Baird jobs

Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner, VA. Baird's 20+ person dedicated Defense & Government team is recognized as a leading M&A advisor to the sector. Since 2021, the team has advised on 60 transactions totaling over $28 billion in transaction value. What You'll Do : Responsibility that shapes your skill. Work that deepens your impact. Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors Drive the preparation of company valuations, financial models, marketing materials, and client presentations Contribute to business development efforts through research and analysis Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making What You'll Gain : A team that runs on trust, momentum, and shared values . Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions Take on greater ownership through lean deal teams that offer more responsibility Navigate clear paths for progression with mentorship, visibility, and real opportunity Advance alongside elite, high-performing peers who hold each other to a high standard Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose What It Takes : We're looking for people ready to lead with focus and integrity . At least one year of full-time experience in a solution-focused financial or quantitative role Strong analytical skills, attention to detail, and a track record of delivering results Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 500 Piney Forest Rd, Suite C, Danville, VA This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $27.63 Hiring Maximum: $29.35 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 15 West Main Street, Berryville, VA This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $33.73 Hiring Maximum: $40.06 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. What you have Required qualifications Bachelor's degree or equivalent work-related experience Active and valid FINRA Series 7, 9/10 and 63 licenses 3+ years' experience with customer service 3-5 years in a security/financial services capacity Preferred qualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skills Previous experience in a direct client-facing role Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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: 1463 W Main St Ste P4, Salem, VA This job posting is anticipated to remain open for 30 days, from 28-Nov-2025. The posting may close early due to the volume of applicants. 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: $22.71 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.

Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

We're seeking someone to join our team as a Controller - Director in Wealth Management Finance. This role supports Revenue and Expense recognition, Balance Sheet reporting and other Product Control processes for the Wealth Management Finance division. Processes include but are not limited to: Revenue and Expense accruals for various product areas, various daily/monthly reporting processes, Inter-Company Revenue Transfers, and Expense/Reserve accruals and reconciliations. Additional responsibilities related to Month-end close, such as, preparation of various general ledger journals, preparation of P/L and Balance Sheet reconciliations, preparation of Regulatory disclosures, liaising with various teams across the business, Operations, and various teams across Finance. Additional interactions with external and internal auditors, as well as leading ad-hoc projects or requests. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm's financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting &reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: Collaborate with a varied group of colleagues in Finance and across the Firm * Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products * Adhere to the Firm's risk and regulatory standards, policies and controls * Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards * Accounting support functions, which include but are not limited to: * Month-end close * Balance sheet and P&L reconciliations * Income Statement &Balance Sheet variance analysis * Various Daily Reporting requirements * Procedure documentation * Ad-hoc projects/requests * Coordination across multiple teams across the Firm * Coordinate responses and prepare support to satisfy audit inquiries * Work with business partners across the Firm. Partners include but are not limited to various Wealth Management Business Units, CFO, HR, Legal, Operations, Treasury, Technology and Tax. What you'll bring to the role: * Working knowledge of Finance functional area, industry and competitive environment * Ability to communicate clearly and concisely, and adapt to various audiences * Willingness to seek guidance and provide feedback to further develop self and peers * A high aptitude for numbers and a quick grasp of new applications and technology * Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions * Ability to work independently * Strong Team Player * Extremely proficient with Microsoft Office, especially Microsoft Excel &PowerPoint * Bachelor's degree * Excellent communication skills * At least 5 years of relevant experience would generally be expected to find the skills required for this role What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste **************************************************** into your browser. 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 ****************************************************s into your browser. Salary range for the position: $70,000 - $110,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).

About the Role: The Branch Administrative Supervisor (BAS) is primarily responsible for performing advanced administrative, industry and professional support functions for the Branch Management Team. In addition, the Branch Administrative Supervisor is responsible for assisting with supervision of the branch support staff, including onboarding, training, development and ongoing associate communication. The position also includes planning, directing and organizing the branch's administrative work, developing and recommending branch procedures, and researching and completing special projects. This position will require a comprehensive understanding of Client Specialist (CS) functions and expectations. The Impact You'll Make: * Performs the daily responsibilities of a CS by providing strong interpersonal service to clients, prospects and associates. * Responsible for the employment life cycle, including interviewing and onboarding or off boarding, of branch associates. * Responsible for, in partnership with the Branch Administrative Manager and Financial Advisors, ongoing associate development through the performance management process. Facilitates setting associate goals and ongoing monthly performance coaching to establish proper career development. In addition, ensures alignment of goals with branch and FA business plans. * Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately. Assist with plans and leads monthly staff meetings. * Supervises and evaluates the work of the branch support staff. Prioritizes work, assigns tasks and monitors progress. * Schedules support staff work hours and time off to provide adequate coverage for the branch's varied assignments and manages timecard approvals. May act as backup to staff, filling in where necessary. * Resolves problems and interprets policies, procedures, and guidelines for staff. * Performs other duties and special projects as assigned. * Potential to supervise up to 10 branch office support staff. * Responsible for various administrative tasks supporting the branch management team i.e. scheduling, check request, booking travel, submitting business expenses, facilities requests etc. What You'll Bring to Baird: * High school diploma or equivalent required. Bachelor's degree preferred. * Must be SIE, Series 7, 63/65 or 66 licensed within1 year. * 3+ years of industry experience as a registered client specialist or comparable role preferred. Previous supervisory experience strongly preferred. * Knowledge of advanced sales support functions. * Strong organizational skills - ability to prioritize and delegate branch's daily workflow to effectively organize tasks/people in order to achieve specific goals. * Consistently demonstrates effective follow-thru and high quality performance. * Proficiency and experience with Microsoft Office (Word, Excel, Powerpoint) and all PWM technology and productivity tools. * Ability to work well in and effectively lead a team. * Excellent interpersonal, written, and verbal communications skills * Superior analytical skills with a focus on detail. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

An Exclusive Opportunity: At Baird, we foster an environment that allows talented women to grow lasting careers in investment banking. We're committed to continuing to build our high-performing, diverse teams with ambitious talent ready to work hard, together, and make an impact. Baird's Women in Banking Event is a one-day experience for undergraduate women hosted by our Defense & Government and Real Estate teams. The day will consist of a series of discussions including an overview of Baird's Global Investment Banking platform and an inside look at the day-in-the-life of an investment banker. Attendees will hear a preview of our summer analyst internship opportunities along with multiple networking opportunities with Baird Investment Bankers. Competitive Candidates: All majors welcome, not just finance - just bring your ambition and questions. Current enrollment in bachelor's degree program as a sophomore who identify as female Candidates must have a track record of proven academic excellence An interest in exploring our Global Investment Banking Internship opportunities with our Defense & Government and Real Estate teams Join Us and See Why Careers Grow Far Here, on Richer Ground! Thursday, October 16, 2025 Baird's Tysons Corner Office 1775 Tysons Blvd, Suite 1400 Tysons, VA 22102 Travel and transportation will be provided for selected candidates. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Primary Duties and responsibilities Analyzes eligibility for and approves or denies the payment of active long-term care claims (analyzes and processes client bills, establishes new independent providers, prepares for annual review, and other transactions applicable to active claims). Assist in determining provider eligibility as it relates to individual insureds' plan of care by gathering information about the insured's medical function and cognitive status. Determines applicability of benefits claimed by interpreting state and contract variations. Responds to questions from incoming insureds or representative's phone calls and emails regarding requests for information needed for ongoing long term claim administration Communicates both verbally and in writing with Insureds and their representatives, Field Force, medical practitioners and related service providers, attorneys, other insurance companies, and divisional resources which involve negotiation and conflict resolution. Preserves Northwestern Long Term Care's image and reputation in the approval or denial of benefits despite difficult and delicate circumstances. May be called upon for project and committee work as a Subject Matter Expert (SME), including the development of process improvements. Update standard work as requested. Support co-workers to meet the goals of the team and division. Discuss any identified process improvements ideas with leadership to determine feasibility. This role involves managing a queue of incoming phone calls, which includes direct client interactions a minimum of 16 hours per week. Qualifications Healthcare background desirable Bachelor's degree or equivalent combination of education and work experience will be considered Experience with Long Term Care or insurance claims desirable Strong written and verbal communication skills required Strong technology skills required Demonstrated initiative and strong support of team results High degree of analytical skills, personal organization, and time management Strong client focus and customer service skills Ability to deal with ambiguity and maintain a positive outlook in the face of change Ability to identify process improvement opportunities. Compensation Range: Pay Range - Start: $48,580.00 Pay Range - End: $90,220.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

About the Role: We are seeking a Securitized Products Compliance Officer who will be primarily responsible for partnering with the firm's Fixed Income Capital Markets business in the creation, implementation and maintenance of policies and procedures and provide advice to help ensure that the laws, regulations and ethical standards of the securities industry are followed in all aspects of the firm's institutional securitized products business activities. Specifically, the position will involve all regulatory matters regarding the trading, sales, research, underwriting and investment banking services provided of securitized products which include, but are not limited to, asset-backed (ABS), mortgage-backed (MBS), commercial mortgage-backed (CMBS), agency commercial mortgage-backed (ACMBS), collateralized mortgage obligation (CMO), collateralized loan obligation (CLO), agency mortgage-backed (AMBS), non-agency mortgage-backed, and government-sponsored enterprise securities. This position allows working from a home office but may require travel to our home office as needed, approximately 2-4 times per year. We provide the necessary equipment, collaboration tools and resources to ensure a productive remote work environment. The Impact You'll Make: Provide an elevated level of service to internal clients by providing interpretive guidance regarding the application of securities regulations to various business scenarios. Review and interpret rule releases and regulator disciplinary actions to assess the relevance to existing business practices through active participation in the Compliance Department's Regulatory Review Committee. Create, implement, and maintain the policies and procedures for securitized products business activities. Research and respond to regulatory inquiries. Test supervisory control systems. Develop firm element continuing education materials. Facilitate SEC and FINRA onsite and virtual exams. Develop exception reports. Write Compliance Notes as needed to communicate new policies and procedures to associates. Provide feedback to industry trade groups responding to regulator request for comment efforts. Build effective relationships with internal stakeholders. What You'll Bring to Baird: Bachelor's degree required. Must have Securities Industry Essentials (SIE) Exam, Series 7, and Series 24 licenses. Strong analytical, organizational, critical thinking, and problem-solving skills. Established record of effective business writing skills. Experience and comfort with analyzing complex data. Elevated level of curiosity and comfort with the unfamiliar or unknown. Ability to effectively communicate orally or in writing within all levels of the organization and with regulators. Bloomberg terminal skills. Compensation and Benefits: $100-165k base salary range. Bonus potential of up to 25% of base salary with upward potential as experience increases with the team. Compensation and bonus are commensurate with experience, performance and/or firm profitability You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. #LI-RE1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Non Financial Risk: NFR Framework Policies Professional The NFR (Non-Financial Risk) Framework Policies and Rules Management team in LCD comprises two primary functions: (i) the Policies team, which sets standards for LCD policies and procedures and Enterprise Risk Management (generally, firmwide) policies and maintains the firm's repository for policies and related documents and (ii) the Rules Management team, which manages the rules management framework and maintains the Firm's rules management system. The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies. Professionals within Legal and Compliance (LCD) provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Policies Responsibilities That This Role Will Support: The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies. It will require collaboration with regional/divisional policy teams, a support team in Mumbai, the technology teams that support related systems, and policy owners and other stakeholders. Primary Responsibilities > Assist with the review, approval and reissuance processes for global and NFR Framework policy content owned by LCD, working with content owners and other stakeholders as needed > Coordinate with regional/divisional policy teams on the development of annual policy plans and the tracking of progress to plan > Support production and distribution of the monthly Non-Financial Risk Policy Bulletin, which is a firmwide communication on new and updated LCD policies and procedures > Assist with coordinating Enterprise Risk Management policy reviews > Work with the Mumbai team and regional/divisional policy teams to maintain consistent policy management standards > Advise regional/divisional policy teams on policy content and governance questions > Maintain framework documents owned by the Policy Team, including the LCD Policy Framework and Procedures and Global Policy Mandate, as well as the team's internal procedures > Other tasks and responsibilities as needed Candidates must have: > Undergraduate degree > 3+ years of experience in Operational Risk, Compliance, Legal or regulatory roles relating to the financial services industry > Excellent written and oral communication skills > Strong organizational skills with the ability to maintain attention to detail across multiple simultaneous projects > Ability to work with global and cross-functional teams spanning Legal and Compliance and other areas of the Firm > Creative problem-solving skills and high level of learning agility and initiative > Strong Microsoft Word, PowerPoint and Excel skills Skills Desired > Experience with policies and procedures drafting, reviewing and/or management > Project management experience > Experience working with offshore teams > Comfort working with technology systems and applications; programming skills not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $60,000 and $95,000 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 15 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).

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: 157 Mitchells Chance Rd, Edgewater, MD This job posting is anticipated to remain open for 30 days, from 21-Nov-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: $26.10 Hiring Maximum: $31.00 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.

This job posting is anticipated to remain open for 30 days, from 29-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

We're seeking someone to join our Wealth Management Controllership team as an Associate in Finance to support the WM Finance controller team by performing various daily weekly, and monthly deliverables. The candidate will assist in enhancing current processes and reporting along with supporting ongoing or new finance initiatives. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within the Product Controllers job family which specializes in ensuring adequacy of controls, profit and loss, and balance sheet reporting, and reconciliations for a segment / business / product area. Includes management reporting across the business segments (ISG, WM & IM) and cross-functional roles with end-to-end product oversight, including Wealth Management products. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products - Adhere to the Firm's risk and regulatory standards, policies and controls - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products - You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis - You will support quarter-end, mid-year, and annual financial reporting deliverables - You will partner with the businesses and CFO teams to understand the impacts of various business activities - You will support the development of internal management reporting for WM products - You will support the overall execution and drive continued improvement of control frameworks - You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology - You will drive and own ad-hoc projects & analysis as required What you'll do in the role: - Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products - Adhere to the Firm's risk and regulatory standards, policies and controls - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products - You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis - You will support quarter-end, mid-year, and annual financial reporting deliverables - You will partner with the businesses and CFO teams to understand the impacts of various business activities - You will support the development of internal management reporting for WM products - You will support the overall execution and drive continued improvement of control frameworks - You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology - You will drive and own ad-hoc projects & analysis as required What you'll bring to the role: - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - Ability to provide positive and constructive - Feedback and acknowledge efforts of team members - Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks - You have a BS/BA degree with Finance and/or Accounting experience required - You have 0-5 years post-college experience in the financial services industry - You have a demonstrated ability to support multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail - You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability - You are a self-starter with exposure to project management skills and sound business judgment - You have a strong working knowledge of MS Office with an emphasis on Excel, Work and PowerPoint - You have strong presentation skills What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).