Finance Planner Jobs in Poquoson, VA

Essnova represents a broad array of specialized talents, technologies, and proven program success across forty-three federal agencies and technology and professional services departments. Essnova is the 11th fastest growing federal contractor in the United States. We are driven by mission priorities, innovative solutions, uncompromised excellence in customer support, and best practice models. Working with Essnova requires familiarity with a fast-paced atmosphere, excellence in professionalism, versatility in skills, unquestionable ethics and integrity, and a task-oriented nature. Essnova is seeking a Principal Management Analyst to join the Essnova Team on-site in Suffolk, Virginia. The ideal candidate will provide stellar, Mid-Level customer support to our government client, Joint Chief of Staff, involving the execution of Defense Travel System (DTS) Program authorizations, vouchers, and local vouchers. Job Duties: Attend meetings pertaining to areas of responsibility and prepare notes and documents highlighting major topics of interest. Generate, extract, and monitor various spreadsheets and reports for highly executive/elite travelers. Exercise control while aiding within a hectic environment of heavy level of administrative duties daily. Proficient with time and data management tools and techniques to achieve performance objectives. Serve as the initial DTS Reviewer of all required travel documents on a daily, weekly, monthly and/or quarterly frequency, as required. Monitor and track all authorizations and vouchers in DTS - and research, collect data, and effectively communicate any incorrectly processed documents. Provide sound judgment and advice to travelers and Approving Officials (AO) in accurately completing various DTS travel or related documents following internal and external policies and procedures. Aid with correcting, clearing up suspended or rejects and provide follow up to ensure action has been completed. Input information provided by the RAMO Budget Analysts into the Defense Agencies Initiative (DAI) system to facilitate the issuance of financial documents for the procurement of required products and services to support the Joint Force Developer mission. Maintain tracker log from documentations in the Funding Document Requests (FDR). Review government purchase card transaction log and follow up with customers to ensure they provide the GPC Cardholder with the requisite invoice upon receipt of purchased materials to facilitate government lead's invoice payment. Unliquidated Obligation (ULO) Research Support. Information archiving. Assist RAMO and Comptroller acquisition personnel by responding to questions and providing amplifying information as needed. Minimum Requirements: Associate's degree in related industry or equivalent experience 8+ years of practical DTS experience utilizing various DTS applications to provide effective and efficient program employment in executing the organization's travel requirements. Must hold an Active Secret Security Clearance Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) Must be able to provide support for major projects in multiple areas. Ability to train and supervise others in DTS programs and websites. Minimum Qualifications: Knowledge of current relevant guidance including the Joint Travel Regulation (JTR), the Department of Defense Financial Management Regulation (DoD FMR), and DoDI 5154.31, Travel Programs. Working knowledge of processing travel authorizations and travel vouchers, using DTS Knowledge in reviewing, uploading, and downloading of DD Form 1610 (Request and Authorization for TDY Travel of DoD Personnel), DD Form 1351-2 (Travel Voucher or Sub-voucher) and Constructive Travel Worksheet (CTW). DTS experience to include DTS travel documents, Non-DTS Entry Agent (NDEA) functions, cancellation procedures, constructed travel, Fiscal Year (FY) crossover, group travel, itinerary changes, routing lists, and reports. Understanding of DoD policies for protection of Personally Identifiable Information (PII) Preferred Skills: Ability to work on multiple concurrent projects. Ability to adapt to various people and working styles under tight deadlines. Ability to work beyond regular scheduled hours. Possess excellent leadership, communication, prioritization, and organizational skills. Editing skills; excellent knowledge of grammar and punctuation. Essnova Solutions, Inc. is proud to be an Equal Opportunity Employer. We comply with all associated and required Federal Regulations and affirm that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Essnova performs E-Verification on all Employees

Welcome Financial Advisor Candidates Someone Who CARES encourages you to learn about opportunities in our three core areas as a Financial Advisor working with clients. The rewards for a Financial Advisor are outstanding. While we offer our clients sophisticated solutions that simplify their lives, we offer you the ideal place to build your career. SWC Financial Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients' expectations. They listen to their clients' life goals and develop financial strategies to achieve their objectives. Our company offers integrated and comprehensive products and services across all businesses, leveraging the best of local knowledge and national expertise. Our Financial Advisors have the power to deliver what their clients want and need. An ideal candidate would have the following: Be open minded and willing to learn our process for working with clients and developing their business. Either have a series 65/66 license or capable of passing the test. A current client base and/or relationships with 50 plus people. Client could be insurance, securities, advisory, tax preparation, etc. or any financial service relationship. History of success, professional, and believes in planning and goal setting. Really cares about helping people and providing solutions that are best for their clients. Understands that the financial services business is rapidly changing. Wants to convert from “selling a product” to building long term value based relationships. Positive Attitude Financially Stable The Benefits of Becoming an Advisor Our system provides real value. The BENEFITS are TANGIBLE, SPECIFIC, and MEASURABLE. Our proven systems will help: - Have a business strategy to succeed in the competitive and changing financial services business - Feel good knowing you make a difference - Enhance your ability to build and sustain long term relationships - Have client relationships based on services and processes, not products and transactions - Attract and manage more client assets and cash flow - Leverage technology to simplify and as a competitive advantage - Convert your “job” to a “business” - Achieve Maximum and Sustainable “Net” Earnings - Increase your profitability and create a business that has marketable value - Free up your time with improved time management - Control and balance your personal and business demands - Eliminate or reduce stress, worry, and negative surprises - Have more FUN! WE WILL SIMPLY MAKE LIFE BETTER FOR YOU!

Senior Market Financial Advisor - Pre-Scheduled Clients & Six-Figure Potential 📍 Must live and be licensed in the state you're applying for Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level? If you're tired of cold calling and chasing leads and want to focus on what you do best-helping clients secure their financial future-this is the perfect opportunity. 🚀 Why This Role is Different Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you'll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting-just meaningful client interactions that lead to real results. 💡 What You'll Love About This Role: ✅ 8-12 Pre-Scheduled Client Appointments Weekly - No prospecting or cold calling! ✅ High Earning Potential - Uncapped commissions, six-figure income opportunity ✅ Dedicated Case Manager - Focus on advising while we handle paperwork & plan design ✅ Exclusive Access to Estate Planning Clients - Meet with prospects already engaged in planning ✅ Flexibility & Autonomy - Manage your own schedule and maximize your success 📌 What We're Looking For: To ensure our clients receive the best service, we're seeking experienced professionals who meet the following qualifications: ✔️ Active Life Insurance License (Required) ✔️ At least 2 years of experience with fixed annuities (Required) ✔️ Active Series 65 or willingness to obtain it ✔️ Clean U4 if currently registered ✔️ Strong communication, sales, and relationship-building skills ✔️ Comfortable with Microsoft Office and CRM systems ✔️ Client-first mindset with high ethical standards ✔️ Willingness to travel to meet with clients (occasional overnight stays may be required) 📈 What We Offer: Competitive commission structure with six-figure earning potential Consistent pipeline of high-intent client appointments (8-12 per week) A unique market advantage through our estate planning partnership Ongoing training, mentorship, and growth opportunities Diverse product offerings tailored to seniors and retirees 🔹 Ready to Elevate Your Career? 🔹 If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today! 📍 Must live and be licensed in the state you're applying for.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Old Point Bank and Trust in Virginia Beach, VA would allow you to join the Investment Program at Old Point Bank and Trust as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Old Point Bank and Trust supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Old Point Bank and Trust for financial solutions. This position will offer: * The ability to service an existing book of business upon hire * The ability to build a strong client base with the Bank's exceptional referral system * Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals * The opportunity to find new clients via the bank's client base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Old Point Bank and Trust, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old Point Bank and Trust. Tracking # 1-05026674 Pay Range:50,000 - 60,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

h4span style="text-decoration: underline;"strong Overview/strong/span/h4 div pspan style="text-decoration: underline;"strong This position will work at ECPI University's Newport News, VA located at 1001 Omni Blvd. /strong/span/p pspan style="text-decoration: underline;"strong Transform your Career at ECPI University/strong/span/p pspan Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. /span/p pspan Visit a href="https://nam12.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ecpi.edu%2Femploymentamp;data=05%7C02%7CAManaois%40ecpi.edu%7C38ca6c71b65b**********dc274eeb82%7C50656f6f463c40549fc26f4071c6e7fc%7C0%7C0%7C**********47067851%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7Camp;sdata=yC4%2F0Wk3kGKU%2BsQFMfMaSJz83s6YlTn%2BVLuELYVuAbY%3Damp;reserved=0" rel="noopener" target="_blank"************************* to learn more about how you can help people improve their lives through education./span/p pspan /span/p pstrong Position Summary/strong/p pspan Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a strong Financial Assistance Advisor/strong with ECPI University may be for you!! /span/p p /p pspan The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals./span/p /div h4span style="text-decoration: underline;"strong Responsibilities/strong/span/h4 div div div ul lispan Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. /span/li lispan Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines./span/li lispan Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process./span/li lispan Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility./span/li lispan Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation./span/li lispan Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns./span/li /ul /div /div /div h4span style="text-decoration: underline;"strong Qualifications/strong/span/h4 div div div pspan style="text-decoration: underline;"strong Education/Experience/strong/span/p ul lispan Bachelor's degree preferred./span/li lispan2-3 years of related experience. /span/li lispan Any equivalent combination of education, experience, and/or training./span/li /ul pspan /span/p pspan style="text-decoration: underline;"strong Skills/Abilities/strong/span/p ul lispan Proficiency in Microsoft Office./span/li lispan Proficiency in CampusVue Student database, preferred. /span/li lispan Utilizing AI tools preferred./span/li lispan Well-developed oral and written communication skills. /span/li lispan Excellent organizational and analytical skills./span/li lispan Ability to quickly master new methodologies, technologies, and systems. /span/li lispan Ability to handle a high-pressure environment with significant timeline pressures. /span/li lispan Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. /span/li lispan Ability to work independently and with a team as well as with various constituents./span/li /ul pspan /span/p pspan style="text-decoration: underline;"strong Benefits of Employment/strong/span/p pspan ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ecpi.edu%2Fsites%2Fdefault%2Ffiles%2F2024-01%2F975404976-ECPI-employment-benefits-page-2024jan.pdfamp;data=05%7C02%7CAManaois%40ecpi.edu%7C38ca6c71b65b**********dc274eeb82%7C50656f6f463c40549fc26f4071c6e7fc%7C0%7C0%7C**********47075399%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7Camp;sdata=y7bPNFTgaKsA%2Fvkov2hvP2jkd%2FkFc6Z4LmzZRbv68qg%3Damp;reserved=0" rel="noopener" target="_blank"HERE/a. /span/p pspanstrong Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer./strong/span/p /div /div /div

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

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.

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.

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.

This role is responsible for developing new and managing select high net worth wealth management client relationships. This position is chiefly responsible for working with a broad team of subject matter experts across the firm to attract prospective clients to the firm with services including wealth planning and management, tax planning, investments, retirement solutions and trust services, ensuring superb delivery and execution of the client experience and service standards. Essential Functions: Achieves production and growth goals around client relationships and Assets Under Management, as well as referrals to internal partners. Works closely with OPWM teammates, Private Bankers, Commercial Relationship Managers, and other Line of Business partners to identify key prospects and existing clients for new business and/or further relationship development, making appropriate referrals as warranted. Develops and cultivates a healthy referral network of internal and external centers of influence to help generate business leads and referrals for OPWM and other Old Point LOB partners. Demonstrates proficiency in consultative and advice-driven sales, developing and strategically executing a personal business plan to achieve defined revenue and business objectives. Coordinates and collaborates with clients' third party advisors (e.g., attorneys, accountants) to ensure synergy of advisors' recommendations, consistent with client goals. Able to assemble, coordinate and lead a team of subject matter experts to develop, implement and execute a sales plan to grow existing client relationships and acquire new clients using team-based solutions to private client wealth management needs. Plans, organizes and participates in seminars, presentations and thought leadership events to drive client and prospect engagement with the Firm and its LOB partners. Represents the Firm and provides leadership in key community activities including business, charitable, civic and social organizations and events. Provides partners, prospects and clients with information and thought leadership on current trends, developments and information relating to wealth management and financial planning issues and strategies. Provides ongoing superior relationship servicing of existing client base, including the resolution of service issues. Accountable for the understanding of and adherence to operational controls, policies, procedures and processes to ensure compliance with bank policies and related laws and regulations. Accountable for the understanding of and adherence to operational controls, policies, procedures and processes to ensure compliance with bank policies and related laws and regulations. Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification. Position Requirements (Knowledge/Skills/Abilities) Broad knowledge of wealth management, investment, banking, credit, and trust and fiduciary solutions. Knowledge of proven sales techniques including needs assessment, probing, handling objections, and closing. Intermediate knowledge of investments, taxes, insurance, retirement plans, and their relationship to estate planning. Intermediate level knowledge of MS Office with the ability to learn other job-specific software applications Excellent interpersonal, organizational, and time management. Self-motivated, entrepreneurial, and motivating to fellow employees and Line of Business (LOB) partners. Strong written and oral communication skills and ability to distill and convey information in a compelling manner. Skill in adopting technological advancements and facilitating into current and future responsibilities Skill in discovering and working to meet underlying needs; following through on questions, requests, complaints Skill in researching, outreach and making connections with potential and current customers. Ability to work collaboratively, communicate effectively and have positive relationships with customers and co-workers. Ability to prioritize a variety of job responsibilities, meet deadlines, and adapt to rapid changes in priorities Overall ability to set, pursue, and attain achievable goals, regardless of obstacles or circumstances Ability to understand the fundamental knowledge of financial services/investment products and be able to communicate these points to potential customers in a relatable, engaging way. Ability to anticipate, monitor, and meet the needs of customers (internal and external) and respond in an appropriate manner. Possesses the drive to work towards a standard of excellence. Education/Experience: Bachelor's Degree or equivalent combination of education, training and experience. CFP, JD, CTFA, or CPA professional designation preferred Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel and talk or hear and occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch, or crawl. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to recognize colors. Working Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is typically indoors and in an office setting. The noise level within the work environment is typically moderate. The specific statements shown in each section of this position description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Benefits Generous Paid PTO 11 Paid Holidays Medical, Dental and Vision Health Savings Account with Company Match Flexible Spending Account Free Short-term and Long-term Disability Employee Assistance Program Free Life Insurance 401K with Company Match Company Stock Purchase

The Associate Advisor's role is to provide analytical rigor, designing financial plans and constructing portfolios in support of Wealth and Senior Wealth Advisors' clients. The Associate Advisor (AA) bridges the gap between client facing functions and back office administration. This position is designed to develop the AA into a Wealth Advisor. The AA works closely with the Wealth Advisors and Senior Wealth Advisors of the firm, focusing primarily on support in client meetings (taking notes, generating required documentation and presentations, and coordinating attendees), managing the portfolio analysis and financial plan inputs/design, constructing marketing presentations, managing all prospect/client meeting preparations and assisting the Client Relationship Specialists with client. PBMares Core Values * Integrity * Trust * Respect * Accountability * Caring * What that means for you: * Full benefits: medical, dental, 401K match, & HSA * Paid Time Off * 11 paid holidays per year * Flexible work schedule to include hybrid work environment. * Summer Hours- Friday half days (based on a minimum 40 hour work week) * Company investment of a minimum of 40 hours learning and development annually * Path to Partner Program * CPA Certification reimbursement and bonus program * The opportunity to grow and shape the future of the firm What you will do: * Providing client service and Wealth Advisor and Senior Wealth Advisor support * Managing financial plans to include data inputs and design * Generating reports used for the client portfolio analysis to include third-party research * Providing marketing support to include presentation design and construction * Managing CRM database * Providing support with internal client service and education (non-wealth management staff)

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati

Summit Federal Services and Merito Group are searching for a variety of roles (Accounting/Finance/Audit/Payroll Specialist's, etc) to join our team. In these roles, you will manage financial records, prepare financial statements, assist with budgeting and forecasting, payroll, accounting, auditing, AR/AP, etc.) and ensure compliance with regulations. Key Responsibilities: * Prepare accurate financial statements and reports in accordance with GAAP. * Manage accounts payable/receivable and monitor cash flow. * Assist with budgeting, forecasting, and financial analysis. * Ensure compliance with accounting standards and tax regulations. * Support internal and external audits. * Provide financial insights to improve business performance. Qualifications: * Strong knowledge of accounting principles and financial regulations (GAAP, IFRS). * Experience with accounting software (e.g., QuickBooks, SAP, Sage, etc.) * Analytical skills and attention to detail. * Excellent communication and time-management skills. * Bachelor's degree in Accounting, Finance, or a related field.

JobID: 210538012 JobSchedule: Full time JobShift: Day : 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.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . 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.

Team-Sponsored Launch Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors. The Team-Sponsored Launch position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years. Licensing and Training Candidates in the Team- Sponsored Launch model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations). These licenses include: * Resident state Life, Health and Annuity * Securities Industry Essentials * Series 6/63 or 7/66 (7/63 and 65). After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include: Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement. Building a strong personal network through local nonprofits, churches, and businesses for future growth. Developing skills and best practices to be a successful financial advisor. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent, and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Compensation and Benefits Team-Sponsored Launch candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent's industry-leading benefits: * Medical, dental and vision insurance. * Disability, accidental death and dismemberment insurance. * 401(k) and pension opportunities. * Access to unique tools to engage clients in their community to make a real impact. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Help members and clients achieve their financial goals through personalized consultations, investment strategies, and exceptional service. Develop tailored solutions by understanding their needs, risk tolerance, and aspirations. Conduct regular portfolio reviews and identify opportunities to optimize their financial future. This adviser will cover Virginia Beach, Chesapeake and Norfolk territories. Essential Functions, Duties, and Responsibilities: Build and maintain strong relationships with new and existing clients by understanding their financial needs, goals, and risk tolerance. Develop and implement personalized investment plans, including securities recommendations, tailored to each client's unique circumstances. Manage client investment portfolios on an ongoing basis, reviewing performance regularly, and adjusting as necessary. Educate clients on financial planning concepts, investment products, and market trends. Provide clear and regular communication about their investment portfolio and financial situation. Actively refers business back to Langley when appropriate. Ensure adherence to all credit union, FINRA, and regulatory guidelines. Maintain a strong knowledge base by staying current on industry regulations, trends, and best practices. Coaches internal teams, drives investment initiatives, and fosters strong partnerships to achieve client investment goals. Identify and proactively reach out to potential clients to grow the client base. Qualifications: Bachelor's degree in Business Development, Finance, or a related field (or equivalent combination of education and experience). FINRA Series 7 and 66 (or Series 63 and 65) licenses required. Applicable state life and health insurance licenses preferred. Strong communication, interpersonal, and analytical skills. Excellent presentation and client service skills. Ability to travel up to 35% locally. CFP designation a plus. Clean credit history and U-4 CRD record required. Our Keys to Success: Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity and inclusion while considering Langley's values when making decisions and taking accountability for delivering results. Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions, duties, and responsibilities of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands and fingers to operate standard office equipment like a phone, mouse, keyboard, etc., speak and hear. The employee is occasionally required to stand and walk. Specific vision requirements for the job include close vision (at 20 inches or less). Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in an indoor, climate-controlled office environment where the noise level is typically quiet.

Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases. Maintains expertise with the current investment product portfolio to ensure optimum marketing potential. Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management. Job Requirements College degree or equivalent experience required. 2-4 years relevant experience. Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required. Ability to foster and cultivate relationships with prospective and existing customers. Excellent presentation skills to enhance the organization's image to prospective customers. Ability to communicate effectively and clearly to a broad range of existing and potential customers. Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments. Innovation and flexibility are essential to meet the demands of an ever-changing market. Excellent analytical skills are needed to recommend the appropriate products and services to customers. Ability to work with a team and share knowledge and skills. Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements. The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. Position Duties: Achieve or exceed individual revenue goals as defined on an annual basis. Meet or exceed all branch matrix goals for assigned territory if applicable. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with FA role as evidenced on internal / external audits, compliance items and customer-initiated complaints. Maintain required continuing education professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Execute on key internal partnering activities including regular branch visits, banker / branch trainings and area meetings. Create strong external relationships in an effort to develop referral sources and meet appointment objectives. Network in the community to enhance the bank's image and forge relationships. Provide active mentoring and coaching to the Assistant Financial Advisor. Qualifications: Bachelor's Degree or Equivalent Experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Experience: Between 2-4 years Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Specialized Knowledge: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner. Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. Thorough understanding of economic principles and compliance standards.