Investment banker jobs in Hamilton, NJ - 383 jobs

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders. We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available. Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line. For additional info regarding our company, please see our FAQ on our website: ************************* Thank you. Chimera Securities

LLR Partners is looking for an associate to join LLR's investment team. In this role you will be an integral part of our team of investment professionals who help to grow and manage our compelling portfolio of companies. We believe this is an exciting opportunity for the right individual to join an exciting and dynamic firm, while having a compelling career with significant up-side and potential. Accountabilities This individual will be an integral member of the deal team. Key responsibilities include: Constructing and reviewing detailed financial and operating models Performing and tracking the due diligence process for each investment Composing internal deal approval memorandums, term sheets and letters of intent Conducting detailed industry research to support investment due diligence and thesis development Identifying, developing and executing plans to source potential investment opportunities Drafting investor communications including periodic updates on portfolio performance Provide ongoing monitoring of existing portfolio companies including review of monthly operating results and performance Interface directly with senior members at LLR and portfolio company executives Skills and Requirements The ideal candidate is a motivated self-starter and team player who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background including both finance and accounting skills, excellent communication skills and a high level of maturity are essential. Qualified candidates should also possess the following: 2-3 years of experience with a leading private equity firm and or investment bank Undergraduate degree from a top-tier university with exceptional academic achievement Mature, professional candidate who is a self-starter willing to accept a large amount of responsibility Strong work ethic, positive attitude and enthusiasm for the role Extensive financial modeling skills and experience in Excel Strong interpersonal and communication skills LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion across seven funds and has partnered with over 130 companies. LLR believes in creating value through partnership by providing flexible capital, strategic guidance and sector insight to help companies grow every day. LLR Partners is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or an accommodation due to a disability, you may contact us at ******************

Mid -Level Investment Funds Associate | AmLaw 100 Powerhouse Locations: Austin, Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC (Hybrid) Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid -level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. This is not a plug -and -play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point. What You'll Bring: JD from a top -tier institution 3-5 years of experience with fund formation and investments Strong background in structuring private funds and investor -side work Exposure to secondaries, SMAs, and carried interest vehicles a plus Previous AmLaw 100 firm experience is strongly preferred What You'll Get: Base comp between $260,000 and $365,000 Top -shelf medical, dental, vision, and 401(k) Real -time mentorship and long -term runway Hybrid flexibility, without sacrificing prestige or opportunity This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting. Ready to elevate your career? Let's talk. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors. At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience. Job Summary: Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS. Core Responsibilities: * Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits. * Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies. * Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss. * Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts. * Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes. * Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information. * Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions. Required Skills (External) * BS degree in Finance/Business/Engineering or other related discipline * 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s) * Excellent analytical, communication, and interpersonal skills * Proven negotiation skills Preferred Skills * Prior trading experience in financial markets (futures, spreads, options, swaps, etc.) * Physical clean products trading experience in Chicago, NYH and/or USGC markets * Understanding of refined products logistics assets in the U.S. (pipelines/terminals) * Experience using Right Angle

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

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: **************************************************************************

Servicing Financial Advisor CSI Group Advisors Advisors At CSI Group Advisors, our mission is clear: to simplify financial security and remove uncertainty for Americas middle class. Were a trusted financial partner providing personalized guidance across investments, insurance, financial planning, and retirement strategiesall delivered through a collaborative, values-driven culture built on Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset (CAPTAG). Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans. Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies. Provide comprehensive guidance across investments, insurance, retirement, and estate planning. Build and manage customized portfolios tailored to each clients financial objectives. Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions. Collaborate with internal specialists to deliver seamless, coordinated support for every member. Client Relationship Management Build and maintain long-term, trust-based relationships with CSI members provided through the firm. Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance. Communicate financial concepts and recommendations clearly and confidently. Serve as a consistent, reliable point of contact to ensure every members needs are met promptly and professionally. Business Growth & Collaboration Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience. Participate in educational events, workshops, and community outreach to strengthen member engagement. Contribute to a collaborative team culture that reflects CSIs CAPTAG values. Operational Excellence Maintain accurate records and ensure compliance with firm and regulatory standards. Conduct ongoing research to stay current on market trends and member solutions. Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications Bachelors degree in Finance, Business, Economics, or a related field. Five or more years in the financial services industry working directly with clients. Three or more years of advisory experience, including creating and customizing financial plans and portfolios. Series 65 license required. Life Insurance license required. Strong understanding of investment products, risk management, and retirement strategies. Excellent interpersonal, communication, and presentation skills. Proven ability to work both independently and collaboratively as part of a team. Commitment to integrity, accountability, and a client-first mindset. Ideal Attributes Passion for helping families achieve financial confidence and peace of mind. Entrepreneurial mindset with strong self-motivation and follow-through. Team-oriented and collaborative, aligned with CSIs CAPTAG culture. Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors No prospecting or client acquisition required CSI provides all clients. Opportunity to work both independently and alongside experienced Lead Advisors. Exposure to a large and expanding member base with diverse financial needs. Purpose-driven organization focused on empowering Americas middle class. Competitive compensation structure, professional growth, and advancement opportunities.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. POSITION SUMMARY The Trader - Capital Markets is responsible for protecting base margin by mitigating the interest rate risk associated with the company's mortgage origination pipeline through the implementation of an effective hedge strategy. Trader will also ensure best execution on sales of funded loans via various execution strategies. Trader will work within the capital markets group and across the organization to ensure accurate reporting of risk, hedge positions, P&L, and counterparty exposure. DESCRIPTION Essential Functions, Duties, and Responsibilities Run analysis on risk position to most effectively hedge the pipeline of interest rate lock commitments. Facilitate daily dialogue between NewRez and our liquidity providers regarding market conditions, specific buy/sell axes, and investor sentiment. Responsible for monitoring and tracking all available executions, including MBS, Cash, and Whole Loan execution styles. Will work closely with the best execution, pooling, and delivery teams to ensure the monetization of the pipeline is maximized. Coordinate with pricing team on daily pricing for rate sheet, bulk bids, etc. Participate in reconciliation of daily trade entry and margin exchange, as well as monthly Reg. Class Settlements and wire transfers. Trader will be responsible for producing various risk and counterparty exposure reporting. Monitor and report on empirical and dealer durations to ensure model accuracy. Trader will be responsible for a full attribution of trading P&L. Performs related duties as assigned by supervisor. Qualifications and Education Requirements B.S. degree in Business or equivalent. Minimum at least 3 years mortgage experience with trading desk or back-office experience. Skills, Abilities, and Knowledge Strong verbal communication skills; strong writing and composition abilities. Strong interpersonal skills with the ability to develop and maintain effective and professional relationships across the organization and with customers. Strong influencing and negotiation skills; consultative and collaborative work style. High learning agility with the ability to learn and integrate business variables and learn new systems and platforms. Strong analytical skills & problem-solving abilities; solid decision-making abilities coupled with sound judgment. Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment. Strong project management and time management capability. Self-directed and comfortable working with ambiguity and uncertainty. High degree of professional maturity, integrity, ability to maintain confidential data and information. High degree of business acumen; strong technical aptitude. Strong Microsoft Office skills Strong analytical, quantitative, relationship development, and communication skills. Must be competent in Microsoft applications such as Word, Excel, Access, and PowerPoint as well as Bloomberg, TradeWeb. SQL a plus. Knowledge of industry standard hedging software (MIAC, Compass, QRM, etc.) preferred. Work Environment and Physical Requirements Working on-site at assigned office location. Regular and punctual attendance adhering to schedule established by leadership. Flexibility to work occasional adjusted work schedules Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations. Sedentary work in a stationary position at a cubicle for prolonged periods of time. Constant repetitive motions required for operating a computer, such as typing and managing phone calls. Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures. Essential Duties and Responsibilities * Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development. * Shares the value of Private Banking with clients who may be eligible * Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems. * Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs. * Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs. * Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs. * Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities. * Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week. * Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. * Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement. * Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area. * Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process. Education and Qualifications * A B.S. or B.A. degree in a related field normally required; specialized banking education and training. * A minimum of five (5) to seven (7) years' experience in related positions normally required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Attend virtual and in-person training to enhance financial expertise. Leverage company-provided marketing tools and industry resources. Attend hybrid meetings, including in-person team collaboration, as required. Develop client relationships and provide tailored financial strategies. Participate in structured coaching and mentorship programs. Qualifications: Competitive mindset with a history of leadership or achievement. No prior financial experience is required, and comprehensive training is included. Self-motivated, coachable, and driven to succeed. Must be authorized to work in the US. Excellent communication and relationship-building abilities. About Company Our mission is clear: To Do Good in our communities and for the families we serve. Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors. At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience. Job Summary: Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS. Core Responsibilities: * Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits. * Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies. * Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss. * Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts. * Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes. * Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information. * Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions. Required Skills (External) * BS degree in Finance/Business/Engineering or other related discipline * 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s) * Excellent analytical, communication, and interpersonal skills * Proven negotiation skills Preferred Skills * Prior trading experience in financial markets (futures, spreads, options, swaps, etc.) * Physical clean products trading experience in Chicago, NYH and/or USGC markets * Understanding of refined products logistics assets in the U.S. (pipelines/terminals) * Experience using Right Angle

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get + Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually + Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. + Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration + Self-motivated, confident and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. + Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $27.50- $29.52 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 01/22/2026

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: + Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies + Lead delivery teams that help clients build and manage customer relationships and maximize sales + Advise clients on ways to measure and improve their customer satisfaction and other business metrics + Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice + Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position + Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. + Resolve integration and interfacing issues between various back-end systems. + Optimize application performance and scalability. Here's what you'll need: + 4+ years of experience architecting CPQ solutions including capabilities such as: + Product modeling, configuration, and rules (CTO and ETO) + Guided configuration and selling + Pricing and discounting + Workflow and approvals + Quoting, document generation, and e-signature + Contracts, subscriptions, and renewals + Quote to order conversion + 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). + A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. + 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: + You have certifications in any of the following: + Oracle CPQ Cloud Certified Implementation Specialist + Salesforce CPQ Specialist + Salesforce Admin + Salesforce Developer + Conga CPQ Product Certification + Experience with cloud application architectures, data models, configuration, and customization + Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load + Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce + Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design + Expertise in working with other relevant CPQ packaged solutions + Firm understanding of web application design and analysis, design patterns, and object-oriented design + Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback + Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $63,800 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York/New Jersey $59,100 to $205,800 Washington $68,000 to $189,300 #LI-NA-FY25 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

American Institute, founded in 1924 as the Hartford Secretarial School, provides hands-on training for careers in the world of business, legal, allied healthcare, diagnostic medical sonography, and information technology. Recognizing our single, well-defined teaching mission: reflecting job market demands with flexibility in identifying and incorporating new programs to give our graduates an edge in today's competitive job market. Summary: The Student Finance Advisor assists prospective American Institute students in all pre-enrollment aspects of the financial aid process by providing accurate information regarding funding. In addition, the Student Finance Advisor services current and former students by providing superior customer service, Financial Aid processing, and loan counseling. A Student Finance Advisor's breakdown of activities varies depending on the team to which he/she is assigned, the current needs of the department, and the discretion of the Director of Student Finance. As a full-time team member, you will have access to the following benefits: Medical (including prescription), Dental, Vision (UMA subsidized) FSA/HSA (Depending on Medical Plan chosen) Basic Life Insurance (UMA paid) Additional Voluntary Life Insurance (Team Member paid) Employee Assistance Program - EAP (UMA paid) Long Term Disability (UMA paid) Short Term Disability (Team Member paid) Supplemental Insurance such as Critical Illness, Accident, and Hospital (Team Member Paid) Paid Time Off - 15 days accrued in year 1, 9 holidays, and 1 day of Volunteering Time Off 401k (eligible upon completion of 90 days of employment and must be at least 21 years of age) Pet Insurance Identity Theft Protection Essential Duties and Responsibilities include the following. Other duties may be assigned: Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management and financial planning; individualizes information to the particular needs and situation of the Answers questions, inquiries or requests from students, regarding financial aid programs and eligibility as well as Alternative Funding Sources Able to evaluate and resolve student inquiries, issues, and problems and ensure that the appropriate action is taken to the satisfaction of the student Maintain telephone coverage during assigned shift and be available to answer inbound calls from students and internal customers Assist students in all aspects of the financial aid process via telephone or e-mail by delivering accurate, up-to-date information in a calm, polite, professional demeanor Be able to advise the student on Loan/Grant Eligibility Status and provide guidance/follow up where resolution is needed Be able to assist the students with completing necessary Financial Aid documents by providing guidance in a calm, professional manner Be able to provide accurate information regarding student's Financial Aid by referencing to training materials Act in compliance with Federal and Institutional regulations Adhere to set schedule Acquire, enter, edit, and update Student Data in various internal and external systems Attend required training sessions Follow all Standard Operating Procedures Assists the business to maintain higher enrollment conversion rates by providing exceptional customer service to our students Meet assigned productivity goals Anticipated starting salary is based on experience and qualifications. Compensation Range $20 - $25 USD OUR CORE VALUES Caring We believe every student has the potential to be successful in a rewarding career, with the right support. We partner with you from your first day of classes through your search for a job after graduation. Respect We view everyone who enters American Institute as a productive adult who deserves respect and the opportunity to excel. Our staff and instructors are dedicated to helping you achieve your goals and realize your potential. Service American Institute is committed to the professional and academic success of each student by actively seeking opportunities to provide service both within the campus as well as within the surrounding community. Integrity We look forward, not backward. No matter where you come from or what obstacles you've faced in the past, we believe your future is yours to create. Accountability When you commit to us, we commit to you. When you walk into American Institute, we focus on helping you continue to move forward, so you can create the life you want to live. Innovation We know that the sooner you have the knowledge and skills you need to begin your career, the sooner you can become successful. American Institute offers focused, practical training that gets you out of the classroom and on your way faster than you thought possible.

JR. Investor Relations Associate Compensation: $18 per hour Hours: 20 hrs per week About Us APEX CAPITAL GROUP is a dynamic real estate investment firm specializing in rental portfolios, income funds, and fix -and -flip projects. We manage multi -million -dollar investments and provide strategic financial growth opportunities for our investors. Job Summary We are seeking an ambitious and proactive Investor Relations Associate to join our team. This entry -level role is ideal for a junior or senior business student eager to gain hands -on experience in investment management, investor relations, and business development. Key Responsibilities: * Follow -up & Nurture Investor Pipeline: Engage with potential investors, track communications, and provide timely follow -ups to maintain relationships and build trust. * Conduct Initial Investor Consultations: Set up and conduct introductory meetings with investors, clearly articulating our investment strategies and opportunities. * Lead Generation & Outreach: Attend networking events, industry conferences, and company -sponsored functions to represent APEX CAPITAL GROUP and generate investor leads. * Investor Communication: Assist in drafting emails, newsletters, and reports to keep investors informed about ongoing projects and opportunities. * Database Management: Maintain accurate records of investor interactions and update CRM tools to track engagement and follow -ups. * Market Research & Industry Insights: Stay updated on market trends, competitor analysis, and industry developments to enhance investor conversations. * Workload is 10 -20 hours per week RequirementsMinimum Qualifications: * Currently enrolled in a junior or senior year of a Business, Finance, Economics, or related program. * Strong communication and interpersonal skills with a professional demeanor. * Highly organized, detail -oriented, and able to manage multiple tasks efficiently. * Self -motivated with a proactive approach to networking and relationship building. * Proficiency in Microsoft Office (Excel, Word, PowerPoint) and familiarity with CRM software is a plus. * Prior experience in sales, customer service, or finance is beneficial but not required. BenefitsBenefits & Growth Opportunities * Hands -on experience in investment management and investor relations. * Networking opportunities with industry professionals and high -net -worth investors. * Potential for full -time employment post -graduation based on performance. * Compensation: $18//hour + Bonuses How to Apply Interested candidates should submit their resume and a brief cover letter explaining their interest in the role to:shomail@investwith APEX.com

The Personal Banker Supervisor provides exceptional sales and service to existing and prospective customers. Assists in creating and fostering a cohesive team and promoting a positive work environment. Demonstrate sound judgement and accountability with operational standards. They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers. In the absence of the Branch Manager or Assistant Branch Manager, will be responsible for overall branch management including but not limited to operations, sales management and productivity. Duties & Responsibilities: 1. Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services in a positive professional and efficient manner. 2. Meet sales referrals and cross-selling goals; knows the features and benefits of all products and services to satisfy the needs of the customers. 3. Participates in both internal and external sales activities including community and networking events 4. Assures quality of customer service and adherence to bank standards. 5. Establishes customer identity according to established guidelines and adheres to all other compliance procedures. 6. Assists with supervision, coaching and development of Personal Bankers. 7. Open new accounts. 8. Balance teller drawer daily 9. Handling daily branch proofs, including the ATM and Vault. 10. Performing Audits 11. Participate in the daily branch opening and closing 12. Decision overdraft report in absence of Manager or Assistant Manager. 13. Maintain customer confidence and protect the bank by adhering to all policies and procedures. 14. Assumes additional responsibilities as required. Qualifications * Bachelor degree preferred * High school diploma/GED * Two or more years of related experience in Financial Services industry * Basic knowledge of retail product philosophy, policy, procedures, documentation and systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Effective selling and referral skills * Strong verbal and written communication skills * Ability to work a schedule that includes Saturdays Job Type: Full-time Pay: From $45,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Paid time off * Referral program * Vision insurance Schedule: * 8 hour shift * Day shift * Monday to Friday * Weekends as needed Experience: * Cash handling: 1 year (Preferred) * Banking: 2 years (Required) * Customer service: 1 year (Preferred) Ability to Relocate: * Hamilton, NJ 08690: Relocate before starting work (Required) Work Location: In person

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $115,917 yearly Responsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Serve as a collaborative team player willing to further development through continued training opportunities Ability to understand the needs and financial concerns of clients Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter Promote customized ways for clients to achieve their long-term financial goals Cultivating relationships with a view to helping every family member or individual pursue financial security Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients Providing compassion and guidance to clients when unfortunate life circumstances arise Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications: Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired A required Bachelor's degree in business administration, finance, or similarly related field Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Sales experience preferred, but not required Go-getter mindset Desire to help families and businesses address their financial needs Strong business acumen Professional business demeanor Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts Must live within 100 miles of the office in Wall Township, NJ About Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades... We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer Training Magazine's APEX Award for 2022

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Life Insurance & Investment Focus Scott Morris State Farm Agency Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security. This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred). Role Description As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future. Key Responsibilities Consult with Clients Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options. Drive Sales Growth Proactively market financial products, identify new opportunities, and close business with confidence. Portfolio Guidance Support clients with asset allocation, long-term planning, and portfolio management strategies. Ensure Compliance Adhere to all financial services regulations, documentation standards, and ethical guidelines. Qualifications A sales-dominant mindset with a proven track record in financial product or insurance sales 3+ years of experience in financial services, investment planning, or life insurance Strong analytical, consultative, and communication skills Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred Ability to build trust, maintain long-term relationships, and consistently drive revenue growth Why Join Scott Morris State Farm? Competitive compensation with base salary + commission + performance bonuses Licensing support for candidates seeking additional financial credentials A professional, growth-oriented team culture with mentorship and development opportunities If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.