Raymond James Financial jobs in Indianapolis, IN - 33 jobs

**Responsibilities** + Recruits, selects, orients, trains and supervises branch 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 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. + Assists with daily trading and other office activities. + Assists with reviews of client accounts and resolution of client complaints. + May assist in the development and monitoring office revenue and expense budgets. + May assist Branch Manager in managing their book of business. + May be responsible for ensuring compliance with firm and regulatory policies and procedures including but not limited to daily trade blotters, MARS reports, incoming client correspondence, new account form approvals, and advertising approvals. + Assists Branch Manager in disseminating information at regular branch meetings. + Performs other duties and responsibilities as assigned. May perform some Branch Manager duties. **Education/Experience Requirements** + Bachelor's degree and five years' experience in the financial services industry, 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 + Series7 + Series 9 & 10 if required bybusiness unit + Series 63, 65 and/or 66 as required bystate + Ability to obtain additionalsecurities and advisory state registrations if required bystate

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).

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. Opens new client accounts and researches client and security information using internal databases and other technologies. For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. May enter orders at the direction of the Financial Advisor. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Performs other duties and responsibilities as assigned. Knowledge of Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Skill in Client Relationship Management (CRM) software, or similar contact management software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Education High School (HS) (Required) Work Experience General Experience - 0 to 3 months Certifications Travel Less than 25% Workstyle Resident 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-AC1

The Opportunity We're looking for an experienced Regional Sales Manager to join our team! You'll build relationships directly with buyers and intermediaries located in Chicago, IL and Indiana areas to promote and sell MassMutual's products, while also working with internal partners to coordinate client support. The Team The Worksite Insurance business is growing as we aim to reach middle class workers in support of the company's vision to provide financial well-being to all Americans. Worksite has achieved success in recent years distributing our Group Voluntary and Executive products through our multi-channel distribution relationships. To further this success, we must continue to evolve our strategy to reach more advisors and customers, which means growing our sales team in key locations, while providing them an enhanced self-service, digital experience to allow us to aggressively grow top line sales. The Impact: The Regional Sales Manager is responsible for new sales growth in their territory through establishing consultative partnerships with major worksite and voluntary benefit distributors to include brokers/consultants, agents, and enrollment firms. The RSM will also build strong productive relationships with their local MassMutual General Agency. The Regional Sales Manager will be responsible for but not limited to: * staying informed on health care trends, market intelligence, and product information for all product solutions within voluntary benefits * establishing, updating, and managing target account lists and pipeline management reports * following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new sales. * managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development The Minimum Qualifications * 5+ years of sales experience. * 2+ years of experience with voluntary benefits, ancillary benefits, or other group benefits. * 1+ year of experience generating and analyzing reports to enhance sales or customer experience. * 1+ year of experience with MS Office Suite and Salesforce. * Licensed agent in your resident state for Life & Health. * Reside in your assigned territory - IL * Ability to travel 70% within territory or other meetings as required. * High school diploma or GED The Ideal Qualifications * Bachelor's degree * Consultative sales experience with excellent oral & written communication skills. * Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner. * Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit. Compensation: $80K-$100K base range plus sales-based incentive opportunity resulting in a total target compensation package of $250K-$350K What to Expect as Part of MassMutual and the Team * Regular meetings with the Worksite team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RS1 #LI-REMOTE Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Vice President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. The team that you will be joining is a small, highly technical team that is part of the mainframe infrastructure team at Morgan Stanley. The team is defining new ways to integrate the mainframe into the larger eco system within Morgan Stanley, ensuring that the mainframe environment can seamlessly integrate with many of the processes and procedures in use globally. The team works with new innovative products and in many cases with beta versions of products, working closely with vendors to define requirements and roadmaps as well as building code, process and procedures to achieve the overall goals of the new DevOps for mainframe paradigm. The entire team comprises of highly skilled people with cross realm skillsets, where everyone is very hands-on, working on many green field projects in a highly collaborative environment, with the ability to work autonomously as well as across teams as needed. Working on new paradigms such as modern mainframe toolsets, DevOps pipelines, Git integration and various AI offerings. What you'll do in the role: Agreeing to responsibilities for deliverables in project plans Understanding requirements for the system components to be developed or updated Creating and/or understanding conceptual and detailed designs for the system components being developed or updated Coding additions or amendments to system components as directed by the project manager Unit testing of new or amended code Creating and executing test plans according to agreed project plans Participating in implementation of new or amended systems Escalation of issues as appropriate to the project manager Following working practices used within the team Providing Level 3 support - possibly after hours Specific duties include: Reviewing project documentation to understand deliverables Designing, coding and testing new or amended system functionality Creating system documentation as required Working with other team members to ensure the success of the project Providing status and progress updates to the project manager as required What you'll bring to the role: Bachelor's Degree in Engineering, Computer Science or equivalent experience. 8 years of Python Dev in Mainframe or distributed systems. Experience with JavaScript Understanding of mainframe operating systems (z/OS) Experience in a Linux OS environment is highly preferred Experience with either PostGRES or DB2 is highly preferred 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. For California: Expected base pay rates for the role will be between $150,000 and $210,000 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. For Ohio: Expected base pay rates for the role will be between $110,000 and $160,000 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. For Colorado: Salary range for the position: $120,000 and $170,000 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 January 15th, 2026. For Illinois Salary range for the position: $130,000 and $190,000 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 For Maryland: Salary range for the position: $135,000 and $190,000 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. For Massachusetts: Expected base pay rates for the role will be between $130,000 and $190,000 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. For Minnesota: Salary range for the position: $120,000 and $170,000 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. For New Jersey: Salary range for the position: $150,000 and $210,000 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. For New York: Expected base pay rates for the role will be between $150,000 and $210,000 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. For Vermont: Expected base pay rates for the role will be between $130,000 and $190,000 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. For Washington: Salary range for the position: $150,000 and $210,000 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. 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).

Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Department Overview Reams Asset Management (“Reams”) is an investment management boutique within Raymond James Investment Management, a wholly owned subsidiary of Raymond James Financial. Reams is located in Indianapolis, IN and focuses on investing in all areas of the fixed income market. Job Summary The summer associate will work closely with the Data Analytics team, a two-person team that has skills in probability theory, high-level mathematics, statistics and data analysis coding languages such as R/Python/SQL. The role of this team is to enhance investment processes through robust quantitative analysis and to serve the investment team on myriad tasks. The ideal candidate possesses intellectual curiosity and is excited to work in a collegial environment. This role calls for someone interested in the quantitative elements that underpin sound investment decisions. The summer associate position is a temporary role. Start Date: Monday, June 1, 2026 End Date: Friday, August 7, 2026 Work Schedule: Monday through Friday, up to 40 hours per week. Duties and Responsibilities Identify areas of improvement in current workflows within Reams' data analytics/investment/operations departments. Develop charts/reports to assist with portfolio management decision-making process. Explore investment team desk-specific projects (corporates/securitized products/rates & currencies). Assist with investment team data requests on an ad hoc basis. Learn about Reams' investment philosophy and role within the broader fixed income markets. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Probability theory Data analysis coding languages such as R, Python, and SQL High-level mathematics and statistics Excel (Pivot Tables/Power Query/VBA) Financial markets (asset classes/economic data/market participants & structures) Portfolio management (risk/allocation/performance measurement) Skill in Data management/storytelling (create narratives based on results of data analysis) Report creation/optimization Ability to Ability to respond to common data inquiries from internal teammates. Assist in defining problems, collecting data, establishing facts, and drawing valid conclusions. Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Communicate effectively, both orally and in writing. Work independently and collaboratively within a team environment. Provide a high level of customer service. Establish and maintain effective working relationships. Educational/Previous Experience Requirements Full-time student at an accredited college/university, graduating December 2026 or later, pursuing a bachelor's degree in business, finance, statistics or related field. Any equivalent combination of experience, education, and/or training approved by Human Resources. 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). Licenses/Certifications None required. Location Hybrid position - Indianapolis, IN No travel required. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months 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.

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 325 N Main St, Rushville, IN This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. The posting may close early due to the volume of applicants. **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 **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. **Hiring Minimum:** $21.38 **Hiring Maximum:** $23.14 Read More About Job Overview **Skills/Requirements** **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. 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.

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.

+ Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective of driving departmental sales and increasing overall utilization throughout a given territory. Applies deep product and market expertise, gained through education and experience, to provide financial advisors and their clients with clear, balanced, and insightful guidance. Responsible for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in a specific territory. Represents the RJ SI Platform at firm or department conferences. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Leads projects, programs, or processes with significant business impact involving cross-functional teams. Provides comprehensive solutions to complex problems or needs. End results are measured and evaluated for achieving performance goals and objectives. Extensive contact with financial advisors and their end-clients is required to achieve departmental sales goals and increase advisor utilization. This person will be covering the Central Region, which includes the following states: IA,IL,IN,KS,MI,MN,MO,NE,ND,SD,WI + **Essential Duties and Responsibilities** - Demonstrates a commitment to Raymond James' core values - namely putting the interests of clients first.- Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. - Provides face-to-face support in a specific territory to financial advisors and their clients through individual or group meetings, branch visits, zoom meetings, etc. Also represents the RJ SI Platform at firm and department conferences. - Leads efforts in all aspects of the sales process, and develops and implements a business plan within a specific territory.- Responsible for building and maintaining relationships with financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory.- Works closely with other consultant team members to meet sales goals by identifying and fostering leads generated from referrals, marketing campaigns, and territory canvassing.- Delivers effective presentations to large audiences.- Meets specific objectives related to in-person financial advisor interaction as communicated from management.- Maintains activity logs and/or databases to create and maintain financial advisor profiles and data.- Manages expenses within allotted budget.- Collaborates with RJ SI product management, platform management, and custom solutions teams to contribute to department wide initiatives, support platform evolution, and provide feedback from financial advisors and their clients.- Organizes, manages, and executes on objectives with minimal oversight, strong attention to detail, a high level of professionalism, and with appropriate timeliness.- Performs other duties and responsibilities as assigned. **Qualifications** **Knowledge, Skills, and Abilities** **Knowledge of** - Advanced knowledge of the Structured Investments industry.- Principles of banking, finance, and securities industry operations.- Financial markets, products, financial advisory function, and investment process.- Advanced investment concepts, practices, and procedures used in the industry.- MS Office Applications. **Skill in** - Cultivating and maintaining effective relationships at all levels of the organization.- Excellent verbal and written communication skills.- Identifying the needs of customers through effective questioning and listening techniques.- Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.- Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. - Critical thinking and problem solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.- Analyzing business processes and identifying process improvement opportunities. - Detail orientation to ensure quality standards are met without impairing workflow.- Follow-up to ensure resolution and completion of tasks.- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to** - Represent the company in a highly professional manner- Demonstrate uncompromising adherence to ethical principles.- Organize, prioritize, and manage tasks and projects to complete work efficiently.- Provide a high level of customer service, and address and resolve escalated advisor and client issues.- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.- Develop and maintain effective working relationships with team members, internal partners, and external parties, and promote internal team cohesiveness, cooperation, and effectiveness. - Partner with other functional areas to accomplish objectives.- Assimilate and prioritize strategies into operational guidelines.- Work independently as well as collaboratively within a team environment.- Establish clear directions and priorities.- Effectively address concerns or challenging questions when they arise.- Effectively support the RJ SI Platform and show resilience through prospecting process.- Demonstrate high self-confidence.- Excel in a team environment. **Educational/Previous Experience Requirements** - Bachelor's Degree (B.A.) in business, finance, or a related discipline and a minimum of eight (8) years' experience in the financial services industry.- ~ OR ~- Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** - Required: FINRA Series 7, Series 66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.- Preferred: CAIA, CFP, CFA, CIMA, or MBA **Travel Requirements** 50-75%

If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. 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 Sr. 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 Sr. BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility 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 Sr. BOA role.

**One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Department Overview** Reams Asset Management ("Reams") is an investment management boutique within Raymond James Investment Management, a wholly owned subsidiary of Raymond James Financial. Reams is located in Indianapolis, IN and focuses on investing in all areas of the fixed income market. **Job Summary** The summer associate will work closely with the Data Analytics team, a two-person team that has skills in probability theory, high-level mathematics, statistics and data analysis coding languages such as R/Python/SQL. The role of this team is to enhance investment processes through robust quantitative analysis and to serve the investment team on myriad tasks. The ideal candidate possesses intellectual curiosity and is excited to work in a collegial environment. This role calls for someone interested in the quantitative elements that underpin sound investment decisions. The summer associate position is a temporary role. **Start Date:** Monday, June 1, 2026 **End Date:** Friday, August 7, 2026 **Work Schedule:** Monday through Friday, up to 40 hours per week. **Duties and Responsibilities** + Identify areas of improvement in current workflows within Reams' data analytics/investment/operations departments. + Develop charts/reports to assist with portfolio management decision-making process. + Explore investment team desk-specific projects (corporates/securitized products/rates & currencies). + Assist with investment team data requests on an ad hoc basis. + Learn about Reams' investment philosophy and role within the broader fixed income markets. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Probability theory + Data analysis coding languages such as R, Python, and SQL + High-level mathematics and statistics + Excel (Pivot Tables/Power Query/VBA) + Financial markets (asset classes/economic data/market participants & structures) + Portfolio management (risk/allocation/performance measurement) **Skill in** + Data management/storytelling (create narratives based on results of data analysis) + Report creation/optimization **Ability to** + Ability to respond to common data inquiries from internal teammates. + Assist in defining problems, collecting data, establishing facts, and drawing valid conclusions. + Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Communicate effectively, both orally and in writing. + Work independently and collaboratively within a team environment. + Provide a high level of customer service. + Establish and maintain effective working relationships. **Educational/** **Previous** **Experience Requirements** + Full-time student at an accredited college/university, graduating December 2026 or later, pursuing a bachelor's degree in business, finance,statistics or related field. + Any equivalent combination of experience, education, and/or training approved by Human Resources. + 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). **Licenses/Certifications** + None required. **Location** + Hybrid position - Indianapolis, IN + No travel required.

**Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion + Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Company's working structure, policies, mission, and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective communication (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases + Analyze and research account information + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns + Provide a high level of customer service in a calm and professional manner + Use mathematics sufficient to process account and transaction information + Use appropriate interpersonal styles and communicate effectively + Work both independently and as part of a team + Provide a high level of customer service **Licenses** + Series 7 (preferred, or willing to obtain after start) + Life & Health Insurance (preferred, or willing to obtain after start) _Katherine Onieal Investment Services and its employees are_ **_independent contractors with respect to Raymond James_** _, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._

Responsibilities Recruits, selects, orients, trains and supervises branch 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 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. Assists with daily trading and other office activities. Assists with reviews of client accounts and resolution of client complaints. May assist in the development and monitoring office revenue and expense budgets. May assist Branch Manager in managing their book of business. May be responsible for ensuring compliance with firm and regulatory policies and procedures including but not limited to daily trade blotters, MARS reports, incoming client correspondence, new account form approvals, and advertising approvals. Assists Branch Manager in disseminating information at regular branch meetings. Performs other duties and responsibilities as assigned. May perform some Branch Manager duties. Education/Experience Requirements Bachelor's degree and five years' experience in the financial services industry, 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 grandfathering cannot be applied Series 7 Series 9 & 10 if required by business unit Series 63, 65 and/or 66 as required by state Ability to obtain additional securities and advisory state registrations if required by state Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required) Work Experience General Experience - 3 to 6 years, Manager Experience - 3 to 6 years Certifications s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident 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-AC1

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 1309 S Jackson St, Frankfort, IN This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants. **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 **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. **Hiring Minimum:** $21.38 **Hiring Maximum:** $23.14 Read More About Job Overview **Skills/Requirements** **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. 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.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease 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 Position Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 11415 Overlook Drive, Fishers, IN This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. 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 Sr. 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 **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 Sr. BOA role. **Hiring Minimum:** $24.62 **Hiring Maximum:** $26.65 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful Sr. BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility + **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. 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.

Katherine Onieal Investment Services is a comprehensive wealth management firm dedicated to our clients. Knowing one another well is an essential part of the equation. Our team is passionate about bringing their knowledge, unique experiences, and collaborative relationships to work every day. As our team grows, we are seeking a Client Service Associate who shares our vision and values. Additionally, the ideal candidate is reliable, professional, adaptable, and has a positive, resilient outlook. Apply today and take the next step towards working with your new team. The future is at your fingertips! Job Description Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office Open new client accounts, process money movement, and research information as needed Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor Create and maintain records and files utilizing Client Relationship Management (CRM) software Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures Performs other duties and responsibilities as assigned Knowledge, Skills, and Abilities Knowledge of Company's working structure, policies, mission, and strategies General office practices, procedures, and methods Basic investment concepts, practices and procedures used in the securities industry Financial markets, products and industry regulations Skill in Client Relationship Management (CRM) software Microsoft Office Effective communication (in-person, virtual, phone and mail) Ability to Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases Analyze and research account information Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns Provide a high level of customer service in a calm and professional manner Use mathematics sufficient to process account and transaction information Use appropriate interpersonal styles and communicate effectively Work both independently and as part of a team Provide a high level of customer service Licenses Series 7 (preferred, or willing to obtain after start) Life & Health Insurance (preferred, or willing to obtain after start) Katherine Onieal Investment Services and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates. Education Bachelor's (Required) Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident 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-LS1

This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.