Associate, Investment & Portfolio Management
Investment Banker Job In Bloomington, MN
National Grid Renewables is a full-service renewable energy company headquartered in Minneapolis, Minnesota. National Grid Renewables has developed over 2,400 megawatts of wind and solar projects that are either operational or currently under construction throughout the United States. National Grid Renewables has a multi-gigawatt development pipeline of wind and solar projects in various stages of development throughout the United States. National Grid Renewables provides custom solutions for utilities and corporations looking to harness renewable energy for business growth. With deep roots in agriculture, National Grid Renewables prides itself on developing renewable energy projects that are farmer-friendly, community-driven, and beneficial for rural communities.
Position Description
The Associate, Investments and Portfolio Management is a key member of the investment team at National Grid Renewables (NGR). You will support all aspects of the business, including business strategy, investment management through leading projects through investment approvals, portfolio management through monitoring portfolio diversification and recommending opportunities for operational improvement, and pipeline management through producing analysis to support influencing the development pipeline to meet strategic goals. You will work closely with other teams within the NGR team, including Development, Origination, Construction, Engineering, Project Management, Legal, Tax, Project Finance, and Asset Management.
The Investments and Portfolio Management function at NGR is responsible for (i) end-to-end investment management, including ensuring transparent decision making throughout development, investment, and operations; (ii) managing and optimizing the NGR portfolio to execute on the agreed upon strategy elements; and (iii) owning data insights to facilitate producing the appropriate pipeline that will deliver on the long-term strategy owning and operating a diverse portfolio of onshore renewable energy assets, working with the NGR leadership team.
Key Accountabilities
Job duties of this role span the entire business, from development through operations.
Strategy
Implement a business strategy aligned with the organization's vision to achieve and surpass the long-term strategic goals
Analyze and report directly to Manager on the alignment between annual plan, business planning, and strategy
Research and assess economic and market trends to support strategic decisions
Investment Management
Produce and present detailed pro-forma financials to the various investment stakeholders (Joint Venture Partners, Tax Equity Partners, etc.)
Compile information and procure financial models to support the Origination, Management, and Project Finance functions
Collaborate with project engineers, originators, developers, and pre-construction team to develop and refine appropriate assumptions for project models
Build internal business case for proposed projects (payback, IRR, NPV, risk assessment, etc.)
Analyze complex legal documents to determine impacts to financial model and investment strategy
Procure and provide financial commentary to senior leaders for Investment Committee meetings
Lead projects through the internal investment processes to ensure milestones are met in a timely manner
Collaborate with the Vice President of Project Finance on modeling responsibilities throughout project finance transactions, including term debt, tax equity, and cash equity investments
Procure and update financial models for the Vice President of Project Finance during the Tax Equity financing process, and assist in communicating to Tax Equity Partners on project milestones, risks, and returns
Perform M&A due diligence on potential project acquisition opportunities by preparing buy-side project models and analyzing crucial project metrics
Implement initiatives to improve financial optimization, underwriting, deal tracking, etc.
Portfolio Management (Operations)
Review, compile, and model current and future portfolio performance
Compile and summarize financial data and performance of operational assets
Recommend changes to Executive Management on portfolio and assets based upon investment performance and desired portfolio composition
Analyze and propose opportunities for operational improvement
Monitor portfolio diversification and strategy
Pipeline Management (Development)
Influence development pipeline to meet strategic goals and desired overall portfolio structure
Interpret and review terms in power purchase agreements, operating agreements, and financing agreements to ensure alignment with the financial model
Enhance pipeline valuation to assess the pipeline quality and reporting
Model late-stage wind, solar, and storage projects
Provide insight to the Origination team to ensure new offtake contracts are aligned with the desired operating portfolio metrics
Other
Responsible for training in and mentoring new employees on the Investments and Portfolio Management team
Audit pro forma financial models to ensure accurate representation of project risks and returns
Performs other job-related duties as assigned
Leadership
Role model the National Grid values
Do the Right Thing
Find a Better Way
Make it Happen
Lead by example and be able to demonstrate high levels of leadership skills in the areas that are important to National Grid Renewables
Create belonging
Set direction
Drive change
Deliver results
Develop others
Technical Capabilities (Knowledge, Skill, Experience)
Educated to Bachelor's degree level (in a relevant discipline)
Experience 2-5 years
Experience in renewable energy, power, or infrastructure preferred, but not required
Collaborative positive attitude
Driven and self-motivated
Analytical minded and detail-oriented
Strong written and oral communicator
Ability to adapt quickly to changing priorities
Experience using Microsoft Office Suite
All offers of employment are contingent upon the successful completion of reference check, & background check. National Grid Company is an Equal Opportunity Employer.
Pay Range for the posted level: $100,000.00 - 140,000.00
We offer a comprehensive benefit package, including Medical, Dental, 401(k) and disability benefits.
National Grid Renewables believe fostering diversity, equity and inclusion is everyone's responsibility. Open, honest and respectful ways of working, learning and communicating are the cornerstones of a successful business, and leveraging inclusion and diversity lead to better business results. At National Grid Renewables, we're focused on creating a work environment where our people feel respected and included, and therefore empowered to be themselves.
Experienced Investment Banking Analyst
Investment Banker Job In Minneapolis, MN
Paralign Capital Partners is a merchant bank, combining best-in-class investment banking advisory services and capital management, with expertise in highly structured and complex mergers and acquisitions, capital markets, and ESOP transactions designed to integrate value creation, liquidity, income/capital gains/estate tax planning, shareholder legacy, and other considerations. The firm serves closely held, middle market family- and founder-owned businesses. In addition to a leading advisory platform, Paralign manages investment vehicles designed to invest in our clients and the transactions we structure. Paralign was formed as partnership between former clients and Paralign professionals who share a common vision for a better, more aligned advisory and investment fund model for middle market businesses, combining sell- and buy-side experience and expertise for a sum that is greater than its parts.
Job Description
Paralign's team is critical to the success of our client-partners and projects by providing key strategy input and completing and overseeing process execution. Accordingly, Paralign expects that all team members will be highly curious, self-motivated, and collegial leaders seeking to help build a highly entrepreneurial, growing enterprise.
More specifically, Analysts on Paralign's team support our shared success and prosperity by:
Analyzing and explaining historical and projected client financial information
Conducting due diligence, modeling, and general process execution across a wide variety of transaction types (Employee Stock Ownership Plans (“ESOPs”), sellside M&A transactions, buyside M&A transactions, debt and equity capital market transactions, among others)
Performing and reviewing in-depth valuations of companies utilizing multiple financial methodologies
Working in a fast-paced environment with frequently competing demands on your time while meeting project deadlines
Reporting to, and working with, Paralign's Associates and Vice Presidents, as well as other members of the organization
Preparing and reviewing board presentations, confidential information presentations, confidential teasers, management presentations, among other presentations to support process execution
Preparing and reviewing complex cash flow modeling incorporating leverage transactions, ESOPs, and multiple corporate and shareholder tax strategies
Supporting senior members of the team with their business development efforts;
Responsible for establishing and maintaining relationships with senior management level client representatives as part of the project execution process, while also assisting senior team members in the establishment and maintenance of other relationships with clients and prospective clients, their advisors, capital providers, and other stakeholders
Utilizing an entrepreneurial mindset to drive successful outcomes for Paralign and our client-partners
Performing other functions and duties as required to pursue the firm's growth
Qualifications
Ideal candidates would possess the following characteristics:
Deep commitment to Paralign's vision, values, and unique positioning in the marketplace
Ability to think critically through complex structures and develop novel ideas regarding financial analyses and presentations
A desire to build a leading financial services platform and, in the process, build a differentiated and attractive financial services career
Have a willingness to be physically located at our office in Minneapolis' North Loop
Superb communication skills, with a focus on project management, summarizing financial analyses, and client management
Preferred candidates will maintain a strong, but developing knowledge of investment banking, accounting, tax, and finance
Ability to travel as needed
Desire and ability to manage multiple projects simultaneously
Ability to work hard with a positive attitude while maintaining high standards of performance and a great attention to detail in all facets of work
Highly independently motivated and willing to work long hours as needed to meet project demands
1-2 years' experience in investment banking, leveraged lending, and/or private equity, with prior exposure to ESOPs and ESOP transactions being an advantage but not requirement
Successfully passed FINRA's SIE, Series 63, and Series 79 exams
Undergraduate study in accounting, finance, economics, or similar with a 3.5+ GPA
Salary Range
Paralign is dedicated to providing its team with upwardly mobile advancement opportunities and significant compensation potential, which may include components such as direct and/or synthetic equity incentives and other benefits. While inherently unpredictable based on market, industry, firm performance, individual performance, and economic conditions, Paralign is prepared to provide a highly competitive compensation package based on the candidate's relevant qualifications, skills, and experience. Subject to the foregoing, Paralign is offering base pay of $100,000-$125,000 annually, plus a competitive bonus program payable biannually, as well as medical, dental, vision, 401(k) / profit sharing, and other ancillary benefits.
Investment Banking Analyst (Experienced)
Investment Banker Job In Minneapolis, MN
Northborne Partners is a Minneapolis-based middle market investment bank focused on providing sell-side M&A advisory services to clients globally across the food & consumer, healthcare, industrials and business services sectors. We provide decades of M&A experience and highly sophisticated advice to entrepreneurs, families, private equity firms and other private business owners.
Northborne is seeking an experienced Analyst to join our rapidly growing M&A practice in Minneapolis. Our Analysts play a critical role in every aspect of the transaction process from initial pitch through closing, including interacting closely with the firm's senior bankers and clients' senior executives. The position offers opportunities to gain deep technical expertise, professional development, and upward mobility, while taking on substantial responsibility in transaction execution and client management. This is an excellent opportunity to join a high energy, collaborative, team-oriented environment where your contribution is important and valued from the start. We are focused on attracting, developing, and retaining talented candidates and enabling them to grow individually and advance within our firm on a personalized timeline. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, and are motivated by the prospect of building a leading M&A advisory firm together.
Responsibilities
Supporting preparation of pitch and marketing presentations
Preparing, analyzing, and explaining historical and projected financial information
Assisting in the preparation of financial models and business valuations
Conducting industry and company-specific research and due diligence
Identifying potential strategic and financial (e.g., private equity) buyers for our clients
Supporting the due diligence process of buyers, including managing online data rooms
Interacting with clients regularly, including attending client meetings
Assisting in the development of client, prospective client, and professional advisor relationships
Participating in the overall growth and culture of the firm
Culture
Our success is rooted in recruiting, developing and retaining high-quality, driven professionals. Northborne is proud to offer a culture that rewards initiative and allows employees to develop as quickly as they are capable, allowing everyone opportunity to contribute meaningfully to Northborne's continued growth and share in its success. Our balanced culture and flat organizational structure are designed to create a supportive environment where employees can do their best work and enjoy their careers while providing ample opportunities to develop professionally through close mentorships and meaningful responsibility.
Qualifications
Bachelor's degree in finance, accounting, business, economics or a related field
1 to 2 years of investment banking, transaction advisory, finance, or M&A experience
Knowledge of general accounting and finance principles
Ability to manage multiple tasks and deadlines with impeccable attention to detail
Strong analytical, quantitative, problem solving and conceptual skills
Excellent writing, verbal communication, and computer skills (Excel, PowerPoint, Word)
Ability and desire to work in a fast-paced and intellectually challenging environment
Candidates must be able to work well under pressure, handle multiple projects at once and learn quickly
Financial Representative
Investment Banker Job In Saint Paul, MN
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Personal Banker Roving Burnsville MN
Investment Banker Job In Lakeville, MN
Job DescriptionWhy Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.
About this role:
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to travel 100% of the time within the district
Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
Ability to work weekends and holidays as needed or scheduled
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
8790 207th St W. LAKEVILLE, MN 55044
16817 Duluth Ave SE PRIOR LAKE, MN 55372
100 W Burnsville Pkwy BURNSVILLE, MN 55337
17365 Kenyon Ave LAKEVILLE, MN 55044
Pay Range:
This job profile is eligible for a 10% pay differential.
Personal Banking: Covers jobs responsible for offering a full range of Wells Fargo products, services, and digital options to help customers succeed financially. Proactively engages with customers through various channels to provide exceptional customer experience and build relationships.
Posting End Date:
26 Sep 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Financial Planning Associate
Investment Banker Job In Minneapolis, MN
Garry Executive Search is proud to represent a well-established Registered Investment Advisory (RIA) firm managing over a billion dollars in assets. This firm is passionate about delivering exceptional financial wealth management services to high-net-worth clients.
We are seeking a relationship-driven Financial Planning Associate to join the Advanced Planning Team. This role involves managing and analyzing client data, preparing financial plans, supporting the Lead Advisor, and contributing to practice management initiatives. The ideal candidate thrives in a fast-paced environment, excels at meeting deadlines, and demonstrates outstanding organizational and interpersonal skills.
Position Overview
The Financial Planning Associate will collaborate closely with the Lead Advisor and Client Service Team to address diverse planning and service needs for the firm's clients.
Key Responsibilities:
Demonstrate expertise in retirement planning, tax issues, risk management, and estate planning.
Assist in pre- and post-meeting activities, including preparing agendas, paperwork, meeting notes, and financial analyses.
Build and maintain strong client relationships through proactive communication.
Ensure compliance with securities industry regulations.
Identify and implement process improvements to enhance efficiency.
Support client onboarding and ongoing service needs.
Collaborate with internal team members, clients, and external vendors to gather necessary information.
Manage ad-hoc projects as delegated.
Coordinate the implementation of planning recommendations with external professionals.
Qualifications:
CFP designation preferred or progress toward completion.
3+ years of experience in the financial services industry.
Familiarity with Practifi, Tamarac, Outlook, and Excel is highly desirable.
Exceptional attention to detail, verbal and written communication skills, and follow-through.
Passion for delivering outstanding client service.
Strong teamwork mentality and ability to multitask effectively.
Additional Skills:
Collaborative team player with critical thinking and problem-solving abilities.
Detail-oriented, structured, and consistent approach to work.
Adaptability to shifting priorities.
Strong financial and analytical skills, paired with exceptional organizational and customer service abilities.
How to Apply:
If you are ready to take the next step in your financial advisory career and work for a client-focused, growth-oriented RIA firm, Garry Executive Search invites you to apply. Please submit your resume and cover letter via LinkedIn or email to *****************************.
Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.
Associate, Investment & Portfolio Management
Investment Banker Job In Bloomington, MN
National Grid Renewables is a full-service renewable energy company headquartered in Minneapolis, Minnesota. National Grid Renewables has developed over 2,400 megawatts of wind and solar projects that are either operational or currently under construction throughout the United States.
National Grid Renewables has a multi-gigawatt development pipeline of wind and solar projects in various stages of development throughout the United States.
National Grid Renewables provides custom solutions for utilities and corporations looking to harness renewable energy for business growth.
With deep roots in agriculture, National Grid Renewables prides itself on developing renewable energy projects that are farmer-friendly, community-driven, and beneficial for rural communities.
Position Description The Associate, Investments and Portfolio Management is a key member of the investment team at National Grid Renewables (NGR).
You will support all aspects of the business, including business strategy, investment management through leading projects through investment approvals, portfolio management through monitoring portfolio diversification and recommending opportunities for operational improvement, and pipeline management through producing analysis to support influencing the development pipeline to meet strategic goals.
You will work closely with other teams within the NGR team, including Development, Origination, Construction, Engineering, Project Management, Legal, Tax, Project Finance, and Asset Management.
The Investments and Portfolio Management function at NGR is responsible for (i) end-to-end investment management, including ensuring transparent decision making throughout development, investment, and operations; (ii) managing and optimizing the NGR portfolio to execute on the agreed upon strategy elements; and (iii) owning data insights to facilitate producing the appropriate pipeline that will deliver on the long-term strategy owning and operating a diverse portfolio of onshore renewable energy assets, working with the NGR leadership team.
Key Accountabilities Job duties of this role span the entire business, from development through operations.
Strategy Implement a business strategy aligned with the organization's vision to achieve and surpass the long-term strategic goals Analyze and report directly to Manager on the alignment between annual plan, business planning, and strategy Research and assess economic and market trends to support strategic decisions Investment Management Produce and present detailed pro-forma financials to the various investment stakeholders (Joint Venture Partners, Tax Equity Partners, etc.
) Compile information and procure financial models to support the Origination, Management, and Project Finance functions Collaborate with project engineers, originators, developers, and pre-construction team to develop and refine appropriate assumptions for project models Build internal business case for proposed projects (payback, IRR, NPV, risk assessment, etc.
) Analyze complex legal documents to determine impacts to financial model and investment strategy Procure and provide financial commentary to senior leaders for Investment Committee meetings Lead projects through the internal investment processes to ensure milestones are met in a timely manner Collaborate with the Vice President of Project Finance on modeling responsibilities throughout project finance transactions, including term debt, tax equity, and cash equity investments Procure and update financial models for the Vice President of Project Finance during the Tax Equity financing process, and assist in communicating to Tax Equity Partners on project milestones, risks, and returns Perform M&A due diligence on potential project acquisition opportunities by preparing buy-side project models and analyzing crucial project metrics Implement initiatives to improve financial optimization, underwriting, deal tracking, etc.
Portfolio Management (Operations) Review, compile, and model current and future portfolio performance Compile and summarize financial data and performance of operational assets Recommend changes to Executive Management on portfolio and assets based upon investment performance and desired portfolio composition Analyze and propose opportunities for operational improvement Monitor portfolio diversification and strategy Pipeline Management (Development) Influence development pipeline to meet strategic goals and desired overall portfolio structure Interpret and review terms in power purchase agreements, operating agreements, and financing agreements to ensure alignment with the financial model Enhance pipeline valuation to assess the pipeline quality and reporting Model late-stage wind, solar, and storage projects Provide insight to the Origination team to ensure new offtake contracts are aligned with the desired operating portfolio metrics Other Responsible for training in and mentoring new employees on the Investments and Portfolio Management team Audit pro forma financial models to ensure accurate representation of project risks and returns Performs other job-related duties as assigned Leadership Role model the National Grid values Do the Right Thing Find a Better Way Make it Happen Lead by example and be able to demonstrate high levels of leadership skills in the areas that are important to National Grid Create belonging Set direction Drive change Deliver results Develop others Technical Capabilities (Knowledge, Skill, Experience) Educated to Bachelor's degree level (in a relevant discipline) Experience 2-5 years Experience in renewable energy, power, or infrastructure preferred, but not required Collaborative positive attitude Driven and self-motivated Analytical minded and detail-oriented Strong written and oral communicator Ability to adapt quickly to changing priorities Experience using Microsoft Office Suite All offers of employment are contingent upon the successful completion of reference check, & background check.
National Grid Company is an Equal Opportunity Employer.
Pay Range for the posted level: $100,000.
00 - 140,000.
00 We offer a comprehensive benefit package, including Medical, Dental, 401(k) and disability benefits.
National Grid Renewables believe fostering diversity, equity and inclusion is everyone's responsibility.
Open, honest and respectful ways of working, learning and communicating are the cornerstones of a successful business, and leveraging inclusion and diversity lead to better business results.
At National Grid Renewables, we're focused on creating a work environment where our people feel respected and included, and therefore empowered to be themselves.
Alternative Investment Consultant
Investment Banker Job In Minneapolis, MN
What is the opportunity?
Opportunity to join a fast growing business line within RBC Wealth Management-US. The Alternative Investment Consultant will be an integral part of the alternative investment product team, responsible for driving advisor adoption of private credit, private equity, and real assets product solutions in client portfolios, and supporting advisors through education, product advice, implementation, and ongoing client servicing.
What will you do?
This position will drive growth in platform assets through field engagement with financial advisors in our Central division.
Provide education on the benefits and risks alternative investments in client portfolios, and product specific details on available funds.
Assist with development and planning of internal events and participate as subject matter expert on alternative investments.
Develop and implement a process for managing a territory of roughly 700 financial advisors, identifying and tracking opportunities, and closing new business.
Service advisors through the lifecycle of alternative investments - awareness, education, implementation, and monitoring.
Remain apprised of current industry trends and research related to alternative investments, and inform changes to product strategy based on advisor and client experience.
Participate in RBC's advisor recruitment as a subject matter expert on alternative investments.
Partner with other product specialists on complex client cases.
What do you need to succeed?
Must-have
Working knowledge of private markets and ability to speak to the key benefits, risks, and mechanics of a wide range of alternative investment strategies.
Advanced knowledge of financial markets and investment industry.
Proficient with Microsoft Office and ability to adapt to changing technology.
Self-directed and strong business development and client service orientation.
Ability and willingness to travel extensively (30-50%).
Nice-to-have
Up to 10 years of financial markets experience
Experience within private wealth and/or broker-dealer
Advanced degree (MBA) or industry designations (CFA, CFP, CAIA)
Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed.
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
The good-faith expected salary range for the above position is $85,000 - $150,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
· Drives RBC's high performance culture
· Enables collective achievement of our strategic goals
· Generates sustainable shareholder returns and above market shareholder value
Job Skills
Alternative Investments, Customer Service, Microsoft Office, Relationship Building
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-01-10
Application Deadline:
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Investments Intern (Summer 2025)
Investment Banker Job In Minneapolis, MN
Investments Intern
will pay $21.00/hour. will be eligible for Sick and Safe paid leave, as well as paid volunteer time.
Centerspace was founded in Minot, North Dakota, in 1970. You can find our corporate support offices located in Minneapolis, Minnesota and in Minot, North Dakota, along with onsite operations in six states. From Denver, CO to Minneapolis, MN, our company continues to grow throughout the Midwest, proudly providing apartment homes to thousands of residents, extending our vision to be the premier provider of apartment homes in vibrant communities by focusing on integrity and serving others. Centerspace is built around our employees. Our Mission and Vision unites our employees as one team.
Summary
Intern will learn the functions of Centerspace's Investments, Capital Markets, and Investor Relations departments, from daily operations to overall strategy and implementation of procedures.
Expectations
Follows already established procedures. Generally given substantial guidance but expected to be self-directed once trained. Interns are expected to demonstrate excellent ability in quantitative analysis, with a premium placed on real estate financial modeling, and advanced skills in standard computer software programs, including Microsoft Excel, Word, PowerPoint, and Project. Interns are expected to have strong organizational, analytical, and verbal and written communication skills.
Essential Duties & Responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Investments staff will guide the intern in the following areas:
Analyzing potential acquisition and development opportunities;
Contacting real estate industry participants to obtain market information;
Conducting market research and due diligence for potential investments;
Developing financial models and investment valuation support;
Assisting in the preparation of acquisition memos, financial reports, and presentations for senior management;
Participating in investment meetings
Evaluating third-party due diligence reports
Analyzing corporate financial impacts of potential investment decisions
Conduct comparative analysis for peer firms, and market research on macroeconomic trends in the real estate and finance industries, for inclusion in investor decks and marketing collateral
Knowledge, Skills, & Abilities
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedural manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.
Mathematical Skills - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs. Experience with financial modeling is strongly preferred.
Reasoning Ability - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills - To perform the job successfully, an individual should have advanced knowledge of Microsoft products including Excel, Word, PowerPoint, and Outlook.
6 Keys
Centerspace expects team members to adhere to our 6 Keys, which outline the expectations in place for all team members regarding the attitudes and behaviors displayed while doing the work assigned in any position.
Do the Right Thing: Integrity, ethics, and accountability guide all of our decisions, with a laser focus on delivering results.
One Team: We have one mission, one vision, one family, one team. Collaborate. Communicate.
Serve Others: Respect everyone. Build trust. Deliver outstanding customer service. Develop our communities.
Dare to Win: Be courageous. Seek continuous improvement. Be bold. Speak up. Exceed expectations.
Embrace Change: Be flexible. Innovate the future. Encourage and reward creativity.
Take Action: Lead the market. Be proactive. Execute on the strategy. Capitalize on opportunity.
Private Client Banker - Minnesota South Market - Apple Valley, MN
Investment Banker Job In Apple Valley, MN
JobID: 210594257 JobSchedule: Full time JobShift: Base Pay/Salary: Apple Valley,MN $22.50-$27.88 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: **************************************************************************
Private Client Banker- Apple Valley- Apple Valley, MN
Investment Banker Job In Apple Valley, MN
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: **************************************************************************
Private Client Banker - Elk River - Elk River, MN
Investment Banker Job In Elk River, MN
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: **************************************************************************
Patient Financial Service Representative
Investment Banker Job In Saint Paul, MN
Fairview Health Services has an opportunity for a Patient Financial Service Representative! **This role is approved for 80 hours every two weeks, and is benefit eligible** . To learn more about the benefits we offer at Fairview including medical, dental insurance, PTO, 401k/403B, click here! (******************************************************
**Responsibilities Job Description**
This position supports management in the billing and collection of accounts receivable for inpatient and outpatient accounts and/or resolving complex customer service issues. We seek individuals who understand the revenue cycle and the importance of evaluating and securing all appropriate financial resources for patients to maximize reimbursement to the health system. This includes all revenue cycle processes: Insurance verification, acquiring prior authorizations, billing, claim follow up and denial management.
+ Understand revenue cycle responsibilities, insurance benefits, insurance verification and billing patient's insurance timely following all payer policies/guidelines
+ Perform timely follow up to ensure maximum reimbursement for services
+ Work complex accounts, including insurance denials and appeal when necessary
+ Accept incoming inquiries from patients and insurance companies regarding benefits and billing questions
+ Ability to work with and communicate with clinical staff, patients, insurance companies and any others involved in the treatment plan
**Qualifications**
Required
+ 3-5 years in an office clerical setting, of which 1 year should be in a hospital or clinic business office
Preferred
+ 2 years in a hospital or clinic business office
Compensation
$19.98 - $28.21/Hr.
**EEO Statement**
EEO/AA Employer/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
**Benefit Overview**
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *********************************************
**Compensation Disclaimer**
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical.
Investment Banking Associate
Investment Banker Job In Minneapolis, MN
Paralign Capital Partners is a merchant bank with expertise in highly structured and complex mergers and acquisitions, capital markets, and ESOP transactions designed to integrate value creation, liquidity, income/capital gains/estate tax planning, shareholder legacy, and other considerations. The firm serves closely held, middle market family- and founder-owned businesses. In addition to a leading advisory platform, Paralign manages a captive investment fund designed to invest in our clients and the transactions we structure. Paralign was formed as partnership between former clients and Paralign professionals who share a common vision for a better, more aligned advisory and investment fund model for middle market businesses, combining sell- and buy-side experience and expertise for a sum that is greater than its parts.
Job Description
Paralign's team is critical to the success of our client-partners and projects by providing key strategy input and completing and overseeing process execution. Accordingly, Paralign expects that all team members will be highly curious, self-motivated, and collegial leaders seeking to help build a highly entrepreneurial, growing enterprise.
More specifically, Senior Associates and Associates on Paralign's team support our shared success and prosperity by:
Serving as the day-to-day project point person, providing organizational and tactical level leadership to both junior and senior team members
Analyzing and explaining historical and projected client financial information
Conducting due diligence, modeling, and general process execution across a wide variety of transaction types (Employee Stock Ownership Plans (“ESOPs”), sellside M&A transactions, buyside M&A transactions, debt and equity capital market transactions, among others)
Performing and reviewing in-depth valuations of companies utilizing multiple financial methodologies
Working in a fast-paced environment with frequently competing demands on your time while meeting project deadlines
Working directly with, and reporting directly to, senior members of the organization
Preparing and reviewing board presentations, confidential information presentations, confidential teasers, management presentations, among other presentations to support process execution
Preparing and reviewing complex cash flow modeling incorporating leverage transactions, ESOPs, and multiple corporate and shareholder tax strategies
Develop meaningful relationships with, and provide guidance, mentorship, and training to, junior team members
Supporting senior members of the team with their business development efforts;
Responsible for establishing and maintaining relationships with senior management level client representatives as part of the project execution process, while also assisting senior team members in the establishment and maintenance of other relationships with clients, prospective clients, and professional advisors
Utilizing an entrepreneurial mindset to drive successful outcomes for Paralign and client-partners
Performing other functions and duties as required to pursue the firm's growth
Qualifications
Ideal candidates would possess the following characteristics:
Deep commitment to Paralign's vision, values, and unique positioning in the marketplace
Ability to think critically through complex structures and develop novel ideas regarding financial analyses and presentations
A desire to build a leading financial services platform and, in the process, build a differentiated and attractive financial services career
Ties to the community of Minneapolis-St. Paul and a willingness to be physically located at our office in the North Loop
Superb communication skills, with a focus on project management, summarizing financial analyses, and client management
Preferred candidates will maintain a strong, but developing knowledge of investment banking, accounting, tax, and finance
Ability to travel as needed
Desire and ability to manage multiple projects simultaneously
Ability to work hard with a positive attitude while maintaining high standards of performance and a great attention to detail in all facets of work
Highly independently motivated and willing to work long hours as needed to meet project demands
3+ years experience in investment banking, leveraged lending, and/or private equity, with prior exposure to ESOPs and ESOP transactions being a differentiator
Undergraduate study in accounting, finance, economics, or similar with a 3.5+ GPA
Salary Range
Paralign is dedicated to providing its team with upwardly mobile advancement opportunities and significant compensation potential, which may include components such as direct and/or synthetic equity incentives and other benefits. While inherently unpredictable based on market, industry, firm performance, individual performance, and economic conditions, Paralign is prepared to provide a highly competitive compensation package based on the candidate's relevant qualifications, skills, and experience. Subject to the foregoing, Paralign is offering base pay of $125,000-$175,000 annually (with the potential for more for a senior associate hire), plus a competitive bonus program payable biannually (in addition to a unique, potentially highly lucrative deferral/reinvestment compensation model beginning at the Vice President level but reflective of projects completed throughout an individual's tenure), as well as health, dental, vision, and other ancillary benefits.
Financial Representative
Investment Banker Job In Eden Prairie, MN
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Roving Personal Banker Cottage Grove, MN
Investment Banker Job In Cottage Grove, MN
Job DescriptionWhy Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.
About this role:
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to travel 100% of the time within the district
Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
Ability to work weekends and holidays as needed or scheduled
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
1 1360 South Frontage Road HASTINGS, MN 55033
401 Plum St RED WING, MN 55066
2000 Northwestern Ave STILLWATER, MN 55082
Pay Range:
This job profile is eligible for a 10% pay differential.
Personal Banking: Covers jobs responsible for offering a full range of Wells Fargo products, services, and digital options to help customers succeed financially. Proactively engages with customers through various channels to provide exceptional customer experience and build relationships.
Posting End Date:
26 Sep 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Private Client Banker- Greater St. Paul Area - St. Paul, MN
Investment Banker Job In Saint Paul, MN
You have an obsession 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
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: *********************************************************************
Private Client Banker- Apple Valley- Apple Valley, MN
Investment Banker Job In Apple Valley, MN
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: **************************************************************************
Roving Personal Banker Cottage Grove, MN
Investment Banker Job In Red Wing, MN
Job DescriptionWhy Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.
About this role:
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to travel 100% of the time within the district
Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
Ability to work weekends and holidays as needed or scheduled
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
1 1360 South Frontage Road HASTINGS, MN 55033
401 Plum St RED WING, MN 55066
2000 Northwestern Ave STILLWATER, MN 55082
Pay Range:
This job profile is eligible for a 10% pay differential.
Personal Banking: Covers jobs responsible for offering a full range of Wells Fargo products, services, and digital options to help customers succeed financially. Proactively engages with customers through various channels to provide exceptional customer experience and build relationships.
Posting End Date:
26 Sep 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Private Client Banker - Minnetonka - Minnetonka, MN
Investment Banker Job In Minnetonka, MN
JobID: 210595578 JobSchedule: Full time JobShift: Base Pay/Salary: Minnetonka,MN $22.50-$27.88 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: **************************************************************************