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Fidelity Investments jobs in Scottsdale, AZ

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  • Planning Consultant - Chandler, AZ

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Chandler, AZ

    Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers Certifications: Category: Relationship Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $62k-92k yearly est. 2d ago
  • Primary Therapist

    Rosewood 4.6company rating

    Scottsdale, AZ job

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Scottsdale Scottsdale, AZ At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team. Anticipated schedule is Tuesday-Saturday #LI-ONSITE Total Rewards:: Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more! We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood
    $39k-57k yearly est. Auto-Apply 2d ago
  • General Manager (Bilingual)

    Community Choice Financial Family of Brands 4.4company rating

    Phoenix, AZ job

    Your Opportunity: General Manager Speedy Cash Phoenix, AZ As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a fast-paced, customer-focused environment designed to inspire high-performance, growth, and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: This position has an hourly pay rate of $24.00 and is eligible for performance bonuses. The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $24 hourly Auto-Apply 5d ago
  • Physical Therapist NonExempt

    North Florida Rehabilitation Hospital 4.5company rating

    Jacksonville, FL job

    Facility Name: North Florida Rehabilitation Hospital Schedule: Day Shift, Part Time Your experience matters North Florida Rehabilitation Hospital is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast. We are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. As a Physical Therapist joining our team, you're embracing a vital mission dedicated to making communities healthier . Join us on this meaningful journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve. How you'll contribute A Physical Therapist who excels in this role: Put your physical therapy skills to work where they're really needed -evaluate a patient's condition, develop a treatment plan, and help them get better, day by day. You'll also instruct the nursing staff and the patient's families on follow-through programs that build on the progress they've made Communicate patient progress or problems to supervisor and other team members; assist with patient scheduling and post charges daily to patient records Document patient care in accordance with regulatory, licensing, payer and accrediting requirements Instruct patient's family or nursing staff in follow-through programs Maintain equipment and work area in a safe and clean condition Handle job responsibilities in accordance with the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standard and applicable state/federal laws Other duties as assigned Why join us... We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers: Comprehensive Benefits: Multiple levels of medical, dental and vision coverage - with medical plans starting at just $10 per pay period - tailored benefit options for part-time and PRN employees, and more. Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match. Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). Professional Development: Ongoing learning and career advancement opportunities. What we're looking for... Degree from an accredited Physical Therapy program Current and unrestricted Physical Therapy license in the state where services are rendered Current CPR certification Strong organizational and communication skills Connect with a Recruiter Not ready to complete an application, or have questions? Please contact Erika Jones by emailing at ********************************. EEOC Statement "North Florida Rehabilitation Hospital is an Equal Opportunity Employer. North Florida Rehabilitation Hospital is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment." Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.
    $59k-71k yearly est. Auto-Apply 2d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Irvine, CA job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $75.4k-89.6k yearly 1d ago
  • Senior Commercial Real Estate Banker

    Wintrust Financial 4.9company rating

    Vernon Hills, IL job

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (11 years in a row) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture The Senior Commercial Real Estate Banker is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. The position can work out of Vernon Hills, Lake Forest or Crystal Lake, IL. What You'll Do: Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships. Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services Participation and knowledge within loan syndications and maintaining those relationships Network with variety of CRE COI's, investors and attorneys to establish a referral base. Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines. Prepare and present deal terms to clients in a timely and accurate manner. Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management. Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers. Qualifications: Bachelor's degree in business, finance, economics, accounting or equivalent direct banking experience. Minimum 7+ years of credit and commercial real estate lending experience combined Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred Exceptional written, verbal, negotiation, and presentation skills Excellent analytical and organization skills with the ability to prioritize workflow Proficient with Microsoft Office Demonstrate high ethical standards and personal integrity Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated annual salary range for this role is $117,000-$158,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE #LI-KP1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $117k-158k yearly Auto-Apply 4d ago
  • Occupational Therapist NonExempt

    North Florida Rehabilitation Hospital 4.5company rating

    Jacksonville, FL job

    Facility Name: North Florida Rehabilitation Hospital Schedule: Day Shift, Part Time Your experience matters North Florida Rehabilitation Hospital is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast. We are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. As an Occupational Therapist joining our team, you're embracing a vital mission dedicated to making communities healthier . Join us on this meaningful journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve. How you'll contribute An Occupational Therapist who excels in this role: Develop a specialized treatment plan to help him/her achieve as much as possible in regaining his/her well-being through exercise and/or use of prosthetic and orthotic devices. You and your staff will play an important role in his/her recovery Communicate patient progress or problems to supervisor and other team members; instruct patient's family or nursing staff in follow-through programs Document patient care in accordance with regulatory, licensing, payer and accrediting requirements Maintain equipment and work area in a safe and clean condition Handle job responsibilities in accordance with the standards of the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standards and applicable state/federal laws Other duties as assigned Why join us... We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers: Comprehensive Benefits: Multiple levels of medical, dental and vision coverage - with medical plans starting at just $10 per pay period - tailored benefit options for part-time and PRN employees, and more. Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match. Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). Professional Development: Ongoing learning and career advancement opportunities. What we're looking for... Degree from an accredited Occupational Therapy program Current and unrestricted Occupational Therapy license in the state where services are rendered Current CPR certification Strong organizational and communication skills Connect with a Recruiter Not ready to complete an application, or have questions? Please contact Erika Jones at ******************************* EEOC Statement "North Florida Rehabilitation Hospital is an Equal Opportunity Employer. North Florida Rehabilitation Hospital is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment." Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.
    $59k-74k yearly est. Auto-Apply 2d ago
  • Analyst Operations - Equipment Leasing - Rosemont, IL

    Wintrust Financial 4.9company rating

    Rosemont, IL job

    Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility What You'll Do Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio. Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring. Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS) Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio. Assist with maintaining insurance coverage for portfolio and tracking renewals. Assist with maintenance of loan and lease documentation and scanning of documents into records management systems. Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors. Ensure compliance with departmental policies and procedures. Qualifications 5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years) Processing loan or leasing documentation experience required. Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management Ability to handle multiple tasks and accept change willingly Attention to detail with a strong work ethic and willing to take initiative. Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers Proficient with MS Excel as well as experience with other MS Office products. Bachelor's degree or some college preferred Experience with Salesforce and loan/lease origination platforms a plus Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience #LI-HYBRID From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $50k-65k yearly Auto-Apply 2d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Baxley, GA job

    Your Opportunity: General Manager TitleMax Baxley, GA As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Compensation This position has an hourly pay rate of $ and is eligible for performance bonuses. The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Operations experience in a leadership capacity. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $39k-70k yearly est. Auto-Apply 1d ago
  • Primary Therapist

    Rosewood 4.6company rating

    Wickenburg, AZ job

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Wickenburg, Arizona At Monte Nido Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate, warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a Primary Therapist to join our multi-disciplinary treatment team. Schedule Options: 4 10-hour shifts or 5 8-hour shifts #LI-ONSITE Total Rewards:: Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more! We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood
    $40k-58k yearly est. Auto-Apply 1d ago
  • Advice Client Service Representative

    The Vanguard Group 4.6company rating

    Scottsdale, AZ job

    At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” As an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel, while building your financial acumen. How you'll make a difference: Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised clients. Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs. Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to best meet clients' service needs. Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products. Participate in special projects and perform other duties as assigned. Advance your skill set and your career The Advice Support Representative role is a great launching point for individuals looking to start a career in advice. In this role, you will work alongside Vanguard's financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios. Potential applicants will have strong written and verbal communication skills, a desire to learn about Vanguard's investment and advice methodology, and the desire to interact with clients and internal business partners. What it takes The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Undergraduate degree or equivalent experience is . Interest in financial planning, investment advice, and wealth management (preferred, but not ). Ability to successfully pass the Series 7 and Series 63 (or equivalent licenses) within the time frame described in Vanguard's FINRA Licensing Policy by utilizing resources and support provided by Vanguard. Ability to maintain an understanding of investment planning methodology and plan implementation strategies. Learning agility to navigate continuously evolving desktop applications and technology-based advice offers. Excellent communications skills (both written and verbal). Strong analytical, organizational, and time management skills. Confidence speaking directly with clients. How we will help: Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with crew in mind. We will provide you with: Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63 Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Please reference the following article with regard to the licensing requirements of this position. Special Factors: You should be aware this will designate you as an Advisor Access Person and carries with it certain responsibilities and restrictions. Reference the Code of Ethics Policy for further details. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
    $34k-41k yearly est. Auto-Apply 60d+ ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    San Diego, CA job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4134 Adams Avenue Suite 104, San Diego, CA This job posting is anticipated to remain open for 30 days, from 16-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $75.4k-89.6k yearly 1d ago
  • Intern

    UBS 4.5company rating

    Phoenix, AZ job

    Your role Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your resume. * work on projects that have real impact on clients * support our team of wealth management experts * attend presentations by WMA leaders to help you understand our industry, culture and strategy * gain product knowledge from internal and external partner sessions to support your team * plan team marketing events and material * assist with the responsibilities of running an entrepreneurial business model Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Ideally enrolled in a two or four year college or university. In particular, you have: * a balanced resume which includes solid academic performance and campus involvement * a genuine interest in developing a career in Wealth Management You are: * positive with a can-do approach It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence that you can: * analyze a problem, come up with ideas and make a decision * show good judgment * plan, organize and make things happen * communicate well and work within a team * stick with a task Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it? Think about your achievements and how they match the skills we're after. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $31k-44k yearly est. 4d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Decatur, GA job

    Your Opportunity: General Manager TitleMax Dekalb, GA As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Compensation This position has an hourly pay rate of $19.25 and is eligible for performance bonuses. The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Operations experience in a leadership capacity. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $19.3 hourly Auto-Apply 2d ago
  • Primary Therapist

    Rosewood 4.6company rating

    Tempe, AZ job

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Scottsdale and Tempe Scottsdale and Tempe, AZ At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a per diem Primary Therapist to join our multi-disciplinary treatment team. This position with support on an on-call as needed basis and be required to work at our Day Treatment PHP/IOP program in Tempe and our adolescent residential program in Scottsdale. #LI-ONSITE Total Rewards:: We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood
    $39k-57k yearly est. Auto-Apply 2d ago
  • Registered Client Associate

    UBS 4.5company rating

    Phoenix, AZ job

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses * ideally 2+ years of experience in client service, within the finance sector * bachelor degree preferred * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
    $43k-73k yearly est. 4d ago
  • Manager, Fund Accounting

    The Vanguard Group 4.6company rating

    Scottsdale, AZ job

    The Manager, Fund Accounting will lead a team of analysts responsible for overseeing the daily fund accounting processes managed by outsourced providers and ensuring timely completion of deliverables for the assigned unit. This role involves close collaboration with internal and external teams to communicate solutions, support client needs, and maintain high standards of quality and accuracy. In addition to core operational responsibilities, the manager will contribute to project work and act as a relationship manager across stakeholders, supporting broader operations initiatives. This is a hands-on Operations Manager role requiring strong leadership, coordination, and problem-solving skills. Responsibilities Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Serves as a business leader within the fund accounting organization and guides the consistency of global fund accounting oversight processes. Manages the oversight activities for a suite of funds and works with cross functional business leaders to identify and prioritize strategic and tactical business initiatives to minimize risk and increase scalability. Maintains and grows key relationships with outsourced service providers to ensure service levels are being met. Works with internal teams to track vendor performance and works both internally and externally to improve process in order to achieve service excellence. Works with management team in the formation and execution of operational plans to achieve departmental, divisional, and corporate objectives. Leads process improvements to gain efficiencies and ensure quality. Fosters a comprehensive conceptual understanding of processes and their impact to internal and external clients within the group. Works with senior management to create communications plans. Maintains a deep and current understanding of global products to help drive business strategies. Recommends changes in operating model and processes to gain efficiencies and/or ensure global consistency in fund oversight activities. Contributes to the development in other crew members through broad fund accounting knowledge and subject matter expertise. Serves as a resource to the department and willingly shares expertise. Proactively manages critical financial controls to ensure integrity in the daily deliverables of the business unit. Assesses business needs to enhance or change controls as necessary. Participates in special projects and performs other duties as assigned. Qualifications Five years related work experience. Accounting or Finance related experience preferred. Supervisory experience preferred. Undergraduate degree or equivalent combination of training and experience. Finance or Accounting degree preferred. Prior leadership experience is a plus! As a Tier 1 role, this position requires a higher in-office presence than a standard hybrid schedule. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
    $102k-134k yearly est. Auto-Apply 30d ago
  • Cash Product Risk Senior Manager

    The Vanguard Group 4.6company rating

    Scottsdale, AZ job

    We're hiring a Cash Product Risk Senior Manager to lead risk oversight for our Cash Plus product. This role is responsible for ensuring regulatory compliance and operational integrity across broker-dealer cash management functions. It involves translating complex financial regulations-such as Reg E, Reg CC, Reg DD, and NACHA-into effective product design, risk frameworks, and operational control strategies. The position also includes leadership of a small team and close collaboration with cross-functional partners to maintain a strong risk posture across payment systems and card operations. Demonstrate strong understanding of broker-dealer cash management accounts and related regulations (e.g., Reg E, Reg CC, Reg DD, NACHA), payment rails, card operations, and related functions, with the ability to apply regulatory knowledge to product design, risk assessment, and operational controls Manage staff; develop, mentor, and provide guidance, training, and motivation as necessary. Conduct regular one-on-one and team meetings. Hire, evaluate, and counsel crew. Follow corporate disciplinary procedures per established standards. Set performance standards, review performance, provide feedback, and recommend wage increases in accordance with applicable HR policies Provide risk guidance, oversight, and assurance services to the enterprise and partners based on the operational and strategic risk framework. Seek ideas and perspectives from across divisions to improve oversight capabilities and maintain strong relationships with key stakeholders Implement and manage risk and control management standards within divisional processes. Identify and prioritize existing and emerging risks and advise on appropriate control design and testing. Communicate strategies and plans effectively to all relevant parties Ensure the division has appropriate levels of review and key controls, and verify that controls are designed and operating effectively in accordance with established standards Provide consultation and analytical support to key stakeholders, ensuring internal controls are properly implemented without compromising client service Partner with divisional leadership to ensure business risk and control decisions are integrated into the design and development of technology, service, or operating model changes. Proactively raise and execute plans to address key issues Develop, maintain, and evolve a comprehensive program for monitoring and analyzing controls. Establish metrics, dashboards, and reports to identify control opportunities and monitor effectiveness. Report on control performance to department leadership Maintain broad knowledge and awareness of the investment industry, risk management practices, and regulatory or policy changes. Serve as a subject matter expert in risk management discussions Participate in special projects and perform other duties as assigned Qualifications Minimum of eight years related work experience. Supervisory experience preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Deep expertise in broker-dealer cash management accounts, payment systems, card operations, and related regulations (e.g., Reg E, Reg CC, Reg DD, NACHA), with the ability to apply regulatory knowledge to product design, risk assessment, and operational controls. Possess a strong background in risk management, with demonstrated experience identifying, assessing, and mitigating operational and regulatory risks within financial services, particularly in broker-dealer and cash product environments. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
    $105k-130k yearly est. Auto-Apply 43d ago
  • Ultra High Net Worth Client Case Representative, Senior Associate

    The Vanguard Group 4.6company rating

    Scottsdale, AZ job

    In this role, you will: Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. Collaborate across teams to maintain and enhance the UHNW client experience. Document client and team feedback to support continuous service improvement with the business. Build expertise in Vanguard products, services, and industry trends to guide clients effectively. What It Takes Minimum of three years' experience in Financial Services; client service experience preferred. Undergraduate degree or equivalent combination of training and experience. Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining. Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions. Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You Fully paid training and coaching to help you obtain required licenses. Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management Qualifications: Minimum of three years related work experience in the Financial Services industry. Experience in client services preferred. Undergraduate degree or equivalent combination of training and experience required. This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Why Vanguard At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include: World class training and development programs to equip you with the tools to take the FINRA Series 7 and 66. A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses. An annual bonus (known internally as Partnership) based on company performance. 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO. Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition. Best-in-class medical, dental, and vision coverage with on-site health perks: CrewCare: our own onsite health-clinic for you and your loved ones. ShipShape: onsite fitness center. LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you. Education benefits including tuition reimbursement designed to support you in furthering your education. Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different! For a deeper look into our benefits, please visit our Why Vanguard page! Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
    $84k-92k yearly Auto-Apply 43d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Belmont, CA job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1 Twin Pines Ln Suite 104, Belmont, CA This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $88400.00 Hiring Maximum: $105100.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $88.4k-105.1k yearly 1d ago

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