies. At the core of this offering is helping advisors deliver exceptional outcomes for their most valued clients.
The Impact
The Private Wealth Consultant is responsible for delivering comprehensive trust, investment, and private wealth solutions tailored to the sophisticated needs of high-net-worth clients. This role focuses on driving sales growth within an assigned territory while serving as a strategic resource for advisors and clients.
In this role, you will:
* Partner with MassMutual financial advisors to design complex wealth strategies, leveraging deep expertise in portfolio management, investment solutions, and estate planning. Provide advanced product knowledge, historical analysis, and legal document review to position advisors and MassMutual for success in building high-net-worth client relationships.
* Act as a trusted resource during client interactions, delivering tailored recommendations and supporting advisors throughout the sales process to ensure optimal outcomes.
* Work with a team of wealth, tax, trust, and investment specialists to create differentiated, client-centric solutions that elevate the advisor experience.
* Develop marketing strategies, collateral, and investment illustrations to drive new business growth and enhance advisor capabilities within the territory.
* Coordinate with investment, fiduciary, and operational teams to ensure a smooth and efficient client onboarding experience.
* Recognize and pursue opportunities requiring advanced investment, trust, and private wealth solutions to increase assets under management and expand market share.
* Deliver training on wealth planning, trust services, and private client solutions to enhance advisor proficiency and confidence.
* Develop and execute a targeted growth strategy for the territory, including segmentation, lead prioritization, and pipeline management.
* Share real-time market insights with internal stakeholders to inform product development and distribution strategies.
* Collaborate with internal teams to streamline advisor workflows and simplify access to wealth management solutions.
* Create and deliver compelling proposals and presentations tailored to the unique needs of clients.
The Minimum Qualifications
* 5+ years of consulting, portfolio or sales experience with investment management and trust services
* Ability to travel 50% - 70% as required
* FINRA Series 7 and Series 63 at time of application
The Ideal Qualifications
* Previous sales experience through an intermediary or financial advisor channel
* Exceptional communication and presentation skills
* Extensive experience with complex investment, estate planning, financial planning, trust and private client solutions tailored to the high-net-worth market segment
* CFA, CIMA, CTFA, ChFC or CFP designations
What to Expect as Part of MassMutual and the Team
* Regular meetings with the Private Wealth Consulting Team
* Focused one-on-one meetings with your manager
* Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
* Access to learning content on Degreed and other informational platforms
* Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-SB1
Salary Range:
$144,800-$190,000
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
$35k-52k yearly est. Auto-Apply 11d ago
Mortgage Loan Officer - Las Vegas
Citigroup 4.6
Las Vegas, NV job
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities:
+ Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
+ Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
+ Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
+ Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
+ Advise customers about the consequences, risks, and benefits of alternative lending solutions.
+ Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
+ Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
+ Work as a team with all internal partners to support and grow our customers.
+ Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
+ Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
+ Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
+ Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
+ Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
+ Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
+ 2-5 years relevant experience
+ 3+ years previous mortgage sales experience required
+ Residential Mortgage experience required
+ Established book of business
+ Proven product sales capability is required.
+ FHA/VA & conventional loan experience is preferred
+ The ability to comprehend and explain financial calculations and pricing alternatives.
+ The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
+ Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
+ Demonstrated customer service skills
+ Strong relationship development and management skills
+ Expertise of general lending products and overall mortgage industry.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities,
Education:
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Consumer Product Sales
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**Time Type:**
------------------------------------------------------
**Primary Location:**
Las VegasNevada United States
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**Primary Location Full Time Salary Range:**
$60,000.00 - $175,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Nov 25, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$36k-49k yearly est. 60d+ ago
Senior Director, Trust Investment Management
Ameriprise Financial 4.5
Ameriprise Financial job in Las Vegas, NV
In this role, you will lead oversight and fiduciary responsibility for the investment management process of Personal Trust Services (PTS), including process ownership and enhancements. You will establish standards for and lead a team of Trust Investment Officers who are working directly with advisors and their clients to develop complex investment strategies for new trusts and ensure that the execution of complex activities are fulfilled by advisors. Additionally, you will oversee the Trust Investment Team and ensure compliance with regulations, manage trust assets and maintain responsibility for establishing and maintaining client relationships, quality customer service, positive audit results, and client retention.
Responsibilities:
Lead a team responsible for fiduciary investment management activities of PTS. Facilitate integration of department and parent company initiatives into Trust investment management. Participate in key initiatives to support and build a personal trust business that is distributed through an advisor channel in the Broker/Dealer. Respond to client inquiries regarding complex investments & manage the investment review (Reg 9) standards and execution.
Chair of the Investment Sub-Committee which is responsible for oversight of investment management duties as defined in committee charter. Monitor account investment performance & review with advisor. Prepare quarterly reporting for the Trust Committee of the Board of Directors meetings regarding trust investment management activities.
Responsible for establishing overall investment management procedures to maintain strong control environment for fiduciary assets and leading processes, including coordination of internal Bank and Compliance audits and OCC regulatory audits. Effectively manage client/advisor expectations and mitigate client complaints
Provide effective leadership to direct reports incorporating performance management practices through individual performance plans, periodic reviews and feedback sessions, coaching and development
Required Qualifications:
7-10 years' relevant exp
Bachelor's degree required
10-20% travel required
Preferred Qualifications:
CFA preferred
Experience with trust taxation and fiduciary law
Investment management as it relates to trusts
In-depth knowledge of many types of trusts and complex legacy and estate planning topics
Strong communication skills
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
BANK Bank
$115k-169k yearly est. Auto-Apply 3d ago
Financial Advisor in Training - Las Vegas
Ameriprise Financial 4.5
Ameriprise Financial job in Las Vegas, NV
Ameriprise Personal Wealth Group Advisor Pathway Program Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we're redefining financial advising by building deep, meaningful relationships with clients-virtually-through our Confident Retirement approach.
This isn't just a job-it's a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way.
Financial Advisor Trainee Role
As a Financial Advisor Trainee you'll start your journey with a clear roadmap to success. We'll provide everything you need to thrive:
Comprehensive Training & Licensing Support
We'll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses-setting you up for long-term success.
Hands-On Experience
Once licensed, you'll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching.
Career Growth & Professional Development
You'll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP certification.
What You'll Do
Prepare for and obtain key financial licenses
Engage with clients in meaningful conversations (no licenses required for initial activities)
Document interactions in our CRM system
Complete ongoing training to master products, tools, and client service
What We're Looking For
High school diploma or equivalent
Bachelor's degree preferred
Strong communication and relationship-building skills
Ability to thrive in a fast-paced, goal-driven environment
Commitment to earning required licenses within set timelines
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
$25k-41k yearly est. Auto-Apply 8d ago
Administrative Assistant
Ameriprise 4.5
Ameriprise job in Las Vegas, NV
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrative assistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$32k-40k yearly est. 60d+ ago
Global Financial Crimes: Alert Monitoring and Screening Director (AVP)
Morgan Stanley 4.6
Spring Valley, NV job
We are seeking someone to join our team as a Global Financial Crimes (GFC): US AML Alert Monitoring & Screening Professional. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within the Investigations team, where you will be responsible for conducting alert reviews from internal and external sources, including negative news and transaction monitoring, performing the necessary research and analysis of transactional activity in order to determine if an escalation is required for further review.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Global Financial Crimes (GFC) coordinates day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight and execution of the Firm's Anti-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. As a team member in GFC, you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you.
What you'll do in the role:
- Draft dispositions summaries that support the alert review outcomes, ensuring documents are clear and concise while complying with regulatory expectations
- Ensure a high quality work product and that the level of documentation adheres to procedural expectations
- Respond to questions from various stakeholders including GFC colleagues, Risk partners located in the field, and other Business Unit personnel
- Proactively identify risks to the GFC program, work with manager to develop solutions, and escalate as necessary
- Source and implement process improvements to increase efficiency and effectiveness
- Ensure daily operational processing is completed according to established program SLAs and regulatory requirements
What you'll bring to the role:
- Bachelor's degree or equivalent military experience
- 1-5 years of investigative or related experience with emphasis on BSA/AML
- A foundational understanding of the financial markets and banking, including broker-dealer product-based knowledge and the ability to learn concepts quickly
- Strong communication and presentation skills with the ability to communicate effectively through all levels of the organization
- Self-motivated and independent operator with the ability and maturity to make decisions and operate in fast paced and dynamic settings
- CAMS or equivalent AML certification/license, or ability to obtain certification within first 15 months of employment
Where you'll be working
This role will require in office attendance 3 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
The Baltimore office is the Firm's largest U.S. office outside of New York, with approximately 2,000 employees representing most of the Firm's Divisions.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $70000 - $125000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit
offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-125k yearly Auto-Apply 60d+ ago
Registered Client Service Associate
Ameriprise 4.5
Ameriprise job in Las Vegas, NV
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities:
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
Bachelors degree or equivalent.
3 - 5 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.
Preferred Qualifications:
State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
$44k-55k yearly est. Auto-Apply 6d ago
Property Adjuster Specialist- Field
USAA 4.7
Las Vegas, NV job
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements.
Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available.
This is a **field-based** role for **North Las Vegas, NV** **.** Candidates currently living in this location or willing to self-relocate are encouraged to apply.
**What you'll do:**
+ Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability.
+ Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
+ Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
+ Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies.
+ Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes.
+ Maintains accurate, thorough, and current claim file documentation throughout the claims process.
+ Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims.
+ Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
+ May be assigned CAT deployment travel with minimal notice during designated CATs.
+ Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
+ Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience.
+ Adjusts complex claims with attorney involvement.
+ Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
+ May require travel to resolve claims, attend training, and conduct in-person inspections.
+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ High School Diploma or General Equivalency Diploma required.
+ 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
+ Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
+ Proficient knowledge of residential construction.
+ Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
+ Proficient negotiation, investigation, communication, and conflict resolution skills.
+ Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
+ Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
+ Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
**What sets you apart:**
+ US military experience through military service or a military spouse/domestic partner
+ 5 years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.)
+ Prior experience adjusting property claims using virtual technologies
+ Prior property field adjuster experience handling DWG, APS and ALE adjustments
+ Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing)
+ Xactimate Level 1 and/or Level 2 certification
+ Prior deployments in support of catastrophes
+ Currently hold an active Adjuster License
+ Currently reside within or have the ability to self-relocate to **North Las Vegas, NV**
**Physical Demand Requirements:**
+ May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
+ May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
+ May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
+ May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.
**Compensation range:** The salary range for this position is: $69,920.00 - $133,620.00.
**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.