Finance Representative Jobs in Greensboro, NC

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for F.N.B Investment Services located at First National Bank in Lexington, NC. For more information, and to apply online, please scroll down. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional Education and Training requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 40 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Becoming a Financial Advisor 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 Average 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 support2 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 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 relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1. No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3. Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Pay RangeUSD $61,000.00 - USD $250,000.00 /Yr. Job Type: Full-time Pay: $61,000.00 - $250,000.00 per year Benefits: 401(k) Dental insurance Financial planning services Health insurance Life insurance Professional development assistance Retirement plan Tuition reimbursement Vision insurance Compensation Package: Commission pay Education: Bachelor's (Required) Ability to Commute: Winston-Salem, NC 27101 (Required) Ability to Relocate: Winston-Salem, NC 27101: Relocate before starting work (Required) Work Location: In person

Associate Financial Advisor Employment Type: Full-Time We are seeking a dedicated and analytical Associate Financial Advisor to join our dynamic fee-only financial advisory firm. The ideal candidate will play a pivotal role in constructing comprehensive financial plans, drafting strategic recommendations, and actively participating in client meetings. This position offers an excellent opportunity for a critical thinker who thrives in a detail-oriented environment and is interested in growing professionally within the financial advisory industry. About Scholar Financial Advising Scholar Financial Advising is a Winston-Salem, North Carolina based fee-only investment advisory firm focused on fiduciary financial planning services. Our customized plans are created on a flat fee, hourly basis, or a monthly retainer through our family office CFO signature program. Our mission is to Educate, Empower, and Encourage clients on the importance of financial health by giving them the skills and practical knowledge necessary to make positive financial decisions. Our firm is rapidly growing, and our team is dedicated to success. The goal is to find the right person who can leverage their experience to make an immediate impact on the clients and prospects we work with daily, as well as on our team. We are driven to provide excellence in experiences across all stages and interactions. From the very first impression to supporting long-term client relationships, every touchpoint is important to our success. Key Responsibilities Financial Planning: Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies, estate planning, and investment management. Analyze client financial information to identify and prioritize short-term and long-term financial goals. Draft detailed financial recommendations aligned with client objectives, adhering to firm standards and compliance regulations. Client Interaction: Participate actively in client meetings, preparing necessary documents, and presenting recommendations under the guidance of senior advisors. Follow up diligently on client action items and provide ongoing support to address financial inquiries and adjustments. Maintain accurate and detailed documentation of client interactions, recommendations, and planning outcomes. Research and Analysis: Perform in-depth analysis of investment portfolios, tax planning opportunities, and financial products to support advisor recommendations. Continuously monitor industry trends, regulatory changes, and financial products to enhance planning strategies and firm offerings. Professional Development: Engage proactively in educational opportunities to expand financial planning expertise, working towards obtaining a CFA or CFP designation. Contribute collaboratively to the team's knowledge base, sharing insights and best practices to support firm-wide growth and client success. Qualifications: Minimum 1-3 years of experience in financial planning, wealth management, or a related financial services role. Demonstrated ability to build comprehensive financial plans and draft client-centric recommendations. Completion of or working toward a CFA charter or CFP certification is strongly preferred. Exceptional analytical skills, attention to detail, and a proactive approach to problem-solving. Strong interpersonal skills with the ability to effectively communicate complex financial concepts to diverse client audiences. Proven ability to manage multiple priorities efficiently in a collaborative and fast-paced environment. Key Competencies Professionalism with strong interpersonal, written, and communication skills. Strong analytical and problem-solving skills, with the ability to interpret data insights and optimize financial strategies accordingly. Attention to detail and efficiency Strong organizational and time management skills Team player with a collaborative mindset Compensation and Benefits Salary commensurate with experience, expected range of $55,000-$80,000 Paid Time Off (PTO) to support work-life balance Paid holidays according to the firm's holiday calendar Retirement match: 6% to a 401(k) plan Healthcare stipend Interviewing Process We intend to interview top candidates in early April with a plan for the position to start in May. There are five stages to our hiring process: Application review Invited to complete our Situational Assessment Zoom interviews (x2) Technical proficiency project Offer extended Please submit: Cover letter addressing your experience and how you would add value to our team Resume List of 3 references related to previous positions in a related field or role

About the job ***************************************** A meaningful and rewarding financial services career starts here!! -WoodmenLife specializes in developing motivated individuals into Financial Representatives. We were founded in 1883 to care for widows and orphans and while many things have changed over the years our strong values and unique culture remain the same. Put yourself on the fast track to success by helping to fulfill WoodmenLife's mission by.... --Playing a vital role in helping families realize their financial dreams. --Having the tools, resources and local and home office support to serve the family and small-business market. --Offering financial products to help meet individuals' short and long-term needs. Positively impacting families and communities through our volunteer and member involvement programs. **Earn what you're worth** At WoodmenLife you'll earn what you're worth. Our Financial Representatives consistently enjoy incomes at high levels. Plus, there's NO limit to how much income you can earn each year!!! Are you ready to be part of an elite team? WoodmenLife presents a great opportunity for the right person. No experience is required. Our ongoing comprehensive training program prepares you for a meaningful and rewarding future designed for your long-term success. We're looking for individuals with the following values: -Is honest and has integrity. Wants to grow themselves by helping others. -Has leadership skills. Shows a volunteer spirit. -Is success driven, results focused. -Can or has overcome adversity. Enjoys building long-term relationships. -Is competitive. Wants to build a business for themselves, not by themselves. We offer: Benefits Retirement benefits include 401K Insurance benefits include Health, Vison, Dental, and Life Quarterly Bonuses' Job Type: Contract Pay: $35,000.00 - $135,000 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Vision insurance Supplemental pay types: Bonus opportunities Commission pay Weekly day range: Monday to Friday Work setting: Hybrid Experience: Sales Experience: 1 year (Preferred) Work Location: Hybrid

Overview - We are seeking highly motivated and sports-minded individuals to join our dynamic marketing and promotional sales team. As a Marketing and Promotions Assistant at Piedmont Acquisitions, you'll play a pivotal role in our retail strategy, working closely with a company that prioritizes employee performance. Your focus will be on showcasing our client's latest and greatest products and services within the retail space. Through dynamic marketing initiatives and engaging promotions, you'll be at the forefront of connecting customers with innovative offerings. We are located in Greensboro, NC and all candidates must be willing to make the daily commute. About the Role - This position is full-time and involves responsibilities in: Set up and execute in-store marketing campaigns Generate new sales Work closely with the sales team on program development and implementation Quickly apply sales and marketing techniques to promote client information Ability to build a strong rapport with current clients and potential customers Actively seek to establish new pipelines of business by learning demographics Benefits & Our Culture: Fun, team-building environment Travel Opportunities Leadership workshops & development Financial, business, and time management Recognition for top performers Advancement to leadership and management based on performance What We're Looking For: Strong communication and interpersonal skills A positive attitude and willingness to learn Ability to work in a team-oriented environment Goal-driven mindset with a passion for growth No Direct Experience Needed! The position at our company is entry-level so no direct experience is necessary. We believe that hard work, a student mentality, and exceptional communication skills are all that someone needs to be successful in our firm. Training will be provided in multiple aspects of our company including; leadership, marketing, customer service, and management. For immediate consideration, apply with a copy of your resume today!

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

RELOCATE TO VIRGINIA OPPORTUNITY Join our esteemed team of healthcare professionals committed to advancing healthcare through cutting-edge research, comprehensive training, and compassionate care. UVA Health is an integrated health system with a world-class academic medical center that includes a level 1 trauma center, a level IV NICU, the first NCI-designated Comprehensive Cancer Center in Virginia, and UVA Health Children's, the #1 pediatric hospital in Virginia. UVA Health also encompasses three community hospitals, a specialty rehabilitation hospital, and an integrated network of primary and specialty care clinics throughout Virginia. UVA Health consists of UVA Health University Medical Center, UVA School of Medicine, UVA School of Nursing, UVA Claude Moore Health Sciences Library, UVA Community Health, and UVA Physicians Group. Through teaching and research, we continue to advance medicine and innovate excellence while providing high-quality care in communities across the state. An Exceptional Place to Call Home Nestled amid the picturesque Blue Ridge Mountains, Charlottesville and Albemarle County offer a welcoming community, rich cultural opportunities, and an enviable lifestyle. Enjoy award-winning culinary experiences, vibrant local music, and historic landmarks, surpassing many larger cities in charm and amenities. Charlottesville Accolades: “#1 City in America” (Frommer's) “Best Place to Live Among Small Cities” (Money magazine) “Top 15 Happiest Places to Live in the U.S.” (Outside Magazine) “Top Ten Cities That Have It All” (A&E TV) “Top 10 Best College Towns” (WalletHub) “#2 Best Small College Town” (WalletHub) “Healthiest Place to Live” (Kiplinger) “Hottest for Fitness” (Newsweek) “Best Place to Raise a Family” (Readers' Digest) “2023 Wine Region of the Year” (Wine Enthusiasts) “Top 10 Greenest Cities” (Streetdirectory.com) “Top 5 Best Digital Cities” (Center for Digital Government) “Top 50 Best Places to Launch a Small Business” (Money Magazine) We offer competitive compensation, generous relocation assistance, an inclusive work environment, and opportunities for professional growth. Do you have the expertise and passion to contribute to our mission? Professional Excellence: Thrive in a collaborative environment with access to state-of-the-art resources. Comprehensive Benefits: Enjoy a robust benefits package designed to support your personal and professional well-being. Career Development: Participate in continuous learning and development opportunities to advance your career. Click Apply to learn more about this opportunity at UVA Health and to submit your application.

Do you have an entrepreneurial spirit? At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other. We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself. If you are someone who has: The mindset of a capitalist and the heart of an altruist, High energy level and strong work ethic, Strong sense of mission and passion, High self-confidence and optimistic approach, Integrity and trustworthiness, Resilience and humility, and Total commitment in everything you do, then you should contact us to explore this career opportunity to see if it is the right fit for you. Starting a new practice is a challenge but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts. Qualifications Bachelor's Degree a must, sales experience and/or financial internships a plus. An entrepreneurial mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH, and WI, ESI operates as Vermont Equity Services, Inc. TC138176(1223)3

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: * Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners * Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust * Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals * Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions * Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) * Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business * Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services * Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise * Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: * High school diploma or equivalence required, some college a plus * Successful customer service and /or sales experience required * Previous experience in a retail bank or related industry preferred * Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: * Intermediate customer service skills * Intermediate verbal, written, and listening skills * Basic problem solving skills * Intermediate collaboration skills * Basic understanding of banking products and services * Intermediate adaptability skills * Basic prioritization skills * Basic proficiency with MS Office * Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 25 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours

Full-time Description Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Floating Financial Services Specialist to join our team and support our branches in Danville, VA! The Floating Financial Services Specialist is the face of First National Bank and an essential member of the Retail team, making a meaningful impact on the lives of our customers and communities. The Floating Financial Services Specialist must embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service: Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a helpful attitude in a fast paced environment Have proven proficiency in cash handling and verbal communication What will you be doing in this role? Operating a teller window to serve the Bank's customers by processing a variety of transactions with minimal errors. This includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor Opening new accounts, certificates of deposit, and other products offered by the Bank. Answering customer questions, providing account opening information, and ensuring that proper paperwork is completed and entered on the computer system Handling customer questions or concerns and determining if Supervisor input is necessary Performing daily branch functions such as processing night deposits and mail, balancing and servicing the ATM, and may be responsible for Bank opening and/or closing Providing additional customer services including Cashier's Checks and cross selling Bank products and services by referring clients to other departments as appropriate Following directions from members of Management and complying with all department and company policies and procedures Requirements What will you need? High School diploma or equivalency required; Associate's degree preferred Prior Teller experience and basic knowledge of relevant banking regulations preferred Working knowledge of Microsoft Office products To be a well-organized, detail-oriented, problem solver who shows strong initiative and learns and works quickly and accurately with minimal supervision An effective verbal, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin Physical/Environmental Demands 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 accommodation may be made to enable qualified individuals with disabilities to perform the essential functions This position works in a normal office environment While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision Internal candidates who meet the required qualifications may apply for the position by clicking on the "Apply" button in the posting, after making their Supervisor aware of their interest. Each job vacancy may be posted internally for a minimum of 5 business days before it is posted externally. If a position has to be filled quickly, Human Resources may post a job both internally and externally and assess candidates from both sources simultaneously. This posting will be available to internal applicants until Thursday, March 27, 2025. Any questions regarding this posting may be directed to Human Resources at ***********************.

Becoming a Financial Advisor 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. 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 Average 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 support2 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 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 relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1. No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3. Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. Job Type: Full-time Benefits: 401(k) Dental insurance Financial planning services Health insurance Life insurance Professional development assistance Retirement plan Tuition reimbursement Vision insurance Compensation Package: Commission pay Education: Bachelor's (Required) Ability to Commute: Winston-Salem, NC 27101 (Required) Ability to Relocate: Winston-Salem, NC 27101: Relocate before starting work (Required) Work Location: In person

GREENSBORO NC Default: Location : City GREENSBORO The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: • High school diploma or equivalence required, some college a plus • Successful customer service and /or sales experience required • Previous experience in a retail bank or related industry preferred • Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: • Intermediate customer service skills • Intermediate verbal, written, and listening skills • Basic problem solving skills • Intermediate collaboration skills • Basic understanding of banking products and services • Intermediate adaptability skills • Basic prioritization skills • Basic proficiency with MS Office • Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: • Standing, walking, bending and stooping required • Must be able to sit at a desk for long periods of time and use a computer • Must be able to occasionally move or lift up to 25 pounds • May be asked to work supplemental hours periodically • Limited travel required occasionally during and after business hours

At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist to join our Riverside Branch team in Danville, VA! The Financial Services Specialist is the face of First National Bank and an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Financial Services Specialist must embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service: * Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a helpful attitude in a fast-paced environment * Have proven proficiency in cash handling and verbal communication What will you be doing in this role? * Operating a teller window to serve the Bank's customers by processing a variety of transactions with minimal errors. This includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor * Opening new accounts, certificates of deposit, and other products offered by the Bank. Answering customer questions, providing account opening information, and ensuring that proper paperwork is completed and entered on the computer system * Handling customer questions or concerns and determining if Supervisor input is necessary * Performing daily branch functions such as processing night deposits and mail, balancing and servicing the ATM, and may be responsible for Bank opening and/or closing * Providing additional customer services including Cashier's Checks and cross selling Bank products and services by referring clients to other departments as appropriate * Following directions from members of Management and complying with all department and company policies and procedures Requirements What will you need? * High School diploma or equivalency required; Associate's degree preferred * Prior Teller experience and basic knowledge of relevant banking regulations preferred * Working knowledge of Microsoft Office products * To be a well-organized, detail-oriented, problem solver who shows strong initiative and learns and works quickly and accurately with minimal supervision * An effective verbal, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly * Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin Physical/Environmental Demands * 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 accommodation may be made to enable qualified individuals with disabilities to perform the essential functions * This position works in a normal office environment * While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision Internal candidates who meet the required qualifications may apply for the position by clicking on the "Apply" button in the posting, after making their Supervisor aware of their interest. Each job vacancy may be posted internally for a minimum of 5 business days before it is posted externally. If a position has to be filled quickly, Human Resources may post a job both internally and externally and assess candidates from both sources simultaneously. This posting will be available to internal applicants until Thursday, March 27, 2025. Any questions regarding this posting may be directed to Human Resources at ***********************.

Organization : NameGREENSBORO NCDefault: Location : CityGREENSBOROOverview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc. , in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i. e. , Series 6 & 63, CPA, etc. ) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.

Financial Representative Internship Financial Representative Interns at Northwestern Mutual Raleigh help their clients live more and worry less through our unique approach to financial planning and insurance. Our interns, who come from varying academic backgrounds and experiences, begin to build an entrepreneurial sales practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your own client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life and Health insurance licenses - opportunity to obtain investment licensing Participate in weekly coaching, training, and development meetings Working with advisors on financial planning aspects As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, health, long term care) Support for SIE and Series licensing (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: #97 on Fortune 100 list Top 10 Internship for Financial Services, Vault Guide to Top Internships 2023 4.75+ million clients and growing $224 billion (retail investment client assets held or managed) Forbes' Best Employers for Diversity (2018-2022) Unsurpassed financial strength Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2022)

Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Floating Financial Services Specialist to join our team and support our branches in Danville, VA! The Floating Financial Services Specialist is the face of First National Bank and an essential member of the Retail team, making a meaningful impact on the lives of our customers and communities. The Floating Financial Services Specialist must embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service: * Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a helpful attitude in a fast paced environment * Have proven proficiency in cash handling and verbal communication What will you be doing in this role? * Operating a teller window to serve the Bank's customers by processing a variety of transactions with minimal errors. This includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor * Opening new accounts, certificates of deposit, and other products offered by the Bank. Answering customer questions, providing account opening information, and ensuring that proper paperwork is completed and entered on the computer system * Handling customer questions or concerns and determining if Supervisor input is necessary * Performing daily branch functions such as processing night deposits and mail, balancing and servicing the ATM, and may be responsible for Bank opening and/or closing * Providing additional customer services including Cashier's Checks and cross selling Bank products and services by referring clients to other departments as appropriate * Following directions from members of Management and complying with all department and company policies and procedures Requirements What will you need? * High School diploma or equivalency required; Associate's degree preferred * Prior Teller experience and basic knowledge of relevant banking regulations preferred * Working knowledge of Microsoft Office products * To be a well-organized, detail-oriented, problem solver who shows strong initiative and learns and works quickly and accurately with minimal supervision * An effective verbal, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly * Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin Physical/Environmental Demands * 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 accommodation may be made to enable qualified individuals with disabilities to perform the essential functions * This position works in a normal office environment * While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision Internal candidates who meet the required qualifications may apply for the position by clicking on the "Apply" button in the posting, after making their Supervisor aware of their interest. Each job vacancy may be posted internally for a minimum of 5 business days before it is posted externally. If a position has to be filled quickly, Human Resources may post a job both internally and externally and assess candidates from both sources simultaneously. This posting will be available to internal applicants until Thursday, March 27, 2025. Any questions regarding this posting may be directed to Human Resources at ***********************.

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: * Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners * Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust * Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals * Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions * Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) * Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business * Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services * Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise * Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: * High school diploma or equivalence required, some college a plus * Successful customer service and /or sales experience required * Previous experience in a retail bank or related industry preferred * Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: * Intermediate customer service skills * Intermediate verbal, written, and listening skills * Basic problem solving skills * Intermediate collaboration skills * Basic understanding of banking products and services * Intermediate adaptability skills * Basic prioritization skills * Basic proficiency with MS Office * Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 25 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours