Finance advisor jobs in Kendall, FL - 719 jobs

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seas Client Advisor, Advisor, Designer, Client, Retail, Banking

Acne Studios is a progressive luxury house and through collaboration and curiosity, we set high aspirations and strive for excellence. We value everyone's contribution and embrace feedback to develop ourselves and others. We aim to minimize our environmental impact across all our operations and to address societal challenges in the way we conduct our business. We are looking for a full-time Client Advisor for our Acne Studios Miami Design District store. As Client Advisor at Acne Studios you will work collaboratively with your team to establish and nurture loyal and engaging customer relationships, drive sales and positive business outcomes in which your service and attentiveness take center stage. CULTURE OF COLLABORATION We firmly believe that when you feel supported, included, and trusted, it enables you to enjoy your work and thrive in it. You will be a part of a team of colleagues with diverse roles and backgrounds, each with their unique skills and experiences. WHAT YOU WILL DO Your main contribution will be to care for our customers in the store but also through the whole customer cycle. To ensure your success in this role, we provide training and coaching in luxury sales, service, and clienteling, according to our cutting-edge approach to client experience. You take care of our valued customers at the store and will play a vital role in delivering an excellent customer experience by: Managing and executing omni channel services Welcoming and guiding customers through a smooth customer cycle tending to all details and providing them with the best-in-class client experience Achieving sales, conversion, and clienteling targets Upholding administrative procedures and skillfully managing our inventory WHO YOU ARE You have high aspirations and focus on details that create substantial impact. You enjoy working as a team and you embrace feedback to develop yourself and others. You are curious and thrive in a dynamic environment. Cooperation, respect, and clear communication are important, along with your ambition to learn and grow. If these qualities speak to you, we would love to have you on our team. Specific personal qualities for this role: Interpersonal and communication skills to provide excellent service and build strong relationships with customers Ability to identify customer needs, cross-sell products, and close sales to achieve individual and store sales targets Responsive with an ability to resolve customer concerns or issues in a professional manner Specific experience and knowledge for this role: Previous customer-facing role within the retail or hospitality industry Proven ability to drive sales and exceptional customer service Customer relationship management (CRM) and clienteling Fluent in English, which is a prerequisite for this position (and additional languages based on the market requirements) Fluent in Mandarin preferred What matters most to us is not whether you master all the listed knowledge and skills. We are dedicated to recognizing the potential in each individual. We embrace diversity of people as well as ideas and viewpoints and encourage everyone's individual expression of their own identity. We may perform background checks for this position.

Role: Associate Portfolio Analyst (financial services and FinTech environment) Term: Contract High level Overview - To manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. JD. Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and alding in budget management, with guidance from peers and leaders Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability Plays key role in driving continuous improvement of portfolio processes through tooling and automation, Identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness. Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities. 5 Acts as change agent throughout the organization with an ability to guide Individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits. Minimum Qualifications: Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power Bl, advanced Excel, General Ledger, and Al tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling.. Ability to synthesize complex financial data for a non-finance savvy audience. Strong relationship building with the ability to collaborate and influence without authority. Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal Impact. Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options. 3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines. Preferred Requirements: Ability to execute and maintain high performance under tight timelines and competing demands. Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus. Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight. Experience within a I large technology, financial services or FinTech environment with working knowledge of software development processes and Agile methodologies. 5) Understand linkages between supply and demand spent provide meaningful, actionable insights and recommendations to ensure targets are achieved. 6) Understanding of multiple business functions preferred.

Miami, Florida;Palm Beach, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client Experience + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs + Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence **Required skills:** * 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience * Responsible for driving new business development for target client segment ($3MM++ investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client-focused individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability to work and identify the need for team specialists; collaborate closely with other team members * Takes on a leadership role on the team and within the business community * Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making + Loan Structuring **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

About the job We are working with a market leading company who are seeking to hire a Law graduate with a background in M&A in Miami. This position is a great opportunity to join a growing company and gain exposure to all facets of the M&A industry including Insurance. Responsibilities include: Support M&A transactions by coordinating closing actions and preparing key documents, including closing checklists, certificates, and memoranda. Draft and review legal documents. Due diligence support. Collecting, organizing, and reviewing corporate documents, contracts, and other materials from target companies. Draft and edit ancillary documents (NDAs, consents, officer certificates, closing checklists, etc.) under attorney supervision. About you: Industry experience is preferable. A background or education in M&A/Corporate Law is desirable. Excellent communication skills Strong analytical abilities Team-oriented mindset Creative, flexible, and solution-driven Self-starters who are intellectually curious Have the ability to manage multiple workstreams in a fast-paced environment For more information on this role, please contact: *******************************

A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our well-established and growing financial firm, Durham Loyal Wealth Management in (Pembroke Pines, FL ) is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build a client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience 215 Licensed (Life, health & annuities) Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint) Experience with CRM (Wealth Box, Salesforce, Red Tail) preferred Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Salary: TBD Benefits: Health Insurance 401k Hours: Flexible Some seminar attendance Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 50% Relocation Provided: No The Variable Annuity Life Insurance Company

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional growth and success. The Opportunity: As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients' financial futures. This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. Job Responsibilities: Assist clients in defining their financial goals and creating tailored investment plans. Conduct thorough financial assessments to recommend appropriate products and services. Develop and maintain strong client relationships through exceptional customer service. Stay informed on market trends and investment strategies to provide informed advice. Participate in ongoing training and professional development to enhance your expertise. Desired Qualifications: Bachelor's degree in Finance, Business, Economics, or related field. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. Ability to build and maintain client relationships. Motivated and eager to learn about the financial services industry. Nice-to-Haves: Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus. Prior experience in customer service or sales is advantageous. Familiarity with financial planning software and tools. Basic understanding of investment products and financial markets. Community involvement or volunteer experience in finance-related initiatives.

We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe in a high degree of client service and will go out of our way every time to care for the people that trust and work with us. As we continue to grow, we are looking for an Associate Advisor to expand our team. Financial Advisor Position Overview/Summary: The Associate Advisor provides support to the Lead Advisor and works to provide excellent client service to existing and onboarding clients. The focus of the position is to work directly with clients, anticipating their needs, resolving problems, and following through on agreed upon financial plans. Qualified candidates will be detail oriented and have a high degree of follow through. Must be comfortable working within the framework of a private office/small team environment. You need to be able to work independently, with little direction and carry a task from beginning to end. Resourcefulness will be the key to success! Financial Advisor Benefits: Competitive Compensation starting at $100,000 Annual bonuses based on company growth & your performance Pension Plan 401(k) Paid continuing education training Small team environment - collaborate & learn directly with business leadership All holidays that close the stock market are paid vacation days Financial Advisor Duties and Responsibilities: Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client. Work directly with client, taking the lead on items that need following up on, and keeping Lead Advisor apprised of status of projects and client communications. Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Manage client appointments from setting meeting and preparation of meeting agendas, to post meeting tasks - such as develop meeting notes, and follow through with implementation of determined objectives of the meeting. Process client account paperwork and process internal and external asset movements. Regularly prepare supporting materials and sample reports for clients, as well as developing IPS and Client Risk Tolerance Agreements. Simulation modeling using Monte Carlo and other statistical techniques under direction of Senior Wealth Manager. Effectively communicate with clients' other professional advisors in areas of tax, estate planning, insurance, and risk management. Train to do trading and rebalancing of client investment accounts. Participate in development and presentation of client/prospect educational events. Participate in ongoing marketing strategies with goal of maintaining and gaining new client relationships. Financial Advisor Requirements: Bachelor's degree in Finance, Business, Accounting, Economics, or related field FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses 2 - 5 years' relevant experience in financial or similar client service People oriented, service minded Strong written and verbal communication skills Strong analytical skills and attention to detail Proficient in Word, Excel, PowerPoint and electronic productivity software Understanding of compliance and adherence to all regulations and policies Preferred Qualifications: Advanced degree or professional designation such as CFP or CFA, or work towards it is highly preferred Marketing/branding skills are a plus Familiarity with financial planning software and tools

Sobre nós A XP Inc. é uma das maiores instituicões financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educacão, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com uma cultura marcante guiada por quatro valores - Sonho Grande, Espírito Empreendedor, Foco no Cliente e Mente Aberta - a XP Inc. está sempre em busca dos melhores talentos que tem ambicão de fazer o impossível. 🚀 Join Our Dream at XP Investments Miami! At XP Investments Miami, we believe in big dreams, entrepreneurship, and an open-minded culture that empowers every team member to innovate and grow. We're on a mission to redefine financial markets and create exceptional client experiences - and we want YOU to be part of this journey! We're excited to announce an opening for an Analyst, Financial Advisor role. This position is ideal for someone who is proactive, organized, and passionate about engaging clients and driving results. Position: Analyst, Financial Advisor Location: Miami Department: Financial Markets - Broker-Dealer Firm 🎯 What You'll Do: • Manage and engage a portfolio of clients • Proactively reach out to clients to educate them about market opportunities • Develop metrics and reporting tools to track client engagement and progress • Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support • Maintain compliance with regulatory requirements and keep accurate client records 🔍 What We're Looking For: • Valid Series 7 license • Experience in financial markets, preferably within a broker-dealer environment • Strong organizational, communication, and analytical skills • Proactive, detail-oriented, and results-driven mindset • Must be a U.S. citizen or Green Card holder to qualify for this position • Fluency in both Portuguese and English (written and spoken) What We Offer: •Dynamic and growing financial services environment • Supportive and collaborative culture • Competitive compensation and benefits • Opportunities for professional growth and development Ready to make an impact and grow with us? Apply now and be part of a team that values your ideas and ambition! Benefícios: Saúde e bem-estar: Plano de saúde sem coparticipacão (inclusive, para dependentes) Plano odontológico Wellhub (Gympass) Zenklub Seguro de Vida iFood Benefícios (VA e VR flexível) Vale Transporte New Value (clube de benefícios) Licenca parental: maternidade de 6 meses e paternidade de 20 dias. Auxílio Creche Vida Financeira Fundos de Investimentos Exclusivos Assessoria de Investimentos Cartão XP Visa Infinite sem anuidade Crédito (consignado, home equity, CCB Imobiliário, etc.) Modelo de Trabalho Presencial Flexível O nosso modelo de trabalho varia de acordo com a funcão, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes. Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora. Aqui na XP Inc., valorizamos as interacões pessoais e acreditamos no uso do escritório como uma ferramenta para potencializar nossas relacões no trabalho.

Job DescriptionDescriptionJoin a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians. Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits. Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment. Key Responsibilities Transition and manage existing book of clients Build and maintain client relationships, both domestic and international Customize multi-custodial investment solutions Collaborate with back-office team for trading, support, and compliance Conduct client meetings in preferred formats (in-person, remote, international travel, etc.) Skills, Knowledge and ExpertiseMust-Have Qualifications: Minimum $5M in portable AUM Active Series 65 or equivalent registration Experience working with HNW/UHNW clientele Comfortable with independent 1099 model Clean or manageable U4 disclosures (firm is open to candidates with prior marks, depending on nature) Nice-to-Have Qualifications: Experience serving international clients Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks) Multilingual skills (Spanish, Portuguese, French) Previous experience at a major wirehouse Benefits Full independence, no non-solicit agreements Flexible work location and schedule Voluntary group-rate benefits available High payout structure (65%+) Multinational custodial access White-glove support and culture Ideal Candidate Profile: This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.

We are recruiting Florid and nationally for top producing advisors/teams for several of our clients. Domestic and International business. Traditional brokerage and independents. Requirements: - A domestic/international book of clients from $100MM - $2BBMM+ in assets - Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US and/or globally. Qualifications: - Significant experience in Wealth Management working with HNW/UHNW individuals and families - Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. - Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships. - Strong relationship management and team building skills; views team concept as critical to model. *Solid deal bonus and grid pay-outs ** Agnostic and open architecture platforms *** Work cultures that fit your lifestyle and practice \ Please only candidates with portable client portfolios need apply. We cannot accommodate other profiles at this point in time, thank you. Call me today to discuss today's market and other opportunities: Michael Hubbard @ ************ or email me at: ***********************

Senior Latam Financial Advisors - Individuals or Teams Our client is looking for select Senior Latam Financial Advisors and teams to join our team. The ideal candidate will have a strong understanding of the Latam market and a proven track record of success in advising UHNW clients. Responsibilities: Develop and maintain relationships with UHNW clients in Latam Minimum revenue is 500K and above Provide financial advice and guidance to clients Manage client portfolios and execute investment strategies Identify and pursue new business opportunities Qualifications: Bachelor's degree in finance or a related field 5+ years of experience in financial advising Strong understanding of the Latam market Proficiency in Spanish and English Excellent communication and interpersonal skills A commitment to providing exceptional client service If you are interested in this position, please send your resume and cover letter to ******************** We look forward to hearing from you!

