Finance representative jobs in Chapel Hill, NC - 216 jobs

Raleigh, NC This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Manage market of generation or contract resources for participating Members and Clients. Manages market exposure with regards to open book positions. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision making abilities. Coordination of Demand Side Management activities. Assists in the gathering of power marketing intelligence. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitors market conditions and analyzes transactions to help identify and execute energy trades. Manages optimization opportunities of client portfolios. Excellent customer relationship management skills and ability to build business relationships with other companies Ability to travel. Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position. Any additional responsibilities assigned by management. Required Qualifications Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education. Previous business experience preferred to include price negotiation, data analysis and customer service. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems Application and use of critical thinking skills.

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $50,000 - $140,000 Responsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Be a coachable, organized team member interested in pursuing training development and educational opportunities Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Job duties include, but are not limited to: Sell & Maintain Life Insurance & Annuities Sell & Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Maintain accurate and up-to-date client records and compliance documentation Qualifications: Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Valid FINRA Series 7 & 63/66 preferred but not required A required Bachelor's degree in business administration, finance, or similarly related field Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients If you are someone who has: The mindset of a capitalist and the heart of an altruist High energy, a strong work ethic, and a positive, optimistic approach A passion for helping people and a strong sense of mission Confidence, resilience, humility, and total commitment to your work Integrity and trustworthiness in everything you do The desire to create your own success while making a meaningful impact in your community Requirements: Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Business mindset with a strong drive to succeed and grow a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.

Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy. Answering client questions about financial strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Resilience and humility. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial strategies or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Requirements: Bachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR l0OCgX6amt

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** 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

Job Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $80,000+ performance-based Responsibilities: Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Bachelor's degree in business administration, finance, or related field is required Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Bachelor's Degree a must, sales experience and/or financial internships a plus. A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Responsive recruiter Benefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview State Farm Insurance Agent located in Raleigh, NC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $50,000.00 - $75,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Raleigh, NC and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Internship Description : Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit ************** or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: This position is will be within a certain area of the finance team from Tax, Strategy, Controllership, or FP&A. As a broader part of the finance department, this position will have the ability to gain exposure to other functions and high impact projects. This role is required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: Budgeting and Forecasting Support Help in the preparation and review of budgets and forecasts. Support variance analysis by comparing actuals vs. budgeted numbers. Account Reconciliation Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries. Identify discrepancies and report findings to senior finance staff. Financial Reporting Help prepare monthly, quarterly, and annual financial reports. Support the team in ensuring accuracy and compliance with company policies. Invoice Processing & Expense Tracking Assist with reviewing and processing vendor invoices and employee expense reports. Ensure documentation accuracy and compliance with internal policies. Market and Competitor Research Conduct basic financial research on market trends, competitors, or investment opportunities. Summarize findings and present to supervisors or team leads. ERP/Finance System Data Entry Enter and maintain data in financial software or enterprise resource planning (ERP) systems like SAP, Oracle, or QuickBooks. Ad Hoc Projects Assist with special projects such as cost-saving initiatives, financial modeling, or data cleanup efforts. What We Provide: Hourly Full-Time hours 9-week summer program What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Working towards a Bachelor's degree in Finance or Accounting Analytical, problem solving and organizational skills. Proficiency in Microsoft Word, Excel and Access applications. Clear and concise verbal and written communication skills.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview State Farm Insurance Agent located in Raleigh, NC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

As a Financial Services Representative II, you'll be responsible for building and maintaining strong relationships with both new and existing customers while helping them achieve their financial goals. You'll take a proactive approach to customer engagement ensuring that each interaction is meaningful and tailored to that customer's needs allowing you to identify new opportunities for growth and retention. Additionally, you will balance routine transactions and interactions with assisting customers through more complex banking matters while contributing to consistent growth and enhancing the financial well-being of our customers. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners Delivers exceptional customer experience through proactive engagement, building relationships through meaningful conversations, and anticipating and fulfilling customer needs to deliver solutions that earn the customer's trust Proactively identifies opportunities and generates high-quality referrals to branch associates, internal partners, and external vendor partners in addition to partnering on business development activities to drive business growth and enhance customer satisfaction Assists with the resolution of more complex banking and customer service issues that may require research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and relationship to deliver informed solutions to our customers. Contributes to the efficient and effective operation of a well-run branch by following established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Responsible for assisting other associates as needed within defined authority limits and supporting branch management in operational tasks Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in and bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and/or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Advanced customer service skills Intermediate verbal, written, and listening skills Intermediate problem solving skills Intermediate collaboration skills Intermediate understanding of banking products and services Advanced adaptability skills Basic prioritization skills Basic proficiency with MS Office Intermediate critical thinking skills Intermediate negotiation skills Intermediate relationship building skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

As a Finance Intern, you will benefit from a hands-on experience that will provide you an opportunity to gain in-depth knowledge of our organization and culture. You will gain exposure to different areas of financial applications and processes. As a valuable team member, you will be given the opportunity to apply your exceptional analytical and problem-solving skills to a wide variety of finance and accounting activities. You will manage a project from start to finish, and culminate your summer experience by presenting your results to leadership. Start Date: This internship is set to begin on May 26th 2026 for an 11-week duration ending on August 7th 2026. Relocation: Please note this Internship Opportunity is designed to be 100% Onsite, 40 hours/week and a relocation/housing stipend is not provided. Company Overview FUJIFILM Biotechnologies is building the future of bioproduction in Holly Springs, North Carolina. By end of 2025, we'll open North America's largest end-to-end CDMO biopharmaceutical manufacturing facility, offering drug substance production, fill-finish, and packaging under one roof. We're looking for passionate, mission-driven people to help us realize this exciting vision and deliver the next vaccine, cure, or therapy. We offer a dynamic work environment and we're proud to cultivate a culture that will fuel your purpose, energy, and drive-what we call Genki. Ready to shape the future of medicine? Let's transform healthcare together! Holly Springs, North Carolina, combines small-town warmth with proximity to Raleigh's thriving tech scene, making it the perfect blend of community and opportunity. Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of "giving our world more smiles." Visit: *************************************************** Job Description What You'll Do Under the direct supervision, support and guidance of the manager: * Work closely to support the department in development and implementation of processes * Conduct research, ask questions, gather, and analyze data * Prepare and/or review documents, reports and/or presentations * Work closely with supervisor to determine internship project and achieve project goals * Final presentation of assigned project at the conclusion of the internship * Search for opportunities for continuous improvement * Interact with department, cross-functional groups, and senior leadership * Attend social and professional networking events * Analyze budgets against actuals and forecast * Assist in process optimization efforts to achieve more effective and efficient processes * Engage with a variety of stakeholders across the organization for improving financial processes * Establish internal controls for mitigation of risk * Participates in risk review and analysis processes, including assistance with reporting * Ad hoc management reporting requests * Prepare and analyze various financial data sets Basic Requirements * Currently enrolled in an Associate's Degree program with a Business Focus OR• Currently enrolled in a Business Focused Undergraduate or Master's degree Program• Proficient in Microsoft Word, Excel, and PowerPoint Preferred Requirements * Prior experience in Pharma/Biotech/Chemical Industry• Prior hands-on technical experience (in a laboratory or manufacturing environment) WORKING CONDITIONS & PHYSICAL REQUIREMENTS * Ability to discern audible cues * Ability to ascend or descend ladders, scaffolding, ramps, etc * Ability to stand for prolonged periods of time - up to 60 minutes * Ability to sit for prolonged periods of time - up to 240 minutes * Ability to conduct activities using repetitive motions that include writs, hands and/or fingers * Ability to conduct work that includes moving objects up to 10 pounds To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid. EEO Information Fujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc. ADA Information If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (FDBN_****************).

Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems. Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time. Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships. Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships. Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community. Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information. Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 7 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

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

JobID: 210704769 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT