Finance planner jobs in College Station, TX

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.

Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming up with innovative solutions to clients' problems. This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor, preferably one who has worked in an ensemble, fee-only wealth management firm. Required: CFP , CPA, or JD (Applicants with the JD only should have estate planning experience) Demonstrated excellence in an area (i.e. academics, sports, hobbies, leadership roles outside of work, etc.) Proven ability to explain complex financial concepts simply & meaningfully Firsthand experience managing client relationships Useful Information About Briaud 8 Certified Financial PlannersTM on staff 250 clients, with $470 million under management Offices in College Station and Austin, Texas Fee only since our founding in 1986 * For consideration, please submit a cover letter with resume

Financial Advisor Job Description At Pattern Financial Group, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one's balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Pattern Financial Group Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours

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

**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.

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Responsibilities: * Provide appropriate banking and financial solutions across an allocated portfolio of clients * Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering * Identify Local and Offshore fiduciary opportunities and advise on client philanthropy * Identify and utilise opportunities for revenue growth to deliver on sales targets * Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth * Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group * Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards * Deliver internal and external customer service excellence through adherence to quality service standards * Prevent wastage and identify process improvements to contain and reduce costs You will be an ideal candidate if you: * Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred). * Have 3 to 5 years' experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage). * The following sub-category 1 financial products is essential and must be signed off supervision. * 1.3 Long-Term Insurance subcategory B1 * 1.4 Long-Term Insurance subcategory C * 1.5 Retail Pension Benefits * 1.14 Participatory Interests in a Collective Investment Scheme * 1.17 Long-term Deposits * 1.18 Short-term Deposits * 1.22 Long-term Insurance subcategory B1-A * Full understanding of money management principles * Sound working knowledge of required business-related systems. * Sound working knowledge of Banking and Financial Services Regulatory requirements. * Knowledge on wealth management creation and accumulation * Wealth protection or risk knowledge * Excellent project management skills and able to plan and organize work independently. * Proven track record in servicing a portfolio of clients and in acquisition of new relationships. * Excellent knowledge of global financial markets and current affairs * Ability to match client needs with appropriate product solutions. * Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always. You will have access to: * Full understanding of money management principles. * Servicing a portfolio of clients and in acquisition of new relationships. * Compliance to legislative and audit requirements and adherence to relevant processes. * Participate in planned activities that are appropriate for your own development. * Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation Additional Requirements In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. #Post #FNB #LI-AA1 Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 31/12/25 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: 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. 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 * Bi-lingual Spanish speaking 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 Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary * To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations * To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa's new business processes. * The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. * Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license. Job Description Key Accountabilities: Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff) * Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa's bancassurance structure. * Assess client's needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA. * Prepare recommendation and quote for appropriate risk and investment solutions based on the client's individual needs and profile. * Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given. * Follow all the steps in the designated client engagement process as specified by Absa Advisers. * Provide regular feedback to the Regional Manager on actions taken to progress the lead to business. * Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM's and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients Accountability: Meet sales and/or growth targets * Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive. * Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs. * Make exclusive use of Absa's Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client. * Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to * get a comprehensive view of the client's financial needs. * Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs. * • Generate and discuss a formal recommendation including product quote(s) for the client. * On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s). * Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA). * Submit the proposal forms to the relevant product providers for processing. * Ensure that the issued policy aligns to the recommended product. * Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship. * Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable. * Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM's. Accountability: Manage own commission earnings * Capture the correct Policy Relevant Information (PRI) number on the Commission system. * On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department. * Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database. * Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end. Accountability: Practice Management * Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice. * Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training. * Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development. * Participate performance development (PD) discussions as required by the Absa performance management standards. * Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and) * Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services * Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts). * Remain fit and proper as required for FAIS flagged roles. * Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities * Segment the client base according to profile, income potential and commission income. * Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice. Accountability: Personal Development * Attend all the required training to attain accreditation to market Absa approved products. * Attend all the requisite internal training (i.e FAIS-related programs/courses). * Attain the required FAIS credits in order to attain Fit and Proper status * Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency) Education Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised

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

Job Title Financial Aid Advisor Agency Texas A&M University Department Scholarships And Financial Aid Proposed Minimum Salary Commensurate Job Type Staff Job Description What We Want Scholarship & Financial Aid is seeking a Financial Aid Advisor I who will be primarily responsible for financial aid processing. As a financial aid processor, this person will work with a team behind the scenes to process documents and review student files. We are looking for a detail-oriented individual who can work in a fast-paced environment, multi task, problem solve, and work with spreadsheets and data. The ideal candidate will be passionate and enthusiastic about providing excellent service to students by timely working daily processing tasks. What You Need to Know Salary Range: $21.64/ hour Cover Letter & Resume: A cover letter and resume are strongly recommended Other Requirements: Occasional Travel May be asked to work weekends, holidays, and outside regular business hours during peak periods Must comply with Texas A&M System Policy 07.02 Texas Higher Education Fair Lending Practices Must be in good standing on all Federal Student Loans. The U.S. Dept. of Education will not grant access to student loan data for any individual who is in default status. Access to such information is a necessity for this position. Must be able to rectify default status within three months of employment. Good standing must be maintained for continued employment. Qualifications Required Education and Experience Bachelor's degree or an equivalent combination of education and experience No experience required Knowledge, Skills, and Abilities Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer service Working knowledge of Microsoft Office software Ability to work individually or as a team in a dynamic organization Good interpersonal communication skills Must be literate in the English language and able to comprehend, give and follow both written and verbal instructions Ability to organize and make decisions Ability to work well under pressure Ability to use tact, diplomacy, and judgment in dealing with all customers Attention to detail Responsibilities Advising/Processing Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarships Assists with reviews of student files and adjusts as needed Learns the student financial aid/scholarship process and shadows team members Award, revise and/or approve the disbursement of financial aid through the specific controls of program policy and guidelines Communicate with students and their families via multiple methods (i.e. email, in-person, phone, etc.) Review application data against additional data received and resolve discrepancies or adjust data in Banner/Compass as appropriate Collaborate with on campus representatives regarding students' financial aid concerns Financial Aid Knowledge & Team Support Learns, interprets, and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid Learns how staff interact with students and help transition students from prospective to currently enrolled students Ensure processing activities adhere to established policies and procedures while using critical thinking skills Financial Aid Processing Review match rules to find matching students records in Compass to load ISIR files Work reports related to ISIR data review - ensuring correct ISIR transaction is current record, reviewing ISIR for accurate data and adjusting as needed, and determining students' awards are accurate after FAFSA changes are made Manage reports related to processing student financial aid Ensure files are completed accurately and in a timely matter, including reports Train others in the office and answers questions related to duties Use discretion and independent judgement to research and resolve issues related to responsibilities Assist in preparing paper scholarship checks for deposit into University accounts Review scanned images of checks to ensure quality of images Balance deposit total in imaging system Prepare documents for imaging, including but not limited to identifying all documents, separating into batches, placing separator sheets as appropriate for imaging identification Scan documents using the imaging system, including but not limited to scanning batches of documents, validation of the documents scanned, and the release of these documents into the repository Provide back-up support for the Processing team as needed which includes cross training with other team members to learn different processes, correcting over awards, determining correct aid and loan periods for students, determining aid eligibility and awarding students, and processing documentation to clear C flags on students' aid applications Make corrections to student applications in CampusLogic as part of the verification process Identify discrepancies between documentation received and information in Banner based on Department of Education regulations and guidance on verification Review and enter data received from students and parents in CampusLogic and to resolve discrepancies. Review tax returns and W2s/1099s Work reports for post disbursement verification and extension Verification, and reporting of results to the Department of Education in a timely manner to remain compliant General Participates in and assists in the planning and execution of events for departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, New Student Conferences) Learns how to respond to various questions that may require researching and consolidating data regarding financial aid and scholarships Attends local, state, and national workshops, and conferences May assist with presentations Who We Are The mission of Scholarships & Financial Aid is to provide students and their families with the financial information, resources, and support needed to attend Texas A&M University. We offer a wide range of financial assistance programs, including grants, student loans, work-study employment, military education benefits, athletic aid coordination, and short-term and emergency tuition loans. Our office administers aid and military education benefits for students at Texas A&M's College Station, Galveston, McAllen, School of Law, and Health Science Center campuses-disbursing over $1 billion in financial assistance during the last academic year. Why Texas A&M University? Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experience. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service. We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes. Health, dental, vision, life and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums 12-15 days of annual paid holidays Eight hours of paid sick leave and at least eight hours of paid vacation each month Automatically enrollment in the Teacher Retirement System of Texas Health and Wellness: Free exercise programs and release time Professional Development: All employees have access to free LinkedIn Learning training and webinars Employee Tuition Assistance and Educational Release time for completing a degree while a Texas A&M employee For additional information on benefits Click here Our Commitment Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.

This position is located on-site at HQ in Bryan, Texas About BlueForge Alliance (BFA): BlueForge Alliance is an agile program integrator positioned to meet the demand to build capacity for the defense industrial base. We are a unifying organization converging technology, manufacturing, economics, and state and federal government to provide a forward-facing, federated umbrella with national visibility. As a non-profit, neutral convener, BlueForge Alliance aligns strategy with execution to coordinate regional stakeholders, assess and propose high-value efforts, and rapidly establish and deploy U.S. Department of Defense investments. By streamlining competing priorities and viewpoints, we aim to increase manufacturing capacity and technology adoption, boost the number of available suppliers and diversify investment into the defense industrial base. The Cost Analyst will play a crucial role in the Contracts and Procurement department by providing cost analysis and pricing support for government contracts, subcontracts, and procurement activities. This position will involve detailed cost estimation, pricing analysis, and the development of cost models to support bids and proposals. The Cost Analyst will collaborate closely with Program Managers, Procurement, and Finance teams to ensure cost accuracy, regulatory compliance, and alignment with the organization's mission. The ideal candidate will have a strong understanding of federal acquisition regulations (FAR/DFARS) and experience with cost analysis in a defense contracting environment. In addition to the following details, by being a BlueForger, you will be expected to uphold and exemplify our values of Belonging, Selfless Service, Integrity, Leadership, Respect, and Excellence. We uphold these values upon a backbone of humility driven by a culture of safety, vulnerability, and purpose. Essential Duties and Responsibilities: Cost Analysis and Estimation: * Conduct cost analysis and develop cost estimates for proposals, procurements, and contract modifications, ensuring accurate pricing and compliance with applicable regulations. * Analyze supplier and subcontractor cost proposals to determine reasonableness, accuracy, and compliance with FAR/DFARS and cost accounting standards. * Prepare and review detailed cost breakdowns, supporting the development of cost models that accurately reflect labor, materials, overhead, and other expenses. * Pricing and Proposal Support: * Work with the contracts and procurement teams to prepare cost and pricing proposals for government contracts, including the creation of cost proposals, pricing templates, and supporting documentation. * Collaborate with program managers and technical leads to develop budgets, pricing strategies, and cost narratives for new and ongoing projects. * Ensure all pricing proposals are compliant with government contracting standards, cost principles, and internal policies. * Financial Data Analysis and Reporting: * Conduct financial analysis to assess project cost performance, identify variances, and provide insights to program management. * Generate and review reports related to cost analysis, project budgets, and financial performance, identifying trends and recommending cost control measures. * Support cost audits and government inquiries, preparing detailed documentation and analysis as required. Regulatory Compliance: * Ensure compliance with FAR, DFARS, CAS, and other relevant government regulations, as well as organizational policies, in all cost and pricing activities. * Maintain an up-to-date understanding of cost and pricing regulations, best practices, and changes in government procurement requirements. * Assist in the development and implementation of cost control policies, procedures, and tools to maintain compliance and optimize efficiency. * Supplier and Subcontractor Analysis: * Review and analyze supplier and subcontractor cost proposals and pricing structures to ensure they align with project budgets and requirements. * Conduct cost/price analysis and benchmarking for suppliers to support negotiations and contract awards. * Collaborate with procurement and supply chain teams to validate cost estimates and support the selection of cost-effective suppliers and subcontractors. Continuous Improvement: * Identify and implement best practices in cost analysis, pricing methodologies, and data analysis tools to improve the accuracy and efficiency of cost proposals. * Support the development of tools and templates for cost estimation and pricing, ensuring consistency and accuracy across proposals. * Participate in cross-functional teams to identify and implement process improvements in the Contracts and Procurement department. * Performs other related duties as assigned. Travel Expectations: * Expected travel: None. Required Skills/Abilities: * Familiarity with FAR, DFARS, and cost accounting standards (CAS) is highly desirable. * Experience with cost estimation for complex government proposals and procurements. * Strong analytical skills, with proficiency in cost modeling, financial analysis, and data interpretation. * Proficiency in Microsoft Excel and financial software, with experience in ERP or project management systems (e.g., Deltek, Costpoint, SAP). * Detail-oriented with the ability to manage multiple priorities and meet tight deadlines. * Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments and present cost data to non-financial stakeholders. * Ability to interpret and apply government contracting regulations, cost accounting standards, and cost principles. * Ability to function well in a fast-paced environment. Education, Certifications, and Experience: * Education: Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field. * Minimum of 3 years of experience in cost analysis, pricing, or financial analysis, preferably within a defense contracting or government contracting environment. * Certified Cost Estimator/Analyst (CCE/A) or similar certification is a plus. Physical Requirements: * Prolonged periods of sitting at a desk and working on a computer. * Ability to lift up to 20 pounds. Travel Expectations: * Expected travel: None Note: BlueForge Alliance provides equal employment opportunities to all employees and applicants for employment. The company prohibits discrimination and harassment based on any characteristic protected by federal, state and local laws. To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158 or be eligible to obtain the required authorizations from the U.S. Department of State. All roles are security sensitive, and employment is contingent on a criminal history check and credential verification. The ability to perform essential job functions, with or without reasonable accommodation, is required. Reasonable accommodations will be made to help enable qualified individuals with disabilities to perform the essential functions. The job description outlines key responsibilities, but the position may include additional duties.

Job Title Financial Specialist II Agency Prairie View A&M University Department Procurement & Disbursement Serv Proposed Minimum Salary Commensurate Job Type Staff Job Description The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties. The salary is determined in accordance with the University's compensation structure and will be commensurate with the candidates' education and experience, within the assigned salary range for this position. Responsibilities: * Processing assigned invoices within the E-procurement system and monitoring to ensure payment completion within 30 days to avoid prompt pay interest and delinquent payments. * Investigates and resolves problems associated with processing of invoices and receiving. * Serve as point of contact for vendors and university staff for questions or concerns as it relates to various Accounts Payable processes. * Provide guidance and assistance to customers, both internally and externally regarding status of invoices and payments. * Maintain the payable email account and assign invoices to Accounts Payable team accordingly for processing. * Researches a variety of routine internal and external inquiries concerning account status, to include communicating the resolution of discrepancies to appropriate persons. * Monitor error reports to ensure timely processing of vouchers and work with University Departments and/or Director of Disbursements to reconcile errors as identified and determine process improvement to avoid recurrences. * Serve as a back-up for preparation of manual scholarship and service department vouchers for timely reimbursements from the state. * Serve as a back-up to ensure proper reconciliation of the USAS batch filings. * Perform other duties as assigned. Required Education and Experience: * High school diploma or equivalent combination of education and experience. * Five years of related experience. Required Knowledge, Skills and Abilities: * Knowledge of word processing, spreadsheet, and database applications. * Ability to multitask and work cooperatively with others. * Strong verbal and written communication skills. * Strong interpersonal and organizational skills. Preferred Qualifications: * Associate's degree in Business. * Ten years of related experience. * Excellent Excel skills. * Strong problem-solving ability. * Good analytical ability. * Good communication skills. Job Posting Close Date: * 12/19/2025 Required Attachments: Please attach all required documents listed below in the attachment box labeled as either "Resume/CV or Resume/Cover Letter" on the application. Multiple attachments may be included in the "Resume/CV" or Resume/Cover Letter" attachment box. Any additional attachments provided outside of the required documents listed below are considered optional. * Resume or Curriculum Vitae * Cover Letter Application Submission Guidelines: All applicants are required to apply via our Career Site on or before the closing date indicated on the job posting. Applicant inquiries received via email and websites such as Indeed, HigherEdJobs, etc. will not be considered unless the individual has applied to the available position via the PVAMU Career site. The required documents listed in the above "Required Attachments" section must be attached to the application prior to the job closing date indicated to ensure full consideration for the application submitted. Please contact the Office of Human Resource on or before the closing date indicated above at ************ or ************** should you need assistance with the online application process. Background Check Requirements: All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.

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.

**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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Bi-lingual Spanish speaking * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

Job Title Financial Specialist II Agency Texas A&M University Department FMO Financial Management Operations Proposed Minimum Salary Commensurate Job Type Staff Job Description A Glimpse of the Job The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties. Essential Duties/Tasks Inventory Certification Perform physical inventory certifications of assets across campus Monitor progress of certifications and ensure accurate data entry and updates Manage asset changes, perform error checks, and address discrepancies for compliance with State, System, & University policies to ensure decreased risk Investigate missing or mis-accounted assets and report findings Contribute to process improvements for inventory certification and asset management Financial Data Management Process and maintain asset records by printing and physically affixing permanent asset tags to all newly purchased departmental assets in accordance with established procedures Initiate and process the documentation required for the transfer or disposal of departmental inventory, ensuring accurate and timely updates in the asset management system Serve as a primary point of contact for departmental staff, providing support and timely resolution to inquiries regarding asset location, tagging protocols, and new equipment purchases Internal & External Customer Support Respond to department and system member inquiries via phone calls, emails, and the ticketing system in a timely and professional manner Provide accurate information and assist with resolving issues related to fixed asset processes, policies, or procedures Document and track inquiries, ensuring follow-up and resolution of outstanding requests Backup Collaborate with other departments as needed to ensure accurate and consistent responses What you need to know Salary: $18.68/hour Special Instructions: A cover letter and resume are strongly recommended. You may upload these in the CV/Resume section. Required Education and Experience High school graduation or any equivalent combination of education and experience Five years of experience in a specialized financial field such as accounts payable, payroll, student accounts Preferred Qualifications Experience with Asset Tagging (e.g., barcoding/RFID) and/or property tracking systems Knowledge, Skills, and Abilities Ability to multitask and work cooperatively with others Knowledge of word processing, spreadsheet, and database applications Strong verbal and written communication skills Strong interpersonal and organizational skills Other Requirements and Factors This position is security sensitive This position requires compliance with state and federal laws/codes and Texas A&M University System/TAMU policies, regulations, rules and procedures All tasks and job responsibilities must be performed safely without injury to self or others in compliance with System and University safety requirements Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change. These are practical abilities the candidate should demonstrate: Sales & Client Engagement * Support sales through analysis of client portfolio and proactive engagement. * Assist with profit growth through sales and acquisition of new clients. * Identify opportunities to expand the customer base with creditworthy clients. * Manage existing clients, generate new leads, and grow active customer accounts. * Understand and market all financial services solutions within the business offering. Reporting & Analysis * Compile reports that track progress and guide business decisions. * Provide sound services and recommendations based on trends and client needs. Administration & Planning * Provide efficient administration through careful planning, reporting, and updating. * Ensure effective management of the leads pipeline. Stakeholder Management * Develop and manage key stakeholder relationships to achieve operational objectives. * Develop, encourage, and nurture collaborative relationships within FNB/FRG. These are behavioral and cognitive attributes expected from the candidate: Service Excellence * Deliver exceptional, high-quality advice that exceeds customer expectations. * Contribute to a culture of service excellence and positive relationships. Innovation & Continuous Improvement * Contribute to innovation by finding faster and more accurate ways of working. * Continuously assess own performance and seek feedback and training. Compliance & Governance * Comply with statutory, legislative, policy, and governance requirements. * Act responsibly with work-related resources to contribute to cost containment. Financial Acumen * Achieve expected financial targets and uphold service levels. You will be an ideal candidate if you: * Relevant NQF7 Level Degree in Finance, Economics or Accounting. * Completed RE5 qualification * Have 2 - 3 years' experience within a Sales/Service area of a banking / financial environment. Cat 1: * 1.3 Long-Term Insurance subcategory B1 * 1.4 Long-Term Insurance subcategory C * 1.5 Retail Pension Benefits * 1.8 Shares * 1.9 Money Market Instruments * 1.12 Bonds * 1.14 Participatory Interests in a Collective Investment Scheme * 1.15 Forex Investments * 1.17 Long-term Deposits * 1.18 Short-term Deposits * 1.20 Long- Term Insurance Subcategory B2 * 1.21 Long- Term Insurance Subcategory B2- A * 1.22 Long-term Insurance subcategory B1-A * 1.24 Structured Deposits * 1.26 Participatory Interest in hedge fund #LI-NK3 #POST #FNB Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 21/12/25 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Title Financial Specialist II Agency Prairie View A&M University Department Procurement & Disbursement Serv Proposed Minimum Salary Commensurate Job Type Staff Job Description The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties. The salary is determined in accordance with the University's compensation structure and will be commensurate with the candidates' education and experience, within the assigned salary range for this position. Responsibilities: Processing assigned invoices within the E-procurement system and monitoring to ensure payment completion within 30 days to avoid prompt pay interest and delinquent payments. Investigates and resolves problems associated with processing of invoices and receiving. Serve as point of contact for vendors and university staff for questions or concerns as it relates to various Accounts Payable processes. Provide guidance and assistance to customers, both internally and externally regarding status of invoices and payments. Maintain the payable email account and assign invoices to Accounts Payable team accordingly for processing. Researches a variety of routine internal and external inquiries concerning account status, to include communicating the resolution of discrepancies to appropriate persons. Monitor error reports to ensure timely processing of vouchers and work with University Departments and/or Director of Disbursements to reconcile errors as identified and determine process improvement to avoid recurrences. Serve as a back-up for preparation of manual scholarship and service department vouchers for timely reimbursements from the state. Serve as a back-up to ensure proper reconciliation of the USAS batch filings. Perform other duties as assigned. Required Education and Experience: High school diploma or equivalent combination of education and experience. Five years of related experience. Required Knowledge, Skills and Abilities: Knowledge of word processing, spreadsheet, and database applications. Ability to multitask and work cooperatively with others. Strong verbal and written communication skills. Strong interpersonal and organizational skills. Preferred Qualifications: Associate's degree in Business. Ten years of related experience. Excellent Excel skills. Strong problem-solving ability. Good analytical ability. Good communication skills. Job Posting Close Date: 12/19/2025 Required Attachments: Please attach all required documents listed below in the attachment box labeled as either “Resume/CV or Resume/Cover Letter” on the application. Multiple attachments may be included in the “Resume/CV” or Resume/Cover Letter” attachment box. Any additional attachments provided outside of the required documents listed below are considered optional. Resume or Curriculum Vitae Cover Letter Application Submission Guidelines: All applicants are required to apply via our Career Site on or before the closing date indicated on the job posting. Applicant inquiries received via email and websites such as Indeed, HigherEdJobs, etc. will not be considered unless the individual has applied to the available position via the PVAMU Career site. The required documents listed in the above "Required Attachments" section must be attached to the application prior to the job closing date indicated to ensure full consideration for the application submitted. Please contact the Office of Human Resource on or before the closing date indicated above at ************ or ************** should you need assistance with the online application process. Background Check Requirements: All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.

College Station, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** 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. **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 + Bi-lingual Spanish speaking **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 **Schedule:** + Monday - Friday and rotating Saturdays **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.