Finance advisor jobs in Greenville, NC - 51 jobs

Job DescriptionAre you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life. Is your practice growing? Want to be part of a stable, dependable company? Looking for new opportunities to expand your market? Interested in offering new products or services? It's all built on a strong foundation. Whether you specialize in fee-based financial planning,¹ business succession, or protecting growing families, our record of financial strength and integrity is built to support you. We're one of only two life insurers currently awarded the highest ratings for financial strength from all four major credit ratings agencies.² We're committed to our field force. That means you'll have the guidance, support, and resources you need to do what you do best-serve your clients. Our managers are here to support your success, not compete with you for sales. Our agents are leaders in the industry. As of 2023, New York Life has led the Million Dollar Round Table (MDRT) in membership for 69 consecutive years. For over 20 years, we have also led in MDRT's top-tier categories, Court of the Table, and Top of the Table.³ You'll be able to network productively among your peers and learn firsthand from agents at the top of the industry. Build the financial practice you envision. We believe in investing in our agents, helping them achieve their goals, and positioning them to positively impact the individuals, families, and businesses they serve. We're here to support you with your current markets and help you break into new areas of interest and opportunity. New York Life has a number of dedicated teams that focus solely on helping our agents and their clients. New York Life and our subsidiaries offer a full selection of whole life, term life, universal life, variable universal life,⁴ and survivorship products, along with variable⁴ and fixed annuities, and long term care and individual disability insurance. In addition, our agents have the opportunity to expand their practices through New York Life's subsidiaries and organizations. NYLIFE Securities LLC NYLIFE Securities LLC, member of FINRA and SIPC, a licensed insurance agency, is a wholly owned subsidiary of New York Life Insurance Company that provides competitive offers investment products and services to meet clients' varied and changing needs. Properly licensed registered representatives of NYLIFE Securities LLC have access to variable life and annuity products, mutual funds, and brokerage account services. Eagle Strategies LLC Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, is a registered investment adviser dedicated to providing clients with comprehensive financial planning and other investment advisory services. Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice they envision, and deliver the financial advice and services that are best suited to meet their clients' needs. The Nautilus Group The Nautilus Group is an exclusive membership based resource accessible to an elite group of approximately 200 experienced New York Life agents who are insurance and financial industry leaders and are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: family protection, estate and legacy planning, business succession and exit planning,executive benefits and philanthropy. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' sophisticated financial objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis and experienced financial insight. Note: Nautilus Members must qualify and pay a fee for this service. The Nautilus Group is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any strategies. Advanced Planning Group A team of over 30 professionals with credentials in law, accounting, insurance, and financial services. We help agents identify, and develop large life cases in the advanced markets. Available across the country for in-person or virtual meetings to analyze and support a variety of wealth strategies and planning objectives in these key areas: Business protection and succession Nonqualified executive benefit strategies Tax diversification and reduction strategies Wealth transfer and distribution strategies Transnational planning (non-U.S. citizen) Estate tax mitigation Asset protection Charitable giving strategies The Advanced Planning Group does not provide tax, legal, or accounting advice, and clients are advised to consult with their own advisors for tax, legal, and accounting advice Underwriting New York Life's underwriting team is constantly developing innovative underwriting solutions to help make the purchasing experience smoother for our financial professionals and their clients. Our experienced team of underwriters and medical directors is easily accessible and will help you make good business decisions. Cultural and Target Markets The world is a dynamic and diverse place, and our team is ready to help financial professionals service the needs of all their clients. This team of professionals provides support for agents working in the African American, Chinese American, Korean American, Latino, LGBT Q+, South Asian American, Vietnamese American, Women's, and Young Professionals Markets. This team offers select in-language materials and culturally relevant marketing and prospecting tools. New York Life Insurance Company University (NYLIC U) Our training program is among the best in the industry and provides opportunities for career-long learning. You can sharpen your skills, stay on top of industry issues, and grow and maintain your business. Learning options include distance e-learning, online courses, virtual classrooms, and traditional classrooms. Through New York Life's exclusive Practice Model learning paths, you can specialize in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning while pursuing industry designations such as Financial Services Certified Professional (FSCP ), Chartered Financial Consultant (ChFC ), Retirement Income Certified Professional (RICP ), or even Wealth Management Certified Professional (WMCP ). We cover the tuition cost of these designations for qualifying, participating agents.⁵ Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.⁶ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁷ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.² A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer.⁸ Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients.⁹ 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰ Offered by financial advisors for Eagle Strategies LLC. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. MDRT data as of July 2023. Offered by properly licensed registered representatives through NYLIFE Securities LLC, member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life Company. Tuition reimbursement is only available for American College courses. The Company reimburses eligible, participating agents with 100% of the cost of the following courses: FSCP , ChFC , RICP , and WMCP . The Company's tuition reimbursement policy is subject to change. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. A full list of our awards is available here: *************************************************************** All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. 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** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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.

Job Title: Patient Financial Services Advisor FLSA Status: Non -Exempt About us Physicians East, P.A.is a team of skilled healthcare professionals united to meet the challenge of delivering quality, cost-efficient, comprehensive healthcare to the people of Eastern North Carolina. Location & commitments FT/PT/Temp/PRN role based at our Greenville (other) location, Monday-Friday, 8a.m. - 5 p.m. Additional hours may be required to meet the needs of the business. Weekend work is rare but can occasionally be necessary. Supervision Received: Reports to the QMS Operations Supervisor and Operations Manager. Supervision Exercised: None. Typical Physical Demands: Work is performed in a high-volume office environment, which can be stressful at times. Involves frequent communication with patients, staff members and other medical facilities. Typical Working Conditions: Work requires sitting for long periods of time, some stooping, bending, and stretching may be required. Requires manual dexterity sufficient to operate a keyboard, type 40-wpm, telephone, fax machine and any other office equipment as necessary. Vision must be correctable to 20/20 and hearing must be within the normal range for telephone contacts. About the role The Patient Financial Services Advisor I is responsible for the research, investigation, and resolution of outstanding medical patient accounts receivable. The Patient Financial Services Advisor I is also responsible for communication and resolution of patient inquiries and negotiate payment plans; distribute and monitor calls requiring additional research, receiving payment, and posting amount to customer's account; preparing statements to credit department if customer fails to respond; and keeping records of collection and status of accounts. The Patient Financial Services Advisor I assist with maintaining assigned accounts receivables at appropriate levels. The Patient Financial Services Advisor I contact patients and insurance department on delinquent accounts. Responsibilities: Make outgoing phone calls to patients to secure acceptable payments, payment arrangements, and or obtain necessary medical billing insurance information. Receive incoming phone calls from patients to discuss statements and collect payments. Review daily/weekly reports and update accounts accordingly. Prepare and present reports on collection activities and process -when requested Track and monitor outstanding accounts receivable balances for determination of next steps in the medical collections process. Provide clear communication and excellent customer service on collection issues to patients, and internal business associates (physicians, office staff, management, etc.). Updating the practice management billing system to identify actions that have been taken on the account. Adhering to the Fair Debt Collection Practices Act (FDCPA) and all applicable HIPAA, state/National laws governing the collection of outstanding medical accounts receivable. Processing patient financial assistance discount applications, using established Federal Poverty Guidelines. After investigation, resubmit claims or submit corrected claims. Write and submit denials to third party payers. Negotiate and advise on collection of overdue bills and take appropriate action to recover overdue payments. Responsible for developing, implementing, maintaining, and managing organization policies on collection practices. May work with legal counsel regarding more complex collection cases. Completes work request timely and in accordance with instruction and production goals. Performs all the tasks necessary to maintain current and accurate account information in each of the appropriate systems (i.e., entering notes, claims on hold). Brings problems and troubling accounts, as well as related questions, to his/her immediate supervisor's attention daily. Perform other duties/projects as assigned by management. Candidate requirements: High school diploma or equivalent; Associate's/Bachelor's degree is preferred. At least 2-3 years of relevant experience in medical patient collections within a hospital or healthcare practice required. Clear, professional communication skills, specifically telephone voice and technique. Experience with an Electronic Medical Record (EMR) and practice management system is required. Proficiency utilizing Microsoft Office suite of products. Knowledge of Medicare/Medicaid and major insurance carriers preferred. Working knowledge of the Fair Debt Collection Practices Act (FDCPA) preferred. Working knowledge of ICD-9 / CPT medical coding and billing, and Medical terminology preferred. Strong analytical and research skills. Problem-solving and critical-thinking skills Ability to submit appeals with supportive medical documentation. Ability to apply correct deductible, co-insurance, co-payment. Ability to apply correct benefits for Par, non-par provider, single case agreement. Excellent communication and interpersonal skills, both verbal and written. Ability to establish and maintain effective working relationships with patients, employees, and the public. Must be well organized, detail-oriented and have good time management skills. Affirmative Action/EEO statement Physicians East, P.A.is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, religion, creed, sex (including gender, pregnancy, sexual orientation, and gender identity, which includes status as a transgender individual), national origin or ancestry, citizenship, past, current, or prospective service in the uniformed services, genetic information (including family medical history), physical or mental disability, or other legally protected status. Reasonable accommodation will be made for persons with disabilities during the application process and/or at the time of employment. Requests for accommodation should be made to the Human Resources Department as early as possible in the application/employment process. Contact HR Office at ************ or email ************************** Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases. Maintains expertise with the current investment product portfolio to ensure optimum marketing potential. Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management. Job Requirements College degree or equivalent experience required. 2-4 years relevant experience. Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required. Ability to foster and cultivate relationships with prospective and existing customers. Excellent presentation skills to enhance the organization's image to prospective customers. Ability to communicate effectively and clearly to a broad range of existing and potential customers. Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments. Innovation and flexibility are essential to meet the demands of an ever-changing market. Excellent analytical skills are needed to recommend the appropriate products and services to customers. Ability to work with a team and share knowledge and skills. Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements. The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. Position Duties: Achieve or exceed individual revenue goals as defined on an annual basis. Meet or exceed all branch matrix goals for assigned territory if applicable. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with FA role as evidenced on internal / external audits, compliance items and customer-initiated complaints. Maintain required continuing education professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Execute on key internal partnering activities including regular branch visits, banker / branch trainings and area meetings. Create strong external relationships in an effort to develop referral sources and meet appointment objectives. Network in the community to enhance the bank's image and forge relationships. Provide active mentoring and coaching to the Assistant Financial Advisor. Qualifications: Bachelor's Degree or Equivalent Experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Experience: Between 2-4 years Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Specialized Knowledge: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner. Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. Thorough understanding of economic principles and compliance standards.

Description & Requirements The Strategy & Finance Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth, and address workforce challenges-all while meeting the unique needs of their communities. In a rapidly evolving landscape, the team brings deep expertise across the care continuum to guide strategic and financial planning. Their practical, data-driven approach helps organizations navigate regulatory shifts, payment reform, and operational complexity with confidence and clarity. What You Will Do: * Guide the strategic vision and direction of healthcare organizations to drive profitability and sustainable growth. * Conduct preliminary research and analyze existing data to understand key issues and inform decision-making. * Identify, assess, and recommend solutions across a broad range of strategic and operational engagements. * Perform comprehensive performance assessments, including financial, operational, and clinical benchmarking, as well as economic analysis. * Evaluate strategic recommendations within financial, organizational, and operational frameworks to ensure feasibility and successful implementation. * Continuously learn and develop technical expertise relevant to our consulting practice and the healthcare clients we serve. * Collaborate effectively both independently and within team environments. * Build and maintain relationships with healthcare professionals across service lines to stay informed about the firm's offerings and support coordinated business development efforts. * Support engagement teams on both client-facing and internal projects, including client and engagement management, data analysis, solution implementation, and delivery of results. Minimum Qualifications: * Bachelor's or Master's Degree in a Business or Healthcare discipline * Intermediate to Advanced skill sets in Microsoft Office products (Word, Excel and PowerPoint) * Ability to travel up to 50%, based on client commitments Preferred Qualifications: * 1+ year(s) of relevant experience in the healthcare industry * MBA, MHA, MPH, or MPA #LI-BHAM, #LI-ATL, #LI-IND, #LI-CLTSP, #LI-GVNC, #LI-RAL, #LI-CIN, #LI-NASH, #LI-RICH, #LI-TYS #LI-CH2

Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. Our Financial Consultants serve as the subject matter experts in advising and selling investment opportunities to our mass affluent clients and prospects. You will get to foster and cultivate relationships with branch partners to help our clients enhance their financial goals with financial planning and investment strategies. You will focus on business development and client prospecting to expand our investment relationship within a particular territory. If you are a highly self-motivated person that thrives as an individual producer in a team environment, our Financial Consultant position could be the perfect opportunity. Responsibilities * Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals. * Client Service - Meets with clients and prospects to update client goals by leveraging financial planning Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management. Provides ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring goals. Utilizes investment proficiency to assist mass affluent individuals in managing their finance. * Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies. * Relationship Development - Develops and maintains strong relationships with mass affluent individuals to meet or exceed production goals. Identifies tools or methods to enhance personal service and referral performance. Works with Bank partners and external centers of influence to source new business opportunities. Qualifications * Bachelor's Degree and 6 years of Financial Services experience OR High School Diploma or GED and 10 years of Financial Services experience * Must have valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

We are seeking a proactive, detail oriented, and intellectually curious Analyst to support the Information Services (IS) division in financial planning and intake coordination efforts. Reporting to IS Planning leadership, you will collaborate across departments to refine financial and intake processes, supporting effective oversight of IS projects and operational activities. Your contributions will help optimize resource allocation, drive organizational efficiency, and align IS initiatives with strategic priorities. This role offers growth opportunities through hands on analysis of budgets, financial performance, and project intake requests. You will evaluate financial viability, support budget development, and contribute to process improvement, enabling informed decision making and efficient planning. Responsibilities * Contribute to all phases of financial planning within the IS division's annual cycle, supporting capital and operating budget development. * Track financial performance across IS projects and departments; investigate variances and recommend corrective actions. * Analyze financial data to identify trends, cost drivers, and opportunities for cost optimization. * Collaborate with Finance and internal stakeholders to ensure IS budgets align with organizational goals. * Support FTE financial tracking and cost allocation for IS initiatives, including accurate reporting for capitalization and forecasting. * Maintain accurate and timely financial data to support planning, reporting, and audit readiness. * Administer the IS intake process by partnering with project stakeholders and department leaders; manage daily project request activities. * Validate intake documentation, facilitate prioritization discussions, and ensure alignment with IS strategy. * Gather feedback, document processes, and recommend enhancements to intake workflows. * Maintain intake records and generate reports to support planning, prioritization, and resource allocation. * Assist in annual planning activities, including project sequencing and intake review sessions. * Support the evaluation and prioritization of IS projects, empowering governance committees to make well-informed decisions. * Maintain a comprehensive view of key financial and intake metrics to inform strategic direction and drive positive outcomes. * Collect, validate, and analyze financial and intake related data to support planning and decision-making. * Develop and maintain dashboards, scorecards, and visualizations for leadership updates and planning sessions. * Prepare reports and presentation materials that communicate financial and intake insights to stakeholders. * Identify and resolve data discrepancies in collaboration with project teams and IS leadership. Minimum Requirements * Bachelor's degree or higher in Finance, Business Administration, Information Systems, or a related field required. * Minimum of one to three years of experience in financial planning, analysis, project coordination, or a related role required. * Demonstrated proficiency in Microsoft Office applications, particularly Excel; experience with StrataJazz, ServiceNow, project portfolio management (PPM) tools, or financial systems is preferred. * Experience with data visualization and reporting tools such as Power BI, Tableau, or similar platforms is also preferred. * Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights. * Excellent organizational and time management skills, with the ability to manage multiple priorities in a dynamic environment. * Effective written and verbal communication skills, with the ability to present financial and planning information clearly to various audiences. * Ability to work independently and collaboratively across cross-functional teams. * Familiarity with healthcare IT, hospital operations, or enterprise planning processes is preferred but not required. * Understanding of project intake, budgeting, and forecasting processes within a large organization is a plus. Pay Range $72,259.20 - $105,328.08 ECU Health About ECU Health ECU Health is a mission-driven, 1,708-bed academic health care system serving more than 1.4 million people in 29 eastern North Carolina counties. The not-for-profit system is comprised of 13,000 team members, nine hospitals and a physician group that encompasses over 1,100 academic and community providers practicing in over 180 primary and specialty clinics located in more than 130 locations. The flagship ECU Health Medical Center, a Level I Trauma Center, and ECU Health Maynard Children's Hospital serve as the primary teaching hospitals for the Brody School of Medicine at East Carolina University. ECU Health and the Brody School of Medicine share a combined academic mission to improve the health and well-being of eastern North Carolina through patient care, education and research. General Statement It is the goal of ECU Health and its entities to employ the most qualified individual who best matches the requirements for the vacant position. Offers of employment are subject to successful completion of all pre-employment screenings, which may include an occupational health screening, criminal record check, education, reference, and licensure verification. We value diversity and are proud to be an equal opportunity employer. Decisions of employment are made based on business needs, job requirements and applicant's qualifications without regard to race, color, religion, gender, national origin, disability status, protected veteran status, genetic information and testing, family and medical leave, sexual orientation, gender identity or expression or any other status protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer, or against any individuals who assist or participate in the investigation of any complaint. Share:

Performs specialized accounting tasks in support of the County's payroll and other finance operations with the County. Work involves applying established accounting or administrative procedures, principles of bookkeeping, and basic fund accounting to the review and processing of payroll, accounting and other financial documents. Work is characterized by use of automated accounting payrolls, ledgers, registers, statements, vouchers, and other fiscal documents. Work includes completing all federal and state payrolls, deductions, journal entries, reconciling accounts or cash and compiling a variety of reports to maintain compliance with state and federal laws in the reporting of payroll. This position assists the Finance Director in specialized research of data and account analysis related to budget and other accounting systems. Independence of action, judgment and initiative are required in the performance of duties. Work is performed under general supervision of the Finance Director and is evaluated through conferences, accuracy and completeness of records and reports, and by independent audit of financial records. Maintains and processes monthly payroll for County employees; enters payroll and deduction changes, performs payroll calculations of EMS fluctuating workweek, generates final proof for review of accuracy, prints payroll checks and direct deposit advices and disburses to employees; generates monthly reports and journal entries as required. Records and prepares all federal and state payroll reports. Processes monthly accruals of leave balances and oversees data entry of time records by departments; generates monthly accrual records. Works with departments to ensure accurate reporting of time records, including development of spreadsheets to assist in this effort. Reconciles and processes payments for payroll deductions to vendors through accounts payable and on-line banking systems; posts accounts payable cash disbursements and line item transfer requests; maintain monthly reporting and documentation for retiree post employment benefits. Prepares various accounting, financial, or fiscal statements, reports, or other supporting documents, on monthly, quarterly or annual basis, including payroll tax reports and W-2's. Process journal entries for weekly drafts of claims payment for medical, dental, prescription drugs and workers compensation, and prepare analysis of these costs for Finance Director for the purpose of Budget and reporting for audited financial statements. Reconciles monthly banks statements for the Inmate Fund and employee flexible spending accounts. Prepares reports for Cost Share Program for Soil and Water Conservation. Reconciles and supports salaries for NC Cooperative Extension through the State; prepares annual voucher of expenses and requests reimbursement. Compiles spreadsheets and data for the annual workers compensation audit, and the annual financial audit. Additional Job Duties Provides backup support for other accounting functions as needed. Performs related duties as required. General knowledge of payroll, employee benefits/leaves, public bookkeeping practices and procedures. General knowledge of laws, rules, regulations, policies and practices to follow in the payroll and accounting functions. Working knowledge of accounting systems, policies, and procedures. Working knowledge of payrolls and computer operations. Ability to understand and apply policies to the maintenance of a variety of financial records and reports. Ability to use a calculator and a computer for the maintenance of accounting, payroll and other fiscal records. Ability to make arithmetic computations accurately. Ability to maintain accurate records and prepare a variety of reports. Ability to verify accounting and other financial documents and forms for accuracy and completeness. Ability to establish and maintain effective working relationships with department heads, employees, and the general public. Ability to communicate effectively in oral and written forms. Graduation from high school with additional coursework in accounting or bookkeeping and substantial experience in an accounting or fiscal office environment; or an equivalent combination of education and experience.

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve. Participates in the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including reviewing budget requests and recommending changes to achieve goals and objectives. Responsibilities: 1. Maintain communication with assigned department managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned departments regarding budgeting system and procedures. 2. Monitors and analyzes budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned departments. Analyzes and evaluates departmental budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and as needed presents fiscal data of assigned departments. 3. Prepares and coordinates distribution of financial reports and analysis for management and external agencies. May present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation. 4. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB. 5. Utilizes various computer financial information systems in the preparation of analysis, evaluation and reports relating to assigned areas. Recommends operational procedures and ways to improve efficiency and/or effectiveness. Other information: Education Requirements: ● Master's degree or equivalent. Licensure/Certification Requirements: ● No licensure or certification required. Professional Experience Requirements: ● If a Master's degree: no prior experience required. ● If a Bachelor's degree: Three (3) years of experience in public accounting or management of an operational unit. ● If an Associate's degree: Seven (7) years of experience in public accounting or management of an operational unit. ● If a High School diploma or GED: Eleven (11) years of experience in public accounting or management of an operational unit. Knowledge/Skills/and Abilities Requirements: ● Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data. Job Details Legal Employer: Lenoir Health Entity: UNC Lenoir Health Care Organization Unit: Finance Work Type: Full Time Standard Hours Per Week: 40.00 Work Assignment Type: Onsite Work Schedule: Day Job Location of Job: LENOIR MEM Exempt From Overtime: Exempt: Yes Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 3 out of 4 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Job DescriptionWe're looking for experienced financial professionals to join our team dependable team. Whether you're looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance Company. So if you're interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help. We are dedicated to prudent financial management and impeccable service. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We're looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently. Outgoing personality with the ability to develop relationships (i. e. , “People Person") and a sincere desire to help others. Fearless, positive attitude and willingness to be accountable for results. Organized, detail-oriented, and excellent time-management skills. Desire for continuous learning. Good communicator-you have excellent listening skills and the ability to explain complex information in a simple and concise manner. Why New York Life? From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities. Our extensive, agent-focused resources include: Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path. The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales. Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support. Dedicated underwriters who work diligently on cases. Committed managers who are dedicated to helping you succeed. A team of highly-trained and experienced product consultants to support your client acquisition needs. Significant income potential. Competitive benefits. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2013 Fortune 100 list. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor's (AA+); A. M. Best (A++); Moody's (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1827569 (Exp. 7/1/20) IND123

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? EEO Statement 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. Company Description 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. Awards and 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 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 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.

Job Title: Patient Financial Services Advisor FLSA Status: Non -Exempt About us Physicians East, P.A.is a team of skilled healthcare professionals united to meet the challenge of delivering quality, cost-efficient, comprehensive healthcare to the people of Eastern North Carolina. Location & commitments FT/PT/Temp/PRN role based at our Greenville (other) location, Monday-Friday, 8a.m. - 5 p.m. Additional hours may be required to meet the needs of the business. Weekend work is rare but can occasionally be necessary. Supervision Received: Reports to the QMS Operations Supervisor and Operations Manager. Supervision Exercised: None. Typical Physical Demands: Work is performed in a high-volume office environment, which can be stressful at times. Involves frequent communication with patients, staff members and other medical facilities. Typical Working Conditions: Work requires sitting for long periods of time, some stooping, bending, and stretching may be required. Requires manual dexterity sufficient to operate a keyboard, type 40-wpm, telephone, fax machine and any other office equipment as necessary. Vision must be correctable to 20/20 and hearing must be within the normal range for telephone contacts. About the role The Patient Financial Services Advisor I is responsible for the research, investigation, and resolution of outstanding medical patient accounts receivable. The Patient Financial Services Advisor I is also responsible for communication and resolution of patient inquiries and negotiate payment plans; distribute and monitor calls requiring additional research, receiving payment, and posting amount to customer's account; preparing statements to credit department if customer fails to respond; and keeping records of collection and status of accounts. The Patient Financial Services Advisor I assist with maintaining assigned accounts receivables at appropriate levels. The Patient Financial Services Advisor I contact patients and insurance department on delinquent accounts. Responsibilities: * Make outgoing phone calls to patients to secure acceptable payments, payment arrangements, and or obtain necessary medical billing insurance information. * Receive incoming phone calls from patients to discuss statements and collect payments. * Review daily/weekly reports and update accounts accordingly. * Prepare and present reports on collection activities and process -when requested * Track and monitor outstanding accounts receivable balances for determination of next steps in the medical collections process. * Provide clear communication and excellent customer service on collection issues to patients, and internal business associates (physicians, office staff, management, etc.). * Updating the practice management billing system to identify actions that have been taken on the account. * Adhering to the Fair Debt Collection Practices Act (FDCPA) and all applicable HIPAA, state/National laws governing the collection of outstanding medical accounts receivable. * Processing patient financial assistance discount applications, using established Federal Poverty Guidelines. * After investigation, resubmit claims or submit corrected claims. * Write and submit denials to third party payers. * Negotiate and advise on collection of overdue bills and take appropriate action to recover overdue payments. * Responsible for developing, implementing, maintaining, and managing organization policies on collection practices. * May work with legal counsel regarding more complex collection cases. * Completes work request timely and in accordance with instruction and production goals. * Performs all the tasks necessary to maintain current and accurate account information in each of the appropriate systems (i.e., entering notes, claims on hold). * Brings problems and troubling accounts, as well as related questions, to his/her immediate supervisor's attention daily. * Perform other duties/projects as assigned by management. Candidate requirements: * High school diploma or equivalent; Associate's/Bachelor's degree is preferred. * At least 2-3 years of relevant experience in medical patient collections within a hospital or healthcare practice required. * Clear, professional communication skills, specifically telephone voice and technique. * Experience with an Electronic Medical Record (EMR) and practice management system is required. Proficiency utilizing Microsoft Office suite of products. * Knowledge of Medicare/Medicaid and major insurance carriers preferred. * Working knowledge of the Fair Debt Collection Practices Act (FDCPA) preferred. * Working knowledge of ICD-9 / CPT medical coding and billing, and Medical terminology preferred. * Strong analytical and research skills. * Problem-solving and critical-thinking skills * Ability to submit appeals with supportive medical documentation. * Ability to apply correct deductible, co-insurance, co-payment. * Ability to apply correct benefits for Par, non-par provider, single case agreement. * Excellent communication and interpersonal skills, both verbal and written. * Ability to establish and maintain effective working relationships with patients, employees, and the public. * Must be well organized, detail-oriented and have good time management skills. Affirmative Action/EEO statement Physicians East, P.A.is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, religion, creed, sex (including gender, pregnancy, sexual orientation, and gender identity, which includes status as a transgender individual), national origin or ancestry, citizenship, past, current, or prospective service in the uniformed services, genetic information (including family medical history), physical or mental disability, or other legally protected status. Reasonable accommodation will be made for persons with disabilities during the application process and/or at the time of employment. Requests for accommodation should be made to the Human Resources Department as early as possible in the application/employment process. Contact HR Office at ************ or email ************************** Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve. Participates in the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including reviewing budget requests and recommending changes to achieve goals and objectives. Responsibilities: 1. Maintain communication with assigned department managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned departments regarding budgeting system and procedures. 2. Monitors and analyzes budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned departments. Analyzes and evaluates departmental budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and as needed presents fiscal data of assigned departments. 3. Prepares and coordinates distribution of financial reports and analysis for management and external agencies. May present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation. 4. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB. 5. Utilizes various computer financial information systems in the preparation of analysis, evaluation and reports relating to assigned areas. Recommends operational procedures and ways to improve efficiency and/or effectiveness. Other information: **Education Requirements:** ● Master's degree or equivalent. **Licensure/Certification Requirements:** ● No licensure or certification required. **Professional Experience Requirements:** ● If a Master's degree: no prior experience required. ● If a Bachelor's degree: Three (3) years of experience in public accounting or management of an operational unit. ● If an Associate's degree: Seven (7) years of experience in public accounting or management of an operational unit. ● If a High School diploma or GED: Eleven (11) years of experience in public accounting or management of an operational unit. **Knowledge/Skills/and Abilities Requirements:** ● Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data. **Job Details** Legal Employer: Lenoir Health Entity: UNC Lenoir Health Care Organization Unit: Finance Work Type: Full Time Standard Hours Per Week: 40.00 Work Assignment Type: Onsite Work Schedule: Day Job Location of Job: LENOIR MEM Exempt From Overtime: Exempt: Yes Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation. Qualified applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job DescriptionNew York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy) Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a Pension Plan, New York Life is one of them) Significant income potential plus Training allowance We have a brand new contract that will include a base salary plus commissions The opportunity to work for a Fortune 100 company Building long-lasting relationships both inside and outside the company About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades. . . We're proud of our financial strength. • A++ Superior (A. M. Best)• AAA Exceptionally Strong (Fitch)• Aaa Exceptional (Moody's)• AA+ Very Strong (Standard & Poor's)

This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. The posting may close early due to the volume of applicants. 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. 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? 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 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 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. 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.

Job Title: Patient Financial Services Advisor FLSA Status: Non -Exempt About us Physicians East, P.A.is a team of skilled healthcare professionals united to meet the challenge of delivering quality, cost-efficient, comprehensive healthcare to the people of Eastern North Carolina. Location & commitments FT/PT/Temp/PRN role based at our Greenville (other) location, Monday-Friday, 8a.m. - 5 p.m. Additional hours may be required to meet the needs of the business. Weekend work is rare but can occasionally be necessary. Supervision Received: Reports to the QMS Operations Supervisor and Operations Manager. Supervision Exercised: None. Typical Physical Demands: Work is performed in a high-volume office environment, which can be stressful at times. Involves frequent communication with patients, staff members and other medical facilities. Typical Working Conditions: Work requires sitting for long periods of time, some stooping, bending, and stretching may be required. Requires manual dexterity sufficient to operate a keyboard, type 40-wpm, telephone, fax machine and any other office equipment as necessary. Vision must be correctable to 20/20 and hearing must be within the normal range for telephone contacts. About the role The Patient Financial Services Advisor I is responsible for the research, investigation, and resolution of outstanding medical patient accounts receivable. The Patient Financial Services Advisor I is also responsible for communication and resolution of patient inquiries and negotiate payment plans; distribute and monitor calls requiring additional research, receiving payment, and posting amount to customer's account; preparing statements to credit department if customer fails to respond; and keeping records of collection and status of accounts. The Patient Financial Services Advisor I assist with maintaining assigned accounts receivables at appropriate levels. The Patient Financial Services Advisor I contact patients and insurance department on delinquent accounts. Responsibilities: Make outgoing phone calls to patients to secure acceptable payments, payment arrangements, and or obtain necessary medical billing insurance information. Receive incoming phone calls from patients to discuss statements and collect payments. Review daily/weekly reports and update accounts accordingly. Prepare and present reports on collection activities and process -when requested Track and monitor outstanding accounts receivable balances for determination of next steps in the medical collections process. Provide clear communication and excellent customer service on collection issues to patients, and internal business associates (physicians, office staff, management, etc.). Updating the practice management billing system to identify actions that have been taken on the account. Adhering to the Fair Debt Collection Practices Act (FDCPA) and all applicable HIPAA, state/National laws governing the collection of outstanding medical accounts receivable. Processing patient financial assistance discount applications, using established Federal Poverty Guidelines. After investigation, resubmit claims or submit corrected claims. Write and submit denials to third party payers. Negotiate and advise on collection of overdue bills and take appropriate action to recover overdue payments. Responsible for developing, implementing, maintaining, and managing organization policies on collection practices. May work with legal counsel regarding more complex collection cases. Completes work request timely and in accordance with instruction and production goals. Performs all the tasks necessary to maintain current and accurate account information in each of the appropriate systems (i.e., entering notes, claims on hold). Brings problems and troubling accounts, as well as related questions, to his/her immediate supervisor's attention daily. Perform other duties/projects as assigned by management. Candidate requirements: High school diploma or equivalent; Associate's/Bachelor's degree is preferred. At least 2-3 years of relevant experience in medical patient collections within a hospital or healthcare practice required. Clear, professional communication skills, specifically telephone voice and technique. Experience with an Electronic Medical Record (EMR) and practice management system is required. Proficiency utilizing Microsoft Office suite of products. Knowledge of Medicare/Medicaid and major insurance carriers preferred. Working knowledge of the Fair Debt Collection Practices Act (FDCPA) preferred. Working knowledge of ICD-9 / CPT medical coding and billing, and Medical terminology preferred. Strong analytical and research skills. Problem-solving and critical-thinking skills Ability to submit appeals with supportive medical documentation. Ability to apply correct deductible, co-insurance, co-payment. Ability to apply correct benefits for Par, non-par provider, single case agreement. Excellent communication and interpersonal skills, both verbal and written. Ability to establish and maintain effective working relationships with patients, employees, and the public. Must be well organized, detail-oriented and have good time management skills. Affirmative Action/EEO statement Physicians East, P.A.is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, religion, creed, sex (including gender, pregnancy, sexual orientation, and gender identity, which includes status as a transgender individual), national origin or ancestry, citizenship, past, current, or prospective service in the uniformed services, genetic information (including family medical history), physical or mental disability, or other legally protected status. Reasonable accommodation will be made for persons with disabilities during the application process and/or at the time of employment. Requests for accommodation should be made to the Human Resources Department as early as possible in the application/employment process. Contact HR Office at ************ or email ************************** Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job DescriptionAre you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial professional to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As financial professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing financial professionals. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients. 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)

**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: 3305 A Nash Street Nw, Wilson, NC This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. 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:** $61800.00 **Hiring Maximum:** $65600.00 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.