Finance Advisor Full Time jobs

Job Details Vienna VA - Vienna, VA Full Time DayDescription Unlock Your Potential as a Financial Advisor! Are you passionate about building lasting relationships and helping clients achieve their financial goals within a fiduciary? As a Financial Advisor, you'll collaborate closely with senior advisors to provide tailored, expert guidance, ensuring clients receive top-tier planning advice. Supported by a team of technical specialists, you'll be instrumental in delivering personalized financial strategies while managing and nurturing existing relationships. You'll also have the exciting opportunity to grow your own network and contribute to the firm's success by developing new business. Join us and make a meaningful impact in the lives of our clients. The Financial Advisor I can expect to focus in the following areas: Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way” Assume co-advisory/service relationships with a number of existing clients. Take lead on routine and follow-up contact with clients Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification Participate in new client relationship development, including management of current client contact and communications. Participate in planning meetings regarding new prospects/new clients Coordinate follow-up workflow on new clients Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule. Develop knowledge and familiarity with Savant's Ideal Future Platform Roadmap Process and Investment Processes such that you can communicate and sell our services to prospective clients and centers of influence. Maintain team approach by assisting and filling in for others. A couple things to note about our Financial Advisor I position: This role is located in our Vienna, VA Office and will be expected to be in office at least 4 days per week. In addition to base salary, this role is eligible for performance incentives related to business development objectives. Collective Wisdom. We're Better Together. For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you. Qualifications The Financial Advisor I position typically requires the following qualifications: Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage plans and manage client relationships Bachelor's Degree from an accredited college or university; MBA (ideal) Certified Financial Planner™ certification required. All Financial Advisor applicants must have a clean U4 with no disclosures. Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software Financial planning/wealth management acumen, judgment and experience Excellent communication and listening skills Client first attitude A team player, collaborative, able to work with and through others Why Join Us? We are a growing, fee-only, independent, majority employee-owned RIA. We believe in collaboration, innovation, excellence, doing what's right, and helping our team to provide world class service. We help our clients reach their ideal futures. Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve. The Perks: At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process. Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment. Choice of Medical Plans: Select from two medical plans tailored to fit your needs. Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses. Flexible Dental Coverage: Choose between two dental plan options for optimal oral health. Vision Insurance: Keep your eyes healthy with our vision insurance plan. Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits. Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans. 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match. Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays. Employee Recognition: Be celebrated with monetary awards through our recognition program. Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities. Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it. Exclusive Discounts: Take advantage of various discount programs for additional savings. Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy. Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer. All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Financial Advisor --> Non-Corporate Woodbridge, VA • ID: WDB 2024 • Full-Time/Regular **4 out of 5 of our Advisors are veterans or military spouses** **Who we are:** First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB **What our Advisors do:** * Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community * Coach military families on how to build a holistic financial plan including aspects of: + Savings + Investments + Insurance **What we offer:** * A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice * Tools and support to guide you through the licensing process * Opportunities for professional development * The ability to be in control of your career trajectory and to be compensated based on your work and the results you achieve * Portable career opportunities throughout the United States and overseas **Desired Qualifications:** * Military experience or association * Bachelor's degree * Proven leadership skills First Command has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit ********************* In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. **Required Skills** #LI-VH1

Full-time Description This position is responsible for providing existing and prospective clients with information and advice 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. What you'll do · Determines specific customer financial and investment needs. · Provides advice to customers on personal investment product purchases. · Maintains a high level of profitable sales which meet or exceed goals. · Keeps all required licenses in good standing. · Maintains expertise with current investment product portfolio. · Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business. · Keeps informed of industry product trends and issues. · Engages in proactive learning to stay apprised of tax and investment updates. · Acts as a resource to other licensed Investment Associates and Wealth Management professionals. Requirements Where you'll shine · College degree or equivalent experience required. · 1-5 years relevant experience. · Certification/License: Series 7, 66 and life insurance licenses required; additional licensure is encouraged. · 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. · 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 and collegial manner consistent with regulatory requirements. · Ability to build positive and collaborative relationships with colleagues within the Bank. Where we shine · Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off · Supporting associates and their families; we embrace the importance of caring for oneself and our families · Surrounding ourselves with smart, driven, and diverse individuals · Valuing integrity, commitment regarding our daily duties, and the Bank as a whole · Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees' value · Devoted to the communities in which we serve as we help those who form the creative backbone of our market's future economy and business value · Bank of Clarke is “Great Place to Work” Certified through June 2025 · “Top Virginia Employer for Interns” award recipient (2023, 2024) through Virginia Talent and Opportunity Partnership (V-TOP) Working Conditions: The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. EEO M/F/V/D

**Atria Wealth Solutions** **Financial Advisor** **Financial Institution - Richmond, VA - Full Time** Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a **Financial Advisor** to provide retirement and investment services to its member base in and around the Richmond, Virgina area. Argent Credit Union is a full-service, not-for-profit financial cooperative headquartered in Chester Virginia with eight branch locations throughout the Richmond-metro area. Founded in 1956 originally to serve the employees of the DuPont Spruance facility in Chesterfield Virginia, Argent Credit Union is now a community-focused credit union with $500 million in assets serving nearly 40,000 members. **As a Financial Advisor** your responsibilities include, but are not limited to, the following: * Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. * Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager. * Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned branch staff on a regular basis as well as other key areas within the CU. Provides ongoing training and coaching of staff to increase the quality and quantity of member leads to the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. * Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative. * Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.) Required Qualifications: * Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses * Clean U-4 and Background * Two or more years of sales experience in the financial services industry, preferably in a bank or credit union * Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop * Experience and aptitude with working with a broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc. to process business, as well as the use of a CRM to document all interactions and activities * Commitment to supporting, and contributing to, a team-oriented culture Desired Qualifications * Undergraduate Degree in Business, Finance, or related field * Certified Financial Planner (CFP) designation a plus * Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment * An advanced level of performance and work ethic requiring minimum supervision EOE *****Representatives are employed by and registered through CFS (Member*** ***/******). To learn more about CUSO Financial Services, L.P. visit*** ***.*** CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

West Creek 7 (12077), United States of America, Richmond, VirginiaManager- Finance Data Risk Advisor (Hybrid) Capital One is seeking a motivated professional for a Manager position within the Finance Risk Management (FRM) team. FRM associates are engaged and insightful risk management partners working across the Finance organization to execute robust and proactive risk management programs, improve effectiveness and efficiency of operation while reducing risk and influencing risk stakeholders, i.e., risk offices, compliance, internal audit, and regulators. FRM strives to enable a strong culture of risk management across Finance that is adaptable to a continually changing environment. This position will support our Finance Product and Data Solutions (FPDS) organization with a heavy focus on risks that may be present within our Finance data management framework, while also supporting the risk strategy for our growing Finance product teams. Risk considerations for this organization are varied, although are generally aligned to governance or processes related to data compliance and technologies utilized to meet organizational goals. This role will also have opportunities to engage in other finance-related initiatives in support of our business partners or the FRM team. Strong problem solving, influencing, and communication skills with an ability to work strategically within and beyond the Finance division will contribute to the candidate's success. Key responsibilities of this role include: Primary data risk lead for FPDS with an expectation to direct the work of other risk associates; Support the Finance Divisional Data Risk Officer and performing teams to drive the Finance data risk strategy in a balanced, well managed manner; Contribute to FRM strategy development to enhance risk oversight for the broader FPDS organization; Foster productive networks and relationships to provide excellent advisory services to FPDS stakeholders; Perform risk assessments to ensure the FPDS organization is adhering to internal risk and control policies and standards, e.g. Enterprise Risk Management, Information and Data Management, or Technology Operations; Synthesize information from disparate sources in a manner that enables FRM to influence business, product, and tech leaders to make grounded, risk-based decisions - identify themes to support the risk story; Lead preparation and support the execution of audit and regulatory exams as they pertain to assigned areas; Identify opportunities to collaborate within and beyond FRM to continually mature our risk office practices and governance; Champion ideas related to process or controls automation and the consideration of relevant/emerging technologies as a means to mitigate risks; Develop and maintain documentation to include procedures, presentations or training materials. Basic Qualifications: Bachelor's Degree or military experience At least 5 years of experience in Finance-related roles At least 5 years of Risk Management practice Preferred Qualifications: 3+ years of experience advising on or validating the effectiveness of Operational Risks - Data Management, Technology and/or Business Process risks; 2+ years of U.S. Data Privacy and Compliance experience 2+ years working within cross functional and/or matrixed teams with responsibility for directing and prioritizing the team's work; Risk Management, Data Privacy Compliance and/or Product Management certifications (APRM, CIPM, CDMP, CPM, etc.); Experience working within the product or project management lifecycle; Education and/or experience with cloud-based technologies; Strong critical thinking with an ability to flex among and balance changing priorities; Experience with Google Suite. At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybrid meaning associates typically spend about half of their time (2-3 days per week) in-person at one of our offices listed on this job posting. Monday and Fridays are enterprise- wide virtual work days. Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

SUN LIFE FINANCIAL ADVISOR page is loaded **SUN LIFE FINANCIAL ADVISOR** **SUN LIFE FINANCIAL ADVISOR** locations Richmond, British Columbia time type Full time posted on Posted 26 Days Ago job requisition id JR00034435 You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. **Job Description:** Req#JR00034435 FC181Richmond **SUN LIFE FINANCIAL ADVISOR** Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That's because being a successful advisor is not just about what's on your resume. It's about who you are as a person. If this sounds like you, let's talk! * **Unlimited earning potential** with compensation that is tied to your achievements and provides an ongoing stream of income. * “Earn while you learn” **monthly bonuses** to provide financial stability as you develop your skills in a new career. * A **purpose-driven career** helping people in your community become more financially secure. * The **independence** and **flexibility** to build your work around the important things in your life. * Hands-on dedicated **local support** to help you develop the skills to successfully launch, develop, and grow your business. * A **recognition program** that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. * **Leading-edge technology** so you can do business easily anytime, anywhere. * A **culture** that celebrates excellence and inclusivity. Here are some of the more common activities performed by successful financial advisors: * Prepare and execute strategies to attract and connect with new Clients. * Conduct meetings with prospective and existing Clients. * Review their current financial state and gather information about their future goals. * Build a financial roadmap to help them achieve these goals. * Recommend and implement suitable insurance and investment products that align with this financial roadmap. * Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) * On-going training and professional development to remain current with industry changes. * Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). * Stay connected within their community through ongoing networking activities, marketing, and referrals. **The person we are looking for:** * Has a history of achievement (professional, academic, athletics, etc.). * Enjoys engaging, developing, and maintaining relationships with people. * Is disciplined and self-motivated. * Is goal-oriented with a strong work ethic. * Is a continuous learner with a deep interest in helping others. * Has excellent communication skills. * Has a College/University degree and some professional experience. **Assets (optional):** * Demonstrated ability to motivate others to action. * Business development skills. * LLQP and/or Mutual Fund license or course/exam completion. **Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.** To learn more and APPLY at *To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.* #LI-GJ1 **Job Category:** Sales - Direct**Posting End Date:** **Shine together** At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. **Make life brighter** We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world. **Shape the future** With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit

Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. The primary purpose of this position is: To perform as the technical authority on Human Capital Management (HCM) strategy and integration analysis for the Force Strategy & Integration Division by providing enterprise-wide strategic integration of AFR Human Capital (HC) strategy, plans, transformation, program management, and analytical framework Learn more about this agency Help Overview * Accepting applications * Open & closing dates 01/03/2025 to 01/13/2025 * Salary $139,395 - $181,216 per year * Pay scale & grade GS 14 * Help Location FEW vacancies in the following location: * Arlington, VA * Remote job No * Telework eligible Yes-as determined by the agency policy. * Travel Required Occasional travel - You may be expected to travel for this position. * Relocation expenses reimbursed Yes-You may qualify for reimbursement of relocation expenses in accordance with agency policy. * Appointment type Permanent * Work schedule Full-time * Service Competitive * Promotion potential None * Job family (Series) * 0301 Miscellaneous Administration And Program * Supervisory status No * Security clearance Top Secret * Drug test Yes * Financial disclosure No * Bargaining unit status No * Announcement number 9L-AFPC-12***********67-JEL * Control number 826539000 Help This job is open to * Federal employees - Competitive service Current or former competitive service federal employees. * Federal employees - Excepted service Current excepted service federal employees. * Career transition (CTAP, ICTAP, RPL) Federal employees who meet the definition of a "surplus" or "displaced" employee. * Veterans * Individuals with disabilities * Military spouses * Peace Corps & AmeriCorps Vista * Family of overseas employees Family members of a federal employee or uniformed service member who is or was, working overseas. * Land and base management Certain current or former term or temporary federal employees of a land or base management agency. Clarification from the agency Eligible NAF employees are considered under Hiring Path - "Federal employees-Excepted service" Help Duties * Serves as the technical authority on HCM Strategy & Integration Analysis in the Strategy & Transformation Branch. Leads, plans, directs, and coordinates in order to assure strategic planning & policy for Air Force Reserve (AFR) human resources programs. * Conducts, leads, and/or participates in studies to improve HCM programs and/or influence policy changes or strategic or transformational efforts for the AFR and Total Force HCM Enterprise that typically involve long-range, highly complex, and often politically sensitive initiatives. Designs comprehensive HR capability studies that are extremely broad and difficult to determine in advance. * Serves as the HCM strategic advisor on the transformation of personnel systems, Total Force personnel process redesign efforts, and Total Force organizational design. Provides management of the PSD transformation project as it affects AF wide services and programs. * Represents AF Reserve views while participating in meetings, conferences, briefings and working groups. Attends meetings, conferences, briefings, working groups, and other initiatives related to HC Strategy & Integration and PSDT efforts. Help Requirements Conditions of Employment * U.S. Citizenship Required * Males must be registered for Selective Service, see *********** * If authorized, PCS will be paid IAW JTR and AF Regulations. If receiving an authorized PCS, you may be subject to completing/signing a CONUS agreement. More information on PCS requirements, may be found at: ***************************************** * This position is subject to provisions of the DoD Priority Placement Program * Disclosure of Political Appointments * Work may occasionally require travel away from the normal duty station on military or commercial aircraft. * Must be able to obtain and maintain a top Secret security clearance. * Drug Test requirement was modified to comply with AFI 44-107 Air Force Civilian Drug Demand Reduction Program, 7 April 2010. * This is a centrally managed position. * PCS paid by the Gaining Unit. Qualifications In order to qualify, you must meet the specialized experience requirements described in the Office of Personnel Management (OPM) Qualification Standards for General Schedule Positions, Administrative and Management Positions. SPECIALIZED EXPERIENCE: Applicants must have at least one (1) year of specialized experience at the next lower grade GS-13, or equivalent in other pay systems. Examples of specialized experience includes mastery and skill in applying a wide range of advanced Human Resources (HR) principles, concepts, methods, and practices to include new or reengineered processes and/or concepts relating to transformation activities sufficient to serve as the strategic advisor to inform technical guidance on implementing and administering systems. Mastery of advanced program skills to develop procedures and methodology to develop or reengineer personnel processes. Utilizing seasoned consultative skills, must be able to engage in detailed discussions pertaining to program efforts, goals, and challenges. Ability to analyze trends and forecast changes in personnel processes requirements that will meet future mission demands. FEDERAL TIME-IN-GRADE (TIG) REQUIREMENT FOR GENERAL SCHEDULE (GS) POSITIONS: Merit promotion applicants must meet applicable time-in-grade requirements to be considered eligible. One year at the GS-13 level is required to meet the time-in-grade requirements for the GS-14 level. TIG applies if you are in a current GS position or held a GS position within the previous 52 weeks. NOTE: Applicants applying as VEOA candidates who are current GS civil service employees or are prior GS civil service employees within the past 52 weeks must also meet time-in-grade requirements. KNOWLEDGE, SKILLS AND ABILITIES (KSAs): Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas: * Knowledge of US Air Force Reserve structure and organizations; utilization of citizen Airmen; and AFR HR policies, processes, and programs. * Knowledge of federal laws, regulations, policies, and procedures governing HR processes and programs. * Knowledge of safety and security regulations, practices, and procedures. * Ability to plan, organize, and accomplish work of the organization. * Ability to communicate effectively, both orally and in writing. Ability to manage several projects simultaneously. * Demonstrated skill in research and analytical thinking to resolve programmatic issues. PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work. You must clearly identify the duties and responsibilities in each position held and the total number of hours per week. VOLUNTEER WORK EXPERIENCE: Refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. ADDITIONAL CONDITIONS OF EMPLOYMENT: This position is designated as a Testing Designated Position (TDP) under the Air Force Civilian Drug Testing Program. Illegal drug use by employees in sensitive positions present a clear threat to the mission of the Air Force, national security, and public safety. It is required that you (a) refrain from the use of illegal drugs and (b) if requested, submit to urinalysis testing. Additional information Interagency Career Transition Assistance Program (ICTAP): For information on how to apply as an ICTAP eligible click here. To be well-qualified and exercise selection priority for this vacancy, displaced Federal employees must be rated well qualified or above for this position. You must submit a copy of the agency notice, your most recent performance rating, and your most recent SF-50 noting position, grade level, and duty location. Employed Annuitants (Reemployed Annuitants): Applicants in receipt of an annuity based on civilian employment in the Federal Service are subject to the DoD Policy on The Employment of Annuitants. Click here for more information. 120-Day Register: This announcement may result in a 120-day register that may be used to fill like vacancies for 120 days after the closing date. Applicants may be referred for consideration as vacancies occur. Military Spouse Preference (MSP) Eligible: MSP applicants, if determined best qualified, must be selected and placed at the highest grade for which they applied. You must include a completed copy of the DD Form 3145-4, Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for MSP. Click here to obtain/download a copy of the DD Form 3145-4, Military Spouse PPP Self-Certification Checklist. Priority Placement Program (PPP) Applicant Eligible: PPP Applicants, if determined well qualified and selected, will be placed at the at the full performance level. You must include the applicable completed copy of the PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility as a PPP Applicant. Click here to obtain/download a copy of the applicable PPP Self-Certification Checklist (DD3145-1 through DD3145-4, select the appropriate checklist for your claimed preference). To determine the applicable PPP Self-Certification Checklist required to substantiate the eligibilities you are claiming, refer to the AF Civilian Employment Eligibility Guide located in the Required Documents section of this vacancy announcement. Direct Deposit: All federal employees are required to have direct deposit. Disabled veteran leave is available to a Federal employee hired on/after 5 Nov 2016, who is a veteran with a service-connected disability rating of 30% or more. For more information, click here. If you have questions regarding this announcement and have hearing or speech difficulties click here. Tax Law Impact for PCS: On 22-Dec-2017, Public Law 115-97 - the "Tax Cuts and Jobs Act of 2017" suspended qualified moving expense deductions along with the exclusion for employer reimbursements and payments of moving expenses effective 01-Jan-2018 for tax years 2018 through 2025. When you perform a Civilian Permanent Change of Station (PCS) with the government, the Internal Revenue Service (IRS) considers the majority of your entitlements to be taxable. Visit GSA Bulletin FTR 20-04 here for additional information. Read more * Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How You Will Be Evaluated You will be evaluated for this job based on how well you meet the qualifications above. Your application package (resume, supporting documents, and responses to the questionnaire) will be used to determine your eligibility, qualifications, and quality ranking for this position. Please follow all instructions carefully. Errors or omissions may affect your rating or consideration for employment. BASIS OF RATING: Your application will be rated under the Cut Point procedures based on the extent to which the quality, depth, and complexity of your experience and education relate to the qualification requirements. Additional points are not added for Veteran's Preference; however, Veteran's Preference is considered where applicable. Best Qualified Group: Candidates in this category possess exceptional skills and experience to exceed well above the minimum requirements Fully Qualified Group: Candidates in this category possess good skills and experience above the minimum requirements. Basically Qualified Group: Candidates in this category meet the minimum education and/or experience requirements. The resume/documents you submit must support your responses to the online questionnaire. If your application contradicts or does not support your questionnaire responses, you will receive a rating of "not qualified" or "insufficient information" and you will not receive further consideration for this job. For additional information on what to include in your resume, click here. Applicants who meet the requirements for and apply as a non-competitive eligible that meet minimal qualifications and other requirements of this position, will be given consideration as a non-competitive candidate and will be referred unless blocked by an individual with priority/preference. APPRAISALS/AWARDS: Hiring Managers use objective methods and consider previous performance appraisals and awards in the selection process. Current Federal Civilian employees should list any relevant performance related rating and/or awards in your resume. Applicants who disqualify themselves will not be evaluated further. * Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. * Required Documents As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies. The following documents are required and must be provided with your application. Applicants who do not submit required documentation to determine eligibility and qualifications will be eliminated from consideration. Other documents may be required based on the eligibility/eligibilities you are claiming. Click here to view the AF Civilian Employment Eligibility Guide and the required documents you must submit to substantiate the eligibilities you are claiming. * Online Application: Questionnaire * Resume: For qualification determinations your resume must contain hours worked per week (if part-time) and dates of employment (i.e., month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as insufficient and you will not receive consideration for this position. If you are a current Federal employee or previous Federal employee, provide your pay plan, series and grade, i.e. GS-0301-09. Current Federal Civilian Employees should list any relevant performance related rating (given within the last three years) and/or incentive awards in your resume. Do NOT include photographs (or links to social media such as LinkedIn), inappropriate material, inappropriate content, nor personal information such as age, gender, religion, social security number, etc., on your resume. * Transcripts/Registration/License: If qualifying on education/position requires education, you must submit copies of your transcripts and if required for the position, submit an active, current registration/license. * Veterans: If claiming VEOA, VRA or 30% Disabled Veteran - Submit VOW certification memo or copy of the official DD Form 214, which must include the character of service (i.e., with an honorable or general discharge). This will be annotated in block 24 on member copy 2, 4, or 7 of the DD Form 214. If claiming 30% Disabled Veteran, you must also submit a VA Letter or a disability determination from a branch of the Armed Forces. NOTE: All veterans claiming 10-point preference must also submit a SF-15 form. * Current or Former Federal Civilian Employees (includes current Air Force employees): You must submit a legible copy of a SF-50, Notification of Personnel Action. The SF-50, block 24 must contain "1" or "2" AND block 34 must be a "1". Employees eligible under an OPM approved interchange agreement, block 34 may contain a "1" or "2". * Promotion Consideration: If you wish to be considered as a promotion candidate and your SF-50 has an effective date within the past year, it may not clearly demonstrate you meet the one-year time-in-grade requirements. You will need to provide additional SF-50s which clearly demonstrates you meet the time-in-grade requirements (examples of appropriate SF-50s include Promotions, Within-Grade, Grade/Range Increases, and SF-50s with an effective date more than one year old). ACTIVE DUTY SERVICE MEMBERS: The VOW Act requires federal agencies to treat an eligible active duty service member as a veteran, disabled veteran, and preference eligible (as applicable) when applying for civil service positions before the effective release or discharge date. Appointment of military members before the release or discharge date is permissible if the member is on terminal leave. At the time the active duty member applies for a civil position, he or she must submit a "certification" memo in lieu of a DD Form 214, Certificate of Release or Discharge from Active Duty. Active duty members applying for a civil service position without submitting a valid certification memo or DD Form 214 with their application will render the member ineligible for the position. The certification memo must originate from the member's military service branch on official letterhead and contain the following: * Name/Rank/Grade of Service Member * Branch of Armed Forces * Dates of Active Service (Start and End Date(s) * Expected Date of Discharge/Release from Active Duty * Terminal leave start date (if applicable) * Expected character of service (honorable or general) and type of separation (i.e. separation or retirement) * Must be certified within 120 days of anticipated discharge * Signature by, or by direction of the adjutant, personnel office, unit commander, or higher headquarters commander. Note: The VOW Act provides tentative preference. If appointed, a DD Form 214 must be submitted upon receipt. OPTIONAL DOCUMENTS: Performance Appraisals for Current Federal Civilian Employees - Most recent performance appraisals (dated within last 3 years) showing the official rating of record, signed by a supervisor, or statement why the performance appraisal is unavailable. Awards for Current Federal Civilian employees - List any awards received within the last 3 years on the resume. Note: Applicant must not submit award Notification of Personnel Actions (SF50s). If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting inst

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Required Qualifications: * Demonstrates willingness to complete required industry licensing * Displays confidence working in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven mindset and prioritizes client interests * Identifies appropriate client solutions through application of learnings and new information * Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously Shift: 1st shift (United States of America) Hours Per Week: 40

JOB\_DESCRIPTION.SHARE.HTML CAROUSEL\_PARAGRAPH JOB\_DESCRIPTION.SHARE.HTML * Herndon, Virginia * Investment Management * Full Time * 2576 ** Job Description** The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect, and preserve their assets and by providing independent, objective advice and professional investment management using a comprehensive life-planning approach. Financial Advisors provide financial planning and investment management for clients and utilize financial planning software, in addition to meeting with prospects, opening and servicing accounts and placing trades. **Responsibilities** * Contact prospects as referrals are assigned in the CRM from various lead sources (NWFCU employees, website, webinars, etc.) * Conduct prospect meetings to gather necessary financial information, assess their unique goals and determine what their needs are * Participate in NWFCU branch huddles and provide other training as needed to branch staff to assist with educating on providing referrals * Prepare financial plans, as necessary, utilizing financial planning software * Maintain accurate records in CRM system related to opportunities assigned * Prepare paperwork to open/service accounts and ensuring all paperwork is in good order * Places trades as necessary * Searches for cross-sell opportunities back to the credit union or subsidiaries based on the client's needs * Maintains compliance with all NWFA and broker-dealer policies and procedures, and all rules set forth by FINRA, SEC and applicable state regulators * Collaborate with team members within NWFCU to develop relationships to generate opportunities, work COI and establish relationships within the community * Engage with NWFA marketing on webinar content and other business development ideas * Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures #NWFCU1 **Qualifications** **Required** * Bachelor's Degree; within the financial services field is preferred * A FINRA Series 7 and 66 (or 63/65) * Minimum of 5 years' work experience in the investment industry * An active Life and Health Insurance license (may be obtained within a 120 days of employment) * Strong client relationship-building experience * Ability to use standard office equipment and systems; working knowledge of Microsoft Office suite of products, especially Word and Excel * Ability to demonstrate a deep understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients * Strong organizational skills * Ability to work independently and effectively manage multiple tasks at one time while meeting deadlines * Clean SEC and FINRA record * Must be able to work the hours of M-F 8am-4:30pm **Preferred** * Designations such as CFP or ChFC, willingness to obtain CFP designation is desired **Additional Compensation** Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match. **EEO Notice** Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law. NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at ************ or **********************.

Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à l'utilisation des témoins. Avertissement : Pour les visiteurs de l'Union européenne et du Royaume-Uni, seuls les témoins strictement nécessaires sont utilisés sur ce site. Ces témoins sont nécessaires au bon fonctionnement du site Web et ne peuvent pas être désactivés. Ils sont généralement mis en place uniquement en réponse à des actions que vous effectuez et qui équivalent à une demande de services, comme configurer vos préférences en matière de confidentialité, ouvrir une session ou remplir des formulaires. Vous pouvez configurer votre navigateur pour qu'il bloque ces témoins; toutefois, certaines sections du site ne fonctionneront pas. Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification. **Work Location:** États-Unis d'Amérique**Hours:** 40**Pay Details:** $100,000 - $100,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs. As TD puts career development at the forefront of our colleague experience, it is not typical for an individual to be hired at or near the top of the range for their role. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Gestion de patrimoine TD**Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be selling investment management solutions & providing financial planning guidance. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a MA Planning Experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for MA clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** * 4-year degree required or equivalent work experience * 2+ years of selling investments & providing financial planning with a track record of success * In-depth knowledge of investment products and services * Series 65 required * Life and Health insurance licenses required, or ability to obtain within licensing and registration schedule * Advanced understanding of wealth management business development techniques, products, services and overall industry. * Proven ability to achieve sales goals * Proficient with retail and small business banking * Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank * Ability to travel within assigned Market to meet prospects, clients and partners; up to% of time * Driver's License required **Customer Accountabilities:** * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** * Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of others **OCC:** * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule

JobID: 210587418 JobSchedule: Full time JobShift: Day : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

1/8/2024 Spark Financial Advisors Lauren Zangardi Haynes 413 Stuart Circle, Suite 220 Richmond, VA 23220 Phone: ************ ********************************* Email, Phone Our Mission To provide expert guidance that sparks joy and confidence in our clients' lives by helping them connect their core values to their finances. About Spark Financial Advisors Spark Financial Advisors is a fee only, fiduciary financial planning and investment management firm serving clients locally in Richmond and Williamsburg, VA, as well as virtually, nationwide. We specialize in high-income women, dual-career couples, and solopreneurs. Our clients are extremely busy and value a responsive, caring, and tech-friendly service. We are proud to serve clients from a variety of backgrounds and you must be comfortable working with a diverse clientele in order to be successful here. Our Core Values * Personal Responsibility & Integrity * Client Service Focused * Can Do Attitude * Deep Listening About the Associate Advisor Position We are a financial planning-first firm, so your role is mission critical to the success of our team. The Associate Financial Planner will be responsible for client research, financial document review & analysis, financial plan creation and delivery, client meeting preparation, attendance & follow-up, ongoing support for client requests and questions, and portfolio rebalancing. As you become established with our clients you will start to take the lead on some client relationships. This is a position with career "steps," as you take on more clients your compensation will increase as you work towards becoming a lead financial advisor. Your Knowledge: * You have at least 3 years of financial planning experience. You know the financial planning process like the back of your hand and can manage it with limited supervision. * You have already passed the CFP Exam. * You have a strong understanding of retirement plans, investing principles, taxation, 529 plans, insurance, and a working knowledge of estate planning. * You can communicate complex topics in an approachable manner. * You take compliance seriously. * Unique functional expertise around 401(k) plan administration, stock options, or student loans a major plus but not required. Your skills include: * Detail Oriented * Strong research and writing abilities * Listening * Impeccable manners * Process oriented * Follow-up * Client relationship experience * CFP Professional, Candidate, or working towards certification* Bonus skills (appreciated but can be learned on the job): * Right Capital, Fi360, Mailchimp, Advyzon, Holistiplan, Schwab, Fidelity or SSG Custodial platforms. * Familiarity with Kinder Life Planning or pursuit of other specialized financial planning skills a major plus. * Our clients are high achievers and experts in their field, we expect the same from our team members. To progress from this role to a Lead Advisor role you must obtain the CFP designation. Position Details: This is a full-time position in Richmond, VA. Hours are flexible but coverage during market hours is important. Our goal is for this role to evolve into a Lead Planner role. Pay range is $70,000 - 85,000 base to start. Further income growth into 6 figures will occur as Associate Advisor takes responsibility for more clients. Increases occur with every 10 clients taken on after the first 10 clients. 10-15% bonus target Career track to Lead Planner An awesome team to grow with! 401(k) match 4% Group Disability insurance Support for conference attendance Support for additional professional development 3 weeks of paid vacation plus all US Stock Market Holidays Please email your resume to *******************************

**Job Title: Financial Solutions Representative I** **Job Type: Full-Time** All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities. A Financial Solutions Representative I reports to the Member Solutions Center Service Manager and is responsible for providing exceptional service experiences in a fast-paced call center environment. Day to day interactions include assisting and educating members on successfully managing their credit union relationship. Representatives are accountable for accurately assisting callers with credit union eligibility, account transactions, online banking support and account maintenance requests. All experiences delivered should contribute positively to the channels assigned performance objectives. **Responsible and Accountable for:** + Taking inbound calls from members and non-members for general servicing inquiries for checking, savings, credit cards, certificates of deposit, business accounts and loan products (auto, equity, line of credits and personal loans) + Option to work from home based on skillset and time in position + Exercise problem solving skills and promote the benefits of membership + Update member and account information as needed + Maintain Member Solutions Center service levels by handling a high volume of calls in a fast-paced environment + Communicate using extraordinary soft skills during complex conversations to deliver an outstanding member experience. + Handle complex conversations and situations professionally to create an outstanding member experience on every call. + Consistently and effectively cross-selling credit union products and services to achieve assigned referral goals. + Ability to respond to member inquiries regarding current products and services, as well as current promotions. + Utilize "available" time efficiently, consistently maintaining low "work" and "unavailable" percentages while meeting interaction performance + Comply with all member verification processes to mitigate risk and protect the member and the credit union for fraud or loss. + Comply with all record keeping requirements of the Bank Secrecy Act for wire funds transfers of $3,000 or more. **Knowledge, Skills and Abilities:** + Possess superior organizational skills that enable accurate and efficient service experiences. + Possess superior verbal and written communication skills. + Possess the Credit Union knowledge required to educate members on the features and benefits of credit union products and promotions + Possess deep knowledge of all credit union products to assist in problem solving and generate referrals to support the CU's multiproduct strategy + Ability to provide information to current and prospective members concerning eligibility for membership, products and services (loans and deposits). + Ability to act as a problem solver, information provider and liaison between members and various internal departments. + Ability to complete accurate and timely currency transaction reports as required by the Bank Secrecy Act. + Ability to work in a fast paced, ever changing environment. + Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others. + Self-motivated to meet performance goals. + Ability to comply with all state and federal regulations. + Ability to complete accurate and timely currency transaction reports as required by the Bank Secrecy Act. + Ability to respond, establish and maintain control when handling challenging interactions while simultaneously representing Chartway with the highest degree of professionalism. **Education and Experience:** + Education: High school education or equivalent GED. + Experience: One year retail or customer service, preferably in a call center environment. Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration. Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer. Send to a Friend 1)) && !window.MSStream; if (is IOS) { document.query Selector('.career SiteHeader').remove Attribute('aria-hidden'); document.query Selector('.career SiteFooter').remove Attribute('aria-hidden'); document.query Selector('[data-tag=\'dlg ChangeLanguage\']').remove Attribute('aria-hidden'); var siblings = document.query Selector('.career Site').children; for (var i = 0; i

Full Time in Midlothian, VA Responsive recruiter Replies within 24 hours Cindy Shumaker State Farm is a well-established insurance agency, proudly serving our community for over 15 years. We take pride in our commitment to protecting our customers' dreams and providing personalized insurance solutions that meet their unique needs. As a State Farm agency, we are backed by a trusted and reputable brand known for its outstanding customer service and industry-leading products. **Role and Responsibilities** As a Sales Associate at Cindy Shumaker State Farm, you will play a vital role in expanding our customer base and providing exceptional service to our clients. Your key responsibilities will include - Sales and Customer Acquisition Engaging with prospective customers to understand their insurance needs and providing tailored insurance solutions to protect their assets and loved ones. - Lead Generation Proactively seeking out new leads through various channels, including referrals, community involvement, and networking events. - Relationship Building Building strong and lasting relationships with clients to ensure their satisfaction and retention. Providing ongoing support and assistance to meet their evolving insurance requirements. - Cross-Selling and Upselling Identifying opportunities to offer additional insurance products and financial services that align with customers' needs. - Collaboration Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. **Qualifications** To excel in this role, we are looking for candidates with the following qualifications * Sales Experience Prior experience in sales or customer service is preferred, but we encourage candidates with a strong passion for sales and a desire to succeed to apply. * Communication Skills Excellent interpersonal and communication skills to establish rapport with customers and explain complex insurance concepts in a clear and understandable manner. * Customer-Centric A genuine passion for helping others and a dedication to delivering exceptional customer service. * Goal-Oriented A self-motivated individual with a demonstrated track record of achieving and exceeding sales targets. * Insurance Knowledge While not required, familiarity with insurance products and industry practices will be advantageous. **Benefits** - Ongoing training and development opportunities to enhance your skills and knowledge. - A supportive and collaborative team that feels like family. - Opportunities for career growth and advancement within the agency. - Salary plus commission/bonus - Paid time off (vacation and personal/sick days) - Growth potential/Opportunity for advancement within my office **HOURS** Weekdays 8:30 AM - 5:00 PM Compensation $55,000.00 - $75,000.00 per year *State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.* Earn benefits and rewards that are second to none

* 20000402 * Business Services * Student Employment * Institutional Employment * Opening on: May 1 2024 * Administration and Finance * 100250 - FM Administration **Working Title:** Summer Facilities Management Internship - IE **State Role Title:** Institutional Employment / Federal Work Study **Position Type:** Institutional Employment **Position Status:** Part-Time **College/Division:** Business Services **Department:** 100250 - FM Administration **Pay Rate:** Hourly **Beginning Review Date:** **Specify Range or Amount:** $18 N/A No N/A **About JMU:** Located in the heart of Virginia's beautiful Shenandoah Valley, the city of Harrisonburg is approximately 120 miles from Washington, D.C. and Richmond, VA. With a population of just over 53,000, Harrisonburg is one of the most diverse communities in the Commonwealth of Virginia. JMU is a selective, public institution with a growing national reputation for offering experiences that lead to an outstanding education and inclusive environment for students, faculty and staff. The student body includes approximately 20,000 undergraduate and 1,900 graduate students, with over 1,000 full-time instructional faculty. **General Information:** The Facilities Management Engineering Department is seeking to hire a summer intern to assist with several unique mapping projects. This will consist of a mix of an indoor office environment and outdoor field data collection with the majority of time expected to be in the field. This position will be approximately 30 hours per week through the summer. This position may be extended into the fall semester depending upon department needs. **Duties and Responsibilities:** -Collecting campus utilities data -Assisting FM staff with additional GIS projects as needed **Qualifications:** Qualifications: •Must currently be enrolled in an undergraduate program with major coursework in Geography, GIS, GPS, Cartography, and Geospatial Analysis. •Experience with ArcGIS product suite (ArcMap, ArcCatalog, ArcGIS Pro etc.) •Data collection experience using advanced GPS units (preferably survey grade). •Ability to carry GPS equipment essential (15-20lbs). •Ability to work long periods of time outside in various weather conditions. Additional Considerations: •Understanding of ArcGIS Online •Experience using Field Maps for ArcGIS mobile application **Conditions of Employment:** Students must be degree-seeking students, enrolled on at least a half-time basis (6 credits for undergraduate and 5 credits for graduate). Students must have a 2.0 or better cumulative GPA. E-Verify Notice: After accepting employment, new hires are required to complete an I-9 form and present documentation of their identity and eligibility to work in the United States. James Madison University uses the E-Verify system to confirm identity and work authorization. **Additional Posting Information:** **EEO Statement:** James Madison University is committed to creating and supporting a diverse and inclusive work and educational community that is free of all forms of discrimination. This institution does not tolerate discrimination or harassment on the basis of age, color, disability, gender identity or expression, genetic information, national origin, parental status, political affiliation, race, religion, sex, sexual orientation or veteran status. We promote access, inclusion and diversity for all students, faculty, staff, constituents and programs, believing that these qualities are foundational components of an outstanding education in keeping with our mission. The university is interested in candidates whose experience and qualifications support an ongoing commitment to this core quality. Anyone having questions concerning discrimination should contact the Office for Equal Opportunity: **************. **Reasonable Accommodation:** If you are a student with a disability and need assistance please contact the Office of Disability Services at ************** or disability-svcs@jmu.edu. You may also visit the Office of Disability Services, located in the Student Success Center, Suite 1202 and they will be happy to assist you. James Madison University, a Division I Member of the NCAA and Sun Belt Conference is seeking a Creative Services Assistant to be housed within the Creative Services unit. This is a part-time position working 1500 hours over the period of one year. James Madison University (JMU) invites applications for the Director of Clinical Education for our Speech-Language Pathology (SLP) program within the Department of Communication Sciences and Disorders (CSD). The Director of Clinical Education's d...

Allied Universal , North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time positions! Job Description This position in Roanoke, Virginia, is responsible for the safety and security of the facilities they protect. Our Financial Center Officers allow us to accomplish our company's core purpose which is “to service, secure and care for the people and businesses in our communities.” Financial Center Security Officers act as a visible deterrent to crime and client rule infractions; they detect and report suspicious, unsafe or criminal acts at or near their assigned posts which may be a threat to the property, clients, guests or employees at the site. Join a well-established company with a strong reputation in the industry. Hourly Pay Rate $16.30 / per hour Full Time Daily and Weekly Pay - You Pick When You Get Paid! Paid Orientation, Medical, Dental, Vision and 401k for Full-Time Employees! RESPONSIBILITIES: Ensure the facility is provided with high quality security services to protect people and property. Maintains proficiency in the use of all assigned protective equipment, restraint devices and weapons. Report safety concern, security breaches and unusual circumstances both verbally and in writing. Preserves order and acts to enforce regulations and directives for the site pertaining to personnel, visitors and premises. Monitors closed circuit television systems and alarms; Reports safety concerns, security breaches and unusual circumstances both verbally and in writing. Maintains awareness and familiarity with the site-specific operations performance manual and post orders. Meets and continues to meet any applicable state, county and municipal licensing and permit requirements for Armed Security Officers and specific protective device and weapons qualifications. Build, improve, and maintain effective relationships with both client employees and guests. Answer questions and assist guests and employees; Answer phones or greet guests/ employees in a professional, welcoming manner. Patrols the facility on foot or in a vehicle. Could be required to work for multiple clients at multiple locations; covering special projects, call offs, vacations and open shifts. QUALIFICATIONS: High school diploma or equivalent required; at least 21 years of age Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment Be able to obtain a valid Guard License as required in the state for which you are applying, maintain current active status of all required License at all times, and must carry the License at all times while on duty. We provide free training for any hires who do not possess a card/license. Current state driver's license, clean driving record (no points in prior 3 years), minimum level of insurance as required by Company policy, and ability to safely operate a vehicle required. As a condition of employment, employee must successfully complete a background investigation and a post-offer/pre-employment drug/alcohol test and may be required to pass a Driver's Record check. Energetic and focused personality with a demonstrated ability to take initiative, successfully handle and prioritize multiple competing assignments and effectively manage deadlines. Ability to handle both common and crisis situations at the client site, calmly and efficiently. Professional, articulate and able to use good independent judgment and discretion. Must have proven ability to maintain correspondence, discussions and materials in strictest confidence. Must be able to work overtime as needed. Must possess effective oral and written communication and interpersonal skills. Ability to successfully interact at all levels of personnel and the general public in a professional and effective manner, including with clients Have intermediate computer skills to operate innovative wireless technology at client specific sites. Highly organized and ability to follow procedures concisely and consistently; high level of compliance and unwavering integrity to oversee and ensure policies are enforced in a self-directed environment. Must be able to frequently prepare reports and read and understand all operating procedures and instructions. PHYSICAL/MENTAL REQUIREMENTS AND WORKING ENVIRONMENT: While performing the duties of this job, the employee is regularly required to use both hands, is frequently required to stand, sit, stoop, talk and hear (communicate verbally in person and via regular telephone equipment), and must be able to read computer screens, correspondence and reports in English. The employee must constantly walk, stand, reach with both hands and arms, and must be able to drive a vehicle. The employee may occasionally lift and/or move up to 40 pounds. May be required to climb stairs on an intermittent basis at client sites. Constant use of eyes (correctable vision to normal level required) to observe, read, interact with public and co-workers, view security monitors; includes hand/eye coordination Work in various environments including adverse outdoor conditions such as cold, rain or heat Must be able to focus and multi-task in a busy environment, with the ability to successfully handle stressful situations in a calm and professional manner. Includes being able to effectively manage multiple employees with diverse personalities and engage them to perform at optimum levels. Remain flexible to ever changing environments; adapt well to different situations. Must be able to clearly speak, read and write English. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have any questions regarding Equal Employment Opportunity, Affirmative Action, Diversity and Inclusion, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2024-1317547

Contract type: Full-time Industry: Financial Services Date published: 11-01-2024 **About the role** Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. **About Modern Woodmen of America** Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. * Our representatives provide financial guidance and products to help members protect their families and their futures. * Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. * Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. **About you** * Show integrity and character. * Demonstrate leadership skills. * Team-oriented. * Focus on results/success driven. * Can or have overcome adversity. * Grow by helping others. * Show volunteer spirit in the community. * Look for self-improvement opportunities. * Enjoy building long-term relationships. * Credible, trustworthy and honest. **Education and training** Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. **Qualifications** * Passion for bettering members' financial lives. * Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). * Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. **Benefits and perks** * Paid medical and dental insurance. * 401(k) retirement plan with company match. * Noncontributory pension plan. * Group term life insurance. * Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2025 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.