Finance Advisor jobs at Navy Federal Credit Union

This job posting is anticipated to remain open for 30 days, from 20-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. #LI-USFATA

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 28-Nov-2025. The posting may close early due to the volume of applicants. Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you! Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely s. This person will be expected to travel 1-2/weeks per trimester, subject to change based on needs of the team. Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be comfortable working with clients via phone and email most of the time. OFFICE HOURS: This office is available to clients Monday - Friday 8 am - 6 pm CST; work hours will be based on your time zone and will be discussed further in the interview process. What you'll do... Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations Provide excellent client service and suitable investment advice during the transition period Provide initial contact and ongoing guidance and service to the clients Research and resolve any service issues or unfinished tasks Work in partnership with the Business Office Administrators to ensure a high level of customer service Keep the department apprised of any Compliance/Field Service concerns At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $59886 Hiring Maximum: $98752 Read More About Job Overview Skills/Requirements What you'll need... 2+ years of experience as a Financial Advisor Series 7 and 66 licenses required Insurance licenses required: life, health and variable annuity Commit to traveling 1-2 weeks/trimester Extensive flexibility, reliability and strong decision-making skills Strong communication and organizational skills Strong telephone and customer-service skills Bachelor's degree in a business-related field is preferred ***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.*** 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-HO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants. The Tailored Licensed Support (TLS) Team acts as a fiduciary, remotely serving clients in partnership with the clients' local Branch Office Team. Tailored Licensed Support associates are experienced licensed financial advisors with extensive industry knowledge and firsthand branch experience ready to partner with their Branch Teams on day one. The TLS associate effectively and efficiently performs any licensed tasks the Financial Advisor performs and will be paired with up to 2 Branch Teams. What Characteristics would make you a successful Tailored Licensed Support Financial Representative: Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Gathering information and collecting suitability information to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Leverage firm systems, tools and resources to support Goal Based Advice conversations in a tailored approach and apply knowledge of the Edward Jones business model, investment philosophies and values. Demonstrate flexibility in shifting between two branch teams, prioritizing the needs of each branch on a daily basis. 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. Hiring Minimum: $72700 Hiring Maximum: $119800 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Position Requirements : High School Diploma/Equivalent required; Bachelor's degree preferred Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application Insurance License required and the ability to be licensed in all 50 states at time of application At least 3-5 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building Strong critical thinking skills are necessary Ability to provide support on Day 1 and immerse yourself into a branch team's business plan to quickly contribute to their success Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face Some travel required to the HQ and branch teams served (Less than 10%) Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday. 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-HO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants. The Tailored Licensed Support (TLS) Team acts as a fiduciary, remotely serving clients in partnership with the clients' local Branch Office Team. Tailored Licensed Support associates are experienced licensed financial advisors with extensive industry knowledge and firsthand branch experience ready to partner with their Branch Teams on day one. The TLS associate effectively and efficiently performs any licensed tasks the Financial Advisor performs and will be paired with up to 2 Branch Teams. What Characteristics would make you a successful Tailored Licensed Support Financial Representative: Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Gathering information and collecting suitability information to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Leverage firm systems, tools and resources to support Goal Based Advice conversations in a tailored approach and apply knowledge of the Edward Jones business model, investment philosophies and values. Demonstrate flexibility in shifting between two branch teams, prioritizing the needs of each branch on a daily basis. 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. Hiring Minimum: $72700 Hiring Maximum: $119800 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Position Requirements : High School Diploma/Equivalent required; Bachelor's degree preferred Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application Insurance License required and the ability to be licensed in all 50 states at time of application At least 3-5 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building Strong critical thinking skills are necessary Ability to provide support on Day 1 and immerse yourself into a branch team's business plan to quickly contribute to their success Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face Some travel required to the HQ and branch teams served (Less than 10%) Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday. 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-HO

Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIf4f6cdab7063-37***********6

Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIc886d6faa7fc-37***********4

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include: Undergraduate degree required Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days) Three or more years advisory experience required Five or more years in the financial services industry working directly with clients highly preferred CFP or CFA preferred Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. Our opportunity: Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere. What you are good at: As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan. Planning Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis. Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan. Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution. Partnering Proactively engage partners to create awareness around our most comprehensive financial planning abilities. Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate. Time management / organization / ability to utilize new technologies. Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner. Ability to coordinate meetings and presentations with business partners and clients. Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include: Master's level or equivalent Financial Planning-related designation CFP designation is required. Active and valid FINRA Series 7 license required. Active and valid FINRA Series 63/65 or 66 required Bachelor's degree required. Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients. Ability to articulate the value and importance of financial planning services. Knowledge and ability to move clients through complete and complex financial planning cycle. Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals. Excellent communication skills and ability to effectively communicate complex topics to clients. Strong client services skills and ability to anticipate and resolve problems on own initiative. Embrace an entrepreneurial and self-starter mentality. Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs. Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines. Proven work ethic with a high level of integrity to build trust with our clients and internal partners. Collaborative and relationship-focused work style with demonstrated success in a team-based environment. Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Pay Rate: up to $45/hr on w2 (No C2C or 3rd parties) This is an opportunity for a candidate with experience in financial reporting as well as finance systems maintenance. To succeed on this role, they will have to possess strong technical, analytical and customer-oriented skills. The Analyst will be part of Global Reporting Integration and Run Support team and will be supporting the management reporting solution across all sectors. Key responsibilities will be providing support for the existing reporting solutions incl. ensuring data integrity of published data as well as recommending and/or implementing additional reporting requirements on AFO/Alteryx/Tableau/SAP Analytics Cloud. The role also includes communication and business partnering with numerous business stakeholders spread across the globe, as well as regional CoE's and IT support. Key Responsibilities: Development and Support on Reporting Platforms (SAP AFP and SAC) User support and issue resolution in close co-operation with the global reporting support team. Support the business during monthly and quarterly close process relating to reporting Assist in managing Legacy reporting on Tableau. Participation in creating documentation of Operational and Enhancement Processes. Understand financial impact of reconciling and ensuring data integrity and working with systems teams to repair any data or reporting issues. Perform as an expert in understanding ERP data feeds utilized within the reporting solution; understand the lowest levels of data available to facilitate related investigations and recommend appropriate action. Contribute continuously to the improvement of overall data quality. Maintain and improve a strong internal control environment. Business Relationships Business partner with stakeholders to resolve reporting defects. Support Commercial analysts on how to utilize the reporting solutions to develop expert local knowledge. Understand data flows, financial reports and report calculations Act as the intermediary between system and business to ensure voices are heard, actively provide feedback to related teams and resolve issues, as necessary. Partnering with IT and other support groups in CFIN, Datahub, Master Data, Internal / Governance Reporting Teams, etc. to resolve reporting issues. Participate in knowledge transfer sessions for new reports, sector deployments, etc. as they go live in production. Qualifications: Qualified or studying Finance / Accounting or BI. Systems qualifications preferred, SAP (AFO and SAC), BW, Tableau Analytical, problem solving, willingness to learn, attention to details and initiative to follow through on directives. Sensitivity knowledge of global partners/cultures/norms is critical for this role and required. Good communication skills, operate with a degree of independence and able to collaborate in a highly matrixed environment. Strong technical / analytical skills with a complex financial accounting and systems environment. Ability to deal with ambiguity. Proactive, High energy, positive / can-do attitude and self-motivated is a must.

Regular A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise , you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management . If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you. What you have Required Qualifications: * A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) * A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment ) Preferred Qualifications: * 3+ years of Financial Services Industry Experience * Strong written and verbal communication skills * Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize * Ability to identify new relationship development * Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) * Ability to uncover and meet client needs and effectively manage client expectations * Ability to build and maintain good cross-enterprise working relationships * Capability to become a Notary * Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool * Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. xevrcyc We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: * 401(k) with company match and Employee stock purchase plan * Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions * Paid parental leave and family building benefits * Tuition reimbursement * Health, dental, and vision insurance