Finance advisor jobs in Nevada - 304 jobs

Job DescriptionCreate flexibility and income without being tied to an office. You'll receive training, systems, and leadership support to help you grow. Performance determines advancement. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston, Pittsburgh, or Las Vegas to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.

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 looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston, Pittsburgh, or Las Vegas to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.

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.

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.

One Nevada Credit Union is looking for a motivated Financial Advisor /Consultant to plans coordinates and perform activities related to sales of various financial services and investment products for the investments services division to the members of One Nevada Credit Union in coordination with our Broker/Dealer. Qualified applicants must possess a bachelor's degree and or a minimum of three years sales experience within the retail investment and insurance industry. Must possess NASD Series 6, 7, 63 and 65 or 66 licenses as well as state insurance licenses for life and variable products. CFPâ designation preferred. Additional details as follows: Sales 75% * Actively promotes, under the direction of the iNi Business Plan and Vice President Member Investments, products and services of investments services, both internally and externally; * Coordinates and implements strategies to meet investment account volume goals; * Coordinates with Vice President Member Investments and One Nevada Marketing department to pursue target markets to steadily build member and new member relationships, investment accounts, and assets under management, cross sells when appropriate other One Nevada products and services; * In coordination with Vice President Member Investments, motivates One Nevada sales staff to promote the features and benefits of investments services to generate optimum referrals via the numerous marketing channels available; seeks new opportunities and additional creative marketing channels not yet in use; * Assists Vice President Member Investments to promote investment services directly to SEGs through the One Nevada Focu$ program in coordination with District AVP's, seminars and other viable means; and * Coordinates and conducts periodic seminars for member and non-member education and promotion of investments products and services. Communication 15% * Counsels and assists members to determine their personal investment objectives and goals, advises them on the various available investment choices, and uses a comprehensive financial planning approach when appropriate; * Communicates via e-mail, newsletters, brochures, phone calls, seminars, etc., about products and personal financial planning services with members; * Represents One Nevada to Broker/Dealer and other related agents and vendors; * Communicates with credit union departments about investment product sales and referrals; and * Resolves related member account problems that arise. Product Management 10% * Coordinates and/or performs account set-up and on-going account maintenance functions between One Nevada and Broker/Dealer to ensure a consistent high level of service and member satisfaction related to investments services; * Coordinates periodic research on existing product lines and competing products, monitors financial condition of investment firms for ongoing viability, customer and broker support; * Assists with product and sales training for credit union staff; * Conforms to product, regulatory, legal, state of Nevada insurance and Broker/Dealer compliance; * Attends various meetings and training sessions with Broker/Dealer, related product wholesalers and vendors to ensure current and compliant product offerings; * Coordinates with Vice President Member Investments to research, recommend, develop and implement new products and product changes or conversions; and * Performs other duties that may be assigned. QUALIFICATIONS Knowledge, Skills, and Abilities * Thorough knowledge of personal investment management & financial planning techniques; * Thorough knowledge of currently available investment products and services, and associated markets; * Knowledge of Securities and Exchange Commission and NASD rules and regulations; * General and current knowledge of IRS reporting requirements related to personal investments products; * General knowledge of operations and marketing functions within a financial institution; * General knowledge of macro economics with emphasis on investment market trends; * Current Series 6, 7, 63, 65 or 66 securities licenses and ability to maintain license(s) in good standing; * Ability to become a Registered Representative of CUSO Financial Services or our affiliated Broker/Dealer; * Skill in the operation of a personal computer to include Internet/Intranet, operating system, word processing, spreadsheet, presentation, email, calendar and scheduling software and other office equipment; * Ability to obtain the CFPâ designation within 30 months of hire; * Ability to effectively apply professional sales techniques related to personal investments; * Ability to communicate effectively, both verbally and in writing; * Ability to analyze problems and opportunities, then evaluate and implement effective alternatives, solutions or approaches; * Ability to plan, implement, and evaluate the achievement of goals, objectives, and workplans; * Ability to motivate co-workers; * Ability to maintain regularly scheduled attendance; and * Ability to establish and maintain effective working relationships with other employees and members; and * Must be able to relate appropriately to other people beyond giving and receiving instructions: (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instruction, and communicating with others; and (c) respond appropriately to constructive feedback from a supervisor.

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: Bi-lingual Spanish speaking Strong computer skills with an ability to multitask in a demanding environment. At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NV - Henderson - 2798 N Green Valley Pkwy - GREEN VALLEY BC (NV1128), US - NV - Las Vegas - 3150 N Rainbow Blvd - RAINBOW RIDGE BC (NV1136), US - NV - Las Vegas - 4112 Blue Diamond Rd - BLUE DIAMOND CROSSING (NV1161), US - NV - Las Vegas - 4361 N Rancho Dr - CRAIG RANCHO BC (NV1153), US - NV - Las Vegas - 4795 S Maryland Pkwy - UNIVERSITY BC (NV1143), US - NV - Las Vegas - 4800 W Tropicana Ave - TROPICANA DECATUR BC (NV1127), US - NV - Las Vegas - 4910 S Fort Apache Rd - FORT APACHE / TROPICANA BC (NV1180), US - NV - Las Vegas - 7280 S Rainbow Blvd - South Rainbow BC (NV1197), US - NV - Las Vegas - 8550 W Cheyenne Ave - CHEYENNE DURANGO BC (NV1151), US - NV - North Las Vegas - 1933 W Craig Rd - CRAIG CLAYTON BC (NV1112) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Our Wealth Management and Retirement Planning Firm has a history of success for more than 20 years, and we were named Nevada's 2nd fastest-growing Registered Investment Advisor by Citywire. We are deeply loyal to the fiduciary duty we have to our clients. Our mission is to simplify our clients' lives and enhance their peace of mind. We build close relationships with those we serve to help them navigate their best life, not only from a financial perspective but also in other areas that are meaningful to them. Our team currently consists of two advisors and three support staff. Our team-based approach makes us unique, ensuring a much better experience for team members and clients. We believe that if we always put the interests of the team ahead of our own, everything will work out for the best in the long run. We support each other to get the job done for our clients. We honor each person's place in the process but never hesitate to jump in and help each other as needed. Our team is always kind and respectful to each other, and we expect the same from our clients and partners. We encourage and support our team to continue learning and growing, monitor for job satisfaction, and align individual strengths and interests to each role in every way that we can. And we have fun! We genuinely like each other and celebrate with our team frequently. We are seeking a Wealth Advisor with a background in relationship management and financial planning. You will provide advisory services and support to an existing set of clients, while deepening and expanding those relationships. The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, taking ownership to manage client expectations and deliverables. You will also prepare financial plans, portfolio analyses, investment recommendations, and research clients' technical questions. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. You are always looking for ways we can improve our client experience and education. Responsibilities: Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience. Show accountability for retention. Prepare agendas for client meetings and ensure timely completion of post-meeting action items. Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team. Gather data from clients and analyze their current financial situation. Development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation. Collaborate with the support team to deliver prompt and thorough client service. Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions. Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services. Proactively seek referrals from clients to generate new business. Maintain accurate records of client interactions and information in the CRM system. Perform additional duties and special projects as required. Skills and Qualifications Minimum Bachelor's degree, preferably in finance, financial planning, or a related field. Minimum of 3 years of experience managing client relationships, preferably with an independent registered investment advisor or broker-dealer. Required: CFP designation. Required: Series 65 license. Excellent verbal and written communication skills. Superior knowledge of financial services, including industry regulations and legislative guidelines. Proficient in Microsoft Office and quick to learn new software. Familiarity with Schwab systems is ideal. Team player who prioritizes clients and the team's needs over personal interests. Willing to support colleagues when necessary. Open to feedback, driven to continuously learn, improve, and contribute to the growth of themselves and the company. Embraces new ideas and approaches. Demonstrates decisiveness and learns from mistakes. Ability to quickly identify problems and proactively find creative solutions. Display respect, loyalty, integrity, active listening and inspire trust in others. Charismatic, enjoys interacting with people, possesses a good sense of humor, and creates a positive work environment. Organized, disciplined, and skilled in time management to effectively prioritize multiple projects. Effectively communicate suggestions for improvement, engage in constructive discussions and actively seek solutions to challenges. Punctual and committed to meeting deadlines.

The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************

Ameriprise Personal Wealth Group Advisor Pathway Program Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we're redefining financial advising by building deep, meaningful relationships with clients-virtually-through our Confident Retirement approach. This isn't just a job-it's a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way. Financial Advisor Trainee Role As a Financial Advisor Trainee you'll start your journey with a clear roadmap to success. We'll provide everything you need to thrive: Comprehensive Training & Licensing Support We'll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses-setting you up for long-term success. Hands-On Experience Once licensed, you'll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching. Career Growth & Professional Development You'll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP certification. What You'll Do Prepare for and obtain key financial licenses Engage with clients in meaningful conversations (no licenses required for initial activities) Document interactions in our CRM system Complete ongoing training to master products, tools, and client service What We're Looking For High school diploma or equivalent Bachelor's degree preferred Strong communication and relationship-building skills Ability to thrive in a fast-paced, goal-driven environment Commitment to earning required licenses within set timelines About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment. The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans. PRIMARY RESPONSIBILITIES Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and the opening and closing of accounts. Monitor transactions for completion and accuracy. Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances on a daily basis for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting. Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts. Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections, and gifting schedules), assist with the production of PowerPoint presentations, mass mailings, and marketing materials. Calculate Unitrust, total return, and other payments to trust beneficiaries. Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. Provide information to Client Advisors for annual account reviews. Organize with Client Advisors to maintain client, beneficiary, and advisor information in client files and account records on database management and trust accounting systems. Assist with contact management input, sales, expense, and other internal reports. Perform special projects and additional tasks as assigned. DESIRED EDUCATION Bachelor's degree from an accredited 4-year university Industry certification - CTFA, CFP, CFA, CPA Willingness to continue education - CTFA, CFP, MBA DESIRED EXPERIENCE Minimum 3 - 5 years experience in a similar position Understanding of trust accounting and/or estate planning concepts preferred but not essential Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint. Excellent written and oral communication skills. Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines. General office administration and clerical experience. Excellent attention to detail with the ability to exercise independent judgment. Aptitude to understand and perform basic mathematical calculations such as fee calculations, and other percentage-based calculations. Ability to learn new processes and programs and desire to grow with the company. Understanding of business development related activities and the willingness to participate in and help grow new business PERSONAL CHARACTERISTICS Strong people skills Client service focus Effective verbal and written communication skills High integrity with a diligent work ethic Team/people-oriented Highly organized with good time management skills Meticulous attention to detail Valid driver's license and the ability to travel by airplane. COMPENSATION A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Base salary range: $85,000 - $110,000.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Job DescriptionBenefits: Competitive salary Dental insurance Health insurance Paid time off We are seeking a fully remote licensed BCBA and/or BCaBA to join our team! If you are passionate about providing high-quality care and mental health solutions, we want to hear from you! Genesis New Beginnings Behavioral Health is a privately owned outpatient multi-specialty mental health group. We are dedicated to promoting the well-being of everyone. We are looking to make a difference within the community and provide accessible, quality mental health care for all. We emphasize compassion, respect, trust, and confidentiality. We are looking to create a comfortable and positive environment for patients, clinicians as well as staff! Our priority is patient care! We are looking for full-time and/or part-time fully licensed BCBA/BCaBA in the state of Nevada for our Las Vegas office. Essential Duties and Responsibilities: BCBA Conduct functional behavior assessments (FBA) and skill-based assessments to identify client needs. Develop individualized treatment plans (ITPs) and behavior intervention plans (BIPs) with measurable, data-driven goals. Implement and monitor treatment plans to ensure client progress toward skill acquisition and behavior reduction objectives. Supervise and provide clinical guidance to Registered Behavior Technicians (RBTs), behavior therapists, and support staff. Train caregivers, educators, and staff to promote generalization of skills and consistency of intervention strategies. Collect, analyze, and interpret behavior and skill acquisition data to inform treatment decisions. Document all services, progress reports, and treatment updates in accordance with funding source, organizational, and ethical guidelines. Collaborate with families, schools, healthcare providers, and interdisciplinary teams to support client success across environments. Maintain compliance with the BACB Ethics Code, ensuring the dignity, rights, and confidentiality of all clients. Stay current with research and best practices in behavior analysis to ensure effective and ethical service delivery. Provide crisis intervention, support, and de-escalation strategies when necessary. Participate in team meetings, case reviews, and ongoing professional development activities BCaBA Assist the supervising BCBA with conducting functional behavior assessments (FBAs) and skill assessments. Implement behavior intervention plans (BIPs) and individualized treatment plans (ITPs) as designed by the BCBA. Collect, monitor, and analyze data to evaluate client progress and program effectiveness. Provide direct behavior-analytic services to clients in home, school, clinic, and community settings. Train and support Registered Behavior Technicians (RBTs), paraprofessionals, and caregivers in treatment procedures. Monitor fidelity of intervention implementation and provide feedback to staff and caregivers. Prepare treatment summaries and progress notes under the direction of the supervising BCBA. Communicate regularly with families, caregivers, and interdisciplinary team members to ensure consistency of care. Uphold the BACB Ethics Code and maintain client confidentiality and professional boundaries. Participate in supervision meetings with the BCBA as required to ensure compliance with certification standards. Engage in ongoing professional development and remain current with best practices in behavior analysis. This is a remote position.

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights * Client Engagement: Cultivate and expand your network within established markets * Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services * Work-Life Balance: Flexible schedule to maximize productivity and personal time * Location: Working outside the office in local schools and municipalities Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

Job Title: Client Advisor- Rolex Reports to: Store Director Division: Retail, Multi-brand The Client Advisor-Rolex is responsible for providing an outstanding client experience and meeting or exceeding sales objectives, with a specialized ambassador focus on the Rolex brand. This advisor will be an expert on the heritage of the brand, product line and stock within the store. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated environment for the discerning client. It is crucial that Client Advisor-Rolex focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. This includes strategically following-up, embracing and utilizing the CRM system and tools and handling escalated issues with outstanding diplomatic skills. Essential Job Responsibilities Ensure an outstanding client experience Work to create a positive, inviting and elevated environment for the discerning client. Be enthusiastic and demonstrate a passion for watches and jewelry. Responsible for training other Client Advisors and ensuring they are knowledgeable of the brand's unique heritage, the range of products, and specific product attributes and availability. Assist Client Advisors with Rolex sales as necessary (provide product information, closing, etc.) to be certain every client experiences the luxury of Rolex to the fullest. Obtain client contact information utilizing the CRM system to build an on-going relationship and elevate the Rolex discovery journey Responsible for implementing brand strategies and guidelines. Communicate with the Tourneau|Bucherer Merchandising team to ensure appropriate inventory is available within their store location. Make certain the visual presentation of the watches is consistent with the luxury image of the brand. Act as a mentor to other Client Advisors and utilize the Tourneau|Bucherer advantages to the fullest in order to preserve the luxury status of the product. Attend training session to increase product knowledge. Meeting or exceeding sales objectives At a minimum, must meet sales objectives for any given month, quarter and year. Clearly understand daily sales objective and how it relates to weekly and monthly targets. Clienteling - focus on developing long-term relationships with the client so that they are more likely to think about visiting and buying from the store in the future. As appropriate, follow-up with clients utilizing the CRM system. This may include but is not limited to birthday cards, holiday cards, informing clients of new merchandise and inviting customers to special events/ campaigns. Readily accept and incorporate constructive advice given by managers on how to improve sales performance. Challenge yourself to become comfortable selling all brands of watches and jewelry, and maintain a balance of sales across the full product assortment. Other Strictly adhere to all store security procedures. Set up cases and windows. Respect other Client Advisors fostering an environment of support and collaboration. Adhere to the company dress code policy. Work with team members to ensure the Rolex area is at all times clean and attractive. Attendance is a crucial part of performance. Be on time. Help set-up or close store depending upon shift. Training Consistently update Tourneau|Bucherer staff on the Rolex brand. Partner with Tourneau|Bucherer management to schedule and deliver Rolex Training sessions to increase comfortability and product knowledge of Client Advisors. Convey the importance of the history of the brand to the Tourneau|Bucherer Staff. Educate Tourneau|Bucherer Client Advisors on product introductions, technical complications, service etc. Training will be provided by both Tourneau|Bucherer and Rolex to ensure an excellent client experience for every client. Brand Management Ensure appropriate visual merchandising of all Rolex products in the store. Check stock on a daily basis and make certain Rolex watches are handled properly (Quality of the stock). Monitor and order supplies including cleaning kits, catalogues and other POS materials. Communicate with Rolex regarding sales and inventory levels. Execute all expectations of The Rolex Way in every client presentation. Requirements · A passion for building clientele and selling. · Demonstrate an exemplary level of integrity and professionalism at all times. · Must be able to work a flexible schedule throughout the week. · Must have a polished and professional appearance with a positive attitude. · Meet and exceed company assigned goals, metrics and objectives. Qualifications 3+ years of relevant experience, preferably sales in the luxury market. Prior watch and fine jewelry experience is helpful, but not required. Excellent communication, interpersonal and customer relation skills. Sales driven and results orientated. Team player. Willing to be hands-on and work with the team to fulfill operational and organizational needs Adaptable with an attitude of continuous learning. A Bachelor's degree or equivalent in business or related discipline is preferred. Bi-lingual language proficiency is a plus to cater to our international customer base. We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.

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 minimise our environmental impact across all our operations and to address societal challenges in the way we conduct our business. We are looking for a part-time Part Time Client Advisor for our Vegas Crystals studio. As Part Time 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 studio 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 studio 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) What matters most to us is not whether you master all the listed knowledge and skills. We are dedicated to recognising 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.