Finance advisor jobs in Spokane Valley, WA

Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Spokane Teacher Credit Union in Spokane, WA would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Spokane Teacher Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Spokane Teacher Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Spokane Teacher Credit Union. Tracking # 1-05026674 Pay Range:$60,000 - $90,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Job Description 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. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals. 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 of 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 ****************************** Compensation: $75,000 - $100,000 yearly Responsibilities: Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Qualifications: Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Relationship management skills are required Required to effectively network to identify potential new clients Growth Mindset and Sales Experience are strongly preferred Coachable About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades... We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer Training Magazine's APEX Award for 2022 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

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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, we make an impact in the lives of the people we serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Pacific Northwest Consultants is an independent financial services practice of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Our vision is to offer our clients sound financial guidance and exceptional personal service, creating a long-term relationship based on confidence. We strive to be the financial professionals that you choose first, use the most and grow with throughout your life. This is a full time role. As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Pacific Northwest Consultants, including: Self-motivated with a strong sense of ownership and accountability for delivering results Proactive problem-solver who thrives with minimal supervision Strong self-starter mindset with the ability to prioritize and manage multiple tasks Ability to foster relationships with existing and new clients/members Managing office services by ensuring office operations and procedures are organized, effective, and efficient. Creating and implementing new systems/processes to drive effectiveness and efficiency as needed Utilizing data analysis input tools Answering basic questions for clients (license may be required for some) Assist Financial advisors in the preparation and follow up for the client/member meetings Filling out necessary forms for opening or maintaining accounts Maintain contact with clients to provide/obtain information Allocating tasks and assignments to team based on appropriate roles and coordinate team roles to ensure maximum efficiency Performing review and analysis of special projects and keeping team properly informed Determining current trends and providing reviews to team to act on as needed Assisting in the onboarding process for new hires Establishing a reference for the office by outlining necessary procedures Researching products, product pricing, and contacting carriers for information Interfacing with the broker-dealer or custodian to obtain information, account data, and convey service requests Develop, implement, and monitor procedures, policies, or standards in client service model processes Maintain information in the Client Relationship Management system Other responsibilities as assigned by the lead advisors You will be employed/contracted by Pacific Northwest Consultants. 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. Our ideal candidate is: Demonstrated customer service orientation/experience required while working in a fast- paced office environment Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, databases - SalesForce) or ability to quickly learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Requirements Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure. Compensation and Benefits Base salary ranging from $75,000 to $85,000, depending on experience, with additional performance-based incentive compensation. Medical Reimbursement Plan and Individual Retirement Account 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 $194 billion in assets under management/advisement (as of 12/31/24). 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. 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. Pay Transparency 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.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

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.

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.

* 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. Responsible Growth is how we run our company and how we deliver 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! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc 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: * 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: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

Job Level: Internship Home District/Group: Kiewit Bridge Marine District Department: Operational Finance Market: Transportation Employment Type: Full Time Temporary Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day! The Finance Analyst Intern role is focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Finance Analyst Intern will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management. At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too. District Overview Kiewit's Bridge & Marine District, headquartered in Vancouver, Washington, operates with heavy civil, marine, and industrial capabilities across North America. We are a leader in technical and traditional bridges, bridge like structures, marine structures, and dredge work. Kiewit Bridge & Marine is also the foremost constructor of floating bridges across the United States. If you want to build iconic bridges, this is the district for you! Location One of the many things that makes Kiewit's culture unique is that we go where the work is, which exposes your career to abundant opportunities. We relocate our teams based on the work that is available, combined with the development plans, skill sets and career goals of each team member. This means your Kiewit adventure is custom designed to meet our shared needs. Job assignment location will be determined closer to your start date. Responsibilities * Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed * Fosters relationships with the Operations team and shows a willingness to learn about the work * Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees * Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls * Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues * Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management * Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules * Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management * Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue * Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members * Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner * Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level Qualifications * Pursuing Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, and/or equivalent degree * Minimum GPA of 3.0 or above * Ability to relocate anywhere in the country * Working knowledge of Microsoft Excel, Word and Outlook * Travel and/or relocation may be required for this position (up to 50%) * Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred * Effective communication (both oral and written), organization and interpersonal skills. * Good attention to detail with the ability to recognize discrepancies * Positive attitude, eagerness to learn, and passionate for continuous improvement * Must be able to freely access all parts of a construction site in wide-ranging climates and environments * Ability to work independently, as well as part of a team. * Ability to work in the United States without sponsorship, both now and in the future * Must have a valid Driver's License Other Requirements: * Regular, reliable attendance * Work productively and meet deadlines timely * Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment * Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies. * Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required. * May work at various different locations and conditions may vary. Base Compensation: 20.00 - 24.50 (Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location) This posting will be active from: 12/08/2025 - 01/30/2027 We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off. We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

Job Objectives Learn to provide an extraordinary customer experience in retail store setting. Completes product returns, order voids, customer refunds, cash drops to the safe, and provides change as requested to cash registers. Models and delivers a distinctive and delightful customer experience. Job Responsibilities/Tasks Customer Experience Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience. Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.). Operations Learn from store, pharmacy, district manager, competitors and customers/patients Engage in a kick-off and day of service activity Responsible and accountable for registering all related sales on assigned cash register, including records of scanning errors, price verifications, items not on file, price modifications, and voids. Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package). Learns to analyze inventory trends and supervises inventory management, including ordering items, keeping stock, and liquidating stock and leveraging company resources to avoid outs and overstock. Assists manager or assistant store manager in evaluating and developing displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions. Engage in weekly meetings with store manager or pharmacy manager Responsible for basic department pricing and making daily price changes; ensures proper signage is displayed at the store to support accurate pricing of products. Ensures any additional pricing tasks related to local regulations and/or regulatory compliance programs are completed accurately and within the required time frame. Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance, including requesting store or system repairs as required in manager absence, or as requested by manager. Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs. Has working knowledge of store systems and store equipment. Receives exposure to the analysis of financial & performance data for the store, pharmacy and clinic and to the analysis of asset protection data and action plans to reduce loss. Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products). Work as a group to complete the Intern Team Challenge and present to area, district and store leaders Complies with all company policies and procedures; maintains respectful relationships with coworkers. Complete evaluation of internship program upon completion. Completes special assignments and other tasks as assigned. Training & Personal Development Attends training and completes E-learnings and special assignments requested by Manager. Shadow district leader for the specified time Communications Reports customer complaints to management. Assists Store Manager in planning and attending community events. Should be a Student beginning or completing Senior year towards a Bachelor's degree Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico) Willingness to work flexible schedule, including evening and weekend hours. Prefer the knowledge of store inventory control. We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. This information is being provided to promote pay transparency and equal employment opportunities at Walgreens. The current salary range for this position is $17.00 per hour - $19.50 per hour. The actual hourly salary within this range that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Gesa Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Gesa's mission is to serve with understanding, earn trust through our integrity, inspire confidence by our knowledge, and work passionately for customer, community, and company success. This role will require the employee to work on-site at a local branch. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements Delivering a high quality customer service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:68640 - 68640 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

This job posting is anticipated to remain open for 30 days, from 28-Oct-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself… * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Spokane,WA $78,000.00 - $78,000.00; Richland,WA $78,000.00 - $78,000.00; Kennewick,WA $78,000.00 - $78,000.00; Yakima,WA $78,000.00 - $78,000.00; East Wenatchee,WA $78,000.00 - $78,000.00

Spokane, Washington;Spokane, Washington; Renton, Washington; Coeur D Alene, Idaho; Coeur D Alene, Idaho; Tukwila, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************* **Job Description:** *******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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Work Schedule** Monday-Friday, some Saturdays as Required Example 8am-5pm, 9am-6pm, etc **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Requisition ID:** 178741 **Job Level:** Internship **Home District/Group:** Kiewit Bridge Marine District **Department:** Operational Finance **Market:** Transportation **Employment Type:** Full Time Temporary Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day! The Finance Analyst Intern role is focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Finance Analyst Intern will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management. At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too. **District Overview** Kiewit's Bridge & Marine District, headquartered in Vancouver, Washington, operates with heavy civil, marine, and industrial capabilities across North America. We are a leader in technical and traditional bridges, bridge like structures, marine structures, and dredge work. Kiewit Bridge & Marine is also the foremost constructor of floating bridges across the United States. If you want to build iconic bridges, this is the district for you! **Location** One of the many things that makes Kiewit's culture unique is that we go where the work is, which exposes your career to abundant opportunities. We relocate our teams based on the work that is available, combined with the development plans, skill sets and career goals of each team member. This means your Kiewit adventure is custom designed to meet our shared needs. **_Job assignment location will be determined closer to your start date._** **Responsibilities** + Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed + Fosters relationships with the Operations team and shows a willingness to learn about the work + Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees + Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls + Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues + Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management + Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules + Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management + Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue + Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members + Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner + Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level **Qualifications** + Pursuing Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, and/or equivalent degree + Minimum GPA of 3.0 or above + Ability to relocate anywhere in the country + Working knowledge of Microsoft Excel, Word and Outlook + Travel and/or relocation may be required for this position (up to 50%) + Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred + Effective communication (both oral and written), organization and interpersonal skills. + Good attention to detail with the ability to recognize discrepancies + Positive attitude, eagerness to learn, and passionate for continuous improvement + Must be able to freely access all parts of a construction site in wide-ranging climates and environments + Ability to work independently, as well as part of a team. + Ability to work in the United States without sponsorship, both now and in the future + Must have a valid Driver's License Other Requirements: - Regular, reliable attendance - Work productively and meet deadlines timely - Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment - Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies. - Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required. - May work at various different locations and conditions may vary. Base Compensation: 20.00 - 24.50 (Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location) This posting will be active from: 12/08/2025 - 01/30/2027 We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off. We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Company: Kiewit

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

Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Spokane Teacher Credit Union in Port Falls, ID would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Spokane Teacher Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Spokane Teacher Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Spokane Teacher Credit Union. Tracking # 1-05026674 Pay Range:$60,000 - $90,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Kennewick, Washington;Spokane, Washington; Kennewick, Washington; Spokane, Washington; Coeur D Alene, Idaho; Spokane, Washington; Renton, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************ **:** *******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. Responsible Growth is how we run our company and how we deliver 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! **Work Schedule** Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc **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:** - 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: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.