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Senior Investment Advisor at Provenance Wealth Advisors (PWA) is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. This role bridges investment strategy and client delivery by integrating research, risk analysis, and personalized portfolio management with high-touch client engagement. The Senior Investment Advisor will collaborate closely with Financial Advisors, the financial planning team, and the Chief Investment Office to ensure that portfolios remain consistent with client objectives, market conditions, and the firm's investment philosophy. DESCRIPTION Technical Responsibilities • Design and manage diversified, tax-efficient investment portfolios tailored to individual client needs, goals, risk tolerance, and time horizons. • Conduct ongoing portfolio analysis including performance attribution, rebalancing, and risk metrics. • Implement strategic and tactical asset allocation decisions in accordance with firm investment guidelines and macroeconomic outlooks. • Perform security selection, manager due diligence, and ongoing monitoring across asset classes (e.g., equities, fixed income, alternatives, alternatives, SMAs, ETFs, mutual funds). • Monitor capital markets, economic indicators, and geopolitical developments to adjust portfolio positioning as needed. • Utilize portfolio management platforms and CRM systems to track client data, trades, rebalancing, and reporting. Client-Facing Responsibilities • Act as a key investment resource for clients and prospects, explaining portfolio strategies, market views, and performance results in a clear and engaging manner. Sr. Investment Advisor Page 2 of 3 • Attend client meetings to present and review investment portfolios and respond to client inquiries. • Support the onboarding of new clients by evaluating existing investment positions and integrating them into PWA-managed portfolios. • Contribute to the creation of client deliverables including quarterly reports, market commentary, and customized performance reviews. Team and Leadership Responsibilities • Serve as a subject matter expert and internal consultant to advisors and planners on portfolio design, investment positioning, and capital market insights. • Collaborate with the Chief Investment Office on firm-wide asset allocation models, capital market assumptions, and portfolio construction methodologies. • Participate in the firm's Investment Committee, contributing to discussions on asset allocation, security selection, and investment research. • Mentor junior investment professionals and portfolio analysts; assist with training and professional development. • Contribute to internal investment communications, advisor education initiatives, and enhancements to the investment platform and technology tools. • Track portfolio review calendar to ensure all client meetings are being conducted on schedule and within firm guidelines. • Ensure all investment recommendations and actions adhere to regulatory, compliance, and fiduciary standards. Work environment • This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers. • Occasional travel may be required to attend meetings, conferences, and client engagements. • The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment. • This role requires the ability to maintain strict confidentiality regarding sensitive company and client information. Education/Experience • Bachelor's degree in finance, Economics, or a related field required; MBA or advanced degree preferred. • CFA designation strongly preferred. • 7+ years of investment management or portfolio management experience within a wealth management or RIA environment. • Deep understanding of financial markets, asset classes, investment strategies, and portfolio construction. • Familiarity with financial planning principles and the integration of investments into broader wealth strategies. Sr. Investment Advisor Job Description Page 3 of 3 Affirmative Action/EEO Statement Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Job Responsibilities Support investment reviews with clients to validate the clients' current investment objectives Prepare recommendations of appropriate investment products Assist with the development of investment policy statements and advice on asset allocation Build excellent working relationships with internal clients Support coordination of sales effort with Investors Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Required Qualifications, Capabilities, and Skills Bachelor's degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Capital markets or institutional brokerage experience Ability to multi-task and manage priorities effectively Excellent communication skills Strong analytical, quantitative, and problem-solving skills Preferred Qualifications, Capabilities, and Skills Coachable professional with good "business sense" and an energetic/dynamic personality Ability to work both independently and as a team player Ability to adapt to a rapidly changing business and technology environment Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases