Personal Financial Advisors

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive.

As a Nelnet company, the perks at NBS go beyond our benefits package. You’re part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work.

The Manager - Account Executives - Sales - NCC – NBS will lead, mentor and coach an assigned team of Account Executives in the Western US. This position will act as a role model supporting direct reports with all facets of relationship management while fostering an environment for growth demonstrated through effective listening, coaching and feedback.

This position is also responsible for the retention, growth and overall account service strategy for a designated group of Higher Education institutions across several states in the territory. Works collaboratively with other departments (e.g., Customer Success, Technical Sales, Account Managers and Operations) to create client strategy to leverage Nelnet Campus Commerce best practices, add value to relationship through cross-selling of additional solutions and to deliver a level of customer satisfaction that exceeds expectations. By building strong collaborative relationships with clients, and through supporting their team, the AE Manager contributes to the generation of new business through cross-selling and referrals to be used with prospective customers.

This candidate must be located in one of the following states: North Dakota, South Dakota, Nebraska, Kansas, Oklahoma, Texas, Minnesota, Iowa, Alaska, Arizona, California, Hawaii, Idaho, Louisiana, Montana, Nevada, New Mexico, Oregon, Utah, Washington, and Wyoming

JOB RESPONSIBILITIES:

1. Lead a team of Account Executive professionals to achieve high levels of sales and service performance. Manage team to high quality, high value and high quantity activity metrics.

2. Coach and mentor direct reports sharing best practices leveraging experience and successes. Act as a role model supporting AEs with client engagement and interactions.

3. Support large cross-sell opportunities and key account retention with direct reports, including virtual and in-person attendance. Provide guidance on Account Planning efforts with assigned team.

4. Assist with onboarding, training, and orientation of new AEs.

5. Conduct regular Sales Team calls to exchange ideas, successes, challenges and relevant topics to support team growth.

6. Retain and grow current higher education accounts designated in territory by reviewing client contracts, maintaining contract end dates, championing utilization, and proactively engaging clients to extend/review the term and product offering.

7. Build positive line of communication (based on mutual respect, trust, integrity, and clear, honest and open dialog) to maintain and enhance relationships with clients.

8. Conduct a structured meeting on campus (or virtual if required) for each client institution at least one time per year to deliver an annual account review communicating Nelnet’s value and long-range planning objectives.

9. Develop intimate understanding of client needs at all levels of the institution, and articulate the practical application of Nelnet Campus Commerce solutions on each campus through client interaction.

10. Actively participate in the evaluation of new product client requests, creating a business case study in order to justify investment. Actively participate in the evaluation and prioritization of product solution development, as well as project timing and deployment.

11. Coordinate and assist in the creation and distribution of client communications (e.g., upgrades, enhancements, new features, etc.).

12. Generate, complete and track project and change request forms, documenting these activities in the CRM.

13. Leverage relationships to expand Nelnet Campus Commerce solutions utilized by exiting clients.

14. Attend trade shows, conference and other events as needed to support client communication and engagement.

15. Gather competitive information to assist in continually evaluating market position.

16. Work collaboratively with the full sales team and other lines of business to develop a strategic customer service plan and to resolve any customer issues.

17. Willing to travel roughly 50%

**EDUCATION:**

Bachelor’s Degree, or equivalent experience, preferably in business and/or technology.

**EXPERIENCE:**

1. Minimum of 5 years of sales management experience.

2. Previous managerial experience with sales and/or customer relationship management preferred.

3. Background in higher education market or SaaS is a plus.

4. Experience with billing, payment processing and ecommerce services is helpful.

5. Experience with commonly utilized ERP systems within higher education. Experience with Oracle (PeopleSoft, Cloud), Ellucian (Banner, Colleague, Power Campus), Workday, Jenzabar, etc. is preferred.

**COMPETENCIES – SKILLS/KNOWLEDGE/ABILITIES:**

1. Strong leadership skills with the ability to lead a team to high levels of sales performance, achieving weekly, monthly and annual team sales goals and quotas for both new revenue and retention.

2. Positive, outgoing personality.

3. Excellent communication skills with the ability to interact with all levels of a client organization and multiple departments of the institution are essential.

4. Initiative, ownership, assertive, open-minded, flexible and adept at conflict resolution

5. Conscientious, committed with a high level of integrity.

6. Excellent relationship, sales and account management skills.

7. Understand both the customer’s business and the Nelnet Campus Commerce product solution in order to generate new sales and to communicate enhancement requirements both internally and externally.

