Finance representative jobs in Kent, WA - 377 jobs

The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processingroutine and complex financial transactions for members in-person, over the phone, and by e-mail.You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.Here's what you can expect from the job and what you need to be successful:Job Duties: Quickly processroutine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to workin fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strongcritical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location:Kirkland Urban Experience Center - Kirkland, WA 98033 (FULL TIME ON-SITE) Target Compensation:$25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTFRetail

**$1,500 Sign-On Bonus!** Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Southcenter Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members. This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture here! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Universal Associate II: Responsibilities: You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc. Accept, review, and process consumer loans. Requirements: At least one year of experience as a teller or equivalent customer facing banking experience. Experience in opening new accounts and loans required. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday 8:45AM - 5:15PM or 9:15AM - 5:45PM, with rotating Saturdays 8:45 AM - 1:15PM, affording a day off during the week. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website. Questions can be sent to hr@masterworks.agency. Functional areas within Masterworks: Administration Data Analytics Data Production Client Services Creative Digital Media Digital & Print Production Finance Media Project Management Requirements: Varies by role

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

Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. * Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Assist non-members with establishing membership. * Accurately take consumer lending applications. * Review credit reports for concerns and obtains approvals and submit loan documentation. * Close loans and effectively communicates with members regarding the next steps. * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic requests. * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and team members are following established cash limits. * Opens consumer deposit accounts and performs consumer account maintenance. * Places cash and supply orders, balances vault cash, and maintains ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Mentor and help train new Member Service Associates (MSAs) * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Fluidly transition between tasks as an MSA or Sr. MSA. * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication. * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner. * Participate in and support a team environment. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities * Attend and engage in coaching and training led by the leadership team and established advisors. * Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. * Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. * Schedule and conduct financial planning and advice meetings with clients and client prospects. * Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. * Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. * Build a book of business as a stand-alone Ameriprise Financial advisor. * If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications * 3+ years of work experience with a proven track record of success. * Have a network of personal and professional contacts within the local area that you may engage for referrals. * Showcase a background in building strong relationships and delivering superior client service. * Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. * Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications * Four-year college degree, or equivalent * Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. * Willingness and desire to be part of a coaching relationship and peer learning environment. * Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $53,000 - 83,000 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

About the Role Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien) Knowledge of the Preliminary Notice and Lien Release process within various States. Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time. Here's a Snapshot of How You'll Contribute to Our Team Strong attention to detail with proven time management, planning & organisation skills Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values Self-motivated, results driven and strong problem-solving skills Great attention to detail with the ability to prioritise tasks and meet deadlines Excellent interpersonal and communication skills - oral and written Excellent multitasking and analytical skills Who We're Looking For Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset. 2+ years related experience Excellent computer skills for word processing and excel spreadsheet analysis Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner Ability to work with difficult customers and resolve problems and issues Occasional travel to the US may be required Why Choose ICONIX? This is a place where you will be empowered to do your best work. We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered. Base Pay: $29.75 - $34.50 per hour Employee Incentive Plan (Annual Bonus)* Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays) Flexible health benefit plans (medical, dental, vision, ancillary) 401(k) plan with employer matching Education assistance Professional development Scholarship program Flexible work arrangements Referral bonuses Employee discount programs Comprehensive employee assistance program *For eligible employees. Ready to build your career and realize your full potential? Apply now and join the flow! #IWW ICONIX. Real People. Real Service. Real Solutions. ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks. Working at ICONIX Means Being Part of a Greater Organization ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group. Follow Us on Social Media

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member's needs. Assist with staff development and oversee the branch as assigned. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Build meaningful relationships by participating in branch promotions and community events. Support the Member Service Center with incoming calls as scheduled, monitor call activities and appropriately allocate assistance as branch and MSC needs arise. Work in partnership with the branch management team to coach, train, develop and motivate branch staff and implement necessary changes to improve individual and branch performance. Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience. Work effectively in a team environment across all organizational levels, where flexibility, collaboration, and adaptability are important. Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred. Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Salary Health benefits Requirements Interest in marketing products and services based on customer needs Organizational skills Proactive in problem solving Pride in getting work done accurately and timely Ability to effectively relate to a customer Bilingual - Korean required 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: $55,000.00 - $115,000.00 per year Ready to Launch Your Career? We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent! About Our Agency Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award Additional languages spoken: Spanish and Mandarin If you want a career, not a job, then we encourage you to apply. 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: **************************************************************************

The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processingroutine and complex financial transactions for members in-person, over the phone, and by e-mail.You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.Here's what you can expect from the job and what you need to be successful:Job Duties: Quickly processroutine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to workin fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strongcritical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Studios West Experience Center - Redmond, WA 98052 (FULL TIME ON-SITE) Target Compensation:$25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail

**$1,500 Sign-On Bonus!** Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Redmond Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members. This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture here! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Universal Associate II: Responsibilities: You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc. Accept, review, and process consumer loans. Requirements: At least one year of experience as a teller or equivalent customer facing banking experience. Experience in opening new accounts and loans required. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday 8:45AM - 5:15PM or 9:15AM - 5:45PM, with rotating Saturdays 8:45 AM - 1:15PM, affording a day off during the week. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Job DescriptionSalary: Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website. Questions can be sent to hr@masterworks.agency. Functional areas within Masterworks: Administration Data Analytics Data Production Client Services Creative Digital Media Digital & Print Production Finance Media Project Management Requirements: Varies by role

Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns. * Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions. * Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc. * Mentor and help train new PFRs and MSAs. * Proficient at understanding and completing branch audits and certifications. * Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader. * Fluidly transition between tasks as an MSA, Sr. MSA, or PFR. * Assist non-members with establishing membership. * Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans. * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic wire requests. * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits. * Opens consumer deposit accounts and consumer account maintenance. * Able to place cash orders, supply orders, balance vault cash, and maintain ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance cash drawer at the end of every shift. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication. * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner. * Participate in and support a team environment. * Meet or exceed established service levels, job performance, and organizational goals. * Constantly adapt to changing priorities with a positive attitude. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions.

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

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.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $53,000 - 83,000 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Salary Health benefits Requirements Self-motivated Proactive in problem solving Provide timely and thorough activity reports to agent Bilingual - Korean preferred 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 - $110,000.00 per year Ready to Launch Your Career? We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent! About Our Agency Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award Additional languages spoken: Spanish and Mandarin If you want a career, not a job, then we encourage you to apply. 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.