Finance advisor jobs in Pittsburgh, PA - 352 jobs

Job Description Financial Planner / Wealth Manager At Vista Wealth Solutions , we're excited to welcome a few passionate individuals to join our team! • Did you know that half of our advisors are making fantastic strides, earning over $200,000? • Here, you'll have full ownership of your clients and data. • We're all about helping you build, manage, and market your own brand with the support of our amazing team! • Our award-winning practice management technology and training will set you up for success. • You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products. • Plus, there are opportunities to join established teams that match your skills and background! What Makes You a Great Fit with Us? • You have an entrepreneurial spirit • You strive to be better than your peers • You're passionate about helping and educating others • You're willing to work hard now for long-term success Why Work with Vista Wealth Solutions? · Enjoy highly competitive, performance-based compensation, plus a full benefits package Receive personalized, comprehensive training and ongoing support Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies Collaborate with our in-house Financial Planning Department and Business Valuation experts Discover opportunities for advancement and management roles Experience a work-life balance that many financial careers lack Benefits of working with Vista Wealth Solutions • Extremely competitive performance-based compensation and a complete benefits package • Personalized and comprehensive training and support • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies) • In-house Financial Planning Department and Business Valuation experts • Advancement and management opportunities • A work-life balance most financial careers don't offer You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng | vistawealthsolutions.com

Primary Office Location:4220 William Penn Highway. Monroeville, Pennsylvania. 15146.Join our team. Make a difference - for us and for your future. Virtual Financial Advisor Business Unit: WM - FNIS Reports to: Director of Sales and Service Position Overview: The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual. Primary Responsibilities: Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships. Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities. Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments. Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system. Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts. Complete, process and perform appropriate follow up for all documentation required for new business and account servicing. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred Must be comfortable working in an online environment Demonstrated sales and client discovery process Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: FINRA Registration Series 7, 63 & 65 or Series 7 & 66 Life & Health Insurance License Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

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.

Become Part of The Power to Dream Again! Financial Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream™ The ideal candidate possesses good communication and interpersonal skills, as well as strong organizational skills. Financial Responsibilities: Prospecting for clients through leads provided!!!!! Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates What we offer: Our Financial Advisors are an Elite team of High Performing producers that earn significant Base Salary plus income based upon their results. In addition, we provide a complete package for what is needed to ensure your success. Competitive compensation Region with unlimited income capacity Significant marketing support The best product portfolio in the industry A proven distribution model In-depth training Job Requirements: Must have 5 years of experience in Selling Pension Products Active Life /Health license for the state preferred and series 6 Bachelor's degree preferred Must reside in the Regions specified Good credit history The time is right -- take a closer look at the support your current carrier offers you to grow your business and compare that to what you could be offered by taking the next step ! contact our Recruiter: Email: Pam at recruiterchic@gmail.com or apply online to www.lifetimerecruiting.com Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

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 will be located in the Pittsburgh, PA area. Estimated Travel May include up to 25% travel #LI-CBF #LI-KE1 #LI-SAFG 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

Responsibilities Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items Critical in supporting, retaining and building meaningful client relationships Participate in the sales process in partnership with team to build new client relationships Actively develop skills in various software programs for investment and financial planning Qualifications Bachelor's degree (degrees in finance or related field are a plus) 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients/families is preferred Experience utilizing financial planning software (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $108,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V

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 or Pittsburgh 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.

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 or Pittsburgh 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.

Now Hiring: Wealth Preservation Advisor - Lead, Innovate, and Drive Success! Are you a strategic thinker with a passion for scaling businesses, mentoring others, and driving financial growth? We are looking for ambitious individuals to join our team as Wealth Preservation Advisor, where you'll develop and execute high-impact strategies that empower individuals to achieve long-term success. Who We're Looking For: ✅ Business-minded professionals who excel in strategic planning and execution ✅ Visionary leaders who thrive on mentorship and business growth ✅ Licensed & aspiring Life & Health Insurance Agents (We'll guide you through licensing!) ✅ Individuals eager to build a scalable business while empowering others As a Growth Strategy Leader, you will train, mentor, and develop high-potential individuals, implementing systems that drive momentum, increase efficiency, and create sustainable success. Is This You? ✔ Passionate about leadership, business growth, and financial empowerment? ✔ A strategic thinker who excels in identifying and seizing opportunities? ✔ Self-motivated, disciplined, and eager to build a legacy? ✔ Open to mentorship, leadership development, and continuous growth? ✔ Looking for a recession-proof business model with unlimited potential? If you answered YES, keep reading! Why Become a Wealth Preservation Advisor? 🚀 Work from anywhere - Design your own schedule and leadership path. 💰 Uncapped earning potential - Part-time: $40,000-$60,000+/year | Full-time: $70,000-$150,000+++/year. 📈 No cold calling - Work with individuals who have already requested guidance. ❌ No sales quotas, no pressure, no pushy tactics. 🏆 Leadership & Ownership Opportunities - Develop and scale your own agency. 🎯 Daily pay & performance-based bonuses - Direct commissions from top carriers. 🎁 Incentives & rewards - Earn commissions starting at 80% (most carriers) + salary. 🏥 Health benefits available for qualified participants. This is more than just a leadership role-it's an opportunity to create lasting impact, drive business growth, and build generational wealth. 👉 Apply today and start your journey as a Wealth Preservation Advisor! (Results may vary. Your success depends on effort, skill, and commitment to learning and execution.)

Carnegie Mellon University, located in Pittsburgh, Pennsylvania, is a global top-tier, private research university founded in 1900 by industrialist and philanthropist Andrew Carnegie. A birthplace of innovation throughout its greater than 120-year history, Carnegie Mellon is recognized for arts and technology programs, collaboration across disciplines, and leadership in educational excellence. Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4.3 billion investment portfolio serves as a key strategic and growing asset to support the university's research and education mission. Carnegie Mellon's Investment Office manages the endowment portfolio and the university's other long-term financial investments with a growth orientation. The equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. As a leading research university, Carnegie Mellon has excellent access to the best investment opportunities and investment managers in the world. Carnegie Mellon has high expectations for its investment portfolio. The importance of our mission and the diversity of our activities foster a challenging, intellectually stimulating, and driven work environment that we balance with an inclusive and collaborative approach. We are seeking a candidate to join our team as Investment Analyst for a 2-year program. The 2-Year Investment Analyst Program is designed to develop the analyst's fundamental investment skills and competencies as a contributing member of an institutional investment office. Our investment analysts work closely with senior team members across investment functions including original and ongoing due diligence, quantitative and qualitative analysis, portfolio modeling, and decision-making. The Investment Analyst will gain exposure to a variety of asset classes, encompassing public and private markets globally, representing a unique learning and networking opportunity. The successful candidate will work on real-world projects and could significantly impact future performance of the endowment. Collaborating with Carnegie Mellon's Chief Investment Officer and other team members, the Investment Analyst will play a key role in helping to manage the endowment. If you thrive in an engaging and challenging work environment, this 2-year program presents an exciting opportunity to build a strong foundation to support a career in investment management. After the initial 2-year term, the Investment Analyst may have the opportunity to remain and progress with the university, depending on performance and the staffing needs of the university. Core Responsibilities include: Lead the preparation of quarterly and ad hoc (as needed) Investment Committee presentations Monitor existing portfolio investments Support overall investment operations and maintain data integrity of investment manager database Provide analytical support for senior team members Assist with the due diligence of prospective investment opportunities Adaptability, excellence, and passion are vital qualities within Carnegie Mellon University. We are in search of a team member who can effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work. You should demonstrate: Impeccable professionalism, ethics, and integrity Strong work ethic Superior oral and written communication skills High degree of critical reasoning and business judgment Dedicated attention to detail Ability to problem solve and gather/analyze information efficiently Excellent interpersonal, listening, and communication skills Team player with the ability to handle multiple tasks with accuracy and attention to detail, and a keen sense for prioritizing and planning Qualifications: Bachelor's degree required Proficient in Excel and PowerPoint A combination of education and relevant experience from which comparable knowledge is demonstrated may be considered. Requirements: Successful pre-employment background check Additional Information: The successful candidate will join our team in Pittsburgh, Pennsylvania - the work is conducted primarily in person in a high-rise office environment Joining the CMU team opens the door to an array of exceptional benefits. Benefits eligible employees enjoy a wide array of benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance. Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more! For a comprehensive overview of the benefits available, explore our Benefits page. At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond credentials, we evaluate the role and responsibilities, your valuable work experience, and the knowledge gained through education and training. We appreciate your unique skills and the perspective you bring. Your journey with us is about more than just a job; it's about finding the perfect fit for your professional growth and personal aspirations. Are you interested in an exciting opportunity with an exceptional organization?! Apply today! Location Pittsburgh, PA Job Function Investment Position Type Staff - Fixed Term (Fixed Term) Full Time/Part time Full time Pay Basis Salary More Information: Please visit “Why Carnegie Mellon” to learn more about becoming part of an institution inspiring innovations that change the world. Click here to view a listing of employee benefits Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran. Statement of Assurance

* Bachelor's degree in related field required; MBA preferred * Investment or relevant research experience required. * Familiarity with statistical analysis software desired. * Mutual fund research and familiarity with mutual fund products preferred; * Proficiency with Excel required; Bloomberg, Word and PowerPoint preferred * Experience with, R, Python, Matlab, or similar programming language preferred MAJOR DUTIES: This position performs in-depth research and analysis for assigned investment sector in support of strategies and policy guidelines. * Calculate and analyze various portfolio performance statistics and competitor analysis to include research of peer groups on competitive positioning * Work with portfolio management team and investment analysts to generate and review quantitative reports on portfolio performance and stress testing. * Design and run simulations to evaluate potential investment strategies * Develop innovative software tools to help drive the investment process * Assist in preparing quarterly directors' reports. * Produce and format data and written materials for shareholder activity, competitive fund reviews, board reports and special requests, as needed. * Assist with rating agency reporting for rated money funds; * Assist with monthly SEC reporting * Complete special projects as needed. HOURS/LOCATION: * 8:30 a.m. - 5:00 p.m. (Overtime as required) * Pittsburgh, PA - hybrid work arrangements (in-office / remote) EXPLANATORY COMMENTS: * Excellent written and oral communication skills. * Excellent interpersonal with ability to work in a team environment * Solid work ethic with superior analytical skills and the ability to multitask * Travel may be required on occasion

Senior Portfolio Analyst, Mellon Indexing At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About Mellon Investments Corporation: Driving client outcomes through perspective, precision, and partnership. Mellon Indexing is a global leader in index management and one of the world's largest institutional index managers by assets under management. Since 1983, Mellon's dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world's most sophisticated clients, proving that index investing requires an active mindset. We're seeking a future team member for the role of Senior Portfolio Analyst to join the Mellon Indexing Portfolio Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Benchmark methodology analysis trade preparation, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, corporate action analysis. Investing in global equity markets as well as utilize derivatives, such as futures, options, and currency forwards. Acting under supervision within established investment policy guidelines and handling complex benchmark methodologies and analyzes complex voluntary corporate actions. Utilizing portfolio management software, special department-wide projects, and interdepartmental client communications. To be successful in this role, we're seeking the following: Bachelor s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs. Will support advancement to CFA for candidates. An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired. Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred Advanced skills in Excel. Strong verbal and written communication/presentation skills. Ability to work under pressure and in time-sensitive environments. Extreme attention to detail and high degree of organization. Strong team player with a positive attitude. Must be willing to work market hours Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred Experience with SQL, UNIX, VBA , C++, PERL, Python or similar tools are a plus At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Description We are seeking ambitious, driven individuals to join one of our firm's top-performing teams as a Financial Services Professional. This role offers the opportunity to become a future leader within our organization while working in a supportive, resource-rich environment. As part of our team, you will receive comprehensive training, mentorship, and industry-leading resources to help you reach your professional and financial goals. You'll work directly with clients to design strategies for financial security and growth, including retirement planning, life and disability insurance protection, and investment solutions. For candidates with an MBA, prior business ownership, or direct management experience, a Fast-Track to Partner pathway may be available, accelerating your career progression into management. Compensation: $75,000 - $120,000 Responsibilities: Build strong relationships with clients and prospective clients. Conduct financial assessments and recommend solutions to help clients meet their long-term goals. Provide ongoing service and support for existing policyholders. Offer guidance on life protection, disability coverage, retirement planning, and investment strategies. Educate clients on tax-efficient financial approaches. Continuously pursue additional licenses and designations to expand your expertise and offerings. Operate with the independence of building your own career, backed by the strength and support of an established firm. Qualifications: Strong communication and interpersonal skills. Proven leadership ability and a drive to take ownership of your career. Eagerness to become an expert in financial services. Willingness to obtain FINRA SIE, Series 6/7, and Series 63 within the first year (materials and fees provided). Must secure Life and Health Insurance License. Self-motivated, disciplined, and committed to continuous learning. Desire to build a long-term career with unlimited income potential and clearly defined growth opportunities. About Company New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation. Fast-Track to Leadership: Clear path to management for those with advanced education or prior leadership/ownership experience. Upside Income Potential: Industry-leading compensation packages Professional Growth: Ongoing training, mentoring, and industry certifications. Community & Support: You'll be in business for yourself - but never by yourself.

This role offers significant opportunities for professional development while contributing meaningful value to our client relationships under the mentorship of our experienced advisory staff. Position Overview The Associate Financial Advisor provides comprehensive support to senior advisors while developing direct client service capabilities on a clear advancement track toward full advisor responsibilities. This role includes opportunities to manage select client relationships and may serve as backup support for our client service specialists. If you're seeking a dynamic environment with a collaborative culture and strong growth potential, this opportunity offers exactly that combination. Core Responsibilities Assess and address clients' comprehensive financial planning requirements Ensure client financial plans are properly implemented and updated as circumstances change Manage pre-meeting preparation and post-meeting follow-through Support business development and marketing initiatives Collaborate effectively on cross-functional project teams Deliver exceptional client service across all touchpoints Provide backup relationship management for senior advisors Coordinate with custodial institutions and service providers Facilitate new client onboarding and account establishment processes Contribute actively to overall team success Success Requirements Strong analytical and relationship-building skills with diverse client demographics Exceptional attention to detail and self-directed motivation Bachelor's degree in relevant field or equivalent professional experience Series 65 license required; CFP designation preferred or in progress Clean regulatory background Comprehensive Benefits Package Flexible work-life balance policies Complete health coverage (medical, dental, vision) Life insurance protection Competitive 401(k) matching plus profit-sharing participation Generous paid time off and holiday schedule Parental leave benefits Employee referral incentives Short and long-term disability coverage

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.

Responsibilities Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items Critical in supporting, retaining and building meaningful client relationships Participate in the sales process in partnership with team to build new client relationships Actively develop skills in various software programs for investment and financial planning Qualifications Bachelor's degree (degrees in finance or related field are a plus) 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients/families is preferred Experience utilizing financial planning software (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $108,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V

Job Description Wealth Management Advisor Lead Advisor Type: Full-Time Salary: Base salary + variable We are looking for an autonomous and competitive, self-driven person who likes challenges and achieving big goals. As a Lead Advisor, you will be instrumental in challenging the status quo and leading the charge in financial strategy and client relations. You will deliver personalized, strategic advice to high-net-worth clients while playing a pivotal role in the growth and development of our advisory team. Responsibilities Client Management: Build and maintain strong relationships with clients, providing them with tailored financial solutions to meet their unique needs and objectives. Polite, courteous, and capable of being relational in order to help clients achieve their financial goals. Strategic Planning: Develop comprehensive financial plans and investment strategies, leveraging the latest market insights and industry trends. Leadership: Inspire, mentor, and lead a team of advisors, fostering a culture of innovation, collaboration, and excellence. Business Development: Enjoy growing and scaling new business opportunities. Identify and pursue new business opportunities, driving the growth of the firm's client base and assets under management. Has courage and confidence to work with both existing clients within practice, and hunting new opportunities (the new opportunities is where true scale and growth will drive income). Problem Solving: Deductive and capable of mental initiative (Solving problems with data and comfortable taking risks and filling in the gaps of missing information). High-Performance Environment: Thrive while multi-tasking and working under deadlines and a high-change, high-intensity environment. Thought Leadership: Stay ahead of industry developments and share insights with clients and colleagues, positioning the firm as a leader in wealth management. Compliance: Ensure all client interactions and financial plans adhere to regulatory requirements and firm policies. Qualifications: Education: Bachelor's degree in Finance, Economics, Business, or a related field. Traits: Innovative, proactive, strategic thinker, and a natural leader. Skills: Exceptional client service skills, strong analytical abilities, excellent communication and presentation skills. Knowledgeable enough to provide sound and valuable advice, paying attention to key details, while supported by a team helping with back-end execution. Certifications: Series 7, 63, 65, or 66 licenses required. (Or required to be obtained) What We Offer: Competitive Compensation: A highly competitive salary and performance-based incentives. Professional Growth: Opportunities for continuous professional development and career advancement. Innovative Environment: A dynamic workplace that values creativity, encourages new ideas, and supports bold initiatives. Comprehensive Benefits: Health, dental, and vision insurance, 401(k) plan, and generous PTO. Impact: The chance to make a meaningful impact on the lives of clients and the future of our firm. Work Location: In person

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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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 and 66 (63 and 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 * Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services * Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity * Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment * Minimum of three years of 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 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 Schedule - Monday thru Friday, with rotating Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Description OBJECTIVEAs a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview! WORKING HOURSFlexible schedule based on operational needs; scheduled during the following hours of operation: Monday - Friday: 9am - 5pmSaturday: Closed, will work one Saturday per month 9am-2pm at another financial center Complimentary parking is available at the Market Square Garage, conveniently located just a three-minute walk to the branch. MINIMUM QUALIFICATIONS High school diploma or equivalent required Minimum six months vault and keyholder experience required Excellent member service skills Ability to build relationships through sales and service Excellent communication skills in person and on telephone Above average knowledge of credit union products and services Demonstrated cross-selling skills Knowledge of lending products Strong analytical skills Proficient computer skills Detail oriented Ability to maintain accuracy in a fast-paced environment Ability to work flexible hours based on operational needs ESSENTIAL DUTIES AND RESPONSIBILITIES Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone. Welcome and engage with members as an Experience Coordinator. Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates. Educate and increase member awareness of all credit union products, services and promotions. Build relationships by educating members and increasing cross sales using Cross-Sale Manager Software. Seize all sales opportunities by utilizing sales and service techniques and conversations. Open and process all new accounts and update account information as required. Verify all new members and/or joint owners following the Customer Identification Program. Maintain thorough knowledge of loan policies, underwriting guidelines and rates. Request and review credit reports, looking for additional loan opportunities to move to the credit union. Provide NADA quotes for autos, boats, aircraft and other secured loans. Provide general information on Real Estate and Business Loans and all services and products provided through electronic means. Support self-service electronic channels at the Financial Center including ATM, Video Teller Machine, and Claire, our digital assistant; Escort the consumer to these components for demonstrations or assisted transactions as appropriate. Provide rate quotes for all loan and savings products. Process requested transactions/maintenance on member accounts. Review and follow Teller policies and procedures. Process wire transfer requests using electronic on-line form (1 st party and repetitive wire transfers). Assist members with problems and complaints providing resolutions. Mail requested information/forms. Ensure delivery and follow up of new accounts, loan applications and problems daily. Participate in departmental campaigns/programs achieving individual and team goals. Partner with the community through charity to support fund raising and volunteering. Attend training sessions and meetings. Keep updated on promotional and marketing mailings. Remain current in policies, practices, trends, technology and information affecting the organization. Lifelong learning through classes/seminars, in-house training, and on-line. Handle other duties as assigned. VAULT DUTIES Perform opening and closing branch procedures and adhere to security policies. Ensure the branch is in balance at the end of each day. Order cash for branch office and maintain records of the vault and teller station cash balances. Replenish and balance ATM, Cash Dispense/Cash Recycler/Coin machines when required. Monitor cash limits and complete cash drawer audits. Assist tellers in locating cash discrepancies; manages unusual window transactions and answer difficult member questions. Handle exceptions to Policy or Procedures (holds, overrides, etc.). Provide on-the-job training for tellers on as-needed basis. Monitor tellers to ensure compliance with policies and procedures. Make recommendations to Financial Center Manager for continuous improvement and total quality. Perform a variety of member service transactions, such as account holds, stop payment orders, Verification of Deposits and process direct deposit requests. Package and ship excess coin to the Federal Reserve. Verify cash from vault and follow Teller Policies and Procedures. Identify member and process teller transactions. Identify SBO (shared branch) member and process transactions (refer to SBO guidelines). Complete and/or verify credit union forms. Enter information on computer and/or communicate requests to specialized support department. Process mail deposits/payments. Open and process business night bags and perform other business account activities as required. Maintain neat appearance of workstations and teller area. Assist in balancing money orders. Balance cash drawer at the close of business. ALL ABOUT THE EXPERIENCE Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond. Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company's vision and success. Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status .