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Financial Advisor
Edward Jones 4.5
Owatonna, MN job
This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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$45k-100k yearly 4d ago
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Registered Branch Associate
Edward Jones 4.5
Champlin, MN job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 11132 Commerce Lane North, Suite 0, Champlin, MN
This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $33.73
Hiring Maximum: $35.84
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$72k-91k yearly est. 4d ago
Financial Advisor
Edward Jones 4.5
Lakeville, MN job
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
$45k-100k yearly 4d ago
Registered Branch Associate
Edward Jones 4.5
Northfield, MN job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 158 North Water Street Ste 4, Northfield, MN
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $29.08
Hiring Maximum: $30.90
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$72k-91k yearly est. 4d ago
Client Service Associate - Financial Services
Larson Wealth Partners, LLC 3.3
Minneapolis, MN job
Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information.
This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Requirements:
Responsibilities include, but are not limited to:
Serve as the primary contact for client service needs, ensuring clear, timely communication.
Process new business and manage paperwork for investments, insurance, and alternative assets.
Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.
Maintain and track tasks, follow-ups, and planning milestones using Salesforce.
Schedule and prepare for client meetings, including calendar management and pre-meeting materials.
Gather and organize financial and insurance data to support planning and underwriting.
Ensure accurate recordkeeping and support regulatory compliance in all workflows.
Provide high-level support to advisors by anticipating needs and keeping client processes on track.
Expectations:
Previous financial advisory services or similar experience required
Ability to work with the Advisor and other support team members to accomplish a common goal
Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
2+ years of experience with Salesforce
Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc.
Must be a self-starter and goal-oriented requirements: Skills and Experience:
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Excellent verbal and written communication
Service oriented attitude
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Exceptional organization and problem solving
Larson Financial Group, LLC offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost)
Dental Insurance
Vision Insurance
ER PD Long Term Disability Insurance
ER PD Life Insurance
ER PD EAP
Voluntary Life & STD available
Supplemental Insurance available
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
PI9b827f786bf3-37***********4
$49k-64k yearly est. 2d ago
Talent Program Manager Senior - Performance Management & Potential
USAA 4.7
Chesapeake, VA job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Shape the future of talent effectiveness at USAA. As a dedicated Talent Program Manager Senior, you will lead and are a subject matter expert in the design, delivery, and evolution of enterprise-wide performance and potential management strategies. In this role, you will drive outcomes that elevate talent effectiveness, enable differentiated development and support a culture of accountability and growth. This is a critical position with the Talent Delivery & Governance team, where your work will ensure our performance and potential practices are compliant, inclusive and integrated across the talent ecosystem.
This role demands a deep understanding of learning & talent processes, rules and compliance standards, a strong grasp of Workday, and mastery of product management best practices. The primary goal is to leverage this expertise to deliver innovative and impactful solutions that significantly optimize the overall employee experience, drive efficiency within HR operations, and, most importantly, align seamlessly with overarching business objectives, thereby contributing to a tangible and positive impact on the organization's success. If you thrive at the intersection of product strategy, data and talent and you're passionate about scaling solutions that elevate the employee experience, apply now!
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the following locations: San Antonio TX, Plano TX, Charlotte NC, Tampa FL, Colorado Springs CO, Chesapeake VA or Phoenix AZ.
Relocation assistance is available for this position.
What you'll do:
Defines and maintains program strategies commensurate with the level of risk, size, and complexity to ensure individual efforts align with organizational goals.
Responsible for providing input and recommendations on multi-year business plans to deliver business capabilities and define execution approach to achieve business goal while reducing risk and delivering early business value.
Facilitates meetings with executive management and project / program sponsors to define solutions and delivery.
Prepares reports that provide stakeholders and management with status updates to include identifying risks or issues.
Performs analyses, root cause identification and development and recommendation of key work products.
Negotiates agreements, settles disputes equitably and diffuses situations.
Negotiates program tradeoffs with IT and the business as the program develops to ensure alignment of demand to capacity.
Adheres to EPMO processes, procedures, controls, standards, tools, and templates (as required).
Adheres to governance rigor required for work efforts.
Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of project and / or program management experience, including experience defining a new program and/or managing large-scale projects.
Proficient experience in Principles of Project, Program or Portfolio Management to develop multi-year business plans.
Proficient knowledge of program efforts management tools and methodologies.
Understanding and demonstrated application of risk management policies and procedures.
Knowledge of program management methodology and techniques; program performance evaluation and change management principles.
Experience maintaining and reporting on work effort(s) budgets / methodologies.
Proficient experience in USAA's change management methodology or similar industry change management methodology.
Demonstrated experience using knowledge of the business, its products, and processes to assess program risks and rewards across multiple technologies and business goals.
What sets you apart:
You bring a product mindset and are able to balance user needs, business outcomes, and technical feasibility to drive scalable, high impact talent solutions.
You use data and metrics to inform decisions, measure impact and continuously improve products.
You're fluent in Agile methodologies and comfortable managing backlogs, roadmaps, and delivery cycles in collaboration with cross-functional teams.
Ability to influence senior level stakeholders and lead cross-functional initiatives with complex dependencies to create seamless solutions that reduce complexity for business leaders.
Collaborate with internal stakeholders across Legal, Risk, Compliance and HR Centers of Excellence to ensure alignment and risk mitigation and program governance, process integrity, and compliance with internal policies and external regulatory requirements.
Familiarity experience with HRIS systems (e.g., Workday, SAP SuccessFactors, Oracle HCM
Cloud) including process optimization and configuration coordination.
Proficiency in task tracking, documentation, and cross-functional execution.
Skilled in workflow design tools (e.g., Visio).
You're passionate about creating inclusive, human-centered experiences that reflect USAA's mission and values.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $103,450- $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$103.5k-197.7k yearly Auto-Apply 3d ago
Paid Media Manager
Capcenter 4.2
Richmond, VA job
CapCenter is seeking a Paid Media Manager to lead planning, buying, and optimization across digital and traditional advertising channels. This role blends strategic media planning with hands-on execution to drive brand awareness, full-funnel engagement, and efficient customer acquisition.
What You'll Do
Build and manage paid media strategies across social, display, video, CTV, audio, direct mail, print, OOH, and sponsorships.
Lead media planning, including budgeting, forecasting, audience segmentation, and channel mix recommendations.
Activate, monitor, and optimize campaigns across all platforms, ensuring accurate pacing and strong performance.
Use audience insights and data to shape targeting and creative recommendations.
Collaborate with creative, analytics, HubSpot CRM teams, and compliance partners to ensure accurate, compliant, high-performing campaigns.
Develop performance reports and deliver actionable insights to leadership.
Uphold CapCenter's media governance and quality control standards.
What You Bring
5-10+ years of experience managing paid media across digital and traditional channels.
Proven media planning expertise-budgeting, forecasting, and channel strategy.
Hands-on experience with HubSpot for campaign tracking, lead management, or audience activation.
Strong analytical skills with a history of optimizing toward CPA, ROAS, and full-funnel KPIs.
Excellent communication, organizational skills, and cross-functional partnership experience.
Experience in financial services or regulated industries is a plus.
Join us to help build a smarter, more efficient media engine powering CapCenter's growth.
$69k-115k yearly est. 1d ago
Sample Receiving and Microbiology Analyst
RMB Environmental Laboratories Inc. 3.8
Shafer, MN job
DEPARTMENT:
Laboratory
EXEMPTION STATUS:
Non-exempt / Hourly
Shafer, MN
DATE PREPARED:
December 2025
STATUS
Full - time MONDAY - FRIDAY
Duties include receipt of client samples, unpacking coolers of containers and logging samples into a Laboratory Information Management System (LIMS). Additional responsibilities include working in the microbiology laboratory to assist with basic water sample testing for coliform bacteria.
DUTIES & RESPONSIBILITIES
Ability to follow standard operating procedures, computer data entry with attention to detail and ability to multitask. Must be able to lift 50 pounds.
Environmental sample receipt from clients and work order submittal into Laboratory LIMS system; Evaluation and distribution of daily laboratory work orders to analysts.
Distribution of sampling supplies to clientele and field personnel,
Maintain sample work order productivity by evaluating receiving samples; the samples are selected and grouped by parameter to expedite analysis and minimize turn-around-time. Rush service samples, as well as those with short holding times, are prioritized and analyzed accordingly.
Ensure sample compliance with EPA regulated sample collection, storage, and transportation guidelines; by providing accurate sampling guidance and education to clients; consulting with clients to ensure adherence with field and laboratory quality assurance measures; and providing proper guidance of standard operating procedure and EPA methodologies as applicable to sample receipt operations,
Conflict resolution and troubleshooting by consulting with clientele, assigned project manager, and/or Laboratory Director,
Maintain confidential sample and client information in the Laboratory Information Management System (LIMS),
Provide billing with work orders, as applicable,
Maintain laboratory sample collection supply inventory by checking stock to determine inventory levels and anticipating supply needs.
Maintain professional and technical knowledge by reviewing current EPA and RMB standard operating procedures, requirements, and guidelines, reviewing internal laboratory quality control and assurance procedures, • Maintain safety of the workplace and coordinate with Facilities Manager and Laboratory Director to maintain compliance with laboratory and OSHA requirements,
EDUCATION & EXPERIENCE
The type of formal education and type/amount of experience that would typically be needed to successfully perform in the position.
Experience in Laboratory setting is welcomed.
KNOWLEDGE, SKILLS & ABILITIES
Skills - Measurable or observable behavior while performing a cognitive or manual activity, such as skill in word processing.
Ability - Natural (perhaps innate) talents or gained capabilities, such as ability to follow procedures.
Quality control and quality assurance understanding
Safety conscience
Current technology and trends
Express ideas clearly, concisely, and effectively orally and in writing
Exercise appropriate judgment in answering questions and releasing information; analyze and project consequences of decision and/or recommendations.
Communicate effectively with a variety of individuals representing diverse cultures and backgrounds and function calmly in situations which require high degree of sensitivity, tack, and diplomacy.
An ability to plan, organize and prioritize work.
WORKING CONDITIONS
The environment in which the position functions and the frequency of exposure, such as frequent exposure;
Exposure to Sulfuric Acid, Nitric Acid, Potassium Iodide and Starch solution. Employees must follow safety measures. Frequent: walking, standing, bending, and twisting of neck, bending, and twisting of waist, lifting and carrying objects weighing up to 15 pounds, lifting of up to 50 lbs. Occasional: sitting, repetitive use of hands to operate instruments, computers, printers, copiers.
EEO Statement
RMB Environmental Laboratory is an Equal Opportunity Employer and will not discriminate against any applicant for employment on the basis of race, age, religion, sex, veterans, individuals with disabilities, sexual orientation, or gender identity.
Note: Job Descriptions are not exhaustive lists of all skills, responsibilities, or efforts associated with a job. They reflect principal job elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
$32k-44k yearly est. 5d ago
Business Process Owner Senior - Litigations
USAA 4.7
Chesapeake, VA job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
There are 2 positions available.
As a dedicated, Business Process Owner Senior you will plan, direct, and coordinate activities for complex processes, including problem definition, evaluation of requirements, design, testing, and implementation of business processes. You will be responsible to understand the process operating objectives, business rules, performance requirements, risks, and controls and interactions between dependent processes to minimize failures, eliminate redundancies, and control process performance necessary to achieve efficient, effective design and execution of the process. You will support alignment of process to overall experience strategy and vision.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Chesapeake, VA, Colorado Springs, CO, Phoenix, AZ, San Antonio, TX, or Tampa, FL.
Relocation assistance is not available for this position.
These positions will support Claims Litigations.
What you'll do:
Develop and implement strategic customer specific business process program plans that align with enterprise strategy and influence appropriate roadmap(s).
Apply expert knowledge of the business and lead the alignment and development of business deliverable processes and capabilities to materially change and improve business performance.
Serve as functional expert bringing diverse perspective to leverage multiple ways of thinking while developing end-user focused process solution.
Manage the performance of processes by developing control limits, monitoring key performance indicators, and informing stakeholders of any deficiencies, improvements, operational risks issues, etc. and drives collaborative efforts to ensure process delivers against requirements.
Identify, own, execute, enhance, and align controls to mitigate operational and compliance risks as it pertains to owned processes as it pertains to owned processes.
Develop communication plans for customers and internal stakeholders.
Ensure alignment between internal stakeholders and customers across all business process projects and services using proactive communication and engagement strategies.
Utilize reporting, data, and analytics to measure process and project performance, deliver process operational efficiencies, and inform key stakeholders.
Stay current with emerging technologies and evaluates business processes to lead continuous process improvement efforts.
Lead solution development including business case / benefits substantiation and drive business requirements for process improvement initiatives.
Provide mentorship and guidance support for team and applicable business partners.
Actively provide relevant business performance intel to progress the planning, research, analysis, development, and implementation of new and modifications to existing applications and processes to provide new or improved capabilities, products, and/or services.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years business process execution/knowledge/experience, consulting, and/or process engineering/optimization.
Experience in successfully applying quality management, process improvement, and problem-solving tools and methodologies.
Experience in implementing and sustaining change/improvements (change champion).
Hands on experience with Process Mapping and Modeling and creating and validating process documentation.
Experience in the application of process management standards and policies, and knowledge of applicable regulations and risk management practices.
Demonstrated experience with Lean, Business Process Management, or similar methodology.
Demonstrated experience with utilizing various systems to collect and analyze data.
What sets you apart:
P&C Litigation Claims Operations and/or Optimization experience.
2+ years Manager, Claims Operations experience.
Deep operational knowledge of end-to-end Injury and/or Litigation Claims processes.
Proven ability to use analytical tools and data to inform business decisions.
Proven thought leader.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $93,770 - $179,240.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$93.8k-179.2k yearly Auto-Apply 5d ago
Closing Consultant
Capcenter 4.2
Richmond, VA job
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
$77k-123k yearly est. 5d ago
Seasonal Tax Scanner
Hantzmon Wiebel LLP 3.2
Charlottesville, VA job
Who We Are Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community. Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission: We will use our expertise and entrepreneurial spirit to:
Nurture future leaders through a supportive, challenging, and enjoyable work environment
Provide the highest quality professional services to our clients
Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
Work with clients and team members to accomplish their desired results
About the role
We are seeking dedicated and detail-oriented individuals to join our seasonal tax scanning team. As a Tax Scanner, you will play a crucial role in our tax preparation process by accurately scanning and indexing tax documents. This role will run from February through the end of April 2026. We are expecting up to 40-hour workweeks. Please note that Saturdays are also expected.
Responsibilities
Accurately scan and index tax documents, including W-2s, 1099s, and other relevant forms.
Ensure the quality and accuracy of scanned documents.
Maintain a clean and organized workspace.
Adhere to strict deadlines and productivity goals.
Follow company policies and procedures.
What we're looking for
Strong attention to detail.
Ability to work accurately and efficiently.
Basic computer skills, including the ability to use scanning software.
Ability to work in a fast-paced environment.
Flexibility to work varying shifts, including evenings and weekends.
If you are a reliable and detail-oriented individual who enjoys working in a fast-paced environment, we encourage you to apply.
The perks!
Competitive compensation
Dynamic and innovative work environment
Opportunity to learn within the accounting industry
$29k-34k yearly est. Auto-Apply 54d ago
Mortgage Loan Consultant
Capcenter 4.2
Richmond, VA job
Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter's innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter's greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today's prospects into tomorrow's loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct.
Responsibilities:
Serve as Client Representative.
As the name implies, you are the client's representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter's professional teams properly perform their services to the client's satisfaction. Assuring the client's overall satisfaction is a core responsibility of the Loan Consultant.
Land Business.
Sell CapCenter's full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client's primary representative, and to get CapCenter's realtors and other purchase professionals hired as appropriate to meet the client's needs and circumstances.
Serve as Loan Originator.
As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client's mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed.
Generate Future Business.
The Loan Consultant's job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter's marketing and e-commerce professionals.
Business Development.
Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company's marketing and business development professionals.
Qualifications:
Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications:
Ability to multi-task in a fast paced environment using time management to meet deadlines.
Must be a licensed Loan Originator or have the knowledge and desire to become licensed.
Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience.
In-depth understanding of the full Real Estate Purchase and Sales cycle.
Proven professionalism, ethics and character.
Competitive drive for constant improvement.
CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation.
We are an Equal Employment Opportunity Employer.
$34k-49k yearly est. 5d ago
Director, Digital/Technical Product Management - Omni Enablement
USAA 4.7
Chesapeake, VA job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Director, Digital/Technical Product Management for Omni Enablement, you will lead teams of Digital or Technical Product Managers responsible for the strategy, ideation, definition, development and performance of digital and technology products and their experiences for USAA and its members. Oversees highly complex or strategic initiatives typically requiring confidentiality and enterprise-level visibility. Collaborates with Business and Technology stakeholders to lead a team responsible for tackling complex and challenging problems while maintaining situational awareness of the market in order to maximize the product portfolio. Focuses on the operational effectiveness, goals, and performance of the team and their products or product line (or set of product experiences), ensuring strategic alignment within a product portfolio.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
• "GenAI for Contact Center Enablement" Strategy: Define and lead the product vision, strategy, and roadmap for leveraging Generative AI to directly support insurance agents in real-time during customer calls. This includes understanding the unique challenges and opportunities within agent-led conversations and how AI can enhance their ability to provide exceptional service, streamline information access, and improve outcomes.
• Automation of Manual Processes: Proven experience in identifying and automating manual processes through digital solutions. This requires a deep understanding of process workflows, the ability to pinpoint inefficiencies, and the expertise to implement technology-driven solutions.
• Product Lifecycle Adherence: Strict adherence to and management of the product lifecycle, from ideation and development to launch, iteration, and end-of-life. This ensures that products are delivered systematically and meet defined quality standards.
• Attracts, selects, and develops a Digital or Technical Product Management team in the attainment of product and experience goals and objectives.
• Manages day to day activities of the Digital or Technical Product Management team or and actively manages resources to ensure optimal efficiency and effective delivery.
• Responsible for end-to-end technology and digital product management activities for a product portfolio, or product line or group, or a major market segment or "vertical" market.
• Sets new Product strategies and leads team to define product strategy for a product portfolio, product line or group and oversees the development, analysis, and alignment of product strategy and roadmaps.
• Applies product management expertise in state-of-the-art digital and technology domains.
• Improves the business outcomes of the team by injecting strategic and innovative thinking in digital and technology product and service solutions.
• Guides teams in implementing data-driven methodologies across multiple channels, including emerging technology and mobility, to optimize end user experiences to drive KPI/KRIs.
• Guides team in developing best-in-class practices, tools, and processes to collect data, member feedback, derive insights, and inform product decisions.
• Leads team to effectively manage ambiguity, and influence others to drive clarity, solutions, and execution plan among team and stakeholders.
• Collaborates with and influences senior leaders, Digital or Technical Product Managers, developers, vendors, designers and other stakeholders to ensure successful product strategies and product/ feature launches.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
• Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8 years Digital/Technology Product Management experience, to include Digital/Technology experience in Strategy/Planning, Innovation, User Experience, Process Engineering, Analytics, and/or Research/Testing; OR an Advanced degree and 6 years of Digital/Technology Product Management experience, to include Digital/Technology experience in Strategy/Planning, Innovation, User Experience, Process Engineering, Analytics, and/or Research/Testing.
• 3 years of direct team lead or leading matrixed or cross-functional teams.
• Demonstrated ability to think strategically, communicate effectively, and leverage and influence leadership and cross-functional teams to develop and execute product strategy.
• Solid business acumen combined with strong technical and customer experience foundations.
• Knowledge of Technology/Digital products and/or emerging technology platforms, applications, data analysis and research techniques, and standards.
• Demonstrated ability to work in an Agile, Lean Product Development and Lean Portfolio Management environment.
• Knowledge of digital and technology strategy and delivery as it relates to Experience Design concepts and Human Centered Design concepts, roadmap development, journey mapping, competitive analysis and research, and situation analysis methods.
• Ability to excel in a dynamic environment with shifting priorities and a high degree of independence.
• Demonstrated people management skills.
What sets you apart:
• AI Fundamentals: Understanding of Artificial Intelligence concepts, capabilities, and potential applications within product development and business process automation. This is crucial for leveraging AI to enhance the Agent Desktop, work tools and automate processes.
• Contact Center Technology: Experience with contact center technologies is specified. This may relate to customer support for the Agent Desktop, applications or understanding how communication platforms can be integrated or automated.
• Roadmap Development: Proven ability to create and manage comprehensive product roadmaps that align with business strategy and technological capabilities. This includes defining timelines, milestones, and feature prioritization.
• Prioritization: Strong skills in prioritizing product features, initiatives, and technical debt based on business value, customer impact, and strategic alignment. This often involves using frameworks and data-driven analysis.
• Agile Methodologies: Deep understanding and practical experience with Agile development frameworks to drive efficient product development cycles.
• Product Vision and Strategy: Ability to define and articulate a clear product vision and overarching strategy that aligns with broader business objectives and technological advancements.
• Gather Requirements: Skill in effectively gathering, analyzing, and documenting product requirements from various stakeholders, including business users, technical teams, and customers.
• Stakeholder Management: Ability to effectively manage relationships and communication with diverse stakeholders, including navigating dependencies on other platforms and processes. This is critical for aligning efforts and ensuring smooth execution.
• Cost-Benefit Analysis: Proficiency in conducting cost-benefit analyses to evaluate the feasibility and potential ROI of new features, automation initiatives, and strategic investments.
• Contact Center Experience: Experience specifically within contact center environments, which may inform the approach to user support, customer interaction, and process optimization within the agent desktop and applications.
• Automation Technologies: Familiarity with various automation technologies (e.g., RPA, workflow automation tools, AI-driven automation) and their application in streamlining business processes.
• Business Strategy Integration: Ability to deeply understand and integrate business strategy into product development, ensuring that technology investments directly support organizational goals.
• API Integration: Experience with API design, integration, and management to ensure seamless data flow and interoperability between different systems and platforms.
• Product Management: Comprehensive experience in all facets of product management, from discovery and definition to launch and post-launch optimization.
Compensation range: The salary range for this position is: $143,320.00 - $273,930.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$97k-120k yearly est. Auto-Apply 1d ago
Registered Branch Associate
Edward Jones 4.5
Berryville, VA job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 15 West Main Street, Berryville, VA
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $33.73
Hiring Maximum: $40.83
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$70k-89k yearly est. 4d ago
Environmental and Biodiversity Consultant
Inter-American Development Bank 4.2
Washington, MN job
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment.
About this position
We are looking for an experienced and highly motivated environmental contractual. As an Environmental and Biodiversity consultant, you will support the implementation of the Bank's operations. You will ensure they comply with the IDB's Environmental and Social Policy Framework (ESPF) and internationally recognized best practices. In addition, this position requires solid competencies under ESPS 6 (Biodiversity Conservation and Sustainable Management of Living Natural Resources), including biodiversity impact assessment, biodiversity action plans, habitat classification (modified, natural, and critical), critical habitat evaluation, ecosystem services analysis, and natural resource management.
You will work in the Environmental and Social Solutions Division (VPS/ESG) of the Inter-American Development Bank (IDB). ESG is responsible for ensuring that IDB-financed projects and other activities are environmentally and socially sustainable and comply with the Bank's environmental and social policy framework (ESPF) and previous environmental and social safeguard policies. Specialists in VPS/ESG provide the Bank and its borrowers with guidance on environmental and social safeguard issues and participate in project teams, providing technical input on social and environmental issues during project preparation/due diligence and supervision.
What you'll do
The contractual will be supervised by a Group Head in one of ESG's Support to Operations Groups, providing environmental support in the preparation and supervision of operations and other activities, not limited to the following:
* Provide environmental support for project preparation and supervision under the guidance of a Group Head.
* Prepare Initial Environmental and Social Review Summaries (iESRS) and ESRS.
* Draft terms of reference (TORs) and review ESAs, ESMPs, ESMSs, BAPs, and related instruments.
* Participate in preparation missions and contribute to aide-mémoires.
* Join supervision missions and produce supervision reports and aide-mémoires.
* Review internal/external documents and provide written recommendations.
* Prepare TORs and review environmental and social documents required by Bank policies during supervision.
* Assess biodiversity information and biodiversity requirements (natural and critical habitats) per ESPS 6.
* Identify critical habitats and assess risks to biodiversity following the mitigation hierarchy.
* Support development and review of biodiversity action plans (BAPs) and critical habitat strategies.
* Evaluate ecosystem services, invasive species risks, and sustainability of natural resource management projects.
* Provide ESPF, including ESPS 6, trainings and participate in meetings with executing agencies and project team leaders.
What you'll need
* Education: Master's degree (or equivalent advanced degree) in environmental management, environmental sciences, biology, ecology, geography, forestry, range science, natural resource management, or related disciplines aligned with the ESPF and primarily to the ESPS 6.
* Experience: At least 5 years of progressive experience in the fields mentioned above. Knowledge of the IDB's ESPF or experience working with other multilateral development banks' policies is preferable. Additional required experience includes at least three of the following: biodiversity fieldwork, critical habitat assessment, habitat mapping, ecosystem services analysis, species distribution analysis, sustainable resource management, or work with IFC/IDB ESPS 6 or similar multilateral development bank policies. Demonstrated taxonomic, ecological, or biogeographical expertise in species or ecosystems relevant to Latin America and the Caribbean is preferable.
* Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable.
Key skills
Learn Continnuously
Collaborate and Share Knowledge
Focus on Clients
Communicate and Influence
Innovate and Take Risks
ESG Technical Skills
Technical Sector Dialogue
Requirements
* Citizenship: You are a citizen of one of our 48-member countries. We may offer assistance with relocation and visa applications for you and your eligible dependents.
* Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab.
Type of contract and duration
* Type of contract: International consultant, Full-Time.
* Length of contract: 12 months (up to 48 months).
* Work location: On-site.
What we offer
The IDB Group offers benefits that address the different needs and life moments of its employees. These benefits include:
* A competitive compensation package.
* Leaves and vacations: 2 days per month of contract + gender- neutral parental leave.
* Health Insurance: The IDB Group provides a monthly allowance for the purchase of health insurance.
* Savings plan: The IDB Group cares about your future. Depending on the length of the contract, you will receive a monthly savings plan allowance.
* We offer assistance with relocation and visa applications for you and your family when applicable.
* Hybrid and flexible work schedules.
* Development support: We offer learning opportunities to boost your professional profile, such as seminars, 1:1 professional counseling, and much more.
* Health and well-being: Access to our Health Services Center, which provides preventive care and health education for employees.
* Other perks: Lactation room, daycare center, gym, bike racks, parking, spouse career support, and others.
Our culture
At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions.
In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives.
We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org.
$75k-93k yearly est. 13d ago
Senior Project Manager- Water Resources
Alexander Associates Technical Recruitment 4.2
Chantilly, VA job
A leading civil engineering firm is seeking a dynamic Senior Project Manager to help guide a high-performing Water Resources team in Northern Virginia. If you're passionate about stormwater systems, floodplain analysis, dam safety, and navigating complex regulatory environments, this role offers the opportunity to shape impactful infrastructure projects across the region.
What You'll Do
Lead and review stormwater, floodplain, and dam-related designs and models
Oversee QA/QC for plans, reports, and permit submissions
Manage clients, project schedules, scopes, and budgets
Mentor engineers and coordinate with internal teams, partners, and regulators
Support proposals, contract amendments, and business development efforts
What We're Looking For
10+ years of relevant experience
Bachelor's degree in civil engineering (or related field)
Professional Engineer (PE) license in Virginia
Strong communication, organizational, and leadership skills
Proficiency with H&H modeling tools (HEC-RAS, HEC-HMS, HY-8, Flowmaster, etc.)
Bonus Skills
Experience with GIS (ArcMap or similar)
Experience with AutoCAD
Only those with proof of right to work in the US should apply for this role.
Apply today or get in touch for more information.
$107k-157k yearly est. 3d ago
Financial Advisor
Edward Jones 4.5
Saint Paul, MN job
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
In this role, you will work to improve connections between our business and our data by defining and championing holistic data architecture plans and roadmaps across Finance Tech. You will own data architectural design, lead strategic data planning and decisions, orchestrate data standardization and governance, and drive collaboration and influence across the data ecosystem.
Primary Responsibilities:
Lead solutions architecture design for multi-platform/cross-platform solutions
Leading Trade-off and impact analysis work for hard to change technical decisions, and manage technical conflict
Demonstrate thought leadership and strategy in partnership with delivery and product partners
Explain and represent solutions in the Architecture Review Boards, and various product, platform and architecture discussions
Presenting work products and strategies to product managers, technology leadership across Capital One
Function as a primary architecture point of contact for other architecture teams & and delivery teams for solutions and systems
Continuously learn as technology needs evolve
The successful candidate will:
Effectively communicate and build relationships to interact, inform, influence and communicate with key stakeholders at all levels across the company
Exhibit mastery of facilitation and influence across teams, departments and divisions
Enjoy the camaraderie, debates, and leaning that comes from working with a team of passionate technologists
See the impact of near term and long term choices, and are great at explaining it
Possess excellent organizational skills and ability to multitask, while quickly shifting context and priorities
Have a proven track record for leading and enabling technology, architecture and software engineering activities at enterprise scale
Be self-motivated and display an unwavering responsibility to deliver high quality results and commitments
Possess a keen attention to detail and a passion for Architecture, Software Engineering, Technology and Customer Experience
Have an intellectual curiosity and interest to maintain and acquire new business, technology and architecture skills
Basic Qualifications:
Bachelor's Degree
At least 4 years of experience in Software Engineering and Systems Architecture or Technology Solution design
At least 2 years of experience creating solutions architectures in a public cloud (AWS, Microsoft Azure, Google Cloud)
Preferred Qualifications:
Master's Degree in Computer Science, Engineering or Information Technology
5+ years of experience in software engineering
3+ years of experience as a Solutions Architect in large/complex organizations
6+ years of experience architecting, designing, and/or delivering delivering scalable and decoupled systems in a heavily regulated technology environment
2+ years of experience working with internal and external business clients
2+ years of experience with AWS concepts and implementations
Experience to engaging, influencing and driving initiatives by partnering with technology executives
Experience mentoring software engineers or architects
Experience in a regulated environment (HIPAA, PCI, Privacy, etc)
Ability to communicate at all levels in the organizations with required technical depth and breadth
AWS or equivalent certifications (Cloud Practitioner, Solution Architect-Associate, GCP or Azure)
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $193,400 - $220,700 for Manager, Solution Architecture
McLean, VA: $193,400 - $220,700 for Manager, Solution Architecture
Richmond, VA: $175,800 - $200,700 for Manager, Solution Architecture
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$193.4k-220.7k yearly 18h ago
Multifamily Mortgage Fraud Investigator- Lead Associate
Fannie Mae 4.6
Reston, VA job
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
Job Description
As a valued colleague on our team, you will provide expert advice and apply your knowledge of mortgage fraud schemes to fraud investigations. In this role, you will operate with considerable latitude to substantiate suspicions of fraud related to single or multifamily originations, servicing, real estate owned (REO) property, and other frauds involving enterprise instruments.
*THE IMPACT YOU WILL MAKE*
The Financial Crimes Multifamily Mortgage Fraud Investigator- Lead Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
* Plan, conduct, and document inquiries into allegations of mortgage fraud and reconcile fraud risk or expand the investigation.
* Assess allegations of mortgage fraud, including fraud related to the origination, processing and underwriting of loans, and sale and servicing of a loan or REO property.
* Resolve conflicts between allegations and facts, as well as analyze and evaluate investigative progress to reassess priorities, leads, and direction based on predetermined goals and objectives.
* Conduct research and prepare investigative reports and statistical data in accordance with established policies and procedures
*THE EXPERIENCE YOU BRING TO THE TEAM*
Minimum Required Experiences
* 4 years of experience
* Multifamily underwriting, asset management, or repurchase review experience
Desired Experience
* Bachelor Degree
*Financial Crimes - Mortgage Fraud Investigation - Lead Associate*
*Target Salary: $107,000- $139,000 a year *
Qualifications
Active Directory (AD), Active Directory (AD), Amazon Web Services (AWS), Artificial Intelligence (AI), Atlassian JIRA, Authentication Management, Backup and Recovery (Software), Business Insight Skills, Business Process Management Skills, Calendar and Scheduling Tools, Cleaning and Transforming Data, Cloud Technology, Collaborating Cross-Functionally, Communicating in Technical Writing, Communicating Technical Information, Communication, Configuration Management (CM), Conflict Resolution, Coordination, Customer and Market Insights, Customer Relationship Management (CRM), CyberArk, Cybersecurity Analysis, Data Analysis, Data Analysis Interpretation {+ 60 more}
Education:
Bachelor's Level Degree (Required)
The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form .
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here .
Requisition compensation:
107000
to
139000
Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at careers_*********************.
$107k-139k yearly 41d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America 4.7
Richmond, VA job
Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.**
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**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
**Responsibilities:**
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
+ Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
+ Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
+ Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
+ Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
**Required Qualifications:**
+ Minimum 3 years SAS/SQL Coding knowledge and/or experience
+ Ability to manage multiple projects in a complex and rapidly-changing environment
+ Ability to work independently as well as part of a team
+ Demonstrate strong analytical skills
+ Previous risk/fraud analysis, strategy development, or related experience
+ Strong written and oral communication skills
+ Intellectually curious and willing to dive into complete issues\problems and solve
**Desired Qualifications:**
+ 5+ years of risk analysis, strategy development, or related experience
+ 5+ years of SAS or SQL Coding experience
+ Prior experience in Authentication, Fraud, Debit Card or other related risk fields
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Experience managing relationships and projects with external vendor partners
**Skills:**
+ Analytical Thinking
+ Business Analytics
+ Data and Trend Analysis
+ Fraud Management
+ Problem Solving
+ Collaboration
+ Innovative Thinking
+ Monitoring, Surveillance, and Testing
+ Presentation Skills
+ Risk Management
+ Data Visualization
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Oral Communications
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
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