Raymond James Financial jobs in Denver, CO - 73 jobs

**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. **Job Summary** _Investment Banking Summer_ _Analysts_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop financial models to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations, private placements,mergersandacquisitionsadvisories. + Research, analyze,presentand document drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. + Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. + Maintain group databasesas requested for research and analysis. + Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. **Knowledge of** **:** + Fundamental concepts,practices,and proceduresof Investment Banking. + Fundamental investment concepts,practicesand procedures used in the securities industry. + Concepts, practices and proceduresof Tax and Accounting. + Financial markets and products. **Skill i** **n:** + Communicating effectively, both orally and in writing. + Analytical skillssufficientto assess and explain events in the market. + Problem solving and solution design skills. + Thinking independently and developing ideas and strategies. + Utilizing technology and systems to produce reports,communicationsand presentations. **Ability to** **:** + Gather information,identifylinkages and trends, and apply findings to reports. + Attend todetail whilemaintaininga big picture orientation. + Remaincognizantof our commitment to daily workflow and regulatory compliance during high volume activity. + Think independentlyon matters of significancein order tomarket ideas. + Organize,manageand track multiple detailed tasks and assignments withfrequentlychanging priorities in a fast-paced work environment. + Establish andmaintaineffective working relationships at all levels of the organization. + Utilize judgment and discretion to work independently as well as collaboratively within a team environment. + Assume full responsibility and accountability forownactions. + Demonstrate uncompromising adherence to ethical principles. + Be proactive anddemonstratereadiness and ability toinitiateaction. **Education/** **Previous** **Experience** **:** + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). + Currentlyenrolled in an accreditedundergraduate degree program. OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location: Multiple Locations**

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. As a Thrivent affiliated team, we help our clients achieve confidence, clarity, trust, and contentment by increasing their understanding, discovering their goals, designing a plan, delivering solutions, and sustaining progress. Said differently, we are passionate about our client's success and are looking to find an administrative assistant who shares our enthusiasm. The Administrative Assistant role is an energizing, people‑focused position perfect for someone who feels genuinely fulfilled by keeping a fast‑moving office running smoothly and creating exceptional experiences for both clients and colleagues. You'll be the friendly face greeting guests, the calm and resourceful communicator fielding calls, and the thoughtful partner supporting client communications, birthday gifts, and service requests. This role thrives on adaptability, collaboration, and strong interpersonal skills, as you'll work closely with the team on events, marketing efforts, business planning sessions, and more. We are a rapidly growing practice whose members feel more like family than co-workers. While Thrivent's home office provides the requisite resources to be successful in this industry, we encourage individuals with an entrepreneurial spirit and who are comfortable in a small team environment to apply. The Administrative Assistant reports to and is employed by Purpose Driven Wealth. Salary is between $45,000 to $55,000 dependent upon experience. Benefits package includes Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays. Job Description Responsibilities Support the office with variety of functions and tasks such as calendar management, travel management, scanning, business planning sessions, lunches, team outings and other administrative functions Interfaces with clients to coordinate meetings, mailings, sending birthday gifts and other communications Help with client service requests, as needed. Answer incoming calls and disperse them and any messages appropriately Maintain adequate office supplies and professional appearance of the office areas Update CRM systems as needed Assist with event planning and marketing efforts, as needed. Checking the mail Assist with paying office expenses Greet clients and guests who come to the office Engage in teamwork and teambuilding workshops/conferences throughout the year. Understand and support PDW's vision and mission Other responsibilities as assigned by the Operations Manager Position Qualifications Is fulfilled by administrative and customer service work. Strong phone skills 2+ years of administrative assistant or other relevant job experience required Strong attention to detail Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Exceptional customer service skills Willingness to learn new things and take on new tasks. Ability to maintain integrity of sensitive/confidential information Basic understanding of our products, services, and Thrivent Financial Competencies Planning/Organizing Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of Purpose Driven Wealth Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Purpose Driven Wealth recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive. DUTIES and RESPONSIBILITIES: Leadership: Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area Leverages the resources of the Firm to achieve the highest level of success Plays a key role in leading Market's efforts of sales and growth Team Building: Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach Plays a key role in growing the Market through hiring, lateral recruiting and training Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient Has the ability to effectively apply product/business knowledge to recruiting efforts Accountability: Plays a leading role in the Market's financial and sales performance, including expense management Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices Assists in the creation and administration of an Annual Supervisory Plan for the Market Contributes to establishing a core compliance model in offices under supervision Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS: Education and/or Experience: At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience Bachelor's Degree required Licenses and Registrations: Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only) Other licenses as required for role or by management Skills: Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Market level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates should verify that they meet the minimum eligibility requirements prior to applying. 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. Salary range for the position: $150,000 and $160,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 1/31/2026. 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).

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 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. Company Description 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. Awards and 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 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 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.

Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's UHNW and Institutional clients. The team works with UHNW clients and prospective clients on financial planning related strategies as well as builds and managers the tools that can quantify the impact of these strategies for clients. Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in help and guidance for executives with equity compensation. The UHNH Planning team is the engine that drives equity compensation education and guidance for corporate employees and executives. The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. This individual serves as a technical expert and strategic partner to both Financial Advisors and Morgan Stanley at Work teams to deliver equity compensation planning and actionable insights to current clients and prospective participants. By blending deep expertise in equity award structures, tax implications, and financial-planning concepts, the Senior Equity Compensation Planner helps clients understand how their company equity awards fit into their broader wealth strategies. In this role, the Senior Equity Compensation Planner will utilize industry leading software applications to help visualize various executive compensation strategies, comparing cash takeaway and tax impact, as well as analytics that assist in providing the appropriate guidance on liquidation timing. Applicants must be comfortable speaking in front of small and large groups. There will extensive engagement with financial advisors and their clients, including occasional branch-wide and company-wide presentations. Key Responsibilities: Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools Analyze clients' equity holdings, vesting schedules, and award types (RSUs, PSUs, stock options, ESPPs, SARs) to evaluate value realization, diversification, and liquidity strategies Act as a specialist extension of Financial Advisor teams, collaborating to deliver personalized presentations and strategic recommendations Participate in client meetings, webinars, and education sessions as the firm's equity compensation subject-matter expert Par Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm Qualifications: 8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience CFP or CEP designation Very strong attention to detail Strong communication skills, both written and spoken Strong analytical and problem-solving skills General understanding of global financial markets, asset allocation, and portfolio construction Series 7 and 66 licensed required or completion within 6 months of hire 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. NY - Expected base pay rates for the role will be between 160,000 and 270,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs CO - Salary range for the position: 160,000 - 270,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/6/25, but may be extended depending on whether a candidate has been selected. 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).

Client Services Analyst Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products. ICS includes $700+ billion of Institutional Assets. The Fiduciary Consulting Group ("FCG"), which was formed through the strategic combination of Hyas Group and Cook Street Consulting, is a specialized business that provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States (including Puerto Rico) and Canada. Our clients include corporations, government entities, and non-profit organizations, and we specialize in assisting retirement plan sponsors (defined contribution/defined benefit/nonqualified), 529 plans, endowments, foundations, and trusts. Our status as a fiduciary is clearly documented in our consulting agreements. We currently seek a full-time entry level Analyst to begin work immediately in our Greenwood Village, Colorado office. PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION The individual selected for this position will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, specifically to include: * Direct client & consultant support * Client performance reporting * Data integration & reconciliation with outside parties * Recordkeeping and investment expense evaluation & benchmarking * Client vendor management * Asset class, macroeconomic, and industry research FCG's Performance Reporting Department is responsible for supporting our consultants with client relationships. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry. Qualifications - External We welcome candidates from a variety of backgrounds. The following is a basic outline of desired qualities: * Attentive to Detail - Our success as a firm is intrinsically linked to the quality and accuracy of our materials. * Team-Oriented - Cooperation with the performance reporting, research, and consulting teams to meet deadlines with quality work is absolutely essential. * Independent Thinker - A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines. * Professional and Personable - The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments, such as with clients and investment managers. * Ambitious - We are a growing independent boutique with around 35 full-time employees. We are looking for someone with a long-term interest in Cook Street and in growth opportunities in one or more of our business divisions (research, consulting, operations, reporting), as well as across the broader Morgan Stanley organization. Experience and Skill Set: * Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry, regardless of educational background, are encouraged to apply. * Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry. * Strong written and verbal communication skills. * The candidate will be proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook) * Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred * Desire to progress towards the Chartered Financial Analyst designation (if it has not already been attained). * Ability to work 40 + hours when business needs dictate PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION 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. Salary range for the position: $57,000 and $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close November 30, 2025. 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).

PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The PWM Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Salary range for the position: $120,000 to $160,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 8/29/2025, but may be extended depending on whether a candidate has been selected. 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).

**Responsibilities** + Performs back-up for all operational functions as required by workloads and absences. + Works directly with home office personnel to coordinate branch-home office workflow. + Completes self-audit of branch procedures. + Assists Branch Manager with confidential matters and compliance visits and replies. + Assists Branch Manager with controlling expenses and operating at peak efficiencies. + Oversees ordering of supplies, purchase orders and postage usage. + Maintains accounting of branch petty cash. + May review branch invoices and operating statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in disseminating information at regular branch meetings. + Coordinate rent, facility, office maintenance and cleaning/security issues. + Recruits, selects, orients, trains and supervises branch operations associates. + In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files. + Reviews daily work of operations associates. + Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow. + Ensures daily staffing levels and cross-training is adequate. + Coordinates registrations, continuing education, licensing, etc. of branch personnel. + Performs other duties and responsibilities as assigned. May perform some Branch Manager duties **Education/Experience Requirements** + Bachelor's degree and three years' experience in the financial services industry, preferably including related operational management and supervisory experience ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses Required** + SIE required provided that an exemption or grandfatheringcannot beapplied + Series 7, 9 &10 + Series 63, 65 and/or 66 as required bystate + Ability to obtain additionalsecurities and advisory state registrations if required bystate

Job Description Investment Operations Specialist Ameriprise Financial in Denver, CO Are you looking to take the next step in your financial services career? An Ameriprise Financial practice in Denver, CO is seeking a driven and detail-oriented Investment Operations Specialist to join our team. In this role, you will support the practice through high-level operational work, investment-related responsibilities, and streamlined processes that help our advisors deliver exceptional service. We are looking for someone with strong analytical skills, a commitment to accuracy, and a passion for supporting both client service and investment operations. If you have 2-5 years of industry experience, a bachelor's degree, and the drive to grow professionally, we'd love to speak with you. Key Responsibilities • Meeting Preparation: Prepare client meeting materials, with a focus on asset management, rebalancing, and money movement , and ensure advisors have all necessary information ahead of client meetings. • Investment & Trading Support: Process trades and money movement requests, assist with the quarterly investment- review process, provide updates on alternative positions, and maintain documentation with precision and compliance awareness. • Operational Coordination: Maintain organized workflows, handle follow-up items, and support day-to-day operational needs of the practice. • Documentation Management: Prepare, update, and track essential client and firm documents to support efficient operations. • Analytical Support: Assist with data analysis, asset management reporting, and create investment proposals while identifying process improvements that enhance practice efficiency. • Organizational Leadership: Help uphold structure across systems, processes, and operational workflows. Qualifications • Education: Bachelor's degree required. • Experience: 2-5 years of experience in financial services. • Licensing: Series 7 and Series 66 required; Life & Health preferred. • Licensing Flexibility: Not open to unlicensed candidates at this time. • Skills: - Excellent organizational abilities and attention to detail - Strong analytical mindset - Ability to manage multiple priorities with accuracy - Proactive mindset and ability to manage complete workflows across a team- Clear written and verbal communication skills - Proficiency with office and industry software Compensation & Benefits • Compensation: $70,000 annual salary (exempt). • Bonus Potential: Opportunities for performance-based bonuses. • Benefits Include: - 401(k) with 4% employer match - PTO: Accrues at approximately 0.83 days per month, up to 10 days per year. - Seven Paid holidays Schedule & Work Environment • Location: In-office role with hybrid flexibility on non-client days. • Hours: Monday-Friday, 8:00 AM-5:00 PM. Equal Opportunity Employer We are an equal opportunity employer and welcome applicants from all backgrounds.

EXPANSION ANNOUNCEMENT! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This opportunity is OPEN ONLY to US Residents residing in the United States All necessary training and licensing expenses will be covered by the company Candidates must pass a background check Candidates must be ready to plug-in and follow a proven system Position Overview: As a life insurance agent, you will play a critical role in assisting clients with their financial needs. This entry-level opportunity does not require prior experience. New representatives will be expected to complete 10-25 hours of training (minimum) in their first 30 days and obtain the life license in the first 7-14 days. This is a 1099 opportunity, not a W2. In addition to life insurance, applicants will have opportunities to pursue further licenses in Securities and Mortgage as part of their career development with our firm, with all licensing costs covered. What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program (Up to $4500 based on sales in the first 60 days) Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Earn All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For more information, please visit: ****************************************

We are seeking a highly skilled and experienced Data Center Engineer II to join our dynamic team. The ideal candidate will possess in-depth knowledge of data center operations and infrastructure, demonstrating expertise in areas such as racking and stacking, power management, cooling systems, fiber and copper patching, and server and switch maintenance. This role requires a proactive individual with excellent communication skills and a strong understanding of low-latency networks. Proficiency with DCIM tools, specifically Sunbird, and experience with OBR fiber testers are essential. Responsibilities: Infrastructure Management: * Perform racking and stacking of servers, network devices, and other data center equipment according to established procedures and best practices. * Execute fiber and copper patching, ensuring proper labeling, routing, and adherence to network design specifications. * Manage and maintain the fiber TAP infrastructure to support network monitoring and analysis. * Monitor and troubleshoot power distribution units (PDUs), uninterruptible power supplies (UPS), and other power infrastructure components. * Assist in the maintenance and optimization of data center cooling systems to ensure optimal operating temperatures. Hardware Maintenance and Support: * Perform routine maintenance, troubleshooting, and repair of servers, including component replacement (e.g., RAM, hard drives, power supplies). * Conduct maintenance and configuration of network switches, ensuring proper operation and connectivity. * Diagnose and resolve hardware-related issues for various data center components. Network Operations: * Possess a strong understanding of low-latency network principles and best practices. * Assist in the implementation and verification of network changes and upgrades. * Utilize OBR fiber testers for fault isolation, characterization, and validation of fiber optic cabling. Tools and Documentation: * Utilize Data Center Infrastructure Management (DCIM) tools, specifically Sunbird, for asset tracking, capacity planning, and operational monitoring. * Maintain accurate and up-to-date documentation for all data center infrastructure, network configurations, and operational procedures. Communication and Collaboration: * Communicate effectively with internal teams, vendors, and clients regarding data center operations, incidents, and planned changes. * Collaborate with senior engineers on complex projects and problem resolution. * Provide technical guidance and support to junior engineers when required. Other Duties: * Participate in on-call rotations as needed. * Adhere to all safety protocols and data center operational policies. * Continuously learn and stay updated on new data center technologies and best practices. Qualifications: Education and Experience: * Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent practical experience. * Minimum of 3-5 years of experience working in a data center environment. Technical Skills: * In-depth knowledge of data center infrastructure, including power, cooling, cabling, and physical security. * Proven experience with racking and stacking servers and network equipment. * Expertise in fiber and copper patching, including various connector types and cable management techniques. * Solid understanding of fiber TAP infrastructure. * Hands-on experience with server hardware maintenance and troubleshooting. * Proficiency in switch maintenance and basic network troubleshooting. * Demonstrable experience with DCIM tools, specifically Sunbird. * Experience with OBR fiber testers for fiber optic cable analysis. * Strong understanding of low-latency network concepts and their implementation. Soft Skills: * Excellent written and verbal communication skills. * Strong problem-solving and analytical abilities. * Ability to work independently and as part of a team. * Detail-oriented with a strong commitment to accuracy. * Ability to work effectively in a fast-paced environment and manage multiple priorities. Working Shift / Hours: Tuesday - Saturday, 2:30pm - 11pm #LI-Onsite CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $34.27--$57.16. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.

Manages and coordinates company's IT function across sub-functions such as software / application development, infrastructure development, operations and end user support, data management and security to meet company's business requirements. Job Description This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Position Summary The Technology Service Center (TSC) Manager is responsible for overseeing a team of technical support professionals who provide first-level support across the enterprise. This role combines operational oversight, service quality management, and strategic engagement to deliver exceptional support experiences and drive continuous improvement. The Manager partners with cross-functional teams and communicates effectively with senior leaders to align TSC performance with broader organizational goals. Key Responsibilities: Operational Leadership Direct and monitor daily technical support operations to ensure adherence to service level agreements (SLAs), response standards, and quality objectives. Utilize platforms such as ServiceNow to track service requests, analyze performance metrics, and identify areas for operational improvement. Suggest and promote scalable support processes, escalation protocols, and workflow efficiencies that enhance service delivery and align with best practices across technology and infrastructure domains. Collaborate with Knowledge and Education Specialist teams and cross-functional partners to support timely documentation updates, reinforce standards for agent use, and encourage consistent use of ITSM platforms to enhance service quality and resolution efficiency. Collaborate with the Associate Director and cross-functional leaders to support medium- and long-term workforce planning that aligns with evolving support demands and strategic priorities. People Management Lead the recruitment, onboarding, development, and performance management of team members, promoting a high-performance and service-oriented culture. Conduct regular feedback, coaching, and performance reviews to support employee growth and maintain alignment with organizational values and goals. Foster a culture of engagement, collaboration, accountability, and continuous development. Cross-Functional Collaboration & Incident Management Serve as a primary escalation point for complex technical issues and client concerns, including escalations from financial advisors, branch staff, and internal departments. Collaborate with infrastructure, cybersecurity, development, and product teams to resolve service disruptions, support post-incident analysis, and enhance ongoing incident management practices. Represent the TSC in sensitive or time-critical conversations requiring diplomacy, clarity, and coordinated follow-through. Act as a business partner to internal clients, managing relationships and building mutual trust to deliver high-value support solutions. Executive Communication & Strategic Alignment Build and maintain effective relationships with Directors, Vice Presidents, and other senior leaders to align TSC goals with organizational priorities. Provide regular performance summaries, incident reports, and service improvement recommendations supported by data analytics and root cause insights. Influence decision-making by delivering well-structured business cases and presenting actionable solutions that support efficiency, reduce call volume, and improve user experience. Represent the TSC function across business units by sharing updates on operational performance, team achievements, and strategic initiatives. Support strategic planning efforts including headcount forecasting, automation strategy, service model evolution, and process optimization. Contribute to enterprise-wide IT planning and collaborate on broader technology initiatives. Qualifications: Minimum of 5 years of experience in technical support, IT service management, or related environment. At least 2 years of people leadership experience, including team management and performance coaching responsibilities. Experience with ITSM tools such as ServiceNow required. Proven success managing escalations and engaging with cross-functional teams and senior leadership. Familiarity with compliance standards, documentation requirements, and security best practices. Preferred Certifications ITIL Foundation Certification HDI Support Center Manager Certification or equivalent Core Competencies Team Leadership: Builds and develops strong teams through coaching, feedback, and performance management. Service Excellence: Drives service quality and operational improvements with a client first mindset. Technical Acumen: Understands and applies support tools, platforms, and best practices to optimize team performance. Knowledge Management: Establishes and manages scalable documentation and knowledge systems. Cross-Functional Collaboration: Navigates organizational complexity to drive resolution and shared accountability. Crisis & Incident Leadership: Responds with clarity and structure during high-pressure, high-visibility situations. Strategic Communication: Delivers insights, proposals, and summaries clearly and effectively across all leadership levels. Data-Driven Decision-Making: Leverages performance data and analytics to identify trends, inform strategies, and drive improvements. Ensures Accountability: Establishes clear expectations and fosters ownership at all levels. Optimizes Work Processes: Continuously refines procedures to increase efficiency and service quality. Strategic Mindset: Aligns team priorities with long-term business and technology goals. Tech Savvy: Embraces and applies emerging technologies to improve service delivery. Education Bachelor's: Computer and Information Science, Bachelor's: Information Technology, High School (HS) (Required) Work Experience General Experience - 10 to 15 years, Manager Experience - 6 to 10 years Certifications Salary Range $100,000.00-$145,000.00 Travel Less than 25% Workstyle Hybrid 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-TC1

Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents to lead geographic areas focused on growing new advisors through teams and future team leaders and enabling practices who provide advice and solutions to Thrivent clients. The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure Thrivent drives productive capacity growth by attracting, selecting, onboarding, and launching talent into Thrivent. These Area VPs will also work with experienced practices to grow their advisor capacity and their ability to serve clients. This role is responsible for driving total sales for their area that to contribute to Thrivent's overall growth goals of capacity and total sales. The AVP must possess strong skills to execute a strategy and a proven track record of driving growth and fostering a culture of engagement. Your role will be instrumental in building brand awareness, expanding the client base, and establishing the organization as a trusted leader in the local areas. Collaborate seamlessly within a matrix organizational structure, fostering synergy across departments and leveraging diverse expertise to achieve collective goals. The AVP will support our Front Range Advisor Group which includes all of Colorado, Wyoming, Utah (less the St. George area in the SW corner), Western South Dakota, and Western Nebraska. Additional duties and accountabilities: Inspire others with Thrivent's purpose, promise and principles. The Area VP will grow exceptional leaders, connect with regional communities, build relationships, and identify and pursue growth opportunities. They will provide direct leadership for 5-10 field leaders and 50-100 Financial Advisors serving 100,000 clients. Ensure execution for advice adoption and solutions and sales in their key geographic area(s) for Thrivent. The AVP will be accountable for delivering total sales growth in their area. Monitor and drive results aligned to our key performance indicators (KPIs), financial metrics, and operational benchmarks to assess performance, identify areas for improvement, and drive informed decision-making in the area. Connect matrixed partners within the area to grow diverse advisor and client segment. Attract and launch talent through market leaders within the area to create future team leaders. Encourages experienced advisors to grow their practice capacity with new FAs, grow teams, and create professional practices. The AVP will collaborate well with National Practice Group (NPG) leaders to leverage advanced practices in their geographic area. Collaborates across Thrivent's ecosystem, National Practice Group, and our advisor continuum and channels (e.g. remote advice, TAN). The AVP forges a culture that represents the Thrivent purpose, promise and values. DUTIES & RESPONSIBILITIES: The Area Vice President supports Group Vice President as a key leader, growing a key strategic area and leading other Directors, FAs, and staff. She/he exhibits strong leadership and can delegate and lead a team toward reaching regional Advisor Group goals. The Area Vice President (AVP) focuses on 5 key areas: Leadership: In their key area(s), the AVP will attract, develop, and lead exceptional field leaders who recruit and launch new advisors on teams or as future team leaders: The AVP will ensure high talent regional leaders are in place to grow our Financial Professionals in their area. Drive strong accountability so market leaders deliver on advice adoption and solution sales and advisor capacity growth in an economically viable manner for Thrivent. Focus resources on their key area(s) with the most opportunity for Thrivent. Culture of Courage, Collaboration and Commitment: The AVP will create a culture that embodies Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. The AVP forges a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients and across Christian communities. The AVP will collaborate with the Leader of Group Operations to effectively partner with our Centers of Excellence, help identify and spread best practices, and execute on COE playbooks/systems for capacity, productivity, and advice. Drive growth through current and future teams, virtual advice partnerships to deliver advice. Manage the market directors and developers assigned to your area. Indirectly provide guidance to Virtual Advice leaders within your area. The leader will establish and foster an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional workforce engagement, and an unwavering commitment to our clients. The AVP will connect with the Thrivent Member Network (TMN) and \ Board in the area to help achieve the TMN and Thrivent's goals. Given their focus on leadership and culture, The Area Vice President leads Thrivent's execution on three crucial outcomes to serve our clients in their assigned area: Advisor Growth: Top priority for the Area Vice President is to lead advisor capacity growth in their key area. The AVP: Builds a plan to deliver on Thrivent's capacity growth goals in their area. Partner with other Thrivent leaders including local Community Engagement Leader, Thrivent Member Network, and other partners to develop capacity plan. Holds field leaders accountable for area goals through weekly accountability sessions and coaching 1:1s. Attracts high quality, diverse talent into financial advisor roles, partnering with the Advisor Growth COE for recruiting, licensing, and training; Ensuring new advisors are placed into practices in key areas or markets. Ensures client facing talent is given the advice, solutions and business tools, resources and knowledge needed to be successful. Works to ensure new FAs are connected into Thrivent's unique affinity marketplace and Christian connections. Foster a positive and collaborative area culture that promotes accountability, innovation, and continuous improvement leading to increased retention. Set clear goals and objectives for the team and develop action plans to achieve them, ensuring alignment with organizational objectives and priorities. Advice Adoption: The Area Vice President ensures execution for advice adoption and solutions in their assigned key geographic area for Thrivent. The AVP will: The Area Vice President will partner with matrix partners to ensure her/his area (Leaders/Advisors) adopts Thrivent's advice offerings. New advisors will be trained on and coached around providing advice to their clients. Experienced advisors/practices will be encouraged to adopt Thrivent's advice offerings. All leaders will be expected to be competent and committed to ensuring they lead their advisors with Thrivent's advice principles. Ensure strong solutions (both ANBP and investments) are recommended in line with advice recommendations. Is expected to deliver strong total sales results in their area. Practice Growth: The Area Vice President encourages experienced advisors to grow teams and create professional practices, The AVP works with practice growth leaders to identify practices looking to add capacity. Assists practices looking to add talent on their teams to identify roles, responsibilities and talent needs. Connects current candidates to practices for selection. Works with Capacity Growth and Development COE to manage the selection process. Works closely with the Practice Directors serving their Group, the Practice COE, and National Practice Group leadership to leverage the strengths of experienced practices and advanced NPG practices into their area. QUALIFICATIONS & SKILLS: Required: College degree, MBA and/or other related advanced education preferred. Demonstrated experience (5+ years) leading in the financial services industry. She/he exhibits strong leadership and has potential to move to greater leadership role. Proven track record of achieving capacity and sales growth and delivery of results to business plans. Demonstrated vision and strategic leadership skills along with strong influencing abilities. Experience with effectively leading through change; Passionate about leading on a large scale through others and leveraging systems to engage people and drive results. Talent magnet who can size up every opportunity to draw talent to where it is needed most. Demonstrated track record of attracting, selecting, and developing FAs. In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds, and securities. FINRA Series 7, 63/65 or 66 required or obtained within 90 days, Series 24 preferred. State securities registered and insurance licensed and appointed in all states that comprise the Advisor Group. Once FAs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FAs are conducting business and receiving commissions. Satisfactory background check and clean compliance record. Effectively able to represent the Society to its clients, lodges, and in communities. Ability to travel as needed to cover your assigned area and markets, Thrivent, and industry functions. Insurable under both the Society's applicable fidelity bond and errors and omissions coverage Must have satisfactory Form U-4 disclosures. To effectively create and maintain culture, the job requires you to physically work in the designated Area 85% of the time. Pay Transparency 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.

**_This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week in our Denver, Colorado Corporate Office._** **_Please Note: The initial training period will last six weeks and will require candidates to be onsite in the office five days a week._** Responsibilities: + Provide second-line hardware, software, and end-user support as required and in line with documented procedures and service-level targets to support the business effectively. + Utilizes knowledge management tools to help resolve client issues. + Assists clients in completing online forms to attain various systems, services, hardware, software, and/or entitlements. + Assists customers in performing basic software installations. + Conducts basic diagnoses of software/hardware to troubleshoot connectivity problems. + Escalates trends and outages as needed to leadership and for Service News postings. + Manages time in customer contact center setting and documents time via activity codes. + Utilizes required activity codes to provide awareness of non-phone related activities. + Will be accountable for carrying on-call phone and responding to calls on a rotating basis. + Performs other duties and responsibilities as assigned. + Ensure a positive experience for internal clients by having courteous interactions with them. + Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. + Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. + Organize own work schedule each day in line with changing priorities. + Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Skills: + Basic technical knowledge of the following preferred: Operating systems (OS), mobile devices, networking, business applications, security products, financial services applications + Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies. + Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. + Works under supervision at an elementary level to plan, organize, prioritize and oversee activities to efficiently meet business objectives. + Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. + Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. + Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives. + Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. + Works under supervision at an elementary level to monitor, diagnose and fix technological problems. + Works under supervision at an elementary level to ensure that IT applications meet required specifications by designing, executing and reporting on tests of systems and services. + Works at a basic level to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works under close supervision. + Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision. + Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision. + Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system. + Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision. Licenses/Certifications: + Incumbents must be able to obtain HDI Certification within 1 year of hire. Raymond James will pay for three attempts to pass the certification.

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 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. Company Description 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. Awards and 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 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. 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.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. 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.

Translate functional specifications into more details to guide development. Examine and evaluate current systems, and identify its requirements. Liaise with users to track additional requirements and features. Document interfaces between new and legacy systems. Collaborate with developers to produce new systems. Validate changes by testing programs. Job Description This position follows our hybrid workstyle policy: Expected to be in our Raymond James Denver office location 4643 S. Ulster street, a minimum of 10-12 days a month. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Responsibilities: Draft and maintain comprehensive knowledge base documentation to support efficient resolution of system-generated incidents and promote operational consistency. Design and implement monitoring solutions to establish performance baselines and proactively alert on anomalies across critical applications and infrastructure. Perform systematic evaluations of alerts routed to the Command Center, identify opportunities for workflow optimization and cross-functional rerouting. Analyze key performance indicator (KPI) reports to detect patterns in system-generated incidents and assess service level agreement (SLA) compliance. Create effective reports to deliver actionable insights on system health, incident trends, operational performance to stakeholders, supporting data-driven improvements. Collaborate with cross-functional teams to ensure seamless integration of monitoring tools and incident management workflows across enterprise systems. Support and enhance system dashboards to provide real-time visibility into infrastructure health, application performance, and operational metrics. Serve as a subject matter expert (SME) for Command Center operations, providing guidance on best practices, tool utilization, and incident queue triage protocols. Develop an understanding of external financial industry developments and emerging issues related to the role. Advance personal and professional capabilities through structured development plans, ongoing training, mentorship, and alignment with industry best practices. Skills: System Monitoring & Alerting: Proficiency in configuring and managing enterprise monitoring tools (e.g., Splunk, Datadog, Dynatrace) to detect anomalies and ensure system reliability. Technical Documentation: Skilled in drafting and maintaining clear, structured knowledge base articles and operational procedures. Data Analysis & Reporting: Ability to analyze KPIs, SLA metrics, and incident trends to produce actionable insights and support operational decision-making. Incident Management: Understanding of incident lifecycle processes, including triage, escalation, resolution, and documentation using ITSM platforms like ServiceNow Dashboard Development: Experience creating and enhancing real-time dashboards for infrastructure and application performance monitoring. Cross-Functional Collaboration: Proven ability to work effectively with infrastructure, application, and support teams to streamline workflows and improve system integration. Communication Skills: Excellent verbal and written communication skills to convey technical concepts to diverse audiences and document operational insights. Education Bachelor's: Computer and Information Science, High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications Salary Range $70,000.00-$95,000.00 Travel Less than 25% Workstyle Hybrid 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-TC1

**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: 808 W Eisenhower Blvd Ste 201, Loveland, CO This job posting is anticipated to remain open for 30 days, from 14-Jan-2026. 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:** $30.82 **Hiring Maximum:** $32.75 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.

Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for an FA including: * Supporting the FA in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA * Supporting the FA's marketing strategy (e.g., website maintenance) * Assist FAs in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * At least 5 years of industry experience required * Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer 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. Salary range for the position: $35,000.00 - $75,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 3/4/2026, but may be extended depending on whether a candidate has been selected. 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).