Investment Banker Jobs in Mesa, AZ

Explore Your Future at Western & Southern Life 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 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, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. As a member of our team, we are committed to your personal success and offer our associates a comprehensive total rewards package. - Competitive compensation - Benefits, including a 401(k) plan with a company match, AND a defined benefit pension plan - First-class individualized training and development - Suite of digital and personalized marketing tools to build your business - Rewards and recognition plan acknowledging top-notch results - Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates and experienced financial representatives. Our most effective financial reps are: - Customer focused - Effective communicators - Natural networkers - Action oriented and results driven - Ethical and trustworthy - Resilient - Entrepreneurial If this sounds like you, we encourage you to explore the possibilities, and apply today!

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate 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: 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 work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 This position is not eligible for Visa sponsorship Posting Location(s): 19002 N R H Johnson Blvd, SUN CITY WEST, AZ 85375 Posting End Date: 13 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.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

In compliance with established policies and procedures, provides administrative and operational support in the Trust and Investment areas; ensuring the client is provided a smooth onboarding experience and that all transactional/operational needs are met. Essential Job Functions and Duties: Provides daily trust administration and investment operations support to the Trust & Investment team and other areas of the bank. Responsible for the timely and accurate setup of new accounts, subsequent maintenance and documentation into imaging system Manages the process of both incoming and outgoing assets to ensure accounts are funded and implemented in a timely manner Proactively communicates with Trust/Investment colleagues and Relationship Managers within other firm departments as needed to provide exceptional client service Uses Utilizes trust accounting system (TrustDesk) daily to monitor account overdrafts in accordance with bank policy, process daily transactions, such as cash receipts and disbursements, print checks, execute tax cost adjustments, process client gifts and transaction reversals. Implements and monitors the account closing process to ensure timely account distribution. Answers and directs incoming calls to the Trust & Investment team; serves as an alternate contact for clients and outside professionals; documents client communications on contact management system and assists in coordinating proactive communication. Responsible for scheduling and leading internal monthly client reviews with the entire client team Implements and monitors mutual fund and equity trading as directed by Portfolio Managers Performs other related duties as required and assigned by management. Required Education, Skills and Experience: Bachelor's degree in Trust and Wealth Management, Finance Administration, or similar field preferred, or substantial previous experience in an administration, investment, legal or financial operations support position Proficiency in Microsoft Office required (Excel, Word, Power Point, Outlook) Strong attention to detail, ability to multi-task, and accurately assess priorities required Experience with Trust Desk platform, Adobe Acrobat, and SalesForce considered a plus Familiarity with Black Diamond reporting system considered a plus Strong analytical and mathematical skills required Excellent written and oral communication skills required Professional appearance and demeanor required ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally. Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel. Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary. Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer. FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications. FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust's Drug-Free Workplace Policy by contacting ************.

Remote or In-Person (Tempe) Real Estate / Full Time / Remote **Who We Are** Culdesac is a real estate and technology startup that builds cities for people, not cars. Our goal is to create the first car-free city in the US. We started by creating the first car-free neighborhood built from scratch in the US - Culdesac Tempe, a $200 million mixed-use neighborhood development for 1,000 residents that opened in 2023. The neighborhood covers 17 acres and features 55% open space, shared courtyards, and abundant bookable spaces. Culdesac is the co-developer and tech-enabled property manager. Read more about our vision, our product, and how we are changing how people live, work, and move: by Ryan Johnson (CEO & Founder) by The New York Times Watch - NBC Nightly News with Lester Holt by Bloomberg Listen to the - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast By Ryan Johnson (CEO & Founder) We're headquartered in Tempe, AZ and were founded in 2018. CEO Ryan Johnson was previously on the founding team of Opendoor and has been managing property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 homebuilder in the US), Zigg Capital, and Y Combinator. **The Role** As a **Senior** **Investment Associate** at Culdesac, you will help drive data-driven decisions by maintaining and building upon our financial infrastructure and investment processes as we scale the company. You will be a key part of our real estate strategy by helping in the analysis of existing and potential locations and related outreach, design, and planning. You will report to the Chief Investment Officer of the company but also interface with other disciplines within the company, including the Chief Executive Officer, and our investment partners, lenders, and other key relationships. **The Requirements** While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most to need at least 4 years of relevant experience to fulfill this position. Experience in conducting due diligence on land acquisition opportunities. Strong experience in creating and maintaining custom pro-forma underwriting models, evaluating financing alternatives, and understanding what “makes a deal work.” Experience in organizing the preparation and review of quarterly financial statements and annual operating budgets and forecasts, including review of market analysis, real estate tax forecast, and disposition strategy. Experience preparing and reviewing recurring investor, partner, and/or lender financial reports and communications. This includes supporting the preparation and creation of quarterly board documents, presentations, and pitch deck materials on Culdesac projects for partners, and local stakeholders. Able to monitor cash flow, distributions, and returns of existing projects. Ensure adherence to operating and capital budgets and business plans and effectively identify and communicate changes, variances, or concerns. Experience or ability to learn how to review and understand complex legal documents and work with counsel to effectively negotiate key deal terms. Understanding or ability to develop skills in closing transactions, including the title process. Familiarity with zoning and/or entitlement processes. Ensure assets are operating in a manner consistent with management agreements, joint-venture operating agreements, loan documents, etc. Comfortable establishing and meeting critical timelines and deadlines for tasks and activities related to capital raises or transactions. Identify and effectively address issues or problems that could otherwise adversely affect closing capital. **Locations** We are headquartered in Tempe, AZ, and our office is located in the heart of downtown Tempe. We encourage employees to visit and work in our beautiful Tempe office and offer relocation assistance to those who'd like to move to Tempe. We also have remote positions, and we work hard to create a first-class, remote-friendly environment. **Benefits & Perks** 🏥 **Benefits Package -** Includes options for medical, dental, and vision. 🥚 **Family Planning Benefits** 🐣 **Parental Leave -** Up to 12 weeks paid time off for qualifying events. 🏦 **401K Savings** 🖥️ **Work From Home Stipend -** Up to $500 for equipment paid by the company. 🌎 **Co-Working Stipend -** $100 per month paid by Culdesac for space intended for work productivity directly related to Culdesac business (e.g., co-working space pass for the day). Remote employees only. 🚲 **Mobility Stipend -** Up to $500 to invest in employee micro-mobility setup (e.g., e-bike, e-scooter, micro-mobility accessories). 🛴 **Car-Free Commuter Benefit -** $200 per month paid by Culdesac. Tempe employees only. 🏡 **On-Site Living Discount -** 25% discount on base rent for 1 unit at a Culdesac managed property. **Our Values** As sprawl became commonplace in our cities, we felt less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon emission pollution. Private vehicles and roads limited and dictated development decisions and urbanism. Our cities thus blend technology, real estate, and culture to reimagine our daily lives. Come help us make our residents happier, healthier, and more productive in the years they spend with us and the moments they spend together. **At Culdesac, we:** **Work as a team** Be inclusive, drawing on the strengths of people who bring a different perspective. Find ways to work together that overcome disciplinary and geographic separations. **Act from ownership** Be output oriented. When we see a problem, we roll up our sleeves and fix it. Don't let blockers stop you from seeing your work through to the end. **Rule 0, then iterate** Don't start from scratch: learn from our own and others' previous attempts. Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today. Then, we learn from our own designs to continually improve. **Design for humans** Ask people for feedback and observe behavior. Only users know if we're creating value for them. Human paradoxes and contradictions are our opportunity to create joy. Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules. **Create and capture value** Focus on what our residents value: profitability is essential for sustainability and allows us to scale. Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars. We build value by executing on the fundamentals and excelling at mobility, community, and open space. **Next Steps** If you think Culdesac might be a good fit, we encourage you to apply! You have nothing to lose, and we'll respond to you within a week. If we move forward, here's our typical process: 1. A 20-minute call with a Recruiter to understand your high-level background and cover logistics & expectations. 2. A 2.5 hour take-home assignment. 3. A 30-minute video call with our Finance Leader to learn more about your background & experience. 4. A 30-minute video call with our CIO to review a list of company scenarios. 5. A 30-minute video call with our Head of People. 6. A 30-minute video call with our CEO overviewing how you would fit in Culdesac's mission, vision, and culture. At each step, we leave time for you to ask us questions. We look forward to hearing from you! *As required by pay transparency laws in California, Colorado, New York, and Washington, Culdesac provides a reasonable range of compensation for roles that may be hired in these locations. Our cash compensation amount for this role

**Senior Investment Associate** December 13, 2024 **Type of Role:** Investments **Experience Level:** Analyst/Associate **Salary:** $115K - $130K As a **Senior** **Investment Associate** at Culdesac, you will help drive data-driven decisions by maintaining and building upon our financial infrastructure and investment processes as we scale the company. You will be a key part in our real estate strategy by helping in the analysis of existing and potential locations and related outreach, design, and planning. You will report to the Chief Investment Officer of the company but also interface with other disciplines within the company, including the Chief Executive Officer, and our investment partners, lenders and other key relationships. **The Requirements** While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most to need at least 4 years of relevant experience to fulfill this position. Experience in conducting due diligence on land acquisition opportunities. Strong experience in creating and maintaining custom pro-forma underwriting models, evaluating financing alternatives and understanding what “makes a deal work”. Experience in organizing the preparation and review of quarterly financial statements and annual operating budgets and forecasts, including review of market analysis, real estate tax forecast and disposition strategy. Experience preparing and reviewing recurring investor, partner, and/or lender financial reports and communications. This includes supporting the preparation and creation of quarterly board documents, presentations, and pitch deck materials on Culdesac projects for partners, and local stakeholders. Able to monitor cash flow, distributions and returns of existing projects. Ensure adherence to operating and capital budgets and business plans and effectively identify and communicate changes, variances, or concerns. Experience or ability to learn how to review and understand complex legal documents and work with counsel to effectively negotiate key deal terms. Understanding or ability to develop skills in closing transactions, including title process. Familiarity with zoning and / or entitlement processes. Ensure assets are operating in a manner consistent with management agreements, joint-venture operating agreements, loan documents, etc. Comfortable establishing and meeting critical timelines and deadlines for tasks and activities related to capital raise or transactions. Identify and effectively address issues or problems that could otherwise adversely affect closing capital. **Locations** We are headquartered in Tempe, AZ, and our office is located in the heart of downtown Tempe. We encourage employees to visit and work in our beautiful Tempe office and offer relocation assistance to those who'd like to move to Tempe. We also have remote positions, and we work hard to create a first-class, remote-friendly environment. **Benefits & Perks** **Benefits Package -** Includes options for medical, dental, and vision. **Family Planning Benefits** **Parental Leave -** Up to 12 weeks paid time off for qualifying events. **401K Savings** ️ **Work From Home Stipend -** Up to $500 for equipment paid by the company. **Co-Working Stipend -** $100 per month paid by Culdesac for space intended for work productivity directly related to Culdesac business (e.g., co-working space pass for the day). Remote employees only. **Mobility Stipend -** Up to $500 to invest in employee micro-mobility setup (e.g., e-bike, e-scooter, micro-mobility accessories). **Car-Free Commuter Benefit -** $200 per month paid by Culdesac. Tempe employees only. **On-Site Living Discount.** 25% discount on base rent for 1 unit at a Culdesac managed property. **Our Values** As sprawl became commonplace in our cities, we felt less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon emission pollution. Private vehicles and roads limited and dictated development decisions and urbanism. Our cities thus blend technology, real estate, and culture to reimagine our daily lives. Come help us make our residents happier, healthier, and more productive in the years they spend with us and the moments they spend together. **At Culdesac, we:** **Work as a team** Be inclusive, drawing on the strengths of people who bring a different perspective. Find ways to work together that overcome disciplinary and geographic separations. **Act from ownership** Be output oriented. When we see a problem, we roll up our sleeves and fix it. Don't let blockers stop you from seeing your work through to the end. **Rule 0, then iterate** Don't start from scratch: learn from our own and others' previous attempts. Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today. Then, we learn from our own designs to continually improve. **Design for humans** Ask people for feedback and observe behavior. Only users know if we're creating value for them. Human paradoxes and contradictions are our opportunity to create joy. Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules. **Create and capture value** Focus on what our residents value: profitability is essential for sustainability and allows us to scale. Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars. We build value by executing on the fundamentals and excelling at mobility, community, and open space. **Next Steps** If you think Culdesac might be a good fit, we encourage you to apply! You have nothing to lose, and we'll respond to you within a week. If we move forward, here's our typical process: 1. A 20-minute call with a Recruiter to understand your high-level background and cover logistics & expectations. 2. A 2.5 hour take-home assignment. 3. A 30-minute video call with our Finance Leader to learn more about your background & experience. 4. A 30-minute video call with our CIO to review a list of company scenarios. 5. A 30-minute video call with our Head of People. 6. A 30-minute video call with our CEO overviewing how you would fit in Culdesac's mission, vision, and culture. At each step, we leave time for you to ask us questions. We look forward to hearing from you! *As required by pay transparency laws in California, Colorado, New York, and Washington, Culdesac provides a reasonable range of compensation for roles that may be hired in these locations. Our cash compensation amount for this role is targeted at $115- $130k. Final offer amounts are determined by multiple factors including candidate experience and expertise. An overview of benefits is provided on our* *.* *Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.* **Privacy Overview** CookieDurationDescription

In compliance with established policies and procedures, provides administrative and operational support in the Trust and Investment areas; ensuring the client is provided a smooth onboarding experience and that all transactional/operational needs are met. Essential Job Functions and Duties: Provides daily trust administration and investment operations support to the Trust & Investment team and other areas of the bank. Responsible for the timely and accurate setup of new accounts, subsequent maintenance and documentation into imaging system Manages the process of both incoming and outgoing assets to ensure accounts are funded and implemented in a timely manner Proactively communicates with Trust/Investment colleagues and Relationship Managers within other firm departments as needed to provide exceptional client service Uses Utilizes trust accounting system (TrustDesk) daily to monitor account overdrafts in accordance with bank policy, process daily transactions, such as cash receipts and disbursements, print checks, execute tax cost adjustments, process client gifts and transaction reversals. Implements and monitors the account closing process to ensure timely account distribution. Answers and directs incoming calls to the Trust & Investment team; serves as an alternate contact for clients and outside professionals; documents client communications on contact management system and assists in coordinating proactive communication. Responsible for scheduling and leading internal monthly client reviews with the entire client team Implements and monitors mutual fund and equity trading as directed by Portfolio Managers Performs other related duties as required and assigned by management. Required Education, Skills and Experience: Bachelor's degree in Trust and Wealth Management, Finance Administration, or similar field preferred, or substantial previous experience in an administration, investment, legal or financial operations support position Proficiency in Microsoft Office required (Excel, Word, Power Point, Outlook) Strong attention to detail, ability to multi-task, and accurately assess priorities required Experience with Trust Desk platform, Adobe Acrobat, and SalesForce considered a plus Familiarity with Black Diamond reporting system considered a plus Strong analytical and mathematical skills required Excellent written and oral communication skills required Professional appearance and demeanor required ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally. Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel. Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary. Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer. FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications. FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust's Drug-Free Workplace Policy by contacting ************.

JobID: 210578544 JobSchedule: Full time JobShift: : If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role. Job responsibilities * Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades * Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation * Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports * Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires * Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) * Prioritize daily work, track progress for current work, and consistently meet deadlines * Maintain and foster team culture Required qualifications, capabilities, and skills * A valid and active Series 7 license * If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam * A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ etc.). RPCs will also support new business advisers in the sales process and occasionally directly close and onboard new clients. RPCs must understand all aspects of plan design, customer service, participant education, investment consulting, external reporting, plan fees, fiduciary duties of plan committees, and internal procedures in order to build client relationships, solve problems, proactively communicate with clients, manage client reporting, participate in client meetings, prepare meeting minutes, run client projects, and coordinate with service providers. A successful RPC is organized, responsive, proactive, and dedicated to excellence. Duties and Responsibilities Contributing to various team meetings Participating in day-to-day communication with clients proactively Assisting clients with questions and issue resolution Managing review meetings directly with clients Preparing client meeting and other presentation materials in collaboration with the retirement client service team Coordinating with other departments to ensure deadlines are met Supporting the sales process in the creation and responses for RFIs/RFPs, finals presentations, onboarding, etc. Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications Provide investment consulting including investment recommendations Assisting in the completion of additional reports and presentations as necessary Provide education support to retirement plan participants Helping the team in streamlining services and implementing new applications, software, and products Training and mentoring less experienced staff Contributing to a positive workplace environment Ensuring the highest level of customer service and satisfaction All other duties as assigned Preferred Knowledge and Skills Bachelor's degree FINRA Series 6, 63, and 65 license (or obtaining within the established timeframe) 5+ years of relevant financial services industry experience Comprehensive retirement industry and investment knowledge (401k, 403b, DB, ESOP, NQ etc.). Excellent communication skills, both oral and written Detail orientated and superior organizational skills Deadline driven Team player with the ability to collaborate with others Highly computer literate and proficient in a variety of programs including Microsoft Office Suite HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated administrative professionals to join our team to support our Retirement and Private Wealth division. HUB offers rewarding opportunities for experienced professionals and training for motivated individuals seeking career development. If you are a career-driven, entrepreneurial self-starter, this is an opportunity to achieve your full potential with HUB International! Benefits At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity! Other benefits you will enjoy: Medical, Dental, and Vision (PPO and HSA) Comprehensive Wellness Program 401(k) Retirement Plan Life and Disability Plans Vacation, Sick, and Personal Time Off Flexible Spending Accounts for: Healthcare Dependent care Department Account Management & ServiceRequired Experience: 5-7 years of relevant experience Required Travel: Up to 25%Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at ************************************************************* . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at ************** or *********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: * Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) * Demonstrated passion and interest in financial markets * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Strong analytical and organizational skills * Detail oriented, with good follow-up skills * Strong interpersonal skills * Ability to multi-task in a dynamic environment * Requires basic knowledge of the organization, products and/or services * Requires knowledge of financial markets and trading strategies * Excellent verbal and written communication skills * Proven ability to meet and exceed productivity and performance goals * Must be technologically savvy and able to quickly learn new systems * Ability to adapt and seek solutions for customers in a fast-paced environment * Must be flexible to work assigned shift within center hours of operation * Strong desire for point of call resolution * Focus on client satisfaction Desired Qualifications: * Call center experience is preferred but not required * Previous Brokerage experience is a plus * 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40

API Banking Tech Solutionist Maximize API Banking Adoption: THE BANK is looking for a Banking API tech-solutionist who is passionate about API design and development and can combine their technical expertise with a product lens to create a long-term vision for maximizing Banking API adoption. Study industry best practices and in partnership with the Business Product Owners, highlight opportunities to participate in external / 3rd party marketplace to broaden the value proposition of the API products. Educate and create awareness on different API marketplace/platform business models leveraging workshops, design thinking methodologies, etc. Understand the needs of the API ecosystem partners and identify capabilities needed to build new apps, products/ services and business models. Realize the advantages of API ecosystem business-driven network effects, by cultivating strategic business partner relationships and building a community of internal and external developers. Open Banking and BaaS Enablement: Partner with Business Stakeholders to analyze business opportunities, new revenue streams, and benefits driven by BaaS and Open Banking APIs External Developer Portal Enablement: Partner with the Product Owner to expand THE BANK'S External API Developer Portal. Create a 3-year roadmap, comprising solutions for monetization and capabilities based on the developer personas. Responsibilities · Bring in industry perspectives of the evolution of the Banking API ecosystem as well as a competitive landscape · Organize Workshops and Design Thinking sessions for capability and ecosystem modeling of THE BANK API product offerings with product teams, external partners, and target customers · Deliver architectural analysis and build a business case recommendation to support Banking API-driven solutions · Analyze the existing API catalog supporting the Banking products and define the new capabilities needed to support BaaS and Open Banking API requirements · Establish a developer relations program based on the needs and interests of the community, drive loyalty, engagement, and a differentiating experience · Build a business case and solution design to support new API use cases. Capture ROI, the value proposition for the investments needed to implement solution · In partnership with cross-functional stakeholders, establish functional and technical KPIs to ensure API product and platform success Skillset · Bachelor's degree or equivalent experience · Understanding of Open Banking and BaaS trends and standards · Experience with API Developer Portal, building strategies and monetization solutions · Experience with API solution design and product modeling

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: *********************************************************************

Contract type: Full-time Industry: Financial Services Date published: 11-01-2024 **About the role** Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. **About Modern Woodmen of America** Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. * Our representatives provide financial guidance and products to help members protect their families and their futures. * Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. * Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. **About you** * Show integrity and character. * Demonstrate leadership skills. * Team-oriented. * Focus on results/success driven. * Can or have overcome adversity. * Grow by helping others. * Show volunteer spirit in the community. * Look for self-improvement opportunities. * Enjoy building long-term relationships. * Credible, trustworthy and honest. **Education and training** Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. **Qualifications** * Passion for bettering members' financial lives. * Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). * Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. **Benefits and perks** * Paid medical and dental insurance. * 401(k) retirement plan with company match. * Noncontributory pension plan. * Group term life insurance. * Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

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: *********************************************************************

Summary: A great opportunity to start your banking career and be part of a growing company. Candidate with beginning banking experience will have the opportunity to understand branch operations and work directly with customers on a variety of transactions and responsibilities. Responsible for establishing and maintaining lasting customer relationships, customer rapport and trust. Identify the needs of customers for a variety of general banking services through a proactive, needs-based sales approach. Acts as the primary bank liaison to the customer for meeting their financial needs and goals. Responsible for sales, service and operational functions in a branch. Work schedule may include weekends and evenings. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cyber security, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies. Responsibilities: include but are not limited to the following. Other duties may be assigned. Develop and maintain customer relationships by calling on customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services. Recognize and pursue opportunities to cross-sell banking products and services to new and existing customers by assessing the customer's needs and being knowledgeable of the features and benefits of the products. Facilitate a sales culture within the branch facility. Meets or exceeds established sales goals. Represent the bank in a positive, courteous and professional manner. Provides excellent personal customer service to all internal and external customers. Assist customers with questions, concerns, and explanations of bank products or services offered. Refers customers to other departments as appropriate. Provide direct customer service by answering a variety of questions in regard to accounts (e.g., opening and processing new deposit accounts, account balances, transfers, etc.). Ensure proper functioning of day to day operations, including opening and closing procedures, vault activities, cash levels and inventory supply as needed. Perform routine teller transactional services following procedures such as receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line teller terminal, cash checks and pay money from savings and checking accounts upon verification of signatures and customer account balances, inspect all checks, bonds, money orders, savings withdrawals, and other documents to determine their negotiability, receive payments for loans, perform ATM, Cash Dispenser/Recycler balancing as needed. Initiate or respond to customer written communication as needed. Take ownership of customer service issues through critical thinking and problem resolution skills. Maintain a working knowledge of various departments and colleagues to direct customer requests and inquiries. Follow policies and procedures, complete administrative tasks correctly and on time, contribute to the overall profitability of the Bank through cost controls and expense monitoring. Maintain adequate working funds as required by bank policy. Verify and balance assigned cash drawer as appropriate with a minimal level of variance. Keep cash drawer balance below maximum limit. Maintain customer confidence and protects bank operations by keeping information confidential. Maintain the highest level of confidentiality with all information obtained. Assume responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. Qualifications and Skills: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education/Experience: High School diploma or equivalent. Minimum of one year of relevant experience. Bachelor's degree in related field preferred. Strong knowledge of bank products and services. Strong sales and relationship building skills. Knowledge/Skills/Abilities: Ability to promote, sell and cross-sell bank products and meet referral goals. Must have professional and personable presentation with ability to maintain a high level of energy. Strong organizational skills and attention to detail. Strong customer service orientation. Ability to problem solve, prioritize tasks and meet required deadlines. Ability to think critically and use good, sound judgment in decision making. Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management. Ability to define problems, collect data, establish facts and draw valid conclusions. Must understand and comply with company policies and procedures. Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions. Ability to accurately and quickly complete standard mathematical calculations. Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations. Ability to use a calculator, computer and applicable software. Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must have the ability to lift and carry 25 pounds for a distance of 50 feet. Intent and Function of Job Descriptions: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. The duties and responsibilities enumerated are essential job functions except for those that begin with the word “May.”

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

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: *********************************************************************

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: *********************************************************************

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: *********************************************************************