National Financial Network jobs in Simi Valley, CA - 133888 jobs
Account Manager Entertainment Practice
National Financial Partners Corp 4.3
National Financial Partners Corp job in Simi Valley, CA
Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
NFP P&C is looking for an Account Manager who will be responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members.
NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page at ************************
Essential Duties and Responsibilities:
* Begins to develop relationships; attend meetings and may contribute
* Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
* Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor
* Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
* Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Knowledge, Skills, and/or Abilities:
* Highly organized with excellent verbal and written communication skills
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
* Ability to handle situations in a calm, courteous and professional manner
* Customer focused to establish and maintain effective relationships
* Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
* Ability to prioritize multiple tasks to meet deadlines
* Must be able to read, analyze and reconcile financial reports
* Possess strong analytical and problem-solving skills
* Sharp attention to detail, decision-making skills, and problem-resolution
* Flexibility and adaptability to changing priorities, deadlines and technology
Education and/or Experience:
* Associates degree (or equivalent) and BA/BS preferred
* More than 3 years' client service and/or industry and product line experience
Certificates, Licenses, Registration:
* Appropriately licensed or ability to obtain licensing if required
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $46,000 - $82,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$46k-82k yearly 60d+ ago
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Account Management Intern
National Financial Partners Corp 4.3
National Financial Partners Corp job in Simi Valley, CA
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
This is a full-time position for the summer months, working with a Director and an account team to service client accounts and begin to build relationships with the clients, vendors and other internal and external resources. The position requires day to day account management tasks and entails a great deal of verbal, electronic and other written communications. Intern will be responsible to complete a project at the direction of their supervisor and present their findings at the end of the program.
This is a hybrid position with in-office flexibility a few days a week.
Essential Duties and Responsibilities:
* Assist Directors and account team in day to day client servicing
* Develop relationships alongside leader with clients, team members and vendor partners
* Assist with team with client renewals, meeting presentations and special projects
* Assist with creating and updating benefits related guides for clients
* Assist with collection and management of annual benchmarking surveys
* Assist teams in preparation of RFP's for vendor products and services to ensure best-in-class offerings for clients
* Assist with creation of client corporate wellness programs and offerings
* Other duties as assigned
Knowledge, Skills and/or Abilities:
* Excellent written and verbal communication skills
* Be able to initiate and follow through with independent projects
* Excellent communication (verbal and writing) and interpersonal skills
* Cultivating relationship ability
* Strong problem solving ability
* Customer service oriented
* Proficiency with Microsoft Office applications
* Strong organizational skills with the ability to handle multiple tasks in a fast-paced environment
* Willing to work up to 40 hours per week
Education and/or Experience:
* Rising senior of a four-year university preferred
* Demonstrated leadership experience in college, community, internship, or co-op experience
* Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word
* Interest in Insurance Industry
Certificates, Licenses, Registration: None
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $18.00- $24.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
FULLERTON25
$18-24 hourly 60d+ ago
Physical Therapist (PT)
Bridgeview Estates 3.8
Twin Falls, ID job
Setting & Population Served
Life Care Centers of America facilities operate as Skilled Nursing Facilities (SNFs) that provide:
Long term care for residents who require ongoing skilled support and compassionate daily assistance
Short term, sub-acute rehabilitation for patients recovering from surgery, illness, or injury
Collaborative care through an interdisciplinary team approach with nursing, therapy, and medical staff working together
A diverse patient population including individuals with orthopedic, neurological, cardiopulmonary, and post-acute needs
Patient mix varies slightly by facility. As a therapy professional, you will help patients achieve functional progress and improve quality of life within a supportive, patient-centered environment.
Position Summary
The PT - Physical Therapist provides direct rehab care in physical therapy to patients upon physician referral in accordance with all applicable laws, regulations, and Life Care standards.
Education, Experience, and Licensure Requirements
Graduate of an accredited program in physical therapy, BSPT, MSPT, or DPT (2003 or later must have MSPT or DPT)
Currently registered/licensed in applicable State. Must maintain an active license in good standing throughout employment.
One (1) year experience in post acute care or related setting preferred
CPR certification upon hire or obtain during orientation. CPR certification must remain current during employment.
Specific Job Requirements
Participates in community health matters/projects as appropriate
Proficient in Microsoft Word, Excel, and e mail
Liaisons with patients, families, support departments, etc., to adequately plan for patient needs
Must demonstrate good body mechanics at all times
Make independent decisions when circumstances warrant such action
Knowledgeable of practices and procedures as well as the laws, regulations, and guidelines governing functions in the post acute care facility
Implement and interpret the programs, goals, objectives, policies, and procedures of the department
Perform proficiently in all competency areas including but not limited to: patient rights, and safety and sanitation
Maintains professional working relationships with all associates, vendors, etc.
Maintains confidentiality of all proprietary and/or confidential information
Understand and follow company policies including harassment and compliance procedures
Displays integrity and professionalism by adhering to Life Care's
Code of Conduct
and completes mandatory
Code of Conduct
and other appropriate compliance training
Essential Functions
Follow physical therapy treatment plans for patients
Establish, assess, and modify realistic, measurable, timely, and functional goals
Oversee and evaluate care given by PTAs, Rehab Aides, and PT and PTA students
Chart appropriately and timely
Utilize therapy software appropriately and accurately
Exhibit excellent customer service and a positive attitude towards patients
Assist in the evacuation of patients
Demonstrate dependable, regular attendance
Concentrate and use reasoning skills and good judgment
Communicate and function productively on an interdisciplinary team
Sit, stand, bend, lift, push, pull, stoop, walk, reach, and move intermittently during working hours
Read, write, speak, and understand the English language
An Equal Opportunity Employer
$67k-84k yearly est. 1d ago
Customer Service Representative
Loanmax Title Loans 3.8
Portland, ME job
Customer Service Representative - On-Site Portland, ME | 544 Deering Ave $20/hour | Full-Time Mon-Fri 10am-6pm | Rotating Sat | No Sundays LoanMax Title Loans is hiring a full-time Customer Service Representative for our Portland location. This is an on-site role with paid training, strong benefits, and growth opportunities.
What You'll Do
Assist customers with loan questions
Manage accounts, payments, and follow-ups
Evaluate vehicles used as collateral
Deliver professional, friendly service
What We Offer
$18/hour
Paid training
Paid vacation + 6 paid holidays
Medical, dental & vision insurance
Voluntary benefits available
Benefits begin on the 91st day
Stable schedule - Never work Sundays
What We're Looking For
Customer service experience
High school diploma
Computer & data entry skills
Positive, dependable, detail-oriented
Apply today to start a career with a trusted, nationwide company.
$18-20 hourly 4d ago
Primary Therapist
Rosewood 4.6
Wickenburg, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood
Wickenburg, Arizona
At Monte Nido Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate, warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a Primary Therapist to join our multi-disciplinary treatment team.
Schedule Options: 4 10-hour shifts or 5 8-hour shifts
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
$40k-58k yearly est. Auto-Apply 2d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Phoenix, AZ job
Your Opportunity:
Assistant Store Manager Titlemax Phoenix, AZ
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $18.25 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$18.3 hourly Auto-Apply 4d ago
QMA - Qualified Medication Aide
Glen Oaks Health Campus 4.1
New Castle, IN job
JOIN TEAM TRILOGY:
At Trilogy, you'll experience a caring, supportive community that values each team member. We prioritize meaningful relationships, genuine teamwork, and continuous growth. With the stability of long-term care, competitive pay, and exceptional benefits, Trilogy offers a work environment where you're supported, appreciated, and empowered to thrive in your career. If you're ready to join a team committed to your success, Trilogy is where you belong and thrive!
WHAT WE'RE LOOKING FOR:
The Qualified (Certified) Medication Aide (QMA or CMA) assists with administering medications to residents as directed by the physician, nurse supervisor, and Director of Nursing (DON). Additionally, this role assists residents with activities of daily living.
Key Responsibilities
The Qualified (Certified) Medication Aide sets up, administers, and records certain prescribed medications for residents in the facility under the supervision of a licensed nurse and as allowed by State regulatory agencies.
Practice the five rights of medication administration within the scope of your role.
Assist residents with activities of daily living as needed.
Properly label, store, receive and destroy medication per company policy.
Perform medication charting as directed by the Nurse Supervisor/Charge Nurse.
Qualifications
Certified as a Qualified Medication Aide (QMA) or Certified Medication Aide (CMA) by the state and maintain a Certified Nursing Assistant (CNA) Certification in good standing with the state.
0-1 years of relevant experience preferred
WHERE YOU'LL WORK : Location: US-IN-New Castle LET'S TALK ABOUT BENEFITS:
Our comprehensive Thrive benefits program focuses on your well-being, offering support for personal wellness, financial stability, career growth, and meaningful connections. This list includes some of the key benefits, though additional options are available.
Medical, Dental, Vision Coverage - Includes free Virtual Doctor Visits, with coverage starting in your first 30 days.
Get Paid Weekly + Quarterly Increases - Enjoy weekly pay and regular quarterly wage increases.
Spending & Retirement Accounts - HSA with company match, Dependent Care, LSA, and 401(k) with company match.
PTO + Paid Parental Leave - Paid time off and fully paid parental leave for new parents.
Inclusive Care - No-cost LGBTQIA+ support and gender-affirming care coordination.
Tuition & Student Loan Assistance - Financial support for education, certifications, and student loan repayment.
GET IN TOUCH: Stacey ************** APPLY NOW:
Since our founding in 1997, Trilogy has been dedicated to making long-term care better for our residents and more rewarding for our team members. We're proud to be recognized as one of Fortune's Best Places to Work in Aging Services, a certified Great Place to Work, and one of Glassdoor's Top 100 Best Companies to Work. At Trilogy, we embrace who you are, help you achieve your full potential, and make working hard feel fulfilling. As an equal opportunity employer, we are committed to diversity and inclusion, and we prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
NOTICE TO ALL APPLICANTS (WI, IN, OH, MI & KY): for this type of employment, state law requires a criminal record check as a condition of employment.
$36k-45k yearly est. Auto-Apply 1d ago
Family Therapist
Rosewood 4.6
Scottsdale, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Family Therapist
Monte Nido Rosewood Scottsdale
Scottsdale, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Family Therapist to provide therapy to our clients and their families.
Our Family Therapists may be scheduled for one evening and one weekend day (in addition to weekdays - 40 hours/week) for the benefit of clients and their families.
Anticipated schedule is Tuesday-Saturday
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Provide weekly family therapy and caregiver coaching calls
Facilitate group therapy for clients and families
Provides meal support with clients
Participate in ongoing care management
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree, at minimum, in clinical counseling or related discipline.
Licensed (or license-eligible) preferred in a counseling field (e.g., Psychologist, LMFT, LCSW, etc.).
Prior experience treating those with eating disorders in a residential or inpatient setting is very helpful.
Knowledge of diversity, equity and inclusion practices
#Rosewood
$42k-53k yearly est. Auto-Apply 4d ago
Analyst Operations - Equipment Leasing - Rosemont, IL
Wintrust Financial 4.9
Rosemont, IL job
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.
Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What You'll Do
Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed
Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio.
Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring.
Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS)
Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio.
Assist with maintaining insurance coverage for portfolio and tracking renewals.
Assist with maintenance of loan and lease documentation and scanning of documents into records management systems.
Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors.
Ensure compliance with departmental policies and procedures.
Qualifications
5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years)
Processing loan or leasing documentation experience required.
Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred
Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management
Ability to handle multiple tasks and accept change willingly
Attention to detail with a strong work ethic and willing to take initiative.
Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers
Proficient with MS Excel as well as experience with other MS Office products.
Bachelor's degree or some college preferred
Experience with Salesforce and loan/lease origination platforms a plus
Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus
Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience
#LI-HYBRID
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$50k-65k yearly Auto-Apply 3d ago
Occupational Therapist NonExempt
North Florida Rehabilitation Hospital 4.5
Jacksonville, FL job
Facility Name: North Florida Rehabilitation Hospital
Schedule: Day Shift, Part Time
Your experience matters
North Florida Rehabilitation Hospital is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast. We are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. As an Occupational Therapist joining our team, you're embracing a vital mission dedicated to
making communities healthier
. Join us on this meaningful journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve.
How you'll contribute
An Occupational Therapist who excels in this role:
Develop a specialized treatment plan to help him/her achieve as much as possible in regaining his/her well-being through exercise and/or use of prosthetic and orthotic devices. You and your staff will play an important role in his/her recovery
Communicate patient progress or problems to supervisor and other team members; instruct patient's family or nursing staff in follow-through programs
Document patient care in accordance with regulatory, licensing, payer and accrediting requirements
Maintain equipment and work area in a safe and clean condition
Handle job responsibilities in accordance with the standards of the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standards and applicable state/federal laws
Other duties as assigned
Why join us...
We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers:
Comprehensive Benefits: Multiple levels of medical, dental and vision coverage - with medical plans starting at just $10 per pay period - tailored benefit options for part-time and PRN employees, and more.
Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match.
Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs).
Professional Development: Ongoing learning and career advancement opportunities.
What we're looking for...
Degree from an accredited Occupational Therapy program
Current and unrestricted Occupational Therapy license in the state where services are rendered
Current CPR certification
Strong organizational and communication skills
Connect with a Recruiter
Not ready to complete an application, or have questions? Please contact Erika Jones at *******************************
EEOC Statement
"North Florida Rehabilitation Hospital is an Equal Opportunity Employer. North Florida Rehabilitation Hospital is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment."
Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.
$59k-74k yearly est. Auto-Apply 3d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Foley, AL job
Your Opportunity:
Assistant Store Manager Check Into Cash Foley, AL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 3d ago
Primary Therapist
Rosewood 4.6
Tempe, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood Tempe
Tempe, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team.
This position with support our Day Treatment PHP/IOP program in Tempe with an anticipated schedule of Monday-Friday with one evening day a week (12p-8p)
#LI-ONSITE
Total Rewards::
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
$39k-57k yearly est. Auto-Apply 3d ago
CA Market
Fidelity 4.2
Los Angeles, CA job
n/a
is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACategory:Customer Service, Relationship Management, Sales
$60k-75k yearly 60d+ ago
Senior Account Executive - Private Client (HNW)
National Financial Partners Corp 4.3
National Financial Partners Corp job in Los Angeles, CA
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages.
Essential Duties and Responsibilities:
* Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
* level facilitates requests and needs of the carriers on behalf of NFP's clients.
* Works with the Claims Department on relevant claims for assigned clients.
* Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
* Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
* May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives.
* Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
* Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Knowledge, Skills, and/or Abilities:
* Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people/personalities
* Strong leadership skills
* Must be able to read, analyze and reconcile financial reports
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner
Education and/or Experience:
* BA/BS preferred
* Typically more than 8 years industry and product line experience.
Certificates, Licenses, Registration:
* Property & Casualty Broker's License required
* CIC, CPCU or other P&C designation preferred.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 - $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$56k-132k yearly 6d ago
Planning Consultant - Santa Monica, CA
Fidelity Brokerage Services 4.2
Santa Monica, CA job
Job Description:Planning Consultant
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Expertise We're Looking For
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Financial services experience preferably in financial planning
Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You Bring
Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.
Ability to profile to understand planning needs and identify appropriate solutions
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
Educating and planning with clients to uncover opportunities that will lead to the client's success
Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers
The base salary range for this position is $70,000 - $105,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Relationship Management
$70k-105k yearly Auto-Apply 27d ago
SVP - SPS Relationship Management Group Manager
Fidelity Brokerage Services 4.2
Los Angeles, CA job
This exciting role will lead one of Fidelity's Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services & Non-Qual is Fidelity's equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants.
The Role
The SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships.
This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise.
The Expertise and Skills You Bring
Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.
Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement.
Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans.
Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity.
Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.
Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses.
Transparent and credible presence in the Equity Compensation industry
Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills.
Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.
Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.
Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results.
Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.
Coach and mentor to provide continued career development and evaluate performance.
Provide leadership to build an empowered, diverse and inclusive team culture
Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.
Ensure that team is compliant with all appropriate rules and regulatory requirements.
5 +years Institutional (business to business) sales or relationship management experience with a shown track record of successful leadership in various roles
Series 7, 24 & 63 licenses are required.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $185,000-$400,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRACategory:Sales
$185k-400k yearly Auto-Apply 7d ago
Workplace Financial Consultant - Los Angeles, CA (Santa Monica/Torrance/Long Beach/Irvine)
Fidelity 4.2
Los Angeles, CA job
This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach & Irvine 4-5 days a week.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
Apply the Fidelity Relationship Model during participant interactions
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
Conduct ongoing engagement planning with plan sponsors
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership
The Expertise and Skills You Bring
3 years of financial services experience required; BA required
Series 7 and 66 required (or S63/S65)
1-2 years of customer facing experience preferred
Life & Annuity Certification optional
Demonstrated familiarity with Financial Planning Concepts
Demonstrated planning experience preferred
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to engage in complex conversations with a clear call to action
Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 75%)
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
GROW in your skills to deliver more, world-class planning and education experiences for our participants
WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
The base salary range for this position is $85,000 - $121,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
$85k-121k yearly 33d ago
Primary Therapist
Rosewood 4.6
Scottsdale, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood Scottsdale
Scottsdale, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team.
Anticipated schedule is Tuesday-Saturday
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
$39k-57k yearly est. Auto-Apply 4d ago
(Future Opening) Account Manager, Business Management
National Financial Partners Corp 4.3
National Financial Partners Corp job in Los Angeles, CA
Who We Are: Ground Control (a Wealthspire company) is a business management firm built for those with boundless potential. We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle. Leaders in entertainment, sports and business turn to us for exceptional support. We began more than forty years ago with the idea that careers in Hollywood came with unique financial complexities. The concierge services we developed were designed to help them enjoy their incredible success. Today we are still trusted partners for actors, producers, writers and directors, but we're also the financial concierge for professional athletes, innovators and entrepreneurs.
We're looking for an Account Manager, Business Management to join our team.
NOTE: This opportunity is for future needs. We often recruit for these roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises.
The Account Manager is responsible for overseeing all day-to-day business, personal, and financial matters for assigned clients and entities. The Account Manager is further responsible for managing the workflow and ongoing supervision, training and mentoring of their Bookkeeper. The Account Manager works closely with one or more Partners and Managers, but the position requires time management skills and independent thinking and judgement.
Essential Duties and Responsibilities:
* Communicates directly with clients with collaboration with senior team members.
* Knowledge of Chart of Accounts (personal and corp).
* Monitors daily client activity, handles requests, and conducts timely follow ups on outstanding matters.
* Reviews bank balances daily and funds accordingly.
* Prepares daily and monthly bank reconciliations.
* Prepares monthly cash flow reports.
* Performs monthly, quarterly, and annual close activities.
* Completes billing timesheets daily, making sure to include appropriate and accurate commentary for all entries.
* Understands and utilizes all available tools to ensure desks are run efficiently (e.g., credit card allocation module, bill scheduler/repetitives, repository, and other tools as directed by the Operations Team).
* Reviews all work completed by the Bookkeeper, including billing and payroll timesheets.
* Supervises, mentors, and manages bookkeeping staff.
* Works closely with business management team to ensure clean and accurate books.
* Identifies areas with inefficiencies and makes changes as necessary (e.g., going paperless, live checks vs. electronic payments, etc.).
* Other related duties as assigned.
Knowledge, Skills, and/or Abilities:
* Accounting background required.
* Ability to work independently and anticipate client and team needs.
* Effective time management and decision-making skills.
* Diligent follow up skills.
* Ability to express ideas clearly in both written and oral communications.
* Experience with AgilLink or equivalent platform.
Education and/or Experience:
* Associates degree (or equivalent), and BA/BS preferred
* Four or more years' experience with business management firm required
* Entertainment industry experience preferred
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more. The base salary range for this position is $73,000 - $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Ground Control Business Management and Wealthspire is an inclusive Equal Employment Opportunity employer.
$73k-95k yearly 60d+ ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Hamilton, AL job
Your Opportunity:
Assistant Store Manager Check Into Cash
Hamilton, AL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.