8. Ability to promote new services and cross-sell into the customer account.

Salary for this position: $110,000 - $130,000 plus incentive plan

Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: LINK (http://nelnetinc.com/careers/benefits/) .

Nelnet is an Equal Opportunity Employer, complies with Executive Order 11246, and takes affirmative action to ensure that qualified applicants are employed, and that employees are treated during employment, without regard to race, color, religion/creed, national origin, gender, or sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by Federal or State law or local ordinance.

Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at 402-486-5725 or [email protected] .

Nelnet is a Drug Free and Tobacco Free Workplace.

You may know Nelnet as the nation’s largest student loan servicer – but we do more than that. _A lot more._ We’re also a professional services company, consumer loan originator and servicer, payment processor, renewable energy innovator, and K-12 and higher education expert (and that’s just a shortlist). For over 40 years, we’ve been serving our customers, associates, and communities to make dreams possible.

EEO Info (https://nelnetinc.com/wp-content/uploads/EEO-poster.pdf) | EEO Letter (https://nelnetinc.com/wp-content/uploads/EEO-Jeffs-Letter.pdf) | EPPA Info (https://nelnetinc.com/wp-content/uploads/Employee-Polygraph-Protection-Act-Poster.pdf) | FMLA Info (https://nelnetinc.com/wp-content/uploads/FMLA-Leave.pdf)

Financial Solutions Advisor - Consumer Investments

Sierra Vista, Arizona;Oro Valley, Arizona; Tucson, Arizona; Tucson, Arizona

**Job Description:**

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description:**

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ Sets and accomplishes goals, achieving whatever you put your mind to.

+ Builds and nurtures strong relationships.

+ Collaborates effectively with others to get things done.

+ Communicates effectively and confidently and is comfortable engaging all clients.

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

+ Likes to learn, adapts to new information and seeks the right solutions for clients.

+ Efficiently manages your time and capacity.

+ Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

+ Strong computer skills with an ability to multitask in a demanding environment.

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor I - Registration Candidate - Consumer Investments

Tucson, Arizona;Oro Valley, Arizona; Tucson, Arizona; Tucson, Arizona

**Job Description:**

Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you**

• **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

• **Get training and one-on-one coaching** from Academy managers who are invested in your success.

• **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

• **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

• **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

**As a Financial Solutions Advisor Stage I, you can look forward to**

• Unlimited potential for financial growth.

• A strong referral base from across the business through our relationship with one in every two households.

• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

**We’re a culture that**

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

**Required Qualifications:**

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

• Communicates clearly and confidently with clients from all walks of life.

• Works well with others and collaborates productively to get things done.

• Can manage complexity, prioritize tasks and execute in a fast-paced environment.

• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

**Desired Qualifications:**

• Strong computer skills with an ability to multitask in a demanding environment.

• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Wealth Management Client Care- Client Service Representative

Chandler, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

**Responsibilities:**

+ Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information

+ Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service

+ Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

+ Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients

+ Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access

**Required Qualifications:**

+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives

+ Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions

+ Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

+ Ability to handle confidential matters and sensitive information in a responsible manner

+ Dependable team-player attitude with an understanding that calls must be handled immediately

+ Applies strong critical thinking and problem-solving skills to meet clients’ needs

+ Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

+ Ability to work under pressure

+ Can learn and understand technology to assist clients with the latest in Digital and Digital banking​

+ Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections

+ Comfortable receiving ongoing performance feedback and coaching

+ Ability to learn and adapt to new information and technology platforms

+ Minimum of an intermediate level of proficiency with computers and current technology

+ 8 Hour Shift; Sunday - Thursday or Tuesday - Saturday between the hours of 1:30 pm – 10:00 pm EASTERN Time Zone; 40 hours per week.

**Desired Qualifications:**

+ Experience working in a client focused environment, call center or a financial/banking center

+ Customer service experience

+ Knowledge of banking products, credit card products, financial terms and concepts

**Skills:**

+ Account Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Active Listening

+ Adaptability

+ Problem Solving

+ Risk Management

+ Attention to Detail

+ Business Acumen

**Shift:**

2nd shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Overview**

CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our communities need caring and our families need protection. With our combined resources CommonSpirit is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community.

**Responsibilities**

The Senior Financial Analyst is responsible for the day-to-day operations associated with assuring the accuracy and integrity of the financial data in the Planning Design & Construction (PDC) project management system for the CommonSpirit Health National Real Estate Services department. This position works closely with PDC leadership, Directors and Managers on identifying, managing and reporting construction project financial data. This position is also responsible for corporate project and departmental financial reporting, oversees project management system improvements and facilitates training of the project management system for the PDC team.

Duty to Support the Mission, Philosophy, and Values:

The Senior Project Financial Analyst carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CommonSpirit Health and fully supports the Mission, Philosophy and core values of Collaboration, Dignity, Excellence, Justice, and Stewardship.

This position requires the full understanding and active participation in fulfilling the mission of CommonSpirit Health, and the goals and objectives of the National Real Estate Department. It is expected that the incumbent demonstrate behavior consistent with the Core Values and Behavioral Competencies for Leadership of CommonSpirit Health.

**Essential Key Job Responsibilities**

+ Works with management and PDC teams to assist with financial data gathering and/or interpretation. Ensures accuracy of financial information systems and maintenance of reporting. Ensures the integrity of statistical files in Projecto and other databases used for financial reporting.

+ Assists in identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of project management reports and financial analysis. Educates users of the assigned reporting system on the utilization of reports and the functionality of those reports.

+ Understands and combines data from a variety data sources, including Projecto, to create and support meaningful project budgets, schedules, forecasts, and cash flow analyses for departmental team.

+ Communicates, educates, and facilitates training for project management software to users/customers in a clear and compelling manner, using written, verbal, and other mediums.

+ Collaborates with other users and leadership team members to understand capital project processes and makes system performance improvement recommendations.

+ Utilizes knowledge of Lawson, and other software programs to support project findings and make recommendations to PDC project teams.

+ Supports PDC team in purchasing and accounts payable projects issues. Works with internal CommonSpirit Health departments to resolve ongoing data issues and monitors resolutions.

+ Participates weekly, monthly and quarterly on project reporting, as well as annual capital planning initiative with department and system leaders.

+ Assists PDC management in identification and implementation of key metrics utilizing project management system software, external benchmarks, and internal data, by identifying important trends and variances through the review of management reports and financial analysis.

+ Provides guidance to project financial analysts on the team.

+ Other job-related duties or projects as assigned.

\#LI-CSH

**Qualifications**

Bachelor’s degree in Accounting/Finance, Business Administration and/or equivalent experience required.

Experience (7+ years): experience working with multiple systems, project management applications, reporting systems and accounting systems; experience in construction projects and working with project management teams; and experience and knowledge of accounting/finance terminology and reporting.

Working knowledge of Lawson accounting system a plus.

Working knowledge of Wizard Software Projecto project management application a plus.

Advanced working knowledge in Microsoft Office applications (MS Excel proficiency required). Google Workspace experience a plus.

Highly skilled in developing and maintaining spreadsheets in MS Excel, including pivot tables and detailed data management.

Excellent analytical skills with the ability to synthesize, coordinate and analyze complex data.

Excellent ability to sort through issues, conduct comparative analysis of multiple solutions, and make effective decisions.

Excellent organizational skills, attention to detail, strong ability to prioritize, balance workflow, and ensure deadlines

Excellent written and verbal communication skills.

Ability to work independently, multi-task and also work in a team environment.

**Pay Range**

$33.60 - $48.73 /hour

We are an equal opportunity/affirmative action employer.

**We help the world run better**

At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from.

**Senior Account Executive**

**What you'll do** :

The Senior Account Executive (Sr. AE) role empowers customers to achieve their full potential by strategically positioning SAP cloud solutions to address their unique business challenges and lay a strong foundation for future success. The role includes the following key aspects:

+ Account & Customer Relationship Management:

+ Serve as the end-to-end account owner, managing sales of software licenses and cloud subscriptions and establish a trusted relationship with the customer.

+ Develop and execute strategic account plans to ensure sustainable growth and achieve/exceed revenue targets.

+ Gain a comprehensive understanding of each customers technology landscape, strategic goals, and competitive environment.

+ Demand Generation, Pipeline, and Opportunity Management:

+ Maintain pipeline management, ensuring a healthy and advancing sales funnel.

+ Leverage internal resources, including marketing, inside sales, and partner channels, to drive demand and manage opportunities.

+ Utilize SAPs comprehensive solution portfolio, including industry-specific and line-of-business (LoB) solutions, to effectively address customer needs.

+ Sales Excellence:

+ Conduct White Space analysis to identify and execute up-sell and cross-sell opportunities within existing accounts.

+ Orchestrate and deploy appropriate teams to ensure successful sales outcomes, embodying the "OneSAP" approach.

+ Stay informed about SAPs competition and position SAP solutions effectively against them.

+ Maintain accurate customer and pipeline information within CRM systems.

+ Leading a (Virtual) Account Team:

+ Lead and orchestrate remote and cross-functional teams to align with the customers strategic objectives.

+ Ensure that account teams and partners are well-prepared and strategically positioned for all customer interactions.

+ Maximize the value derived from SAPs extensive sales support ecosystem.

**What you bring** :

+ 7 years of experience in sales of complex business software/IT solutions.

+ Proven success in business application software sales and leading team-selling environments.

+ Demonstrated ability to handle large transactions and lengthy sales campaigns in a fast-paced, competitive market.

+ Strong negotiation skills and experience in renewals, expansions, and up-sells of subscription-based solutions.

+ Proficient in written and verbal communication, with the capability to create compelling Board Level PowerPoint presentations, as well as customer-specific sales collateral and campaign content.

**Soft skills** :

+ Strategic thinking with a high degree of creativity and innovation.

+ Strong executive presence and results-driven mindset.

+ Ability to work across multiple teams within a matrix organization.

+ Resilience: Ability to stay focused and composed in the face of challenges, and to persevere in achieving goals despite obstacles or setbacks. Demonstrated ability to adapt and thrive in a dynamic and complex environment.

+ Comfort with ambiguity: Ability to navigate and excel in uncertain and complex situations. Skilled in helping customers understand various options, as well as the respective advantages and disadvantages, to support them in making informed decisions aligned with their unique needs.

**Meet your team** :

+ Join a highly motivated team with a deep understanding of SAPs solution portfolio.

+ Engage in collaborative work with SAP leadership and industry teams to drive customer success.

+ Align with product/solution management teams to enhance your strategic engagements.

+ Leverage your expertise while working in a dynamic and challenging environment at the forefront of SAPs customer engagements.

**Skills youll use:**

**Tech Industry and SAP General Skills:**

Software as a Service (SaaS)

Artificial Intelligence

Process Improvement

Technology Innovation

RISE and GROW with SAP

**Role Specific Skills:**

Cloud Strategy

Complex Sales

Customer Engagement

Customer Relationship Management

Negotiation

Sales Forecasting

Sales Qualification

Competitive Positioning

Account Governance

**Bring out your best**

SAP innovations help more than four hundred thousand customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with two hundred million users and more than one hundred thousand employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, you can bring out your best.

**We win with inclusion**

SAPs culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone regardless of background feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better and more equitable world.

SAP is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to the values of Equal Employment Opportunity and provide accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: [email protected].

For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training.

**EOE AA M/F/Vet/Disability**

Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability.

**Compensation Range Transparency** : SAPbelieves the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAPs commitment to pay equity. SAP provides the annualized compensation range inclusive of base salary and variable incentive target for the career level applicable to the posted role. The targeted combined range for this position is 180,500 - 383,900 USD.The actual amount to be offered to the successful candidatewill be within that range, dependent upon the key aspects of each case which may include education, skills,experience, scope ofthe role, location, etc. as determinedthrough theselection process. Any SAP variable incentive includes a targeted dollar amount and any actual payout amount is dependent on company and personal performance. Please reference this link for a summary of SAP benefits and eligibility requirements: SAP North America Benefits (https://www.sapnorthamericabenefits.com/en/public/welcome) .

Requisition ID: 408595| Work Area:Sales| Expected Travel: 0 - 10%| Career Status: Professional| Employment Type: Regular Full Time| Additional Locations:#LI-Hybrid

As a Senior Sales Executive, you will be responsible for identifying and developing new business while managing existing accounts through face-to-face contact throughout the US West Territory (AZ, NV, UT, OR, WA). You will be expected to truly understand your customers’ business, be able to craft unique solutions, and build broad preference for Powell products and services.

This position does not offer Visa sponsorship, now or in the future.

Essential Responsibilities

+ Perform top tier (primary) sales contact function for accounts, responsible for entire Powell portfolio of Products and Services

+ Engage/coordinate customer support from different areas of the Powell organization

+ Generate new and repeat sales of company products and services

+ Identify sales prospects and contact these and other accounts assigned

+ Establish and maintain current client and potential client relationships

+ Visit Customer sites and perform site walks to understand and develop opportunities

+ Deliver product presentations at customer sites, conferences and exhibitions

+ Develop and maintain sales materials and current product knowledge

+ Follow-up on new sales leads and referrals to increase sales potential

+ Prepare action plans and schedules to identify specific target opportunities

+ Prepare detailed equipment proposals and perform sales contract reviews

+ Participate in marketing events such as seminars and trade shows

+ Help to identify and resolve client concerns/complaints

+ Prepare and maintain a variety of sales status reports, including activities, closings, follow-up and adherence to department and company goals as required of the department manager

+ Assist in the implementation of company marketing plans and strategy as needed

+ Manage sales accounts through continuous quality checks and other follow-up

+ Keep sales reporting information current/accurate using MSD software

Minimum Qualifications

+ Minimum 5 years’ experience in a Technical Sales role; Or combination 5 years’ experience in electrical engineering & sales/applications engineering role

+ Working knowledge of electrical products and applications

+ Excellent written and oral communication skills

+ Strong interpersonal skills, computer skills, and work planning skills

Preferred Qualifications

+ Familiarity with NEC, ANSI and IEC power distribution equipment application standards

+ BS Degree in Electrical or Mechanical Engineering preferred

+ Experience with Switchgear, Electrical Enclosures, Power Systems, and other Distribution equipment.

+ Skills, Abilities & Other Requirements

+ Ability to estimate, negotiate and respond to commercial and technical clarifications

+ Possess understanding at a higher level of capital project decision drivers, project staffing, purchasing influence and how decisions are made

+ Demonstrate working knowledge of all portions of integrated projects, including Powell manufactured, intelligent devices, communications and major buyout items

+ Ability to lead customer negotiations for commercial terms

+ Ability to facilitate customer negotiations on legal terms along with Powell corporate counsel

+ Familiarity with revenue recognition requirements

+ Good understanding of the competitive landscape

+ Good understanding of the market level pricing for various solutions

Benefits

Excellent compensation and benefits package, including competitive base salary and uncapped incentive program, travel reimbursement, automobile and phone allowances, 401(k) and healthcare benefits

Other Details

+ Position will require domestic and international travel

+ Requires willingness to work a schedule above and beyond normal working ours to meet critical customer deadlines

+ Must possess a valid driver’s license in good standing and participate in Powell’s safe driver program

More Information

This job description outlines the essential functions of the job and does not contain a comprehensive list of all possible responsibilities, tasks, and duties.

In our 75+ year history, Powell has always known that our employees are at the heart of our success. Without question, we have the most talented people in all parts of our organization. As a manufacturer, we recruit and hire experienced and knowledgeable applicants to ensure our product is engineered, fabricated, and assembled to customer specifications!

Powell’s culture has and will always be founded in our "can do" attitude. If we can imagine it, we can do it. Become a part of our story and let us help you write yours. Hard work pays off in all our teams, with opportunity for advancement and promotion without sacrificing work-life balance. Successful candidates must have a legal authorization to work in the United States on a full-time basis, with only those candidates selected for interview contacted.

Powell offers comprehensive health insurance for you and your family, 401k savings, annual bonus potential, generous paid time off, professional development opportunities, company-sponsored wellness programs, and a collaborative work environment.

We are an Affirmative Action and Equal Opportunity Employer/Vet/Disability

If you need an accommodation in the hiring process, you may contact 713.378.2685. Application status inquiries will not be accepted in this manner.

**Senior Account Executive**

Location
**AZ - Phoenix**

Job Family
**Business Development - Construction**

Apply Now (https://phg.tbe.taleo.net/phg02/ats/careers/v2/applyRequisition?org=MCKINSTRY&cws=41&rid=8542)

**Build the future, spark innovation and align your career with purpose.**

McKinstry is innovating the waste and climate harm out of the built environment and creating lasting impact. Together, we’re building a thriving planet.

Buildings are a leading contributor to the climate crisis, generating nearly 40% of total global energy-related carbon emissions. We’re making a lasting impact on our industry and within our communities by addressing the climate, affordability, and equity crises through:

+ Enhanced in-building connectivity

+ Emergency solutions for First Responders

+ Sensor networks for building optimization and digitization

+ Renewables and energy services

+ Engineering and design

+ Construction and facility services

To get where we’re going, we need big thinkers, problem solvers and collaborative mindsets. Does that sound like you?

**The Opportunity with McKinstry**

McKinstry Wireless is engineering, building, and maintaining the pioneering the next-generation of wireless in-building networks. As a proven and trusted partner, we help our client’s enhance productivity, safety, employee satisfaction, and environmental stewardship across their facilities and organizations. We’re looking for big thinkers and problem solvers to help us shape the future of wireless connectivity in the built environment.

If you share our passion for wireless technologies and want help us create, deliver and support worldclass connectivity solutions, you should check out this amazing opportunity.

Our team is expanding and expanding our team and we’re seeking a knowledgeable **Senior Account Executive** to join our mission and help fuel our continued growth. Your role will focus on developing a strong, long-term client base through consultative sales and high value solutions.

**Key Responsibilities:**

+ Business development and lead generation

+ Create detailed sales proposals and manage the sales cycle

+ Drive collaboration across teams and build strong relationships with key stakeholders.

+ Create and execute multiyear sales strategies to ensure strong growth

+ Stay updated on industry trends and share insights with clients.

+ Client communication and satisfaction management

**What we would like to see from you:**

+ Bachelor’s degree in business, engineering, construction management, or equivalent business experience required.

+ Seven (7) - Ten (10) years of experience in a similar role

+ Five (5) years of experience leading and closing sales required

+ Intermediate knowledge of Microsoft Office Suite - Word, Excel, PowerPoint, Outlook, and Visio required; working knowledge of SharePoint preferred.

+ Strong leadership, strategic thinking, and collaboration skills.

+ Entrepreneurial mindset, thriving in uncertainty and building from scratch.

+ Excellent communication and relationship-building abilities.

+ In-depth knowledge of in-building infrastructure systems and wireless technologies.

+ Ability to develop and present compelling sales proposals and presentations

+ Proven consultative sales experience and ability to articulate technical solutions.

+ Clear understanding of the in-building wireless landscape

+ Knowledge and experience within the wireless telecommunications industry

+ Strong relationships within the telecommunications (MNO’s), commercial real estate, healthcare, industrial, and technology verticals

**PeopleFirst Benefits**

**When it comes to the basics, we have you covered:**

+ Competitive pay

+ 401(k) with employer match and profit-sharing plan

+ Paid time off and holidays

+ Comprehensive medical, prescription, dental, and vision with low or zero deductible options and low out of pocket maximums

**People come first at McKinstry, and we go beyond the basic benefits with:**

+ Family formation benefits, including adoption and IVF assistance

+ Up to 16 weeks paid parental leave

+ Transgender inclusive benefits

+ Commuter benefits

+ Pet insurance

+ “Building Good” paid community service time

+ Learning and advancement opportunities via McKinstry University

+ McKinstry Moves onsite gyms or reimbursement for remote workers

See benefit plan documents for complete details.

**If you’re driven by our vision to build a thriving planet together, McKinstry is the place to build your career.**

_The pay range for this position is $105,030- $185,500 per year; however, base pay offered my vary depending on job-related knowledge, skills, and experience. A bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position offered. Base pay information is based on market location._

_The McKinstry group of companies are equal opportunity employers. We are committed to providing equal employment opportunities to all employees and qualified applicants without regard to sex, gender identity, sexual orientation, age, race, color, creed, marital status, national origin, disability, veteran status, genetic information or any other basis protected by law. This policy applies to all terms and conditions of employment including, but not limited to employment, advancement, assignment, and training. This commitment to Equal Employment Opportunity is made equally as a social responsibility and as an economic and business necessity._

_McKinstry is a drug-free workplace. Employment is contingent upon successfully passing a pre-employment drug and alcohol test, complying with the requirements of the Immigration Reform and Control Act and a Confidentiality Agreement, in addition to successful outcomes of background and reference checks._

_Applicants for this role will only be considered if they possess current US Work Authorization, and do not require employer-sponsored VISA support to begin or remain in this role._

_\#LI-MP1_

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

+ Provides personal financial counseling and management services directly to service members and their families.

+ Assists service members in establishing a spending plan for extended absences.

+ Develops and makes available informational financial materials to service members and families.

+ Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

+ Responds to requests for age-appropriate classes or seminars.

+ Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

+ Manages duty to warn situations according to Department of Defense (DoD) protocol.

+ Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

+ Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

+ All other duties as assigned.

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

Must be a U.S. citizen and speak fluent English.

If required by the contract, must be bilingual in English and Spanish.

Be able to obtain a favorably adjudicated Tier 2 investigation.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Must have over a thousand hours of financial counseling experience.

General Job Information

Title

Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ

Grade

21

Work Experience - Required

Work Experience - Preferred

Financial Counseling

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other

License and Certifications - Preferred

Salary Range

Salary Minimum:

$45,655

Salary Maximum:

$68,485

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

+ Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

**Required qualifications, capabilities, and skills**

+ At least 2 years in a Financial Advisor role or equivalent financial services experience

+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ A valid and active Series 7

+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans