Raymond James Financial jobs

25% Travel Expectation: On average about 12-14 weeks per year throughout the United States (including Alaska, Hawaii, Guam, and Puerto Rico). The Sr. Transition Consultant plays a critical role in supporting financial advisors as they transition into the firm. Acting as a primary point of contact, the consultant ensures a seamless onboarding experience by coordinating all aspects of the transition process. This role requires strong project management skills, a deep understanding of financial services operations, and a client-focused mindset to deliver a smooth and efficient transition that minimizes disruption and accelerates productivity for new advisors. Job Description Responsibilities: Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues. Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience. Manage a medium-sized customer service area or several customer service sections, with guidance from senior colleagues. This will include solving complex issues in order to meet customer service standards. Uncover emerging issues or needs, identifying potential causes, barriers, and key stakeholders, as well as related issues. Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions. Roles at this level are typically experienced professionals and/or operational line managers who are interpreting and applying policy to achieve specified outputs or advising the wider business on application of policy. - Operational implementation; optimize Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works at an advanced level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges. Works at an advanced level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works independently and provides guidance. Acts as the organizational authority and established expert on acquiring, organizing, protecting and processing data to fulfill business objectives. Works at an advanced level to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works independently and provides guidance. Works at an advanced level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works independently and provides guidance. Uses a comprehensive understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others. Uses comprehensive knowledge and skills to communicate with other people independently while providing guidance and training to others on speaking in a clear, concise and compelling manner. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Licenses/Certifications: SIE required (prior to start) provided that an exemption or grandfathering cannot be applied. Series 7 License required. Education High School (HS) (Required) Work Experience General Experience - 3 to 6 years Certifications s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1

This job posting is anticipated to remain open for 30 days, from 30-Oct-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

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: 1396 Brandywine Blvd, Zanesville, OH This job posting is anticipated to remain open for 30 days, from 01-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: $27.63 Hiring Maximum: $29.35 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.

This job posting is anticipated to remain open for 30 days, from 15-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

We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: * Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training * Convey vision, goals and direction for the team * Define overall strategy and direction * Lead decisively and empower the team * Promote innovation and process improvement * Responsible for overseeing recruitment processes and managing employee performance * Anticipate change impact and implement solutions to reduce its effects * Identify opportunities for efficiency improvement and automation * Drive Service Desk KPI's and metrics * Compile and provide reporting to Senior Management What you'll bring to the role: * Excellent written and oral communication skills required * Experience with Microsoft Office products, Windows 10, and general office computing tools required * 6+ years call-center management experience or equivalent required in a technical or customer service field * Previous Service Desk experience expected * College degree or equivalent experience required * Excellent problem-solving skills required * Experience with financial service firms a plus, but not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing. Position is available in Brentwood and Columbia, TN What You'll Do * Review and Identify: Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs. * Due Diligence: Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership. * Monitor and Confirm: Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection. * Document Preparation: Submit loan details to the internal Doc Prep team for closing documentation. * Legal Coordination: Engage with approved attorneys to prepare and/or close loan documents. * Scheduling: Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA. * Accuracy Check: Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval. * Clear to Close: Provide final approval for closing once all conditions and due diligence requirements are satisfied. * Document Review: Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking. * Documentation Management: Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging. * Initial Disbursement: Assist with initial loan disbursement at closing, acting as the second required signature. * Customer Service: Deliver exceptional service to internal and external clients with urgency and a positive attitude. Requirements For Success * 5+ years in the financial services industry, with a preference for commercial loan experience * Strong interpersonal, verbal, and written communication skills. * Proficiency with MS Office Suite (Outlook, Word, Excel, SharePoint). * Knowledge of federal and state banking regulations. * Excellent customer service skills. * Attention to detail. * Strong problem-solving and critical thinking abilities. * Organizational and time management skills to balance multiple priorities and meet deadlines. * Commitment to compliance training and continuous learning. * Preferred Skills: * College degree in business or paralegal certification. Conditions of Employment * Conditions of Employment: * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position * FLSA status: Non-exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Pay Range USD $42,061.00 - USD $64,465.00 /Yr.

**One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Department Overview** Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions. **Job Summary** Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques. **Work** **Schedule:** Temporary, Full-Time; Summer **;** Monday through Friday, up to 40 hours per week **Target Start Date** : June 1, 2026 **Target End Date** : August 7, 2026 **Duties and Responsibilities** + Support in-house counsel and members of the legal department in conducting legal research. + May conduct or update 50 state surveys. + Perform legal researchutilizingboth written and electronic sources. + Prepare legal memos. + Gather and compile facts and relevant case information. + Review legal agreements. + Operate standard office equipment and use required software applications. + Perform other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Fundamental concepts,practicesand proceduresofa professional office environment. + Basic concepts,principlesand practices of an assigned business unit. **Skill in** + Operating standard office equipment andusing, orhavethe ability to learn, required software applications. + Ability to learn and use legalsoftwarei.e.,Westlaw, Bloomberg, etc. + Operating standard office equipment + Strong research skills + Excellent communication and writing skills + Strong attention to detail **Ability to** + Maintain professional discretion and strict privacy and confidentiality. + Read,comprehend, and apply legal information. + Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. + Communicate effectively. + Utilize established procedures, processes, and checklists. + Work independently as well as collaboratively within a team environment. + Providea high levelof customer service. + Establish andmaintaineffective working relationships **Educational/** **Previous** **Experience Requirements** + Currently pursuing aJuris Doctor or Master of Laws degree + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location** - **Fully Remote** + No travelrequired.

We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You'll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews. What You'll Do * Lead discovery meetings to understand clients' financial goals, values, and priorities. * Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance. * Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies. * Partner with legal, tax, and other professionals to deliver holistic financial advice. * Maintain accurate records of client information and planning activities. * Ensure compliance with all relevant laws, regulations, and internal standards. * Collaborate with internal teams to enhance the overall client experience. * Build and maintain a network of internal and external sources to drive new business. * Stay current on financial planning trends, tax law changes, and regulatory updates. * Represent the bank in community events to build visibility and attract new prospects. * Support business growth by acquiring new assets from existing and prospective clients. * Perform other duties as needed. Requirements For Success * Experience & Education * 5+ years of financial planning experience. * Bachelor's degree in a business-related field or equivalent experience. * Certified Financial Planner (CFP) designation required. * Preferred: JD or CPA credentials. * Skills & Competencies * Deep understanding of financial markets, estate and tax planning, and retirement strategies. * Strong analytical and communication skills-both written and verbal. * Ability to work independently and collaboratively across teams. * Professional presence and interpersonal skills to build trust with clients. * Experience with financial planning software and tools. * Bonus Skills * Advanced degrees or certifications (JD, CPA). * Specialized training in financial planning or wealth management. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $103,664.00 - USD $171,860.00 /Yr.

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Essential Duties and Responsibilities: • Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.• Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.• Presents sales activities at weekly wholesaling meetings. • Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.• Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.• Manages expense account within allotted budget. • Performs other duties and responsibilities as assigned.Knowledge, Skills, and Abilities:Knowledge of:• Fundamental concepts, principles and practices of the securities industry and asset management products.• Broker/dealer operations.Skill in:• Identifying the needs of customers through effective questioning and listening techniques.• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. • Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.• Analyzing business processes and identifying process improvement opportunities. • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.Ability to:• Represent the company in a highly professional manner.• Organize, prioritize, and manage tasks and projects to complete work efficiently. • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.• Develop and maintain effective working relationships with team members, internal partners, and external parties.• Assimilate and prioritize strategies into operational guidelines.• Work independently as well as collaboratively within a team environment.• Establish clear directions and priorities. Educational/Previous Experience Requirements:• Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry. ~or~• Any equivalent combination of experience, education, and/or training approved by Human Resources.Licenses/Certifications:• SIE required provided that an exemption or grandfathering cannot be applied.• FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire. Education Bachelor's: Business Administration, Bachelor's: Marketing Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Up to 50% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JM1

We are a Commercial Collection agency in business for over 50 years with national and international clients. AFM is a leading commercial collection agency dedicated to providing exceptional debt recovery services. We pride ourselves on our professional approach and commitment to achieving the best results for our clients. AFM is looking for a highly motivated and detail-oriented Commercial Collector to join our team. The ideal candidate will be responsible for managing and collecting outstanding debts from clients in the Commercial sector. Skills: Good written, verbal, listening and phone communications skills Problem solving and negotiation skills General computer skills with the ability to type Ability to work in a fast-paced environment Ability to maintain composure with difficult debtors Ability to handle a high-volume inventory Key Responsibilities: Make a high-volume amount of calls to business debtors to recover payment on delinquent accounts Accept payment by credit card, check by phone/fax/email Negotiate settlement within prescribed guidelines Provide account updates to clients as needed Locate businesses and individual owners through skip tracing techniques Meet and exceed monthly recovery goals Qualifications: Proven experience in debt collection, preferably in the Commercial sector. Strong negotiation and communication skills. Ability to handle difficult conversations and remain professional under pressure. Proficiency in using collection software and Microsoft Office Suite. Benefits: Competitive salary and performance-based bonuses Health, dental, and vision insurance Flexible paid time off and holidays Short-term disability Life insurance AD&D insurance

The Training Specialist role is responsible for facilitating in-person and/or virtual learning experiences that incorporates use of adult learning principles and recognizes different learning/work styles using existing resources or programs. This role will deliver training and measure individual progress to ensure learners can deliver business results. This role will be responsible for delivering learning solutions that cover a wide range of topics such as company orientation, industry knowledge, Thrivent product, process, and systems knowledge, as well as service skills development. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: Facilitate in-person and/or virtual learning experiences using existing resources and programs. Ensure a positive, inclusive and effective learning experience for all participants to achieve intended learning objectives As requested, make moderate revisions to the existing learning materials which could include job aids, tutorials, web-based training, workshop curriculum, learner guides, articles, publications, technology tips, video, etc. based on user feedback and necessary content changes. Consult with business leaders to assess learning/development/training needs and assist with the development of the solutions and tools to address those needs. Document and maintain all training records. Monitor, evaluate and record effectiveness of training courses. Recommend and develop improvements as needed. Provide feedback to content owners, represent training interests on project teams, and recommend training approaches as needed. Provide timely follow-up to participant questions. Support the design, development, and management of effective learning and performance-focused solutions, assess business & target audience learning needs, assist with developing the learning strategy, and identifying delivery methods including the identification of innovative learning methodology. Collaborate with internal and external stakeholders to provide business context in the design, develop and implementation of relevant learning programs and solutions delivered through various channels. Identify internal and/or external emerging issues, research and analyze training and development practices, methodologies and trends and recommend new approaches. QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent work experience Three to five years' experience delivering training for in-person and/or virtual settings. Experience designing courses using a commonly accepted instructional design model, e.g., ADDIE. Experience writing explicitly stated learning objectives and creating lesson plans using Bloom's taxonomy. Experience using learning management systems. Intermediate to advanced skills in MS Office applications including MS Word, Excel, and PowerPoint Experience working with and influencing employees and leaders at all levels in the enterprise FINRA Series 7, 66 and SIE, and life and health insurance required or obtained within 90 days of hire/transfer Preferred: Prefer experience in coaching/mentoring in a corporate and field setting. Prefer knowledge of Thrivent and Thrivent's product solutions, tools, and platforms. Prefer experience in financial services and experience working directly with financial advisors. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $60,844.00 - $82,317.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

** The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team. **Primary Functions of the** **Position:** + Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield + Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments + Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management + Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team + Organizes and performs system training and demonstrations to internal and external users + Creates documentation of new system processes + Gathers business requirements to create process improvements using Salesforce technology + Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management **Education and Experience** **Requirements:** + Bachelor's Degree + Salesforce Administrator certification + 3+ years of Salesforce Administration experience + Strong communication skills and experience working with functional leadership + Creative and analytical thinker with strong problem-solving skills + Demonstrated ability to meet deadlines and prioritize simultaneous requests **Preferred** **Experience:** + Ability to write APEX triggers + Experience in banking and/or financial services **Essential Skills and** **Abilities:** + Strong presentation, collaboration, and communication skills + Intellectually curious to gain deeper understanding of processes and requirements + Self-starter and a team player capable of driving projects to fruition + Familiarity with technical project methodologies and the software development lifecycle + Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint + Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield

** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. **Primary Functions of the** **Position:** + Underwrites requests for credit extensions to new and existing clients (new money business) + Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities + Prepares the following for presentation to Senior Loan Committee: + Credit Approval Request (CAR) + Modifications + Covenant Waivers/Amendments + Accurate and Timely Risk Rating + Assessment of Real Estate Sponsorship + Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur + In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. + Ensures final loan documentation is consistent with credit approvals prior to closing. + Accompanies the relationship manager on prospect / client calls when appropriate **Education and Experience** **Requirements:** + Bachelor's Degree in Finance, Accounting, or related field + Minimum of 5 years of credit analysis and underwriting experience + Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred **Essential Skills and** **Abilities:** + Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types + Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction + Strong written and verbal communication skills + Strong presentation skills + Ability to work independently and within a team + Proficient in various spreadsheet and word processing applications, including the use of graphs and charts

Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do * Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process * Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time * Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews * Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions * Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities * Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals * Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success * Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients * Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions * Strong business acumen with the ability to assess and support the unique needs of small business clients * Excellent verbal and written, communication skills, with strong organizational and time management abilities * Proven relationship-building skills and a client-first mindset * Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.

This job posting is anticipated to remain open for 30 days, from 26-Dec-2025. The posting may close early due to the volume of applicants. 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. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. 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 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. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * 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. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Job Title: Senior Credit Officer - Commercial United Community is looking for a Senior Credit Officer - Commercial to work with Community Bank Executives and Corporate Banking leadership to achieve high credit quality via the loan approval process.Position can sit in Greenville, SC or Orlando, FL. What You'll Do * Work with Community Bank Executives, Commercial Banking Solutions (Specialty Lending Groups) and Regional Credit Managers to promote the credit culture of United Community Bank• Protect the assets of the bank through the proper execution and administration of risk management policies and procedures. Assumes accountability for quality approval decisions and the overall quality of the assigned loan portfolio.• Approve larger credits in a timely and efficient manner helping to ensure customers' expectations are met• Serve as "gatekeeper" for approval of larger credits and assists in enforcing the bank's house limit• Recommends approval of changes in underwriting procedures and policies• Partner with State Presidents and Team Leads within Commercial Banking Solutions to execute on our credit culture, grow the portfolio and maintain strong portfolio credit metrics. • Acts in an advisory and referral role to lenders and analysts in matters of compliance, regulation and policy• Supervise activities of the Regional Credit Managers• Assist in monitoring credit quality including responsibilities for portfolio risk ratings, and oversight of criticized asset and portfolio review meetings• Direct and assist in the preparation of each bank for regulatory examinations. Works directly with bank regulators during the examination process.• Coordinate credit portion of due diligence efforts with regard to new bank acquisitions• Assist in training new lenders and the on-going training on policies, procedures and culture• Perform annual performance reviews along with an effective management plan consisting of goals for staff• Perform other duties as assigned Requirements For Success * College degree or equivalent• Minimum 10 years' experience in a regulatory or commercial lending background with at least 5 years of credit approval experience with C&I, Middle Market and Commercial Real Estate.• Strong leadership skills with extensive supervisory and managerial experience and the ability to build strong teams. • Excellent interpersonal and communication skills; and the ability to solve problems. • Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Conditions of Employment * Must be able to pass a background & credit check• This is a full-time, non-remote position that requires schedule flexibility to work evenings and weekends as needed. • Up to 20% travel required. FLSA Status: Exempt Pay Range USD $0.00 - USD $0.00 /Yr.

Manages supervision oversight, ensuring adherence to firm and regulatory policies and procedures. Monitors day-to-day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and external regulations. Oversight activities include but are not limited to trade review, FINRA rule 3010 email review, advertising review, FA/client operational troubleshooting, new account and application review, annuity review, securities receipts review, cash deposit review, and outgoing/LOAs review. Responsible for ensuring any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with some latitude for un-reviewed actions or decisions. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues. Serves as the face of the organization and advocate for the branches they oversee. Job Description Essential Duties and Responsibilities Responsible for supervision oversight and ensuring adherence to firm and regulatory policies and procedures. Perform reviews of client accounts and documents submitted by the branch. Educates branch staff associates. Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk controls in accordance with company and regulatory standards. Review and analyze monitoring reports and systems for suspicious/unusual patterns and follow-up with appropriate individual(s) for explanations and actions. Coordinates registrations, continuing education, licensing, etc. of branch personnel. Oversees branch activities. Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may arise with branch offices and work together with them to address and resolve these concerns. Implements and enforces policies and procedures for all business platform branch office locations not currently staffed with a licensed and qualified branch manager by serving as the designated manager or branch manager delegate of these OSJ locations. Monitors and keeps up to date with securities/advisory regulations and applies them accordingly. Interprets, applies and recommends changes to organizational policies and procedures while adhering to compliance and operational risk controls in accordance with company and regulatory standards. Handles all administrative matters in the hiring/termination of FA and their transition in and out of the branches. Monitors Supervisory Center alerts and handles any necessary follow-up. Researches and resolves complex problems relating to clients' accounts and inquiries. Identify needs of the team and find solutions to complex issues Communicates with the field regarding regulatory rules and firm policy changes. Serve as the face of the organization and advocate for the branches we oversee. Ensure any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Company policies and procedures and industry rules and regulations. Investment concepts, practices and procedures used in the securities industry, financial markets and financial products. Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Preparing and delivering clear, effective, and professional presentations. Identifying the needs of customers through effective questioning and listening techniques. Handling stressful situations and leading others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Projecting a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Employing good analytical skills to be able to research and resolve problems. Establishing and communicating clear directions and priorities. Utilizing good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Effectively organizing, managing, tracking and completing multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Working independently, under minimal supervision. Ability to Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Travel extensively to perform required branch visits. Educational/Previous Experience Requirements Education/Previous Experience Bachelor's degree (B.A.) from four-year college or university, and a minimum of six (6) years' experience in a financial services firm / supervision ~OR~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied Series 7, 9/10 or 24, 66 or 63/65 required Series 53, Life, Health and Variable Annuity Licenses preferred Education Work Experience Certifications Salary Range $100,000.00-$0.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AF1

Are you ready to make a significant impact in the Commercial Lending process? United Community is in search of a motificated and detail-oriented Commercial LOA to join our team. In this role, you will collaborate with Commercial Relationship Managers (CRMs) and Commercial Loan Cloers to support both new and existing customers, ensuring a seamless credit facilitation process. What You'll Do * Provide sales and admnistrative support to CRMs and other partners * Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting * Prepare written communications on behalf of CRMs, such as commitment letters, term sheets, and thank you notes * Monitor reporting and identify necessary actions for maturities, auto-renew letters of credit, insurance, and real estate taxes * Provide exceptional services and respond to internal and external customer requests * Collaborate with CRMs, Commercial Loan Closers, Underwriters, Doc Prep, and/or outside counsel on loan closings Requirements For Success * Minimum of 2 years of experience in credit operations, loan servicing, or customer support within the financial services industry * Strong interpersonal skills with clear and professional verbal and written communmication skills * Solid understanding of federal and state banking regulations and compliance standards * Exceptional attention to detail and analytical thinking with a proactive approach to problem solving * Ability to manage multiple priorities independently while maintaining accurancy and meeting deadlines * PREFERRED: Hands-on experience with commercial loan documentation, processing, or servicing Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Pay Range USD $34,102.00 - USD $49,382.00 /Yr.

The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations and guidelines as well as firm policies governing advisory accounts. An Advisor, general investment advisory is expected to conduct reviews which can include - fiduciary and investment advisory reviews consistent with the Investment Advisers ACT of 1940, IAR planning/meetings with clients, analyze data, and directly communicate with IARs regarding their findings. Guidance is provided to perform varied work that is comprehensive in nature, and which requires evaluation, originality, and ingenuity to make moderately complex decisions. The candidate will need to resolve and/or recommend solutions to complex problems. Leads defined work or projects which may entail considerable scope and complexity. Maintains extensive contact with internal customers to identify, research, and resolve problems. The Advisor in this role will support Raymond James' Private Client Group to analyze various supervisory and general fiduciary reviews to detect trends and possible rules violations to ensure adherence to securities industry regulations and firm expectations to limit firm liability. Responsible for advanced review and resolution by effectively communicating and partnering with Private Client Group IARs on sensitive issues and manages conflict in line with the firm's culture and strategy. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity and provides comprehensive solutions to complex problems. May lead defined work or projects of moderate scope and complexity. Job Description Essential Duties and Responsibilities: Monitors the sales practices, fiduciary and investment advisory activities of advisors and branch managers through the use of various reports and systems. Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may arise with advisors and branch office managers and work together with them to address these concerns as well as to resolve any conflicts that may arise related to client accounts of the advisors and branch managers. Monitors and keeps up to date with securities/advisory regulations and applies them accordingly. Interprets, applies, and recommends changes to organizational policies and procedures. May consult independently with advisors and branch managers and recommend actions to ensure compliance with existing rules and regulations as well as prevent potential liability. Uses financial data and performance indicators to propose and/or assist with establishing control mechanisms and other improvement initiatives. Identifies trends and assists with implementing corrective action as necessary. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities: Knowledge of: Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods. Concepts, practices, and procedures of securities industry and/or banking compliance, including suitability and other compliance issues involved with retail activity. Principles of banking, finance, and securities industry operations Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies sufficient to perform the functions of this job. General knowledge of ERISA, DOL, Retirement Plans. Skill in: Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Attention to detail to ensure regulatory liability is limited, without impairing workflow. Utilizing business-appropriate phone manners. Ability to: Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently. Independently manage and complete multiple projects and tasks; work independently with minimal direct supervision. Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels. Work effectively with Financial Advisors and enforce company policies and procedures as necessary. Establish and communicate clear directions and priorities. Provide a high level of customer service. Educational/Previous Experience Requirements: Bachelor's degree (B.A) in a related discipline and a minimum of two (2) years of experience in Supervision and/or the financial services industry. ~or~ An equivalent combination of experience, education, and/or training. Licenses/Certifications: Appropriate series license(s) for assigned functional area preferred or the ability to obtain within an established timeframe. SIE required provided that an exemption or grandfathering cannot be applied. Required to have a Series 65 Series 7 and 66 can be used instead of the 65 Applicable designation or CFP can be used instead of the 65 or 66 and must be in good standing Additional licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred. Education Work Experience Certifications Salary Range $70,000.00-$80,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AF1